Vodafone partners with Amazon Leo to deliver satellite backhaul for remote 4G and 5G base stations across Europe and Africa.
Orange aligns with AST SpaceMobile via Satellite Connect Europe to trial direct-to-device voice, SMS and data services.
Deutsche Telekom collaborates with Starlink to close remaining rural coverage white spots across Europe.
Telefónica supports AST SpaceMobile’s European D2D ambitions via Satellite Connect Europe.
SpaceX advances direct-to-device integration.
Viasat and Cubic³ demonstrate satellite voice capabilities for connected vehicles, expanding NTN into resilient automotive telematics.
Keysight and Samsung demonstrate end-to-end NR NTN LEO mobility testing to validate carrier-grade satellite to mobile performance.
Qualcomm advances satellite readiness with Snapdragon Wear Elite and R19-Ready X105 Modem.
MediaTek showcases emergency satellite messaging integration with Starlink Mobile, strengthening chipset-level D2D readiness.
Bullitt launches SATTAG, a satellite-enabled smart tracker integrating Find My and FindHub ecosystems beyond mobile coverage.

Satellite connectivity and NTN (Non-Terrestrial Networks) emerged as one of the most talked-about themes at MWC 2026, alongside 5G-A, telco evolution and AI. What stood out this year was not just the volume of announcements, but the alignment across testing, operator partnerships, chipset enablement and wholesale models.

The announcements at MWC broadly fell into four areas across the satellite ecosystem – operator partnerships, satellite infrastructure, semiconductor enablement and device applications.

Operator and connectivity announcements

Vodafone partners with Amazon LEO for satellite backhaul

Vodafone signed an agreement with Amazon’s LEO satellite service (Amazon Leo/Project Kuiper) to provide high-capacity satellite backhaul for remote 4G/5G base stations where fiber is unavailable. The initiative began in Germany with plans to expand to other European markets and Africa.

This is a practical, infrastructure-first application of satellite connectivity delivering resilient backhaul for carriers while complementary direct-to-device offerings are still maturing.

Orange aligns with AST SpaceMobile via Satellite Connect Europe

Orange confirmed partnerships with AST SpaceMobile and Satellite Connect Europe (the Vodafone–AST joint venture) to trial and roll out direct-to-device satellite connectivity services, including voice, SMS and data demonstrations planned in Romania. The agreement also extends to Orange subsidiaries outside Europe, particularly in Africa, where coverage gaps remain significant. With satellite collaborations with Skylo, Starlink and Eutelsat already in place, Orange is clearly pursuing a multi-partner satellite strategy to avoid single-vendor dependency while maintaining flexibility across coverage, capability and regulatory considerations.

Telefónica supports AST SpaceMobile’s European D2D ambitions via Satellite Connect Europe

Telefónica announced a collaboration with Satellite Connect Europe to explore direct-to-device satellite connectivity in Spain and Germany. The move strengthens AST SpaceMobile’s positioning in Europe as Satellite Connect Europe continues pushing for priority access to the S-band MSS spectrum currently held by Viasat. With Telefónica joining Orange and Vodafone in supporting the initiative, the effort reinforces the push for a sovereign European satellite connectivity framework while advancing AST SpaceMobile’s D2D opportunity in the region.

Deutsche Telekom partners with Starlink to close coverage gaps

Deutsche Telekom announced a partnership with Starlink to help close remaining coverage white spots across Europe using satellite-to-mobile connectivity. Unlike Orange and Telefónica’s tie-ups with Satellite Connect Europe, Deutsche Telekom is pursuing a direct-to-device approach with Starlink, targeting service launch across its European markets by 2028. The timeline gives Starlink time to expand its next-generation satellite constellation and ensure broader device and chipset compatibility with its MSS spectrum acquired through the EchoStar deal.

Satellite infrastructure and constellation evolution

SpaceX advances direct-to-device integration

SpaceX is evolving Starlink’s fleet with next-generation satellites and capabilities that bring direct-to-device into the 5G era, enabling broader mobile coverage without terrestrial networks.
Major satellite operators are not only launching services but also bringing them closer to cellular standards to compete with traditional operators and wholesale offerings.

Viasat and Cubic³ demonstrate satellite voice for connected vehicles

Viasat and Cubic³ showcased their advanced satellite voice call capabilities for connected vehicles, highlighting the growing role of NTN in automotive telematics and safety architectures. For automakers, satellite voice adds resilience for eCall, remote assistance and cross-border connectivity in areas where terrestrial coverage is inconsistent. This signals that satellite integration is increasingly relevant to next-generation software-defined vehicles and global automotive platforms.

Semiconductor and chipset enablement

Keysight and Samsung demonstrate NR NTN LEO mobility validation

Keysight and Samsung showcased an end-to-end NR NTN testing environment simulating LEO satellite mobility, Doppler and handover conditions. This demonstration moves satellite connectivity into carrier-grade engineering validation under 3GPP frameworks. The significance lies in reducing deployment risk and enabling real network integration rather than isolated lab pilots.

Qualcomm advances satellite readiness with Snapdragon Wear Elite and R19-ready X105 modem

Qualcomm highlighted its expanding role in the satellite connectivity ecosystem through two key announcements. The company has integrated Skylo satellite support into its Snapdragon Wear Elite platform, enabling always-connected capabilities for wearables and edge devices beyond traditional cellular coverage. At the same time, Qualcomm introduced the X105 5G Modem-RF, positioned as the first modem ready for Release 19 of the 3GPP standard. Release 19 is expected to bring further enhancements for non-terrestrial networks within 5G-Advanced frameworks. Together, these developments signal growing silicon-level alignment with satellite connectivity, helping accelerate device readiness and laying the foundation for broader satellite-to-mobile adoption as NTN standards mature later in the decade.

MediaTek demonstrates emergency satellite services with Starlink

MediaTek demonstrated emergency satellite messaging capabilities in collaboration with Starlink Mobile, reinforcing the push toward chipset-level NTN enablement. By embedding satellite communication directly into mobile platforms, MediaTek is positioning satellite as a native extension of smartphone connectivity rather than an external add-on. This reflects a broader industry shift where semiconductor vendors play a critical role in scaling satellite-to-device adoption. As chipset integration expands, the addressable base for satellite services expands structurally, improving the long-term commercial viability of D2D models.

Device and application layer

Bullitt launches SATTAG, satellite-enabled smart tracking

Bullitt introduced SATTAG, the world’s first smart tag integrating Find My or FindHub ecosystems with satellite connectivity for messaging, SOS and asset location beyond mobile coverage. This expands satellite capability into the consumer tracking and asset recovery segment, an area traditionally limited to Bluetooth or terrestrial networks. While near-term volumes may remain niche, such integrations broaden awareness and diversify satellite-enabled device categories.

MWC 2026 shows that satellite connectivity has entered the execution phase. The ecosystem is aligning across operators, chipset vendors, testing platforms and satellite providers. However, after 2027, the competitive landscape will move beyond technical feasibility toward sustainable monetization. Emergency messaging and fallback coverage alone will not materially shift ARPU. Long-term impact will depend on enterprise IoT density, rural broadband substitution economics, aviation and maritime vertical integration and bundled service innovation. Spectrum harmonization, roaming agreements and wholesale pricing discipline will define profitability.

From a consumer perspective, satellite connectivity will initially scale through safety-led features such as emergency messaging and off-grid coverage in smartphones and wearables, with broader adoption expected with improvement in device-level integration. From an IoT standpoint, early growth is driven by low-data applications such as asset tracking and remote monitoring, with connections projected to reach around 11 million by 2026, according to Counterpoint’s Satellite IoT Connectivity Tracker and Forecast. Wider acceleration across both segments is likely after 2028 as NR-NTN standards mature and ecosystem integration strengthens.

MWC 2026: Key Satellite Connectivity Announcements

著者

著者