SpaceX Eyes Starlink IPO and To Launch Star-Specific Mobile Device and Stargaze Services

SpaceX is accelerating plans to expand its Starlink ecosystem and potentially launch an IPO this year, with a focus on hardware and direct-to-device services. The company is developing a mobile phone deeply integrated with Starlink to enable low-power satellite connectivity, leveraging its own AI chip. Starlink, which contributed 50%–80% of SpaceX revenue last year, has 9 million users and generated $150–$160 billion in annual revenue with $80 billion profit. The firm has already deployed 650 dedicated satellites for direct-connect services and aims for global cellular coverage. In late 2024, SpaceX filed a trademark for “Starlink Mobile” and has a patent for enhancing mobile device connectivity in 2026. The company recently introduced Stargaze, a space traffic monitoring system using Starlink’s micro-movements cameras to help manage increasingly crowded near-Earth orbital traffic. SpaceX is also collaborating with the U.S. Department of Defense and other tracking entities, with officials cautioning against over-reliance on a single provider. Analysts project the direct-connect terminal market to exceed数十亿美元 in the next five years, with Starlink’s ability to achieve technical feasibility and navigate commercial and regulatory challenges likely to be pivotal to its valuation growth.