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Satellite Market Perspectives

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Manage episode 473167165 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The arrival of Low Earth Orbit (LEO) satellite capabilities is changing broadband market dynamics as it increases capacity and improves performance. Mau Rodriguez joins host Eric Hanselman to discuss where displacement is taking place and the potential for new market entrants. The Geosynchronous satellite services that had been the backbone of remote connectivity have capacity, but come along with relatively high latency in data delivery. They’re orbiting at tens of thousands of miles, which is very long signal path, when compared to LEO satellites at around 500 miles.

The broadband market is dominated by terrestrial technologies, with cable leading the installed base and fiber growing rapidly. The subscriber cost for satellite is far higher, but the deployment cost can be much lower than that required for remote locations. While Starlink dominates this market, AWS aims to compete with its Project Kuiper plans. It just needs to get a lot of satellites launched, first.

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Credits:

  • Host/Author: Eric Hanselman
  • Guest: Mau Rodriguez
  • Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan
  • Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
  continue reading

102 episodes

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Satellite Market Perspectives

Next in Tech

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Manage episode 473167165 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The arrival of Low Earth Orbit (LEO) satellite capabilities is changing broadband market dynamics as it increases capacity and improves performance. Mau Rodriguez joins host Eric Hanselman to discuss where displacement is taking place and the potential for new market entrants. The Geosynchronous satellite services that had been the backbone of remote connectivity have capacity, but come along with relatively high latency in data delivery. They’re orbiting at tens of thousands of miles, which is very long signal path, when compared to LEO satellites at around 500 miles.

The broadband market is dominated by terrestrial technologies, with cable leading the installed base and fiber growing rapidly. The subscriber cost for satellite is far higher, but the deployment cost can be much lower than that required for remote locations. While Starlink dominates this market, AWS aims to compete with its Project Kuiper plans. It just needs to get a lot of satellites launched, first.

More S&P Global Content:

Credits:

  • Host/Author: Eric Hanselman
  • Guest: Mau Rodriguez
  • Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan
  • Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
  continue reading

102 episodes

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