Analysis: Starlink eyes more capable D2C satellite connectivity with new licensed spectrum [and possibly NR-NTN on the horizon]

Starlink’s strategic acquisition of licensed spectrum from Echostar (pending FCC approval) aims to expand existing capacity for its direct-to-cell (D2C).

This analysis takes a deeper dive into Starlink’s strategic acquisition of licensed spectrum from Echostar (pending FCC approval), which is expected to expand its existing capacity for its direct-to-cell (D2C) service currently being offered with MNO partner T-Mobile in the US. D2C has emerged as the most accessible version of direct-to-device (D2D) connectivity due to it not requiring additional RF components. While early D2D developments such as Apple and standards-based solutions (NB-NTN) have opened the mass market for satellite NTN, D2C is gaining market momentum with the full backing of MNOs. When the license spectrum acquisition is closed, Starlink will effectively double the available spectrum for its D2C service with partner T-Mobile and be poised to significantly improve overall satellite connectivity for future services such as true 5G NR-NTN.