Where were the Real Innovators?

Satellite Innovation Symposium has become the most important West Coast event for satellite professionals who follow the evolving technologies and market opportunities related to satellites and space.

Here is what the conference attendees were saying about the LEO companies, according to Wendy Lewis writing in SatMagazine:

How the proposed constellations of Low Earth Orbit (LEO) satellites will impact the industry remains a key question.

There were multiple discussions about the potential for OneWeb, Project Kuiper, Starlink, Telesat LEO, LeoSat and others to succeed and speculation on which might merge with others and which might be left on the drawing board.

Continue reading HERE.

I would like to have overheard some of those conversations and discussions.  If the LEO operates as planned they are going to be taking customers from these MEO and GEO satellite communications innovators. LEOs have a latency advantage they can exploit, with no way for the MEO and GEO systems to match.

The LEO broadband companies are the leading edge innovators, yet they did not exhibit or present at the Symposium “the most important West Coast event for satellite professionals.” Why?  SpaceX is going to launch more satellites than all MEO and GEO sats ever launched. Is SpaceX too busy Innovating to go to conferences where they spend hours talking about innovation?

The Sponsors & Exhibitors are HERE.  Any insight from readers? 

Bank of America: 15 Radical Technologies Will Transform the Future

One of those technologies is LEO satellites:

BofA said nanosatellites could play a crucial role in connecting nearly 41 per cent of the population that is still not connected to the internet. These are small satellites providing more affordable access to space and universal satellite internet access.

The global nano and microsatellite market is set to grow at a 22.2 per cent compound annual growth rate over the next six years from $1.3bn in 2018 to $5.2bn in 2025.

Tech giant Amazon has already applied for permission to launch 3,236 satellites and it would positively impact the fields of space, military, telecoms, communications, science and remote sensing.

I guess BofA does not know about the SpaceX StarLink and OneWeb satellites that are in orbit.  Both companies have a robust launch schedule for the next two years.

The full article is HERE

Amazon Exec Dave Limp Expects Project Kuiper Satellites to Boost Sales and Cloud

Here’s how Limp explained the business case at the GeekWire Summit:

“There are lots of places on Earth that are incredibly well-served by wireless. But when you map it out, and we have done this pretty carefully, there are lots of blank spots. And by the way, immediately your mind goes, ‘Oh, well, there’s a big blank spot in sub-Saharan Africa.’ You don’t have to go that far.

“You just have to go to Eastern Washington, and you can find lots of areas where connectivity is very difficult to get. And if you do have connectivity, it’s not the connectivity that we’re now beginning to take for granted. It’s running off legacy copper, in many instances, or off satellite systems that, because of the constraints on how to get things to space, have very long latency and lower bandwidth.

“If you think about Amazon and what we want to do in the future, we want everybody connected. A, it’s good for society, and B, it also will be good for Amazon. Obviously, more people can shop, which we like, and more people can get access to things like Alexa, and more developers can get access to things like AWS.

“So, connectivity is kind of a primitive, first and foremost, but it’s getting close to a human right. If you were writing a new Bill of Rights today, you might put connectivity in it. It’s close to that. [There are] lots of things small companies can do. They’re nimble, they’re in a garage, they can invent super-fast. [But] there are some things that, for bigger companies — it’s on our shoulders to solve. This is an example of one of those.

“To solve that connectivity … on a global basis, we’re going to have to put 3,236 satellites up. That’s going to take billions and billions of dollars of capital. And by the way, it’s high risk. We’ve got a lot of invention ahead of us. But I like that we’re willing to take on the responsibility for trying to do that. I think we can also turn it into a good business. That’s not lost on us. But when you can get the overlap of the Venn diagrams of “good businesses” with “greater good,” those are the things you want to work on.

“Kindle was that way for me. That’s why I came to Amazon. If we can help with literacy and reading in the world, and also turn it into a pretty good business, that’s a good job to have.”

Full GeekWire article HERE.

Note: Amazon looks at Project Kuiper as just another segment of their sales infrastructure.  This is a strategic advantage.