字号·· | 护眼
商业内幕

德国电信CEO称SpaceX若要在移动领域竞争面临巨大挑战:“欢迎来参加派对!”Deutsche Telekom CEO says SpaceX has a massive mountain to climb to compete in mobile: 'Welcome to the party!'

点「原文对照」整页切到原文,或双击某段只看那段的原文。

蒂姆·赫特格斯(Tim Hoettges),德国电信股份公司(Deutsche Telekom AG)首席执行官,2026年10月21日星期三摄于德国柏林举行的柏林全球对话(Berlin Global Dialogue)现场。在经历多年停滞后,德国已显现出经济复苏的初步迹象,其动力来自基础设施和国防领域的公共支出。摄影:Tim Hoettges, chief executive officer of Deutsche Telekom AG, at the Berlin Global Dialogue in Berlin, Germany, on Wednesday, Oct. 21, 2026. After years of stagnation, Germany has been showing early signs of an economic recovery, driven by public spending on infrastructure and defense. Photographer:

欧洲最大电信网络之一的CEO目前对埃隆·马斯克的星链移动野心并不感到压力。“如果他有钱,尽管去搞吧,”德国电信CEO蒂姆·赫特格斯周四在公司第三季度财报电话会上表示。“我的评估是,SpaceX至少如果想进入该行业,至少需要2000亿欧元。”德国电信拥有T-Mobile US 55%的控股股份。与他在AT&T和Verizon的美国同行一样,赫特格斯表示,卫星网络不足以应对消费者在发达地区习惯的那种移动覆盖。“如果你离天线只有10米或100米,为什么要上下往返400公里?”他问道。

The CEO of one of Europe's largest telecom networks is not stressed about Elon Musk's Starlink mobile ambitions — yet. "If he has the money, go for it," Deutsche Telekom CEO Tim Höttges said during the company's third-quarter earnings call Thursday. "My assessment is that SpaceX, at least, if they want to play in that industry, needs at least minimum €200 billion." Deutsche Telekom owns a 55% controlling share of T-Mobile US. Like his US counterparts at AT&T and Verizon, Höttges said that satellite-based networks aren't sufficient for handling the kind of mobile coverage that consumers have grown accustomed to in well-developed areas. "If you have an antenna 10 meters or 100 meters away from you, why should you go 400 kilometers up and down?" he asked.

老牌运营商的共识是,由数万座基站和数百兆赫频谱组成、历经多年建设的地面网络,是其服务唯一可行的竞争对手。“欢迎来参加派对,”赫特格斯说。

The consensus among established carriers is that terrestrial networks — made up of tens of thousands of towers and hundreds of megahertz of spectrum, developed over many years — are the only viable competition to their services. "Welcome to the party," Höttges said.

尽管如此,尽管他认为星链面临如此巨大的财务和基础设施障碍,赫特格斯并未放松对马斯克的关注。“SpaceX正在创造一个新品类,”他说。在马斯克拥有的芯片、数据中心、AI平台和卫星之间,未来五到十年内有机会创建一种新型的垂直整合通信公司。毕竟,这是特斯拉故事的一个教训。”这就是为什么我说我非常重视此事,因为我亲眼目睹了汽车行业发生的事情,”赫特格斯说。“他们忽视得太久了,我们必须面对现实。”

Still, even though he believes Starlink faces such massive financial and infrastructural hurdles, Höttges is not taking his eye off Musk. "SpaceX is creating a new category," he said. Between the chipsets, data centers, AI platforms, and satellites Musk owns, there's an opportunity to create a new kind of vertically integrated communications company in the next five to ten years, he said. After all, that's one lesson of the Tesla story. "That is why I'm saying I take that super serious, because I was witnessing what happened to the car industry," Höttges said. "They were ignoring it for too long, and we have to face the situation."

阅读媒体原文 ↗