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data-views=\"1\"></v-v>","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938989897","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933747249,"gmtCreate":1662350528281,"gmtModify":1676537043183,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>👍👍","text":"$Builders FirstSource(BLDR)$👍👍","images":[{"img":"https://community-static.tradeup.com/news/7356bd72a3e996ed36981d1da2126d4f","width":"1080","height":"2275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933747249","isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9933744867,"gmtCreate":1662350370560,"gmtModify":1676537043137,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933744867","repostId":"1138935850","repostType":4,"repost":{"id":"1138935850","kind":"news","pubTimestamp":1662347645,"share":"https://ttm.financial/m/news/1138935850?lang=en_US&edition=fundamental","pubTime":"2022-09-05 11:14","market":"us","language":"zh","title":"Apple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138935850","media":"智东西","summary":"苹果搞了五年的卫星通信，华为要抢先发布了。","content":"<p><html><head></head><body>Text/Yun Peng</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>After five years of satellite communications, Huawei is going to be the first to release it.</p><p>The \"space\" theme of Apple's invitation letter to this fall's conference has led many industry insiders to speculate that Apple's iPhone 14 series will support the long-rumored \"satellite communication\" function.</p><p><img src=\"https://static.tigerbbs.com/f18353155b97d427c2bed5a8360d19ec\" tg-width=\"425\" tg-height=\"833\" referrerpolicy=\"no-referrer\"/></p><p>Just this week, well-known Apple analyst Ming-Chi Kuo announced his latest research on Apple's satellite communication function. He believes that it is inevitable that the iPhone will support satellite communication, but whether this function will be implemented in the iPhone 14 is still not completely certain.</p><p><img src=\"https://static.tigerbbs.com/9eeced6fb7cbadb39705a7f52487c03c\" tg-width=\"550\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>As early as last year, Ming-Chi Kuo predicted that the iPhone 13 series might support satellite communications, but in the end this prediction did not come true. Bloomberg reporter Mark Gurman (Mark Gurman) also previewed what functions Apple's satellite communication function will have.</p><p>Ming-Chi Kuo also mentioned that Huawei's Mate50 series mobile phones, which will be released on September 6, may provide the ability to send emergency text messages through satellite communications based on the Beidou system.</p><p>As soon as Ming-Chi Kuo finished speaking, Huawei's terminal business CEO,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Yu Chengdong, CEO of Automotive Solutions BU, said that Huawei Mate50 will release a \"piercing the sky\" technology. Subsequently, Huawei insiders confirmed to the media that Huawei Mate50 will indeed support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/df76ef27e053384f384af515c68ba8fe\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/></p><p>In other words, Huawei will most likely release satellite communication functions ahead of Apple.</p><p>Why do Apple and Huawei bet on satellite communications one after another? What can an iPhone that supports satellite communications do, and what adjustments does an iPhone need to make to support satellite communications? Will satellite communications subvert our cellular mobile network today in the future?</p><p>A new revolution in the field of mobile communication technology is brewing.</p><p><b>01．</b></p><p><b>Satellite communication can \"save lives\" or become a must for smartphones</b></p><p>Earlier Bloomberg reporter Gurman mentioned that it has not been a day or two since Apple wanted to implement satellite communication functions on the iPhone.</p><p>Why does Apple have a soft spot for satellite communications, and what is the use of this feature?</p><p>In a word, this feature will allow us to send messages and make phone calls in areas without cell phone coverage.</p><p>For example, in some emergency situations where mobile phones have no signal, we can quickly send messages to emergency contacts; In some crashes, the accident location is often very remote and there is no signal from mobile phones. At this time, we can use satellite communication to report the accident situation in time.</p><p>Of course, for people who are lost during travel or exploration in remote areas, this function can also play a \"life-saving\" role in some remote mountainous areas, lakes and other places without 4G or 5G signal coverage.</p><p>Ming-Chi Kuo believes that the increasingly frequent natural disasters and geopolitical conflicts in recent years may make emergency communication capabilities based on satellite communications an essential function of smartphones.</p><p>Speaking of which, you may have some \"bold ideas\". If iPhone can communicate without signal, does that mean that we can get rid of the limitation of cellular mobile network and no longer need to apply for mobile network packages?</p><p>According to the information disclosed by informed sources, the initial application scope of Apple's satellite communication function is still relatively limited, mainly focusing on the handling of some crisis situations.</p><p><img src=\"https://static.tigerbbs.com/b5323ee5a63164caf27dded04b65201d\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>According to people familiar with the matter, Apple is now developing at least two specific \"emergency features\", and these emergency features will rely on satellite networks, and Apple will apply these features in future iPhones.</p><p>The first function will be called \"Emergency Message via Satellite\", which allows users to send emergency messages through satellite networks when their mobile phones have no signal.</p><p>This feature will be integrated into iOS's messaging App and appear in the form of \"gray bubbles\" instead of the green or blue bubbles of ordinary messages.</p><p>The second function will be major accident reporting, such as plane crashes and ship sinks. This function also needs satellite network support.</p><p>Apple's satellite communication tool for reporting major accidents is internally codenamed \"Stewie\". This tool will limit the length of messages sent, and these messages will be automatically sent to the emergency contact's mobile phone, even if the emergency contact has set \"Do Not Disturb\", the mobile phone will receive the message and prompt it.</p><p>In this feature, the phone will ask the user what kind of crisis situation they have encountered, whether it involves a car, ship, plane or fire. In addition, users can further report more specific information, such as whether there are casualties, whether search and rescue services are needed, whether there is suspicious behavior or gun threats.</p><p>When the user uses the emergency service, the mobile phone will send the user's location information and medical ID. The medical ID is a virtual card in the Apple Health App, which records the user's age, medical history, medication status, height and weight and other information.</p><p>Apple has designed a sending method internally. As long as users enter the phrase \"Emergency SOS\", the mobile phone will automatically send the information to the emergency contact.</p><p>Apple has also tested a method of connecting to satellites internally, which requires users to walk outdoors in a certain direction to help the iPhone get satellite signal, and this connection is not instant, sometimes it may take a minute or so to complete.</p><p>In addition to sending text messages, the satellite communication tool may also have the ability to handle satellite phone calls later.</p><p><img src=\"https://static.tigerbbs.com/f88036aaa8407c20f00a536977da71fa\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>However, in the final analysis, whether these functions can be realized depends in part on the availability of satellites and whether local regulations allow it. Obviously, this feature is not applicable to all countries and regions.</p><p><b>02．</b></p><p><b>Hardware testing is in place, customized baseband chips, Apple has to \"launch satellites\"?</b></p><p>These functions have been brewing for a long time. In fact, Apple has been committed to the research of satellite-related technologies for many years. Bloomberg said that the Apple team's exploration in this field can be traced back to 2017.</p><p>On August 29, 2021, Ming-Chi Kuo predicted that the iPhone 13 series will support satellite communication capabilities. He mentioned that the iPhone 13 series<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The X60 5G baseband will support low-earth orbit satellite communications.</p><p>Ming-Chi Kuo's main basis for making these judgments is Apple's 5G baseband supplier Qualcomm and the United States<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>(Globalstar) companies have cooperation in this field.</p><p>Regarding the specific business model, he believes that if the user's operator (such as T-Mobile and Verizon) has cooperated with Globalstar, then the user can directly use Globalstar's satellite communication services through the operator's services.</p><p>In Ming-Chi Kuo's latest analysis, he mentioned that Apple has now completed the hardware test of the satellite communication function. Whether Apple will specifically apply this function depends on whether Apple and operators can negotiate a business model.</p><p>He believes that Apple completed the hardware development of satellite communication functions as early as the iPhone 13 period, but the business model had not yet been determined at that time.</p><p>Once the Apple iPhone has satellite communication capabilities, it will be the first mainstream smartphone to support this feature. Ming-Chi Kuo also mentioned that if other mobile phone manufacturers also want to use satellite communication functions, they will probably be one year later than Apple.</p><p>Satellite phones are nothing new. At present, consumer satellite phones can be easily purchased. Satellite phones generally require a large independent antenna, and in some cases, some other auxiliary equipment is needed to capture and relay satellite signals.</p><p><img src=\"https://static.tigerbbs.com/a6fc40c46b0f4e5cfefdf8a0b5d261ff\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>▲ Common satellite phones and accessories on the market</p><p>What \"customizations\" will Apple make to the baseband chip to achieve this function? How will Apple design the antenna that implements this communication function? There are still no clear answers to these questions, which are of great concern to the industry. But what is certain is that in order to connect to satellites, Apple does need a \"customized\" communication chip that is different from the existing 5G baseband.</p><p><img src=\"https://static.tigerbbs.com/56224f71d750b0bf58685141398b7b44\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Ming-Chi Kuo also mentioned that Apple's trial of satellite communication technology on the iPhone is just the beginning. In the future, Apple's MR headsets and even Apple's electric vehicles will improve their experience through the addition of satellite communication technology.</p><p>Not long ago, Gurman revealed that the \"Pro\" version of Apple Watch that Apple will launch will also support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/2b111b89cfb4e51c1b8cff2a5509ae1a\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg reported that in the further future, Apple is even considering eventually deploying its own satellites, but the realization of recent functions will rely on existing satellite networks.</p><p>Considering Apple's habit of keeping key technologies in its own hands, we wouldn't be too surprised if they really developed their own communication satellites and launched them into space to form their own satellite communication network.</p><p><b>03．</b></p><p><b>Who is the \"global star\" who exclusively enjoys Apple's big orders?</b></p><p>Although Apple's ideals are full, returning to reality, can we really see satellite communications landing on the iPhone 14 this year?</p><p>Another person familiar with the matter contacted by Bloomberg revealed that although the iPhone 14 may already be equipped with the hardware needed to implement satellite communications, the actual satellite communications functions may not be ready yet. He believes that Apple will not be able to integrate these functions until at least 2023. Ready.</p><p>So despite a lot of speculation in the industry, Apple is likely to temporarily change these features or directly abandon them before the actual release of the iPhone 14 on September 8.</p><p>According to Apple's habit, if a function is not polished and mature, it will never be released.</p><p>Regardless of whether Apple's iPhone 14 will support satellite communication functions, the stock price of the potential partner Global Star mentioned above has actually soared. In the past month, the stock price of Global Star has increased by more than 33%.</p><p><img src=\"https://static.tigerbbs.com/7dc4015bcdf21aa75aa9a204ec25477e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Global Star's stock price trend chart in the past month, source:<a href=\"https://laohu8.com/S/GOOG\">Google</a>Finance and Economics</p><p>Global Star has previously announced that it has signed an agreement with an \"undisclosed partner\" to develop a new service. Some insiders believe that the partner is most likely Apple.</p><p><a href=\"https://laohu8.com/S/IRDM\">Iridium Communications</a>(Iridium Communications) and Omnispace are the two major competitors of Global Star, but Apple does not currently cooperate with Iridium Communications, and industry analyst Tim Farrar also said that Omnispace has not promised to build a system to support such services.</p><p>The Iridium system used in Iridium communications originated from the \"Iridium Project\" proposed by Motorola at its peak in the 1990s-using 77 near-Earth satellites, we can make phone calls anywhere in the world.</p><p>But the final result was that 66 satellites were launched, and Motorola was already dragged down by huge investment. After the business was spun off, it survived and developed into today's Iridium communications, which makes people sigh its tenacious vitality.</p><p>Now it seems that this big cake of Apple satellite communications is exclusively enjoyed by Global Star.</p><p>Among the shareholders of Global Star, we can see Qualcomm. In fact, Global Star System is a low-orbit satellite mobile communication system proposed by the American company LQSS to the Federal Communications Commission (FCC) in June 1991, and LQSS is a company jointly established by Loral NASA and Qualcomm.</p><p>From a technical point of view, the satellite communication system used by Globalstar is different from the Iridium system used by its competitor Iridium Communications in terms of structural design and technology. Simply put, what the Globalstar system wants to achieve is that any user can access the joint networking of the ground public network through this system at any time.</p><p>The global satellite system uses low-orbit satellites to form a mobile communication satellite system that continuously covers the whole world. It is more like an extension and supplement to our existing terrestrial cellular mobile communication system and other mobile communication systems, rather than a mutual substitution relationship.</p><p>The technical characteristics and advantages of Global Star may also be Apple's main considerations when choosing it. After all, Apple has always only selected the top players in the industry when choosing suppliers.</p><p>Ming-Chi Kuo also believes that in the satellite communication service ecosystem, satellite communication operators such as Globalstar have high entry barriers and deserve high attention from investors.</p><p><b>04．</b></p><p><b>The implementation of satellite communications has started an accelerated mode, and the United States has become the absolute dominant market</b></p><p>At present, Apple's iPhone's use of satellite communications seems to be relatively advanced, which has attracted a lot of attention. However, in the near future, satellite communications may become the \"norm\" in the smartphone market.</p><p>Domestically, the Huawei Mate50 series can basically confirm that it will release some emergency information sending functions based on satellite communications before Apple.</p><p>Just recently, MediaTek, the world's largest mobile phone chip manufacturer in terms of shipments, also announced that it has successfully completed the world's first 5G NTN satellite mobile phone laboratory connection test, connecting smartphones to 5G non-terrestrial networks (NTN) and achieving high-speed and reliable 5G connections through satellites.</p><p><img src=\"https://static.tigerbbs.com/f0bc7ae4ce1b37e9a685ee8522bc1b98\" tg-width=\"550\" tg-height=\"126\" referrerpolicy=\"no-referrer\"/></p><p>In overseas markets, telecom giants T-Mobile and SpaceX have jointly announced that the Starlink (Starlink) satellite launched next year will be able to directly connect to operators' mobile phones through existing cellular network frequency bands. The two companies hope to enable users to enjoy global roaming services anywhere covered by satellites.</p><p><img src=\"https://static.tigerbbs.com/f5185ce4522e9b8f7de5a376040825c2\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Left: Mike Sievert, right: Musk</p><p>On top of that, the service has the potential to be added to existing T-Mobile network plans for free.</p><p>In other words, if Apple's iPhone 14 does not support satellite communications, T-Mobile's operator contract phone users will be the first to enjoy satellite communications services next year.</p><p>\"It's like putting a cellular tower in the sky, but it's much more difficult,\" said T-Mobile CEO Mike Sievert.</p><p>SpaceX CEO Musk also added: \"What we have to do is not only rewrite the satellite program, but also create the world's most advanced phased array antenna... The satellite is flying at 17,000 miles per hour above our heads. Under normal circumstances, no signal tower can fly, let alone fly so fast.\"</p><p>It is understood that this service will initially support SMS sending, and may also support some even communication apps. Follow-up voice calls and real-time messaging are both possible, Musk said.</p><p>However, Sievert did not forget to \"get a vaccination\". He said that there are still some technical problems to be solved. For example, there may be a delay of about half an hour in the first release of news.</p><p>It can be seen that on the eve of the implementation of satellite communications on smartphones, there are still many problems to be solved.</p><p>Ten years ago, Google tried to use hydrogen balloons for large-area signal coverage, but the effect was not good and the cost was too high, so it finally gave up.</p><p>Today, the balloon was replaced with a satellite.</p><p>At present, the global communication market has reached an average annual scale of one trillion dollars, but the network coverage is less than 10% of the earth's area. Due to geographical constraints, the number of signal transmission towers is close to saturation.</p><p>According to data from Research And Markets, the global communications industry market size will reach US $3.461 billion in 2025, and it is estimated that the global satellite Internet output value will reach US $560-850 billion by 2025.</p><p>The entry of various technology giants has further accelerated the development of satellite Internet.</p><p>SpaceX is one of the new players who has a louder voice and moves faster. SpaceX first started implementing the Starlink project in 2019, planning to launch 42,000 Starlink satellites to form a Starlink network and provide satellite Internet services to the world. So far, about 2,000 satellites have been launched.</p><p><img src=\"https://static.tigerbbs.com/6e8a1ce9f6dffcac6bc0d1177f99aa0b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>According to the analysis, with the launch of the \"Starlink\" program of the United States, the competition for the development of global low-orbit satellites has become increasingly fierce, and the non-renewable strategic resource of space orbit and frequency band will become increasingly scarce.</p><p>The United States, the United Kingdom, Canada, and Russia have all accelerated the deployment of low-orbit satellites. Tianfeng Securities predicts that among the global low-Earth orbit satellites, the number of satellites launched by the United States will account for more than 90% in the future, reaching about 50,000.</p><p>Domestically, Jiutian MSI, a private commercial aerospace company invested by Xi'an Institute of Optics and Precision Mechanics, Chinese Academy of Sciences, entered seven \"ladybug series\" satellites in orbit in 2018, and carried out constellation Internet of Things verification in wildlife protection, field emergency rescue, vehicle and ship monitoring, logistics traceability and other fields.</p><p>In 2019, the Apocalypse Cangzhou satellite developed by Beijing Guodian Hi-Tech Technology Co., Ltd. was successfully put into orbit, realizing the initial networking operation of the Apocalypse Internet of Things constellation.</p><p>According to the research report of Tianfeng Securities, China currently has only three low-orbit broadband communication satellites in orbit, and the construction of satellite Internet is lagging behind.</p><p><img src=\"https://static.tigerbbs.com/3630f8c3b4701bcdc88c3256ceac413d\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>▲ Global low-Earth orbit satellite layout and proportion in 2029 (units,%), source: Tianfeng Securities</p><p>In addition to SpaceX, OneWeb,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And other technology companies are also entering this market as new players. In addition, the \"Big Three\" of traditional satellite suppliers such as SES of the United States, Eutelsat of Europe, and Intelsat of the International Telecommunications Satellite Organization have also launched their own high-throughput satellite plans to develop the satellite Internet market.</p><p>From mobile phone manufacturers, chip manufacturers, satellite manufacturers to satellite communication operators, the entire satellite Internet ecosystem is developing rapidly, and it is inevitable that satellite communications will be implemented in smartphones.</p><p><b>05．</b></p><p><b>Conclusion: Satellite communications become a new variable in the consumer electronics market</b></p><p>Whether Huawei Mate50 will beat Apple's iPhone 14 to become the world's first mainstream smartphone to support satellite communications will be announced next week. It is conceivable that if Apple's iPhone 14 supports this function, it will definitely drive the development of the entire industry chain, and we will also see more smartphones supporting satellite communications.</p><p>At present, satellite communications mainly solve communication problems in emergencies and remote areas without signal coverage, and are in a \"complementary\" relationship with existing cellular mobile networks. But with the maturity of satellite communication technology, will it further replace cellular mobile networks or even change the market structure of existing mobile network operators? There is room for imagination.</p><p></body></html></p>","source":"zhidxcom","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智东西</strong><span class=\"h-time small\">2022-09-05 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Yun Peng</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>After five years of satellite communications, Huawei is going to be the first to release it.</p><p>The \"space\" theme of Apple's invitation letter to this fall's conference has led many industry insiders to speculate that Apple's iPhone 14 series will support the long-rumored \"satellite communication\" function.</p><p><img src=\"https://static.tigerbbs.com/f18353155b97d427c2bed5a8360d19ec\" tg-width=\"425\" tg-height=\"833\" referrerpolicy=\"no-referrer\"/></p><p>Just this week, well-known Apple analyst Ming-Chi Kuo announced his latest research on Apple's satellite communication function. He believes that it is inevitable that the iPhone will support satellite communication, but whether this function will be implemented in the iPhone 14 is still not completely certain.</p><p><img src=\"https://static.tigerbbs.com/9eeced6fb7cbadb39705a7f52487c03c\" tg-width=\"550\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>As early as last year, Ming-Chi Kuo predicted that the iPhone 13 series might support satellite communications, but in the end this prediction did not come true. Bloomberg reporter Mark Gurman (Mark Gurman) also previewed what functions Apple's satellite communication function will have.</p><p>Ming-Chi Kuo also mentioned that Huawei's Mate50 series mobile phones, which will be released on September 6, may provide the ability to send emergency text messages through satellite communications based on the Beidou system.</p><p>As soon as Ming-Chi Kuo finished speaking, Huawei's terminal business CEO,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Yu Chengdong, CEO of Automotive Solutions BU, said that Huawei Mate50 will release a \"piercing the sky\" technology. Subsequently, Huawei insiders confirmed to the media that Huawei Mate50 will indeed support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/df76ef27e053384f384af515c68ba8fe\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/></p><p>In other words, Huawei will most likely release satellite communication functions ahead of Apple.</p><p>Why do Apple and Huawei bet on satellite communications one after another? What can an iPhone that supports satellite communications do, and what adjustments does an iPhone need to make to support satellite communications? Will satellite communications subvert our cellular mobile network today in the future?</p><p>A new revolution in the field of mobile communication technology is brewing.</p><p><b>01．</b></p><p><b>Satellite communication can \"save lives\" or become a must for smartphones</b></p><p>Earlier Bloomberg reporter Gurman mentioned that it has not been a day or two since Apple wanted to implement satellite communication functions on the iPhone.</p><p>Why does Apple have a soft spot for satellite communications, and what is the use of this feature?</p><p>In a word, this feature will allow us to send messages and make phone calls in areas without cell phone coverage.</p><p>For example, in some emergency situations where mobile phones have no signal, we can quickly send messages to emergency contacts; In some crashes, the accident location is often very remote and there is no signal from mobile phones. At this time, we can use satellite communication to report the accident situation in time.</p><p>Of course, for people who are lost during travel or exploration in remote areas, this function can also play a \"life-saving\" role in some remote mountainous areas, lakes and other places without 4G or 5G signal coverage.</p><p>Ming-Chi Kuo believes that the increasingly frequent natural disasters and geopolitical conflicts in recent years may make emergency communication capabilities based on satellite communications an essential function of smartphones.</p><p>Speaking of which, you may have some \"bold ideas\". If iPhone can communicate without signal, does that mean that we can get rid of the limitation of cellular mobile network and no longer need to apply for mobile network packages?</p><p>According to the information disclosed by informed sources, the initial application scope of Apple's satellite communication function is still relatively limited, mainly focusing on the handling of some crisis situations.</p><p><img src=\"https://static.tigerbbs.com/b5323ee5a63164caf27dded04b65201d\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>According to people familiar with the matter, Apple is now developing at least two specific \"emergency features\", and these emergency features will rely on satellite networks, and Apple will apply these features in future iPhones.</p><p>The first function will be called \"Emergency Message via Satellite\", which allows users to send emergency messages through satellite networks when their mobile phones have no signal.</p><p>This feature will be integrated into iOS's messaging App and appear in the form of \"gray bubbles\" instead of the green or blue bubbles of ordinary messages.</p><p>The second function will be major accident reporting, such as plane crashes and ship sinks. This function also needs satellite network support.</p><p>Apple's satellite communication tool for reporting major accidents is internally codenamed \"Stewie\". This tool will limit the length of messages sent, and these messages will be automatically sent to the emergency contact's mobile phone, even if the emergency contact has set \"Do Not Disturb\", the mobile phone will receive the message and prompt it.</p><p>In this feature, the phone will ask the user what kind of crisis situation they have encountered, whether it involves a car, ship, plane or fire. In addition, users can further report more specific information, such as whether there are casualties, whether search and rescue services are needed, whether there is suspicious behavior or gun threats.</p><p>When the user uses the emergency service, the mobile phone will send the user's location information and medical ID. The medical ID is a virtual card in the Apple Health App, which records the user's age, medical history, medication status, height and weight and other information.</p><p>Apple has designed a sending method internally. As long as users enter the phrase \"Emergency SOS\", the mobile phone will automatically send the information to the emergency contact.</p><p>Apple has also tested a method of connecting to satellites internally, which requires users to walk outdoors in a certain direction to help the iPhone get satellite signal, and this connection is not instant, sometimes it may take a minute or so to complete.</p><p>In addition to sending text messages, the satellite communication tool may also have the ability to handle satellite phone calls later.</p><p><img src=\"https://static.tigerbbs.com/f88036aaa8407c20f00a536977da71fa\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>However, in the final analysis, whether these functions can be realized depends in part on the availability of satellites and whether local regulations allow it. Obviously, this feature is not applicable to all countries and regions.</p><p><b>02．</b></p><p><b>Hardware testing is in place, customized baseband chips, Apple has to \"launch satellites\"?</b></p><p>These functions have been brewing for a long time. In fact, Apple has been committed to the research of satellite-related technologies for many years. Bloomberg said that the Apple team's exploration in this field can be traced back to 2017.</p><p>On August 29, 2021, Ming-Chi Kuo predicted that the iPhone 13 series will support satellite communication capabilities. He mentioned that the iPhone 13 series<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The X60 5G baseband will support low-earth orbit satellite communications.</p><p>Ming-Chi Kuo's main basis for making these judgments is Apple's 5G baseband supplier Qualcomm and the United States<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>(Globalstar) companies have cooperation in this field.</p><p>Regarding the specific business model, he believes that if the user's operator (such as T-Mobile and Verizon) has cooperated with Globalstar, then the user can directly use Globalstar's satellite communication services through the operator's services.</p><p>In Ming-Chi Kuo's latest analysis, he mentioned that Apple has now completed the hardware test of the satellite communication function. Whether Apple will specifically apply this function depends on whether Apple and operators can negotiate a business model.</p><p>He believes that Apple completed the hardware development of satellite communication functions as early as the iPhone 13 period, but the business model had not yet been determined at that time.</p><p>Once the Apple iPhone has satellite communication capabilities, it will be the first mainstream smartphone to support this feature. Ming-Chi Kuo also mentioned that if other mobile phone manufacturers also want to use satellite communication functions, they will probably be one year later than Apple.</p><p>Satellite phones are nothing new. At present, consumer satellite phones can be easily purchased. Satellite phones generally require a large independent antenna, and in some cases, some other auxiliary equipment is needed to capture and relay satellite signals.</p><p><img src=\"https://static.tigerbbs.com/a6fc40c46b0f4e5cfefdf8a0b5d261ff\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>▲ Common satellite phones and accessories on the market</p><p>What \"customizations\" will Apple make to the baseband chip to achieve this function? How will Apple design the antenna that implements this communication function? There are still no clear answers to these questions, which are of great concern to the industry. But what is certain is that in order to connect to satellites, Apple does need a \"customized\" communication chip that is different from the existing 5G baseband.</p><p><img src=\"https://static.tigerbbs.com/56224f71d750b0bf58685141398b7b44\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Ming-Chi Kuo also mentioned that Apple's trial of satellite communication technology on the iPhone is just the beginning. In the future, Apple's MR headsets and even Apple's electric vehicles will improve their experience through the addition of satellite communication technology.</p><p>Not long ago, Gurman revealed that the \"Pro\" version of Apple Watch that Apple will launch will also support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/2b111b89cfb4e51c1b8cff2a5509ae1a\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg reported that in the further future, Apple is even considering eventually deploying its own satellites, but the realization of recent functions will rely on existing satellite networks.</p><p>Considering Apple's habit of keeping key technologies in its own hands, we wouldn't be too surprised if they really developed their own communication satellites and launched them into space to form their own satellite communication network.</p><p><b>03．</b></p><p><b>Who is the \"global star\" who exclusively enjoys Apple's big orders?</b></p><p>Although Apple's ideals are full, returning to reality, can we really see satellite communications landing on the iPhone 14 this year?</p><p>Another person familiar with the matter contacted by Bloomberg revealed that although the iPhone 14 may already be equipped with the hardware needed to implement satellite communications, the actual satellite communications functions may not be ready yet. He believes that Apple will not be able to integrate these functions until at least 2023. Ready.</p><p>So despite a lot of speculation in the industry, Apple is likely to temporarily change these features or directly abandon them before the actual release of the iPhone 14 on September 8.</p><p>According to Apple's habit, if a function is not polished and mature, it will never be released.</p><p>Regardless of whether Apple's iPhone 14 will support satellite communication functions, the stock price of the potential partner Global Star mentioned above has actually soared. In the past month, the stock price of Global Star has increased by more than 33%.</p><p><img src=\"https://static.tigerbbs.com/7dc4015bcdf21aa75aa9a204ec25477e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Global Star's stock price trend chart in the past month, source:<a href=\"https://laohu8.com/S/GOOG\">Google</a>Finance and Economics</p><p>Global Star has previously announced that it has signed an agreement with an \"undisclosed partner\" to develop a new service. Some insiders believe that the partner is most likely Apple.</p><p><a href=\"https://laohu8.com/S/IRDM\">Iridium Communications</a>(Iridium Communications) and Omnispace are the two major competitors of Global Star, but Apple does not currently cooperate with Iridium Communications, and industry analyst Tim Farrar also said that Omnispace has not promised to build a system to support such services.</p><p>The Iridium system used in Iridium communications originated from the \"Iridium Project\" proposed by Motorola at its peak in the 1990s-using 77 near-Earth satellites, we can make phone calls anywhere in the world.</p><p>But the final result was that 66 satellites were launched, and Motorola was already dragged down by huge investment. After the business was spun off, it survived and developed into today's Iridium communications, which makes people sigh its tenacious vitality.</p><p>Now it seems that this big cake of Apple satellite communications is exclusively enjoyed by Global Star.</p><p>Among the shareholders of Global Star, we can see Qualcomm. In fact, Global Star System is a low-orbit satellite mobile communication system proposed by the American company LQSS to the Federal Communications Commission (FCC) in June 1991, and LQSS is a company jointly established by Loral NASA and Qualcomm.</p><p>From a technical point of view, the satellite communication system used by Globalstar is different from the Iridium system used by its competitor Iridium Communications in terms of structural design and technology. Simply put, what the Globalstar system wants to achieve is that any user can access the joint networking of the ground public network through this system at any time.</p><p>The global satellite system uses low-orbit satellites to form a mobile communication satellite system that continuously covers the whole world. It is more like an extension and supplement to our existing terrestrial cellular mobile communication system and other mobile communication systems, rather than a mutual substitution relationship.</p><p>The technical characteristics and advantages of Global Star may also be Apple's main considerations when choosing it. After all, Apple has always only selected the top players in the industry when choosing suppliers.</p><p>Ming-Chi Kuo also believes that in the satellite communication service ecosystem, satellite communication operators such as Globalstar have high entry barriers and deserve high attention from investors.</p><p><b>04．</b></p><p><b>The implementation of satellite communications has started an accelerated mode, and the United States has become the absolute dominant market</b></p><p>At present, Apple's iPhone's use of satellite communications seems to be relatively advanced, which has attracted a lot of attention. However, in the near future, satellite communications may become the \"norm\" in the smartphone market.</p><p>Domestically, the Huawei Mate50 series can basically confirm that it will release some emergency information sending functions based on satellite communications before Apple.</p><p>Just recently, MediaTek, the world's largest mobile phone chip manufacturer in terms of shipments, also announced that it has successfully completed the world's first 5G NTN satellite mobile phone laboratory connection test, connecting smartphones to 5G non-terrestrial networks (NTN) and achieving high-speed and reliable 5G connections through satellites.</p><p><img src=\"https://static.tigerbbs.com/f0bc7ae4ce1b37e9a685ee8522bc1b98\" tg-width=\"550\" tg-height=\"126\" referrerpolicy=\"no-referrer\"/></p><p>In overseas markets, telecom giants T-Mobile and SpaceX have jointly announced that the Starlink (Starlink) satellite launched next year will be able to directly connect to operators' mobile phones through existing cellular network frequency bands. The two companies hope to enable users to enjoy global roaming services anywhere covered by satellites.</p><p><img src=\"https://static.tigerbbs.com/f5185ce4522e9b8f7de5a376040825c2\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Left: Mike Sievert, right: Musk</p><p>On top of that, the service has the potential to be added to existing T-Mobile network plans for free.</p><p>In other words, if Apple's iPhone 14 does not support satellite communications, T-Mobile's operator contract phone users will be the first to enjoy satellite communications services next year.</p><p>\"It's like putting a cellular tower in the sky, but it's much more difficult,\" said T-Mobile CEO Mike Sievert.</p><p>SpaceX CEO Musk also added: \"What we have to do is not only rewrite the satellite program, but also create the world's most advanced phased array antenna... The satellite is flying at 17,000 miles per hour above our heads. Under normal circumstances, no signal tower can fly, let alone fly so fast.\"</p><p>It is understood that this service will initially support SMS sending, and may also support some even communication apps. Follow-up voice calls and real-time messaging are both possible, Musk said.</p><p>However, Sievert did not forget to \"get a vaccination\". He said that there are still some technical problems to be solved. For example, there may be a delay of about half an hour in the first release of news.</p><p>It can be seen that on the eve of the implementation of satellite communications on smartphones, there are still many problems to be solved.</p><p>Ten years ago, Google tried to use hydrogen balloons for large-area signal coverage, but the effect was not good and the cost was too high, so it finally gave up.</p><p>Today, the balloon was replaced with a satellite.</p><p>At present, the global communication market has reached an average annual scale of one trillion dollars, but the network coverage is less than 10% of the earth's area. Due to geographical constraints, the number of signal transmission towers is close to saturation.</p><p>According to data from Research And Markets, the global communications industry market size will reach US $3.461 billion in 2025, and it is estimated that the global satellite Internet output value will reach US $560-850 billion by 2025.</p><p>The entry of various technology giants has further accelerated the development of satellite Internet.</p><p>SpaceX is one of the new players who has a louder voice and moves faster. SpaceX first started implementing the Starlink project in 2019, planning to launch 42,000 Starlink satellites to form a Starlink network and provide satellite Internet services to the world. So far, about 2,000 satellites have been launched.</p><p><img src=\"https://static.tigerbbs.com/6e8a1ce9f6dffcac6bc0d1177f99aa0b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>According to the analysis, with the launch of the \"Starlink\" program of the United States, the competition for the development of global low-orbit satellites has become increasingly fierce, and the non-renewable strategic resource of space orbit and frequency band will become increasingly scarce.</p><p>The United States, the United Kingdom, Canada, and Russia have all accelerated the deployment of low-orbit satellites. Tianfeng Securities predicts that among the global low-Earth orbit satellites, the number of satellites launched by the United States will account for more than 90% in the future, reaching about 50,000.</p><p>Domestically, Jiutian MSI, a private commercial aerospace company invested by Xi'an Institute of Optics and Precision Mechanics, Chinese Academy of Sciences, entered seven \"ladybug series\" satellites in orbit in 2018, and carried out constellation Internet of Things verification in wildlife protection, field emergency rescue, vehicle and ship monitoring, logistics traceability and other fields.</p><p>In 2019, the Apocalypse Cangzhou satellite developed by Beijing Guodian Hi-Tech Technology Co., Ltd. was successfully put into orbit, realizing the initial networking operation of the Apocalypse Internet of Things constellation.</p><p>According to the research report of Tianfeng Securities, China currently has only three low-orbit broadband communication satellites in orbit, and the construction of satellite Internet is lagging behind.</p><p><img src=\"https://static.tigerbbs.com/3630f8c3b4701bcdc88c3256ceac413d\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>▲ Global low-Earth orbit satellite layout and proportion in 2029 (units,%), source: Tianfeng Securities</p><p>In addition to SpaceX, OneWeb,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And other technology companies are also entering this market as new players. In addition, the \"Big Three\" of traditional satellite suppliers such as SES of the United States, Eutelsat of Europe, and Intelsat of the International Telecommunications Satellite Organization have also launched their own high-throughput satellite plans to develop the satellite Internet market.</p><p>From mobile phone manufacturers, chip manufacturers, satellite manufacturers to satellite communication operators, the entire satellite Internet ecosystem is developing rapidly, and it is inevitable that satellite communications will be implemented in smartphones.</p><p><b>05．</b></p><p><b>Conclusion: Satellite communications become a new variable in the consumer electronics market</b></p><p>Whether Huawei Mate50 will beat Apple's iPhone 14 to become the world's first mainstream smartphone to support satellite communications will be announced next week. It is conceivable that if Apple's iPhone 14 supports this function, it will definitely drive the development of the entire industry chain, and we will also see more smartphones supporting satellite communications.</p><p>At present, satellite communications mainly solve communication problems in emergencies and remote areas without signal coverage, and are in a \"complementary\" relationship with existing cellular mobile networks. But with the maturity of satellite communication technology, will it further replace cellular mobile networks or even change the market structure of existing mobile network operators? There is room for imagination.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml\">智东西</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63cb0cbfd2e4993bc712a35644e8465b","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138935850","content_text":"文/云鹏苹果搞了五年的卫星通信，华为要抢先发布了。苹果今年秋季发布会邀请函的“太空”主题，让不少业内人士猜测，苹果iPhone 14系列将会支持传言已久的“卫星通信（satellite communication）”功能。就在本周，知名苹果分析师郭明錤公布了他对于苹果卫星通信功能的最新研究，他认为，iPhone支持卫星通信已是必然，但该功能是否会在iPhone 14中落地，仍不能完全确定。早在去年，郭明錤就预测iPhone 13系列可能会支持卫星通信，然而最终该预言并未成真。彭博社记者马克·古尔曼（Mark Gurman）也曾对苹果的卫星通信功能将具备哪些功能进行了前瞻。郭明錤还提到，华为即将于9月6日发布的Mate50系列手机，可能会通过基于北斗系统的卫星通信提供发送紧急短讯的能力。郭明錤话音刚落，华为终端业务CEO、智能汽车解决方案BU CEO余承东就放话称，华为Mate50将发布一项“捅破天”的技术。随后有华为内部人士向媒体证实，华为Mate50的确将支持卫星通信功能。也就是说，华为大概率将抢先苹果发布卫星通信功能。苹果华为为何接连押宝卫星通信？一部支持卫星通信的iPhone到底能做什么，而一部iPhone要想支持卫星通信又需要做哪些调整，未来卫星通信是否会颠覆我们今天的蜂窝移动网络？一场移动通信技术领域的新变革，正在酝酿。01．卫星通信能“救命”，或成智能手机必备前文彭博社记者古尔曼提到，苹果想在iPhone上实现卫星通信功能，已经不是一天两天了。苹果为什么对卫星通信情有独钟，这个功能有什么用呢？一句话总结，该功能将允许我们在没有手机信号覆盖的区域发消息、打电话。比如在一些手机没有信号的紧急情况下，我们可以快速给紧急联系人发送消息；在一些坠机事故中，事故地点往往十分偏远，手机没有信号，这时我们就可以利用卫星通信及时上报事故情况。当然，对于在偏远地区旅行或探险中走失的人来说，在一些偏远山区、湖泊等没有4G或5G信号覆盖的地方，这一功能也能起到“救命”的作用。郭明錤认为，近年来日益频繁的自然灾害和地缘政治冲突，可能会让基于卫星通信的紧急通讯能力成为智能手机的必备功能。说到这里，你可能会有一些“大胆的想法”，如果iPhone可以在没有信号的情况下通信，那是不是意味着，我们可以摆脱蜂窝移动网络的限制，不再需要办理移动网络套餐了呢？就目前知情人士透露信息来看，苹果卫星通信功能初期应用范围还比较有限，主要集中于一些危机情况的处理。知情人士称，苹果现在至少在开发两个具体的“应急功能（emergency features）”，而这种应急功能都将依赖于卫星网络，苹果将在未来的iPhone中应用这些功能。第一个功能将被称为“通过卫星发送紧急信息（Emergency Message via Satellite）”，用户可以在手机没信号的时候，通过卫星网络发送紧急信息。这一功能将会被集成在iOS的信息App中，以“灰色气泡”形式出现，而非普通消息的绿色或蓝色气泡。第二个功能将是重大事故报告，比如飞机坠毁、船舶沉没，该功能同样需要卫星网络支持。实现重大事故报告的苹果卫星通信工具，其内部代号为“Stewie”，该工具将会限制发送信息的长度，而这些信息将会被自动发送到紧急联系人的手机上，即使紧急联系人已经设置了“勿扰”，手机也会收到信息并进行提示。在该功能中，手机会询问用户遇到了什么样的危机情况，涉及汽车、船舶、飞机还是火灾。此外，用户还可以进一步上报更具体的信息，比如是否有人员伤亡、是否需要搜救服务、是否有可疑行为或涉及枪支威胁。当用户使用该紧急服务时，手机会发送用户的位置信息和医疗ID，医疗ID是苹果健康App中的一张虚拟卡片，记录了用户的年龄、病史、用药情况以及身高体重等信息。苹果内部曾设计了一种发送方式，用户只要输入“Emergency SOS（紧急求救）”这组短语，手机就会自动将信息发送给紧急联系人。苹果内部还测试了一种连接卫星的方法，该方法要求用户在户外朝着某个方向行走，以帮助iPhone获取卫星信号，并且这种连接并不是即时的，有时可能需要一分钟左右的时间才能完成。除了发送短信，该卫星通信工具后续可能还会具备处理卫星电话呼叫的能力。不过说到底，这些功能能否实现，部分要取决于卫星的可用性以及当地法规是否允许。很显然，该功能并不适用于所有国家和地区。02．硬件测试已就位，定制基带芯片，苹果还要“放卫星”？上述这些功能，早已酝酿多时。实际上，苹果多年来一直致力于卫星相关技术的研究，彭博社称，苹果团队在该领域的探索最早可以追溯到2017年。2021年8月29日，郭明錤预测iPhone 13系列将会支持卫星通信能力。他提到，iPhone 13系列上搭载的高通X60 5G基带将会支持低轨卫星通信（low-earth orbit satellite communications）。郭明錤做出这些判断的主要依据是苹果5G基带供应商高通与美国全球星（Globalstar）公司在该领域有合作。关于具体的商业模式，他认为，如果用户的运营商（比如T-Mobile、Verizon）已经与全球星合作，那么用户就可以通过运营商的服务直接使用全球星的卫星通信服务。在郭明錤最新分析中，他提到苹果现在已经完成了卫星通信功能的硬件测试，苹果是否会具体应用这一功能，还取决于苹果和运营商能否谈妥商业模式。他认为，苹果早在iPhone 13时期就完成了卫星通信功能的硬件开发，但当时还没有确定好商业模式。一旦苹果iPhone具备了卫星通信功能，它将是第一款支持该功能的主流智能手机。郭明錤还提到，其他手机厂商如果也想使用卫星通信功能，很可能将会晚于苹果一年。卫星电话并不是什么新鲜事物，目前消费级的卫星电话也已经可以很容易的购买到。卫星电话一般都需要有一个体积较大的独立天线，在一些情况下，还需要一些其他辅助设备来捕捉和中继卫星信号。▲市面上常见的卫星电话及附件苹果会对基带芯片做哪些“定制”以实现这一功能？苹果会如何设计实现该通信功能的天线？这些问题仍然没有明确答案，也是业内颇为关注的。但可以确定的是，为了连接卫星，苹果的确需要一种区别于现有5G基带的“定制”通信芯片。郭明錤还提到，苹果在iPhone上尝试卫星通信技术，只是一个开始，未来苹果的MR头显，甚至是苹果的电动汽车也将通过卫星通信技术的加入而实现体验的提升。前不久，古尔曼曾透露，苹果将要推出的“Pro”版Apple Watch也将支持卫星通信功能。彭博社报道透露，在更远的未来，苹果甚至考虑最终会部署自己的卫星，但近期功能的实现会依赖现有卫星网络。考虑到苹果倾向于将关键技术掌握在自己手里的习惯，如果他们真的自研通信卫星并发射到太空中，组建自己的卫星通信网络，我们也不会太过意外。03．独享苹果大单的“全球星”是何许人也？虽然苹果的理想很丰满，但回归现实，今年我们真的能看到卫星通信落地iPhone 14吗？彭博社联系到的另一位知情人士透露，尽管iPhone 14上可能已经搭载了实现卫星通信所需要的硬件，但实际的卫星通信功能可能还没有准备好，他认为至少到2023年苹果才能够将这些功能准备好。所以尽管业内猜测不少，但苹果很可能在9月8日真正发布iPhone 14之前临时将这些特性更改或者直接放弃。按照苹果的习惯，一项功能如果没有打磨成熟，它是绝对不会拿出来发布的。不管苹果iPhone 14是否会支持卫星通信功能，前文提到的潜在合作方全球星的股价是实实在在的狂涨了一波，近一个月，全球星股价涨幅超过了33%。▲全球星近一个月股价走势图，来源：谷歌财经全球星此前曾公布，自己已经与一个“未公开合作方”签署了一份协议，用于开发一项新的服务。有业内人士认为，该合作方大概率是苹果。铱星通讯（Iridium Communications）和Omnispace是全球星的两大竞争对手，但苹果目前并没有与铱星通讯进行合作，而行业分析师Tim Farrar也表示，Omnispace没有承诺过会建立支持此类服务的系统。铱星通讯所使用的铱系统源自于20世纪90年代摩托罗拉在其最辉煌的时候提出的“铱星计划”——用77颗近地卫星，让我们在世界任何地方都可以打电话。但最后结果是，卫星打上去了66颗，摩托罗拉已经要被巨额投入拖垮，该业务分拆后得以存活，发展成为今天的铱星通讯，不禁令人感叹其顽强的生命力。现在看来，苹果卫星通信的这块大蛋糕，是由全球星独享的。在全球星的股东中，我们能够看到高通的身影，实际上，全球星系统是美国LQSS公司于1991年6月向美国联邦通信委员会（FCC）提出的低轨道卫星移动通信系统，而LQSS是由Loral宇航局和高通共同组建的一家公司。从技术层面来看，全球星使用的卫星通信系统，在结构设计和技术上跟它竞争对手铱星通讯使用的铱系统有所不同，简单来说，全球星系统要实现的是全球范围内任意用户随时可以通过该系统接入地面公共网联合组网。全球星系统利用低轨卫星组成一个连续覆盖全球的移动通信卫星系统，它更像是是我们现有的地面蜂窝移动通信系统和其他移动通信系统的一种延申和补充，并非一种相互替代关系。全球星的技术特性和优势，或许也是苹果选择它的主要考虑因素，毕竟，苹果选择供应商，向来只会选择行业最顶级玩家。郭明錤也认为，在卫星通信服务生态系统中，全球星这类卫星通信运营商进入门槛很高，值得投资者高度关注。04．卫星通信落地开启加速模式，美国已成市场绝对主导目前苹果iPhone对于卫星通信的使用看起来比较超前，引起了不小的关注度，但在不久的未来，卫星通信或许将成为智能手机市场的“常态”。国内这边，华为Mate50系列基本都能够确定将先于苹果发布基于卫星通信的一些紧急信息发送功能。就在最近，作为全球出货量第一的手机芯片厂商联发科，也宣布成功完成了全球首次5G NTN卫星手机实验室连线测试，将智能手机接入了5G非地面网络（NTN），通过卫星实现了高速可靠的5G连接。在海外市场，电信巨头T-Mobile和SpaceX已经联合宣布，明年发射的Starlink（星链）卫星将能够通过现有蜂窝网络频段直接连接到运营商的手机。两家公司希望能够让用户在卫星覆盖到的任何地方享受全球漫游服务。▲左：Mike Sievert，右：马斯克最重要的是，这项服务有可能被免费添加到现有的T-Mobile网络套餐中。也就是说，如果苹果iPhone 14没有支持卫星通信，明年T-Mobile的运营商合约机用户就可以率先享受到卫星通信服务。T-Mobile的CEO Mike Sievert说：“这就像在天空中放置一个蜂窝式信号塔，只不过难度大得多。”SpaceX CEO马斯克也补充道：“我们要做的不仅是重写卫星程序，还要制造一种世界上最先进的相控阵天线……卫星在我们头上以每小时1.7万英里的时速飞行，正常情况下，没有信号塔会飞，更不会飞的这么快。”据了解，这项服务初期会支持短信发送，可能还会支持一些即使通讯App。马斯克说，后续语音通话和实时信息传递都是有可能的。不过Sievert不忘“打个预防针”，他说现在还有一些技术问题需要解决，比如现在消息的首发可能会有半个小时左右的延迟。可以看到，在卫星通信落地智能手机的前夜，要解决的难题还是不少。十年前，谷歌曾尝试利用氢气球进行大面积信号覆盖，但效果不好，成本也太高了，最终放弃。今天，气球换成了卫星。目前，全球通信市场已达到年均万亿美元规模，但网络覆盖范围不足地球面积的 10%。由于地理因素限制，信号发射塔数量已接近饱和。根据Research And Markets数据，2025年，全球通信产业市场规模将达到34610亿美元，预计2025年前，全球卫星互联网产值可达5600-8500亿美元。各路科技巨头的入局，进一步加快了卫星互联网的发展。SpaceX属于新晋玩家中声量比较大、走的比较快的一个。SpaceX最早从2019年开始实施星链项目，计划发射4.2万颗星链卫星，形成星链网络，为全球提供卫星互联网服务，目前已经发射约2000颗卫星。天风证券分析认为，随着美国“星链”计划启动，全球低轨卫星发展竞争日益激烈，空间轨道和频段这一不可再生的战略资源将日益紧缺。美国、英国、加拿大、俄罗斯都已经加速低轨卫星铺设，天风证券预计，在全球近地轨道卫星中，未来美国发射卫星数量占比将超九成，达到约50000颗。国内这边，中国科学院西安光学精密机械研究所投资的民营商业航天公司九天微星于2018年入轨了7 颗“瓢虫系列”卫星，在野生动物保护、野外应急救援、车辆船舶监测、物流追溯等领域开展星座物联网验证。2019 年，北京国电高科科技有限公司研制的天启·沧州号卫星成功入轨，实现了天启物联网星座初步组网运行。天风证券研报认为，中国目前仅有3颗在轨运行的低轨宽带通信卫星，卫星互联网建设较为滞后。▲2029 年全球近地轨道卫星布局及占比（颗，%），来源：天风证券除了SpaceX，OneWeb、亚马逊等科技公司也作为新玩家进入这一市场。另外，如美国SES、欧洲Eutelsat、国际通信卫星组织Intelsat等传统卫星供应商“三巨头”，也都启动了自己的高通量卫星计划，发力卫星互联网市场。从手机厂商、芯片厂商、卫星厂商再到卫星通信运营商，整个卫星互联网生态都在快速向前发展，而卫星通信落地智能手机，已是必然。05．结语：卫星通信成消费电子市场新变量华为Mate50是否会抢先苹果iPhone 14成为全球第一款支持卫星通信的主流智能手机，答案即将在下周揭晓。可以想象，如果苹果iPhone 14支持这一功能，必将会带动整个产业链的发展，我们也将会看到更多智能手机支持卫星通信。目前来看，卫星通信主要解决的是紧急情况下、偏远无信号覆盖地区的通信问题，与现有的蜂窝移动网络，是一种“互补”的关系。但随着卫星通信技术的成熟，其是否会进一步取代蜂窝移动网络，甚至改变现有移动网络运营商市场格局？都存在想象空间。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994610824,"gmtCreate":1661623484371,"gmtModify":1676536550492,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>&nbsp;adui...&nbsp;","listText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>&nbsp;adui...&nbsp;","text":"$Builders FirstSource(BLDR)$ 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17:21","market":"us","language":"zh","title":"Change | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market","url":"https://stock-news.laohu8.com/highlight/detail?id=1129108213","media":"老虎资讯综合","summary":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链","content":"<p><html><head></head><body>On February 23, U.S. stock index futures continued to rise, with Dow futures rising 0.83%, Nasdaq futures rising 1.33%, and S&P 500 rising 0.98%.</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>U.S. technology stocks rose before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Up more than 1%;</p><p>Blockchain concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>Up more than 5%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Rose more than 4%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Rose more than 3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Up more than 2%;</p><p>Popular Chinese concept stocks generally rose before the market,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose more than 3% before the market, recorded revenue of US $141,000 in Q4, and the net loss narrowed year-on-year and was better than expected;</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>It fell more than 15% before the market. According to the news, the company priced about 16 million common shares it issued, with a total income of about 53.5 million US dollars;</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>It rose more than 3% before the market, Q4 net profit growth exceeded expectations, and announced a billion-pound stock repurchase plan;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It rose more than 5% before the market. The first FF 91 quasi-production car will be built and unveiled at the Hanford factory in California on February 24, Beijing time;</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>It rose more than 6% before the market, and revenue in 2021 will increase by 14% to 152 billion euros. It is expected that the operating profit margin will reach double digits this year;</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>It rose more than 11% before the market. In the fourth quarter, 5.8 million new customers were added, and the net loss narrowed.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Change | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChange | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-23 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, U.S. stock index futures continued to rise, with Dow futures rising 0.83%, Nasdaq futures rising 1.33%, and S&P 500 rising 0.98%.</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>U.S. technology stocks rose before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Up more than 1%;</p><p>Blockchain concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>Up more than 5%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Rose more than 4%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Rose more than 3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Up more than 2%;</p><p>Popular Chinese concept stocks generally rose before the market,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose more than 3% before the market, recorded revenue of US $141,000 in Q4, and the net loss narrowed year-on-year and was better than expected;</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>It fell more than 15% before the market. According to the news, the company priced about 16 million common shares it issued, with a total income of about 53.5 million US dollars;</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>It rose more than 3% before the market, Q4 net profit growth exceeded expectations, and announced a billion-pound stock repurchase plan;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It rose more than 5% before the market. The first FF 91 quasi-production car will be built and unveiled at the Hanford factory in California on February 24, Beijing time;</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>It rose more than 6% before the market, and revenue in 2021 will increase by 14% to 152 billion euros. It is expected that the operating profit margin will reach double digits this year;</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>It rose more than 11% before the market. In the fourth quarter, 5.8 million new customers were added, and the net loss narrowed.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SOS":"SOS Limited","NVDA":"英伟达","AMD":"美国超微公司","BILI":"哔哩哔哩","JD":"京东","MSFT":"微软","INTC":"英特尔","AAPL":"苹果","XPEV":"小鹏汽车","AMZN":"亚马逊","LI":"理想汽车","NIO":"蔚来","CAN":"嘉楠科技","BABA":"阿里巴巴","SPCE":"维珍银河","BIDU":"百度",".DJI":"道琼斯","PDD":"拼多多","IQ":"爱奇艺","RLX":"雾芯科技",".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129108213","content_text":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链概念股盘前走强，SOS Limited涨超5%，Marathon Digital Holdings、Bit Digital Inc、Riot Blockchain涨超4%，嘉楠科技涨超3%，Coinbase涨超2%；热门中概股盘前普涨，爱奇艺涨超7%，理想汽车、RLX科技涨超4%，哔哩哔哩、小鹏汽车、蔚来涨超3%，阿里巴巴、拼多多、京东、百度涨超2%；维珍银河盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；Ocugen盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；巴克莱银行盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；法拉第未来盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；Stellantis盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；Nu Holdings盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。","news_type":1,"symbols_score_info":{"NIO":0.9,"JD":0.9,"RLX":0.9,"IQ":0.9,"XPEV":0.9,"NQmain":0.9,"MSFT":0.9,"BIDU":0.9,"LI":0.9,"AMD":0.9,"NVDA":0.9,"TSLA":0.9,".IXIC":0.9,"BABA":0.9,"SPCE":0.9,"ESmain":0.9,"YMmain":0.9,"SOS":0.9,".DJI":0.9,"CAN":0.9,"PDD":0.9,".SPX":0.9,"INTC":0.9,"BILI":0.9,"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008688400,"gmtCreate":1641431447588,"gmtModify":1676533614680,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","listText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","text":"$Restaurant Brands International Inc(QSR)$OMG...","images":[{"img":"https://static.itradeup.com/news/98cd6a175e082cd18960e0b1e29956c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008688400","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9008688400,"gmtCreate":1641431447588,"gmtModify":1676533614680,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","listText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","text":"$Restaurant Brands International Inc(QSR)$OMG...","images":[{"img":"https://static.itradeup.com/news/98cd6a175e082cd18960e0b1e29956c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008688400","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030965127,"gmtCreate":1645610325895,"gmtModify":1676534045124,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030965127","repostId":"1129108213","repostType":2,"repost":{"id":"1129108213","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645608088,"share":"https://ttm.financial/m/news/1129108213?lang=en_US&edition=fundamental","pubTime":"2022-02-23 17:21","market":"us","language":"zh","title":"Change | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market","url":"https://stock-news.laohu8.com/highlight/detail?id=1129108213","media":"老虎资讯综合","summary":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链","content":"<p><html><head></head><body>On February 23, U.S. stock index futures continued to rise, with Dow futures rising 0.83%, Nasdaq futures rising 1.33%, and S&P 500 rising 0.98%.</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>U.S. technology stocks rose before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Up more than 1%;</p><p>Blockchain concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>Up more than 5%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Rose more than 4%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Rose more than 3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Up more than 2%;</p><p>Popular Chinese concept stocks generally rose before the market,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose more than 3% before the market, recorded revenue of US $141,000 in Q4, and the net loss narrowed year-on-year and was better than expected;</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>It fell more than 15% before the market. According to the news, the company priced about 16 million common shares it issued, with a total income of about 53.5 million US dollars;</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>It rose more than 3% before the market, Q4 net profit growth exceeded expectations, and announced a billion-pound stock repurchase plan;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It rose more than 5% before the market. The first FF 91 quasi-production car will be built and unveiled at the Hanford factory in California on February 24, Beijing time;</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>It rose more than 6% before the market, and revenue in 2021 will increase by 14% to 152 billion euros. It is expected that the operating profit margin will reach double digits this year;</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>It rose more than 11% before the market. In the fourth quarter, 5.8 million new customers were added, and the net loss narrowed.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Change | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChange | Risk aversion subsides! U.S. stocks stopped falling and rebounded before the market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-23 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, U.S. stock index futures continued to rise, with Dow futures rising 0.83%, Nasdaq futures rising 1.33%, and S&P 500 rising 0.98%.</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>U.S. technology stocks rose before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Up more than 1%;</p><p>Blockchain concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>Up more than 5%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Rose more than 4%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Rose more than 3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Up more than 2%;</p><p>Popular Chinese concept stocks generally rose before the market,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose more than 3% before the market, recorded revenue of US $141,000 in Q4, and the net loss narrowed year-on-year and was better than expected;</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>It fell more than 15% before the market. According to the news, the company priced about 16 million common shares it issued, with a total income of about 53.5 million US dollars;</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>It rose more than 3% before the market, Q4 net profit growth exceeded expectations, and announced a billion-pound stock repurchase plan;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It rose more than 5% before the market. The first FF 91 quasi-production car will be built and unveiled at the Hanford factory in California on February 24, Beijing time;</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>It rose more than 6% before the market, and revenue in 2021 will increase by 14% to 152 billion euros. It is expected that the operating profit margin will reach double digits this year;</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>It rose more than 11% before the market. In the fourth quarter, 5.8 million new customers were added, and the net loss narrowed.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SOS":"SOS Limited","NVDA":"英伟达","AMD":"美国超微公司","BILI":"哔哩哔哩","JD":"京东","MSFT":"微软","INTC":"英特尔","AAPL":"苹果","XPEV":"小鹏汽车","AMZN":"亚马逊","LI":"理想汽车","NIO":"蔚来","CAN":"嘉楠科技","BABA":"阿里巴巴","SPCE":"维珍银河","BIDU":"百度",".DJI":"道琼斯","PDD":"拼多多","IQ":"爱奇艺","RLX":"雾芯科技",".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129108213","content_text":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链概念股盘前走强，SOS Limited涨超5%，Marathon Digital Holdings、Bit Digital Inc、Riot Blockchain涨超4%，嘉楠科技涨超3%，Coinbase涨超2%；热门中概股盘前普涨，爱奇艺涨超7%，理想汽车、RLX科技涨超4%，哔哩哔哩、小鹏汽车、蔚来涨超3%，阿里巴巴、拼多多、京东、百度涨超2%；维珍银河盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；Ocugen盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；巴克莱银行盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；法拉第未来盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；Stellantis盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；Nu Holdings盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。","news_type":1,"symbols_score_info":{"NIO":0.9,"JD":0.9,"RLX":0.9,"IQ":0.9,"XPEV":0.9,"NQmain":0.9,"MSFT":0.9,"BIDU":0.9,"LI":0.9,"AMD":0.9,"NVDA":0.9,"TSLA":0.9,".IXIC":0.9,"BABA":0.9,"SPCE":0.9,"ESmain":0.9,"YMmain":0.9,"SOS":0.9,".DJI":0.9,"CAN":0.9,"PDD":0.9,".SPX":0.9,"INTC":0.9,"BILI":0.9,"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938989897,"gmtCreate":1662541760519,"gmtModify":1676537084130,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a 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11:14","market":"us","language":"zh","title":"Apple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138935850","media":"智东西","summary":"苹果搞了五年的卫星通信，华为要抢先发布了。","content":"<p><html><head></head><body>Text/Yun Peng</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>After five years of satellite communications, Huawei is going to be the first to release it.</p><p>The \"space\" theme of Apple's invitation letter to this fall's conference has led many industry insiders to speculate that Apple's iPhone 14 series will support the long-rumored \"satellite communication\" function.</p><p><img src=\"https://static.tigerbbs.com/f18353155b97d427c2bed5a8360d19ec\" tg-width=\"425\" tg-height=\"833\" referrerpolicy=\"no-referrer\"/></p><p>Just this week, well-known Apple analyst Ming-Chi Kuo announced his latest research on Apple's satellite communication function. He believes that it is inevitable that the iPhone will support satellite communication, but whether this function will be implemented in the iPhone 14 is still not completely certain.</p><p><img src=\"https://static.tigerbbs.com/9eeced6fb7cbadb39705a7f52487c03c\" tg-width=\"550\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>As early as last year, Ming-Chi Kuo predicted that the iPhone 13 series might support satellite communications, but in the end this prediction did not come true. Bloomberg reporter Mark Gurman (Mark Gurman) also previewed what functions Apple's satellite communication function will have.</p><p>Ming-Chi Kuo also mentioned that Huawei's Mate50 series mobile phones, which will be released on September 6, may provide the ability to send emergency text messages through satellite communications based on the Beidou system.</p><p>As soon as Ming-Chi Kuo finished speaking, Huawei's terminal business CEO,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Yu Chengdong, CEO of Automotive Solutions BU, said that Huawei Mate50 will release a \"piercing the sky\" technology. Subsequently, Huawei insiders confirmed to the media that Huawei Mate50 will indeed support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/df76ef27e053384f384af515c68ba8fe\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/></p><p>In other words, Huawei will most likely release satellite communication functions ahead of Apple.</p><p>Why do Apple and Huawei bet on satellite communications one after another? What can an iPhone that supports satellite communications do, and what adjustments does an iPhone need to make to support satellite communications? Will satellite communications subvert our cellular mobile network today in the future?</p><p>A new revolution in the field of mobile communication technology is brewing.</p><p><b>01．</b></p><p><b>Satellite communication can \"save lives\" or become a must for smartphones</b></p><p>Earlier Bloomberg reporter Gurman mentioned that it has not been a day or two since Apple wanted to implement satellite communication functions on the iPhone.</p><p>Why does Apple have a soft spot for satellite communications, and what is the use of this feature?</p><p>In a word, this feature will allow us to send messages and make phone calls in areas without cell phone coverage.</p><p>For example, in some emergency situations where mobile phones have no signal, we can quickly send messages to emergency contacts; In some crashes, the accident location is often very remote and there is no signal from mobile phones. At this time, we can use satellite communication to report the accident situation in time.</p><p>Of course, for people who are lost during travel or exploration in remote areas, this function can also play a \"life-saving\" role in some remote mountainous areas, lakes and other places without 4G or 5G signal coverage.</p><p>Ming-Chi Kuo believes that the increasingly frequent natural disasters and geopolitical conflicts in recent years may make emergency communication capabilities based on satellite communications an essential function of smartphones.</p><p>Speaking of which, you may have some \"bold ideas\". If iPhone can communicate without signal, does that mean that we can get rid of the limitation of cellular mobile network and no longer need to apply for mobile network packages?</p><p>According to the information disclosed by informed sources, the initial application scope of Apple's satellite communication function is still relatively limited, mainly focusing on the handling of some crisis situations.</p><p><img src=\"https://static.tigerbbs.com/b5323ee5a63164caf27dded04b65201d\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>According to people familiar with the matter, Apple is now developing at least two specific \"emergency features\", and these emergency features will rely on satellite networks, and Apple will apply these features in future iPhones.</p><p>The first function will be called \"Emergency Message via Satellite\", which allows users to send emergency messages through satellite networks when their mobile phones have no signal.</p><p>This feature will be integrated into iOS's messaging App and appear in the form of \"gray bubbles\" instead of the green or blue bubbles of ordinary messages.</p><p>The second function will be major accident reporting, such as plane crashes and ship sinks. This function also needs satellite network support.</p><p>Apple's satellite communication tool for reporting major accidents is internally codenamed \"Stewie\". This tool will limit the length of messages sent, and these messages will be automatically sent to the emergency contact's mobile phone, even if the emergency contact has set \"Do Not Disturb\", the mobile phone will receive the message and prompt it.</p><p>In this feature, the phone will ask the user what kind of crisis situation they have encountered, whether it involves a car, ship, plane or fire. In addition, users can further report more specific information, such as whether there are casualties, whether search and rescue services are needed, whether there is suspicious behavior or gun threats.</p><p>When the user uses the emergency service, the mobile phone will send the user's location information and medical ID. The medical ID is a virtual card in the Apple Health App, which records the user's age, medical history, medication status, height and weight and other information.</p><p>Apple has designed a sending method internally. As long as users enter the phrase \"Emergency SOS\", the mobile phone will automatically send the information to the emergency contact.</p><p>Apple has also tested a method of connecting to satellites internally, which requires users to walk outdoors in a certain direction to help the iPhone get satellite signal, and this connection is not instant, sometimes it may take a minute or so to complete.</p><p>In addition to sending text messages, the satellite communication tool may also have the ability to handle satellite phone calls later.</p><p><img src=\"https://static.tigerbbs.com/f88036aaa8407c20f00a536977da71fa\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>However, in the final analysis, whether these functions can be realized depends in part on the availability of satellites and whether local regulations allow it. Obviously, this feature is not applicable to all countries and regions.</p><p><b>02．</b></p><p><b>Hardware testing is in place, customized baseband chips, Apple has to \"launch satellites\"?</b></p><p>These functions have been brewing for a long time. In fact, Apple has been committed to the research of satellite-related technologies for many years. Bloomberg said that the Apple team's exploration in this field can be traced back to 2017.</p><p>On August 29, 2021, Ming-Chi Kuo predicted that the iPhone 13 series will support satellite communication capabilities. He mentioned that the iPhone 13 series<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The X60 5G baseband will support low-earth orbit satellite communications.</p><p>Ming-Chi Kuo's main basis for making these judgments is Apple's 5G baseband supplier Qualcomm and the United States<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>(Globalstar) companies have cooperation in this field.</p><p>Regarding the specific business model, he believes that if the user's operator (such as T-Mobile and Verizon) has cooperated with Globalstar, then the user can directly use Globalstar's satellite communication services through the operator's services.</p><p>In Ming-Chi Kuo's latest analysis, he mentioned that Apple has now completed the hardware test of the satellite communication function. Whether Apple will specifically apply this function depends on whether Apple and operators can negotiate a business model.</p><p>He believes that Apple completed the hardware development of satellite communication functions as early as the iPhone 13 period, but the business model had not yet been determined at that time.</p><p>Once the Apple iPhone has satellite communication capabilities, it will be the first mainstream smartphone to support this feature. Ming-Chi Kuo also mentioned that if other mobile phone manufacturers also want to use satellite communication functions, they will probably be one year later than Apple.</p><p>Satellite phones are nothing new. At present, consumer satellite phones can be easily purchased. Satellite phones generally require a large independent antenna, and in some cases, some other auxiliary equipment is needed to capture and relay satellite signals.</p><p><img src=\"https://static.tigerbbs.com/a6fc40c46b0f4e5cfefdf8a0b5d261ff\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>▲ Common satellite phones and accessories on the market</p><p>What \"customizations\" will Apple make to the baseband chip to achieve this function? How will Apple design the antenna that implements this communication function? There are still no clear answers to these questions, which are of great concern to the industry. But what is certain is that in order to connect to satellites, Apple does need a \"customized\" communication chip that is different from the existing 5G baseband.</p><p><img src=\"https://static.tigerbbs.com/56224f71d750b0bf58685141398b7b44\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Ming-Chi Kuo also mentioned that Apple's trial of satellite communication technology on the iPhone is just the beginning. In the future, Apple's MR headsets and even Apple's electric vehicles will improve their experience through the addition of satellite communication technology.</p><p>Not long ago, Gurman revealed that the \"Pro\" version of Apple Watch that Apple will launch will also support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/2b111b89cfb4e51c1b8cff2a5509ae1a\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg reported that in the further future, Apple is even considering eventually deploying its own satellites, but the realization of recent functions will rely on existing satellite networks.</p><p>Considering Apple's habit of keeping key technologies in its own hands, we wouldn't be too surprised if they really developed their own communication satellites and launched them into space to form their own satellite communication network.</p><p><b>03．</b></p><p><b>Who is the \"global star\" who exclusively enjoys Apple's big orders?</b></p><p>Although Apple's ideals are full, returning to reality, can we really see satellite communications landing on the iPhone 14 this year?</p><p>Another person familiar with the matter contacted by Bloomberg revealed that although the iPhone 14 may already be equipped with the hardware needed to implement satellite communications, the actual satellite communications functions may not be ready yet. He believes that Apple will not be able to integrate these functions until at least 2023. Ready.</p><p>So despite a lot of speculation in the industry, Apple is likely to temporarily change these features or directly abandon them before the actual release of the iPhone 14 on September 8.</p><p>According to Apple's habit, if a function is not polished and mature, it will never be released.</p><p>Regardless of whether Apple's iPhone 14 will support satellite communication functions, the stock price of the potential partner Global Star mentioned above has actually soared. In the past month, the stock price of Global Star has increased by more than 33%.</p><p><img src=\"https://static.tigerbbs.com/7dc4015bcdf21aa75aa9a204ec25477e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Global Star's stock price trend chart in the past month, source:<a href=\"https://laohu8.com/S/GOOG\">Google</a>Finance and Economics</p><p>Global Star has previously announced that it has signed an agreement with an \"undisclosed partner\" to develop a new service. Some insiders believe that the partner is most likely Apple.</p><p><a href=\"https://laohu8.com/S/IRDM\">Iridium Communications</a>(Iridium Communications) and Omnispace are the two major competitors of Global Star, but Apple does not currently cooperate with Iridium Communications, and industry analyst Tim Farrar also said that Omnispace has not promised to build a system to support such services.</p><p>The Iridium system used in Iridium communications originated from the \"Iridium Project\" proposed by Motorola at its peak in the 1990s-using 77 near-Earth satellites, we can make phone calls anywhere in the world.</p><p>But the final result was that 66 satellites were launched, and Motorola was already dragged down by huge investment. After the business was spun off, it survived and developed into today's Iridium communications, which makes people sigh its tenacious vitality.</p><p>Now it seems that this big cake of Apple satellite communications is exclusively enjoyed by Global Star.</p><p>Among the shareholders of Global Star, we can see Qualcomm. In fact, Global Star System is a low-orbit satellite mobile communication system proposed by the American company LQSS to the Federal Communications Commission (FCC) in June 1991, and LQSS is a company jointly established by Loral NASA and Qualcomm.</p><p>From a technical point of view, the satellite communication system used by Globalstar is different from the Iridium system used by its competitor Iridium Communications in terms of structural design and technology. Simply put, what the Globalstar system wants to achieve is that any user can access the joint networking of the ground public network through this system at any time.</p><p>The global satellite system uses low-orbit satellites to form a mobile communication satellite system that continuously covers the whole world. It is more like an extension and supplement to our existing terrestrial cellular mobile communication system and other mobile communication systems, rather than a mutual substitution relationship.</p><p>The technical characteristics and advantages of Global Star may also be Apple's main considerations when choosing it. After all, Apple has always only selected the top players in the industry when choosing suppliers.</p><p>Ming-Chi Kuo also believes that in the satellite communication service ecosystem, satellite communication operators such as Globalstar have high entry barriers and deserve high attention from investors.</p><p><b>04．</b></p><p><b>The implementation of satellite communications has started an accelerated mode, and the United States has become the absolute dominant market</b></p><p>At present, Apple's iPhone's use of satellite communications seems to be relatively advanced, which has attracted a lot of attention. However, in the near future, satellite communications may become the \"norm\" in the smartphone market.</p><p>Domestically, the Huawei Mate50 series can basically confirm that it will release some emergency information sending functions based on satellite communications before Apple.</p><p>Just recently, MediaTek, the world's largest mobile phone chip manufacturer in terms of shipments, also announced that it has successfully completed the world's first 5G NTN satellite mobile phone laboratory connection test, connecting smartphones to 5G non-terrestrial networks (NTN) and achieving high-speed and reliable 5G connections through satellites.</p><p><img src=\"https://static.tigerbbs.com/f0bc7ae4ce1b37e9a685ee8522bc1b98\" tg-width=\"550\" tg-height=\"126\" referrerpolicy=\"no-referrer\"/></p><p>In overseas markets, telecom giants T-Mobile and SpaceX have jointly announced that the Starlink (Starlink) satellite launched next year will be able to directly connect to operators' mobile phones through existing cellular network frequency bands. The two companies hope to enable users to enjoy global roaming services anywhere covered by satellites.</p><p><img src=\"https://static.tigerbbs.com/f5185ce4522e9b8f7de5a376040825c2\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Left: Mike Sievert, right: Musk</p><p>On top of that, the service has the potential to be added to existing T-Mobile network plans for free.</p><p>In other words, if Apple's iPhone 14 does not support satellite communications, T-Mobile's operator contract phone users will be the first to enjoy satellite communications services next year.</p><p>\"It's like putting a cellular tower in the sky, but it's much more difficult,\" said T-Mobile CEO Mike Sievert.</p><p>SpaceX CEO Musk also added: \"What we have to do is not only rewrite the satellite program, but also create the world's most advanced phased array antenna... The satellite is flying at 17,000 miles per hour above our heads. Under normal circumstances, no signal tower can fly, let alone fly so fast.\"</p><p>It is understood that this service will initially support SMS sending, and may also support some even communication apps. Follow-up voice calls and real-time messaging are both possible, Musk said.</p><p>However, Sievert did not forget to \"get a vaccination\". He said that there are still some technical problems to be solved. For example, there may be a delay of about half an hour in the first release of news.</p><p>It can be seen that on the eve of the implementation of satellite communications on smartphones, there are still many problems to be solved.</p><p>Ten years ago, Google tried to use hydrogen balloons for large-area signal coverage, but the effect was not good and the cost was too high, so it finally gave up.</p><p>Today, the balloon was replaced with a satellite.</p><p>At present, the global communication market has reached an average annual scale of one trillion dollars, but the network coverage is less than 10% of the earth's area. Due to geographical constraints, the number of signal transmission towers is close to saturation.</p><p>According to data from Research And Markets, the global communications industry market size will reach US $3.461 billion in 2025, and it is estimated that the global satellite Internet output value will reach US $560-850 billion by 2025.</p><p>The entry of various technology giants has further accelerated the development of satellite Internet.</p><p>SpaceX is one of the new players who has a louder voice and moves faster. SpaceX first started implementing the Starlink project in 2019, planning to launch 42,000 Starlink satellites to form a Starlink network and provide satellite Internet services to the world. So far, about 2,000 satellites have been launched.</p><p><img src=\"https://static.tigerbbs.com/6e8a1ce9f6dffcac6bc0d1177f99aa0b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>According to the analysis, with the launch of the \"Starlink\" program of the United States, the competition for the development of global low-orbit satellites has become increasingly fierce, and the non-renewable strategic resource of space orbit and frequency band will become increasingly scarce.</p><p>The United States, the United Kingdom, Canada, and Russia have all accelerated the deployment of low-orbit satellites. Tianfeng Securities predicts that among the global low-Earth orbit satellites, the number of satellites launched by the United States will account for more than 90% in the future, reaching about 50,000.</p><p>Domestically, Jiutian MSI, a private commercial aerospace company invested by Xi'an Institute of Optics and Precision Mechanics, Chinese Academy of Sciences, entered seven \"ladybug series\" satellites in orbit in 2018, and carried out constellation Internet of Things verification in wildlife protection, field emergency rescue, vehicle and ship monitoring, logistics traceability and other fields.</p><p>In 2019, the Apocalypse Cangzhou satellite developed by Beijing Guodian Hi-Tech Technology Co., Ltd. was successfully put into orbit, realizing the initial networking operation of the Apocalypse Internet of Things constellation.</p><p>According to the research report of Tianfeng Securities, China currently has only three low-orbit broadband communication satellites in orbit, and the construction of satellite Internet is lagging behind.</p><p><img src=\"https://static.tigerbbs.com/3630f8c3b4701bcdc88c3256ceac413d\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>▲ Global low-Earth orbit satellite layout and proportion in 2029 (units,%), source: Tianfeng Securities</p><p>In addition to SpaceX, OneWeb,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And other technology companies are also entering this market as new players. In addition, the \"Big Three\" of traditional satellite suppliers such as SES of the United States, Eutelsat of Europe, and Intelsat of the International Telecommunications Satellite Organization have also launched their own high-throughput satellite plans to develop the satellite Internet market.</p><p>From mobile phone manufacturers, chip manufacturers, satellite manufacturers to satellite communication operators, the entire satellite Internet ecosystem is developing rapidly, and it is inevitable that satellite communications will be implemented in smartphones.</p><p><b>05．</b></p><p><b>Conclusion: Satellite communications become a new variable in the consumer electronics market</b></p><p>Whether Huawei Mate50 will beat Apple's iPhone 14 to become the world's first mainstream smartphone to support satellite communications will be announced next week. It is conceivable that if Apple's iPhone 14 supports this function, it will definitely drive the development of the entire industry chain, and we will also see more smartphones supporting satellite communications.</p><p>At present, satellite communications mainly solve communication problems in emergencies and remote areas without signal coverage, and are in a \"complementary\" relationship with existing cellular mobile networks. But with the maturity of satellite communication technology, will it further replace cellular mobile networks or even change the market structure of existing mobile network operators? There is room for imagination.</p><p></body></html></p>","source":"zhidxcom","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Huawei's \"sky-breaking\" technology will bring up a 6 trillion market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智东西</strong><span class=\"h-time small\">2022-09-05 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Yun Peng</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>After five years of satellite communications, Huawei is going to be the first to release it.</p><p>The \"space\" theme of Apple's invitation letter to this fall's conference has led many industry insiders to speculate that Apple's iPhone 14 series will support the long-rumored \"satellite communication\" function.</p><p><img src=\"https://static.tigerbbs.com/f18353155b97d427c2bed5a8360d19ec\" tg-width=\"425\" tg-height=\"833\" referrerpolicy=\"no-referrer\"/></p><p>Just this week, well-known Apple analyst Ming-Chi Kuo announced his latest research on Apple's satellite communication function. He believes that it is inevitable that the iPhone will support satellite communication, but whether this function will be implemented in the iPhone 14 is still not completely certain.</p><p><img src=\"https://static.tigerbbs.com/9eeced6fb7cbadb39705a7f52487c03c\" tg-width=\"550\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>As early as last year, Ming-Chi Kuo predicted that the iPhone 13 series might support satellite communications, but in the end this prediction did not come true. Bloomberg reporter Mark Gurman (Mark Gurman) also previewed what functions Apple's satellite communication function will have.</p><p>Ming-Chi Kuo also mentioned that Huawei's Mate50 series mobile phones, which will be released on September 6, may provide the ability to send emergency text messages through satellite communications based on the Beidou system.</p><p>As soon as Ming-Chi Kuo finished speaking, Huawei's terminal business CEO,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Yu Chengdong, CEO of Automotive Solutions BU, said that Huawei Mate50 will release a \"piercing the sky\" technology. Subsequently, Huawei insiders confirmed to the media that Huawei Mate50 will indeed support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/df76ef27e053384f384af515c68ba8fe\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/></p><p>In other words, Huawei will most likely release satellite communication functions ahead of Apple.</p><p>Why do Apple and Huawei bet on satellite communications one after another? What can an iPhone that supports satellite communications do, and what adjustments does an iPhone need to make to support satellite communications? Will satellite communications subvert our cellular mobile network today in the future?</p><p>A new revolution in the field of mobile communication technology is brewing.</p><p><b>01．</b></p><p><b>Satellite communication can \"save lives\" or become a must for smartphones</b></p><p>Earlier Bloomberg reporter Gurman mentioned that it has not been a day or two since Apple wanted to implement satellite communication functions on the iPhone.</p><p>Why does Apple have a soft spot for satellite communications, and what is the use of this feature?</p><p>In a word, this feature will allow us to send messages and make phone calls in areas without cell phone coverage.</p><p>For example, in some emergency situations where mobile phones have no signal, we can quickly send messages to emergency contacts; In some crashes, the accident location is often very remote and there is no signal from mobile phones. At this time, we can use satellite communication to report the accident situation in time.</p><p>Of course, for people who are lost during travel or exploration in remote areas, this function can also play a \"life-saving\" role in some remote mountainous areas, lakes and other places without 4G or 5G signal coverage.</p><p>Ming-Chi Kuo believes that the increasingly frequent natural disasters and geopolitical conflicts in recent years may make emergency communication capabilities based on satellite communications an essential function of smartphones.</p><p>Speaking of which, you may have some \"bold ideas\". If iPhone can communicate without signal, does that mean that we can get rid of the limitation of cellular mobile network and no longer need to apply for mobile network packages?</p><p>According to the information disclosed by informed sources, the initial application scope of Apple's satellite communication function is still relatively limited, mainly focusing on the handling of some crisis situations.</p><p><img src=\"https://static.tigerbbs.com/b5323ee5a63164caf27dded04b65201d\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>According to people familiar with the matter, Apple is now developing at least two specific \"emergency features\", and these emergency features will rely on satellite networks, and Apple will apply these features in future iPhones.</p><p>The first function will be called \"Emergency Message via Satellite\", which allows users to send emergency messages through satellite networks when their mobile phones have no signal.</p><p>This feature will be integrated into iOS's messaging App and appear in the form of \"gray bubbles\" instead of the green or blue bubbles of ordinary messages.</p><p>The second function will be major accident reporting, such as plane crashes and ship sinks. This function also needs satellite network support.</p><p>Apple's satellite communication tool for reporting major accidents is internally codenamed \"Stewie\". This tool will limit the length of messages sent, and these messages will be automatically sent to the emergency contact's mobile phone, even if the emergency contact has set \"Do Not Disturb\", the mobile phone will receive the message and prompt it.</p><p>In this feature, the phone will ask the user what kind of crisis situation they have encountered, whether it involves a car, ship, plane or fire. In addition, users can further report more specific information, such as whether there are casualties, whether search and rescue services are needed, whether there is suspicious behavior or gun threats.</p><p>When the user uses the emergency service, the mobile phone will send the user's location information and medical ID. The medical ID is a virtual card in the Apple Health App, which records the user's age, medical history, medication status, height and weight and other information.</p><p>Apple has designed a sending method internally. As long as users enter the phrase \"Emergency SOS\", the mobile phone will automatically send the information to the emergency contact.</p><p>Apple has also tested a method of connecting to satellites internally, which requires users to walk outdoors in a certain direction to help the iPhone get satellite signal, and this connection is not instant, sometimes it may take a minute or so to complete.</p><p>In addition to sending text messages, the satellite communication tool may also have the ability to handle satellite phone calls later.</p><p><img src=\"https://static.tigerbbs.com/f88036aaa8407c20f00a536977da71fa\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>However, in the final analysis, whether these functions can be realized depends in part on the availability of satellites and whether local regulations allow it. Obviously, this feature is not applicable to all countries and regions.</p><p><b>02．</b></p><p><b>Hardware testing is in place, customized baseband chips, Apple has to \"launch satellites\"?</b></p><p>These functions have been brewing for a long time. In fact, Apple has been committed to the research of satellite-related technologies for many years. Bloomberg said that the Apple team's exploration in this field can be traced back to 2017.</p><p>On August 29, 2021, Ming-Chi Kuo predicted that the iPhone 13 series will support satellite communication capabilities. He mentioned that the iPhone 13 series<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The X60 5G baseband will support low-earth orbit satellite communications.</p><p>Ming-Chi Kuo's main basis for making these judgments is Apple's 5G baseband supplier Qualcomm and the United States<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>(Globalstar) companies have cooperation in this field.</p><p>Regarding the specific business model, he believes that if the user's operator (such as T-Mobile and Verizon) has cooperated with Globalstar, then the user can directly use Globalstar's satellite communication services through the operator's services.</p><p>In Ming-Chi Kuo's latest analysis, he mentioned that Apple has now completed the hardware test of the satellite communication function. Whether Apple will specifically apply this function depends on whether Apple and operators can negotiate a business model.</p><p>He believes that Apple completed the hardware development of satellite communication functions as early as the iPhone 13 period, but the business model had not yet been determined at that time.</p><p>Once the Apple iPhone has satellite communication capabilities, it will be the first mainstream smartphone to support this feature. Ming-Chi Kuo also mentioned that if other mobile phone manufacturers also want to use satellite communication functions, they will probably be one year later than Apple.</p><p>Satellite phones are nothing new. At present, consumer satellite phones can be easily purchased. Satellite phones generally require a large independent antenna, and in some cases, some other auxiliary equipment is needed to capture and relay satellite signals.</p><p><img src=\"https://static.tigerbbs.com/a6fc40c46b0f4e5cfefdf8a0b5d261ff\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>▲ Common satellite phones and accessories on the market</p><p>What \"customizations\" will Apple make to the baseband chip to achieve this function? How will Apple design the antenna that implements this communication function? There are still no clear answers to these questions, which are of great concern to the industry. But what is certain is that in order to connect to satellites, Apple does need a \"customized\" communication chip that is different from the existing 5G baseband.</p><p><img src=\"https://static.tigerbbs.com/56224f71d750b0bf58685141398b7b44\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Ming-Chi Kuo also mentioned that Apple's trial of satellite communication technology on the iPhone is just the beginning. In the future, Apple's MR headsets and even Apple's electric vehicles will improve their experience through the addition of satellite communication technology.</p><p>Not long ago, Gurman revealed that the \"Pro\" version of Apple Watch that Apple will launch will also support satellite communication functions.</p><p><img src=\"https://static.tigerbbs.com/2b111b89cfb4e51c1b8cff2a5509ae1a\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg reported that in the further future, Apple is even considering eventually deploying its own satellites, but the realization of recent functions will rely on existing satellite networks.</p><p>Considering Apple's habit of keeping key technologies in its own hands, we wouldn't be too surprised if they really developed their own communication satellites and launched them into space to form their own satellite communication network.</p><p><b>03．</b></p><p><b>Who is the \"global star\" who exclusively enjoys Apple's big orders?</b></p><p>Although Apple's ideals are full, returning to reality, can we really see satellite communications landing on the iPhone 14 this year?</p><p>Another person familiar with the matter contacted by Bloomberg revealed that although the iPhone 14 may already be equipped with the hardware needed to implement satellite communications, the actual satellite communications functions may not be ready yet. He believes that Apple will not be able to integrate these functions until at least 2023. Ready.</p><p>So despite a lot of speculation in the industry, Apple is likely to temporarily change these features or directly abandon them before the actual release of the iPhone 14 on September 8.</p><p>According to Apple's habit, if a function is not polished and mature, it will never be released.</p><p>Regardless of whether Apple's iPhone 14 will support satellite communication functions, the stock price of the potential partner Global Star mentioned above has actually soared. In the past month, the stock price of Global Star has increased by more than 33%.</p><p><img src=\"https://static.tigerbbs.com/7dc4015bcdf21aa75aa9a204ec25477e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Global Star's stock price trend chart in the past month, source:<a href=\"https://laohu8.com/S/GOOG\">Google</a>Finance and Economics</p><p>Global Star has previously announced that it has signed an agreement with an \"undisclosed partner\" to develop a new service. Some insiders believe that the partner is most likely Apple.</p><p><a href=\"https://laohu8.com/S/IRDM\">Iridium Communications</a>(Iridium Communications) and Omnispace are the two major competitors of Global Star, but Apple does not currently cooperate with Iridium Communications, and industry analyst Tim Farrar also said that Omnispace has not promised to build a system to support such services.</p><p>The Iridium system used in Iridium communications originated from the \"Iridium Project\" proposed by Motorola at its peak in the 1990s-using 77 near-Earth satellites, we can make phone calls anywhere in the world.</p><p>But the final result was that 66 satellites were launched, and Motorola was already dragged down by huge investment. After the business was spun off, it survived and developed into today's Iridium communications, which makes people sigh its tenacious vitality.</p><p>Now it seems that this big cake of Apple satellite communications is exclusively enjoyed by Global Star.</p><p>Among the shareholders of Global Star, we can see Qualcomm. In fact, Global Star System is a low-orbit satellite mobile communication system proposed by the American company LQSS to the Federal Communications Commission (FCC) in June 1991, and LQSS is a company jointly established by Loral NASA and Qualcomm.</p><p>From a technical point of view, the satellite communication system used by Globalstar is different from the Iridium system used by its competitor Iridium Communications in terms of structural design and technology. Simply put, what the Globalstar system wants to achieve is that any user can access the joint networking of the ground public network through this system at any time.</p><p>The global satellite system uses low-orbit satellites to form a mobile communication satellite system that continuously covers the whole world. It is more like an extension and supplement to our existing terrestrial cellular mobile communication system and other mobile communication systems, rather than a mutual substitution relationship.</p><p>The technical characteristics and advantages of Global Star may also be Apple's main considerations when choosing it. After all, Apple has always only selected the top players in the industry when choosing suppliers.</p><p>Ming-Chi Kuo also believes that in the satellite communication service ecosystem, satellite communication operators such as Globalstar have high entry barriers and deserve high attention from investors.</p><p><b>04．</b></p><p><b>The implementation of satellite communications has started an accelerated mode, and the United States has become the absolute dominant market</b></p><p>At present, Apple's iPhone's use of satellite communications seems to be relatively advanced, which has attracted a lot of attention. However, in the near future, satellite communications may become the \"norm\" in the smartphone market.</p><p>Domestically, the Huawei Mate50 series can basically confirm that it will release some emergency information sending functions based on satellite communications before Apple.</p><p>Just recently, MediaTek, the world's largest mobile phone chip manufacturer in terms of shipments, also announced that it has successfully completed the world's first 5G NTN satellite mobile phone laboratory connection test, connecting smartphones to 5G non-terrestrial networks (NTN) and achieving high-speed and reliable 5G connections through satellites.</p><p><img src=\"https://static.tigerbbs.com/f0bc7ae4ce1b37e9a685ee8522bc1b98\" tg-width=\"550\" tg-height=\"126\" referrerpolicy=\"no-referrer\"/></p><p>In overseas markets, telecom giants T-Mobile and SpaceX have jointly announced that the Starlink (Starlink) satellite launched next year will be able to directly connect to operators' mobile phones through existing cellular network frequency bands. The two companies hope to enable users to enjoy global roaming services anywhere covered by satellites.</p><p><img src=\"https://static.tigerbbs.com/f5185ce4522e9b8f7de5a376040825c2\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲ Left: Mike Sievert, right: Musk</p><p>On top of that, the service has the potential to be added to existing T-Mobile network plans for free.</p><p>In other words, if Apple's iPhone 14 does not support satellite communications, T-Mobile's operator contract phone users will be the first to enjoy satellite communications services next year.</p><p>\"It's like putting a cellular tower in the sky, but it's much more difficult,\" said T-Mobile CEO Mike Sievert.</p><p>SpaceX CEO Musk also added: \"What we have to do is not only rewrite the satellite program, but also create the world's most advanced phased array antenna... The satellite is flying at 17,000 miles per hour above our heads. Under normal circumstances, no signal tower can fly, let alone fly so fast.\"</p><p>It is understood that this service will initially support SMS sending, and may also support some even communication apps. Follow-up voice calls and real-time messaging are both possible, Musk said.</p><p>However, Sievert did not forget to \"get a vaccination\". He said that there are still some technical problems to be solved. For example, there may be a delay of about half an hour in the first release of news.</p><p>It can be seen that on the eve of the implementation of satellite communications on smartphones, there are still many problems to be solved.</p><p>Ten years ago, Google tried to use hydrogen balloons for large-area signal coverage, but the effect was not good and the cost was too high, so it finally gave up.</p><p>Today, the balloon was replaced with a satellite.</p><p>At present, the global communication market has reached an average annual scale of one trillion dollars, but the network coverage is less than 10% of the earth's area. Due to geographical constraints, the number of signal transmission towers is close to saturation.</p><p>According to data from Research And Markets, the global communications industry market size will reach US $3.461 billion in 2025, and it is estimated that the global satellite Internet output value will reach US $560-850 billion by 2025.</p><p>The entry of various technology giants has further accelerated the development of satellite Internet.</p><p>SpaceX is one of the new players who has a louder voice and moves faster. SpaceX first started implementing the Starlink project in 2019, planning to launch 42,000 Starlink satellites to form a Starlink network and provide satellite Internet services to the world. So far, about 2,000 satellites have been launched.</p><p><img src=\"https://static.tigerbbs.com/6e8a1ce9f6dffcac6bc0d1177f99aa0b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>According to the analysis, with the launch of the \"Starlink\" program of the United States, the competition for the development of global low-orbit satellites has become increasingly fierce, and the non-renewable strategic resource of space orbit and frequency band will become increasingly scarce.</p><p>The United States, the United Kingdom, Canada, and Russia have all accelerated the deployment of low-orbit satellites. Tianfeng Securities predicts that among the global low-Earth orbit satellites, the number of satellites launched by the United States will account for more than 90% in the future, reaching about 50,000.</p><p>Domestically, Jiutian MSI, a private commercial aerospace company invested by Xi'an Institute of Optics and Precision Mechanics, Chinese Academy of Sciences, entered seven \"ladybug series\" satellites in orbit in 2018, and carried out constellation Internet of Things verification in wildlife protection, field emergency rescue, vehicle and ship monitoring, logistics traceability and other fields.</p><p>In 2019, the Apocalypse Cangzhou satellite developed by Beijing Guodian Hi-Tech Technology Co., Ltd. was successfully put into orbit, realizing the initial networking operation of the Apocalypse Internet of Things constellation.</p><p>According to the research report of Tianfeng Securities, China currently has only three low-orbit broadband communication satellites in orbit, and the construction of satellite Internet is lagging behind.</p><p><img src=\"https://static.tigerbbs.com/3630f8c3b4701bcdc88c3256ceac413d\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>▲ Global low-Earth orbit satellite layout and proportion in 2029 (units,%), source: Tianfeng Securities</p><p>In addition to SpaceX, OneWeb,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And other technology companies are also entering this market as new players. In addition, the \"Big Three\" of traditional satellite suppliers such as SES of the United States, Eutelsat of Europe, and Intelsat of the International Telecommunications Satellite Organization have also launched their own high-throughput satellite plans to develop the satellite Internet market.</p><p>From mobile phone manufacturers, chip manufacturers, satellite manufacturers to satellite communication operators, the entire satellite Internet ecosystem is developing rapidly, and it is inevitable that satellite communications will be implemented in smartphones.</p><p><b>05．</b></p><p><b>Conclusion: Satellite communications become a new variable in the consumer electronics market</b></p><p>Whether Huawei Mate50 will beat Apple's iPhone 14 to become the world's first mainstream smartphone to support satellite communications will be announced next week. It is conceivable that if Apple's iPhone 14 supports this function, it will definitely drive the development of the entire industry chain, and we will also see more smartphones supporting satellite communications.</p><p>At present, satellite communications mainly solve communication problems in emergencies and remote areas without signal coverage, and are in a \"complementary\" relationship with existing cellular mobile networks. But with the maturity of satellite communication technology, will it further replace cellular mobile networks or even change the market structure of existing mobile network operators? There is room for imagination.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml\">智东西</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63cb0cbfd2e4993bc712a35644e8465b","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138935850","content_text":"文/云鹏苹果搞了五年的卫星通信，华为要抢先发布了。苹果今年秋季发布会邀请函的“太空”主题，让不少业内人士猜测，苹果iPhone 14系列将会支持传言已久的“卫星通信（satellite communication）”功能。就在本周，知名苹果分析师郭明錤公布了他对于苹果卫星通信功能的最新研究，他认为，iPhone支持卫星通信已是必然，但该功能是否会在iPhone 14中落地，仍不能完全确定。早在去年，郭明錤就预测iPhone 13系列可能会支持卫星通信，然而最终该预言并未成真。彭博社记者马克·古尔曼（Mark Gurman）也曾对苹果的卫星通信功能将具备哪些功能进行了前瞻。郭明錤还提到，华为即将于9月6日发布的Mate50系列手机，可能会通过基于北斗系统的卫星通信提供发送紧急短讯的能力。郭明錤话音刚落，华为终端业务CEO、智能汽车解决方案BU CEO余承东就放话称，华为Mate50将发布一项“捅破天”的技术。随后有华为内部人士向媒体证实，华为Mate50的确将支持卫星通信功能。也就是说，华为大概率将抢先苹果发布卫星通信功能。苹果华为为何接连押宝卫星通信？一部支持卫星通信的iPhone到底能做什么，而一部iPhone要想支持卫星通信又需要做哪些调整，未来卫星通信是否会颠覆我们今天的蜂窝移动网络？一场移动通信技术领域的新变革，正在酝酿。01．卫星通信能“救命”，或成智能手机必备前文彭博社记者古尔曼提到，苹果想在iPhone上实现卫星通信功能，已经不是一天两天了。苹果为什么对卫星通信情有独钟，这个功能有什么用呢？一句话总结，该功能将允许我们在没有手机信号覆盖的区域发消息、打电话。比如在一些手机没有信号的紧急情况下，我们可以快速给紧急联系人发送消息；在一些坠机事故中，事故地点往往十分偏远，手机没有信号，这时我们就可以利用卫星通信及时上报事故情况。当然，对于在偏远地区旅行或探险中走失的人来说，在一些偏远山区、湖泊等没有4G或5G信号覆盖的地方，这一功能也能起到“救命”的作用。郭明錤认为，近年来日益频繁的自然灾害和地缘政治冲突，可能会让基于卫星通信的紧急通讯能力成为智能手机的必备功能。说到这里，你可能会有一些“大胆的想法”，如果iPhone可以在没有信号的情况下通信，那是不是意味着，我们可以摆脱蜂窝移动网络的限制，不再需要办理移动网络套餐了呢？就目前知情人士透露信息来看，苹果卫星通信功能初期应用范围还比较有限，主要集中于一些危机情况的处理。知情人士称，苹果现在至少在开发两个具体的“应急功能（emergency features）”，而这种应急功能都将依赖于卫星网络，苹果将在未来的iPhone中应用这些功能。第一个功能将被称为“通过卫星发送紧急信息（Emergency Message via Satellite）”，用户可以在手机没信号的时候，通过卫星网络发送紧急信息。这一功能将会被集成在iOS的信息App中，以“灰色气泡”形式出现，而非普通消息的绿色或蓝色气泡。第二个功能将是重大事故报告，比如飞机坠毁、船舶沉没，该功能同样需要卫星网络支持。实现重大事故报告的苹果卫星通信工具，其内部代号为“Stewie”，该工具将会限制发送信息的长度，而这些信息将会被自动发送到紧急联系人的手机上，即使紧急联系人已经设置了“勿扰”，手机也会收到信息并进行提示。在该功能中，手机会询问用户遇到了什么样的危机情况，涉及汽车、船舶、飞机还是火灾。此外，用户还可以进一步上报更具体的信息，比如是否有人员伤亡、是否需要搜救服务、是否有可疑行为或涉及枪支威胁。当用户使用该紧急服务时，手机会发送用户的位置信息和医疗ID，医疗ID是苹果健康App中的一张虚拟卡片，记录了用户的年龄、病史、用药情况以及身高体重等信息。苹果内部曾设计了一种发送方式，用户只要输入“Emergency SOS（紧急求救）”这组短语，手机就会自动将信息发送给紧急联系人。苹果内部还测试了一种连接卫星的方法，该方法要求用户在户外朝着某个方向行走，以帮助iPhone获取卫星信号，并且这种连接并不是即时的，有时可能需要一分钟左右的时间才能完成。除了发送短信，该卫星通信工具后续可能还会具备处理卫星电话呼叫的能力。不过说到底，这些功能能否实现，部分要取决于卫星的可用性以及当地法规是否允许。很显然，该功能并不适用于所有国家和地区。02．硬件测试已就位，定制基带芯片，苹果还要“放卫星”？上述这些功能，早已酝酿多时。实际上，苹果多年来一直致力于卫星相关技术的研究，彭博社称，苹果团队在该领域的探索最早可以追溯到2017年。2021年8月29日，郭明錤预测iPhone 13系列将会支持卫星通信能力。他提到，iPhone 13系列上搭载的高通X60 5G基带将会支持低轨卫星通信（low-earth orbit satellite communications）。郭明錤做出这些判断的主要依据是苹果5G基带供应商高通与美国全球星（Globalstar）公司在该领域有合作。关于具体的商业模式，他认为，如果用户的运营商（比如T-Mobile、Verizon）已经与全球星合作，那么用户就可以通过运营商的服务直接使用全球星的卫星通信服务。在郭明錤最新分析中，他提到苹果现在已经完成了卫星通信功能的硬件测试，苹果是否会具体应用这一功能，还取决于苹果和运营商能否谈妥商业模式。他认为，苹果早在iPhone 13时期就完成了卫星通信功能的硬件开发，但当时还没有确定好商业模式。一旦苹果iPhone具备了卫星通信功能，它将是第一款支持该功能的主流智能手机。郭明錤还提到，其他手机厂商如果也想使用卫星通信功能，很可能将会晚于苹果一年。卫星电话并不是什么新鲜事物，目前消费级的卫星电话也已经可以很容易的购买到。卫星电话一般都需要有一个体积较大的独立天线，在一些情况下，还需要一些其他辅助设备来捕捉和中继卫星信号。▲市面上常见的卫星电话及附件苹果会对基带芯片做哪些“定制”以实现这一功能？苹果会如何设计实现该通信功能的天线？这些问题仍然没有明确答案，也是业内颇为关注的。但可以确定的是，为了连接卫星，苹果的确需要一种区别于现有5G基带的“定制”通信芯片。郭明錤还提到，苹果在iPhone上尝试卫星通信技术，只是一个开始，未来苹果的MR头显，甚至是苹果的电动汽车也将通过卫星通信技术的加入而实现体验的提升。前不久，古尔曼曾透露，苹果将要推出的“Pro”版Apple Watch也将支持卫星通信功能。彭博社报道透露，在更远的未来，苹果甚至考虑最终会部署自己的卫星，但近期功能的实现会依赖现有卫星网络。考虑到苹果倾向于将关键技术掌握在自己手里的习惯，如果他们真的自研通信卫星并发射到太空中，组建自己的卫星通信网络，我们也不会太过意外。03．独享苹果大单的“全球星”是何许人也？虽然苹果的理想很丰满，但回归现实，今年我们真的能看到卫星通信落地iPhone 14吗？彭博社联系到的另一位知情人士透露，尽管iPhone 14上可能已经搭载了实现卫星通信所需要的硬件，但实际的卫星通信功能可能还没有准备好，他认为至少到2023年苹果才能够将这些功能准备好。所以尽管业内猜测不少，但苹果很可能在9月8日真正发布iPhone 14之前临时将这些特性更改或者直接放弃。按照苹果的习惯，一项功能如果没有打磨成熟，它是绝对不会拿出来发布的。不管苹果iPhone 14是否会支持卫星通信功能，前文提到的潜在合作方全球星的股价是实实在在的狂涨了一波，近一个月，全球星股价涨幅超过了33%。▲全球星近一个月股价走势图，来源：谷歌财经全球星此前曾公布，自己已经与一个“未公开合作方”签署了一份协议，用于开发一项新的服务。有业内人士认为，该合作方大概率是苹果。铱星通讯（Iridium Communications）和Omnispace是全球星的两大竞争对手，但苹果目前并没有与铱星通讯进行合作，而行业分析师Tim Farrar也表示，Omnispace没有承诺过会建立支持此类服务的系统。铱星通讯所使用的铱系统源自于20世纪90年代摩托罗拉在其最辉煌的时候提出的“铱星计划”——用77颗近地卫星，让我们在世界任何地方都可以打电话。但最后结果是，卫星打上去了66颗，摩托罗拉已经要被巨额投入拖垮，该业务分拆后得以存活，发展成为今天的铱星通讯，不禁令人感叹其顽强的生命力。现在看来，苹果卫星通信的这块大蛋糕，是由全球星独享的。在全球星的股东中，我们能够看到高通的身影，实际上，全球星系统是美国LQSS公司于1991年6月向美国联邦通信委员会（FCC）提出的低轨道卫星移动通信系统，而LQSS是由Loral宇航局和高通共同组建的一家公司。从技术层面来看，全球星使用的卫星通信系统，在结构设计和技术上跟它竞争对手铱星通讯使用的铱系统有所不同，简单来说，全球星系统要实现的是全球范围内任意用户随时可以通过该系统接入地面公共网联合组网。全球星系统利用低轨卫星组成一个连续覆盖全球的移动通信卫星系统，它更像是是我们现有的地面蜂窝移动通信系统和其他移动通信系统的一种延申和补充，并非一种相互替代关系。全球星的技术特性和优势，或许也是苹果选择它的主要考虑因素，毕竟，苹果选择供应商，向来只会选择行业最顶级玩家。郭明錤也认为，在卫星通信服务生态系统中，全球星这类卫星通信运营商进入门槛很高，值得投资者高度关注。04．卫星通信落地开启加速模式，美国已成市场绝对主导目前苹果iPhone对于卫星通信的使用看起来比较超前，引起了不小的关注度，但在不久的未来，卫星通信或许将成为智能手机市场的“常态”。国内这边，华为Mate50系列基本都能够确定将先于苹果发布基于卫星通信的一些紧急信息发送功能。就在最近，作为全球出货量第一的手机芯片厂商联发科，也宣布成功完成了全球首次5G NTN卫星手机实验室连线测试，将智能手机接入了5G非地面网络（NTN），通过卫星实现了高速可靠的5G连接。在海外市场，电信巨头T-Mobile和SpaceX已经联合宣布，明年发射的Starlink（星链）卫星将能够通过现有蜂窝网络频段直接连接到运营商的手机。两家公司希望能够让用户在卫星覆盖到的任何地方享受全球漫游服务。▲左：Mike Sievert，右：马斯克最重要的是，这项服务有可能被免费添加到现有的T-Mobile网络套餐中。也就是说，如果苹果iPhone 14没有支持卫星通信，明年T-Mobile的运营商合约机用户就可以率先享受到卫星通信服务。T-Mobile的CEO Mike Sievert说：“这就像在天空中放置一个蜂窝式信号塔，只不过难度大得多。”SpaceX CEO马斯克也补充道：“我们要做的不仅是重写卫星程序，还要制造一种世界上最先进的相控阵天线……卫星在我们头上以每小时1.7万英里的时速飞行，正常情况下，没有信号塔会飞，更不会飞的这么快。”据了解，这项服务初期会支持短信发送，可能还会支持一些即使通讯App。马斯克说，后续语音通话和实时信息传递都是有可能的。不过Sievert不忘“打个预防针”，他说现在还有一些技术问题需要解决，比如现在消息的首发可能会有半个小时左右的延迟。可以看到，在卫星通信落地智能手机的前夜，要解决的难题还是不少。十年前，谷歌曾尝试利用氢气球进行大面积信号覆盖，但效果不好，成本也太高了，最终放弃。今天，气球换成了卫星。目前，全球通信市场已达到年均万亿美元规模，但网络覆盖范围不足地球面积的 10%。由于地理因素限制，信号发射塔数量已接近饱和。根据Research And Markets数据，2025年，全球通信产业市场规模将达到34610亿美元，预计2025年前，全球卫星互联网产值可达5600-8500亿美元。各路科技巨头的入局，进一步加快了卫星互联网的发展。SpaceX属于新晋玩家中声量比较大、走的比较快的一个。SpaceX最早从2019年开始实施星链项目，计划发射4.2万颗星链卫星，形成星链网络，为全球提供卫星互联网服务，目前已经发射约2000颗卫星。天风证券分析认为，随着美国“星链”计划启动，全球低轨卫星发展竞争日益激烈，空间轨道和频段这一不可再生的战略资源将日益紧缺。美国、英国、加拿大、俄罗斯都已经加速低轨卫星铺设，天风证券预计，在全球近地轨道卫星中，未来美国发射卫星数量占比将超九成，达到约50000颗。国内这边，中国科学院西安光学精密机械研究所投资的民营商业航天公司九天微星于2018年入轨了7 颗“瓢虫系列”卫星，在野生动物保护、野外应急救援、车辆船舶监测、物流追溯等领域开展星座物联网验证。2019 年，北京国电高科科技有限公司研制的天启·沧州号卫星成功入轨，实现了天启物联网星座初步组网运行。天风证券研报认为，中国目前仅有3颗在轨运行的低轨宽带通信卫星，卫星互联网建设较为滞后。▲2029 年全球近地轨道卫星布局及占比（颗，%），来源：天风证券除了SpaceX，OneWeb、亚马逊等科技公司也作为新玩家进入这一市场。另外，如美国SES、欧洲Eutelsat、国际通信卫星组织Intelsat等传统卫星供应商“三巨头”，也都启动了自己的高通量卫星计划，发力卫星互联网市场。从手机厂商、芯片厂商、卫星厂商再到卫星通信运营商，整个卫星互联网生态都在快速向前发展，而卫星通信落地智能手机，已是必然。05．结语：卫星通信成消费电子市场新变量华为Mate50是否会抢先苹果iPhone 14成为全球第一款支持卫星通信的主流智能手机，答案即将在下周揭晓。可以想象，如果苹果iPhone 14支持这一功能，必将会带动整个产业链的发展，我们也将会看到更多智能手机支持卫星通信。目前来看，卫星通信主要解决的是紧急情况下、偏远无信号覆盖地区的通信问题，与现有的蜂窝移动网络，是一种“互补”的关系。但随着卫星通信技术的成熟，其是否会进一步取代蜂窝移动网络，甚至改变现有移动网络运营商市场格局？都存在想象空间。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995123841,"gmtCreate":1661432524685,"gmtModify":1676536517194,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995123841","repostId":"2262383659","repostType":2,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}