8.9bn worldwide cellular subscriptions already and continues to increase. Very speculative but I believe 60% of those customers could end up utilising starlink infrastructure, even if not directly, via their existing providers. I just don’t see any of their competitors really getting close for the foreseeable, but I hope I’m wrong.
Good question. That sounds like a lot but is probably on the low side, given that the number of connected devices and plans will drastically increase.