
Starlink 用户规模四年增长约 4 倍,但单用户收入持续下滑

ChainCatcher 消息,据 The Information 报道,Starlink 2025 年全球用户数已增至约 780 万,相比 2021 年实现大幅增长。不过,其平均月度单用户收入(ARPU)同期下降约 18%,反映出公司正通过更低价格与大规模扩张抢占全球市场。
报道称,Starlink 当前增长主要来自新兴市场及低价套餐扩张,包括非洲、拉美与亚洲部分地区。与此同时,企业与航空、海事等高利润业务虽然仍在增长,但占整体收入比例有限。
分析认为,Starlink 正从“高端卫星互联网服务”逐步转向更大众化的全球宽带网络,通过规模扩张摊薄发射与卫星部署成本,并进一步强化 Elon Musk 在全球通信基础设施领域的影响力。
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