Northern Sky Research (NSR) has cast its eye over a new scheme which brought together mega-satellite operator SpaceX along with cellular giant T-Mobile to deliver two-way connectivity between SpaceX and mobile users around the world. NSR, in a note to clients, said “this will be an innovative additional feature for the network, but also asks “how real.
Listen to NSR Principal Analyst Lluc Palerm with Analysys Mason Chief Analyst Larry Goldman, Partner Stéphane Piot and Research Director Caroline Gabriel discussing the impact of last week’s Space X and T-Mobile USA direct satellite-to-mobile-device service announcement.
While telcos have long worked with satellite providers, the scale of potential deals is changing. Lluc Palerm-Serra, analyst for NSR, an Analysys Mason company, reports the size of the deals is growing significantly. Just three to five years ago, a 100-site deployment was “massive” for backhaul. Today, some deals involve thousands of sites. “In Mexico.
T-Mobile and SpaceX announced a technology partnership to develop Direct Satellite-to-Smartphone connectivity and offer ubiquitous coverage and network resiliency. This will be an innovative additional feature for the network, but how real is this market opportunity? What are the technology enablers/challenges? Will this cannibalize telco/satellite revenues? Who is ahead in this race? While this is.
NSR’s newly released Space Traffic Study, 2nd Edition report finds that commercialization of more segments of the space value-chain is driving a rapid increase in traffic volumes. Although markets such as Earth Observation or Space Tourism still only account for 5% of the cumulative data volumes between 2021 and 2031, cloud connectivity and increased investments to downlink data.