It is now a widely held belief that Elon Musk’s SpaceX/Starlink is the biggest threat to satellite industry incumbents and in a few short years, Jeff Bezos’ Amazon Kuiper. The threat is not isolated to the space and satellite industries. Telcos/MNOs and cloud industry players are likewise worried that these two players, indeed two key.
Telecommunication (Telco) companies have traditionally focused on expanding terrestrial infrastructure such as fiber and cellular networks to address the growing demand for connectivity across regions. The trend is changing rapidly as Telco players are increasingly integrating Satellite Communication (Satcom) solutions in their networks to extend coverage and diversify services. The key driver for this shift.
The Satellite Connectivity industry is undergoing a major transformation with the emergence of Non-GEO constellation players.
Will Starlink experience the same success as O3b has, and more importantly, will mobility become the cornerstone of Starlink’s profitability strategy?
Satellite operators are at a crossroads due to a rapid revolution in satellite capacity provisioning worldwide. The satellite capacity industry was originally dominated by recurring, high-margin video applications, but its focus has now shifted to high-growth, data-centric services. A range of fixed and mobile data applications now dominate the growth story via numerous capacity types, orbits and ultimately, business.