oil & gas communications brazil 2013 rio de janeiro - april 16 …2... · mobility market...

Oil & Gas Communications Brazil 2013

Rio de Janeiro - April 16-17, 2013

Apr 2013

Satellite Connectivity Enables New

Applications for the Mobility Industry

Mobile market – Merchant Shipping

2

Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation

Strategic Issues and

Forecast

WORLD MERCHANT SHIPPING FLEET BY OWNERSHIP (>1,000GT SHIPS)*

* Source: IHS Fairplay

14,000 merchant

vessels3,000merchant

vessels

14,100merchant

vessels

2,000merchant

vessels

2,100merchant

vessels

Americas

Europe

Middle East

Russia & CIS

Asia

Source: Euroconsult 2012, Maritime Telecom Solutions by Satellite

Oil & Gas

3


ACTIVE RIGS & FPSO ASSETS DISTRIBUTION WORLDWIDE

60 rigs

80 rigs 37 rigs

27 rigs

8 rigs

16 rigs10 rigs

157 rigs

28 rigs

83 rigs

9 rigs

5 rigs

30 rigs

84rigs

0 rigs

10 rigs

83 rigs

23 rigs

1 rigs

*Active rigs fleet in February 2012**Active FPSO in August 2012

3 units

3 units

31 units

25 units

12 units

4 units

23 units

7 units

17 units

6 units

15 units

7 units

Represents <3 FPSO units


Maritime Shipping Routes

4

Applications

• Voice, Data and Internet communications

• Video communications and surveillance

• Remote Monitoring of oilfield production and infrastructure

• Corporate network connectivity

• Telemedicine

• Real-time international distribution of high bandwidth 3 and 4D seismic survey data

• Maritime Communications

• Emergency Communications

• Asset menagement

• Corporate education

How these demands are met

Satellite Markets – FSS & MSS

FSS MSS

Mobile FSS

Fixed FSS

DTH Mass Market

Enterprise,

Government, Military

Mass Market MSS

Traditional MSS

Land Maritime Aero

above 3 GHz below 3 GHz

Maritime, Aero

Maritime

Aero

Land

hispamar

http://www.telesat.com/

Satellite fleet in 2013

SES-6

ASTRA 2A, 2B, 2D,1D ,1N

95ºE

72ºW

81ºW

83ºW 85ºW 87ºW

105ºW

103ºW 101ºW

183ºE

108.2ºE

67ºW

SES 1 SES 3, AMC 1

AMC 15, AMC 18

AMC 21 Ciel 2

AMC 11

AMC 10

AMC 7 AMC 8

NSS 11,

SES 7

NSS-12

ASTRA 1G

ASTRA 3A, 3B

ASTRA 1H, 1KR, 1L, 1M, 2C, AMC 2

ASTRA

4A,1E

SES-5

NSS 7

NSS 10

NSS 806

AMC 6

AMC 5

AMC 9 AMC 16

SES 2

AMC 3, AMC 4

NSS 703

ASTRA 1C

Sirius 3

Astra 1F

77ºW Quetzsat 1

Yahsat 1A

NSS-5

Astra 2E,F,G

NSS 6

SES-9

SES-8

NSS 9

SES-4

Fleet Expansion in Latin America

C-band Hemi Beam

Replacement and expansion

of NSS-806

Launch: 1H 2013

Reach: 22m homes

Transponders: 43 C-Band, 48

Ku-Band 2 C-Band beams (connected)

3 steerable Ku-Band beams

2 maritime Ku-Band beams

SES-6 at 319.5°E Ku band Coverage

9

Maritime Shipping Routes

10

SES Coverage to Serve those Needs

11

SES extensive Ku-band coverage in the fleet today

addresses most Maritime major routes and Oil & Gas

SES Coverage

▲NSS-6 ▲SES-7 ▲SES-1 ▲SES-4 ▲SES-6

ATL ▲AMC-9 ▲AMC-21 ▲NSS7

▲ASTRA

3B

▲ SES extensive Ku-band coverage in the fleet today can address major aviation routes

– North Atlantic, Asia Pacific, Europe, Middle East

▲ Given the speed of development and the application demand/requirements, a new

innovative designs could be considered to offer affordable broadband speeds

Pipelines are where the units are, but

mostly a play for hardware providers.

13

Global Oil & Gas Market: Where is the

demand?

Source: NSR

Source: NSR

On which frequency? Where is the

revenue?

Mobility

15

DVB-S2

TDM / Spread

Spectrum

Outbound

MF-TDMA

Return

Sat HUB

Ku band

and/or

(optional C or Ka)

Ku band

▲Vessel Terminals

▲( antennas typically 1m,

and in some cases 0.6m)

▲Direct to Ship

Internet POP

Ku band –

IP TV Receive

Only

▲Vessel Terminals

▲( antennas typically 1m,

and in some cases 0.6m)

▲Direct to Planes

Mini-VSAT

(Ku-band)

Ku-band C-band

Data Rate 128/128 kbps –

2,000/512 kbps

up to

4 Mbps

/1Mbps

up to

5 Mbps

/2Mbps

Antenna Size

(diameter) ~ 60 cm

~ 1.2m –

1.5m

~ 1.8 –

2.5m

Major Antenna

Manufacturers Intellian, KVH, SeaTel, KNS,C2Sat, Orbit Marine

Major Modem

Manufacturers iDirect, Comtech, ViaSat

Cloud

Computing

Mobility Market Forecast Overview – FSS & MSS


▲ Significant growth in Commercial Mobility in the next decade

• Growth in MSS is Aero. Maritime MSS (L-Band) will remain relatively flat

• Aero (12.5% CAGR) / Maritime (1.5% CAGR)

• Growth in FSS is split between Maritime and Aero

• Maritime taking the lion share of revenues (16% CAGR)

• Aero has a higher speed of growth (31% CAGR)

Infrastructure Revenues Only:

Retail Revenues average (2x to 4x

Infrastructure)

Segment 2012

Transponders (36

MHz)

2012

Revenues

(US$ Million)

2020

Transponders

(36 MHz)

2020

Revenues

(US$ Million)

FSS 100 200 300 700*

MSS - 650 - 1,200

UAV 100 885** 220 1709**

*. Includes HTS Ka-Band Revenue

**. Retail Services Revenues (Ku band is 90% of Revenue)

Maritime Mobility



Maritime Forecast Overview – FSS


Number of active maritime VSAT terminals by frequency band (2008-2021)

0

5,000

10,000

15,000

20,000

25,000

30,000

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Number of terminals

C-band

Ku-band

Ka-band

FORECAST


0

100

200

300

400

500

600

700

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Million dollars

Maritime FSS capacity revenues for VSAT by frequency band (2008-2021)

C-band

Ka-band

Ku-band

FORECAST

Strong growth in Ku-band revenues Strong growth in Ku, Ka-band only

FSS in 2012 Revenues:

US$ 200 M

Terminals:

~ 10,000

FSS Terminals FSS Revenues

FSS in 2020 Revenues:

US$ 630 M

Terminals:

~ 20,000


Strong growth in $Revenue/Terminal

~85 TPES

C + Ku

~300 TPES

C + Ku

Maritime Forecast Overview – MSS

Strong growth in broadband revenues Strong growth in M2M applications

MSS in 2012 Revenues:

US$ 450 M

Terminals:

~ 200,000

MSS in 2020 Revenues:

US$ 500 M

Terminals:

~ 580,000


Number of active maritime MSS terminals by application (2008-2021)

0

100,000

200,000

300,000

400,000

500,000

600,000

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Number of terminals

Narrowband

Broadband

M2M

FORECAST


Maritime MSS wholesale revenues by application (2008-2021)

0

100

200

300

400

500

600

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Million dollars

Narrowband

Broadband

M2M

FORECASTMSS Terminals MSS Revenues


Maritime Growth –FSS & MSS

FSS Growth

2011 - 2021

Revenues:

US$ 50 M

Terminals:

~ 380,000

Revenues:

US$ 450 M

Terminals:

~ 10,000


0

200

400

600

800

1,000

1,200

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Million dollars

Maritime satellite capacity revenues by technology (2008-2021)

MSS

VSAT

FORECAST

FSS

MSS MSS Growth

2011 - 2021

Source: Euroconsult 2012, Maritime Telecom Solutions by Satellite Maritime Telecom Solutions by Satellite---Global Market Analysis & Forecasts© Euroconsult 2012 – Unauthorized Reproduction is a copyright violation

Number of active maritime satellite terminals by segment (2008-2021)

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Number of terminals

Merchant shipping

Fishing

Passenger ship

Leisure vessel

Offshore

GovernmentFORECAST

---

–

0

50

100

150

200

250

300

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Number of 36Mhz eq. transponders

C - band

Ku - band

C - & Ku - band

FORECAST

SES- Maritime Initiatives

21

Aero Mobility



Aero Market Overview –FSS & MSS

Major Commercial Routes Total Aeronautical Addressable Market

▲ Total addressable market for commercial and general aviation estimated to be 19,000

and 31,000 respectively (with another 16,000 government aircraft)

▲ INMARSAT/IRIDIUM L-Band installed base approx. 39,000 units generating around

130 – 150M$ wholesale revenue (2011, all segments combined, source: TMF

Associates March 2012)

▲ Commercial aviation market expected to double over next 10 – 20 years, with

strongest growth in Asia and Middle East

Aero Market Forecast –FSS & MSS

Aero in 2012 Revenues:

L-band:

US$ 208 M

VSAT:

US$ 12 M

Aero in 2020 Revenues:

L-band:

US$ 675 M

VSAT:

US$ 160 M

▲ Aero mobile broadband still in early days, but is expected to have fast growth in the next decade

▲ VSAT aero market currently mostly UAV

Wholesale revenues ($M) Global MSS Aeronautical Units by Region

HTS -Concept

▲0

▲10

▲20

▲0

▲10

▲20

▲0

▲10

▲20

▲35 ▲30 ▲25

▲45 ▲40

Ku-band “High Throughput Satellite” concept to lower effective cost per bit

Carrier EIRP and receive G/T levels greater than typical CONUS beam levels (e.g., 50 dBW)

Uses existing Ku-band ground infrastructure

Designed for hub/spoke network architectures

Thank you!

Rubens Vituli

Sales Director, Latin America & Caribbean

Av. das Nações Unidas, 12.551, 9º andar • São Paulo, SP • Brazil

Tel +55 11 3443 7554 • +55 11 9 8196-3055 (mobile)

Fax +55 11 3443 7602 • [email protected] • www.ses.com

mailto:[email protected]

http://www.ses.com/

oil & gas communications brazil 2013 rio de janeiro - april 16 …2... · mobility market...

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