European telecom giants unite to secure satellite frequencies, challenging SpaceX's growing influence in the space-based connectivity race.
Satellites need compatible frequencies
To communicate directly with devices, satellites need frequencies compatible with smartphone chips. SpaceX is spending billions to acquire these frequencies to expand its Starlink service.European operators resist expansion
In Europe, resistance is forming through a group of four major operators, including Orange. These companies are concerned about the growing influence of American firms like SpaceX in the satellite communications sector.Traditional mobile networks
Mobile phone networks have operated for decades using relay antennas installed across the territory to provide broad coverage. While there are still some areas with poor reception, the overall coverage is nearly universal.New satellite-based technology
A new technology, known as direct-to-device or direct-to-cell, uses satellites in space to connect devices. This approach allows smartphones to communicate directly with satellites instead of relying on ground-based relay towers.Frequencies are tightly controlled
Whether using satellites or ground-based antennas, the key to communication is the frequency used. In France and other countries, frequencies are regulated and require authorization, often obtained through expensive auctions.European operators seek joint action
Four European operators—Deutsche Telekom, Orange, Telefónica, and Vodafone—have signed a letter of intent to study a possible joint application for frequencies used in Mobile Satellite Services (MSS) in Europe.Initiative supports European goals
The operators stated that their initiative aligns with the European Commission’s goal of strengthening Europe’s sovereignty, security, and resilience in critical connectivity infrastructure.Open access for all operators
The initiative aims to ensure that all mobile network operators can access the necessary resources to offer Direct-to-Device (D2D) services in an open and non-discriminatory way.U.S. warns of potential backlash
The day before the European announcement, the American ambassador to the EU warned that European restrictions on American companies like SpaceX could lead to "devastating" consequences for European businesses.Operators have existing U.S. partnerships
Orange and Deutsche Telekom are already partnering with American companies, indicating a complex landscape of alliances and competition in the satellite communications sector.