{"id":20195,"date":"2026-10-10T08:18:35","date_gmt":"2026-10-10T06:18:35","guid":{"rendered":"https:\/\/www.forbes.be\/fr\/spacex-accord-starlink-mobile-actions-telecoms\/"},"modified":"2026-10-10T08:18:35","modified_gmt":"2026-10-10T06:18:35","slug":"spacex-accord-starlink-mobile-actions-telecoms","status":"publish","type":"post","link":"https:\/\/www.forbes.be\/fr\/spacex-accord-starlink-mobile-actions-telecoms\/","title":{"rendered":"Les actions AT&#038;T, Verizon et T-Mobile chutent apr\u00e8s l\u2019annonce par SpaceX d\u2019un accord cl\u00e9 pour Starlink Mobile"},"content":{"rendered":"<h2>L\u2019essentiel<\/h2>\n<p>Les actions des trois principaux op\u00e9rateurs mobiles am\u00e9ricains ont chut\u00e9 vendredi matin dans les \u00e9changes avant l\u2019ouverture de Wall Street. Ce recul fait suite \u00e0 l\u2019annonce par SpaceX, l\u2019entreprise d\u2019Elon Musk, d\u2019un accord portant sur l\u2019acquisition de fr\u00e9quences basses \u00e0 couverture nationale. Selon le groupe, cette op\u00e9ration doit \u00ab ouvrir la voie \u00bb au lancement de son service mobile Starlink Mobile.<\/p>\n<h2>Points cl\u00e9s<\/h2>\n<ul>\n<li>SpaceX a conclu un accord avec la soci\u00e9t\u00e9 d\u2019investissement Grain Management pour acqu\u00e9rir des fr\u00e9quences basses \u00e0 couverture nationale. L\u2019op\u00e9ration doit encore recevoir l\u2019approbation de la Federal Communications Commission (FCC), le r\u00e9gulateur am\u00e9ricain des t\u00e9l\u00e9communications.<\/li>\n<li>Ces fr\u00e9quences de 800 MHz permettront \u00e0 Starlink Mobile d\u2019offrir une couverture mobile plus \u00e9tendue, notamment \u00e0 l\u2019int\u00e9rieur des b\u00e2timents. SpaceX entend ainsi combler \u00ab l\u2019une des derni\u00e8res lacunes techniques majeures \u00bb de son projet de service mobile.<\/li>\n<li>Contrairement aux fr\u00e9quences plus \u00e9lev\u00e9es utilis\u00e9es par Starlink, la bande des 800 MHz peut couvrir de plus longues distances et traverser plus efficacement les murs et autres structures.<\/li>\n<li>SpaceX souligne que la plupart des appareils existants prennent d\u00e9j\u00e0 en charge la bande des 800 MHz. Les clients pourraient donc utiliser Starlink Mobile sans devoir acheter un nouveau t\u00e9l\u00e9phone.<\/li>\n<li>Les mod\u00e8les r\u00e9cents d\u2019iPhone sont \u00e9galement compatibles avec la bande des 800 MHz, mais rien ne garantit encore qu\u2019ils fonctionneront avec Starlink Mobile lors de son lancement.<\/li>\n<li>Les deux entreprises n\u2019ont pas communiqu\u00e9 les conditions financi\u00e8res de l\u2019accord. Selon le <em>Wall Street Journal<\/em>, SpaceX aurait toutefois accept\u00e9 de verser 8 milliards de dollars en num\u00e9raire \u00e0 Grain Management pour acqu\u00e9rir ces fr\u00e9quences.<\/li>\n<\/ul>\n<h2>Les actions d\u2019AT&amp;T, Verizon et T-Mobile reculent apr\u00e8s l\u2019annonce<\/h2>\n<p>Les actions des trois principaux op\u00e9rateurs mobiles am\u00e9ricains ont fortement baiss\u00e9 vendredi matin avant l\u2019ouverture des march\u00e9s. Le titre AT&amp;T a perdu 6,6 %, \u00e0 23 dollars, tandis que Verizon a recul\u00e9 de 7,23 %, \u00e0 43 dollars. L\u2019action T-Mobile a c\u00e9d\u00e9 6,79 %, \u00e0 159,70 dollars. Apr\u00e8s une baisse de 4,19 % jeudi, l\u2019action SpaceX a progress\u00e9 de 3,6 %, \u00e0 166,40 dollars, dans les premiers \u00e9changes.<\/p>\n<h2>\u00c0 noter<\/h2>\n<p>Dans son communiqu\u00e9, SpaceX indique que la FCC a \u00e9galement approuv\u00e9 son projet de lancement de 15 000 nouveaux satellites Starlink Mobile \u00ab Gen2 \u00bb. L\u2019entreprise affirme qu\u2019ils offriront \u00ab plus de 100 fois la bande passante de la g\u00e9n\u00e9ration actuelle \u00bb \u00e0 des \u00ab appareils non modifi\u00e9s \u00bb dans le monde entier. Ces nouveaux satellites utiliseront les fr\u00e9quences de 2 GHz acquises aupr\u00e8s d\u2019EchoStar l\u2019ann\u00e9e derni\u00e8re dans le cadre d\u2019une transaction de 17 milliards de dollars.<\/p>\n<h2>Contrepoint<\/h2>\n<p>Les dirigeants des trois principaux op\u00e9rateurs mobiles am\u00e9ricains ont r\u00e9cemment minimis\u00e9 la menace concurrentielle que pourrait repr\u00e9senter un service mobile lanc\u00e9 par Starlink. Ils invoquent les limites de la technologie satellitaire et l\u2019absence d\u2019infrastructures terrestres, telles que les antennes-relais. Lors d\u2019un \u00e9v\u00e9nement organis\u00e9 par Goldman Sachs, John Stankey, CEO d\u2019AT&amp;T, a d\u00e9clar\u00e9 que la connexion directe entre satellites et t\u00e9l\u00e9phones visait \u00e0 \u00ab r\u00e9soudre les 2 % restants, et non \u00e0 trouver une nouvelle mani\u00e8re de r\u00e9pondre aux besoins des 98 % \u00bb, en r\u00e9f\u00e9rence aux populations vivant dans des zones isol\u00e9es. Selon lui, cette technologie ne pourra rivaliser efficacement avec \u00ab des d\u00e9cennies d\u2019infrastructures d\u00e9j\u00e0 d\u00e9ploy\u00e9es \u00bb. Lors d\u2019une r\u00e9cente pr\u00e9sentation de r\u00e9sultats, Dan Schulman, CEO de Verizon, a \u00e9galement estim\u00e9 que les lois de la physique emp\u00eacheraient \u00ab les satellites de concurrencer efficacement un r\u00e9seau terrestre, que ce soit pour les services mobiles ou l\u2019internet \u00e0 haut d\u00e9bit dans les zones urbaines et p\u00e9riurbaines \u00bb.<\/p>\n<p>Cet article a \u00e9t\u00e9 \u00e9crit par Siladitya Ray et traduit par Forbes.be \u00e0 l&rsquo;aide de IA.<\/p>\n<p><a href=\"https:\/\/www.forbes.com\/sites\/siladityaray\/2026\/10\/09\/att-verizon-and-t-mobile-stocks-slump-as-spacex-announces-key-starlink-mobile-deal\/\">Cet article a \u00e9t\u00e9 initialement publi\u00e9 sur Forbes.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Les actions d\u2019AT&#038;T, Verizon et T-Mobile ont recul\u00e9 apr\u00e8s l\u2019annonce d\u2019un accord strat\u00e9gique de SpaceX. Celui-ci pourrait acc\u00e9l\u00e9rer le lancement de Starlink Mobile aux \u00c9tats-Unis.<\/p>\n","protected":false},"author":28,"featured_media":20194,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"image_verticale":0,"gif":0,"url_video":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-20195","post","type-post","status-publish","format-standard","has-post-thumbnail","category-actualite"],"acf":[],"_yoast_wpseo_title":"Les actions AT&T, Verizon et T-Mobile chutent apr\u00e8s l\u2019annonce par SpaceX d\u2019un accord cl\u00e9 pour Starlink Mobile","_yoast_wpseo_metadesc":"Le rachat de fr\u00e9quences par SpaceX pourrait lever un obstacle majeur \u00e0 son service mobile aux \u00c9tats-Unis, sous r\u00e9serve du feu vert des r\u00e9gulateurs.","auteur_traducteur":"Siladitya Ray","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - 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