Analysts Predict SpaceX Will Acquire an Operator and Apple to Launch iPhone 6G with Initial 6G Networks

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FDM CCS Insight forecasts that by 2030 SpaceX may acquire Veon Group, Apple will pioneer 6G smartphones at commercial launch, and European telecom markets such as Germany will see further consolidation.

The analysis firm FDM CCS Insight has unveiled its annual set of 100 predictions for the telecommunications sector looking towards 2027 and beyond, revealing several notable forecasts affecting satellite, mobile networks, and device markets.

Among the most eye-catching is the expectation that by 2030, SpaceX will acquire Veon Group, which currently stands as the largest operator customer of its Starlink satellite internet service. However, the firm also predicts SpaceX will fail to secure mobile satellite spectrum in the European Union’s 2027 allocation. That same year, the EU is expected to endorse a third satellite ecosystem built around Elveo and SES to compete with initiatives like Starlink and AST SpaceMobile, indicating a multipolar satellite market.

In mobile network developments, analysts see Apple positioning itself differently than in prior generation network rollouts. Although Apple was late to adopt 3G and 5G technologies, FDM CCS Insight predicts that the tech giant will introduce an iPhone 6G model concurrently with the first commercial 6G network launches, anticipated as early as 2029. This shift is attributed to Apple’s current in-house mobile modem production, potentially speeding its integration of new standards.

Looking at mobile operators, Europe may witness further consolidation. Following mergers in Spain, the UK, and France, the firm forecasts Germany’s 1&1 will be acquired by a rival in 2027, with Telefónica considered a probable buyer. Additionally, Digi Communications is expected to expand into three new European markets by 2028.

Regarding devices, predictions include a decline in sales of ordinary Ray-Ban Wayfarer sunglasses by 2027 due to consumer concerns about mistaken identity with smart glasses, stricter EU regulations in 2028 requiring “camera in use” indicators on AI-enabled wearable devices, and approval of smart contact lenses by 2031.

The report also highlights a transformation in smartphone markets characterized by longer device lifecycles and more circular ownership models, driven partly by rising industry costs. This will likely eliminate the low-cost smartphone segment (under $150) in major Western markets by 2028.

FDM CCS Insight claims nearly half of its predictions from the past 13 years have come true, signaling a credible outlook. These forecasts suggest significant shifts in satellite communications, network technologies, device innovation, and market structures within the next few years.