Core Insights - Starlink, led by Elon Musk, is emerging as a disruptive force in emerging markets due to technological breakthroughs, user growth, and cost advantages [1][2] User Growth and Market Expansion - Starlink's global user base has increased from 5 million in April 2025 to over 6 million, covering 134 countries [1] - The company has acquired 50MHz of wireless and mobile satellite service spectrum to enhance its Direct to Cell (DTC) service, aiming to eliminate global mobile network dead zones [2] - Starlink has deployed approximately 8,400 low Earth orbit satellites and plans to expand its constellation to about 42,000 [2] Technological Advancements and Cost Reduction - The report indicates that Starlink's network capacity is expected to grow by 100 times, with marginal bandwidth costs potentially decreasing by up to 90% due to reusable rocket technology [1][4] - New satellite technologies, such as the Starlink V2 Mini, have quadrupled capacity compared to previous generations [4] - The cost of satellite launches is projected to drop from approximately $62 million to below $10 million with the maturation of fully reusable rockets [4] Challenges for Traditional Telecom Companies - Starlink's rise poses structural challenges to traditional telecom operators in emerging markets, particularly those relying on high-cost services and traditional infrastructure [1][5] - In regions like the Philippines and Indonesia, where fixed broadband penetration is low, Starlink's services fill a significant market gap [6] - Starlink has introduced more affordable "light residential" packages in markets like Malaysia and Indonesia, making its offerings competitive with local fiber broadband services [6] Strategic Partnerships and Service Offerings - Starlink has partnered with various telecom operators globally, including T-Mobile in the U.S. and KDDI in Japan, to promote DTC services [2] - T-Mobile has launched a $10 monthly "T-Satellite" subscription service, while KDDI offers compatible SMS services for free [2]

马斯克最近的槽心事又多了一件。据《环球时报》援引新加坡亚洲新闻台报道，东南亚多个国家指责马斯 克旗下SpaceX公司的"星链"卫星没有做好客户审查机制，导致被电诈园区广泛采用，让执法部门的反诈工 作遇到巨大挑战。马斯克自己在白宫搞降本增效被骂，特斯拉在美国国内被抵制，国际上又被指责"电诈 帮凶"，老马真的是进入了"水逆期"。 "星链"是SpaceX提出的一项低轨道卫星互联网计划，通过发射卫星建立全球互联网系统，取代地面的传统 通信设施。它的用处还挺大的，对于一些过于偏远导致通信不便的山区、海岛、海洋、极地，提供了与世 界联通的机会。 "星链"计划启动于2014年，马斯克宣布将要发射1.2万颗通信卫星到轨道上，后来修改了KPI，变成了3期总 共4.2万颗的规模，于是SpaceX往天上猛刷大火箭。截至2024年11月，星链已经有多达7213颗在轨卫星，占 到全球在轨卫星的60%以上了。 不过，这种"众生平等"的通信方式，被电诈园区看上了。因为年初的非法绑架事件，导致妙瓦底的电诈情 况被舆论端上台面，于是缅甸和泰国通过断网的方式打击园区运营。但报道指出，东南亚多个电诈园区正 在大规模使用星链，因为它地面终端的安装实 ...

此外，话题#比尔盖茨痛批马斯克#也登上热搜，引发网友热议。 星链是马斯克旗下公司SpaceX于2015年提出的低轨道卫星互联网计划，旨在通过向近地轨道发射约4.2万颗卫星，构建全球卫星 互联网。 该技术在给人们带来通信便利之时，也被电诈团伙盯上。据环球网，有业内人士反映，缅甸国内的互联网服务一直不稳定，因 此"星链"设备是一些公司、团体、人道救援组织为数不多的可靠联网方案，过去一年约3000台"星链"设备处于活跃状态。尽 管"星链"服务在缅甸并未获得使用授权，但相关调研发现，妙瓦底一带至少有8个电诈园区部署了"星链"。根据彭博社和《华尔 街日报》等多家媒体的调查，"星链"的互联网服务在非洲、中东和中亚等多地被非法访问。 对执法部门而言，星链的介入增加了反诈工作难度。以往，通过"断网"能有效打击诈骗园区运营，如今星链让这一手段失效， 星链的全球覆盖和匿名性使得监管部门难以追踪和打击这些非法行为。 据分析机构Payload Research预测，2025年星链将有780万全球用户，产生118亿美元的销售额。其中包括75亿美元的消费者服务 收入、13亿美元的硬件销售收入以及30亿美元的美国政府合同收入。 全文共87 ...