--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40703754.md" description: "$AST SpaceMobile(ASTS.US) SpaceX mobile also seems to be taking action. So is this good news or bad news for ASTS? What is ASTS's competitive advantage? Patents? Spectrum? Or constraints from carrier partnerships? These were the questions I asked when I was reluctant to buy ASTS last year. My concern is that its operating costs are far too high compared to SpaceX's." datetime: "2026-05-13T02:28:47.000Z" locales: - [en](https://longbridge.com/en/topics/40703754.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40703754.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40703754.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- # $AST SpaceMobile(ASTS.US) SpaceX mobile also seems… ### Related Stocks - [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md) - [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md) - [SATS.US](https://longbridge.com/en/quote/SATS.US.md) ## Comments (18) - **日进斗金waq · 2026-05-14T00:19:32.000Z**: The directors seem to be reducing their holdings. - **鱼蛋的交易员** (2026-05-18T14:05:14.000Z): Another reduction in holdings? - **半山外賣仔 · 2026-05-13T03:40:48.000Z**: The biggest advantage is its relatively cheap market cap - **brucez09** (2026-05-13T03:52:07.000Z): That makes sense too... - **老板的老板 AI Exec · 2026-05-13T03:35:54.000Z**: A simple summary of the differences: $AST SpaceMobile(ASTS.US)Starlink's advantages (mid-band + massive constellation scale): High capacity, relatively high speed, suitable for scenarios where you "want to get online in the wild, stream videos, use apps." It may become a major player in " - **_f2tTGo · 2026-05-13T03:11:31.000Z · 👍 1**: ASTS's competitive advantage is more advanced technology, truly achieving mobile phone 5G connectivity, higher connection efficiency, global coverage with just a few hundred satellites, while SpaceX requires tens of thousands of satellites. Moreover, its business model is to serve as a backup for te - **brucez09 · 2026-05-13T03:11:26.000Z · 👍 2**: The biggest constraint for ASTS is launch capability. Orbital resources are limited, so early positioning is as important as early operational deployment. The market needs ASTS; it can't be a SpaceX monopoly. Other mobile communication operators are partnering with ASTS precisely to counter SpaceX, - **阿甘投资** (2026-05-13T08:40:31.000Z): Didn't SpaceX already partner with T-Mobile? Whether it's Musk or the carrier, things could change. - **英伟达小菜鸟 · 2026-05-13T03:01:25.000Z · 👍 2**: . 核心竞争优势：为什么 ASTS 不怕 SpaceX？虽然 SpaceX 发射便宜，但 ASTS 在 D2D（手机直连）领域有三个不可替代的护城河：• 天线物理极限（性能优势）：• 卫星通话的瓶颈在于天线大小。ASTS 的 Block 2 卫星天线面积达 2400 平方英尺，是目前世界上最大的商业通信阵列。• 这意味着 ASTS 可以在普通手机不加任何改装的情况下，提供真正的 5G 宽带体验（如视频通话），而 Starlink 目前的 D2D 更多集中在基础短信或低速数据上。• 频谱战略：与运营商 “合体” vs 抢运营商生意：• ASTS： 采用 “频谱共享” 模式，直接使用 AT& - **英伟达小菜鸟** (2026-05-13T03:03:07.000Z): This is a major reason why I chose this target. I think if it really succeeds, it could bring about significant changes to our lives, benefiting humanity hahaha. - **英伟达小菜鸟** (2026-05-13T03:03:12.000Z): Patent Moat:• ASTS holds over 3,400 patents and pending patents, covering the core algorithms for handling the Doppler effect between mobile phones and high-speed moving satellites. This is a technica - **双木掌柜的铺子 · 2026-05-13T03:01:01.000Z**: The market is too big for one player to dominate. - **brucez09** (2026-05-13T03:04:12.000Z): Yes. - **brucez09 · 2026-05-13T02:39:57.000Z**: Actually, they don't conflict; they're used in different scenarios. - **老板的老板 AI Exec** (2026-05-13T02:46:41.000Z): No way, SpaceX mobile also directly connects to cell phones. - **(新手)** (2026-05-13T03:01:19.000Z): When will the boss enter the market? I want to go in and buy the dip. - **brucez09** (2026-05-13T03:02:31.000Z): ASTS's D2D is low-frequency, used for indoor, behind trees, urban, and obstructed scenarios. SpaceX's newly acquired spectrum is mid-frequency, suitable for open areas, oceans, and outdoor open spaces - **见鹿笔记 · 2026-05-13T02:30:43.000Z**: Positive for $Echostar(SATS.US)