Abstract
Wireless subscriber growth has been nothing less than stunning with the ITU
projecting at least 5 billion mobile users by the end of 2010 of the globe' s
6.8 billion people. Satellite backhaul has gained from the benefits of this
expansion; however, there are concerns that the remaining addressable market
may quickly diminish as terrestrial backhaul solutions continue to gain ground
in underserved areas.
The next few years will determine whether satellite technology will be a big
part of the final push to connect the unserved or whether the wireless
industry will find other means that are less expensive and thus more practical
in backhauling the remaining pockets of demand left around the globe.
Although satellite backhaul solutions benefited from the wireless industry' s
surge, the rate of satellite growth is hardly at the same pace. The future
challenge for the satellite industry is thus quite clear: provide a
compelling, sustainable and long-lasting value proposition, at the right
price, or be squeezed out of the wireless backhaul business over time.
The addressable market, which is generally not the remaining 1.8 billion
people due to inherent economic conditions that restrain wireless adoption,
needs creative ideas and an aggressive market push.
Moreover, emerging end user applications and platforms are increasingly
complex and bandwidth intensive and will undoubtedly affect wireless networks
significantly. In building a business proposition and in crafting growth
strategies over the long term, the satellite industry will have to navigate
through these developments and once again carve its niche. This may still work
in terms of ensuring long term viability, but there are pitfalls as well. More
importantly, emerging opportunities can provide higher revenue streams and
better ROI to justify technology developments.
In this latest NSR study, the emerging wireless industry landscape is
analyzed. The role satellite systems play and could potentially provide a
unique fit apart from its traditional backhaul function, will likewise be
explored. Strategies that could increase service "stickiness" and permanence
will be outlined, given the emerging user requirements and network limitations
that are anticipated to take hold.
Specific satellite BTS forecasts for wireless technology platforms are
provided per region. The evolution or move towards IP, the impact of high
throughout satellites (HTS), ecosystem development and emerging end user
requirements are also given special consideration. Finally, a strategic
component for regional targeting is provided in order to specifically address
the intention of how to cash-in on the successes of the wireless industry.
The NSR Difference
This 4th Edition report builds on NSR' s body of work through insights that
have been gained as well as plans that have been disclosed in targeting the
wireless backhaul market. The research gives the reader a realistic outlook of
market and technology trends that affect mobile subscriber take-up, which then
feed into the role and place of satellite platforms. The report provides an
honest assessment of legacy FSS systems that have been the technology choice
of backhaul engineers, while providing an analysis of high throughout
satellite (HTS) solutions. This value proposition is scrutinized and its
future role in the complex interplay of technology choices is determined.
Strategic recommendations are offered in order to fully leverage the strengths
each platform offers the marketplace.
Those looking for the bottom line can expect to find both qualitative and
quantitative elements for each technology, highlighting and examining their
unique and compelling value proposition as they address traffic needs while
being subject to stringent ROI benchmarks.
By segmenting both the 2009 baseline and the 2010-2019 forecasts by equipment
type and space segment category, the reader is able to navigate this market,
which is both promising and risky, and determine the best course of action and
strategic direction to undertake for areas of growth and future impact.
Finally, this 4th Edition study provides expected long term trends that will
affect the entire wireless business for current developments that include the
introduction and perhaps the proliferation of bandwidth intensive, complex
devices that could end up in the hands of developing country users, and
creative payment plans that enable penetration in lower income groups.
Primary Questions Addressed in this Report Include:
- What is the role of satellite backhaul currently and over the long term
for each regional market? How can its role become more permanent?
- Which wireless platform in each region represents the greatest potential?
Why?
- Which regions provide the best backhaul prospects over the next 10 years?
- What are emerging key technology improvements that are likely to drive
demand for satellite backhaul compared to terrestrial alternatives?
- What is the overall effect of HTS?
- Who are the key players, and what is their market differentiator?
- What is the expected take-up rate per wireless offering, and what are the
implications for satellite-backhauled BTS equipment?
- What level of satellite transponder demand is likely to be required in
each regional market for the provision of wireless backhaul services?
- What is the impact of wireless broadband connectivity to the satellite
backhaul market?
- How do prices affect market take-up for satellite backhaul solutions?
- Where are specific Greenfield opportunities in the globe today?
- How will new platforms like the iPAD change the wireless industry? How can
the satellite industry cash in on these developments?
Who Should Purchase this Report:
- Satellite Operators
- Satellite Service Providers
- Satellite Equipment Manufacturers
- Mobile & Cellular Service Providers
- Mobile & Cellular Equipment Manufacturers
- Wi-Fi and WiMAX Market Players
- National Telephony Operators
- Wireless Trade Associations
Primary Elements of the Report Include:
- Market Definition and Overview
- Key Platforms for Satellite Backhaul
- SCPC
- VSATs
- Move to IP
- C-band
- Ku-band
- HTS
- Major Trends
- Major Elements Affecting Wireless Backhaul via Satellite Demand per
Regional Market
- Market Assessment and Forecasts
- BTS Growth Forecasts
- Cellular BTS
- IP/Data BTS
- By Region
- Revenue Growth Forecasts for Satellite Backhaul
- Cellular BTS
- IP/Data BTS
- By Region
- Transponder Demand (TPE) and Revenues (C-band, Ku-band, HTS)
- Cellular BTS
- IP/Data BTS
- By Region
- Technology Assessment for Current and Future Satellite-based Solutions
- Detailed Pricing Analysis
- Greenfield Markets around the Globe
- Strategic Recommendations
A Complete Analytical Perspective
Elements of this study include:
- Complete report document segmented by analysis on all regions, players,
market opportunity and demand trends
- An Excel file containing all data and graphs so the client can easily use
this work as a basis for their own internal market projections
Table of Contents
1. Executive Summary
- 1.1 Introduction
- 1.2 Primary Findings
- 1.3 Conclusions
2. Market Overview
- 2.1 The Big Picture
- 2.2 The Road Ahead
- 2.2.1 Traditional Applications
- 2.2.2 Impact of Broadband Services
- 2.3 Methodology
- 2.3.1 Transponder Forecasts for Traditional/Legacy Systems
- 2.3.2 Bandwidth Forecasts for High Throughput Satellites (HTS)
- 2.3.3 Equipment Market Forecasts
- 2.4 Total Market Forecasts
- 2.4.1 Total Wireless Backhaul via Satellite Revenues
- 2.4.2 Bandwidth and Transponder Leases
- 2.4.3 Equipment Forecasts
- 2.4.3.1 Installed Base of BTS
- 2.4.3.2 Satellite-Backhauled BTS by Type of Network
- 2.4.3.3 BTS by Frequency Band
- 2.5 Pricing Analysis
- 2.5.1 Prices of Satellite Backhaul Equipment
- 2.5.2 Satellite Transponder Pricing Estimates for Wireless Backhaul
- 2.5.3 Terrestrial Technology Benchmarking
- 2.6 Technical Requirements
- 2.6.1 Legacy Bent-pipe Solutions
- 2.6.2 High Throughput Satellite (HTS) Improvements
- 2.6.3 Assessing O3b
- 2.6.4 Terrestrial Technology Benchmarking
- 2.7 Bottom Line
3. Pricing and Cost Analysis
- 3.1 Market Introduction and Overview
- 3.2 Equipment Price Offerings and Future Market Trends
- 3.2.1 Global BTS Equipment Price Trends
- 3.2.2 Regional Price Trends
- 3.3 Space Segment Pricing Analysis
- 3.3.1 Global Bandwidth Pricing Trends
- 3.3.2 Regional Price Trends
- 3.4 Terrestrial Technology Benchmarking
- 3.5 Power as a Cost Component
- 3.6 Bottom Line and Strategic Outlook
4. Technical Analysis
- 4.1 Market Overview
- 4.2 Traditional Bent-Pipe Satellite Backhaul Solutions
- 4.2.1 Ku-band
- 4.2.2 C-band
- 4.2.3 Bandwidth Efficiency Solutions
- 4.3 HTS Systems
- 4.4 O3b
- 4.5 The Impact of Broadband Wireless Services
- 4.6 New Power Sources and New Market Segments
- 4.6.1 Solar Power
- 4.6.2 Wind
- 4.6.3 New Markets via Picocells
- 4.7 Bottom Line
5. Market Forecasts
- 5.1 Market Overview
- 5.2 Market Forecast by Segment
- 5.2.1 Total Wireless Backhaul via Satellite Revenues
- 5.2.2 Transponder Lease Revenues
- 5.2.3 HTS Bandwidth Revenues
- 5.2.4 Equipment Forecasts
- 5.2.5 Installed Base of BTS
- 5.2.6 Total Satellite-Backhauled BTS by Wireless Technology
- 5.3 Market Forecasts by Region
- 5.3.1 North America
- 5.3.2 Latin America
- 5.3.3 Western Europe
- 5.3.4 Central & Eastern Europe
- 5.3.5 Middle East/North Africa
- 5.3.6 Sub Saharan Africa
- 5.4 Data Supporting Satellite-Backhauled Equipment and Space Segment
Forecasts
- 5.4.1 North America
- 5.4.2 Latin America
- 5.4.3 Western Europe
- 5.4.4 Central & Eastern Europe
- 5.4.5 Middle East/North Africa
- 5.4.6 Sub Saharan Africa
- 5.4.7 Asia Pacific
- 5.5 Bottom Line
LIST OF EXHIBITS
Chapter 1
- Ex. 1.1 Total Wireless Backhaul via Satellite Market
- Ex. 1.2 Global Penetration of Mobile Users Backhauled via Satellite to
Addressable Population
- Ex. 1.3 Penetration of Mobile Users Backhauled via Satellite to Rural
Population
Chapter 2
- Ex. 2.1 Growth Trends in Revenue and Traffic Requirements
- Ex. 2.2 Element Coefficients and Level of Impact Towards Subscriber Growth
- Ex. 2.3 Factors Affecting Growth in the Rural Cellular & Wireless Market
in North America
- Ex. 2.4 Total Wireless Backhaul via Satellite Revenues for Bandwidth &
Equipment
- Ex. 2.5 Total Wireless Backhaul via Satellite Revenues for Bandwidth &
Equipment (% by Type)
- Ex. 2.6 Revenue Split by Platform Type for Bandwidth & Equipment
(2009-2019)
- Ex. 2.7 Total Bandwidth Demand for Wireless Backhaul via Satellite Market
- Ex. 2.8 Total Bandwidth Demand by Platform Type for the Wireless Backhaul
via Satellite Market
- Ex. 2.9 Total Transponder Demand for Wireless Backhaul via Satellite Market
- Ex. 2.10 Total Equipment Unit Shipments & Revenues
- Ex. 2.11 Total Market - Satellite BTS Unit Shipments by Type
- Ex. 2.12 Total Market - Equipment Unit Shipments by Frequency Band
- Ex. 2.13 Total Installed BTS Units for Wireless Backhaul via Satellite
- Ex. 2.14 Total Market - Installed Satellite BTS Units by Type
- Ex. 2.15 Total Market - Installed Satellite BTS Units by Frequency Band
Chapter 3
- Ex. 3.1 Global Price Trends for Wireless Backhaul via Satellite Equipment
- Ex. 3.2 Regional Price Trends for Wireless Backhaul via Satellite Equipment
- Ex. 3.3 Global Price Trends for Wireless Backhaul via Satellite Bandwidth
- Ex. 3.4 Regional Price Trends of Bandwidth for Wireless Backhaul via
Satellite
- Ex. 3.5 North America - Estimated Transponder Prices
- Ex. 3.6 North America - Estimated Annual Mbps Prices
- Ex. 3.7 Latin America - Estimated Transponder Prices
- Ex. 3.8 Latin America - Estimated Annual Mbps Prices
- Ex. 3.9 Western Europe - Estimated Transponder Prices
- Ex. 3.10 Western Europe - Estimated Annual Mbps Prices
- Ex. 3.11 Central & Eastern Europe - Estimated Transponder Prices
- Ex. 3.12 Central & Eastern Europe - Estimated Annual Mbps Prices
- Ex. 3.13 Middle East/North Africa - Estimated Transponder Prices
- Ex. 3.14 Middle East/North Africa - Estimated Annual Mbps Prices
- Ex. 3.15 Sub Saharan Africa - Estimated Transponder Prices
- Ex. 3.16 Sub Saharan Africa - Estimated Annual Mbps Prices
- Ex. 3.17 Asia - Estimated Transponder Prices
- Ex. 3.18 Asia - Estimated Annual Mbps Prices
Chapter 4
- Ex. 4.1 Wireless Backhaul via Satellite on Legacy Platforms
- Ex. 4.2 Memotec' s Optimization Results
- Ex. 4.3 IP-RAN Satellite Backbone Multiplexing
- Ex. 4.4 Wireless Backhaul via iPSTAR
- Ex. 4.5 Backhaul Investment and Accumulated Revenue
- Ex. 4.6 Summary Elements of High-Speed Mobile Access
- Ex. 4.7 WiMAX Backhaul Architecture
- Ex. 4.7 WiMAX Backhaul Architecture
- Ex. 4.8 New Market Segments
Chapter 5
- Ex. 5.1 Total Revenues for Wireless Backhaul via Satellite
- Ex. 5.2 Forecast Comparison - Wireless Backhaul via Satellite
- Ex. 5.3 Total Transponder Revenues for Wireless Backhaul via Satellite
- Ex. 5.4 Total Transponder Demand by Band for Wireless Backhaul via
Satellite
- Ex. 5.5 Total HTS Bandwidth Revenues for the Wireless Backhaul via
Satellite Market
- Ex. 5.6 Bandwidth Demand for HTS & Legacy Systems for the Wireless
Backhaul via Satellite Market
- Ex. 5.7 Total Equipment Unit Shipments and Revenues
- Ex. 5.8 Total Installed Units of Satellite BTS Equipment for Wireless
Backhaul
- Ex. 5.9 Total Installed Units by Type for Wireless Backhaul via Satellite
- Ex. 5.10 Percentage (%) Breakdown of Total Revenues by Regional Market
- Ex. 5.11 Percentage (%) of Bandwidth Demand by Region
- Ex. 5.12 Percentage (%) of In-service BTS Sites by Region
- Ex. 5.13 Vendor Announcements in the Wireless Backhaul via Satellite
Market- North America
- Ex. 5.14 North America- Total Revenues for Wireless Backhaul via Satellite
- Ex. 5.15 Forecast Comparison - North America
- Ex. 5.16 North America - Wireless Backhaul via Satellite Cumulative
Revenues (2009-2019)
- Ex. 5.17 North America - Transponder Demand for Wireless Backhaul via
Satellite
- Ex. 5.18 North America - Bandwidth Demand for Wireless Backhaul via
Satellite
- Ex. 5.19 North America - Bandwidth Revenues for Wireless Backhaul via
Satellite
- Ex. 5.20 North America - Equipment Unit Shipments & Revenues
- Ex. 5.21 North America - Unit Shipments of Satellite BTS Equipment by
Type
- Ex. 5.22 North America - Installed Satellite BTS Units
- Ex. 5.23 North America - Installed Satellite BTS Units, by Type
- Ex. 5.24 North America - Satellite Backhauled Wireless Subscribers by
Type of User
- Ex. 5.25 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Latin America
- Ex. 5.26 Latin America- Total Revenues for Wireless Backhaul via Satellite
- Ex. 5.27 Forecast Comparison - Latin America
- Ex. 5.28 Latin America - Wireless Backhaul via Satellite Cumulative
Revenues (2009-2019)
- Ex. 5.29 Latin America - Transponder Demand for Wireless Backhaul via
Satellite
- Ex. 5.30 Latin America - Bandwidth Demand for Wireless Backhaul via
Satellite
- Ex. 5.31 Latin America - Bandwidth Revenues for Wireless Backhaul via
Satellite
- Ex. 5.32 Latin America - Equipment Unit Shipments & Revenues
- Ex. 5.33 Latin America - Unit Shipments of Satellite BTS Equipment by
Type
- Ex. 5.34 Latin America - Installed Satellite BTS Units
- Ex. 5.35 Latin America - Installed BTS Units by Type
- Ex. 5.36 Latin America - Satellite Backhauled Wireless Subscribers by
Type of User
- Ex. 5.37 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Western Europe
- Ex. 5.38 Western Europe- Total Revenues for Wireless Backhaul via Satellite
- Ex. 5.39 Forecast Comparison- Western Europe
- Ex. 5.40 Western Europe - Wireless Backhaul via Satellite Cumulative
Revenues (2009-2019)
- Ex. 5.41 Western Europe - Transponder Demand for Wireless Backhaul via
Satellite
- Ex. 5.42 Western Europe - Bandwidth Demand for Wireless Backhaul via
Satellite
- Ex. 5.43 Western Europe - Bandwidth Revenues for Wireless Backhaul via
Satellite
- Ex. 5.44 Western Europe - Equipment Unit Shipments & Revenues
- Ex. 5.45 Western Europe - Unit Shipments of Satellite BTS Equipment by
Type
- Ex. 5.46 Western Europe - Installed Satellite BTS Units
- Ex. 5.47 Western Europe - Installed Satellite BTS Units by Type
- Ex. 5.48 Western Europe - Satellite Backhauled Wireless Subscribers by
Type of User
- Ex. 5.49 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Central & Eastern Europe
- Ex. 5.50 Central & Eastern Europe- Total Revenues for Wireless Backhaul
via Satellite
- Ex. 5.51 Forecast Comparison - Central & Eastern Europe
- Ex. 5.52 Central & Eastern Europe - Cellular & Wireless Backhaul via
Satellite Cumulative Revenues (2009-2019)
- Ex. 5.53 Central & Eastern Europe - Transponder Demand for Wireless
Backhaul via Satellite
- Ex. 5.54 Central & Eastern Europe - Bandwidth Demand for Wireless
Backhaul via Satellite
- Ex. 5.55 Central & Eastern Europe - Bandwidth Revenues for Wireless
Backhaul via Satellite
- Ex. 5.56 Central & Eastern Europe - Equipment Unit Shipments & Revenues
- Ex. 5.57 Central & Eastern Europe - Unit Shipments of Satellite BTS
Equipment by Type
- Ex. 5.58 Central & Eastern Europe - Installed Satellite BTS Units
- Ex. 5.59 Central & Eastern Europe - Installed Satellite BTS Units by Type
- Ex. 5.60 Central & Eastern Europe - Satellite Backhauled Wireless
Subscribers by Type of User
- Ex. 5.61 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Middle East/North Africa
- Ex. 5.62 Middle East/North Africa- Total Revenues for Wireless Backhaul
via Satellite
- Ex. 5.63 Forecast Comparison- Middle East/North Africa
- Ex. 5.64 Middle East/North Africa - Wireless Backhaul via Satellite
Cumulative Revenues (2009-2019)
- Ex. 5.65 Middle East/North Africa - Transponder Demand for Wireless
Backhaul via Satellite
- Ex. 5.66 Middle East/North Africa - Bandwidth Demand for Wireless
Backhaul via Satellite
- Ex. 5.67 Middle East/North Africa - Bandwidth Revenue for Wireless
Backhaul via Satellite
- Ex. 5.68 Middle East/North Africa - Equipment Unit Shipments & Revenues
- Ex. 5.69 Middle East/North Africa - Unit Shipments of Satellite BTS
Equipment by Type
- Ex. 5.70 Middle East/North Africa - Installed Satellite BTS Units
- Ex. 5.71 Middle East/North Africa - Installed BTS Units by Type
- Ex. 5.72 Middle East/North Africa - Satellite Backhauled Wireless
Subscribers by Type of User
- Ex. 5.73 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Sub Saharan Africa
- Ex. 5.74 Sub Saharan Africa- Total Revenues for Wireless Backhaul via
Satellite
- Ex. 5.75 Forecast Comparison - Sub Saharan Africa
- Ex. 5.76 Sub Saharan Africa - Wireless Backhaul via Satellite Cumulative
Revenues (2009-2019)
- Ex. 5.77 Sub Saharan Africa - Transponder Demand for Wireless Backhaul
via Satellite
- Ex. 5.78 Sub Saharan Africa - Bandwidth Demand for Wireless Backhaul via
Satellite
- Ex. 5.79 Sub Saharan Africa - Bandwidth Revenue for Wireless Backhaul
via Satellite
- Ex. 5.80 Sub Saharan Africa - Equipment Unit Shipments & Revenues
- Ex. 5.81 Sub Saharan Africa - Unit Shipments of Satellite BTS Equipment
by Type
- Ex. 5.82 Sub Saharan Africa - Installed Satellite BTS Units
- Ex. 5.83 Sub Saharan Africa - Installed Satellite BTS Units by Type
- Ex. 5.84 Sub Saharan Africa - Satellite Backhauled Wireless Subscribers
by Type of User
- Ex. 5.85 Vendor Announcements in the Wireless Backhaul via Satellite
Market- Asia Pacific
- Ex. 5.86 Asia- Total Revenues for Wireless Backhaul via Satellite
- Ex. 5.87 Forecast Comparison - Asia
- Ex. 5.88 Asia - Wireless Backhaul via Satellite Cumulative Revenues
(2009-2019)
- Ex. 5.89 Asia - Transponder Demand for Wireless Backhaul via Satellite
- Ex. 5.90 Asia - Bandwidth Demand for Wireless Backhaul via Satellite
- Ex. 5.91 Asia - Bandwidth Revenues for Wireless Backhaul via Satellite
- Ex. 5.92 Asia - Equipment Unit Shipments & Revenues
- Ex. 5.95 Asia - Installed Satellite BTS Units by Type
- Ex. 5.97 North America - Population Demographics
- Ex. 5.98 North America - Penetration of Mobile Users Backhauled via
Satellite to Rural Population
- Ex. 5.99 Latin America - Population Demographics
- Ex. 5.100 Latin America - Penetration of Mobile Users Backhauled via
Satellite to Rural Population
- Ex. 5.101 Western Europe - Population Demographics
- Ex. 5.102 Western Europe - Penetration of Mobile Users Backhauled via
Satellite to Rural Population
- Ex. 5.103 Central & Eastern Europe - Population Demographics
- Ex. 5.104 Central & Eastern Europe - Penetration of Mobile Users
Backhauled via Satellite to Rural Population
- Ex. 5.105 Middle East/North Africa - Population Demographics
- Ex. 5.106 Middle East/North Africa - Penetration of Mobile Users
Backhauled via Satellite to Rural Population
- Ex. 5.107 Sub Saharan Africa - Population Demographics
- Ex. 5.108 Sub Saharan Africa - Penetration of Mobile Users Backhauled
via Satellite to Rural Population
- Ex. 5.109 Asia - Population Demographics
- Ex. 5.110 Asia - Penetration of Mobile Users Backhauled via Satellite to
Rural Population
