Upload
grahame-lynch
View
109
Download
3
Tags:
Embed Size (px)
Citation preview
Email: [email protected]
Tel: +44-1727-832288
Simon Bull
Senior Consultant
COMSYS LLP
London, UK
Australasia Satellite
Forum
Sydney 20.05.2015
Enterprise Networks
The Fog Begins to Clear?
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
3
VSAT is being squeezed
squeezed in every region
squeezed in almost every segment
squeezed out of prime network roles
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
4
pushed to the edge
of networks
of capabilities
of pricing
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
5
challenged
to adapt and perform with new and
rapidly changing applications
by massive advances in competing
technologies
and shifting global economics
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
6
absorbed and integrated
into networks
often as part of solutions
not as the solution
arguably with less value
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
7
the united states
was the worlds largest enterprise market
the leader in vsat innovation
serving significant enterprises
showing the way forward
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
8
0
50
100
150
200
250
300
350
400
1990 1997 2000 2007 2010
0
50
100
150
200
250
300
350
400
1990 1997 2000 2007 2010
0
50
100
150
200
250
300
350
400
1990 1997 2000 2007 2010
0
50
100
150
200
250
300
350
400
1990 1997 2000 2007 2010 1990 1997 2007 2010 Today
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
9
but this is not unique to VSAT
dsl connections
leased lines
mpls
gsm
are all facing pressure
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
10
0
200
400
600
800
1,000
1,200
1,400
1992 1995 1998 2001 2004 2007 2010 2013
global enterprise VSAT
has continued to grow
the technology has adapted
helped by consumer volumes
volume success has been based
on a combination of cost and
reliability
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
11
0
10
20
30
40
50
60
70
80
90
01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
corporate VSAT services
have grown at almost twice the rate
of enterprise: 7.7% vs 4.1%
technology has been part of this
but service focus, industry
specialisation and networking
innovation have been the primary
drivers
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
12
which brings us to the
question of spot beam
satellites
hts of all types will dominate satellite
bandwidth at some point
the hts business model has been based
on inflexible closed systems
but it is questionable whether this is
proving to be a viable solution
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
13
closed systems
reduce VSAT operator value
increase satellite operator control and share
remove attractiveness for most providers
considerable resistance is evident
commoditise and devalue satellite solutions
but potentially expand volume
bring a lower cost/bit which is only now
beginning to emerge
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
14
disruption is imminent in places
some markets have already experienced it
north africa, afghanistan, malaysia
others can expect it
australia, europe
born more from desperation and pragmatism
possibly relatively short term but with the
possibility of long term consequences
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
15
business VSAT services
are under pressure
but are still growing
are often disliked
but remain essential
are small revenue sources versus terrestrial
but still make better margins
and are now a critical segment for most
satellite operators
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
16
leos
will happen
will be closed systems
won’t be until the end of the decade
might be exclusively consumer
will be used by business
might have incorporated some lessons
will be hugely disruptive
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
17
flexibility is essential
and it’s coming …
already open … ipstar, avanti
opening … kasat, inmarsat gx
open from inception … intelsat epic
vno models … tsbc thor 7
design flexibility … eutelsat quantum
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
18
Enterprise VSAT growth
scada systems
atm machines
lottery terminals
credit verification
environmental monitoring
ultimately ..
iot
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
19
Corporate VSAT growth
land based drilling
mining
maritime
offshore o&g
disaster recovery
sng/media
military
aeronautical
cell backhaul
construction
government
ngo
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
20
VSAT service providers
understand customer requirements
craft solutions
configure networks
integrate applications
ensure reliability
provide value
Enterprise VSAT Markets, the Fog Begins to Clear?Australasia Satellite Forum 2015 – 20.05.2015
21
the fog has yet to clear
challenges remain, but so do requirements
value exists, but only if created
the satellite industry needs to respond
bandwidth isn’t everything