Opportunities and Challenges for Software-Defined Satellites

Flexibility is the greatest driver in the satellite industry. From manufacturing to launch, in-orbit to on-the-ground operation, flexible technologies, pricing, and solutions offer diversity and increase the playing field for competition. Yet, more does not always mean better, and the pace and necessity of flexibility can differ widely from market to market, customer to customer.

How Flexible is the GEO Satellite Market?

Software-defined satellites are a growing trend in the satellite industry, especially in GEO. With SES-17’s successful launch two weeks ago, and Eutelsat Quantum as well back in July, the industry is seeing more fully-flexible satellites in orbit.

Satellite Evolution Group: Software-defined satellite trend triggers US$86.9 billion revenue opportunity

NSR’s new report Software-Defined Satellites (SDS), launched today, sees growing satellite flexibility requirements trigger an US$86.9 billion cumulative revenue opportunity by decade’s end. Non-GEO- HTS constellation satellites will lead uptake with 95 percent demonstrating full or partial flexibility as software-defined platforms by 2030. However, operator hesitancy sees only 70 percent of GEO satellite orders to.

(How?) Can Maritime SATCOM Defy the “Verticalization Trend”

The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there defensible corners of the satellite communications sectors that are immune from the on-going collapse of the value-chain by satellite operators? Can service providers survive the rapidly changing technology landscape of LEO.