The LEO satellite sector keeps moving at a fast pace. If you want the latest market outlook, you can download our Insight Note below. I wanted to add a bit more context here, especially since a new development for SpaceX emerged after we released the Note. SpaceX just received FCC authorization to scale its Gen2… Read More »
Low Earth Orbit (LEO) satellite constellations providing direct to device (D2D) services rely on terrestrial mobile spectrum to operate. This is only possible through an agreement with a mobile network operator, as regulated by national frameworks governing such services. This was the case until recently, when AST SpaceMobile and SpaceX acquired Mobile Satellite Spectrum (MSS)… Read More »
Are terrestrial spectrum-sharing frameworks like the FCC’s SCS and ISED’s SMCS failing to provide viable bandwidth, pushing Non-Terrestrial Network (NTN) operators to aggressively pursue Mobile Satellite Service (MSS) spectrum for greater independence and scalability? Recent developments suggest that the spectrum battle is shifting from terrestrial networks to orbital assets. There are growing indications that terrestrial… Read More »
SpaceX argues that EchoStar isn’t fully utilizing its MSS spectrum (AWS-4 band), while EchoStar insists that meeting FCC deployment requirements should be enough to retain its license. This raises a key regulatory question: Should spectrum rights be based on actual usage, or is compliance with deployment rules sufficient? To what extent do commercial factors give… Read More »
Direct-to-device (D2D) satellite communications present significant challenges, both financial and technological, that are closely interconnected. Addressing one set of challenges often increases the risk in the other. Different D2D constellations have adopted various strategies to balance commercial and technological risks. In our latest Insight Note, which you can download below, we highlight some of the… Read More »
Update – May 23, 2023: We have published a report detailing the technical performance of AST Space Mobile direct-to-handset LEO constellation. Click here for additional information. Different approaches are possible to enable Direct-to-Handset (DTH) satellite connectivity. For instance, there’s the approach by T-Mobile and SpaceX (see here) and by Apple and Globalstar (see here). AST… Read More »
This will start as a technical post, but I will relate it to practical and commercial conclusions at the end. T-Mobile and Space-X announced a partnership to provide direct satellite-to-handset service using T-Mobile PCS frequency band. While this is new to Space-X, there are other players in the industry working on the same objective, primarily… Read More »
LEO constellations are set to introduce new dynamics in connectivity services. I’ve been looking to answer questions on the competitive or complementary nature of LEO with different types of terrestrial services such as fixed wireless access or long-haul transport. In process of the analysis, one needs to differentiate among LEO constellations since they are designed… Read More »