Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?
The company is furthering its expansion outside of the handset market — by powering Starlink Mobile.
Qualcomm and SpaceX have teamed up to build a nationwide 5G mobile network. Under the multi-year agreement, SpaceX will deploy Qualcomm's Dragonwing technology in "tens of thousands" of 5G cell sites across the US, with deployments starting in 2027. This partnership is part of SpaceX's strategy to make Starlink Mobile a major carrier, competing with T-Mobile, AT&T, and Verizon.
SpaceX has already secured a significant portion of spectrum, and recent reports suggest it may acquire Boost Mobile. To enhance network coverage, capacity, and efficiency, SpaceX will integrate Dragonwing Cellular Infrastructure, a platform comprising hardware and software, with its constellation of direct-to-cell satellites. Qualcomm's executive vice president and general manager, Durga Malladi, stated that this collaboration aims to establish "world-leading cellular infrastructure" in the US, paving the way for future 6G advancements.
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- SpaceX is working with Qualcomm to build its Starlink Mobile 5G network theverge.com
- Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for "tens of thousands of cell sites" for a US-wide network in 2027 (Bloomberg) bloomberg.com
- SpaceX signs deal with Qualcomm to provide network technology for U.S. mobile service cnbc.com
- Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that? marketwatch.com
