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.
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.
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.
Connectivity Business: Enhanced revenue opportunities urge satellite to gauge new software and technology
The rate of technological change in connectivity including software-defined satellite is picking up, suggesting that adaptation points to revenue growth over the long term. The reduced costs of launch represent a key factor in the trend of increasing technology as reusable launch vehicles, NSR commented on these developments..