Apple Partnership with Globalstar Faces New Competition from Starlink Integration

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The feature includes a new toggle switch in the iPhone’s cellular data settings, enabling users to manage satellite connectivity. T-Mobile also extended the beta to Android 15 users, though full deployment for modern smartphones is expected later.

A Shift from the Globalstar Existing Service

Apple’s partnership with Globalstar in 2022 introduced satellite features for texting and emergency services. However, Starlink’s integration offers enhanced capabilities, including automatic satellite connection without the need to point the device at the sky. Currently, Apple’s Globalstar-powered service functions in multiple countries, whereas the Starlink feature is limited to the U.S.

The potential competition between Globalstar and Starlink has already impacted market dynamics. Globalstar shares dropped by 11% in premarket trading on Wednesday, signaling investor concerns over Apple’s diversification in satellite services.

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While Starlink’s initial offering is limited to texting, SpaceX and T-Mobile plan to expand into data and voice services.