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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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slide2

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

slide3

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

slide4

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

slide5

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
slide7

THE INDUSTRY IN GENERAL – RSA Plc

Supported via satellite links

slide8

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

slide10

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”

regional market share total 7000 transponders

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

supply hts sub saharan africa fill rate evolution 2012 2020 gbps

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)

slide13

THE INDUSTRY IN GENERAL – CAPACITY AND DEMAND

Average TP cost around $2.2k by 2017

slide15

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)
slide16

THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL

O3b Networks8,062 km

36,000 km

O3b

120ms

500ms

Geostationary Satellites

slide17

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?

slide18

THE ENABLING TECHNOLOGIES – COMMUNICATION CHANNEL

Key Takeaway:

  • Satellite broadband services are at prices points that are comparable to ADSL

WHAT DOTHESE DEVELOPMENTS MEAN?

slide19

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

slide20

KEY TRENDS AND DEVELOPMENTS (BUSINESS CHALLENGES DESCALE OF ECONOMIES)

Key Takeaway:

  • Descale of economies destroy value.
slide21

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.
slide23

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)

slide24

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

slide25

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

slide26

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

slide27

CONCLUSION

THANK YOU