SpaceX disrupts everyone's plans again
2 days ago
- #SpaceX
- #Satellite Communication
- #Market Disruption
- SpaceX disrupts the market by acquiring EchoStar's spectrum for $17B, hindering competitors' D2D plans.
- SpaceX's aggressive pricing in satellite broadband challenges Amazon Kuiper and Viasat, including a new $2500/month maritime plan.
- Apple may reconsider its D2D partnership with Globalstar in favor of SpaceX, impacting the C-3 constellation.
- SpaceX seeks Apple's cooperation for device support, as current phones don't support the newly acquired spectrum.
- Elon Musk has considered but is reluctant to build a 'Starlink phone' to compete with Apple.
- AST faces delays and financial challenges, while Viasat's plans with Space42 may be reconsidered.
- EchoStar may wind down operations, selling remaining spectrum like AWS-3, potentially to Verizon at a discount.