Survey updates for rumored’s iPhone 14 support for satellite communication / 傳聞中的 iPhone 14 支持衛星通訊的調查更新

郭明錤 (Ming-Chi Kuo)
2 min readAug 29, 2022

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Survey updates for rumored’s iPhone 14 support for satellite communication.

  1. The increasing frequency of natural disasters and geopolitical conflicts in recent years will likely make emergency texting/voice services via satellite communication a must-have smartphone feature.
  2. Satellite communication is one of iPhone 14’s test items before mass production, and Apple had completed hardware tests for this feature. iPhone 14's satellite communication mainly provides emergency texting/voice services.
  3. Whether iPhone 14 will offer satellite communication service depends on whether Apple and operators can settle the business model.
  4. I learned that Apple had already completed the hardware development of satellite communication in the iPhone 13. The lack of support is because the business model had not been negotiated.
  5. Hard to predict precisely when the iPhone will offer satellite communication service, but I believe it will happen eventually.
  6. MediaTek had demonstrated satellite communication with commercial 5G smartphone hardware (https://bit.ly/3pT6UK0).
  7. Huawei will hold a media event on September 6 and announce the new model Mate 50, which will likely offer emergency texting services via satellite communication supported by the BDS (BeiDou Navigation Satellite) system.
  8. MediaTek and Huawei’s efforts further prove that satellite communication will likely eventually become a must-have feature of smartphones, including the iPhone.
  9. The operator most likely to partner with Apple for satellite communication is Globalstar.
  10. In the satellite communication service ecosystem, satellite communication operators like Globalstar have the highest entry barriers, which deserve investors’ great attention.

傳聞中的 iPhone 14 支持衛星通訊的調查更新。

  1. 近年來日益頻繁的自然災害和地緣政治衝突,可能將使透過衛星通訊的緊急簡訊/語音服務成為智慧型手機的必備功能。
  2. 衛星通訊是iPhone 14量產前的測試項目之一,Apple已完成該功能的硬體測試。iPhone 14上的衛星通訊主要是提供緊急簡訊/語音服務。
  3. iPhone 14是否提供衛星通訊服務,取決於Apple和運營商能否談妥商業模式。
  4. 我的理解是,Apple已經在iPhone 13完成了衛星通訊的硬體開發,商業模式未定是沒有支持的原因。
  5. 很難精確預測 iPhone 何時會提供衛星通訊服務,但我相信它最終會發生。
  6. 聯發科已經展示了在5G手機硬體上的衛星通訊功能 (https://bit.ly/3pT6UK0)。
  7. 華為將於9月6日舉行媒體發布會並發布新機Mate 50,Mate 50可能會通過北斗系統支持的衛星通信提供緊急簡訊服務。
  8. 聯發科和華為的努力進一步證明,衛星通訊最終可能會成為包括iPhone在內的智慧型手機的必備功能。
  9. 最有可能與 Apple 合作進行衛星通訊的運營商是 Globalstar。
  10. 在衛星通訊服務生態系統中,像Globalstar這樣的衛星通訊運營商進入門檻最高,值得投資者高度關注。

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郭明錤 (Ming-Chi Kuo)

天風國際證券分析師,分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.