星链手机直连卫星业务商业模式及组网方式

Starlink Business Model and Network Mode Under the Direct-to-Satellite Service of Mobile Phone

首先简要对比星链、AST SpaceMobile和Lynk Global 3家低轨卫星通信公司的手机直连卫星计划,其中星链已成功进行了测试,而ASTSpaceMobile和LynkGlobal尚未取得显著进展。虽均处于较早期阶段,但3家公司的技术路径展示了未来手机直连卫星的技术趋势。针对已经取得初步成功的星链,分析其商业模式,对比探索未来空天地一体化的主要技术路线成为业内的热点课题。以星链的公开信息为基础,采用商业模式画布理论就其手机直连卫星业务进行深入分析,从价值主张、产品服务、关键资源、客户细分、成本构成、客户关系和渠道通路、合作伙伴、收入来源等方面梳理星链手机直连卫星的业务特征和工作方式,进而对星链组网的技术路线进行探讨,对比分析自建核心网和共享核心网两种技术路径,推断出星链合理的组网技术方案。

The paper initially provided a brief comparison of the direct-to-satellite solution of three LEO satellite communication com-panies:Starlink,AST SpaceMobile and Lynk Global.While Starlink has successfully conducted with SMS,Voice and Data service test,AST SpaceMobile and Lynk Global have not made significant progress.Although all are in early stages,their technological paths demonstrate the future trends of direct-to-satellite communication.Focused on Starlink's success,the paper analyzed its business model and explored the primary technological pathways for future integration of space,air and ground telecommunication systems,which was a hot topic in the industry.Based on publicly available information about Starlink,the paper utilized the business model canvas theory to delved into its direct-to-satellite service,detailing aspects like core value,key resources,customer segments,cost structure,customer rela-tions,key partnership,and revenue streams.It then discussed Starlink's network architecture strategies,compared and analyzed the self-built core network and shared core network approaches,ultimately inferring the most viable network technology solution for Starlink.