Abstract
Overview
2005 was a year of massive consolidation for the satellite industry:
Intelsat's takeover of PanAmSat in August 2005 and SES GLOBAL's acquisition of
NSS in December of that year strengthened the two companies' already solid
lead over the competition. On the manufacturing side of things, Alcatel and
Finmeccanica merged in January 2005. At the same time, competition is heating
up across the board. In a market where terrestrial technologies dominate the
supply of broadband internet services, satellite is now facing stiff
competition from these terrestrial networks, and ADSL in particular, in the
video distribution market as well.
In view of the current state of affairs, satellite industry players are now
having to ask themselves which new business areas are most likely to ensure
their future growth: high definition TV, digital radio, mobile TV, IPTV and
two-way internet access are among the applications likely to generate sizeable
demand for satellite capacity, along with more traditional markets like DTH
which is on the rise in several countries that are only just beginning to
deregulate their media sector. So the satellite industry is at a turning
point, and operators need to make a series of major decisions concerning their
new strategic orientation, which will be key in determining their future.
To shed some light on the market opportunities at hand and the challenges that
these players will be facing in the mediumterm, drawing on key satellite
market studies, this report provides a detailed analysis of the strategic
choices that the satellite industry's key players are facing, and examines the
coherence between the strategies being rolled out and the market's
opportunities. It also pinpoints the central challenges that satellite
operators will have to meet, and the assets they possess when seeking to
position themselves effectively in different markets.
Features
- State of development in satellite's key markets
- Satellite operators facing major strategic choices
- Competing with terrestrial technologies
- Disparate market opportunities from region to region
- Satellite's key services
- Expected technological developments
- Impact of mergers and privatisations
Key questions
- What are the winning strategies for satellite operators?
- What are satellite's strengths and weaknesses in the different markets?
- What growth prospects are there for satellite's target markets?
- How should satellite position itself in broadband access, given terrestrial
- technologies domination of the market?
- What are the growth relays for the video distribution market?
- What is the impact of the sector's increasing consolidation and
privatisation?
- What are the stakes and challenges of satellite frequency issues?
Who should read this report?
Satellite operators and manufacturers
- Anticipate the most promising medium-term market opportunities
- Assess satellite's best positioning in the different markets
- Gauging the threat from terrestrial technologies
Fixed and mobile telecom operators
- Understanding satellite industry players' global strategies
- Identify partnership possibilities with satellite operators
- Assess satellite's strengths in the different markets
Media industry players and service providers
- Understand the stakes and challenges of the video distribution market
- Assess opportunities in new markets: notably HDTV, mobile TV, digital radio
- Identify partnership possibilities with satellite industry players
Investors and analysts
- Analyse the overall state of competition in global satellite markets
- Anticipate satellite industry players' strategic decisions Ê%
Players
- Asiasat
- Boeing
- Echostar
- Eutelsat
- Galileo
- GlobeCast
- Hughes Network Systems
- Intelsat/PanAmSat
- IPSTAR
- MBCo
- SES GLOBAL/NSS
- Sirius
- Telesat
- TU Media
- WildBlue
- WorldSpace
- XM