The satcom industry is set to witness the next wave of growth, driven by growing opportunities in consumer broadband, enterprise networks, mobility and government/military services. While some of these opportunities are greenfield application use cases, most of the expected demand is part of the age-long total addressable market (TAM), which has been unreachable due to incompatibility, pricing, supply.
Does this mean the line between a retail and wholesale player is fading with upstream players competing with their own customers? Is this the right strategy for the Fixed VSAT ecosystem?
Gradual evolution of the industry will continue, now with smallsats as a significant part of it, with advancement in electric propulsion extending the usage of small satellites in GEO and beyond
Satellite capacity prices have dropped by 35 to 60 percent over the past two years, according to Northern Sky Research, with high-throughput satellites contributing to the decline.