Core Viewpoint - The low Earth orbit (LEO) satellite communication is gaining traction across various sectors such as aviation, shipping, oil fields, and remote areas, with optimism surrounding Apple's expansion of direct satellite connectivity for iPhones, signaling the imminent realization of the Direct To Cell era [1] Industry Developments - Currently, the iPhone's direct satellite feature is limited to "Satellite SOS Emergency Services," but there is a growing public demand for voice, video, and internet functionalities [1] - Achieving these functionalities requires addressing international standards, national spectrum allocations, and the mobile technology ecosystem [1] Technical Standards and Ecosystem - Non-Terrestrial Network (NTN) technology, primarily focused on satellite communication, has been incorporated into the 3GPP standards, while the mobile direct satellite standard (NTN For NR) is still under development [1] - Countries are actively assessing spectrum planning suitable for satellite use, and mobile direct satellite technology necessitates support from the entire smartphone ecosystem, including chips, antennas, and thermal management [1] Market Positioning - The rapid development of "standards, spectrum, and terminal technology" for mobile direct satellite communication is expected to disrupt the traditional telecommunications industry ecosystem [1] - Major international satellite operators like SpaceX are actively positioning themselves in this space, alongside various national telecom operators conducting tests to secure early advantages [1]