AST SpaceMobile Inc. (ASTS) announced Tuesday that it's adding two new manufacturing facilities to its growing network of satellite production sites, with expansions in both Texas and Florida. If you're building a constellation of enormous satellites to provide cellular service from space, apparently you need a lot of factory space.
Manufacturing Footprint Goes Nationwide
Texas remains the company's manufacturing heartland, now hosting five facilities total. The newest addition is in Midland, where AST builds its BlueBird satellites from raw materials all the way through to finished spacecraft ready for launch. The entire operation is backed by 3,800 U.S. patents and pending claims, which is either impressive intellectual property protection or a sign of how complex this whole "cellular towers in space" thing actually is.
Beyond Texas, AST SpaceMobile maintains a facility in Maryland and has now opened a new site in Homestead, Florida. The Florida expansion gives the company a footprint in another business-friendly state while boosting overall production capacity. When you're trying to launch satellites on a regular cadence, having multiple facilities apparently helps avoid bottlenecks.
Next-Generation BlueBird Satellites Pack Serious Tech
Here's where things get interesting. AST SpaceMobile's next-generation BlueBird satellites aren't your typical orbital hardware. These spacecraft feature the largest phased-array antennas ever built at 2,400 square feet, along with custom power systems and the company's proprietary AST5000 ASIC chip.
The upgrades deliver up to 10 times the bandwidth of current BlueBird satellites, supporting peak data speeds of 120 Mbps for voice, broadband, and video. That's actual usable internet from space directly to regular smartphones, no special equipment needed.
The company has lined up partnerships with AT&T Inc. (T), Verizon Communications Inc. (VZ), American Tower Corporation (AMT), and Alphabet Inc.'s (GOOG) (GOOGL) Google to deploy a global network delivering direct cellular broadband to smartphones. That's basically a who's who of U.S. telecom infrastructure, which suggests the technology is being taken seriously by the industry.
Last week, AST SpaceMobile disclosed that its U.S.-licensed BlueBird 6 satellite is set to launch on December 15 from the Satish Dhawan Space Center in India. The company is clearly moving from proof-of-concept into actual deployment mode.
Building Satellites Faster, At Home
Abel Avellan, Founder, Chairman, and CEO of AST SpaceMobile, framed the expansion in terms of both capacity and national manufacturing priorities. "As we accelerate production of our next-generation BlueBird satellites, the expansion allows us to increase capacity, strengthen our supply chain, and bring even more high-technology manufacturing work back to the United States," he said.
"This is about building more satellites, faster – and doing it right here at home so we can deliver on our mission to close the connectivity gaps and deliver cellular broadband where it is needed the most."
Translation: AST needs to build a lot of these satellites to make the business model work, and they're betting on U.S. manufacturing to get there. Whether that's driven by economics, regulatory requirements, or strategic preference, the result is the same—more satellite factories in Texas and Florida.
Price Action: ASTS shares were trading lower by 0.44% to $54.76 at last check Tuesday.