India’s telecom giants Bharti Airtel and Reliance Jio, based in New Delhi and Mumbai, have announced partnerships with Elon Musk’s Starlink to expand satellite broadband services. This move marks a shift from their earlier opposition to Starlink’s entry into India, highlighting a shift from competition to collaboration.
Bharti Airtel and Reliance Jio, the leading telecom providers in India, have announced strategic partnerships with Starlink, the satellite broadband division of Elon Musk’s SpaceX. This agreement marks a significant shift in the Indian telecom landscape, as both companies had previously opposed Starlink’s entry into the Indian market.
A Shift from Opposition to Collaboration
Reliance Jio, owned by Mukesh Ambani, and Sunil Mittal’s Bharti Airtel were vocal critics of Starlink’s market entry last year. They had argued for a “level playing field,” insisting that satellite-based broadband providers should pay license fees and bid for spectrum like traditional telecom operators.
During the India Mobile Congress (IMC) 2024, Sunil Mittal supported Jio’s stance that companies like Starlink should be subject to similar regulations as telecom firms. Musk had previously expressed frustration over regulatory challenges, questioning if obtaining approvals for Starlink in India was “too much trouble.”
However, both Airtel and Jio have now reversed their positions, opting for collaboration with SpaceX instead of competition.
New Partnerships and Their Impact
Reliance Jio and SpaceX will jointly explore ways to integrate Starlink’s satellite broadband with Jio’s extensive telecom network, ensuring better connectivity, particularly in remote regions of India. Similarly, Bharti Airtel’s collaboration with SpaceX aims to expand its service offerings by leveraging Starlink’s low Earth orbit satellite technology.
Gopal Vittal, Managing Director and Vice Chairman of Airtel, called this partnership a “significant milestone” in advancing next-generation satellite connectivity.
The Role of Government and Market Competition
The timing of these agreements follows Prime Minister Narendra Modi’s visit to the United States, where he met with Elon Musk. This meeting appears to have played a role in clearing regulatory hurdles for Starlink in India.
In an industry dominated by Airtel and Jio, these partnerships indicate a shift in strategy, where competition gives way to strategic alliances. Critics argue that in a largely duopolistic market, partnerships with potential rivals may become the norm rather than the exception.
As India moves toward wider internet accessibility, these collaborations could reshape the country’s broadband landscape, making high-speed connectivity available even in the most remote areas.