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Probably need to look at AST Spacemobile as the possible provider they will be providing broadband 5G in 2026 with no modifications needed. GlobalStar C3 system is a 2028-2029 as the ones being launched next year are not C3 or upgrades but replacements for the current system. Personally, I think Apple could just drop GlobalStar C3 system and rely on AST (Verizon & ATT) and Starlink as they are already with the MNOs & don't think Apple wants to push too far into their business. Or they could swap to AST (AST supports the GlobalStar frequencies) & save the $1b+ needed for C3 as AST is already fully funded.
 
This will be game changing, almost to the same level as the invention of cellular connectivity, since it will be brought to the masses.
nope, it won't. this is not how wireless communication works. just to be clear, 5GNR provides about 10% more bandwidth on the same sized spectrum block. so it is not a magic thing. but that's not the real issue here.
it's the coverage of a satellite.
i'm going to use spaceX as an example here, because we at least know their original plans for their constellation. 40.000 satellites to cover the entire earth's surface. now do you know how many cell towers are needed to cover a small (~40k sq miles) country? depending on the geography it takes about 5000 cell towers operating in the 600-2600 MHz bands. because there's something called inverse square law and each cell tower has a finite amount of bandwidth available, so even if you could theoretically reach a lot further than terrestrial towers, the number of subscribers actively using your service would need way too much bandwidth. the coverage area of a satellite in LEO is extremely large compared to the coverage of a terrestrial tower. here we can go the spaceX numbers: 40k units to cover 197 million square miles. that is one satellite gets the subscriber traffic from almost 5000 sq miles, whereas the terrestrial ones connect users from 3-50 sq miles (typically below 5 if we talk about 4G or 5G).

this means it has to serve 1000x as much users as the ground based one. even if we would go with the c band where most MNOs have 100-120MHz bandwidth and can deliver an aggregate throughput of 1-2Gbps on a since cell that would not be enough - but DTC communication doesn't work with that band as the path lost is massive. but let's assume it would be possible: if you want to have 1Mbps dl speed on your phone in average, a ground based tower can safely serve about 1000-1500 users simultaneously. now you need to up this number by the factor of 1000 to match the coverage area of the satellite: 1 million users would mean 1 terabit/s. even if that would be just remotely possible - you can't beam it up, and you cannot send it down. for that you'd need not 100MHz spectrum but close to 100GHz.

but let's play it from a different view. assume you have your decent 5GNR mobile broadband up there, with ~2Gbps bandwidth. let's try to distribute it evenly across 1 million users. there's no known scheduler that could do that. but if it would be possible without any losses and 100% efficiency, a single handset would have access to 2kbps speeds.

and here's an even tougher problem: there's nothing up there. the internet is down, on or under the surface of the earth. there are no datacenters no CDNs, no communication infrastructure in the space. do you know why? all those things need regular maintenance, and having anything up there is the most expensive game. even spaceX's game is dubious at best, they're nowhere near to get half of their constellation done, repairing anything up there is impossible, the whole spaceX concept works like a giant wifi extender from ground stations.

there's absolutely zero chance to build out a communication infrastructure up there that could just come close to what was built in the last 2 decades on earth. not that it would be super expensive to build, even more expensive to maintain and replace, internet access is not about peer to peer communication. you need high speed access to the rest of the RAN, and to the CDNs that hold the insane amount of useless junk people watch nowadays.
 
It’s nearly impossible to have a good, predictable, relationship with Musk.

He’s so mercurial and petty.

SpaceX would probably be the best one when it comes to coverage. But I hate the idea of giving Musk more money, he is also a lose canon, and Apple does not like lose canons.

Don’t try to reason with musk fans, you can’t reason somebody out of a position they didn’t reason themselves into.

Wonder if you'll refuse to use Starlink even if you're stranded and that was your only option. 🫢
 
Elon Musk is not honorable or well-intentioned, and it’s both a tragedy and a danger that two companies with such importance to our world’s future are in the hands of an enfant terrible with no filter or moral compass.
Explain opening up the Supercharger network to all EV competitors despite selling the most popular car in the world.
 
I've used Globalstar's "Satellite Data", Inmarsat's BGAN, and Starlink offerings for years (both commercial and in public safety), and it's difficult to put in words how terrible & deficient Globalstar's offering is in terms of the kind of traffic that "5G Satellite Internet" embodies.

To be fair, Globalstar's network was never really meant nor designed for that. It's meant for store-and-forward kind of async, small message comms, not TCP/IP traffic. Everything from the sats, the orbits, the constellation density, the terminals, the spectrum, the protocols they use has design decisions to favor asset tracking, very short message, etc with incredibly low power use (idle & peak). The devices are incredibly rugged, cost effective for their profile, and reliant on field-servicable kit, too.

OTOH, Inmarsat's latency is high, but bandwidth is good (if you can afford it), but it's sats are so far out compared to LEO constellations, but for circuit-switched data (video, audio, etc) is actually pretty good. But capacity is pretty damn low.

Starlink's constellation, whether you like Musk or not (and SpaceX/Starlink has thousands of employees that do the *actual* work how are *NOT* Musk and I know many of them who don't agree with or believe in his public antics and are still good, smart, wonderful, nice people), is pretty much ideally designed for this kind of stuff.

Bottom line: anyone thinking Globalstar can pull this off without a major change in their entire network either knows something the rest of us don't or is insane.
 
I've used Globalstar's "Satellite Data", Inmarsat's BGAN, and Starlink offerings for years (both commercial and in public safety), and it's difficult to put in words how terrible & deficient Globalstar's offering is in terms of the kind of traffic that "5G Satellite Internet" embodies.

To be fair, Globalstar's network was never really meant nor designed for that. It's meant for store-and-forward kind of async, small message comms, not TCP/IP traffic. Everything from the sats, the orbits, the constellation density, the terminals, the spectrum, the protocols they use has design decisions to favor asset tracking, very short message, etc with incredibly low power use (idle & peak). The devices are incredibly rugged, cost effective for their profile, and reliant on field-servicable kit, too.

OTOH, Inmarsat's latency is high, but bandwidth is good (if you can afford it), but it's sats are so far out compared to LEO constellations, but for circuit-switched data (video, audio, etc) is actually pretty good. But capacity is pretty damn low.

Starlink's constellation, whether you like Musk or not (and SpaceX/Starlink has thousands of employees that do the *actual* work how are *NOT* Musk and I know many of them who don't agree with or believe in his public antics and are still good, smart, wonderful, nice people), is pretty much ideally designed for this kind of stuff.

Bottom line: anyone thinking Globalstar can pull this off without a major change in their entire network either knows something the rest of us don't or is insane.

GSTAR’s got a whole new network in the works. There’s multiple systems in place right now, and a few that were scrapped.

On the two-way “Duplex” side of things was essentially bent-pipe CDMA service to run the satellite phones they sold. That’s the GSP1600 and GSP1700. Their next plan was to move the bent-pipe CDMA network to bent-pipe UMTS - the second generation Duplex network was also the launch of Sat-Fi 2, a direct competitor to the Iridium Go! and Inmarsat iSatHub service. Sat-Fi 2 was gunning to deliver 70-120kbps data over the existing GSTAR network.

… Then Apple came to town and started talking turkey. Apple actually managed to proposition Globalstar with enough money to immediately stop and shut down the second gen Duplex product, write off the network, the hardware, and its customers, and start working towards the relationship they built today - where they currently have rights to 85% of Globalstar’s current system capacity.

Sat-Fi 2 launched in mid-2018, and was killed in 2021 to this announcement, buried in some investor reports…
As previously disclosed, Globalstar has been evaluating the continuation of second-generation Duplex services in light of other potential uses for the Company’s capacity, such as those within the Partnership Agreements. In early 2021, the Company terminated its second-generation Duplex services to support extended testing of the Services to Partner; however, such termination was considered temporary unless or until Partner announced its intent to proceed with launch of the Services. Due to this shift in strategy triggered by today’s announcement, the Company intends to abandon its second-generation Duplex assets, including gateway property, prepaid licenses and royalties, and inventory totaling approximately $175 million.

Apple essentially took over the entirety of the second-gen Duplex capacity and is poised to continue onwards with C-3.
 
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Huh? How’s this any different than connecting to a WiFi network that’s using a fiber or cable connection? Why’s the “ability” to use Starlink via WiFi even included in this article?
key phrase "can already achieve high-speed internet speeds over a satellite connection"
 
key phrase "can already achieve high-speed internet speeds over a satellite connection"
But that has nothing to do with the capabilities of the iPhone, it's simply describing the capabilities of the Starlink device that provides a standard wifi network to the iPhone.

How dumb does it sound to say that the TV in my living room has any relation to satellites simply because the wifi signal it uses comes from a satellite device?
 
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GSTAR’s got a whole new network in the works. There’s multiple systems in place right now, and a few that were scrapped.

On the two-way “Duplex” side of things was essentially bent-pipe CDMA service to run the satellite phones they sold. That’s the GSP1600 and GSP1700. Their next plan was to move the bent-pipe CDMA network to bent-pipe UMTS - the second generation Duplex network was also the launch of Sat-Fi 2, a direct competitor to the Iridium Go! and Inmarsat iSatHub service. Sat-Fi 2 was gunning to deliver 70-120kbps data over the existing GSTAR network.

… Then Apple came to town and started talking turkey. Apple actually managed to proposition Globalstar with enough money to immediately stop and shut down the second gen Duplex product, write off the network, the hardware, and its customers, and start working towards the relationship they built today - where they currently have rights to 85% of Globalstar’s current system capacity.

Sat-Fi 2 launched in mid-2018, and was killed in 2021 to this announcement, buried in some investor reports…


Apple essentially took over the entirety of the second-gen Duplex capacity and is poised to continue onwards with C-3.
That's all really great info, and I've been seeing/hearing a lot of this, and I hope Apple can bring the $$$ and influence to get satellite design, test, and launch capacity to make this happen, and secure the spectrum to boot beyond the 9 birds that were contracted to MDA in '22 for C-3 and were contracted/secured rides on SpaceX Falcon 9s.

There are only so many lift providers, and as this competition heats up, man, it's a scary place for Apple/GSTAR to have to rely on SpaceX for launch (they're gonna need a LOT more than those 9), and with SpaceX's positioning on the regulatory side/K-Street/DC/DoD circles, the risk of getting wedged out is pretty high I think. If nothing else, I could see SpaceX sell that launch capacity for NATSEC missions and snuff out the competition indirectly that way, although, in the US, we basically have given up on enforcing any anti-trust actions (not saying that is good or bad and don't want to get into the political side of it, but will say this: the reality is just that if you donate to the right campaigns, you basically get to set policy and wield the government as your moat/weapon, and GSTAR/Apple are pretty far down on that list of donors & influencers right now).

There's ULA, but their capacity and cost isn't competitive and they're really focused on NATSEC missions, and I'm not even sure if the MDA/C-3 payloads can fly on those vehicles (Atlas V or Vulcan).
 
Explain opening up the Supercharger network to all EV competitors despite selling the most popular car in the world.
Um, Tesla owns the Supercharger network and charges customers for using it. Do you think they make more money or less money by opening it up to other EV owners?
 
Um, Tesla owns the Supercharger network and charges customers for using it. Do you think they make more money or less money by opening it up to other EV owners?
Debatable because the supercharger network was a huge selling point for teslas. Everyone else had to use the garbage chargers that were slower and 90% are broken.
 
Huh? How’s this any different than connecting to a WiFi network that’s using a fiber or cable connection? Why’s the “ability” to use Starlink via WiFi even included in this article?
Because this “article” is an ad for Starlink. It has no other purpose for existing.
 
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There were rumours in the 2010s about Apple becoming its own service provider, cutting out the telecoms whose famously poor customer service has aways been the fly in the soup of the Apple experience.

This never happened due to the complexity of setting up a ground based network across the world, but I could see Apple getting there now via a combination of satellites and a mesh network of 1.5 billion active iPhones globally.

Similar to the FindMy network where Apple leverages every iPhone to find an AirTag out of reach of the owner's iPhone, modern Apple devices have been increasingly incorporating ultra wide band components that enable peer-to-peer high speed data transfer between devices. An iPhone with a better view of the sky could relay data to nearby iPhones with poorer satellite connections creating a global data network.

Apple has the resources to deploy its own constellation of 5G satellites and it may be getting started by piggybacking on existing satellites, but I don't think it'll stop there. Imagine if Apple One included data plans.
 
He did that because it was a condition of receiving more government subsidies

So...Elon wants to give up the #1 reason of why people don't want to buy a non-tesla EV which would set them up for a near EV monopoly (at least in USA) just so that he can get a few million dollars of gov subsidies? Subsidies that they don't even need to expand their supercharging network which competition is nearly non-existent in that space?

Doesn't make sense.
 
Um, Tesla owns the Supercharger network and charges customers for using it.
Tell me something I don't know?

Do you think they make more money or less money by opening it up to other EV owners?

They lose their moat. #1 reason why prospective EV owners would refuse to buy a non-tesla is the supercharger network. They make less money long term since people don't need to buy a Tesla to access the Supercharger network which means they lose out on upselling other packages (premium data, FSD, insurance, service, etc...).
 
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