© Euroconsult 2019 All rights reservedDetailed analysis of market trends and capacity forecasts of 6 market segments: Video distribution & contribution, Cellular Backhaul & Trunking,

© Euroconsult 2019 – All rights reserved


Euroconsult, the world’s leading authority on space and satellite-based applications, released its flagshipresearch, which predicts the satellite communications market will grow to $19.4 billion by 2028. Following adecline that began in 2014, the research forecasts a return to revenue growth beginning in 2020, driven bydemand for broadband applications, including rural connectivity, in-flight communications, as well as cellularbackhaul.

“A confluence of market and technology forces have contributed to a period of great turbulence in the satellite industry,” said Nathan de Ruiter, Managing Director of Euroconsult Canada and Editor of the Research. Traffic over satellite continued to increase to nearly 1.3 Tbps in 2018, however, this did not drive revenue growth because of reductions in capacity pricing across all regions. “While headwinds continue to persist in 2019, it is encouraging that our findings point to a return to revenue growth next year”.

The satellite communications market is heading towards an inflection point in 2021, where wholesale revenue for voice & data applications will equal traditional broadcast revenues. Post 2022, the satcom market should enter an era of market expansion, driven by anticipated demand elasticity in price-sensitive verticals, such as consumer broadband access, Wi-Fi hotspots, inflight connectivity and cellular backhaul. The research examines the forces impacting the satellite industry in recent years including changes to business models, user requirements, technologies and the competitive landscape. New to this year’s edition of the Satellite Connectivity and Video Markets Survey, the report differentiates between traffic flowing over geostationary (GEO) satellites versus Low Earth Orbit (LEO) constellations and it includes market intelligence on capacity pricing and impact on revenues for each class of service. Findings are illustrated by insightful infographics for a quick snapshot of how market forces are changing and forecast growth trends.

SATELLITE COMMUNICATIONS MARKET FORECAST SUMMARY


ABOUT SATELLITE CONNECTIVITY AND VIDEO MARKETS

SURVEYPREVIOUSLY SATELLITE COMMUNICATION & BROADCASTING MARKETS SURVEY

This comprehensive market survey is an essential tool for business planning and investment decisions. Inaddition to an examination of strategic issues, it breaks down forecasts by region, orbit class, andapplications. It includes in-depth analyses of six market segments, 13 regions worldwide, and quantifies dataon the past five years for historical trends as well as projections for the coming ten years.

A MUST READ FOR:

✓ Administrations & Space Agencies

✓ Satellite & Equipment Manufacturers

✓ Satellite Operators

✓ Launch Service Providers

✓ Investors & Financial Institutions

EXTENSIVE FIGURES & ANALYSIS FOR THE COMING DECADE

All Euroconsult reports have, at their core, data derived from over 30 years oftracking all levels of the satellite/space value chain. To this we add dozens ofdedicated industry interviews each year, along with the continual refinement ofour data models, and the collection and interpretation of company pressreleases and financial filings. Our consultants have decades of experienceinterpreting and analyzing our proprietary databases in light of the broadervalue chain.

When you purchase research from Euroconsult, you receive thousands of datapoints and the expert interpretation of what this means for specific verticalsand sectors of the satellite value chain, including forecasts based on years ofdata and highly refined models.

This report contains Extensive Excel budget database, with thousands of datapoints, covering annual space budgets from 1990 to 2028.

THE REPORT INCLUDES:

✓ Strategic issues and forecast containing market drivers, structural changes and consolidated forecasts of the FSS market

✓ Application analysis and forecasts

✓ 13 world regions: North America, Latin America, Western Europe, Central Eastern Europe, Russia/CIS, Middle East & North Africa, Sub Saharan Africa, South Asia, North East Asia, China area, South East Asia, Oceania

✓ Extensive Excel database, with thousands of data points

✓ Two time periods of reference: 2009-2018 for historical trends and 2019-2028 for forecasts

KEY TRENDS, DRIVERS & FORECASTS FOR SATELLITE CONNECTIVITY AND VIDEO MARKET SURVEY

✓ Forecasts are presented by region, system type (regular, GEO HTS, NGSO HTS) and service applications.

✓ Detailed analysis of market trends and capacity forecasts of 6 market segments: Video distribution & contribution, Cellular Backhaul & Trunking, Enterprise networks, Mobility,Milsatcom, Consumer broadband

Satellite Connectivity and Video Markets Survey is areference for satellite-based players & leadersaround the globe. The report provides criticalinformation for business and strategic planning inthe connectivity and video market, including:


TABLE OF CONTENTS

1\ STRATEGIC ISSUES AND FORECASTS

• Scope of study: regional distribution

• Satellite capacity market: Key market forces

• Satellite capacity market – the impact

• Satellite capacity market – forecast

• Satellite capacity market – voice & data market opportunity

• FSS industry: recent market developments

• FSS industry: structure changes

• FSS industry: business model changes

• Overview of the current dynamics for satellite capacity demand

• Satellite capacity demand dashboard 2018

• Satellite capacity demand dashboard 2028

• Capacity revenue growth patterns

• Satellite capacity market – growth matrix

• Overview of the current dynamics for satellite capacity demand (continued)

• Forecasts for capacity demand

• Benchmark of past and present forecasts and changes in methodology

• Synthesis of demand trends by application segment

• World map of satellite capacity demand (2018)

• Synthesis of demand trends by regional market

• Trends for supply and fill rates –overview

• Trends for supply and fill rates – HTS capacity

• FSS industry: status update on NGSO HTS constellations

• Trends in capacity lease rates –overview

• Cost base capacity

• Trends in capacity lease rates – regular capacity

• Trends in capacity lease rates – GEO HTS capacity

• Trends in capacity lease rates NGSO HTS capacity

• Forecasts of the FSS capacity market by 2028

• Forecasts of the FSS regular capacity market value by region by 2028

• Forecasts of the GEO HTS capacity market value by region by 2028

• Forecasts of the NGSO HTS capacity market value by region by 2028


TABLE OF CONTENTS - CONTINUED

2.1 \ VIDEO DISTRIBUTION AND CONTRIBUTION SERVICES

• Map of TV channels and capacity demand by region (2018)

• Definitions and trends in capacity demand for the distribution of tv

• Channels

• Channels distributed over satellite increased by 3% in 2018

• Distribution of tv channels: continued dynamism in emerging regions

• MPEG-4 remains the main driver as HEVC channels are still limited in number

• Close to 10,000 HD channels broadcast in 2018

• Limited rollouts of UHD channels globally in 2018

• PAY-DTH platforms: a largely stable market in 2018

• PAY-DTH platforms: close to 28,300 channels broadcast in 2018

• PAY-DTH platforms: large payloads continued to drive capacity usage in 2018

• Other distribution services: close to 500 channels added in 2018

• Other distribution services: continued lack of dynamism in 2018

• Growing use of terrestrial networks pushing satellite operators to adapt

• OTT services and their impact on the satellite distribution market

• Forecasts: channels distributed by satellite expected to decrease by 2028

• Forecasts: HDTV as main driver with UHD limited to 1,500 channels by 2028

• Forecasts: MPEG-4 to remain the dominant compression format by 2028

• Forecasts: satellite capacity market for video distribution to remain largely stable

• Map of contribution feeds and capacity usage by region (2018)

• Limited growth for video contribution market in 2018

• Regular capacity continues to dominate as HTS is slow to gain ground

• Growing impact of terrestrial competition on satellite video contribution market

• Video contribution forecasts



2.3\ ENTERPRISE NETWORKS

• Market segmentation and dynamics

• Rural connectivity – segment overview

• Rural connectivity – community WIFI hotspots

• Civil government – segment overview

• Corporate networks – segment overview

• Energy and resources - segment overview

• Satellite capacity infrastructure: enterprise market fit

• Equipment manufacturers landscape

• Consolidated forecasts – terminals

• Consolidated forecasts – capacity demand

2.2\ CONSUMER-GRADE BROADBAND ACCESS

• Slow recent growth in both established and new regional markets

• World map of broadband access over satellite (2018)

• Evolution of satellite service offerings throughout the years

• Affordability as a critical condition for growth in emerging markets

• The question of efficient distribution remains unresolved in a majority of countries

• Regional dynamics: North America

• Regional dynamics: Latin America

• Regional dynamics: Europe

• Regional dynamics: Russia and central Asia

• Regional dynamics: Middle East and Africa

• Regional dynamics: Asia Pacific

• Subscriber and capacity forecasts (2014-2028)



2.5\ THE MOBILITY MARKET

• Background and introduction

• Market overview

• HTS technology and its ecosystem

• In-flight connectivity overview

• In-flight connectivity drivers

• Maritime connectivity overview

• Maritime connectivity drivers

• Consolidated capacity forecast

2.4\ MILITARY SATELLITE COMMUNICATIONS

• Use of satellite infrastructure by military forces

• Threats are boosting demand

• U.S. Military forces – key regional deployments impacting satcom demand

• The U.S. DOD – procurement trends for commercial capacity

• The U.S. DOD – pricing trends for commercial capacity

• The U.S. DOD – budget trends

• NATO and EUROPE – continuous but limited commercial satcom requirements

• Rest of the world – limited commercial demand, with still new government programs

• Demand facts and trends by region/country – summary

• Importance of demand from oceans

• The role of air surveilance

• Cybersecurity – still to improve

• Capacity supply – strong competition among commercial satellite operators

• Capacity supply – increased competition from proprietary systems

• Assumptions – key change drivers for military users

• Assumptions – major trends for MILSATCOM – new conops and key regions

• Assumptions – major trends for MILSATCOM – data rates by force type

• Forecasts for commercial MILSATCOM demand



3.1\ NORTH AMERICA

• Overview

• Application segments – video services

• Application segments – voice & data services

• Capacity lease rates and revenues

• Capacity supply and fill rate

• Positioning and capacity market shares of satellite operators

2.6\ CELLULAR BACKHAUL & TRUNKING

• Reference use cases for cellular backhaul and trunking

• The addressable market for cellular backhaul

• Current adoption of satellite backhaul

• Roadmap for mobile service standards and impact

• Satellite economics & positioning

• Dynamics for trunking

• Focus on the opportunities and challenges associated with the 5G standard

• Satellite use cases for 5G

• Selected drivers for cellular backhaul

• Cellular backhaul sites forecasts

• Capacity forecasts

3.2\ LATIN AMERICA

• Overview






3.3\ WESTERN EUROPE

• Overview






3.4\ CENTRAL EUROPE

• Overview








3.5\ RUSSIA & CENTRAL ASIA

• Overview






3.6\ MENA

• Overview






3.7\ SUB-SAHARAN AFRICA

• Overview






3.8\ SOUTH ASIA

• Overview






3.9\ NORTH EAST ASIA

• Overview






3.10\ CHINA AREA

• Overview








3.11\ SOUTHEAST ASIA

• Overview






3.12\ OCEANIA PACIFIC

• Overview






3.13\ OCEANS

• Overview







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© Euroconsult 2019 All rights reservedDetailed analysis of market trends and capacity forecasts of 6 market segments: Video distribution & contribution, Cellular Backhaul & Trunking,