Amazon’s new satellite network for mobile phones could turn up the heat on SpaceX

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Amazon filed an application with the Federal Communications Commission for a license to operate a new network of 5,105 satellites that would provide service to mobile phones, with plans to start launching them in 2028.

The move comes several months after Amazon acquired the satellite operations of Globalstar, which provides emergency connectivity to Apple iPhones and internet-of-Things devices. The filing revealed the company’s plans to leverage Globalstar’s radio spectrum to expand these offerings and integrate them with Leo, Amazon’s broadband internet satellite network.

That sets up more competition with SpaceX, which has dominated both the satellite internet and satellite-to-mobile services market. SpaceX will spend $20 billion buying spectrum from Echostar to build out its mobile constellation, one of the key growth strategies described in its IPO filings.

Still, it’s not yet clear how valuable satellite-to-mobile connections will be. Most offer limited bandwidth, suitable only for text messages or emergency situations....

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