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Robots and Chips's avatar

Great analysis of the engineering challeges here. The antenna miniaturization problem is fascinating - current Starlink terminals use phased arrays that are orders of magnitude larger than what could fit in a phone. However, Apple has a track record of accomplishing seemingly impossible hardware feats (remember when they fit 5G mmWave antennas into the iPhone 12?). The pricing speculation is realistic but I think Apple might subsidize this heavily to differentiate from Android. If they can get it down to $20-30/month for unlimited data, it becomes a mass market feature rather than a niche one. The real competitive moat here would be if Apple signs an exclusive deal with SpaceX for mobile integration - that would give them a years-long advantage while competitors scramble to build relationships with OneWeb or Amazon's Kuiper.

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