Satellite Mobility

Overview

Connecting planes, ships and vehicles on the move is the growth opportunity underlying most geostationary (GEO) satellite investment plans today. Starlink, SES’s mPower, Eutelsat’s OneWeb, Amazon Kuiper and others are also relying on connectivity on the move as a building block for success. This programme explores the dynamics of legacy ecosystems being confronted with transformative non-geostationary orbit (NGSO) offerings.

Themes

Multi-orbit architecture. Players are adopting multi-orbit technology to optimise cost, throughput and latency.
In flight connectivity. NGSO systems could transform aviation connectivity by enabling free Wi-Fi, enhancing passenger experiences and offering airlines competitive advantages.
Connected vehicles. Developments in satellite terminal technology and the inclusion of non-terrestrial networks (NTN) in the 3GPP standard will open a satellite-connected vehicle market opportunity worth USD8 billion in the next decade.

Questions answered

How big is the revenue opportunity?
Has Starlink already won the competition for maritime low-Earth orbit (LEO) connectivity and is there room for multiple LEO providers?
Can service providers survive (and thrive) without owning assets in space?
Which business models are winning the connected passenger experience?
Where are the greenfield opportunities for satellite connectivity on the move?