Seoul Economic Daily EnglishCodex · 实盘不做把握 7/10
北京时间·🕒 发布 10:35:44时区推断·⟳ 抓取 11:00:54·⚡ 决策 07-21 11:11:00 +10m06s·98.2 天前
大韩航空与韩亚航空将把机上Wi-Fi切换至Starlink并免费提供
大韩航空和韩亚航空计划到2027年底全机队安装Starlink，但Starlink/SpaceX未上市，直接供货受益方不可交易。
📄 原文Seoul Economic Daily English↗ 原文
Merged Korean Air to Offer Free Wi-Fi via Starlink
Korean Air and Asiana Airlines have begun switching to Starlink, the satellite internet service operated by U.S.-based…
不做 Korean Air（003490.KS）
Starlink切换是服务体验升级，免费提供可能增加成本且未披露采购金额或利润增量；直接受益方SpaceX不可交易。
不做 Asiana Airlines（020560.KS）
事件对韩亚航空短期收入利润方向不清，且并购整合背景下无法形成明确同向交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-21 · 扩散 low · price-in 风险 medium ↗
关键理由
- 大韩航空和韩亚航空计划到2027年底全机队安装Starlink，但Starlink/SpaceX未上市，直接供货受益方不可交易。
- 对大韩航空和韩亚航空而言，免费机上Wi-Fi更偏服务体验改善和成本投入，短期收入利润增量不清。
主要风险
- 若披露Starlink采购金额、成本节约或票价/客座率提升数据，航空公司影响量级可能需要重估。
原文全文
展开原文 · 2,242 字
Korean Air and Asiana Airlines have begun switching to Starlink, the satellite internet service operated by U.S.-based SpaceX. In line with launching as a merged carrier this December, the airlines plan to offer Starlink to customers for free in the air to boost satisfaction.
According to the aviation industry on the 21st, Korean Air (003490) has been installing Starlink's in-flight Wi-Fi system on its A350-900 mid-to-large aircraft since the 8th.
Korean Air owns three A350-900 aircraft, which are deployed on major routes including Toronto, Canada; Rome, Italy; and Osaka, Japan. Korean Air will later proceed with in-flight Wi-Fi installation on aircraft such as the B777-300ER and B787-9.
Asiana Airlines (020560), which faces integration with Korean Air this December, also began Starlink replacement work on the 18th. It is replacing in-flight Wi-Fi systems starting with 15 A350-900 aircraft and plans to expand the scope to models such as the B777 and A380.
The two companies plan to install Starlink on all aircraft by the end of 2027 to provide in-flight Wi-Fi service. The group's low-cost carrier (LCC) affiliates Jin Air (272450), Air Busan and Air Seoul will begin replacement work within the third quarter.
Starlink is a service that provides broadband internet based on low-orbit communication satellites at an altitude of about 550 kilometers. Using more than 8,000 low-orbit satellites, it can transmit and receive data at speeds of up to 500 Mbps. In the cabin, passengers can not only send and receive messages but also perform tasks requiring large amounts of data, such as over-the-top (OTT) streaming, gaming and shopping.
Korean Air and Asiana have decided to provide the Starlink in-flight internet service to passengers for free. Under the existing system, Korean Air charged 10.95 dollars (about 16,000 won) for two hours and 20.95 dollars (about 31,000 won) for the entire flight duration to use in-flight internet on long-haul routes. The merged Korean Air expects this will help raise passenger service satisfaction in the early stages of its launch.
"We plan to officially announce the exact service start date later, following a period of service stabilization and other steps," a Korean Air official said.
According to the aviation industry on the 21st, Korean Air (003490) has been installing Starlink's in-flight Wi-Fi system on its A350-900 mid-to-large aircraft since the 8th.
Korean Air owns three A350-900 aircraft, which are deployed on major routes including Toronto, Canada; Rome, Italy; and Osaka, Japan. Korean Air will later proceed with in-flight Wi-Fi installation on aircraft such as the B777-300ER and B787-9.
Asiana Airlines (020560), which faces integration with Korean Air this December, also began Starlink replacement work on the 18th. It is replacing in-flight Wi-Fi systems starting with 15 A350-900 aircraft and plans to expand the scope to models such as the B777 and A380.
The two companies plan to install Starlink on all aircraft by the end of 2027 to provide in-flight Wi-Fi service. The group's low-cost carrier (LCC) affiliates Jin Air (272450), Air Busan and Air Seoul will begin replacement work within the third quarter.
Starlink is a service that provides broadband internet based on low-orbit communication satellites at an altitude of about 550 kilometers. Using more than 8,000 low-orbit satellites, it can transmit and receive data at speeds of up to 500 Mbps. In the cabin, passengers can not only send and receive messages but also perform tasks requiring large amounts of data, such as over-the-top (OTT) streaming, gaming and shopping.
Korean Air and Asiana have decided to provide the Starlink in-flight internet service to passengers for free. Under the existing system, Korean Air charged 10.95 dollars (about 16,000 won) for two hours and 20.95 dollars (about 31,000 won) for the entire flight duration to use in-flight internet on long-haul routes. The merged Korean Air expects this will help raise passenger service satisfaction in the early stages of its launch.
"We plan to officially announce the exact service start date later, following a period of service stabilization and other steps," a Korean Air official said.
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