“It’s only a matter of time before cell phones get satellite comms built in”
I’d love to see this happen but there are several reasons why it might be a while before a garden variety cell phone has satellite capabilities.
From the supply perspective:
– satellite bandwidth will continue to be a scarce resource for the near term (10-20 years)
– phone vendors are extremely cost conscious now and over time will become even more so
From the demand point of view:
– the average consumer has no need for such capability
– especially if it makes the device more expensive to own and with the higher power consumption from the addition of satellite radios and antenna
There will also need to be some arrangement between the cell phone carriers and the satellite operators (Iridium etc) for seamless billing etc.
I could see specialized niche cell phones that could show up on the market but the carriers (at least in the US) have shown little interest in niche products. It increases the complexity of their inventory, repair, replacement etc
I would love to see this happen but would not hold my breath.
It’s more likely we’ll see more competitive offerings that compete with the original Inreach like products. Garmin seems to want to integrate the Inreach capabilities with the traditional navigation (GPS handheld) devices – these are potentially high margin products for Garmin but make no sense for a consumer like me (I’m happy to carry an Inreach paired with a smartphone with Gaia). The GPS handheld market is increasingly under threat from Gaia like apps on smartphones – the satellite integration allows Garmin to offer a differentiated product at a much higher upfront price and the opportunity of a recurring revenue stream from the satellite subscription.
The competition (at least two I know of) is focused solely on the Inreach like capabilities at better price points than Garmin. Time will tell how these battles reshape this landscape and lead to newer product/service offerings.