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Jan 3, 2024 25 tweets 11 min read Read on X
Starlink v2 mini. Some performance measures. ”7Mb” (7mbps DL?) per cell

We can also compare gain levels:

Starlink v2mini 29–38dBi
BlueBird block2 40-47 dBi


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Unit economics of AST satellites.

Throughput per beam is in ASTs case (as in Elons) bandwidth dependent.

Just that AST gets much more of each MHz fronthaul due to much higher Area Spectral Efficiency. (Smaller cells and higher modulation).



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Note that Mb is Mbps in Elons tweet.

Per beam.

That is an SE of 7.2/5= 1.44 bits/Herz
AST SE is 2.8 last test. (14/5)

AST has 2800 beams on a BB2
Starlink has 48 beams.

Basically AST SE is twice that of starlink so they compare like 5600-48

~100x diff in throughput per sat.
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That is fronthaul comparison of v2mini v/s block2s.Comparing backhaul Starlink is not likely to be backhaul constrained.

AST BB2 is ~25 Giga bits per sec backhaul bottleneck.
Compare that to Starlinks fronthaul bottleneck of 48 beams x 7 Mega bits per second.

25,000-336 ➡️75 x Image
As could be learned from the dec 18 interview of Stephen Gibson:

AST is launching BlueueBirds bl2 on a Falcon Heavy. Either late Q3 or Q4.

We’re gonna say Q1 2025 [bc timelines regularly slips 😣].

Implies a lot of Block2s going up ~a year from now.

75x more capable than v2m.
But then it is not just about the throughput per satellite.

It is about the quality of service perceived of a user.

v2mini will have ”very wide cells”

Lynk is 19 beams 100-200 km wide cells.

Starlink will eventually narrow to 40km, but v2ms 48 cells are likely ~80 km wide.
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D2C systems employ spectrum reuse.

Basically the higher the directivity - the more narrow the cell - the more times can you reuse the spectrum.

All users of big cells gets to share the same spectrum bandwidth as less users share in a systen with small cells. Image
Comparing apples to apples.
2GHz / s-band cells to s-band cells then an 80km wide Starlink cell compares to an 24km wide AST s-band cell not like the duameter (4-1.)

The difference in area efficiency is 10-1.

Then there was spectral efficiency
2-1.
It combines to area SE
20-1 Image
What that means is 10x as many users will be in a Starlink v2mini cell sharing half the modulation (compression rate). Compared to an AST BlueBird S-band cell.

It means user in a Starlink cell typically gets 1/20 the throughput of an AST user.

A diff of 20x
This is not per sat.
This is per user, meaning that the ~75x more inefficient v2 minis by launching 10x more sats will NOT be just 7.5x more inefficent.

They will still be 20x more inefficent from the user perspective.

So volume to space can’t compensate for the entire 75x efficiency diff.
To get competitive Starlink will need to work hard _really hard_ on improving their area spectral efficiency.

The spectrum and the agreements with MNOs will search out and find the system with highest area spectral efficency.

As of now that is AST with a factor 20x
Size matters
There is one more important aspect to this.

Very little spectrum is MSS like Lynk and initially Starlink aims to use.

AST has a different approach and aims to use terrestrial (tower) spectrum.
There is much more of that.
Also more regulatory issues.

-But it scales to demand! Image
AST ITU filing MICRONSAT-2 tells us about the bandwidth on fronthaul / servicelinks that AST targets globally and eventually:

1,095 MHz

Initially AST targets Lowband in the USA leased from AT&T and FirstNet.
AST is testing now on 21MHZ up + 21 MHz down: ~42MHz total initially. Image
The amendment to AST application for US market access shows the lowband spectrum they target in the USA with the initial Bluebirds (block 1 & 2)

6+6 blB 700
6+6 blC 700
12.5+12.5 blA 800
12.5+12.5 blC 800

Add FirstNet 11+11 700

I get 48+48 MHz lowband.

$ASTS #5G


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Thank You for the answer.

I agree that phones, carriers and the standard co-evolves in mutualistic system.

My takeaway is that the current 3GPP standard allows CA (and MIMO) in sub1GHz
and as carrier and network provides that the companies producing phones will also support it.
Then there is inter-band CA and MIMO from several satellites simultaneously lighting up a cell.

ASTS transparent architecture will come in handy with the terrestrial Air Scale gNb as AST lights up phones with both S-band and Lowband and eventually also C-band over several sats. Image
As you mentioned holes in AT&T lowband non-contigous spectrum.

Thank You. Good point. And I am aware. Posted this map on the subject several times.

It shows the coverage of bands for which AT&T applied to lease the spectrum to AST.

The other map areas targeted for initial SCS.
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It is interesting to compare AST&AT&T application for commercial access with the testing license Space-X has.

Space-X is using 5+5 MHz (10 total) at Spectral Efficiency 1.44 for a 14.4 mbps total bandwidth. Split that on a cluster size 3 NW and You get 4.8 mbps avg per cell.
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Space-X will only be testing at a set of locations, not lighting up a hex cell contigous network. So they’ll be able to max that single beam. With 5+5 MHz at SE 1.44. And that is how they get 7 mbps Download.

Using all their spectrum in one cell. Image
The AST commercial system has requested 48+48 MHz of spectrum. And as I stated before that would allow 2 out of 3 cells in a cluster size 3 network to use per beam max of 40 MHz in the USA at a stated SE of 3.0.

That is 120 mbps per 2 out of 3 cells.
Not just single test cells.


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This tweet source of beam max.

It is twice what Space-X use for entire satellite.

At respective beam and SE max we get:

$ASTS: 120 mbps in 2 out of 3 cells.
(48 mbps in the third)
compared to
@SpaceX 7 mbps in single test cell.
or ~3 mbps in 2 out of 3.
@SpaceX We see that it isn’t really per beam max that is limiting the throughput of a cell.

It is from an MNO perspective the total spectrum available. And the spectral efficiency.

And from a user perspective ability to do intra band Carrier Aggregation or if spectrum is continous.
The showdown is going to be between systems that can use a wide spectrum and has high spectral efficiency.

And as inter-band CA is more proliferated in phones than intra-band CA the systems will benefit from operating in low-, mid and C-band.

Not just plan to operate one band.
We can summarize a list of bottleneck traits:

Space-X ____$ASTS___winner is

-Widest fronthaul initially?

5+5____48+48_____$ASTS

-Highest SE?

3____1.44____$ASTS

-Smallest initial cells?

~1250sqkm__~5000sqkm__$ASTS

-Multiband?

Low, S&C____S___$ASTS

-MIMO

Yes__No__$ASTS

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More from @CatSE___ApeX___

Jan 23
In Latin, the concept of drawing an inference from what is not shown or mentioned is most commonly expressed as:

Argumentum ex silentio

$ASTS

🧠🐈‍⬛

1/n Image
When the last BlueBirds deployed there was two patterns.

One was a spike in drag and the level of drag settling on a higher level afterwards.

The other and first sign was a delay of TLE data longer than usual.

In a way the first -inconclusive- sign was the absence of data.
/2
As back then TLEs was delayed more than 2 full days. Which is /was unusual.

/3 Image
Read 10 tweets
Jan 8
Deploying a 200 sqm array within two weeks of launch is a high-stakes move. Historically, large structures wait longer for "checkout."

Is the upcoming FM2 launch giving us a faster deployment?

There is now FM1 data.

1/ Image
Here is drag data.

/2 Image
Image
Here is the relative change of drag (schematically) that you’d expect from detumbling, unfolding and the reorienting back to edge on flight.

3/ Image
Read 9 tweets
Jan 6
I was asked to comment on Space-x last Ex parte letter that they have filed to the FCC.

So here is the picture:

$ASTS has asked authority to launch full constellation beyond 25 satellites.

Space-x wants to delay and complicate that.

They keep filing all the way to sunshine
1/ Image
It’s extremely uncompetitive behaviour and a bit immoral as what Space-X has begged be implemented onto AST is the same type of regulations they see as an obstacle when applied to themselves.

What they ask that AST shall not be allowed to is what they themselves do.
Golden rule? Image
It’s important to grasp that the next 20 satellites and the Block1s are approved already.

So this pen-fighting is about about satellites to launched beyond Q1 2026.

/3 Image
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Read 20 tweets
Jan 2
_One way to increase Area spectral efficiency is lowering constellation altitude.

That way comes at two costs: The number of 🛰️satellites required on orbit increases and their orbital dwell ⏳time decreases both affecting the replenish rate 🛠️adversely as:

🛠️ = 🛰️/⏳

🧶🐈‍⬛

1/n Image
Let’s do a SpaceMob thing and look at this from first principles.

A satellite has a field of view. FoV.

That Field of View projects a footprint on earth.

The footprint increases with angle of the field of view and increases with altitude.

2/ Image
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Within this field of view the satellite creates beams.

They also have an angle called beamwidth and a footprint called beamcell.

There are many of these beams and beamcells within the satellite footprint.

3/ Image
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Read 31 tweets
Nov 25, 2025
🚨 $ASTS IS INCREASING ITS PATENT MOAT ESP. ON DOW ORBITS 🚨THIS PATENT COVERS THE SIGNAL-PROCESSING METHODS — SELECTION COMBINING, DIVERSITY COMBINING, AND MIMO — THAT ENABLE RELIABLE DIRECT-TO-CELL CONNECTIVITY FROM LEO SATELLITES TO STANDARD HANDSETS.

1/ Image
THE PROBLEM ADDRESSED: END USER DEVICES MAY RECEIVE MULTIPLE SATELLITE SIGNALS (MULTIPLE PATHS, SUB-ARRAYS, OR MULTI-SATELLITE LINKS) WITH DIFFERENT DELAYS, DOPPLER, AND SNRS.

THE PATENT SPECIFIES HOW TO CHOOSE AND COMBINE THESE SIGNALS TO MAXIMIZE LINK RELIABILITY.

2/
SELECTION COMBINING: the system monitors multiple receive branches and selects the best branch using quality metrics (e.g., SNR/BER estimates, channel quality indicators). selection lowers complexity and power for the handset when one branch dominates

3/ Image
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Read 13 tweets
Aug 11, 2025
Quarterly report thread. $ASTS

Excellent initial impression.

August delivery of FM1 !

5 launches before Q1 -26

1.5Bn+ at hand

🧶🐈‍⬛

1/

stocktitan.net/news/ASTS/ast-…
Signed two additional early-stage contracts for the U.S. Government end customer, bringing the total to eight contracts to date with the U.S. Government as an end customer.

This is huge.

The rate at which company adds DoD contracts is staggering. It’s not in analyst models.

2/
Service Rollout: Nationwide intermittent service in the US by end-2025, followed by UK, Japan, and Canada in Q1 2026. Expected revenue: $50-75M in H2 2025 from government and commercial customers. Supports full voice, data, and video at up to 120 Mbps peak speeds per cell.

/3
Read 27 tweets

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