Non-GEO players are accelerating their go-to-market strategies to penetrate different segments of the Satellite Communication markets, especially in the high volume, highly lucrative fixed VSAT segment. Starlink has already acquired 145,000+ broadband access subscribers globally under the beta plan and now has announced the service roll out plan for enterprise customers. OneWeb is also progressing.
Wave-after-Wave in this ongoing pandemic, the one element that has been greatly highlighted, is the need for robust Internet connectivity and bridging the digital divide across the globe. Remote learning, working, healthcare, conducting businesses and other key socio-economic activities have become universal and hence have exposed the still wide digital divide across regions and communities..
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?