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SpaceX announces plan to become a ‘major mobile carrier’

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SpaceX has announced a bold plan to transform its Starlink Mobile service into a major U.S. mobile carrier, acquiring a portfolio of low-band spectrum licenses that the company says will reshape the American wireless landscape. The move positions SpaceX to compete directly with established telecommunications giants T-Mobile, AT&T, and Verizon once the Federal Communications Commission approves the transaction.

The newly acquired licenses include up to 14 megahertz of paired spectrum in the 800 MHz band. SpaceX emphasized that this low-band spectrum will enable Starlink Mobile signals to penetrate walls and buildings more effectively, addressing a longstanding challenge for satellite-based communications. Low-band frequencies are prized in the wireless industry for their ability to travel longer distances and reach indoors, making them essential for broad coverage.

This acquisition builds on SpaceX's earlier purchase of 2GHz spectrum from EchoStar, a deal designed to bolster its direct-to-device service capabilities. Together, these spectrum purchases signal SpaceX's long-term strategy to build an integrated network infrastructure that combines the reach of satellites with the reliability of terrestrial cell towers.

In a parallel development, the FCC has approved SpaceX's plans to deploy 15,000 V2 Starlink Mobile satellites. According to SpaceX, this next-generation constellation will deliver more than 100 times the bandwidth of the current generation, dramatically expanding the capacity of its satellite network to serve mobile users across the country.

SpaceX describes the combination of new low-band spectrum and its Gen2 constellation as a unique advantage. "Starlink Mobile can now become the first network operator to deploy both satellite and terrestrial spectrum," the company stated. The unified approach aims to provide Americans with reliable connectivity indoors, outdoors, in cellular dead zones, and everywhere in between.

If approved, the deal would mark a significant shift in the U.S. telecommunications market, introducing a new competitor backed by a rapidly expanding satellite constellation. The integration of satellite and terrestrial networks could set a new industry standard for seamless wireless coverage.

The FCC's review process will determine the timeline for SpaceX's transition into a full-scale mobile carrier. Industry observers will be watching closely as the company moves to challenge decades-old dominance by traditional wireless providers.