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.
Starlink has made significant strides in the satellite industry, positioning itself as a major threat to established players. Within a short period, the company has emerged as a major market shareholder in the consumer broadband sector, achieving a subscriber base of 1.5 million users worldwide. This unprecedented growth is translating to a consistent reduction in.
Satcom Opportunity Generates $257B over 2022-32 with Satellite-Telco Integration Key to Growth with increasingly Commoditized Capacity Cambridge, MA; London, UK – June 13, 2023 – NSR’s Satellite Capacity Supply & Demand, 20th Edition (SCSD20) observe the rapid rise in LEO satellites have forever altered the satellite capacity market, shifting it from high priced wholesale centric.
The Non-GEO satcom market has been highly speculative over the past decade, especially with the upcoming constellations – Starlink, Kuiper, Telesat, OneWeb and others. But in 2020, against COVID-19 odds, the segment has transitioned to a significant level of affirmation with multiple players achieving key milestones with their developments and contract awards. Although there have.
Since then, cloud players have emerged as a key segment to watch out for in the satellite business, first through direct peering partnerships such as Azure ExpressRoute and IBM Direct Link, and more recently, through high profile dedicated business units as in the case of AWS Aerospace and Satellite Solutions and Azure Space.