So back to our original question, why are stakeholders in the GEO camp in Asia welcoming the upcoming mess and chaos?
Lynk Global, a Falls Church, Virginia-based startup that aims to connect its satellites to cell phones to provide cellular service in remote areas, signed a deal with BICS, a wholesale provider of cellular voice and data services. Northern Sky Research (NSR) recently predicted that the direct satellite-to-device market has the potential to generate $66.8 billion.
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.
DTH services apart (which are a declining market due to IP-Video trends) and GPS aside, satellite has never been able to reach the masses. In fact, satellite requires very specific equipment, know-how, etc. and, honestly, does not offer the convenience level of terrestrial alternatives. But the inclusion of Non-Terrestrial Networks in the definition of the 5G waveform and initiatives like AST.
Direct satellite connectivity to Mobile, at affordable prices, has been one of the moonshot objectives of the industry for many years. Leveraging the advances in 5G, multiple projects are pursuing this vision, attracting huge levels of interest in its way (AST & Science going public through a SPAC valuing the company at $1.8B). But what.