Hyper-Broadband satellite Communications >= tens of Mbps to the subscriber. Global, Regional and National Markets for K/Ka-Band SATCOM Commercial Transceivers with Forecasts to 2019

It began in 2010 and it’s already gained an unstoppable momentum. Welcome to the new era of highly broadband Internet access by satellite. Previously Internet-by-satellite was rightly regarded as the poor relation of most connections, with upload bandwidths in the hundreds of kbps regimes (or less) and download bandwidths not much higher. But this is now set to change – and change dramatically. And some of the engines enabling this change already exist: the Hylas1 and Ka-SAT spacecraft are now in orbit and Ka-SAT’s total throughput is 70 Gbps. This is a new situation and it means that many who have previously suffered being “on the wrong side of the digital divide” can now gain access to the Internet at around or above 10 Mbps bandwidths i.e. comparable with or even better than many current cabled connections. Additionally, urban or suburban subscribers who currently suffer a cable service of only a few Mpbs and are outside the economic viability zone of fiber will have the opportunity of a truly high-bandwidth service via SATCOM.

And it’s getting even better because spacecraft with transponders capable of 100 Gbps-plus (total throughput) overall bandwidths will be launched over the next few years. Examples include ViaSat1 (130Gbps), several Inmarsat satellites, Jupiter 1, MegaSat and Hylas2. Major OEMs such as Boeing, EADS Astrium and Space-Systems Loral (SS Loral) are building these spacecraft. An even more advanced concept is enshrined in the European Space Agency’s (ESA’s) proposed “TeraBit” satellite which is currently slated for launch in the 2017 to 2020 time frame. This development is planned to take place within the ARTES program and, when in place will enable subscribers to access the Internet at the blazingly fast rate of around 200 Mbps. TeraBit would utilize the Alphabus platform standard.

The K/Ka microwave and millimeter-wave bands are currently used with the downlinks centered around 20 GHz and the uplinks centered around 30 GHz – but TeraBit would use the much higher (and much more technologically demanding) Q and V-bands. This new report provides extensive data on shipments, average selling prices and total available market data for the ground-based (consumer) transceivers, covering the 2010 to 2019 time scale. B-SAT1 segments eleven geographic regions and also the following three overall consolidated groups:

• Sub-Saharan Africa, Middle East and N. Africa, Central Europe, Western Europe (collectively termed “”Europe, Middle East and Africa” or “EMEA”).

• South East Asia, China and N.E. Asia, South Asia, Russia and Central Asia.

• Oceana and Pacific, Latin America and North America.

The results of research indicate that global shipments amounted to just over one-third of a million in 2010 and will increase to approach 2 billion in 2019. The total available (global) markets added to nearly $1.4 BN in 2010 and will increase at an average annual rate of 9.6% to reach almost $3.2 BN in 2019. There are however substantial regional variations in terms of both absolute values and monetary growth rates. In 2010 the Americas enjoyed the bulk of the market with a share of 74% - mainly due to the US but by 2019 Engalco predicts the pattern will have changed radically.

Annual growth rates are highest for regions such as China and N.E. Asia (often exceeding 20%) whilst some of the smaller regions see a slow decline in market values – principally due to price erosion over the years. As might be expected most volume production is through sub-contract manufacturers based in China.

TABLE OF CONTENTS

Executive Summary

ES.1 Introduction

ES.2 Major Contractors and Operators

ES.3 Key OEMs Supplying K/Ka-band Subscriber-Oriented TxRx

ES.4 Innovation ­ on Toward Mass-Production and Installation

ES.5 The Markets

Section 1  Update of Commercial and Military SATCOM Systems

1.1       Introduction.

1.2       The New Broadband Satellite Revolution.

1.3       K/Ka-band transceivers (TxRx).

1.4       Subscribers.

1.5       Military Applications


Section 2  Recent and Projected K/Ka-band Spacecraft


Section 3  Subscriber-Level Product Technologies

3.1 Introduction

3.2 ITS Electronics

3.2.1 High Power Ka-Band Dual Band Antenna Mount Transceiver
3.2.2 5-W Ka-Band Outdoor BUC/Power Amplifier (Model: UC-29A630A2-3750)

3.2.3 K-Band Block Downconverter for Satellite Earth Stations (Model #8205)

3.3 MITEQ: K/Ka-band block upconverters/downconverter

3.4 Teledyne Microwave

3.4.1 K-Band Low Noise Block (LNB)

3.4.2 Teledyne Ka-Band Block Up-converter (BUC)


Section 4  Key OEMs Supplying K/Ka-band Subscriber-Oriented TxRx


4.1       BDC, BUC and Full Transceiver Manufacturers

4.2       Analysis

4.3       Innovation and Production

4.3.1 CETC's Highly Integrated LTCC RF Front-End, China (2008)

4.3.2 IMST's Ka-band LTCC-based Development

4.3.3 In-house innovation and design

4.4       Mass production


Section 5  Industry Structure, Dynamics and Supply Chains

Section 6 Shipments, Prices and Monetary Values Forecasts

6.1       Introduction.

6.2       Frequency Bands.

6.3       Geographic Regions.

6.4       Definitions, Organization of the Data, Methodology and Forecasts.

6.5       Methodological Sequence for Generating and Processing Data.

6.6       Presentation of Data and Critiques

6.6.1 Shipments, Data

6.6.1.1 Overall Worldwide Shipments Data
6.6.1.2 Region 1 Shipments

          Region 1 Shipments Summary

6.6.1.3 Region 2 Shipments

          Region 2 Shipments Summary

6.6.1.4 Region 3 Shipments

          Region 3 Shipments Summary

6.6.2 Data Concerning Average Selling Prices (ASPs).

6.6.3 TAM Data.

6.6.3.1 Overall Worldwide TAMs Data.

6.6.3.2 Regional TAM Data Summarised for 2010 and 2019.

          Region 1 TAMs Summary

          Region 2 TAMs Summary

          Region 3 TAMs Summary


Appendix: Glossary of Acronyms


List of Tables

Table 2-1 Recent and planned orbital launches

Table 4-1 OEM Suppliers of K/Ka-band BDCs, BUCs and/or Transceivers (TxRx)

Table 4-2 Chinese OEMs Currently Mass-manufacturing LNBs for Satellite TV

Table 6-1 CAAGs for All Three Main Regions

Table 6-2 CAAGs for the Two Sub-regions of Sub-Saharan Africa and the Middle East & N. Africa

Table 6-3 CAAGs for Central Europe and Western Europe

Table 6-4 CAAGs for S. E. Asia and China & N. E. Asia

Table 6-5 CAAGs for the Two Sub-regions of S. Asia and Russia and Central Asia

Table 6-6 CAAGs for North America, Latin America and Oceana & Pacific


List of Figures

Figure ES.1 TxRx total shipments Global (1,000s)

Figure ES.2 TxRx total TAMs Global (US$M)

Figure ES.3 Regional TAMs (US$M) for Ka-band TxRx for 2010

Figure ES.4 Regional TAMs (US$M) for Ka-band TxRx for 2019

Figure ES.5 TxRx TAMs into the North America Region (US$M)

Figure ES.6 TxRx TAMs into the Latin America Region (US$M)

Figure 1.1 Block diagram of a typical K-band SATCOM receiver

Figure 1.2 Raytheon-developed K/Ka-band SATCOM Module

Figure 2.1 Annual Numbers of Spacecraft Launches

Figure 3.1 ITS Electronics' High Power Ka-Band Dual Band Antenna Mount Transceiver

Figure 3.2 ITS Electronics' BUC/Power Amplifier (Model: UC-29A630A2-3750)

Figure 3.3 ITS Electronics' K-Band Block Downconverter (Model #8205)

Figure 3.4 MITEQ Ka-band block upconverter

Figure 3.5 A Teledyne Microwave K-band block upconverter or LNB

Figure 3.6 A Teledyne Microwave Ka-band block upconverter

Figure 4.1 Numbers of OEMs Offering Products

Figure 5.1 Typical Overall Supply Chain

Figure 6.1 Total Market, Captive Market and TAM

Figure 6.2 TxRx total shipments Global (1,000s)

Figure 6.3 Regional Shipments of Ka-band Transceivers for 2010 (1,000s)

Figure 6.4 Regional Shipments of Ka-band Transceivers for 2019 (1,000s)

Figure 6.5 TxRx total shipments According to Regions (1,000s)

Figure 6.6 TxRx Shipments into the Sub-Saharan Africa Region (1,000s)

Figure 6.7 TxRx Shipments into the Middle East & N. Africa Region (1,000s)

Figure 6.8 TxRx Shipments into the Central European Region (1,000s)

Figure 6.9 TxRx Shipments into the Western Europe Region (1,000s)

Figure 6.10 TxRx Shipments into the South East Asia Region (1,000s)

Figure 6.11 TxRx Shipments into the China & N.E. Asia Region (1,000s)

Figure 6.12 TxRx Shipments into the South Asia Region (1,000s)

Figure 6.13 TxRx Shipments into the Russia & Central Asia Region (1,000s)

Figure 6.14 TxRx Shipments into the North America Region (1,000s)

Figure 6.15 TxRx Shipments into the Latin America Region (1,000s)

Figure 6.16 TxRx Shipments into the Oceana & Pacific - Region 3 (1,000s)

Figure 6.17 Geographic Segmentions ASPs (US$)

Figure 6.18 TxRx total TAMs Global (US$M)

Figure 6.19 Regional TAMs (US$M) for Ka-band TxRx for 2010

Figure 6.20 Regional TAMs (US$M) for Ka-band TxRx for 2019

Figure 6.21 TxRx total TAMs According to Regions (US$M

Figure 6.22 TxRx TAMs into the Sub-Saharan Africa Region (US$M)

Figure 6.23 TxRx TAMs into the Middle East & North Africa Region (US$M)

Figure 6.24 TxRx TAMs into the Central Europe Region (US$M)

Figure 6.25 TxRx TAMs into the Western Europe Region (US$M)

Figure 6.26 TxRx TAMs into the South East Asia Region (US$M)

Figure 6.27 TxRx TAMs into the China & N. E. Asia Region (US$M)

Figure 6.28 TxRx TAMs into the South Asia Region (US$M)

Figure 6.29 TxRx TAMs into theRussia & Central Asia Region (US$M)

Figure 6.30 TxRx TAMs into the North America Region (US$M)

Figure 6.31 TxRx TAMs into the Latin America Region (US$M)

Figure 6.32 TxRx TAMs into the Oceana & Pacific Region (US$M)