1. EUROCONSULT FOR digital ship Hamburg 2015
How will future HTS satellites impact and drive maritime communications
EUROCONSULT FOR digital ship Hamburg 2015
Prepared by
Wei LI, Senior Consultant
March 18th, 2015

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4. $760 million 70+ VSAT service providers The maritime market
121,000Addressable vessels
68,000
Merchant ships
6,500
Passenger ships
8,500 Offshore rigs and support vessels
A historic market for mobility
Strong change in usage pattern. Broadband is now the key revenue generator
Legacy MSS terminals still stand for the bulk of installation
VSAT is becoming more popular especially for high end market segments
MSS market is consolidating
VSAT market is fragmented leaving opportunities for M&A
70+ VSAT service providers
12,000
VSAT terminals
352,000
MSS terminals
$760 million
revenues for satellite operators

5. Regular FSS satellites
HTS vs regular satellites
HTS satellites
Regular FSS satellites
High throughput
Designed for data
Dedicated beams for mobility
Lower cost per MB
Large coverage
Designed for TV broadcasting
Lower throughput

6. Examples of HTS
Through 2016, a number of new HTS systems are being launched with Ocean coverage
Inmarsat’s Global Xpress will provide global Ka-band spotbeam coverage
Intelsat EPIC will provide multi-spotbeam Ku- and C- band coverage through a number of upcoming EPIC class satellites
Viasat-2 planned for 2016 will cover the Northern Atlantic with Ka-band
Eutelsat 172b with HTS Ku-band beam to cover the Pacific Ocean from 2017
Thor-7 will add 6-9 Gbps to Atlantic and Mediterranean in 2015
O3b has steerable beams providing up to 1Gbps per user to off-shore rigs and cruise ships
Global Xpress
O3b
Thor 7
EPIC
Viasat 2

7. Estimated FSS satellite capacity over oceans, 2005-16
FSS capacity over oceans
Estimated FSS satellite capacity over oceans,
HTS systems to increase capacity over oceans to over 65Gbps by 2016
The Northern Atlantic and the Pacific Ocean with strongest capacity increase
Ka-band to grow from ~1Gbps in to over 40Gbps by 2016
Ku-band to almost triple over the next 5 years
Inmarsat (GX) and Intelsat (EPIC) leading operators, but a number of regional projects do exist in the market

8. Key Trends in satellite capacity supply
Investment in HTS systems
FSS operators CAPEX on HTS systems expected to surpass $12 billion by 2016.
Nearly 1,500 Gbps of HTS capacity by 2016
New systems
Multi-satellite constellations such as Inmarsat (Global Xpress), Intelsat (EPIC) and O3b designed (in part) to target mobility applications traditionally served by MSS systems
A larger number of operators provide regional coverage from single satellites (Thor-7, etc.)
Except Inmarsat, most maritime HTS systems are of open architecture
Pricing pressure
The significant increase in capacity will break the supply-demand balance in short term
The demand increase is exponential but linear while the supply increase is leapfrog
Competition will put pressure on the price
Supply
Demand

9. Significant bandwidth increase in the next decade
New applications enabled by HTS
Must-have solution for crew and passenger communications
Significant bandwidth increase in the next decade
Reducing IT investment
Improving efficiency
Various sensors on vessels
Supporting a large variety types of applications including maintenance, remote diagnostic, performance optimizations, etc.
Content is the key element for differentiation for SPs
Lead to incremental revenue from existing customers

10. CONTACTS Wei LI li@euroconsult-ec.com Paris Office
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75003 Paris - France
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