Unlike technically proven (FSS-band) LEO-HTS satcom constellations requiring communication terminals, these new initiatives aim to deliver on the promise of direct satellite-to-regular-handset communications through cellular and MSS spectrum in areas unreachable by existing cell towers. Yet, architectural facets drive a wide set of capabilities ranging from asynchronous emergency texting to continuous voice and broadband data connectivity.
Over the past couple of decades, vehicles have become smartphones on wheels, with an increasing number of electronic components, chipsets, and devices being connected to a vehicle at any given time. With the advent of electric vehicles, this trend is becoming even more apparent, with what are effectively software-defined cars coming off production lines at.
2021 saw a continuation of industry-wide transition in the satellite communications market, with the COVID-19 pandemic accelerating or worsening key industry trends. Most of NSR’s guidance for the satcom market persisted through the year, and some are set to accelerate in 2022. These trends include uneven growth across various verticals, vertical integration and horizontal consolidation,.
With 5 players racing to launch their LEO/MEO fleets in SpaceX, OneWeb, SES, Amazon and Telesat, and with first 4 committing financially, the satcom world is finally acknowledging the Non-GEO shift.
NSR previously identified the pivot of Land Mobile from narrowband revenues to broadband revenues. With massive bandwidth requirements (and potentially terabytes of data) due to highly sophisticated software systems, Connected Cars are one component of this new revenue growth, and with a huge addressable market, it’s no wonder satellite operators, ground equipment manufacturers and service.