wireless backhaul via satellite, 6th edition - · pdf fileex. 2.21 global wireless backhaul...

Wireless Backhaul via Satellite, 6th Edition Report Briefing

Copyright © 2012 NSR, LLC. All Rights Reserved

Wireless Backhaul via Satellite, 6th Edition


Report Description

This completely updated NSR study represents the industry standard analysis of the wireless backhaul via satellite market. The report quantifies the market opportunity for Land-based Towers and Mobility Platforms, outlines key programs and technology developments that will impact the market over the long term as well as outlines specific forecasts for legacy systems and next-generation solutions. NSR’s bottom-up research methodology forms the basis by which the future competitive and market landscape can be derived. Extensive primary research from equipment manufacturers, service providers and key players in the wireless ecosystem enables a complete ROI analysis as an assessment of the competitive position of specific companies with their core offerings. Rural penetration levels are examined as well in order to assess addressable markets per region over the next 10 years. The evolution and clamor for 3G services, in part mandated by universal service obligations (USO), as well as the impact of HTS, Wideband Ka-band and O3b, are analyzed. Forecasts for specific satellite earth station equipment and picocells for wireless technology solutions are provided per region, both on Fixed Land Towers as well as Mobility Platforms.

NSR likewise updates its SWOT analysis to determine a proposition’s market fit as well as Vendor Position for:

• Traditional C-band and Ku-band offerings o SCPC o TDMA

• Wideband Ka-band • L-band • HTS platforms • O3b



Quantitative forecasts and qualitative assessments provide the future direction or a compass to assess the emerging landscape of the market overall as well as specific solutions that could change market dynamics over the long term. The study is envisioned to act as a tool that can be utilized to provide strategic insights for companies that are looking to serve various business models tapping the satellite backhaul market in individual as well as integrated propositions that include space segment solutions, earth station equipment, frequency mix and regional targeting.

The NSR Difference

This 6th Edition report continues to build upon NSR’s body of work with more strategic and Bottom Line insights as technologies and satellite programs enter the marketplace. Lingering questions on the future of the wireless backhaul market, particularly as it relates to the discussion of basic 2G services towards the evolution to 3G/4G offerings, are explored. SCPC, TDMA, the prospects of O3b, the role of HTS and Wideband Ka-band programs are examined, not just in terms of individual market performance but more importantly, in terms of competitive positioning vis-à-vis legacy and new program offerings. By segmenting both the 2011 baseline and the 2012-2021 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 6th Edition study provides an ROI case study that can be used to support the forecasts developed by NSR over the long term as well as provide insights to CAPEX and OPEX parameters that are essential in addressing key geographic targets.



Data Intensive Coverage This report quantifies the Wireless Backhaul market across an array of parameters: Wireless Backhaul Equipment, In-service Units and Bandwidth Demand:

Analytical Elements- Wireless Backhaul via Satellite, 6th Edition

Source: NSR

Forecasts for each of these parameters extend from 2011 to 2021 giving both the near-term and long-term outlook for market behavior. The highly granular market segmentation provides unique data points allowing targeted analysis for vendors serving specific markets.



Primary Elements of the Report Include:

• Market Analysis o Deal Analysis- Overview and Analysis of Announced Wireless Backhaul Deals

Vendor Analysis- Competitive Positioning and NSR’s Analysis of Those Best Suited to Succeed

o Business Case Considerations Rural/Underserved Areas Penetration Levels ARPU Levels

• Operator Considerations that Justify Investments in Rural/Underserved Areas

• ROI Case Study Power Grid Issues and Technical Solutions to Address Power

Requirements Regional USO Provisions

• Matrix on Announced Deals • Assessment/Impact of Announced Deals • Impact on Vendors/Service Providers

o Bandwidth Trends and Analysis Transponder Demand Demand for HTS & O3b BTS Equipment by Type and Band

• Traditional Equipment • Picocells

o SWOT Analysis- Satellite and Effects of Terrestrial Solutions

• Market Forecasts (2011-2021) o Equipment Growth Forecasts by Region

Traditional Earth Station Equipment Picocells Wideband Ka-band HTS O3b

o Service Revenue Growth Forecasts by Region Traditional Earth Station Equipment Picocells Wideband Ka-band HTS O3b

o Transponder Demand (TPE), Bandwidth Demand and Revenues C-band Ku-band Ka-band HTS O3b



Primary Questions Addressed in this Report Include:

• What is the effect of 3G USO legislation on the wireless backhaul market? • Which technology offerings or satellite programs are the most compelling today and over

the long term? Why? • Is global better than regional? • Is simple better than complex, and vice-versa? • Which programs or offerings win, and which programs lose? • Where are SCPC and TDMA headed? • Will O3b survive with only a backhaul play? • What is the overall effect of HTS? • What is the overall effect of Wideband Ka-band? • Who are the key players, and what are their market differentiators? • What is the role of satellite backhaul currently and over the long term for each regional

market? • Which regions provide the best backhaul prospects over the next 10 years? • What is the expected take-up rate per wireless offering, and what are the implications for

satellite-backhauled equipment? • What level of satellite bandwidth 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?

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

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

• A summary PowerPoint file containing a summary of all report findings and data



Table of Contents 1. Executive Summary 1.1 Market Overview 1.2 Primary Research Findings 1.3 Conclusions 2. Market Overview 2.1 Overall Market Trends and Issues 2.1.1 Effects of 3G USO Legislation 2.1.2 Power Grid Issues 2.1.3 Rural Penetration Levels and Usage Patterns 2.1.4 Mobile Broadband Usage Patterns 2.2 ROI Case Study 2.3 Technology & Vendor Competitive Positioning and SWOT Analysis 2.3.1 SCPC 2.3.2 TDMA 2.3.3 HTS 2.3.4 O3b 2.3.5 L-band 2.3.6 Wideband Ka--band 2.4 Global Market Forecasts 2.4.1 In-service Units 2.4.1.1 Fixed Land Towers 2.4.1.2 Mobility Platforms 2.4.2 Revenues 2.4.3 Bandwidth and Transponder Leases 2.5 Regional Breakdown 2.6 Pricing Analysis 2.6.1 Space Segment 2.6.2 Equipment 2.7 Bottom Line 3. Wireless Backhaul Services to Fixed Land-based Towers 3.1 Market Overview 3.2 Market Forecast and Regional Breakdown by Segment 3.2.1 Total Wireless Backhaul via Satellite Revenues 3.2.2 Regional Breakdown of Space Segment Revenues 3.2.2.1 North America 3.2.2.2 Latin America 3.2.2.3 Western Europe 3.2.2.4 Central & Eastern Europe



3.2.2.5 Middle East/North Africa 3.2.2.6 Sub Saharan Africa 3.2.2.7 Asia 3.3 Satellite-Backhauled Sites by Technology Platform 3.3.1 In-service Sites by Platform 3.3.2 Regional Breakdown 3.3.3 Macrocells and Picocells 3.4 Market Share of Solution Mix 3.5 Bottom Line 4. Wireless Backhaul Services to Mobility Platforms – Land, Air, Sea 4.1 Market Overview 4.2 Market Forecast by Segment 4.2.1 Total Wireless Backhaul via Satellite Revenues 4.2.2 Transponder Leases and HTS Bandwidth Revenues 4.2.3 Transponder Leases (36 MHz TPEs) and HTS Bandwidth (Mbps) Demand 4.2.4 Installed Base of Satellite Earth Stations 4.2.5 Satellite-Backhauled Sites by Technology Platform 4.2.5.1 SCPC 4.2.5.2 TDMA 4.2.5.3 L-band 4.2.5.4 HTS 4.2.5.5 Market Share of Solution Mix 4.2.6 Macrocells and Picocells 4.3 Bottom Line 5. Wireless Backhaul Earth Station Equipment 5.1 Market Overview 5.2 Global Forecast and Regional Breakdown by Segment 5.2.1 Global Forecasts of Backhaul Equipment – Unit Shipments 5.2.2 Global Forecasts of Backhaul Equipment – Revenues 5.2.3 Macrocells and Picocells – Unit Shipments and Revenues 5.3 Backhaul Equipment to Fixed Land Towers – Unit Shipments and Revenues 5.3.1 SCPC and TDMA 5.3.2 HTS Fixed 5.3.3 O3b 5.3.4 Wideband Ka-band 5.3.5 Market Share of Solution Mix 5.4 Mobility Platforms (Land, Air & Sea) – Unit Shipments & Revenues 5.4.1 Demand by Platform 5.4.2 Demand by Region 5.4.3 Market Share of Solution Mix 5.5 Bottom Line



Appendix: Methodology A.1 Transponder Forecasts for Traditional/Legacy Systems A.2 Bandwidth Forecasts for High Throughput Satellites (HTS) and O3b A.3 Equipment Market Forecasts



List of Exhibits Executive Summary Ex. 1.1 Global Wireless Backhaul via Satellite In-service Units, 2011-2021 Ex. 1.2 Global Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 1.3 Global Wireless Backhaul via Satellite In-service Units, Macrocells & Picocells 2011-2021 Ex. 1.4 Global Wireless Backhaul via Satellite Revenues by Region, 2011-2021 Chapter 2 Ex. 2.1 Anatel’s Threshold Population & Coverage Obligations Ex. 2.2 Electricity Access in 2009 – Regional Aggregates Ex. 2.3 Global Population Estimates Ex. 2.4 Penetration of Satellite Backhaul to Rural Populations Ex. 2.5 Global Total Traffic in Mobile Networks: 2007-2012 Ex. 2.6 Global Mobile Traffic, Voice & Data: 2010-2017 Ex. 2.7 Fixed and Mobile Subscriptions, 2008-2017 Ex. 2.8 Mobile Subscriptions Penetration, Q1 2012 Ex. 2.9 Sample Altobridge Business Case for Satellite Backhauled Rural 2G/3G Ex. 2.10 NSR’s Business Case for Satellite Backhauled Rural 2G/3G Ex. 2.11 SCPC –SWOT Analysis Ex. 2.12 TDMA – SWOT Analysis Ex. 2.14 O3b –SWOT Analysis Ex. 2.15 L-band –SWOT Analysis Ex. 2.16 Wideband Ka-band (Newsat) –SWOT Analysis Ex. 2.17 Comtech’s Recent Announced Orders for the SCPC Wireless Backhaul via Satellite Equipment Market Ex. 2.18 Recent Announced Orders for the TDMA Wireless Backhaul via Satellite Equipment Market Ex. 2.19 Comtech’s Accumulated Revenues based on Announced Orders for the SCPC Wireless Backhaul via Satellite Equipment Market Ex. 2.20 Global Wireless Backhaul via Satellite In-service Units, 2011-2021 Ex. 2.21 Global Wireless Backhaul via Satellite In-service Units, Macrocells & Picocells 2011-2021 Ex. 2.22 Share of Global Fixed Land-based Towers Wireless Backhaul via Satellite In-service Units, 2011-2021 Ex. 2.23 Share of Global Fixed Land-based Towers Wireless Backhaul via Satellite Space Segment Revenues, 2011-2021 Ex. 2.24 Share of Global Mobility Platforms Wireless Backhaul via Satellite In-service Units, 2011-2021



Ex. 2.25 Share of Global Mobility Platforms Wireless Backhaul via Satellite Space Segment Revenues, 2011-2021 Ex. 2.26 Global Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 2.27 Global Wireless Backhaul via Satellite Transponder & Bandwidth Demand, 2011-2021 Ex. 2.28 Global Wireless Backhaul via Satellite In-service Units by Region, 2011-2021 Ex. 2.29 Global Wireless Backhaul via Satellite Revenues by Region, 2011-2021 Ex. 2.30 Space Segment Pricing (Annual) – Fixed Land Towers, 2011-2021 Ex. 2.31 Space Segment Pricing (Annual) – Mobility Platforms, 2011-2021 Ex. 2.32 Space Segment Pricing – Mobility Platforms on L-band, 2011-2021 Ex. 2.33 Average Equipment Pricing- Wireless Backhaul via Satellite, 2011-2021 Chapter 3 Ex. 3.1 Key Players in Wireless Backhaul via Satellite – Fixed Land-based Towers Ex. 3.2 Global Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.3 Global Fixed Land Towers Wireless Backhaul via Satellite Revenues by Region, 2011-2021 Ex. 3.4 North America Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.5 Latin America Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.6 Western Europe Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.7 Central & Eastern Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.8 Middle East/North Africa Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.9 Sub Saharan Africa Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.10 Asia Fixed Land Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 3.11 Global Fixed Land Towers Wireless Backhaul via Satellite In-service Units, 2011-2021 Ex. 3.12 Global Fixed Land Towers Wireless Backhaul via Satellite In-service Units by Region, 2011-2021 Ex. 3.13 Population Within Reach Of Operational Fiber Networks, Sub-Saharan Africa 2010 – 2011 Ex. 3.14 Global Fixed Land Towers Wireless Backhaul via Satellite Units, Macrocells and Picocells, 2011-2021 Ex. 3.15 Global Wireless Backhaul via Satellite Space Segment Revenues (% by Technology), 2011-2021



Chapter 4 Ex. 4.1 Key Players in Wireless Backhaul via Satellite – Mobility Platforms Ex. 4.2 Global Mobility Platforms Wireless Backhaul via Satellite Retail & Wholesale Revenues, 2011-2021 Ex. 4.3 Global Mobility Platforms Wireless Backhaul via Satellite Retail & Wholesale ARPU, 2011-2021 Ex. 4.4 Global Mobility Platforms Wireless Backhaul via Satellite Retail Services Revenues by Region, 2011-2021 Ex. 4.5 Global Mobility Platforms Backhaul via Satellite Wholesale Services Revenues by Region, 2011-2021 Ex. 4.6 Global Mobility Platforms Backhaul via Satellite Retail Service Revenues, Land, Air & Sea, 2011-2021 Ex. 4.7 Global Mobility Platforms Wireless Backhaul via Satellite Wholesale Services Revenues, Land, Air & Sea, 2011-2021 Ex. 4.8 Global Mobility Platforms Wireless Backhaul via Satellite Transponder & Bandwidth Revenues, 2011-2021 Ex. 4.9 Global Mobility Platforms Wireless Backhaul via Satellite Transponder & HTS Bandwidth Demand, 2011-2021 Ex. 4.10 Global Mobility Platforms Wireless Backhaul via Satellite In-service Units, 2011-2021 Ex. 4.11 Global Mobility Platforms Wireless Backhaul via Satellite In-service Units by Region, 2011-2021 Ex. 4.12 Global Mobility Platforms Wireless Backhaul via Satellite In-service Units, Land, Air & Sea 2011-2021 Ex. 4.13 Global Mobility Platforms Wireless Backhaul via Satellite SCPC In-service Units, Land, Air & Sea, 2011-2021 Ex. 4.14 Global Mobility Platforms Wireless Backhaul via Satellite TDMA In-service Units, Land, Air & Sea, 2011-2021 Ex. 4.15 Global Mobility Platforms Wireless Backhaul via Satellite L-band In-service Units, Land, Air & Sea, 2011-2021 Ex. 4.16 Global Mobility Platforms Wireless Backhaul via Satellite HTS In-service Units, Land, Air & Sea, 2011-2021 Ex. 4.17 Global Mobility Platforms Wireless Backhaul via Satellite In-service Units by Type 2011-2021 Ex. 4.18 Global Mobility Platforms Wireless Backhaul via Satellite (%) Share of In-service Units, 2011-2021 Ex. 4.19 Global Mobility Platforms Wireless Backhaul via Satellite In-service Units, Macrocells & Picocells, 2010-2020



Chapter 5 Ex. 5.1 Key Players in Wireless Backhaul via Satellite Equipment Market Ex. 5.2 Global Wireless Backhaul via Satellite Unit Shipments Equipment, 2011-2021 Ex. 5.3 Global Wireless Backhaul via Satellite Unit Shipments by Region, 2011-2021 Ex. 5.4 Global Wireless Backhaul via Satellite Equipment Revenues, 2011-2021 Ex. 5.5 Global Wireless Backhaul via Satellite Equipment Revenues by Region, 2011-2021 Ex. 5.6 Global Wireless Backhaul via Satellite Unit Shipments, Macrocells & Picocells, 2011-2021 Ex. 5.7 Global Wireless Backhaul via Satellite Equipment Revenues, Macrocells & Picocells, 2011-2021 Ex. 5.8 Global SCPC & TDMA to Fixed Towers Wireless Backhaul via Satellite Unit Shipments, 2011-2021 Ex. 5.9 Global SCPC & TDMA to Fixed Towers Unit Shipments by Region, 2011-2021 Ex. 5.10 Global SCPC & TDMA to Fixed Towers Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 5.11 Global SCPC & TDMA to Fixed Towers Wireless Backhaul via Satellite Revenues, by Region, 2011-2021 Ex. 5.12 Global TDMA to Fixed Towers Wireless Backhaul via Satellite Unit Shipments, Macrocells & Picocells, 2011-2021 Ex. 5.13 Global HTS Fixed Wireless Backhaul via Satellite Equipment Market, 2011-2021 Ex. 5.14 Global O3b Fixed Wireless Backhaul via Satellite Equipment Market, 2011-2021 Ex. 5.15 Global Wideband Ka-band Fixed Wireless Backhaul via Satellite Equipment Market, 2011-2021 Ex. 5.16 Global Wireless Backhaul via Satellite Fixed Unit Shipments, % Market Share 2011-2021 Ex. 5.17 Global Wireless Backhaul via Satellite Fixed Revenues, % Market Share 2011-2021 Ex. 5.18 Global Mobility Platforms Wireless Backhaul via Satellite Unit Shipments, 2011-2021 Ex. 5.19 Global Mobility Platforms Wireless Backhaul via Satellite Revenues, 2011-2021 Ex. 5.20 Global Mobility Platforms Wireless Backhaul via Satellite Unit Shipments by Region, 2011-2021 Ex. 5.21 Global Mobility Platforms Wireless Backhaul via Satellite Revenues by Region, 2011-2021 Ex. 5.22 Global Mobility Platforms Wireless Backhaul via Satellite Unit Shipments by Type, 2011-2021 Ex. 5.23 Global Mobility Platforms Wireless Backhaul via Satellite Equipment Revenues by Type, 2011-2021 Ex. 5.24 Global Wireless Backhaul via Satellite Unit Shipments by Type, 2011-2021 Ex. 5.25 Global Wireless Backhaul via Satellite Equipment Revenues by Type, 2011-2021

wireless backhaul via satellite, 6th edition - · pdf fileex. 2.21 global wireless backhaul...

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