maritime satellite applications assessing priorities in · mobility market forecast overview –...
TRANSCRIPT
Maritime Satellite
Applications
Assessing Priorities In
Today’s Market
Nick Burrett – Regional Sales Director
Data & Mobility Services
25th June 2013
Agenda
1. Mobility market general overview & forecast
2. Maritime market
3. SES mobility beams
4. SES fleet and services overview
2
Mobility market overview
3
Mobility Market Forecast Overview –FSS & MSS
Source: Euroconsult 2012, Maritime Telecom Solutions by Satellite
• Significant growth in Commercial Mobility in the next decade
• Growth in MSS is Aero. Maritime MSS (L-Band) will remain relatively flat
• Aero (12.5% CAGR) / Maritime (1.5% CAGR)
• Growth in FSS is split between Maritime and Aero
• Aero (31% CAGR) / Maritime (16% CAGR)
Infrastructure Revenues Only:
Retail Revenues average (2x to 4x
Infrastructure)
Segment 2012
Transponders (36
MHz)
2012
Revenues
(US$ Million)
2020
Transponders
(36 MHz)
2020
Revenues
(US$ Million)
FSS 100 200 300 700*
MSS - 650 - 1,200
UAV 100 885** 220 1709**
*. Includes HTS Ka-Band Revenue
**. Retail Services Revenues (Ku band is 90% of Revenue)
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Maritime Mobility
5
Maritime Forecast Overview –FSS
Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation
Number of active maritime VSAT terminals by frequency band (2008-2021)
0
5,000
10,000
15,000
20,000
25,000
30,000
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Number of terminals
C-band
Ku-band
Ka-band
FORECAST
Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation
0
100
200
300
400
500
600
700
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Million dollars
Maritime FSS capacity revenues for VSAT by frequency band (2008-2021)
C-band
Ka-band
Ku-band
FORECAST
Strong growth in Ku-band revenues Strong growth in Ku, Ka-band only
FSS Terminals FSS Revenues
Source: Euroconsult 2012, Maritime Telecom Solutions by Satellite
FSS in 2012 Revenues:
US$ 200 M
Terminals:
~ 10,000
FSS in 2020 Revenues:
US$ 630 M
Terminals:
~ 20,000
Strong growth in $Revenue/Terminal
~85 TPES
C + Ku
~300 TPES
C + Ku
6
Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation
Number of active maritime satellite terminals by segment (2008-2021)
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Number of terminals
Merchant shipping
Fishing
Passenger ship
Leisure vessel
Offshore
GovernmentFORECAST
Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation
0
200
400
600
800
1,000
1,200
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Million dollars
Maritime satellite capacity revenues by technology (2008-2021)
MSS
VSAT
FORECAST
FSS Growth
2011 - 2021
Revenues:
US$ 50 M
Terminals:
~ 380,000
Revenues:
US$ 450 M
Terminals:
~ 10,000
MSS Growth
2011 - 2021
---
–
0
50
100
150
200
250
300
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Number of 36Mhz eq. transponders
C - band
Ku - band
C - & Ku - band
FORECAST
Maritime Growth –FSS & MSS
FSS
MSS
Source: Euroconsult 2012, Maritime Telecom Solutions by Satellite
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Global Market Analysis & Forecasts Euroconsult Research Report 2012
▲Source Euroconsult
8
Appendix – Bandwidth Speed
9
▲10
▲Processing
equipment and data
servers onboard
▲ Expensive!
▲Creating New Markets in Seismic
▲Need for real-time
information to make
quick decisions ▲Data tapes
flown to shore
by helicopter
The Digital Ship
▲Scientific
staff onboard
▲ Very high
dry rate
Merchant Shipping Market Euroconsult Research Report 2012
• Close to 70,000 merchant vessels in operation in early 2012
• Filipinos represent 30% of the 1.4 million seafarers worldwide
• Main shipping lanes located in Northern Atlantic and Pacific
• Merchant shipping as the largest maritime satcom market
• More than 221,000 MSS terminals in operation at year end 2011
• VSAT installation growing at 17% CAGR since 2008
• More than 439,000 terminals expected by 2021
• A $951 million market by 2021
• “Smart” vessels with less crew onboard
• Crew communication pulling the bandwidth demand
• Tankers requiring the highest bandwidth
• Safety communications stands for large part of terminal count
• Broadband systems enabling new applications
▲Source Euroconsult
1.4 million seafarers demanding broadband
Mostly narrowband today with 221’000 terminals
Number of sat terminals doubling in next 10 years .. and moving to broadband
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Merchant Shipping Traffic
▲Source Euroconsult
12
Fishing Market Euroconsult Research Report 2012
• Small vessels dominating the fishing industry
• 35 million fishers worldwide, mainly in Asia
• The Pacific Ocean as the main fishing area
• Industrialized vessels stand for the core satellite market
• Medium and large vessels as key satcom market
• MSS as predominant solutions
• VSAT solutions in growth
• Forecasts for the fishing market to 2021
• Large VMS demand to control illegal fishing
• Regulation and crew communications to drive the growth
• Welfare communication and productivity improvement
to drive data consumption
• MSS to have a better penetration in the next decade
▲Source Euroconsult
13
Main Fishing Regions
▲Source Euroconsult
14
Passenger Ship Market Euroconsult Research Report 2012
• About 6,500 passenger ships worldwide
• Cruise ships make up half of the capacity of world passenger ships
• 100% utilization rate with high revenue per passenger
• The Caribbean, Alaska and Europe as top destinations
• Cruise ships as heavy satcom users
• Up to 25 Mbps required for a comfortable voyage
• A full range of telecommunication services onboard
- Web browsing & e-mailing are the most-used applications
- Onboard telephony via satellite
- Satellite TV becoming popular
- Credit transactions a must-have for onboard commerce
• 15,000 terminals by 2021
• Broadband and LDR / M2M to drive the MSS market
• VSAT to boost satcom market
▲Source Euroconsult
▲MS Independence of the Seas – Royal Caribbean
▲Capacity 4,370 passengers
1,360 crew
15
“MS Oasis of the Sea’s”
Bandwidth Distribution
▲Up to 25 Mbps required for a comfortable voyage ▲Source Euroconsult
16
Cruise Ships Prime Destinations
▲Source Euroconsult
17
Leisure Vessels Market Euroconsult Research Report 2012
• Superyachts as the premium leisure market
• 320 superyachts built per year
• Europe as the first destination for leisure vessels
• 1,000 superyachts chartered in 2011
• Small vessels with large bandwidth demand
• Always-on communication as a common practice
• Strong regional focus and strong seasonality
• Applications ranging from emailing to telemedicine
• Almost 29,000 satcom terminals by 2021
• MSS terminals to grow to 27,000 units by 2021
• VSAT terminals are highly competitive
▲Source Euroconsult
18
Capacity Revenues by Technology -
Leisure Vessels
▲Source Euroconsult
▲Huge demand for broadband access
19
Leisure Yacht’s Prime Destinations
▲Source Euroconsult
20
Offshore Market Euroconsult Research Report 2012
• Rigs, supporting vessels, and FPSOs as key satcom addressable market
• More than 750 operational rigs in the world
• The North Sea as the most important region
• World offshore oil production to grow
over the next decade
• The market is expanding into emerging regions
• A highly competitive market for satcom providers
• Consolidations led to a concentrated market
• Different telecommunication technologies competing with the satcom
• MSS widely used offshore for broadband connectivity and asset tracking
• VSAT satcom widely accepted by the offshore community
• More than 37,000 satcom terminals in the offshore sector by 2021
• More bandwidth for more communication in real time
▲Source Euroconsult
21
Active Rigs & FPSO units
▲Source Euroconsult
22
Government Market
• More than 9,000 Government vessels in operation in 2011
• Military vessels as the core government market
• The US Navy makes up 30% of the world military fleet
• Global military fleet still to expand
• The market is dominated
by a few specialized service providers
• Managed end-to-end service contracts instead of pure capacity leases
• Trends towards increasing use of proprietary milsatcom systems
• Hosted payloads to enhance and complement government systems
• More than 9,000 satcom terminals expected onboard government vessels by 2021
• Government maritime, a $142 million market for commercial satcom by 2021
• A move to higher bands to allow broadband connectivity
• A clear trend toward VSAT over the next years
▲Source Euroconsult
23
SES Mobility Beams
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SES aggregated Ku band footprints
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SES-6
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SES-6 Atlantic beam EIRP peak 49 dBW
27
Ku Atlantic Beam details
SES-6 ATL Beam
V
H
H
V
H
V
V
H
W-ATL
E-ATL
216MHz 216MHz
216MHz
216MHz
3x72MHz
3x72MHz
3x72MHz
3x72MHz
User
User Teleport Europe
28
NSS-703 47°W
Cost-effective capacity serving the new Atlantic Ocean region
NSS-703 Ku-band spot beam 2 NSS-703 Ku-band spot beam 1
• Three fully-steerable Ku-band spots which can be configured to meet specific customer requirements in the region including maritime communication services
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NSS-703 47°W
Three fully-steerable Ku-band spots which
can be configured to meet specific
customer requirements in Europe
including maritime communication
services
Cost-effective capacity serving the new Atlantic Ocean region
NSS-703 Ku-band spot beam 3
30
SES-9 East Indian Ocean beam
SES-9 West Indian Ocean beam
SES-9 Indonesia Beam EIRP
33
SES-9 Adelaide Beam
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SES Services
35
Enterprise & telcos:
value-added and customised services
• We have a track record of providing
excellent technical and customised
support to our mobility customers.
• Our range of services helps you reach
new markets without incurring large
start-up costs.
SCPC service
DVB service
VNO service
Bi-directional broadband access
36
SES Teleport Map
• Our extensive global ground network is located
close to major terrestrial fiber and internet
networks to provide flexible and reliable connectivity
• options for a wide range of applications.
38
Thank you!
39