New NSR Report Foresees Strong Satellite Operator Revenue Growth, but Oversupply Potential Looms
Wilmington, DE, September 3, 2013 – NSR’s Global Assessment of Satellite Supply & Demand, 10th Edition report, released today, projects commercial satellite operator revenues from transponder and bandwidth leasing will top US$18.8 billion in the coming ten years, up from US$11.2 billion in 2012. This strong growth comes from a mix of C, Ku and widebeam Ka-band transponder leasing gains in such diverse markets as DTH, video distribution and VSAT networking, generating some US$4.5 billion in new revenues by 2022. A rapid emergence in HTS and MEO-HTS provisioned services like broadband access, backhaul and mobility should also add another US$3.1 billion in wholesale capacity revenues.
Even with the positive growth projections, NSR raises real concerns about the potential negative impact of sustained supply growth on certain regional markets. “Our current projections are that global supply of C, Ku and widebeam Ka-band transponders will increase by over 30% by 2018, which is equivalent to more than 2,700 TPEs,” stated NSR senior analyst and report author, Patrick French. “Further, NSR expects that global HTS and MEO-HTS supply will reach a phenomenal 2.3 Tbps by 2022, equal to over 450 ‘classic’ C/Ku satellite payloads.”
“While NSR clearly believes that demand exists for these transponder and HTS/MEO-HTS supply increases”, stated French, “there will also be winners and losers during this period of transition in the industry with battles being fought out application-by-application and satellite-by-satellite in each country and region around the world.”
The GASSD 10th Edition study continues a decade of in-depth and highly detailed assessments of commercial satellite capacity supply and demand analysis as well as introducing another industry first, a comprehensive supply and demand assessment of emerging Medium Earth Orbit-High Throughput Satellite (MEO-HTS) constellations that will enter into commercial service in late 2013.
About the Report
NSR’s Global Assessment of Satellite Supply & Demand, 10th Edition provides a wealth of data and analysis from the very top line global trends to highly detailed and granular assessments of supply and demand trends for eight separate applications in each of five different types of capacity (C-band, Ku-band, widebeam Ka-band, HTS, MEO-HTS) for twelve individual regions. Supplemented by over 450 tables and charts within the integral client Excel data sheets, the report provides the most comprehensive and detailed data and analysis available to the industry. NSR led the industry in introducing the assessment and forecasting of commercial services using High Throughput Satellite (HTS) and Medium Earth Orbit-High Throughput Satellites (MEO-HTS) capacity as well as being one of the first to make specific projections for growth in UltraHD and 3D channels within the video distribution and DTH markets. For additional information on this report, including a full table of contents, list of figures and executive summary, please visit www.nsr.com or call NSR at 617-576-5771.
