IoT in the NewSpace era: Will this shake up the satellite industry?

January 2020 | 49 pages | ID: I6FE0FF4FC70EN
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Abstracts

This report analyses the main satellite market trends and their impact on IoT markets.

It explores technological developments, how well satellite suits each of the target vertical markets, as well as market dynamics (strengths and weaknesses).

It also provides market volume forecasts (the installed base of IoT objects) up to 2025:

• Breakdown by network technology
• Breakdown by vertical, for each of the 10 markets examined (transport, logistics, agriculture, manufacturing, security, military, mining & public works, public safety, oil & gas, energy)

Contents

1. EXECUTIVE SUMMARY

2. ANALYSIS OF TECHNOLOGIES AND ARCHITECTURES

2.1. Satellite and IoT: strengths and weaknesses
2.2. GEO, MEO and LEO
2.3. Low earth orbit’s compatibility with IoT
2.4. What architectures for satellite IoT?
2.5. IoT and frequency bands
2.6. Impact of satellite mass

3. ANALYSIS OF ADDRESSABLE SATELLITE LOT MARKETS

3.1. Satellite IoT value chain
3.2. Aligning with the needs of categories of player and verticals
3.3. Precision agriculture
3.4. Environmental monitoring
3.5. Fleet monitoring
3.6. Livestock monitoring
3.7. Construction
3.8. Energy
3.9. Map of markets and players’ current positioning
3.10. Market analysis
3.11. What ARPU for tomorrow’s satellite IoT

4. ECOSYSTEM ANALYSIS

4.1. Summary of player strategies
4.2. Player benchmark
4.3. Eutelsat
4.4. Fleet Space technologies
4.5. Globalstar
4.6. Hiber
4.7. Inmarsat
4.8. Iridium
4.9. Kineis
4.10. Lacuna Space
4.11. Myriota
4.12. Orbcomm

5. MARKET ANALYSIS

5.1. Satellite IoT: strengths and weaknesses
5.2. Strengths
5.3. Weaknesses

6. MARKET ESTIMATES AND FORECASTS

List Of Tables

LIST OF TABLES AND FIGURES

2. Analysis of technologies and architectures
  Geostationary orbit does note enable coverage of the globe’s extremities
  Main applications by orbit
  Orbital coverage and period
  How a low earth orbit satellite works (carry & forward)
  The different satellite IoT architectures
  Pros and cons of direct and indirect connections
  Different frequency bands used by satellite IoT
  Use of frequency bands by satellite IoT players
3. Analysis of addressable satellite loT markets
  Satellite IoT value chain
  How well suited satellite solutions are to different players and types of application
  How well suited is satellite to deliver precision agriculture solutions
  How well suited is satellite to deliver environmental monitoring solutions
  How well suited is satellite to deliver fleet monitoring solutions
  How well suited is satellite to deliver livestock monitoring solutions
  How well suited is satellite to deliver solutions to the construction sector
  How well suited is satellite to deliver solutions to the energy sector
  Map of target markets and players that are currently commercially active (December 2019)
  Satellite players’ development strategies for the IoT market
  Comparison of IoT product prices
4. Ecosystem analysis
  Constellations that have launched a commercial activity
  Other main IoT-centric LEO constellation projects
  Eutelsat’ IoT First: a classic solution for a GEO player
  How the Fleet Space Technologies solution works
  How the Simplex network works
  Breakdown of pre-booked Hiber customers as of March 2019
  Iridium subscribers and revenue in 2016-2018
  Myriota message pricing
5. Market analysis
  5G IoT timeline
6. Estimations et pr?visions de march?
  Progression of the number of connected objects with a satellite module
  Progression of the number of connected objects with an unlicensed LPWAN module whose message will transit via satellite