3 min read
Apple Inc. is reportedly exploring a strategic tie up with SpaceX to bring Starlink’s satellite internet directly to its next generation iPhone models, with the iPhone 18 Pro positioned as the front runner for a 2026 launch.
The move would expand Apple’s satellite leadership beyond emergency services and potentially retire its longstanding Globalstar partnership.
Satellite Internet Moves Into the Mobile Mainstream
Apple’s current satellite connectivity, facilitated by Globalstar, is limited to emergency SOS functions and basic messaging. However, according to a The Information sourced report, Apple is targeting “5G networks that aren’t tethered to Earth’s surface… which includes satellites.”
If accurate, the iPhone 18 Pro and possibly the iPhone 18 Pro Max could gain full internet access via Starlink’s direct to cell (D2C) technology. Source analysis reveals several signals: SpaceX has modified its satellite network to align with Apple’s radio spectrum, Globalstar has hinted at selling itself amidst weakened negotiating leverage, and Apple appears to be preparing for revised iPhone launch timing.
Technical and Strategic Underpinnings
Starlink, SpaceX’s satellite internet constellation, received regulatory clearance in 2024 for direct to cell connectivity in the U.S., tested with carriers such as T Mobile. Apple later added support for satellite messaging in iOS 18.3. Industry estimates suggest D2C data speeds could start around 4 Mbps, with the potential to scale dramatically.
By integrating Starlink, Apple would leapfrog terrestrial only models and position itself for global coverage even in remote regions. For SpaceX, gaining Apple as a handset partner would validate Starlink’s broad consumer roadmap and spectrum holdings.
Complications and Stakeholder Dynamics
Despite the progress, this deal is far from sealed. Apple and SpaceX have navigated conflicting interests, especially after public tension between Apple and Elon Musk. Analysts warn that integrating a full satellite modem into a smartphone demands hardware redesigns, antenna modifications and carrier alignment.
Moreover, Globalstar’s sizeable role in Apple’s current setup raises potential legal and transactional thresholds. Apple’s carrier partners also remain a critical factor. Will they support satellite data billing, roaming and regulatory compliance in underserved markets?
Market and Consumer Implications
If realised, this partnership could deliver iPhone users global internet connectivity without reliance on terrestrial towers, a major differentiator in emerging market mobile strategy.
It would also raise the bar for Android manufacturers and satellite network rivals such as AST SpaceMobile, which claim handset native satellite ambitions. For operators and regional regulators, the shift poses questions around spectrum licensing, local wholesale access and competitive dynamics.
