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Amazon Akuisisi Globalstar, Mitra Satelit Apple

Amazon Akuisisi Globalstar, Mitra Satelit Apple

Amazon baru saja mengumumkan akuisisi Globalstar, perusahaan satelit yang selama ini menjadi mitra utama Apple untuk fitur konektivitas satelit di iPhone dan Apple Watch. Kesepakatan ini menandai langkah strategis Amazon untuk memperkuat jaringan satelit low Earth orbit (LEO) miliknya, Project Leo, sambil menjamin kelanjutan layanan bagi pengguna Apple.

Latar Belakang Akuisisi

Globalstar telah menjadi tulang punggung fitur Emergency SOS via Satellite sejak iPhone 14 diluncurkan pada 2022, ditambah Messages via Satellite, Roadside Assistance, dan Find My. Apple berinvestasi $1,5 miliar pada 2024 untuk saham 20% di Globalstar, mengamankan 85% kapasitas jaringannya. Rumor akuisisi mulai muncul awal April 2026 dengan nilai sekitar $9 miliar, tapi kesepakatan final mencapai $11,57 miliar untuk bersaing dengan Starlink milik Elon Musk.

Akuisisi ini diumumkan 13 April 2026 dan dijadwalkan selesai pada 2027 setelah persetujuan regulator. Amazon dan Apple menandatangani perjanjian terpisah agar Project Leo menggantikan Globalstar dalam mendukung fitur satelit, termasuk untuk perangkat masa depan.

Dampak bagi Pengguna Apple

Fitur satelit seperti Emergency SOS, Messages, Find My, dan Roadside Assistance tetap gratis dan berlanjut tanpa gangguan. Greg Joswiak, SVP Marketing Apple, menyatakan kegembiraan atas kolaborasi dengan Amazon Leo untuk menjaga pengguna tetap aman di area tanpa sinyal seluler atau Wi-Fi. Ini juga membuka kemungkinan fitur baru seperti Apple Maps via satelit, foto di Messages, dan API untuk app pihak ketiga.

Belum jelas apakah biaya akan dikenakan di masa depan, tapi Apple cenderung menunda monetisasi fitur ini.

Strategi Amazon di Pasar Satelit

Dengan Globalstar, Amazon mempercepat peluncuran Project Leo untuk konektivitas direct-to-device, menyaingi Starlink. Kolaborasi lama Amazon-Apple di infrastruktur cloud makin diperkuat. Bagi pengguna di Indonesia, ini berarti potensi akses satelit lebih andal di daerah terpencil seperti Papua atau pulau-pulau kecil, meski implementasi lokal tergantung regulasi Kominfo.

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