Elon Musk's SpaceX may start providing satellite communications services for Apple

Unusual Whales

27 Oct 2025 • 1 min read

According to reports, Elon Musk’s SpaceX may soon provide satellite communication services for Apple’s (AAPL.US) iPhone.

The report noted that to compete for potential future collaboration with Apple, SpaceX’s next-generation satellites are designed to be compatible with the radio frequency spectrum currently used by Apple’s existing satellite features — a spectrum presently operated by Globalstar (GSAT.US). SpaceX’s Starlink network is expected to complete the deployment of its new-generation satellite constellation over the next several years.

At the same time, sources cited in the report said Globalstar chairman James Monroe has explored the possibility of selling the company, with discussions reportedly valuing it at over $10 billion. Following the news, Globalstar shares climbed nearly 5% on Thursday.

Although Apple’s relationship with Musk’s companies has at times been strained, the report added that Apple is highly motivated to improve ties with Musk. The reason is that Globalstar’s satellite network — which currently supports the iPhone’s emergency satellite services — is slow and technologically outdated. Globalstar recently warned that losing Apple as a customer would have a major financial impact.

Sources also said that while Apple holds a right of first refusal should Globalstar seek a buyer, the likelihood of an acquisition remains extremely low. The main reason is that Apple does not want to become a telecommunications operator or be subject to carrier-related regulatory oversight.

Analysts pointed out that Musk’s control of spectrum resources through EchoStar (SATS.US) is making it increasingly difficult for companies like Apple to operate in the satellite communications market without involving SpaceX.

Tim Farrar, president of satellite consultancy TMF Associates, commented: “If Apple withdraws from competing with SpaceX, Starlink will face virtually no rivals in this segment, further cementing its dominance in the market.”

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