MWC Shanghai 2024 – Satellite and NTN Summit Recording

This session, led by Tim Hatt of GSMA Intelligence, provided a comprehensive overview of the satellite and non-terrestrial networks (NTN) movement, highlighting its significant opportunities and future potential.

Key Discussion Points:

• Industry Growth: The session discussed the rapid development of the satellite and NTN sectors over the past three to four years, emphasizing their importance to the telecom and tech industries.
• B2B Applications: Key opportunities in B2B applications were highlighted, such as IoT connectivity for remote oil rigs, offshore wind farms, mining, agriculture, and disaster response.
• Market Potential: The current addressable market for satellite-enabled IoT devices is estimated at around 2 billion, with potential for substantial growth as satellite constellations become active.
• Business Demand: Many businesses are eager for satellite-enabled connectivity, driven by the reduction in previous cost barriers.
• Revenue Projections: The satellite sector is projected to generate approximately $10 billion annually in the near term, with significant long-term growth potential.
• Partnerships: The average telecom operator currently has around 1.25 partnerships with satellite companies, a number expected to increase as operators seek to cover diverse regions and offer various services.
• Future Outlook: By 2035, the satellite market could be worth $30 billion annually, providing a potential 2% uplift in total revenue for telecom operators globally. This growth offers a win-win scenario for both satellite companies and telecom operators through enhanced partnerships and revenue streams.

The session set the stage for further discussions on technology innovation, business models, spectrum, and regulation in the satellite and NTN sectors, highlighting the continued high activity and strategic importance of these areas.

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Telco - Satellite Convergence - analyst session at the NTN Summit @ MWC 2024