new frontiers of opportunities v1 - ses.com
TRANSCRIPT
PRESENTERKarim Michel SABBAGH16 November 2017
New Frontiers of Opportunities
Evolution of Space Ecosystem
2New Frontiers of Opportunities - Evolution of Space Ecosystem
Kardashev ScaleClassifying Civilisations
Type I Type II Type III
Civilisation capability of harnessing energy
0.7Mankind today (Carl Sagan)
� Space still today the territory of the privileged
� Only telecommunications sector developed into a flourishing private sector
� Global space industry growth from USD 323 billion in 2015 to USD 329 billion in 2016
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Space Sector Global Space Economy in 2016
New Frontiers of Opportunities - Evolution of Space Ecosystem
Governmental Space
Budgets
~USD 75 B
Satellite Communications Industry Revenues
~USD 239 B
Other Space Industry Revenues
~USD 15 B
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Space Sector Tomorrow
New Frontiers of Opportunities - Evolution of Space Ecosystem
Forecasted global space economy
growth by 2040
1.1 trillion+
Internet, Aerospace and Defence, Telecom Services, Media Ground Communications
and Systems will drive the growth
~300 satellites/year with mass over 50 kg to be launched by
2026
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Internet TrafficAt the Dawn of a Data Boom
New Frontiers of Opportunities - Evolution of Space Ecosystem
~20% CAGR
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Enablers of Exponential GrowthOverview
New Frontiers of Opportunities - Evolution of Space Ecosystem
Energy Technology Access to Space Presence Economics
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First Enabler: Energy (1/2)Most Powerful Resource Available
Solar energy reaching
Earth every minute
Energy used by
Mankind every minute
New Frontiers of Opportunities - Evolution of Space Ecosystem
2000 TWhequivalent to 200 billion
liters of gasoline
0.2 TWh1/10000th of that energy
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First Enabler: Energy (2/2)SES Electric Propulsion Satellites
New Frontiers of Opportunities - Evolution of Space Ecosystem
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vs
Second Enabler: Technology (1/2)Analog Satellites vs DSPs
Traditional payloads architecture
Fully Digitised Satellite Payload
� Software defined payloads
� Real time resource management
� Dynamic bandwidth and coverage allocation
� Optimisation of scarce spectrum resources
� Cost reduction, mass reduction and production acceleration
� Several hundred low noise amplifiers and converters
� Hundreds of input and output filters and RF switches
� Difficult and costly production process
� ~1.5 tons of cabling and switches
New Frontiers of Opportunities - Evolution of Space Ecosystem
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Second Enabler: Technology (2/2)GEONext and O3b mPOWER
New Frontiers of Opportunities - Evolution of Space Ecosystem
ULTIMATE
FLEXIBILITY
GLOBAL
COVERAGE100%
PRODUCTIVE
MULTI-TERABIT
CAPACITY
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Third Enabler: Access to Space (1/2)Improving the Fundamental Economics
New Frontiers of Opportunities - Evolution of Space Ecosystem
DEMAND FOR DATA COST OF ACCESS
Global Population
Autonomous Cars
Internet of Things
Artificial Intelligence
Video and Virtual Reality
Improvements in Technology
Increased Processing Power
Lower Launch Cost
Lower Manufacturing Cost
Lower Time to Market
Cost of a bottle of
water to the ISS:
USD 10,000
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Third Enabler: Access to Space (2/2)Promoting Reusability
� SES-8 first commercial customer to launch on Falcon 9 in 2013
� SES-10 first commercial customer on a flight proven Falcon 9 in 2017
� Rapid and complete reusability of rockets is key
New Frontiers of Opportunities - Evolution of Space Ecosystem
� Presence in space dominated mostly by satellites
� 1,000+ satellites currently in orbit (60+ SES)
� $1.12 billion out of $7.37 billion for orbital launches used for servicing the ISS
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Fourth Enabler: Presence (1/2)A Growing Population in Orbit
New Frontiers of Opportunities - Evolution of Space Ecosystem
� First commercial refueling of a SES satellite in 2020+
� Robotic servicing tools used to perform operations
� Life extension maintaining revenue streams
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Fourth Enabler: Presence (2/2)Working in Space
New Frontiers of Opportunities - Evolution of Space Ecosystem
� Morgan Stanley: $1.1 trillion Space industry by 2040
� Bank of America: $2.7 trillion Space industry by 2040
� Venture capitalists invested USD 1.8 billion in space startups in 2015, double the amount of previous 15 years combined
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Fifth Enabler: Economics (1/2)Creating a Sustainable Business Case
Eco
no
mic
sNew Frontiers of Opportunities - Evolution of Space Ecosystem
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Fifth Enabler: Economics (2/2)Most Powerful Satellite System Ever
16New Frontiers of Opportunities - Evolution of Space Ecosystem
Multi-
Scalable to 10s of Tbps globally
terabit100%productive
Beams go to customers, not empty territory
4,000+beams per satellite
Shape, moderate, route, shift & switch
~400MSquare
kilometrescovered
PRODUCTIVITYCOVERAGECAPACITY FLEXIBILITY
“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run”
- Roy Amara -
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Looking ForwardRoy Amara's Law
New Frontiers of Opportunities - Evolution of Space Ecosystem