New frontiers of opportunities v1 - ses.com

PRESENTERKarim Michel SABBAGH16 November 2017

New Frontiers of Opportunities

Evolution of Space Ecosystem

2New Frontiers of Opportunities - Evolution of Space Ecosystem

Kardashev ScaleClassifying Civilisations

Type I Type II Type III

Civilisation capability of harnessing energy

0.7Mankind today (Carl Sagan)

� Space still today the territory of the privileged

� Only telecommunications sector developed into a flourishing private sector

� Global space industry growth from USD 323 billion in 2015 to USD 329 billion in 2016

3

Space Sector Global Space Economy in 2016

New Frontiers of Opportunities - Evolution of Space Ecosystem

Governmental Space

Budgets

~USD 75 B

Satellite Communications Industry Revenues

~USD 239 B

Other Space Industry Revenues

~USD 15 B

4

Space Sector Tomorrow


Forecasted global space economy

growth by 2040

1.1 trillion+

Internet, Aerospace and Defence, Telecom Services, Media Ground Communications

and Systems will drive the growth

~300 satellites/year with mass over 50 kg to be launched by

2026

5

Internet TrafficAt the Dawn of a Data Boom


~20% CAGR

6

Enablers of Exponential GrowthOverview


Energy Technology Access to Space Presence Economics

7

First Enabler: Energy (1/2)Most Powerful Resource Available

Solar energy reaching

Earth every minute

Energy used by

Mankind every minute


2000 TWhequivalent to 200 billion

liters of gasoline

0.2 TWh1/10000th of that energy

8

First Enabler: Energy (2/2)SES Electric Propulsion Satellites


9

vs

Second Enabler: Technology (1/2)Analog Satellites vs DSPs

Traditional payloads architecture

Fully Digitised Satellite Payload

� Software defined payloads

� Real time resource management

� Dynamic bandwidth and coverage allocation

� Optimisation of scarce spectrum resources

� Cost reduction, mass reduction and production acceleration

� Several hundred low noise amplifiers and converters

� Hundreds of input and output filters and RF switches

� Difficult and costly production process

� ~1.5 tons of cabling and switches


10

Second Enabler: Technology (2/2)GEONext and O3b mPOWER


ULTIMATE

FLEXIBILITY

GLOBAL

COVERAGE100%

PRODUCTIVE

MULTI-TERABIT

CAPACITY

11

Third Enabler: Access to Space (1/2)Improving the Fundamental Economics


DEMAND FOR DATA COST OF ACCESS

Global Population

Autonomous Cars

Internet of Things

Artificial Intelligence

Video and Virtual Reality

Improvements in Technology

Increased Processing Power

Lower Launch Cost

Lower Manufacturing Cost

Lower Time to Market

Cost of a bottle of

water to the ISS:

USD 10,000

12

Third Enabler: Access to Space (2/2)Promoting Reusability

� SES-8 first commercial customer to launch on Falcon 9 in 2013

� SES-10 first commercial customer on a flight proven Falcon 9 in 2017

� Rapid and complete reusability of rockets is key


� Presence in space dominated mostly by satellites

� 1,000+ satellites currently in orbit (60+ SES)

� $1.12 billion out of $7.37 billion for orbital launches used for servicing the ISS

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Fourth Enabler: Presence (1/2)A Growing Population in Orbit


� First commercial refueling of a SES satellite in 2020+

� Robotic servicing tools used to perform operations

� Life extension maintaining revenue streams

14

Fourth Enabler: Presence (2/2)Working in Space


� Morgan Stanley: $1.1 trillion Space industry by 2040

� Bank of America: $2.7 trillion Space industry by 2040

� Venture capitalists invested USD 1.8 billion in space startups in 2015, double the amount of previous 15 years combined

15

Fifth Enabler: Economics (1/2)Creating a Sustainable Business Case

Eco

no

mic

sNew Frontiers of Opportunities - Evolution of Space Ecosystem

16

Fifth Enabler: Economics (2/2)Most Powerful Satellite System Ever

16New Frontiers of Opportunities - Evolution of Space Ecosystem

Multi-

Scalable to 10s of Tbps globally

terabit100%productive

Beams go to customers, not empty territory

4,000+beams per satellite

Shape, moderate, route, shift & switch

~400MSquare

kilometrescovered

PRODUCTIVITYCOVERAGECAPACITY FLEXIBILITY

“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run”

- Roy Amara -

17

Looking ForwardRoy Amara's Law


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New frontiers of opportunities v1 - ses.com