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ARRIWYKS
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Excellent breakdown — you nailed the strategic logic.
Latest data adds nuance: Qualcomm announced Nov 4 its Dragonwing QRU100 + QDU100 will power Starlink Mobile, calling it its biggest 5G deal yet — tens of thousands of sites from 2027, Massive MIMO down to 2GHz.
Yet QCOM fell to ∼$152 today, -12.2%, after Q4 handset revenue fell 26% to $5.14B, even as auto jumped 89% to $1.99B and Q4 revenue beat at $10.44B.
So the market agrees with you: brilliant long-term pivot, but execution.
比特币飞哥
#SpaceX携手高通建设美国5G网络
SpaceX has signed with Qualcomm to build a nationwide terrestrial 5G network in the U.S., called Starlink Mobile. Qualcomm says this is the largest 5G contract in the company's history, with deployment starting in 2027 and tens of thousands of macro base stations to be installed across the country. The technical highlight is pushing Massive MIMO down to the 2GHz band, whereas this technology usually operates above 3.5GHz.
The most intriguing question isn't the technology, but why SpaceX insists on building it themselves. They previously approached AT&T, Verizon, and T-Mobile to set up an MVNO, but all three refused, so they have to build it themselves. Satellites can't penetrate walls, and urban capacity can't handle the load; to compete with the big three operators for users, terrestrial base stations are unavoidable. They just spent 8 billion in October to buy low-frequency spectrum, which Musk calls the "final piece of the puzzle."
Qualcomm's mobile chip growth is sluggish, so pushing into infrastructure is a clear strategy, and securing this huge client is a solid foothold.
But don't rush to call it disruptive. Building a nationwide network requires astronomical funds, and operations, customer service, and sales all have to be built from scratch. Deployment only starts in 2027, so it's still early for a showdown. But the direction is clear: Musk wants to be the fourth nationwide mobile network in the U.S.
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