I enclose details of our latest satellite report. It should come as no secret that broadband satellite market growth over the past 24 months has been truly disappointing. Outside of corporate network deals won by large legacy VSAT players, high expectations and spending in the anticipation of heightened demand have been met with minimal opportunity. The broadband satellite market has undoubtedly been affected by two key factors leading to such disappointing results: 1) a telecom sector slump affecting demand and enterprise spending; and 2) high cost proprietary systems that limit the addressable market and hamper the ability of ISPs and NSPs to offer a profitable service.
Based on data observed from various intergovernmental agencies, it now appears the telecom and satellite markets are inching closer to recovery. Costs are trimmed, business models are refocused and made more conservative, and the lower number of broadband satellite players is now at a near sustainable level. In addition the global economy appears to have already hit bottom and is slowly starting to show signs of recovery. Despite these positive trends, the satellite market still lacks a key component: low cost, interoperable solutions for delivery of broadband services. DVB-RCS (DVB Return Channel via Satellite) and DOCSIS (Data Over Cable Service Interface Specification) are now rapidly becoming viable standards for broadband satellite equipment and service. Both standards offer the promise of lower equipment costs, lower service delivery costs, interoperability, greater customer choice, and market scalability. DVB-RCS is a fairly developed satellite-centric standard promoted by a critical mass of operators and equipment vendors. DOCSIS is a terrestrial cable standard, which is modified to accommodate the unique factors related to satellite links. Basing a satellite service on either standard theoretically creates a situation similar to the terrestrial world where downward price pressure and equipment choice from multiple vendors is the norm. While both standards create a great deal of hope in such a bruised industry, both DVB-RCS and DOCSIS are in their early stages and are only deployed in a small number of sites. In fact DOCSIS has yet to be used in any commercial satellite deployment, and many vendors claim it is not workable in a satellite environment. DVB-RCS is also thought to be too expensive, and costs are unlikely to reduce anytime soon without large volume orders. So while the prospects for standards-based broadband satellite growth are apparent, it is not yet clear whether DVB-RCS and DOCSIS will generate the competitive edge satellite players require to penetrate the broadband market. Primary Elements of the Report Include: History and Development of DVB-RCS and DOCSIS Regional Trends in Telecom Standards Adoption Technology Trends and Integration Market Trends and Competitive Dynamic Review of Pricing Factors and Projected Price Points Review of Current and Projected Deployments Vendor Profiles- DVB-RCS and DOCSIS Players Equipment/Solution Vendors Service Providers Business Model and ROI Analysis for DVB-RCS and DOCSIS Based Services Market Forecasts for DVB-RCS/DOCSIS Hub and Terminal Equipment, By Region Market Forecasts for DVB-RCS/DOCSIS Service Provisioning, By Region Sample Questions Analyzed in This Report: Will DVB-RCS players reduce costs enough to become a competitively-priced technology? Is DOCSIS workable for use over satellite links? What types of modifications are required? What are the key markets for DVB-RCS technology? What are the key markets for DOCSIS over satellite technology? What are the advantages of DVB-RCS? What are the advantages of DOCSIS? How many DVB-RCS hubs and terminals are deployed today? Which regions represent the largest current opportunity? What is the projected number of DVB-RCS hubs and terminals to be deployed over the next 5 years? What is the projected number of DOCSIS hubs and terminals to be deployed over the next 5 years? What is the effect of the SATLYNX venture on the DVB-RCS market? Who are the major players in each market and how are they utilizing DVB-RCS and DOCSIS standards? What will the effect be of next generation proprietary networks such as SpaceWay and iPSTAR on the standards-based satellite market? Do DVB-RCS and DOCSIS satellite platforms offer the ability to obtain short-term return on investment (ROI)? For a complete index of this report click on http://www.researchandmarkets.com/reports/19848 Report Index: 1. Introduction 1.1 Industry Overview 1.2 Brief History and Definition of DVB-RCS 1.3 Brief History and Definition of DOCSIS over Satellite 1.4 Analysis Questions 1.5 Sources of Information 2. Market and Technology Trends 2.1 Market Trends 2.1.1 Survey Responses 2.1.1.1 Deployment Planning 2.1.1.2 Equipment Vendor Selection 2.1.1.3 Target Market Segment and Regions 2.1.1.4 Perceptions of DVB-RCS and DOCSIS 2.1.2 The State of DVB-RCS 2.1.3 The State of DOCSIS 2.1.4 DVB-RCS and DOCSIS as Complementary Standards 2.1.5 Aramiska as a Barometer for DVB-RCS Success 2.1.6 The Formation of SATLYNX 2.1.7 Equipment Pricing 2.1.7.1 DVB-RCS Equipment 2.1.7.2 DOCSIS 2.2 The Role of Ka-Band 2.3 The Drive to Interoperability 2.3.1 DVB-RCS Interoperability Endeavors 2.4 Alternatives to DVB-RCS and DOCSIS- Alternative Return Channels 2.4.1 Aloha Networks 2.4.2 Hughes Network Systems 2.4.3 iDirect 2.4.4 IPricot 2.4.5 ViaSat 2.5 Current DVB-RCS and DOCSIS Trials and Deployments 2.5.1 DVB-RCS 2.5.2 DOCSIS 2.6 Regulatory Issues 3. Company Profiles 3.1 DVB-RCS Players 3.1.1 Equipment Vendors 3.1.1.1 Alcatel Space 3.1.1.2 EMS Satellite Networks 3.1.1.3 iCODING 3.1.1.4 ND SatCom 3.1.1.5 Nera 3.1.1.6 Newtec Cy 3.1.1.7 Norsat 3.1.1.8 Omnispectrum 3.1.1.9 Raytheon 3.1.1.10 Shiron 3.1.1.11 SpaceBridge 3.1.1.12 TurboConcept SARL 3.1.1.13 ViaSat 3.1.2 Service/Solutions Vendors 3.1.2.1 Aramiska 3.1.2.2 Eutelsat 3.1.2.3 SATLYNX 3.1.2.4 Satellite Media Services (SMS) 3.1.2.5 SES Global/ SES ASTRA 3.2 DOCSIS Players 3.2.1 Equipment Vendors 3.2.1.1 Broadcom 3.2.1.2 ViaSat 3.2.2 Service/Solutions Vendors 3.2.2.1 Eutelsat 3.2.2.2 Hispasat 3.2.2.3 WildBlue 4. Return on Investment (ROI) Analysis 4.1 DVB-RCS Return on Investment (ROI) Model 4.2 DOCSIS Return on Investment (ROI) Model 5. Market Forecasts 5.1 Review of Methodology 5.1.1 DVB-RCS 5.1.2 DOCSIS 5.2 DVB-RCS 5.2.1 Sites 5.2.2 Service Revenue 5.2.3 Terminals Deployed 5.2.3.1 Annual Volume, by Region 5.2.3.2 Annual Sales Figures ($), by Region 5.2.4 Hubs Deployed 5.2.4.1 Number, by Region 5.2.4.2 Annual Sales Figures ($), by Region 5.2.5 Total DVB-RCS Equipment Market (Hubs and Terminals) 5.3 DOCSIS 5.3.1 Subscribers 5.3.2 Service Revenue 5.3.3 Terminals Deployed 5.3.3.1 Number, by Region 5.3.3.2 Annual Sales Figures ($), by Region List of Exhibits Exhibit 1.1 Comparison of CPE Costs- Broadband Access Options Exhibit 1.2 DVB-RCS Network Diagram Exhibit 1.3 DOCSIS Cable Modem Unit Prices Exhibit 1.4 Cable Network Architecture Diagram Exhibit 2.1 Percentage of Satellite Companies Planning to Use DVB-RCS or DOCSIS Exhibit 2.2 Timeframe for Launching DVB-RCS Enabled Service Exhibit 2.3 Timeframe for Launching DOCSIS Enabled Service Exhibit 2.4 Vendors Selected or Evaluated for DVB-RCS Service Exhibit 2.5 Target Market Segments for DVB-RCS/DOCSIS Service Exhibit 2.6 Target Regions for DVB-RCS and DOCSIS Service Exhibit 2.7 Addressable Markets- DVB-RCS and DOCSIS Exhibit 2.8 Aramiska Subscriber Projections (2002-2004) Exhibit 2.9 Router Price Comparison- Terrestrial vs. DVB-RCS Exhibit 2.10 Average DVB-RCS Hub Cost- Current and Future Goal Exhibit 2.11 Top 25 Fastest Growing Enterprise Segments- Revenue Growth (2000-2001) Exhibit 2.12 Common Enterprise Class Service Elements Exhibit 2.13 Sample SLA Options for DVB-RCS Service Exhibit 2.14 Ka-band Satellites: In Orbit and Projected Exhibit 2.15 DVB-RCS Interoperability Phases Exhibit 2.16 SatLabs Member Companies Exhibit 2.17 DOCSIS Roadmap Exhibit 2.18 Alternatives to DVB-RCS and DOCSIS- Proprietary Return Channel Solutions Exhibit 2.19 iDirect Upstream Network Configuration Exhibit 2.20 Current DVB-RCS Deployments (Terminals) � Regional % Exhibit 2.21 Growth of VSAT Industry in India Exhibit 3.1 DVB-RCS HUB Solutions, by Vendor Exhibit 3.2 DVB-RCS Hub Components Exhibit 3.3 DVB-RCS Satellite Interactive Terminal (SIT) Equipment, by Vendor Exhibit 3.4 ND Satcom- SkyARCS Hub Diagram Exhibit 3.5 Nera SatLink Terminal Diagram Exhibit 3.6 Newtec Platform Options Exhibit 3.7 Norsat Return Channel Network Diagram Exhibit 3.8 SpaceBridge DVB-RCS Product Line Exhibit 3.9 DVB-RCS Market Segmentation and Vendor Roles Exhibit 3.10 Aramiska Platform Diagram Exhibit 3.11 Aramiska Service Packages Exhibit 3.12 Aramiska Service/Lease Prices and Contract Terms Exhibit 3.13 Aramiska Subscriber Projections (2002-2004) Exhibit 3.14 SATLYNX Partner Primary Contributions Exhibit 3.15 Satellite Media Services DVB-RCS Satellite Coverage (Telstar 12) Exhibit 3.16 ASTRA BBI/DC-Sat.Net - Primary Service Options and Pricing Exhibit 3.17 WildBlue Service Options Exhibit 4.1 Return on Investment - NSP Operated DVB-RCS Service Platform - Scenario 1 Exhibit 4.2 Return on Investment - NSP Operated DVB-RCS Service Platform - Scenario 2 Exhibit 4.3 Return on Investment - NSP Operated DOCSIS Service Platform - Scenario 1 Exhibit 4.4 Return on Investment - NSP Operated DOCSIS Service Platform - Scenario 2 Exhibit 5.1 DVB-RCS Sites Forecast- Baseline Scenario Exhibit 5.2 DVB-RCS Sites Forecast- High Growth Scenario Exhibit 5.3 DVB-RCS Sites Forecast- Low Growth Scenario Exhibit 5.4 DVB-RCS Sites Scenario Comparison (2002-2007) Exhibit 5.5 Average of Baseline and Low-Growth DVB-RCS Sites Exhibit 5.6 Average Monthly Revenue Per DVB-RCS Site- Baseline Scenario Exhibit 5.7 DVB-RCS Service Revenue- Baseline Scenario Exhibit 5.8 Average Monthly Revenue Per DVB-RCS Site- High Growth Scenario Exhibit 5.9 DVB-RCS Service Revenue- High Growth Scenario Exhibit 5.10 Average Monthly Revenue Per DVB-RCS Site- Low Growth Scenario Exhibit 5.11 DVB-RCS Service Revenue- Low Growth Scenario Exhibit 5.12 DVB-RCS Service Revenue Scenario Comparison (2002-2007) Exhibit 5.13 Annual Shipment Volume of DVB-RCS Terminals (2002-2007) Exhibit 5.14 Average DVB-RCS Terminal Pricing- Baseline Scenario Exhibit 5.15 DVB-RCS Annual Terminal Sales ($)- Baseline Scenario Exhibit 5.16 Average DVB-RCS Terminal Pricing- High Growth Scenario Exhibit 5.17 DVB-RCS Annual Terminal Sales ($)- High Growth Scenario Exhibit 5.18 Average DVB-RCS Terminal Pricing- Low Growth Scenario Exhibit 5.19 DVB-RCS Annual Terminal Sales ($)- Low Growth Scenario Exhibit 5.20 DVB-RCS Annual Terminal Sales- Scenario Comparison (2002-2007) Exhibit 5.21 DVB-RCS Hubs Deployed 2002-2007 Exhibit 5.22 Average DVB-RCS Terminals Per Hub (2002-2007) Exhibit 5.23 Average DVB-RCS Hub Pricing Exhibit 5.24 DVB-RCS Annual Hub Sales ($) Exhibit 5.25 Combined Annual DVB-RCS Terminal and Hub Sales (2002-2007) Exhibit 5.26 DOCSIS Subscriber Forecast- Baseline Scenario Exhibit 5.27 DOCSIS Subscriber Forecast- High Growth Scenario Exhibit 5.28 DOCSIS Subscriber Forecast- Low Growth Scenario Exhibit 5.29 DOCSIS Subscribers Scenario Comparison (2002-2007) Exhibit 5.30 Average of Baseline and Low-Growth DOCSIS Subscribers Exhibit 5.31 Average Monthly Revenue Per DOCSIS Subscriber- Baseline Scenario Exhibit 5.32 DOCSIS Service Revenue- Baseline Scenario Exhibit 5.33 Average Monthly Revenue Per DOCSIS Subscriber- High Growth Scenario Exhibit 5.34 DOCSIS Service Revenue- High Growth Scenario Exhibit 5.35 Average Monthly Revenue Per DOCSIS Subscriber- Low Growth Scenario Exhibit 5.36 DOCSIS Service Revenue- Low Growth Scenario Exhibit 5.37 DOCSIS Service Revenue Scenario Comparison (2002-2007) Exhibit 5.38 Annual Shipment Volume of DOCSIS Terminals (2002-2007) Exhibit 5.39 Average DOCSIS Terminal Pricing- Baseline Scenario Exhibit 5.40 DOCSIS Annual Terminal Sales ($)- Baseline Scenario Exhibit 5.41 Average DOCSIS Terminal Pricing- High Growth Scenario Exhibit 5.42 DOCSIS Annual Terminal Sales ($)- High Growth Scenario Exhibit 5.43 Average DOCSIS Terminal Pricing- Low Growth Scenario Exhibit 5.44 DOCSIS Annual Terminal Sales ($)- Low Growth Scenario Exhibit 5.45 DOCSIS Annual Terminal Sales- Scenario Comparison (2002-2007) Report Pricing: CD-ROM EUR 2,135 Site Licence EUR 3,686 ORDERING - 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Thank you for your consideration. Kind Regards, Laura Wood Senior Manager Research and Markets Ltd [EMAIL PROTECTED] REPORT DATA SUMMARY: Evaluating the Prospects for Standards-Based Broadband Satellite Growth: DVB-RCS and DOCSIS Publisher Name: Northern Sky Research Date Published: 02/02/03 Category: Satellite URL: www.researchandmarkets.com/reports/19848 Subscribe: Click on http://www.researchandmarkets.com/register.asp You can subscribe free for regular details on new research in your sector. If you no longer wish to receive our market research updates, please reply to this message with "Suppression Request" as the subject line, or email a blank email to [EMAIL PROTECTED] or access our unsubscribe page at: http://www.researchandmarkets.com/unsubscribe.asp ------------------------------------------------------- This SF.Net email is sponsored by: INetU Attention Web Developers & Consultants: Become An INetU Hosting Partner. Refer Dedicated Servers. We Manage Them. 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