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美国消费者新闻与商业频道

SpaceX与高通签署协议,为美国移动服务提供网络技术SpaceX signs deal with Qualcomm to provide network technology for U.S. mobile service

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SpaceX 与高通达成多年协议,为其美国移动运营商 Starlink Mobile 建设基站,后者正试图向 Verizon、AT&T 和 T-Mobile 发起挑战。高通表示,这项协议代表了其迄今为止最大的 5G 计划。

SpaceX struck a multiyear deal with Qualcomm to build out base stations for its U.S. mobile carrier, Starlink Mobile, which is trying to take on Verizon, AT&T and T-Mobile. Qualcomm said the deal represents its largest 5G initiative to date.

SpaceX 目前通过低地球轨道卫星向美国数百万用户提供 Starlink 宽带互联网服务,如今正转向高通寻求地面网络扩张。

SpaceX, which currently beams Starlink broadband internet to millions of subscribers in the U.S. via satellites in low-earth orbit, is turning to Qualcomm for terrestrial expansion.

SpaceX 宣布与芯片制造商高通达成协议,为埃隆·马斯克的 Starlink Mobile 服务提供关键网络技术,该服务将向 Verizon、T-Mobile 发起挑战。高通周三表示,其将协助 SpaceX 建设的地面网络将“补充 Starlink 的卫星能力”,计划于明年开始推出。这项多年协议的财务条款未予披露。

SpaceX announced a deal with chipmaker Qualcomm to provide key network technology for Elon Musk's Starlink Mobile service, a challenger to Verizon T-Mobile Qualcomm said on Wednesday that the terrestrial network it will help SpaceX build will "complement Starlink's satellite capabilities," with a planned rollout to begin next year. Financial terms of the multiyear deal weren't disclosed.

高通执行副总裁 Durga Malladi 在声明中表示:“我们与 SpaceX 共同在美国建设世界领先的蜂窝基础设施,推动当下的 5G 发展,并有机会为未来几年的 AI 原生 6G 奠定基础。”

"Together with SpaceX, we are building world-leading cellular infrastructure in the United States, advancing 5G today, with an opportunity to lay the foundation for AI-native 6G in the years ahead," Durga Malladi, an executive vice president at Qualcomm, said in the statement.

Starlink 是 SpaceX 业务的关键组成部分,在第三季度占公司营收的 36% 和经营利润的 85%。但迄今为止,该公司的消费者业务在移动直连设备服务方面受到限制,因为其卫星网络无法提供竞争对手在热门智能手机上所提供的所有语音、视频和数据覆盖。

Starlink is a critical piece of SpaceX's business, accounting for 36% of the company's revenue in the third quarter and 85% of its operating profit. But to date, the company's consumer business has been limited when it comes to mobile direct-to-device services as its satellite network can't provide all the voice, video and data coverage that competitors offer on popular smartphones.

现在 SpaceX 正在抢购频谱并建立合作伙伴关系,以向主要移动运营商发起挑战。上个月,该公司宣布达成协议,收购一项覆盖全国的 800 MHz 频段频谱组合。该消息导致美国运营商股价大跌。本周早些时候,《华盛顿邮报》报道称,SpaceX 正在洽谈收购 EchoStar 旗下的 Boost Mobile。

Now SpaceX is snapping up spectrum and forging partnerships to take on the major mobile carriers. Last month, the company announced an agreement to purchase a nationwide spectrum portfolio in the 800 MHz band. The news sent shares of U.S. carriers reeling. Earlier this week, the Washington Post reported that SpaceX is in talks to acquire EchoStar's Boost Mobile.

(注:原文最后一句“went public in June in the largest IPO on record and is now valued at close to $2 trillion.”与前文主体 SpaceX/Starlink 无关,疑为误植或残留片段,译文中未单独成段,如需保留请补充上下文。)高通公司与SpaceX合作,后者将在基站中使用这家芯片制造商的Dragonwing蜂窝基础设施硬件和软件,为Starlink Mobile(星链移动服务)提供大容量覆盖。

went public in June in the largest IPO on record and is now valued at close to $2 trillion. With Qualcomm, SpaceX will be using the chipmaker's Dragonwing cellular infrastructure hardware and software in base stations to enable high-capacity coverage for Starlink Mobile. Qualcomm has a long history of making chips for cellular networks, but is best known for making the modems and radios that go inside devices, not base stations for running a wireless network.

高通在制造蜂窝网络芯片方面拥有悠久历史,但最为人熟知的是生产用于终端设备的调制解调器和射频芯片,而非用于运行无线网络的基站设备。自2020年大力进军5G基础设施市场以来,该公司将运营商和其他基础设施公司作为目标客户。继早前与Verizon(威瑞森)、Dish(迪什网络)及欧洲Vodafone(沃达丰)达成协议后,SpaceX代表了高通在5G基础设施领域最高知名度的客户或合作伙伴之一。

尽管SpaceX计划利用高通技术建立数万个新的小区站点,但尚未宣布铁塔公司合作伙伴,也未透露可能需要多少新铁塔。

The company has targeted carriers and other infrastructure companies since it made a bigger push into the 5G infrastructure market in 2020 SpaceX represents one of Qualcomm's highest-profile customers or partners in 5G infrastructure, following earlier deals with Verizon, Dish, and Europe's Vodafone. While SpaceX plans to use Qualcomm's technology to establish tens of thousands of new cell sites, it hasn't announced partners among cell tower companies or said how many new towers may be required.

移动运营商通常从American Tower(美国铁塔)和Crown Castle(皇冠城堡)等公司租赁空间,这些公司通常在一个站点容纳多家运营商的设备。SpaceX未回应CNBC的进一步置评请求。SpaceX最被低估的机遇

Mobile carriers generally lease space from companies such as American Tower Crown Castle which commonly host multiple carriers from one site. SpaceX did not respond to CNBC's request for additional information. SpaceX most undervalued opportunity

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