Zheng Quan Shi Bao·2025-10-22 17:59Core Viewpoint - The recent issuance of satellite mobile communication business licenses to China Unicom and China Mobile, following China Telecom, marks a significant step in the development of the satellite communication industry in China, enabling all three major telecom operators to engage in satellite communication services, enhancing emergency communication, maritime communication, and connectivity in remote areas [1][2]. Group 1: Industry Development - The Ministry of Industry and Information Technology (MIIT) has accelerated the commercialization process of the satellite mobile communication industry, aiming to create a competitive market environment and enhance service accessibility for ordinary users [2]. - The MIIT's guidelines set a target of over 10 million satellite communication users by 2030, promoting new applications such as direct satellite connections via mobile phones [2]. - The integration of satellite communication with emerging technologies like 5G/6G and artificial intelligence is expected to stimulate market vitality and innovation [2][5]. Group 2: Technological Advancements - China Telecom has developed a comprehensive ecosystem for satellite mobile communication, covering chip development, terminal manufacturing, network construction, application development, and market expansion [5]. - New technologies and products are emerging within the satellite communication industry, such as the Macro WiFi product from Tongyu Communication, which connects satellite networks with terrestrial communication [4]. - China Mobile's STCN technology system aims to optimize satellite resource management and reduce the number of satellites needed for coverage by half, while also decreasing the cost per satellite by 10% [5]. Group 3: Market Applications - Satellite communication is primarily focused on emergency communication and coverage supplementation in remote areas, with services like short messaging and voice communication already in the market [6]. - China Telecom has achieved global leadership in mobile direct satellite communication, allowing users to make calls and send messages without changing their SIM cards or phone numbers [6][7]. - The user base for the Tian Tong satellite has exceeded 3 million, with significant partnerships established with various smartphone manufacturers and automotive companies to promote satellite connectivity [7][8].