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SATA STOMB 2014 CONFERENCE TREND AND DEVELOPMENTS IN THE SATELLITE INDUSTRY 18/02/2014

SATA STOMB 2014 CONFERENCE TREND AND DEVELOPMENTS IN THE SATELLITE INDUSTRY 18/02/2014. Our Satellite, which art in heaven, Give us, this day, our daily broadband, And forgive us our trespasses. THE TELKOM VALUE PROPOSITION AND KEY TRENDS AND DEVELOPMENTS. Key Topics (Agenda) .

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SATA STOMB 2014 CONFERENCE TREND AND DEVELOPMENTS IN THE SATELLITE INDUSTRY 18/02/2014

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  1. SATA STOMB 2014 CONFERENCE TREND AND DEVELOPMENTS IN THE SATELLITE INDUSTRY18/02/2014

  2. Our Satellite, which art in heaven, Give us, this day, our daily broadband, And forgive us our trespasses

  3. THE TELKOM VALUE PROPOSITION AND KEY TRENDS AND DEVELOPMENTS Key Topics (Agenda) The Satellite Industry The Key Enabling Technologies The Emerging Business Models Telkom’s Product portfolio and Value Proposition Conclusion Satellite Strategy Inputs

  4. THE TELKOM VALUE PROPOSITION AND KEY TRENDS AND DEVELOPMENTS The industry in general Satellite industry value chain Macro and Market Segments Capacity and demand The enabling Technologies Source Coding Channel coding The Channel Payload architecture The Business Business model Creating Supplier Chain Surplus Telkom’s Value Proposition Telkom’s Satellite Product Portfolio Space Segment capabilities Teleport Services

  5. THE INDUSTRY IN GENERAL - SATELLITE VALUE CHAIN Satellite Industry Value Chain Satellite Manufacturers Launch Vehicle Providers Satellite Operators Satellite Service Providers Ground Segment Manufacturers CUSTOMERS • Consolidated industry • High risk business • Long term investment • Dominated by 5< • Consolidated industry • High risk business • Long term investment • 5 < • Consolidated industry • High risk business • Long term investment • 6 < • A few regional players • A few National players • Large number > 100 • Very competitive • Moderate investment • Large number of players • > 1000

  6. THE INDUSTRY IN GENERAL – MARKET SEGMENTS

  7. THE INDUSTRY IN GENERAL – RSA Plc Supported via satellite links

  8. THE INDUSTRY IN GENERAL – RSA Plc Performance achieved in Europe 3 geostationary satellites European Geostationary Navigation Overlay Service (EGNOS) 32 GPS satellites Open service  millions of users 34 receive stations 6 uplink stations 4 processing, monitoring & control centers

  9. THE INDUSTRY IN GENERAL – RSA Plc

  10. THE INDUSTRY IN GENERAL – MARKET SEGMENTS • Over 1000 operating satellites as of year-end 2012 • More than half are communication satellites • More than a third are commercial satellites • In excess of 50 countries operate at least one satellite (some as part of regional consortia) Source: SIA “State of the Satellite Industry Report 2013”

  11. THE INDUSTRY IN GENERAL – CAPACITY AND DEMAND Regional Market Share (total =7000+ transponders) 410 TPE 1295 TPE 1223 TPE 1618 TPE 1918 TPE 911 TPE Data Video Government

  12. THE INDUSTRY IN GENERAL – CAPACITY AND DEMAND Supply: HTS Sub-Saharan Africa - Fill Rate Evolution 2012-2020 (Gbps) XX% • About 50 Gbps of forward and return capacity will be offered in 2016, mainly by O3b, Yahsat and Avanti • HTS demand is forecasted to stay relatively modest compared to the deployed supply • The Trunking & Wireless Backhaul demand in the graph above is not considered in the HTS fill rate estimations Source: SES Corporate Development, Strategy & Market Intelligence (May 2013)

  13. THE INDUSTRY IN GENERAL – CAPACITY AND DEMAND Average TP cost around $2.2k by 2017

  14. THE INDUSTRY IN GENERAL – CAPACITY AND DEMAND

  15. THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL • Analogue voice • Analogue video • Data Source Decoder Channel Decoder Source Channel Coder Source Coder • MPEG2 to MPEG4 • A-bis optimization (CMB) • DVB S to DVB S2 • CCM, ACM • 8APSK to 32APSK • To 64APSK • Spectral efficiecy • Copper (ADSL) • Fiber - FFTB, FFTC, FFTH (XPON) • Wireless • Microwaves & LTE • Satellites • From wide to spot beams • Payload architecture (X-strapping) • Small to big satellites (100 TPS) • High Throughput Satellites (HTS)

  16. THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL O3b Networks8,062 km 36,000 km O3b 120ms 500ms Geostationary Satellites

  17. THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL Key Takeaway: • Satellite broadband services are at prices points that are comparable to ADSL WHAT DO ALL THESE DEVELOPMENTS MEAN?

  18. THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL Key Takeaway: • Satellite broadband services are at prices points that are comparable to ADSL WHAT DOTHESE DEVELOPMENTS MEAN?

  19. KEY TRENDS AND DEVELOPMENTS (BUSINESS MODELS) ENT CON Satellite Operator (S.O) Satellite Operator Satellite Operator S.O Satellite Operator Capabilities Space Segment Service Provider Service Provider Service Provider Ground Station (RF) Base Band Systems (Hub & Modems) Networks and OSS/BSS Service Provider Distributor & Agencies Installation Service Provider Customer ACQ & Management. Business Models Virtual Network Operator (VNO) Fully Integrated Partially Integrated Hybrid Managed Services (Consumer) 1 2 3 4 1 2 3 4

  20. KEY TRENDS AND DEVELOPMENTS (BUSINESS CHALLENGES DESCALE OF ECONOMIES) Key Takeaway: • Descale of economies destroy value.

  21. 52 dBW 51 dBW 50 dBW 49 dBW 48 dBW 46 dBW 44 dBW 42 dBW 40 dBW 38 dBW KEY TRENDS AND DEVELOPMENTS (BUSINESS CHALLENGES – DESCALE OF ECONOMIES) Key Takeaway: • Descale of economies destroy value.

  22. KEY TRENDS AND DEVELOPMENTS (BUSINESS CHALLENGES – AFFORDABILITY)

  23. KEY TRENDS AND DEVELOPMENTS (BUSINESS CHALLENGES) Key Takeaway: • Design a supply chain network that is align with your competitive strategy. Supplier Chain Strategy Transportation Pricing Competitive Strategy Inventory Sourcing Facilities Information Supply Chain Structure Efficiency Responsiveness Logical Drivers Cost Cross-Functional Drivers SUPPLY CHAIN DECISIONING-MAKING FRAMEWORK (STRATEGIC FIT)

  24. TELKOM’S VALUE PROPOSITION AND CAPABILITIES (PRODUCTS) SpaceStream National (Dedicated & Shared networks) Enterprise WAN within the borders of South Africa Maintenance and support by Telkom NCO and NFO SpaceStream Multinational Enterprise WAN networks rest of Africa Monitored by CNO at Telkom NNOC In-country licensing and maintenance and support by iWay SpaceStream Office / SpaceStream Express PSTN voice and Internet access via VSAT anywhere in SA 512kbps only SpaceStream Home Entry level SIP voice and internet access 512kbps only

  25. TELKOM’S VALUE PROPOSITION AND CAPABILITIES (TELEPORTS) Services: • Equipment Hosting • Managed Networks • Uplink and Down link facilities • Project Management • Network Design • Consulting Services We have a very good satellite ground infrastructure HARTEBEESTHOEK MALVERN TELEPORTS CROWTHORNE KLIPHEUWEL

  26. CONCLUSION Key Takeaways Satellite capacity oversupply in SSA will drive prices down HTS are enabling satellite broadband prices that are comparable to ADSL Strategic Fit - Competitive strategies alignment with supplier chain strategy Bottom of the pyramid economies will only be achieved through collaboration Satellite Strategy Inputs

  27. CONCLUSION THANK YOU

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