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iPhone Reality Doesn't Fully Ground Satellite Dreams -- Heard on the Street
iPhone Reality Doesn't Fully Ground Satellite Dreams -- Heard on the Street
DJ iPhone Reality Doesn't Fully Ground Satellite Dreams -- Heard on the Street
By Dan Gallagher
In the satellite world, what goes up doesn't usually come back down. The same can't be said for satellite stocks.
Apple Inc.'s introduction of the iPhone 13 family earlier this week is a case in point. Late last month, influential analyst Ming-Chi Kuo from TFI International Securities predicted the next iPhone would include the ability to link directly to satellite networks.
Mr. Kuo cited Globalstar, which operates a low-earth-orbit satellite network, as a likely partner, sending that company's shares rocketing upward by 64% on a single day -- at more than 24 times their average daily volume over the previous three months. Rival satellite network operator Iridium saw its shares jump 15%, while AST SpaceMobile's stock rose nearly 13%.
But Apple made no mention of such an ability during its launch event on Tuesday, sending all three stocks back down. But they all remain elevated from their pre-rumor levels, especially Globalstar -- which was up 24% as of Thursday's close. Mike Crawford of B. Riley Securities notes that Globalstar has a "mystery project" in the works that has so far yielded about $90 million in payments from an unnamed customer.
That project, begun in early 2020, involves "the assessment of a potential service utilizing certain of our assets and capacity," Globalstar said in its last 10-K filing in March. Mr. Crawford doesn't speculate that Apple is the customer, but he points out that both Apple and Google have intellectual property related to "dual-mode satellite cellular telephone systems."
Still, making an iPhone that can connect to satellites is no slam dunk. Satellite phones typically require large antennas -- presenting major technical and aesthetic challenges for a company like Apple that places a premium on svelte designs.
And even coming up with a powerful-enough internal antenna poses real-estate problems within the device itself. Ed Snyder, an analyst with Charter Equity who specializes in radio-frequency chip technologies, said in an Aug. 30 report that putting such a large transmit signal in close proximity to the receive signal powering the phone's GPS capabilities "is a recipe for problems."
It is unclear if the Globalstar project even involves a phone-based service. And if it does, there is also the question of whether such a move would be worth the extra cost and technical trade-offs.
Satellite services are generally used for voice calls in areas without traditional cell coverage. Smartphones, by contrast, are mostly used as hand-held internet terminals, for which they depend on superfast data networks.
Also note that Apple hasn't historically blazed trails in terms of the network ability of its devices. Its first iPhone in 2007 was a 2G device when 3G services were already widely available, and several handset makers launched devices for the newest 5G networks before Apple's first late last year.
Apple could always break from that tradition. And its sharply elevated R&D spending -- up an average of 18% annually over the past five years to its current level of just over $21 billion -- suggests the company has plenty of ideas cooking. But satellite investors will have to wait at least another year to see if the iPhone will hook them up. That may prove to be a long time to keep some of these stocks in orbit.
Write to Dan Gallagher at dan.gallagher@wsj.com
(END) Dow Jones Newswires
September 17, 2021 07:00 ET (11:00 GMT)
Copyright (c) 2021 Dow Jones & Company, Inc.
DJ iPhone Reality Doesn't Fully Ground Satellite Dreams -- Heard on the Street
DJ iPhone的现实并没有完全粉碎卫星梦--从街上听到的
By Dan Gallagher
丹·加拉格尔(Dan Gallagher)著
In the satellite world, what goes up doesn't usually come back down. The same can't be said for satellite stocks.
在卫星世界里,往上走的东西通常不会再往下走。卫星股就不能这么说了。
Apple Inc.'s introduction of the iPhone 13 family earlier this week is a case in point. Late last month, influential analyst Ming-Chi Kuo from TFI International Securities predicted the next iPhone would include the ability to link directly to satellite networks.
苹果本周早些时候推出的iPhone13系列就是一个很好的例子。上月底,TFI国际证券(TFI International Securities)有影响力的分析师郭明志(音译)预测,下一代iPhone将包括直接连接卫星网络的功能。
Mr. Kuo cited Globalstar, which operates a low-earth-orbit satellite network, as a likely partner, sending that company's shares rocketing upward by 64% on a single day -- at more than 24 times their average daily volume over the previous three months. Rival satellite network operator Iridium saw its shares jump 15%, while AST SpaceMobile's stock rose nearly 13%.
郭炳江以运营低地球轨道卫星网络的Globalstar为可能的合作伙伴,这使得该公司的股价在一天内飙升了64%,是过去三个月日均交易量的24倍以上。竞争对手卫星网络运营商Iridium的股价上涨了15%,而AST SpaceMobile的股价上涨了近13%。
But Apple made no mention of such an ability during its launch event on Tuesday, sending all three stocks back down. But they all remain elevated from their pre-rumor levels, especially Globalstar -- which was up 24% as of Thursday's close. Mike Crawford of B. Riley Securities notes that Globalstar has a "mystery project" in the works that has so far yielded about $90 million in payments from an unnamed customer.
但苹果周二在发布会发布时并未提及这种能力,导致三只股票均回落。但它们仍高于传言前的水平,尤其是Globalstar,截至周四收盘,该股上涨了24%。B.Riley Securities的迈克·克劳福德(Mike Crawford)指出,Globalstar有一个“神秘项目”正在进行中,到目前为止,该项目已经从一位未透露姓名的客户那里获得了约9000万美元的付款。
That project, begun in early 2020, involves "the assessment of a potential service utilizing certain of our assets and capacity," Globalstar said in its last 10-K filing in March. Mr. Crawford doesn't speculate that Apple is the customer, but he points out that both Apple and Google have intellectual property related to "dual-mode satellite cellular telephone systems."
Globalstar在3月份提交的上一份10-K文件中表示,该项目于2020年初开始,涉及“对利用我们某些资产和能力的潜在服务进行评估”。克劳福德没有猜测苹果是客户,但他指出,苹果和谷歌都拥有与“双模卫星蜂窝电话系统”相关的知识产权。
Still, making an iPhone that can connect to satellites is no slam dunk. Satellite phones typically require large antennas -- presenting major technical and aesthetic challenges for a company like Apple that places a premium on svelte designs.
尽管如此,制造一款可以连接卫星的iPhone并不是一帆风顺的。卫星电话通常需要大天线,这给苹果这样注重纤细设计的公司带来了重大的技术和美学挑战。
And even coming up with a powerful-enough internal antenna poses real-estate problems within the device itself. Ed Snyder, an analyst with Charter Equity who specializes in radio-frequency chip technologies, said in an Aug. 30 report that putting such a large transmit signal in close proximity to the receive signal powering the phone's GPS capabilities "is a recipe for problems."
而且,即使是设计出足够强大的内部天线,也会在设备本身引发房地产问题。Charge Equity公司专门研究射频芯片技术的分析师埃德·斯奈德(Ed Snyder)在8月30日的一份报告中说,将如此大的发射信号放在为手机GPS功能提供动力的接收信号附近,“是导致问题的原因”。
It is unclear if the Globalstar project even involves a phone-based service. And if it does, there is also the question of whether such a move would be worth the extra cost and technical trade-offs.
目前还不清楚Globalstar项目是否涉及基于电话的服务。如果是这样的话,还有一个问题是,这样的举动是否值得付出额外的成本和技术上的权衡。
Satellite services are generally used for voice calls in areas without traditional cell coverage. Smartphones, by contrast, are mostly used as hand-held internet terminals, for which they depend on superfast data networks.
卫星服务通常用于没有传统小区覆盖的地区的语音呼叫。相比之下,智能手机大多被用作手持互联网终端,它们依赖于超高速的数据网络。
Also note that Apple hasn't historically blazed trails in terms of the network ability of its devices. Its first iPhone in 2007 was a 2G device when 3G services were already widely available, and several handset makers launched devices for the newest 5G networks before Apple's first late last year.
还要注意的是,从历史上看,苹果并没有在其设备的网络能力方面有所创新。苹果在2007年推出的第一款iPhone是2G设备,当时3G服务已经广泛使用,几家手机制造商在苹果去年年底推出第一款5G网络设备之前,就推出了适用于最新5G网络的设备。
Apple could always break from that tradition. And its sharply elevated R&D spending -- up an average of 18% annually over the past five years to its current level of just over $21 billion -- suggests the company has plenty of ideas cooking. But satellite investors will have to wait at least another year to see if the iPhone will hook them up. That may prove to be a long time to keep some of these stocks in orbit.
苹果总是可以打破这一传统。而且,该公司大幅增加的研发支出--过去五年平均每年增长18%,达到目前略高于210亿美元的水平--表明该公司有很多想法在酝酿之中。但卫星投资者至少还得再等一年,看看iPhone是否能把他们套牢。事实可能证明,要让其中一些股票保持在轨道上,可能需要很长时间。
Write to Dan Gallagher at dan.gallagher@wsj.com
写信给丹·加拉格尔(Dan Gallagher),电子邮件:dan.Gallagher@wsj.com
(END) Dow Jones Newswires
(完)道琼通讯社
September 17, 2021 07:00 ET (11:00 GMT)
2021年9月17日东部时间07:00(格林尼治标准时间11:00)
Copyright (c) 2021 Dow Jones & Company, Inc.
版权所有(C)2021年道琼斯公司
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在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
风险及免责提示
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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