Demystifying Apple’s entry into low-orbit satellite communications, led by SpaceX, OneWeb, and China’s Starlink will also be launched

Recently, well-known Apple analyst Guo Mingjun pointed out in the latest report that the iPhone 13 series mobile phone will be equipped with hardware that can connect to low-orbit satellites. After enabling relevant software functions, it will allow iPhone 13 users to make calls and send messages without 4G or 5G networks. Although the news was soon refuted by Bloomberg, saying that Apple is indeed developing satellite functions for iPhone, but it is unlikely to be launched in 2021, it can be confirmed that iPhone will add satellite communication functions is certain.

In this issue of intelligent internal reference, we recommend the report of Tianfeng Securities to reveal the current situation and trends of Apple’s entry into the low-orbit satellite communication market.

Source, Tianfeng Securities

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Over the weekend, Ming Kuo, who has always been accurate in breaking the latest news from Apple, released a big news. He revealed that the iPhone 13, the latest generation of iPhone that Apple will release this fall, will have the function of satellite communication! iPhone 13 will be equipped with a specially improved X60 baseband chip developed by Qualcomm. And the chip supports the n53 band owned by satellite communication company Globalstar. That is, even without 4G, 5G mobile signals and Wi-Fi, the new iPhone can send messages and make calls.

Bloomberg later published an article that partially confirmed Kuo’s claim, and posted the script that the latest generation of iPhone satellite communication is not a routine function, but is limited to emergency use. For example, in the wilderness, or in the absence of Wi-Fi and mobile signal scenarios, users can use limited satellite communication functions to call the police for help.

In satellite mode, there is a word limit on the number of messages a user can send, and iMessage is grayed out. Nonetheless, there are unique features to this type of urgent message. For example, even if the recipient of the message (the emergency contact you set) turns on Do Not Disturb mode, it can still receive a message sent via satellite communication and will display a notification.

However, the Bloomberg article also pointed out that the new iPhone may only contain components that support satellite communication, but it does not necessarily mean that the supporting functions will also be launched with iPhone 13. The official launch of these functions may not be earlier than next year. But in any case, Apple’s entry into low-orbit satellites has become a foregone conclusion.

Qualcomm has been working closely with Global Satellite Communications. As early as February this year, Qualcomm announced that,

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Another driving factor is political uncertainty.

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

Demystifying Apple's entry into low-orbit satellite communications, led by SpaceX and OneWeb, China's Starlink will also be launched

5.

Smart ThingsIt is believed that, looking back at history, satellite Internet is not a new concept. The pattern of competition and cooperation between satellite communication and terrestrial communication has existed for a long time and will continue. At present, there are many companies entering the satellite Internet, and the competition is fierce. The two largest companies, StarLink and OneWeb, have successfully risen to the stars many times, which also allows us to see the dawn of the completion of the global satellite Internet constellation. And the construction of satellite Internet in our country has also reached a stage within our capabilities and cannot be delayed. In the future, our country will also have 1-2 space X and OneWeb-level space companies.