移动通信网 程然
SpaceX 创始人埃隆·马斯克近日在社交媒体上公开点名印度信实工业董事长穆克什·安巴尼,将 Starlink 在印度市场遭遇的准入阻力归咎于这位亚洲首富的游说活动。印度电信监管机构随后作出回应,明确否认存在偏袒本国企业的指控。这场围绕卫星宽带牌照的博弈,正在演变为全球卫星互联网巨头与印度本土电信巨头之间的正面交锋,其走向将直接影响全球第二大互联网市场的竞争格局。
马斯克的公开施压:点名安巴尼
争议的核心在于印度卫星频谱的分配方式。马斯克方面坚持认为,卫星宽带服务应采用行政分配模式获取频谱,这是全球多数市场的通行做法;而以 Jio 为代表的本土运营商则主张进行拍卖,理由是地面运营商为频谱支付了巨额费用,卫星企业不应"免费搭车"。马斯克在社交平台上的表态相当直白,暗示安巴尼正利用其政商影响力阻止 Starlink 获得公平的竞争机会。
公开信息显示,印度政府最终在 2025 年选择行政分配路线,Starlink 随后获得临时运营许可。但正式商用牌照的审批进程依然缓慢,Starlink 需要满足严格的数据本地化和安全审查要求。马斯克此次公开点名,被外界解读为对审批节奏的不满,也是对监管机构的一次舆论施压。
【关键数据】
- Starlink 全球在轨卫星: 超过 7000 颗(全球最大低轨星座)
- 印度互联网用户: 约 9.4 亿,固定宽带渗透率不足 4%
- 印度卫星服务市场: 2030 年规模有望达到 18 亿美元
- Jio 移动用户基数: 超过 4.8 亿
监管表态:否认偏袒指控
面对"监管偏袒"的指责,印度官方的回应相当克制但立场明确。监管方强调,卫星频谱分配遵循国际电信联盟的框架和印度《电信法》的相关规定,审批流程对所有申请者一视同仁,不存在针对外资企业的歧视性安排。印度电信部长此前也曾公开表态,卫星服务与地面网络是互补而非替代关系,政策设计旨在让两者协同覆盖偏远地区。
值得注意的是,Jio 并非单纯抵制卫星竞争。安巴尼旗下的 Jio 与 Eutelsat OneWeb 合作推出了自家的卫星宽带服务,同时也通过 AST SpaceMobile 推进卫星直连手机业务。换言之,这是一场"既守又攻"的布局:在监管层面为 Starlink 设置门槛,同时在商业层面加速构建自己的天基能力。
印度市场为何如此关键
对 Starlink 而言,印度是不可错失的战略市场。该国有数亿人口仍缺乏可靠的宽带接入,农村和偏远地区的数字鸿沟为卫星互联网提供了天然需求。按照业界测算,印度卫星服务市场到 2030 年规模可能达到 18 亿美元,且增长曲线陡峭。更重要的是,印度是继美国、中国之后的第三大互联网市场,拿下印度意味着 Starlink 的全球版图将补上关键一块。
从竞争格局看,Starlink 目前的主要对手包括 Amazon 的 Kuiper 项目和本土阵营的 Jio-Eutelsat 联盟。Kuiper 同样在争取印度牌照,三方博弈使得监管决策的政治敏感度不断攀升。任何一方的准入先机,都可能转化为用户规模和网络效应上的长期优势。
争端走向:监管定力与商业现实的博弈
从行业视角看,马斯克的公开点名更像是商业谈判桌外的舆论筹码,实际效果有限。印度监管机构已多次展现出政策独立性,频谱行政分配的既定路线短期内不会因外部压力改变。真正的悬念在于正式商用牌照的发放节奏,以及数据本地化、安全审查等合规要求能否找到双方都能接受的平衡点。
对全球卫星互联网产业而言,印度案例具有风向标意义。频谱分配模式、外资准入门槛、本土运营商的游说力量,这些变量同样存在于印尼、尼日利亚等新兴市场。Starlink 在印度的最终待遇,将为后来者提供一个可参照的谈判模板。这场争端的结果,或许要到 2027 年印度卫星宽带市场真正放量时才能见分晓。
出处:Musk names Ambani in Starlink row as India rejects bias claims
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# Musk names Ambani in Starlink row as India rejects bias claims
Musk alleges business interests are blocking Starlink's India launch, while the government rejects claims of bias.
[](https://www.lightreading.com/author/gagandeep-kaur)
[Gagandeep Kaur,](https://www.lightreading.com/author/gagandeep-kaur)Contributing Editor
October 9, 2026
2 Min Read
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Elon Musk, Chief Executive Officer of SpaceX, has accused "certain oligarchs" of blocking Starlink's entry into India, and then named Reliance's Ambani, asking on X whether he is "the real boss of India." The government has rejected the bias claim, saying all licensed satellite players are going through the same security compliance process before launch.
"Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are … This is a crime against the people of India!," said Musk in a [post on X](https://x.com/elonmusk/status/2107854307077034294).
The Indian government rejected the allegations in a [statement](https://www.pib.gov.in/PressReleaseDetail.aspx?PRID=2320510®=48&lang=1), saying it has "put in place a fair and non-discriminatory authorisation framework for all telecommunications services, including satellite communication services."
However, Musk followed his allegations with [another post on X](https://x.com/elonmusk/status/2108187065687118261), directly naming Ambani. "Starlink is licensed in over 165 countries and has spent five years complying with every single law and requirement of the government of India, so why still no license? Is Ambani the real boss of India?"
It is not clear whether he is referring to Mukesh Ambani, Chairman of Reliance Industries or his son Akash Ambani, Chairman of Reliance Jio Infocomm Limited. Reliance Industries is a massive Indian conglomerate with interests in several industries, including telecom, retail and energy, among others.
The allegations come at a time when Starlink, along with other foreign players OneWeb Eutelsat and SES, awaits final clearances to launch commercial services in India. Starlink first started accepting pre-orders in 2021 without securing the required licenses or approvals.
Following a government intervention, Starlink pursued the necessary permissions and received its Global Mobile Personal Communications by Satellite (GMPCS) authorization in June 2025. The authorization has not, however, translated into a commercial launch. Eutelsat OneWeb, backed by India's Bharti group, and Reliance Jio's satellite communications business, has also received its GMPCS licenses.
In a clarification, the Indian government said that GMPCS licenses are "required to demonstrate compliance with security conditions. This is aimed at ensuring that services provided meet various security requirements to ensure safety of all users and their data." It further says that this process is currently underway for all three licensees.
Musk's frustration stems from [Jio's ambition to build a sovereign Low Earth Orbit (LEO) satellite constellation](https://www.lightreading.com/satellite/india-s-jio-bets-on-5g-ai-and-satellite-for-next-growth-phase) for the country. Any delay in the launch of Starlink’s services in India could give Jio and other satellite players more time to establish their positions in the market. However, the Government maintains that security assessments apply to all three licensed operators. Interestingly, Jio has an agreement with Musk’s SpaceX to sell Starlink broadband services in India.
Starlink and Indian service providers, including Jio, have differed in the past as well. In response to TRAI’s consultation paper, Jio argued that spectrum for satellite services should be auctioned since satellite players would be offering services similar to terrestrial players, while Starlink was in favor of administrative allocation of spectrum.
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## About the Author
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[Gagandeep Kaur](https://www.lightreading.com/author/gagandeep-kaur)
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With more than a decade of experience, Gagandeep Kaur Sodhi has worked for the most prominent Indian communications industry publications including Dataquest, Business Standard, The Times of India, and Voice&Data, as well as for Light Reading. Delhi-based Kaur, who has knowledge of and covers a broad range of telecom industry developments, regularly interacts with the senior management of companies in India's telecom sector and has been directly responsible for delegate and speaker acquisition for prominent events such as Mobile Broadband Summit, 4G World India, and Next Generation Packet Transport Network.
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