Building Broadband for the Long Haul
by Doug Mohney, December 6, 2021
With around $52 billion of federal broadband money flowing into underserved and unserved communities over the next decade between federal pandemic relief and the infrastructure law, will local and state governments go for quick fixes or long-lasting, future-ready solutions capable of generating significant economic benefits over decades? There’s a lot to consider.
There seems to be a consensus outside of the FCC that 100 Mbps symmetrical broadband speeds should be the benchmark for new projects while the agency seems stuck with Ye Olde 25/3 Mbps as the minimum with a 50/5 Mbps “baseline,” per the RDOF auction guidelines. Everyone working and schooling at home during most of 2020, regardless of location, could tell you can’t effectively run multiple videoconference sessions at 25/3 or 50/5.
More than two decades ago, former FCC Chairman Reed Hundt called for 100 Mbps symmetrical speed to be the United States broadband standard, with the 2010 National Broadband Plan re-upping the idea. At this point, stop-gap investments in legacy infrastructure such as copper or early-generation cable to meet outdated minimums is just throwing good money away.
Fiber is the only option for long-lasting future-lasting broadband infrastructure and one of the telecom industry’s biggest sectors has finally come around to adopt it. The cable industry has nowhere else to go but to adapt fiber to fully delivery their 10G initiative. Already, greenfield builds are all glass, no coax cable in sight while Tier 1 and Tier 2 providers realize they need to replace their legacy plant in order to compete with fiber competitors, reduce electrical consumption, and get rid of all the splitters and other analog point-of-failure equipment built up over the years in the quest to deliver higher-speed broadband services every three to four years.
The cable industry also realizes new fiber means new opportunities, with the simplest being able to delivery gigabit-class symmetrical speeds to businesses of all sizes and the ability to lease dark fiber to enterprises and government agencies that prefer operate dedicated networks for security and performance reasons.
Alleged competitors – fixed broadband wireless and 5G services – don’t open their doors for business without fiber providing the gigabit speeds necessary to provision cell tower service and broadband to FBW distribution hubs. Neither can provide affordable symmetrical gigabit speeds to residences at this time and are unlikely to do so soon with few exceptions.
Fiber is the basis for building and operating utility SmartGrid and municipality SmartCity networks, providing the desired combination of speed, low-latency, and security for delivering fewer and shorter power outages, better traffic management, real-time monitoring of runoff water and sewer systems, enhanced public safety, and the ability to grow into autonomous vehicle management systems.
Finally, the emergence of Smart Agriculture combining IoT, robotics, drones, AI and the cloud will only increase the demand for high-speed rural broadband. Real-time data in combination with machine learning can increase the productivity of farmers through more efficient usage of water, fertilizer, and pesticides on crops, proactively generate alerts when machines need to be maintained, quickly diagnose broken machinery and vehicles, and provide key information on the health and best time to harvest crops.
Provisioning fiber as a long-term building block for economic benefit with the ability to encompass uses we are only beginning to see is the best investment broadband funding can provide.
A Challenging Path from COVID Lockdowns to Universal Broadband
by Doug Mohney, November 11, 2021
The silver lining to last year’s COVID pandemic is the true and sincere recognition of high-speed broadband as a universal necessity for modern society. Billions of dollars of funds from the Biden administration’s infrastructure spending package will flow into numerous efforts to build out high-speed internet access and increase affordability. In addition, states such as Virginia and West Virginia have made their own fiscal commitments to deliver universal high-speed broadband.
COVID restrictions on in-person work and education trigged numerous on-the-fly adjustments for businesses and local governments alike, with work-from-home and distance education the twin pillars of stress/need placed on organizations and the people they served. Work-From-Home rapidly evolved into Work-From-Anywhere, with bedroom communities and seasonal vacation spots transformed into year-round locations. Local school districts that treated neighborhood broadband access as a luxury were forced to step up and provide solutions to ensure students could attend virtual classroom sessions regardless of where they lived. And home networks needed to support both parents and students at the same time of day.
These two applications along with small to medium-sized businesses receiving a dose of “future shock” by accelerating adoption of e-commerce as a must-have tool, moved high-speed broadband into the category of necessary infrastructure in the minds of politicians and businesses. Fiber is the main platform for meeting current and future broadband requirements, even for wireless last-mile solutions.
Delivering the power of fiber broadband is the challenge ahead, especially in rural areas where the demand and need is greatest. There’s plenty of money kicking around between local, state, and national budgets, but securing that money for rural projects is only the beginning of challenges facing communities throughout the nation. The FCC has to update its data collections process and generate better broadband deployment maps. NTIA needs to be able to efficiently and effectively distribute over $42 billion to provide service to unserved locations.
Once the money arrives, local projects will need to get their hands on fiber and the skilled workforce necessary to install it. Rural communities may find themselves towards the back of the line for both resources as the cable industry ramps up its fiber deployments to support its near-term 10 Gig plans, not to mention deeper fiber deployments by the cellular industry to support 5G. It’s not only Verizon and AT&T, but Frontier and other regional carriers that are putting greater efforts into more fiber faster.
Believe it or not, these are good problems to have. More available money means more projects get funded and can move forward, making a significant impact on unserved and underserved areas and creating a “snowball effect” to ultimately provide fiber to all communities because of the social and economic benefits. Virginia and West Virginia are clear examples of state governments recognizing that high speed broadband needs to be available for everyone regardless of location, not just in major cities and the patchwork of local connectivity islands outside of them.
The road to universal fiber broadband is likely to be a bit bumpy over the next 24 months, but with billions of dollars in the pipeline and clear political will at the federal, state, and local level to deliver broadband to unserved and underserved regions, there’s the clear path to build it. It’s time for all of us to get to work on building the future today.
100/20 Mbps is Not Enough
by Doug Mohney, October 7, 2021
Proposals to raise consumer broadband speeds to 100 Mbps are nothing new, dating back to FCC Chairman Reed Hundt first floating the idea in 2002 and the FCC’s “Connecting America: The National Broadband Plan” in 2021. Twenty years later with the looming availability of $65 billion in the $1.2 trillion infrastructure bill on Capitol Hill, 100/20 Mbps is now being touted as a “good enough” solution for many communities, just like 25 Mbps/3 Mbps had been since 2015.
But why should the U.S. settle on half-measures when it comes to once in a lifetime opportunity for investing in broadband infrastructure? COVID clearly outlined the many holes in today’s patchwork of broadband solutions to communities and homes around the nation, with delivery systems built around legacy plant (copper & fiber) and earlier technologies stretched to provide multi-person households the bandwidth necessary to support both work-from-home and remote learning at the same time.
More upstream bandwidth, preferably symmetrical bandwidth, is clearly one area where existing and proposed asymmetrical offerings fall short for both real-world home and business use cases. Asymmetrical bandwidth is justified on the assumption of one-way video streaming to multiple people in a household. It is typically the option of last resort for businesses, who need symmetrical/upstream bandwidth to support real-time communications and cloud services that are critical for work-from-home, online schooling, remote healthcare and other key applications that have become mainstream as a result of the global pandemic.
Video conferencing tools such as Microsoft Teams, Zoom, and other applications – quickly showed how assumptions of less than 100 Mbps symmetrical speeds being adequate were flawed. Some municipalities worked to deploy WiFi hotspots through schools and other means to fill in broadband gaps, but students and parents alike across the country were left struggling to find a balance point between educational continuity and earning a paycheck without hometown solutions based on fiber.
While most students are back in physical classrooms today, the need for more upstream and symmetrical bandwidth goes far beyond a COVID/stay-at-home environment. Businesses of all sizes are particularly challenged for bandwidth for different reasons. Small businesses need more and symmetrical bandwidth for accessing cloud services of all types, ranging from the standards of Office 365 subscriptions and fast off-site backups to call center and video streaming.
Virtual Private Network (VPN) services are a necessity for enterprise remote workers, adding an additional 5 to 10 percent overhead due to the provider and protocol used. In an asymmetrical environment, there’s not a lot of room for more than a single VPN user on a connection once video conferencing or a couple of applications are fired up.
Defenders of the status quo – i.e., those who say “It’s good enough” – argue that people and businesses that don’t have enough bandwidth should “simply” move to an area where there is more. But the problem is that areas with “more” are also more expensive in terms of housing and the general cost of living – not to mention the internet service providers in those areas are investing more to extend their networks to unserved areas close by.
For example, Comcast Business is pumping $28 million to extend its “fiber-rich” network to nearly 7,000 businesses in a four state area and Washington D.C. Once completed, small to medium-sized businesses will get access to 1 Gbps and larger enterprises will be able to get 100 Gbps services. If Comcast is spending its own money to deliver 1 Gbps services to unserved customers in non-urban areas like the Eastern Shore of Maryland and Martinsburg, West Virginia, it’s hard to argue that 100/20 Mbps is sufficient today.
If the U.S. is truly going to invest in the future with $65 billion in infrastructure monies, it only makes sense to “invest once for the future” by putting money into gigabit-class (and faster) networks built around fiber that can support not only today’s needs but a future that includes 5G wireless, true work-from-anywhere (WFA) for businesses, advanced telemedicine delivery, and rich distance learning capabilities.
Cable's All Fiber Future
by Doug Mohney, September 1, 2021
The dirty little secret in the cable industry is its increasing use of fiber and the roadmap of technologies it will adapt in the years to come to deliver 10 Gbps and faster speeds to its customers. Fiber is an essential element for cable builds, especially in rural areas where the need for speed is driving a “fiber rich” or “fiber deep” approach.
Fiber has been the go-to medium of choice when it comes to greenfield builds for years, so much so NCTA–representing “America’s Cable Industry”–features a 2017 fiber build by Eagle Communications in the rural town of St. Francis, Kansas on its website. Residents can get up to gigabit symmetrical speeds today through a fiber-to-the-home network–presumably with no traditional coax cable involved.
But America’s Cable Industry has big plans for existing infrastructure as well, putting fiber deeper into the network to deliver higher speeds to existing customers on legacy cable plant. CableLabs, the self-described “leading innovator and R&D lab for the cable industry,” has lots of information on the technologies it is working with today for moving to 10G service and beyond. The 10G platform being promoted today is expected to delivery better network reliability, security, and low latency, as well as raise the cable industry’s current 1 Gig broadband delivery bar.
One of the cornerstones to 10G and beyond services is CableLabs PHYv1.0 and PHYv2.0 point-to-point coherent optics standards, initially providing standardized equipment to deliver 100Gbps and 200 Gbps Ethernet speeds on a single wavelength of light for distances of up to 80 kilometers on a single strand of fiber. The combination of distance and high speed enables a cable operator to set up a high-speed Ethernet link between a cable head-end data center and an outdoor unit in the field where services will be distributed to customers at the last mile (or less).
A clean high-speed Ethernet link enables cable companies to get rid of a lot of legacy equipment in the middle and towards the edge of the network, with legacy control and management services virtualized and delivered in software. Putting things in software instead of using dedicated hardware reduces energy consumption and improves overall reliability, especially as field equipment gets older.
Cable Labs is a bit vague on how service providers will go beyond 10 Gig speeds, other than to note a combination of new standards like its full duplex coherent optics technologies and “a few plant updates” will provide a path to 25G and beyond. Back in 2018, Cable Labs President and CEO Phil McKinney said coherent optics demonstrations delivered 256 Gbps over 80 kilometers using a single wavelength of light, with multiplexing of eight wavelengths providing speeds of up to 2 terabytes (Tbps). Further improvements in encoding and modulation were anticipated to bring up speeds to 4 Tbps.
Talking about delivering speeds of 10 Gbps and faster isn’t crazy talk by the cable industry, especially for business customers who typically want symmetrical bandwidth and guaranteed quality of service through SLAs. Businesses currently on coax cable are likely to be the first to get a full fiber upgrade. Residential customers may take a bit longer for a “last mile/last foot” upgrade, but the maintenance and power advantages of fiber over legacy hardware are just too good to ignore.
The Numbers Become Clearer for Fiber and Satellite
by Doug Mohney, August 4, 2021
Shenandoah Telecom Company (Shentel)’s strategy and estimated costs for fiber deployments disclosed to Wall Street analysts bring into sharp focus the future of broadband. Light Reading reports Shentel estimates it costs anywhere between $1,000 to $1,400 to pass a household for their GloFiber product with initial capabilities of up to 2 Gbps service using XGS-PON. In its existing Shentel rural markets served by DOCSIS 3.1 hybrid fiber-cable, costs are between $1,500 to $2,500 per home passed while its Beam fixed wireless offering will deliver up to 100 Mbps at a cost per passing of around $250 to $350 per market.
Over the next five years, publicly-traded Shentel expects to add hundreds of thousands of fiber and fixed wireless customers, while it may add only 4,000 or so cable customers onto its legacy network. Adding customers to a greenfield fiber territory is substantially cheaper than adding a cable customer, so the company is investing big in fiber and fixed wireless in lower density rural markets.
Roughly speaking, Shentel will take five years to add 500,000 customers with a mixture of future-proof fiber capable of going to 10 Gbps and 100 Mbps fixed wireless service which will likely be upgraded with better gear and/or enhanced with fiber deployments enabled by broadband infrastructure funding.
SpaceX Starlink says it is up to 90,000 customers around the world and plans to have up to 500,000 customers on its satellite broadband network service within a year, according to its latest update with the Federal Communications Commission (FCC) and reported by CNBC. Unfortunately, SpaceX didn’t break out how many users it is serving in the U.S. is and is still touting a customer pre-order/wait list of over a half million users globally.
How SpaceX gets from 90,000 customers today to 500,000 customers worldwide in a year is a path it hasn’t described. Based on previously reported data to the FCC and some guesswork, SpaceX is currently manufacturing Starlink dishes at a rate between 15,000 to 20,000 per month. In order to meet its goal of 500,000 dishes within a year, the company would have to ramp up by producing and shipping an average of over 34,000 dishes per month starting now in August. At the same time, SpaceX wants to further drive the cost of its dishes down from $1400 to $500 or less – preferably less, since the company currently charges $500 for the end user terminal equipment and eats the difference as the cost of acquiring a customer.
SpaceX also hasn’t provided details on how it plans to get to gigabit level speeds, another promise it has been touting to the FCC and the media. Ookla has released Speedtest data showing Starlink delivering download speeds of around 97 Mbps and upload speeds of nearly 14 Mbps with latencies of 45ms. Compared to legacy providers HughesNet and Viasat, SpaceX cleans up in terms of broadband speeds and latency but doesn’t come close to matching the “All Fixed” speeds of 115 Mbps download and 17 Mbps upload with a latency of 14ms.
While Starlink is still in beta, SpaceX CEO Elon Musk saying speeds will go up to 300 Mbps downlink speeds in the fall. But there are no promises by the company that it will be able to deliver gigabit speeds with existing equipment or how many of its GEN2 advanced satellites will have to be put into orbit to get to gigabit speeds. SpaceX will argue that Starlink provides faster speeds than the FCC 25/3 Mbps baseline minimums on the books, but that’s all moot if there aren’t enough dishes to go around to those that want and need them.
SpaceX Starlink – Is 3% to 5% a threat or a warning?
by Doug Mohney, July 7, 2021
Last week participating virtually at Mobile World Congress, SpaceX CEO Elon Musk said the company’s Starlink satellite broadband service was complementary to fiber and 5G services, providing access to the three to five percent of the world that didn’t have such broadband options. He said Starlink is best for “low density” areas with some capability to serve “medium density” areas, but being Elon, he didn’t explicitly define what the difference between low and medium density is.
Musk went on to say Starlink had nearly 70,000 simultaneous users online and the company was continuing to lose money on the terminal hardware, selling it to users at $500 while costing “more than a thousand dollars” per dish today. Of course, SpaceX is working hard to build lower-cost dishes and will one day – again, Elon didn’t say when – get the equipment price down to $250 to $300, a price point originally cited back in 2016.
Exactly how many dishes SpaceX is shipping per month is not known, but since the company told the FCC it had 10,000 beta users in February, a little back-of-the-envelope math (70,000 estimated users in late June – 10,000 in February = 60,000 / 4 months-ish) provides a guesstimate of around 15,000 dishes per month. SpaceX is working on ways to increase dish production rate with Musk saying the company will reach 500,000 users within 12 months.
Does Starlink service really threaten existing broadband service provider? If we take Musk at his word, fiber and 5G have nothing to worry about in the near-term, since the fastest rates expected from Starlink in the second half of this year will peak around 300 Mbps downlink speeds and perhaps 20 Mbps to 40 Mbps uplink speeds.
Cable and legacy DSL services likely have the greatest concerns, with frustrated users at the end of old coax or copper cable having no hesitation to jump onto Starlink beta services if all the Reddit users on the r/Starlink section are to be believed. However, these users will have to get in line with existing million plus HughesNet and Viasat geosynchronous earth orbit (GEO) satellite broadband customers who have heard the siren song of lower latency and faster broadband speeds.
SpaceX has stated on several occasions Starlink has a backlog/wait list of over 500,000 customers. It’s easy to believe that number when you tally up existing GEO satellite customers and legacy cable/DSL customers who have been waiting for faster options for years. For most, paying $500 down for equipment and trying to find the place to mount a Starlink dish is nothing compared to the thousands of dollars an incumbent wireline carrier wants to pull upgraded copper or fiber to a residence.
If anything, consumers may find themselves waiting behind government and enterprise customers willing to pay substantially more than $100 per month for Starlink services. SpaceX is working with Google to directly connect its data centers to the Starlink network. Google and SpaceX will team up to sell directly to enterprise customers, enabling single hop access to Google Cloud apps in the second half of this year. Add on demonstrations SpaceX is conducting with the U.S. military, commercial aviation, and the oil and gas industry, and it may be difficult for SpaceX to financially justify selling a dish to a consumer household paying only $100 per month.
SpaceX believes it will ultimately be able to support several million Starlink users in the future, but exactly when and what mix of those users are consumers are unknown because the company just doesn’t talk about those kinds of data at this point in time. If Starlink is ultimately spun out as a public entity years into the future, SpaceX will have to be more forthcoming on its customer mix and growth projections, along with other mundane benchmarks used by financial analysts like customer acquisition cost and average revenue per user (ARPU).
The Starlink warning to broadband companies is the relatively low cost and higher speeds the satellite network is capable of delivering to consumers in comparison to legacy wireline and first generation wireless systems. Companies that haven’t made efforts to upgrade infrastructure and network speeds will find themselves under increasing scrutiny by users who want “service like Starlink.” A few dishes in a service territory may have a significant customer impact beyond a relatively small loss of revenue. Broadband providers are going to have to be more proactive in discussing their pricing policies and network upgrade plans or they will be faced with being more reactive to disgruntled customers who have heard about Starlink as an option.
Satellite Rural Broadband: Billions, No. Small Percentages, Maybe.
by Doug Mohney, June 10, 2021
For over a decade, satellite broadband companies have hyped how they will serve the billions of people who currently don’t have basic internet access, but the reality is that they haven’t delivered. O3b derives its name from the “other 3 billion” people on the planet who didn’t have access to the internet when it was founded in 2007. Fast forward to 2021 with the number increasing to four billion people that “still have no internet,” according to Astranis’ web page.
If we focus on the United States, a country with sufficient wealth to pay for infrastructure investments, the January 2021 Federal Communication Commission (FCC) annual broadband report estimates around 14.5 million people in the U.S. did not have access to the copper standard of 25/3 Mbps fixed broadband service at the end of 2019. And this is before delving into the known hot mess of where the FCC gets its data compared to the reality on the ground and the agency’s reboot of broadband maps with a more crowd-sourced approach.
How many users can be served by new satellite broadband systems, such as SpaceX Starlink? SpaceX founder and CEO Elon Musk tweeted on May 4 that the company’s Starlink satellite broadband service can provide service for up to 500,000 users total in the near-term best case. Supporting “several million” users will be “more of a challenge,” Musk said, with the solution impractical for large scale use in denser urban areas.
Under the FCC RDOF auction, SpaceX will receive $886 million over a decade to deliver broadband speeds of 100 Mbps/20 Mbps to 640,000 locations across 35 states. SpaceX might be providing broadband to about 4.4% of the 14.5 million unserved/underserved within a decade, assuming Starlink gets all its 12,000 satellites in orbit by then to support millions of users. The company expects to be servicing up to 5 million users in the U.S. if it gets approval for its FCC license modification requested back in August 2020, up from its 1 million cap approved in March 2020.
SpaceX is serious about its RDOF commitment, having recently hired a regulatory compliance analyst to work out of the company’s DC office. Over the months and years to come, there will be plenty of data churned out to illustrate how SpaceX is connecting the unserved and underserved with the company tapping into other FCC subsidy programs through certification as an Eligible Telecommunication Carrier (ETC). Getting carrier status will enable it to offer voice services and tap into Lifeline and Emergency Broadband Benefit (EBB) programs.
But we still come back to the fact that SpaceX will only impact around 4.4% of the 14.5 million underserved/unserved in the U.S. after a decade through its current market approach of one dish per user. Other new entrants are leveraging different, more efficient approaches to provide bandwidth to underserved areas. OneWeb and Telesat are positioning themselves as backhaul carriers delivering hundreds of megabits (OneWeb) to gigabit or more (Telesat) into rural communities, providing local connectivity via terrestrial wireless solutions ranging from “simple” WiFi to cellular. Telesat has teamed up with the Rural Broadband Consortium to develop and refine satellite rural/remote community service models for deployments in Canada to meet the government’s 50/10 Mbps household service goals, an approach that will no doubt migrate southward to the U.S. over time.
Satellite community models should be more cost effective than the “Everyone gets a dish” approach by enabling more users within a geographic area to access bandwidth rather than a few handfuls of users overloading an overhead satellite, but they also should provide a longer-term roadmap for viable long-haul network builds as well. Everyone in the history of internet access always wants more bandwidth, be it residential users or businesses. In a community model, gigabit-level satellite backhaul could ultimately be replaced by fiber to provide higher levels of service with satellite transitioning to a backup/redundant link.
Regardless of the model, satellite broadband connectivity is not going to scale to serve “billions.” There’s just not enough new companies, not enough satellites in the sky and on the drawing board and not enough radio frequency spectrum capacity to get to a fraction of a billion users over the next decade. Everyone should stop pretending otherwise.
Half a Million SpaceX Starlink Pre-Orders Aren’t Important – What Is?
by Doug Mohney, May 20, 2021
SpaceX says it has received more than 500,000 orders for its Starlink broadband service as of early May. Is this good news for the satellite broadband effort? Or deflection from more meaningful numbers SpaceX should be disclosing?
“To date, over half a million people have placed an order or put down a deposit for Starlink” was a statement made by a SpaceX spokesperson made during the March 4, 2021 pre-launch countdown to put yet another 60 satellites to orbit, making a total of over 1,400 operational satellites as of this writing.
Over half a million orders or pre-orders sounds quite impressive, doesn’t it? But we don’t know if these orders are worldwide or simply in the U.S. We don’t know how many orders have been fulfilled compared to pre-orders. Or how many of these orders are individual versus business users. It’s just a big number and there’s no way to audit or confirm it, since SpaceX is a private company and doesn’t conduct regular analyst briefings or press conferences.
Let’s place some context based on previous SpaceX statements made to the Federal Communications Commission (FCC). SpaceX received a license to operate up to 1 million user terminals (dishes) in the U.S. in March 2020. The Starlink limited beta started in July 2020, with the company opening a web page to take email addresses so interested parties could receive updates and service availability information.
By the end of July SpaceX had filed a modification to its U.S. license to expand to 5 million dishes, “due to the extraordinary demand for access to the Starlink non-geostationary orbit satellite system. Despite the fact that SpaceX has yet to formally advertise this system’s services, nearly 700,000 individuals represented in all 50 states signed up over a matter of just days to register their interest in said services at www.starlink.com.”
The SpaceX Starlink public beta started in October 2020, expanding from the United States into Canada and the UK in January 2021, followed by the company starting to accept $99 pre-orders worldwide in February, and dishes starting to appear in Austria, Germany, France, Australia, and New Zealand so far this year.
It would be interesting to know how many interested customers converted to orders and paying beta customers from pre-orders and those who simply registered interest, but since SpaceX expanded its pool from U.S. users to worldwide in January, there’s no way to know. We just have the 700,000 U.S. individuals who expressed interest which clearly are less than the 500,000 worldwide signups for orders and pre-orders that have occurred to date.
SpaceX is already starting to limit fulfillment according to Reddit users waiting for Starlink service. Some potential U.S. customers are seeing “Max capacity” messages for their particular address locations, with service not available until the end of 2022. Elon Musk tweeted on March 4, “Only limitation is high density of users in urban areas. Most likely, all of the initial 500k will receive service. More of a challenge when we get into the several million user range” but there’s no way to square what Elon says with the Reddit information.
The more interesting question is how fast the first 500,000 SpaceX Starlink users will be turned up. At the beginning of the year, SpaceX had turned up over 10,000 beta customers per a February 2021 FCC filing, but the company has not provided an estimate as to how many more users have been added since then.
User turn-up is keyed to production of the $1,500 SpaceX Starlink antenna, a marvel of modern electronics. The company has said little on current or expected future production rates, but it would have to produce anywhere between 5,000 to 7,500 antennas per month in order to start making a significant dent in a 500,000 pre-order backlog.
Why isn’t SpaceX talking about antenna production rates and expected ramp-up to sign-on customers? While it is not a public company, SpaceX is in the process of being a registered commercial carrier so it can collect FCC RDOF broadband monies and other subsidies. Understanding how rapidly SpaceX plans to connect more customers, especially whose who need federal support to access broadband and landline services, would be in the public interest.