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死亡地带已成为过去:2026年直接到设备革命

到2026年末,“无服务”的概念将消失。这份详细的报告分析了直接到蜂窝技术的物理原理以及SpaceX和AST SpaceMobile之间激烈的频谱战。

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本文以英文撰写。标题和描述已自动翻译以方便您阅读。

徒步旅行者使用标准智能手机连接到卫星

You are standing on a remote ridge in the Rockies. There is no cell tower for fifty miles. The battery in your iPhone 17 is holding steady, but traditionally, this phone would be a useless brick of glass and silicon. Not anymore. You glance at the status bar. It doesn’t say “SOS.” It says “Connected: Satellite.” You open FaceTime and call home.

This isn’t a specialized $500 Garmin inReach or a heavy Thuraya satellite phone with a massive antenna. This is your standard, everyday smartphone connecting directly to a cell site orbiting 340 miles (550 km) above your head.

By late 2026, the era of the “Dead Zone” will be effectively over. But making this possible required overcoming physics that said it shouldn’t work, and now, it has ignited a fierce “Spectrum War” between billionaires and telecom giants that will determine who controls the sky for the next decade.

The Engineering Impossible: Hearing a Whisper from Space

To understand why Direct-to-Cell (D2D) connectivity is such a monumental engineering achievement, you have to look at the Link Budget.

In telecommunications, a link budget is the accounting of all the gains and losses from the transmitter to the receiver. The signal from a standard smartphone is incredibly weak—typically transmitting at around 200 milliwatts (23 dBm). When that phone talks to a cell tower 3 miles away, the signal degradation (path loss) is manageable.

When that same phone tries to talk to a satellite moving at 17,000 mph, 340 miles away, the physics gets brutal.

The Inverse Square Law

The primary enemy is Free Space Path Loss (FSPL). The intensity of a radio wave drops off inversely proportional to the square of the distance. The formula for FSPL is:

FSPL=20log10(d)+20log10(f)+20log10(4πc)FSPL = 20 \log_{10}(d) + 20 \log_{10}(f) + 20 \log_{10} \left( \frac{4\pi}{c} \right)

Where dd is distance and ff is frequency. Even at the relatively favorable 800 MHz frequency range, the path loss over 500 km is approximately 145 dB. That is a massive amount of signal to lose. For the satellite to “hear” the whisper of your smartphone against the background noise of thermal radiation and terrestrial interference, it needs receiver sensitivity that borders on the magical.

The Solution: Massive Phased Arrays

You cannot upgrade the phone (the goal is to work with existing devices), so you must upgrade the tower. The solution adopted by both SpaceX (Starlink) and AST SpaceMobile is the deployment of massive Phased Array Antennas.

AST SpaceMobile’s BlueWalker 3 and its subsequent BlueBird commercial satellites are essentially flying football fields. By unfolding an antenna array of nearly 700 square feet (64 square meters), they create a massive “aperture” to capture that faint signal.

SpaceX’s approach with its V2 Mini and future V3 satellites is similar, though their individual satellites are smaller. They rely on advanced beamforming—using constructive interference between thousands of tiny antenna elements to shape a beam (a “cell”) that focuses intensely on a specific spot on Earth. This acts like a giant auditory magnifying glass, boosting the gain (GRXG_{RX}) enough to close the link budget.

The Dopppler & Timing Nightmare

Distance is only half the battle. The other half is speed.

LEO satellites orbit at roughly 7.5 km/s. This creates two distinct problems for standard LTE/5G protocols, which were designed for stationary towers:

  1. Doppler Shift: As the satellite screams towards you at 17,000 mph, the frequency of the radio waves shifts higher; as it moves away, it shifts lower. Your phone’s modem is built to expect a highly stable frequency from a stationary tower. If the shift is too drastic, the connection simply drops. To solve this, the satellite must essentially pre-correct the frequency it transmits (artificially lowering it as it approaches) and post-correct the frequency it receives. It has to perform this dynamic adjustment for every single user simultaneously based on their precise position relative to the satellite’s velocity vector, requiring massive onboard processing power.
  2. Timing Advance: In LTE protocols, the network tells the phone “start transmitting now so your packet arrives exactly in your specific timeslot.” This is called Timing Advance. The maximum standard Timing Advance allows for a round-trip delay corresponding to a distance of about 100 km. LEO satellites are 300-500 km away, meaning the physics of the speed of light makes the signal “late” by standard cellular definitions. The protocols had to be ingeniously modified to accept “super-extended” timing advances without discarding the packets as errors, effectively tricking the phone’s firmware into believing the tower is much closer.

The Spectrum Wars: SpaceX vs. The Incumbents

While the engineers were fighting physics, the lawyers started fighting each other. The battleground is interference.

Cellular spectrum is a finite resource. T-Mobile, AT&T, and Verizon paid billions for exclusive rights to their frequencies.

  • SpaceX has partnered with T-Mobile to use the PCS G Block (1910–1915 MHz).
  • AST SpaceMobile has partnered with AT&T and Verizon to use their lower-band 850 MHz spectrum.

The “SCS” Framework

The FCC created a new regulatory framework called Supplemental Coverage from Space (SCS). The rule is simple: You can beam cell signals from space, but you must not interfere with terrestrial networks in adjacent bands.

Here lies theconflict.

SpaceX’s Waiver Request: SpaceX claims that to provide a usable service, they need to transmit at a power flux density (PFD) that exceeds the strict “aggregate out-of-band emission” limits set by the FCC. They argue that their beamforming is precise enough that they won’t cause harmful interference to other carriers, even if they technically break the rules. They have requested a waiver.

The AST / AT&T / Verizon Alliance: This group fiercely opposes the waiver. Their argument is two-fold:

  1. Technical: They argue that SpaceX’s “loud” signal will bleed into adjacent spectrum bands, raising the noise floor and degrading service for AT&T and Verizon customers on the ground.
  2. Competitive: AST SpaceMobile claims their technology was designed from day one to comply with the stricter limits. They view SpaceX’s request as an attempt to change the rules of the game because their tech (with smaller satellites than AST’s massive birds) might struggle to close the link budget without “shouting” louder.

This “Spectrum War” is currently playing out in FCC filings, with accusations of anti-competitive behavior flying in both directions.

What to Expect in 2026

Despite the legal wrangling, the technology is deploying rapidly.

SpaceX & T-Mobile:

  • Service: Beta text messaging is already live in parts of the United States. Voice and Data are expected to roll out widely in 2026.
  • Advantage: Launch cadence. SpaceX can put dozens of Starlink Direct-to-Cell satellites up every week. They will win the quantity game.

AST SpaceMobile & Partners:

  • Service: Continuous broadband (true 5G speeds) planned for late 2026.
  • Advantage: Bandwidth. Because of their massive antenna size, AST claims effectively higher throughput per cell, enabling video calls and streaming where Starlink might currently be limited to text and voice.

The End of “No Service”

The implications go far beyond convenience.

  • Safety: Hikers, sailors, and rural residents will have permanent 911 access.
  • IoT: Agricultural sensors in remote fields, pipeline monitors, and shipping containers will connect without expensive satellite modems.
  • Economic: For the carriers, this is the ultimate upsell. “Universal Coverage” will likely become a premium add-on tier, generating billions in new revenue.

By the end of 2026, looking at your phone and seeing “No Service” will feel as antiquated as hearing a dial-up modem tone. The sky is turning into a cell tower, and for the first time in history, global connectivity will be a reality for everyone, everywhere.

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