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Developing Telecoms · 卫星 国际卫星互联网 精选 2026-07-21 02:53 78/100

AST SpaceMobile商用服务推迟至2027年初

原标题:AST SpaceMobile service launch delayed

AST SpaceMobile将直连手机商用服务上线时间从2026年底推迟至2027年初,原因是蓝色起源新格伦火箭6月底地面测试异常致上面级爆炸、发射能力受限,加之今年损失一颗BlueBird卫星。公司拟发行最多10亿美元可转债,用于运营、锁定发射资源及潜在战略收购。BlueBirds 11至13已完工,将于2026年8月上半月由猎鹰9号发射,在轨卫星将达13颗。

推荐理由直连手机头部玩家因火箭事故推迟商用并融资10亿美元,星座进度与竞争格局生变。

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相关度9.0
重要性7.5
一手性5.0
新鲜度8.0
信息量8.0
综合评分 78 · 来源类型:一般媒体
原文节选(供快速查阅,引用请以原文为准)
AST SpaceMobile service launch delayed - Details - Category: Satellite Networks - 7548 views Satellite-to-phone specialist AST SpaceMobile, whose planned or existing trials include a number of developing markets, has rescheduled its commercial direct-to-device (D2D) service launch to early 2027 from late 2026. The company has also announced plans to raise up to US$1 billion through a convertible senior notes offering to fund ongoing operations, secure launch capacity, and evaluate potential strategic acquisitions. The operational schedule adjustment, announced last week, apparently follows significant launch vehicle disruptions encountered by AST SpaceMobile’s commercial providers. The company originally partnered with Blue Origin, a private American space technology company, to launch 45 BlueBird satellites aboard the heavy-lift New Glenn rocket to establish initial continuous commercial coverage. However, as Satnews, a provider of satellite industry information, reports, a late-June 2026 ground test anomaly resulting in an upper-stage explosion sidelined the New Glenn vehicle, limiting near-term launch availability. Plans were also hit by the loss of a BlueBird satellite earlier this year. To rebuild its active constellation footprint, the company’s next three satellites (BlueBirds 11, 12, and 13) have completed fabrication and are scheduled to launch aboard a SpaceX Falcon 9 rocket during the first half of August 2026, bringing AST SpaceMobile’s total in-orbit fleet to 13 space vehicles. Despite its setbacks, this has been a busy year for the company. We reported recently that Axian Telecom, the parent company of pan-African telecom group Yas, is partnering with AST SpaceMobile to deliver direct-to-device (D2D) satellite services across Yas’ markets in sub-Saharan Africa. In March operator Orange announced the signing of a memorandum of understanding (MoU) with AST SpaceMobile and Satellite Connect Europe, related to collaboration on direct-to-device (D2D) technology in relevant Orange markets. But there has been activity planned for some while before these deals. Back in 2022, for example, Globe Telecom in the Philippines penned a memorandum of understanding (MoU) with AST SpaceMobile to boost its coverage and connect underserved areas in the Philippines, as did Smart in 2021.
来源:Developing Telecoms · 卫星 · 原文发布 2026-07-21 02:53 · 本站收录 2026-09-19 11:10 · 摘要由 AI 生成,请以原文为准

相关动态过去 30 天里提到同一批机构的其它资讯

00:38
foreignpolicyjournal.com 国际卫星互联网 44/100

ASTS高管拟减持300万美元,BlueBird卫星延期

报道称AST SpaceMobile(NASDAQ: ASTS)高管提交文件,拟出售约300万美元公司股票;同期其BlueBird卫星的测试与部署进度出现延期,散户投资者对星座推进节奏的耐心受到考验。

推荐理由AST的D2D星座卫星延期叠加高管减持,牵动国际卫星互联网竞争节奏。
英文原文 原文 ↗
22:33
Pluang 国际卫星互联网 37/100

AST SpaceMobile遭集体诉讼 被指用户增长与竞争优势陈述误导

据Pluang报道,卫星直连手机运营商AST SpaceMobile因涉嫌就用户采用情况及自身竞争优势作出误导性陈述,面临证券集体诉讼。该诉讼指向公司相关公开表述的真实性,属此前投资者集体诉讼的后续进展。

推荐理由AST手机直连星座运营商再度遭遇证券集体诉讼,其商业化叙事与信息披露受质疑。
英文原文 原文 ↗
22:04
TradingKey 产业链 35/100

AST SpaceMobile股价9月17日上涨7.27%

AST SpaceMobile(ASTS)股价于9月17日上涨7.27%,报道围绕这一涨幅释放何种信号展开讨论,关注点落在该公司手机直连卫星业务的资本市场表现及后续走势判断上。

推荐理由反映手机直连卫星概念股的短期市场波动
英文原文 原文 ↗
22:04
Advanced Television 国际卫星互联网 38/100

贝伦贝格看好AST SpaceMobile

Advanced Television 报道,投行贝伦贝格(Berenberg)对卫星直连手机运营商 AST SpaceMobile 表示看好。报道未给出评级、目标价等具体细节。

推荐理由反映机构对手机直连卫星赛道前景的最新态度
英文原文 原文 ↗