Because Huawei Mate50 and Apple iPhone14 have been equipped with it, satellite communication has become the hottest topic in the cell phone industry nowadays.
Short message mode, the first to introduce "satellite communication" into the ordinary terminal, with epoch-making significance, but the actual application scenario is limited. This is the opinion given by experts from satellite communication and smartphone industry.
At 10:00 a.m. on September 15, "Is Satellite Communication the Next Windfall for Mobile Phones?" The online communication meeting was held on time. A heavyweight expert group consisting of Huang Xu, CEO of Satellite World, Yu Chenzhi, CEO of AGM Outdoor Mobile, Fu Liang, MBA of Renmin University of China, independent TMT analyst and competitive intelligence consultant, and Sun Yanbiao, Chairman of Chaodian Think Tank, set off a brainstorm about the integration and co-progression of satellite communication and cell phone industry.
Huang Xu, CEO of Satellite World
The satellite industry CEO Huang Xu, who has more than 20 years of experience in satellite communications, said there are two major events in the satellite industry in June this year, one is the global telecom standards body 3GPP organization officially announced the freezing of the second evolution version of 5G - Release17 standard. scenarios.
Second, R17 introduces the Non-TerrestrialNetworks (NTN) 5GNR standard. This means that without waiting until 2030 for 6G to debut, direct communication between ordinary cell phones and satellite base stations will be possible, and although it can still only support low-rate data services and voice services, seamless global coverage of mobile networks is just around the corner.
On September 11, 2022, at 9:20 p.m., Falcon 9 will AST SpaceMobile's 1 BlueWalker3 satellite.
The entire AST SpaceMobile constellation is planned to consist of 243 satellites.
The orbital altitude is between 725 and 740 km: 18 in equatorial orbit, 150 at 40 degrees inclination and 75 at 55 degrees inclination.
By the end of 2023, SpaceX will launch the first five operational satellites for the constellation - BlueBird Block 1 satellites - and subsequent versions will have larger deployable arrays.
Huang Xu pointed out that the above-mentioned layout are building the hardware foundation for cell phone satellite communications.
According to Huang Xu, Huawei and Apple really link satellite communications with consumers. Before the satellite industry revenue mainly from the field of radio and television, to cell phone terminals into ordinary people, which is a better commercial path of satellite exploration.
"At this stage, cell phone satellite communication is still based on narrowband satellite, can only transmit a small amount of data information, the future broadband satellite will achieve video and pictures of cell phone synchronization." Huang Xu said.
AGM Outdoor Mobile CEO Yu Chenzhi
Yu Chenzhi founded AGM Outdoor Mobile, which also had a hot streak in 2017. When he found that many travel friends had a strong demand for satellite phones, he made his first product, AGMX2 satellite phone, in 2017, mainly for teams, climbing teams, forestry departments and other uses. But at that time, there was a threshold of application for consumers at the C-end, which required the procedure of reporting and approval, and the cost was expensive, making it difficult to popularize.
In 2018, the AGMX3 Geek Edition satellite phone was released, priced at RMB 14,999, with Antenna MSI communication technology. As ordinary consumers can apply through ID card registration to the operator, so at that time, AGMX3 Geek Edition satellite phone was prepared with 3,000 units of cell phones, and the final main consumer groups are still mountaineering teams, forestry, fisheries and other industry users.
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"Now satellite communication cell phone in outdoor adventure and rescue organizations more applications, under the promotion of Huawei and Apple, will gradually go to the public, which is the industry is good."
Yu Chenzhi summed up past experience, said the advantage of cell phone satellite communication is that there is no mobile signal when you can call through the satellite around the clock, in the outdoor adventure and emergency rescue with more; and the disadvantage is that the power consumption, large volume and high tariffs.
"Now satellite communication cell phone is still part of the emergency equipment, B-end market sales accounted for seventy percent." Yu Chenzhi said.
Independent TMT analyst Fu Liang
"Now it belongs to the initial stage, and the scale is only used for special occasions." Fu Liang, an MBA from Renmin University of China, independent TMT analyst and competitive intelligence consultant, said the launch of cell phone short messages shows the maturity of this technology, but the high tariffs make the satellite communication network still a relatively long way from the landed use of the common people. Communication in the true sense of the word should include at least two major functions: making phone calls and quasi-high-speed Internet access.
"In an environment where there is no communication signal, satellite communication is really useful." Sun Yanbiao said the satellite network is a new channel supplement. Now that the number of base stations is popular and the ground network is developed, non-special application scenarios, satellite communications will not give a fundamental change in the shape of the phone.
Sun Yanbiao predicted that after Huawei and Apple, the future Xiaomi, OPPO, vivo, glory and other brands of cell phone manufacturers will also join the satellite communication camp, the most optimistic estimate is that around December this year, Xiaomi, OPPO, vivo and glory will be launched with satellite communication high-end cell phones, at the latest in March next year.
Following the folding screen, Chinese cell phone manufacturers have found a new product route to hit the high end. The most interesting thing is that Chinese cell phone manufacturers are launching cell phone satellite communications in China, while the iPhone 14 has no way to use the feature in China.
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