Multiple indicators suggest that the satellite communication sector is poised for major upheavals, especially with the potential acquisition of Globalstar—Apple's strategic partner in satellite internet—by SpaceX. According to well - known insider Mark Gurman, Apple has been meticulously planning its satellite internet strategy for nearly a decade. It aims to incorporate 5G NTN (Non - Terrestrial Network) technology into its iPhones set to be released next year.

About a decade ago, Apple embarked on its journey into the satellite business by poaching engineers from Google's parent company. Although the company initially set lofty goals, it has adopted a cautious approach when it comes to rolling out actual features. The first significant step was the introduction of the emergency SOS feature on the iPhone 14.

Beyond 5G NTN, Apple is also in the process of developing a range of satellite - based functions. Future iPhones are expected to support regular use of satellite internet, enabling users to stay connected even in remote areas.

If SpaceX successfully acquires Globalstar, a collaboration between Apple and Elon Musk's company could materialize. SpaceX has the capability to accelerate the deployment of Apple's satellite business. Moreover, its new generation of satellites already supports the wireless spectrum currently utilized by iPhones, which could streamline the integration process.

However, the relationship between the two companies has not always been smooth. In the past, Apple has turned down SpaceX's cooperation proposals. But given the current landscape, it is becoming increasingly challenging for Apple to sidestep SpaceX.

Apple's business strategy revolves around mastering core functionalities and offering them to users free of charge. On the other hand, it requires users to pay operators and other entities for access to advanced features. At present, Apple has no plans to enable satellite - based phone calls. In contrast, SpaceX is actively pushing forward with the development of related functionalities, aiming to provide a more comprehensive satellite communication experience.