{"id":28395,"date":"2026-10-23T09:02:25","date_gmt":"2026-10-23T02:02:25","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=28395"},"modified":"2026-10-23T09:02:25","modified_gmt":"2026-10-23T02:02:25","slug":"spacex-incar-80000-menara-seluler-starlink","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/","title":{"rendered":"SpaceX Incar 80.000 Menara Seluler untuk Ekspansi Starlink"},"content":{"rendered":"<p><b><\/b><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=SPCX&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DSPCX\"><b>SpaceX (SPCX)<\/b><\/a><span style=\"font-weight: 400;\"> dikabarkan sedang menjajaki kesepakatan untuk mendapatkan akses ke sedikitnya 80.000 lokasi menara seluler di seluruh Amerika Serikat.<\/span><span style=\"font-weight: 400;\"> Langkah tersebut menjadi bagian dari rencana perusahaan milik Elon Musk untuk membangun jaringan nirkabel nasional yang menggabungkan infrastruktur seluler darat dengan layanan satelit Starlink.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut laporan Bloomberg pada Kamis, 22 Oktober 2026, SpaceX telah melakukan pembicaraan dengan sejumlah perusahaan infrastruktur telekomunikasi besar, termasuk Crown Castle. Kesepakatan potensial tersebut diperkirakan dapat bernilai miliaran dolar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Rencana ini dapat membuka jalan bagi SpaceX untuk menjadi operator seluler nasional keempat di AS, bersaing dengan<\/span> <a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=T&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DT\"><b>AT&amp;T (T)<\/b><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=VZ&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DVZ\"><b>Verizon (VZ)<\/b><\/a><span style=\"font-weight: 400;\">, dan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=TMUS&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DTMUS\"><b>T-Mobile (TMUS)<\/b><\/a><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">Namun, pembicaraan masih berlangsung dan belum ada pengumuman mengenai perjanjian final maupun jadwal peluncuran layanan.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/#SpaceX_Negosiasikan_Akses_ke_80000_Menara_Seluler\" >SpaceX Negosiasikan Akses ke 80.000 Menara Seluler<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/#Starlink_Mobile_Gabungkan_Satelit_dan_Jaringan_Darat\" >Starlink Mobile Gabungkan Satelit dan Jaringan Darat<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/#Biaya_Jaringan_Diperkirakan_Lebih_dari_US80_Miliar\" >Biaya Jaringan Diperkirakan Lebih dari US$80 Miliar<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/#Persaingan_Telekomunikasi_AS_Berpotensi_Berubah\" >Persaingan Telekomunikasi AS Berpotensi Berubah<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nanovest.io/blog\/berita\/spacex-incar-80000-menara-seluler-starlink-28395\/#Dari_Luar_Angkasa_ke_Menara_Seluler_Pantau_Langkah_SpaceX\" >Dari Luar Angkasa ke Menara Seluler, Pantau Langkah SpaceX<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"SpaceX_Negosiasikan_Akses_ke_80000_Menara_Seluler\"><\/span><b>SpaceX Negosiasikan Akses ke 80.000 Menara Seluler<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">SpaceX tengah berupaya mengamankan akses ke sedikitnya 80.000 lokasi menara seluler di AS untuk mendukung pembangunan jaringan telekomunikasi berbasis darat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jumlah tersebut setara dengan sekitar separuh dari 158.500 menara seluler khusus yang beroperasi di AS pada 2025, berdasarkan data Wireless Infrastructure Association yang dikutip Reuters.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SpaceX dilaporkan telah melakukan pembicaraan dengan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=CCI&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DCCI\"><b>Crown Castle (CCI)<\/b><\/a><span style=\"font-weight: 400;\">, salah satu perusahaan pemilik infrastruktur menara telekomunikasi terbesar di AS.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Crown Castle mengoperasikan sekitar 40.000 menara seluler, sementara American Tower memiliki sekitar 42.000 lokasi di AS. Perusahaan swasta Vertical Bridge juga mengelola sekitar 18.000 lokasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam konferensi laporan keuangan pada Rabu, CEO Crown Castle Christian Hillabrant mengonfirmasi bahwa perusahaannya berkomunikasi dengan berbagai penyedia telekomunikasi berbasis satelit. Namun, ia tidak memberikan rincian mengenai negosiasi atau pelanggan tertentu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SpaceX, American Tower, dan Vertical Bridge juga belum memberikan konfirmasi mengenai kesepakatan yang sedang dibahas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Akses ke lokasi menara menjadi komponen penting dalam strategi SpaceX karena jaringan seluler membutuhkan antena berbasis darat untuk menyediakan konektivitas yang konsisten, terutama di kawasan perkotaan dan wilayah dengan kepadatan pengguna tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Operator seperti AT&amp;T, Verizon, dan T-Mobile umumnya menyewa ruang pada menara milik perusahaan infrastruktur. Model tersebut memungkinkan mereka memperluas jangkauan tanpa harus membangun dan mengelola seluruh menara secara langsung.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SpaceX diperkirakan akan menggunakan pendekatan serupa untuk melengkapi jaringan satelit Starlink yang sudah dimilikinya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, akses ke lokasi menara belum berarti seluruh jaringan siap digunakan. SpaceX masih membutuhkan pemasangan peralatan, integrasi sistem, serta pengembangan kapasitas jaringan untuk melayani pengguna secara komersial.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Starlink_Mobile_Gabungkan_Satelit_dan_Jaringan_Darat\"><\/span><b>Starlink Mobile Gabungkan Satelit dan Jaringan Darat<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Rencana ekspansi tersebut mengikuti sejumlah perkembangan penting dalam bisnis telekomunikasi SpaceX.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan baru-baru ini mengakuisisi spektrum frekuensi pita rendah atau <\/span><i><span style=\"font-weight: 400;\">low-band spectrum<\/span><\/i><span style=\"font-weight: 400;\"> yang dapat digunakan untuk mendukung pengembangan layanan seluler.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Spektrum frekuensi rendah memiliki karakteristik jangkauan geografis yang luas dan kemampuan penetrasi sinyal ke dalam bangunan yang relatif lebih baik dibandingkan frekuensi lebih tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Selain itu, Federal Communications Commission (FCC) telah memberikan persetujuan kepada SpaceX untuk meluncurkan 15.000 satelit yang dirancang mendukung konektivitas seluler langsung ke ponsel.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Teknologi tersebut menjadi bagian dari pengembangan Starlink Mobile, yang ditargetkan dapat menggabungkan layanan komunikasi satelit dengan jaringan seluler konvensional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan model ini, satelit dapat membantu menyediakan konektivitas di wilayah yang sulit dijangkau infrastruktur darat, sementara menara seluler mendukung kapasitas dan kualitas jaringan di kawasan yang lebih padat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SpaceX juga sebelumnya menyampaikan rencana menggunakan perangkat internet rumah Starlink untuk memancarkan sinyal seluler di sekitar lokasi pelanggan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, menurut perusahaan riset MoffettNathanson yang dikutip Bloomberg, lokasi pelanggan internet rumah belum tentu sesuai dengan kebutuhan distribusi menara untuk menyediakan cakupan seluler yang konsisten.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Karena itu, penggunaan menara telekomunikasi khusus tetap menjadi bagian penting dalam pembangunan jaringan nasional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Strategi ini menunjukkan bahwa SpaceX tidak hanya berupaya memperluas cakupan internet satelit, tetapi juga mengembangkan infrastruktur yang diperlukan untuk menyediakan layanan seluler secara lebih menyeluruh.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, keberhasilan integrasi jaringan satelit dan darat masih bergantung pada pembangunan infrastruktur, kesiapan perangkat, serta persyaratan regulasi yang berlaku.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Biaya_Jaringan_Diperkirakan_Lebih_dari_US80_Miliar\"><\/span><b>Biaya Jaringan Diperkirakan Lebih dari US$80 Miliar<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Membangun operator seluler nasional membutuhkan investasi besar, terutama untuk penyewaan lokasi menara, pemasangan antena, peralatan jaringan, dan integrasi infrastruktur.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut estimasi TD Cowen yang dikutip Reuters, pembangunan jaringan terestrial nasional dapat menelan biaya <\/span><b>l<\/b><span style=\"font-weight: 400;\">ebih dari US$80 miliar dan membutuhkan waktu bertahun-tahun untuk diselesaikan.<\/span><span style=\"font-weight: 400;\"> Angka tersebut merupakan estimasi biaya pembangunan jaringan, bukan nilai investasi yang telah diumumkan secara resmi oleh SpaceX.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Selain biaya infrastruktur, perusahaan juga perlu mengembangkan sistem operasional yang mampu mendukung layanan komunikasi seluler dalam skala nasional. Di sisi lain, potensi kesepakatan dengan SpaceX dapat membuka sumber pendapatan baru bagi perusahaan pemilik menara telekomunikasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan kebutuhan hingga 80.000 lokasi, penyewaan infrastruktur berpotensi menghasilkan kontrak bernilai miliaran dolar bagi perusahaan seperti Crown Castle dan penyedia menara lainnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pasar saham mulai merespons perkembangan tersebut. Menurut Investing.com, saham Crown Castle melonjak hampir 10% dalam perdagangan setelah jam bursa pada Kamis, sementara saham SpaceX menguat sekitar 1%.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebaliknya, Reuters melaporkan saham operator telekomunikasi AT&amp;T, Verizon, dan T-Mobile turun sekitar 4,2% hingga 5% dalam perdagangan setelah jam bursa.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pergerakan tersebut terjadi setelah laporan mengenai rencana ekspansi SpaceX, meskipun realisasi jaringan dan dampaknya terhadap pangsa pasar operator masih belum dapat dipastikan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi perusahaan pemilik menara, ekspansi SpaceX dapat menciptakan permintaan infrastruktur baru. Sementara bagi operator seluler yang sudah beroperasi, kehadiran pesaing nasional berpotensi meningkatkan tekanan kompetisi dalam jangka panjang.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Persaingan_Telekomunikasi_AS_Berpotensi_Berubah\"><\/span><b>Persaingan Telekomunikasi AS Berpotensi Berubah<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Jika berhasil membangun jaringan nasional, SpaceX berpotensi memasuki pasar yang selama ini didominasi oleh tiga operator besar, yaitu AT&amp;T, Verizon, dan T-Mobile. Berbeda dari operator konvensional, SpaceX memiliki jaringan satelit Starlink yang dapat menjadi pelengkap infrastruktur seluler darat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kombinasi tersebut dapat memberikan pendekatan berbeda dalam memperluas cakupan layanan, terutama pada wilayah yang belum memiliki infrastruktur telekomunikasi memadai.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, pembangunan jaringan nasional tidak hanya ditentukan oleh ketersediaan satelit dan menara. SpaceX masih perlu memenuhi kebutuhan investasi, mengembangkan kapasitas jaringan, dan memastikan kualitas layanan dapat bersaing dengan operator yang sudah memiliki basis pelanggan besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hingga saat ini, rencana akses ke 80.000 lokasi menara masih berada pada tahap negosiasi. Belum ada kepastian mengenai jumlah lokasi yang akhirnya disewa, biaya kontrak, maupun waktu peluncuran jaringan secara komersial.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor yang mengikuti saham SpaceX (SPCX), perkembangan berikutnya mencakup hasil negosiasi dengan penyedia menara, realisasi pembangunan jaringan darat, serta penerapan layanan Starlink Mobile. Perkembangan tersebut juga relevan bagi investor saham telekomunikasi AS, termasuk Crown Castle (CCI), American Tower (AMT), AT&amp;T (T), Verizon (VZ), dan T-Mobile (TMUS).<\/span><\/p>\n<div style=\"background: linear-gradient(135deg,#19233F 0%,#292967 100%); border-radius: 20px; padding: 28px 24px; margin: 32px 0; box-sizing: border-box; text-align: left;\">\n<div style=\"display: inline-block; background: #303A59; border: 1px solid #56617D; border-radius: 999px; padding: 7px 14px; margin-bottom: 16px; color: #eaf0ff; font-size: 13px; font-weight: bold; line-height: 1.4;\">\ud83d\udce1 Saham AS &amp; Industri Telekomunikasi<\/div>\n<h3 style=\"margin: 0 0 12px; color: #ffffff; font-size: 22px; line-height: 1.35; font-weight: 800;\"><span class=\"ez-toc-section\" id=\"Dari_Luar_Angkasa_ke_Menara_Seluler_Pantau_Langkah_SpaceX\"><\/span>Dari Luar Angkasa ke Menara Seluler, Pantau Langkah SpaceX<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"margin: 0 0 24px; color: #dce2f5; font-size: 15px; line-height: 1.7;\">Pantau saham AS melalui Nanovest dan ikuti kabar teknologi, ekspansi bisnis, serta pergerakan Wall Street di News &amp; Artikel Tips Nanovest.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; gap: 12px; align-items: center;\">\n<p><a style=\"display: inline-block; background: #7C3AED; color: #ffffff; text-decoration: none; font-size: 14px; font-weight: bold; padding: 12px 19px; border-radius: 9px; text-align: center; line-height: 1.5;\" href=\"https:\/\/www.nanovest.io\/\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi Saham AS di Nanovest \u2192<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-block; background: #FFFFFF; color: #292967; text-decoration: none; font-size: 14px; font-weight: bold; padding: 12px 19px; border-radius: 9px; text-align: center; line-height: 1.5;\" href=\"https:\/\/www.nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"margin: 20px 0 0; color: #b8c2dd; font-size: 11px; line-height: 1.6;\">Investasi memiliki risiko, termasuk potensi kehilangan modal. Informasi ini bukan rekomendasi membeli atau menjual aset tertentu. Pelajari fundamental perusahaan dan sesuaikan keputusan investasi dengan profil risikomu.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SpaceX (SPCX) dikabarkan sedang menjajaki kesepakatan untuk mendapatkan akses ke sedikitnya 80.000 lokasi menara seluler di seluruh Amerika Serikat. Langkah tersebut menjadi bagian dari rencana perusahaan milik Elon Musk untuk membangun jaringan nirkabel nasional yang menggabungkan infrastruktur seluler darat dengan layanan satelit Starlink. Menurut laporan Bloomberg pada Kamis, 22 Oktober 2026, SpaceX telah melakukan pembicaraan<\/p>\n","protected":false},"author":35,"featured_media":28396,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,39],"tags":[74,28,52,521,29],"class_list":["post-28395","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-saham-amerika","tag-saham-as","tag-spacex","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"SpaceX bidik akses ke 80.000 menara seluler di AS untuk kembangkan Starlink Mobile. 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