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Reliance Jio<\/a> Infocomm’s big-ticket entry into satellite services on the heels of Bharti Group-backed OneWeb<\/a> may have lent a new dimension to the emerging broadband-from-space services market in India.
But industry executives, legal experts and analysts say the entry of India’s top two telecom players in the satcom<\/a> space won’t automatically lead to a sharp drop in pricey satellite Internet<\/a> rates anytime soon. That is, unless global biggies such as Elon Musk’s Starlink, Amazon’s Project Kuiper and Canada’s Telesat among others also quickly launch fast broadband services via satellites in the country, which would drive competition and gradually bring down prices.
At present, satellite Internet services are priced in India at around $15-20 (Rs 1,125-1,500) a GB. By contrast, base 4G mobile broadband rates in India are among the lowest in the world, as little as around Rs 4-5 a GB. According to industry estimates, fibre-based wired broadband is priced even lower at around Rs 2-3 a GB, as most home broadband plans offer unlimited data.
“Satcom tariffs in India are far above global norms, and to drive down prices, India needs more (players) than just Reliance and Bharti,” Anirudh Rastogi, founder and managing partner of Ikigai Law, told ET.
Ikigai is a tech-focused law firm that advises some of the world’s top satellite service players.
The presence of only two dominant players (Jio and OneWeb) could “result in a duopoly” in the nascent satellite broadband<\/a> segment as “both have existing retail infrastructure and an advantage over anyone else in the sector”, Rastogi said.
To be sure, Reliance Jio’s president Matthew Oommen recently told ET that the telecoms market leader will work with its global satellite services partner, SES, to disrupt satcoms cost structures by leveraging their respective technologies to deliver affordable broadband from space connectivity.
Jio and OneWeb did not reply to ET’s queries.
Jio’s entry<\/strong>
In early February, Mukesh Ambani-owned Jio Platforms (JPL) partnered with Luxembourg’s SES to from a 51:49 joint venture, Jio Space Technology, to deliver fast broadband services across India and neighbouring markets using a mix of geostationary (GEO) and medium earth orbit (MEO) satellite constellations.
The Jio-SES JV will also offer satellite bandwidth capacity to enterprises and cellular backhaul services to boost wireless broadband coverage in remote, inhospitable areas where there aren’t enough mobile towers or fibre connectivity. It will also complement Jio’s terrestrial networks and allow it to connect India’s remotest locations. JPL, which is Jio’s parent, is the digital arm of Reliance Industries (RIL).
Jio has also floated a separate satellite unit, Jio Satellite Communications, which has applied to the Department of Telecommunications (DoT) for a licence for global mobile personal communications by satellite services.
To be sure, analysts say that Jio, by virtue of its operations scale, sales reach and market position, can easily bring about a paradigm shift to India’s B2B satellite services amid rising demand for high-speed broadband connectivity in commercial passenger aircraft, cruise ships or from enterprises operating in remote locations.
This, since Jio Space Technology, like One Web, will operate on a B2B model, offering services to aviation, maritime players, enterprises and governments besides cellular backhaul services to boost mobile coverage in remote zones where terrestrial networks are weak.
“Demand for in-flight Internet services and reliable fast broadband on cruise ships is on the rise globally, including in India, as also from enterprises engaged in the mining\/oil drilling businesses in remote areas…this is where we believe Reliance Jio will likely focus via B2B satellite services offerings and diversify its revenue streams,” said Nitin Soni, senior director (corporates) at ratings firm Fitch.
Market potential<\/strong>
EY expects India’s satellite services market to grow to nearly $5 billion by 2025, and the near-term annual revenue opportunity is estimated at more than $1 billion. This is since almost 75% of rural India doesn't have broadband access and many locations still go without cellular or fibre connectivity.
A recent PLUM Consulting study says provision of high-speed broadband via satellites to India's unserved regions could contribute up to $184.6 billion in GDP growth per annum by 2030.
Satellite systems, which can be rolled out a lot faster than terrestrial telecom networks in rural and remote regions, are seen as a viable alternative to connect the unconnected. More so, after the pandemic revealed that millions in India’s remote corners still don’t have fast Internet access or even reliable mobile connections.
“The current B2B satellite broadband market size in India is around a modest $100 million, which is why the growth potential is huge,” said a top satcoms industry executive.
Small wonder, global low-earth orbit (LEO) satellite constellation operators such as Sunil Mittal-led OneWeb, Starlink and Telesat in partnership with the Tatas have announced their India entry.
UK’s Inmarsat too plans to operate on a B2B model and deliver satellite broadband services in India to aviation and shipping companies, enterprises and government departments. Jeff Bezos-led Amazon too is known to be eyeing India’s satellite Internet market as part of its global space Internet initiative, Project Kuiper.
First off the block, OneWeb plans to launch satellite broadband services in India’s rural and remote regions by mid-2022. Hughes Communications India – a 67:33 joint venture between US-based Hughes and Bharti Airtel<\/a> – will distribute OneWeb’s satellite services in India.
Musk’s Starlink too had originally planned to launch satellite broadband services in the country this year. But the availability of Starlink’s satellite Internet services now remains uncertain, especially after DoT and the Telecom Regulatory Authority of India (Trai) recently rebuked the US aerospace firm’s Indian arm for taking pre-bookings without any licence or authorisation to offer the service in the country.
The communications ministry, in fact, has barred Starlink from seeking any pre-bookings for its services till it gets the necessary permits and authorisations from the government.
“Continued uncertainty around availability of satellite Internet services from a formidable global player like Starlink in India will definitely benefit both Jio and OneWeb, give them an early-mover advantage and boost their go-to-markets strategy in the relatively nascent satellite broadband services arena,” Rohan Dhamija, head (India & Middle East) at Analysys Mason, told ET.
Fight over spectrum<\/strong>
Industry experts said Jio’s overall telecoms and satellite business strategy would get a further fillip if Trai and DoT back the Mukesh Ambani-led telco’s call for auctioning the coveted 28 Ghz mmWave spectrum and making it fully available for 5G mobile broadband services.
“A (potential) auction of 28 Ghz spectrum for 5G may provide Jio an opportunity to block large amounts of spectrum for use by other satcom providers,” said Ikigai’s founder, Rastogi.
Such a strategy, he said, would also make sense for Jio, “assuming it can monetise the (28 Ghz) spectrum for 5G (services) better than for satcom,” especially as it’s already invested in mobile telephony.
The high stakes Internet-from-space segment has lately become the new battleground between Jio and other satellite operators.
In recent submissions to Trai, Jio has sparred with global satellite players over the auctioning of the 28 Ghz spectrum, currently used exclusively by satellite players but considered super-efficient for 5G services as well.
It has also urged the regulator to recommend spectrum allocations via auctions alone for establishing and operating satellite gateways, saying such a move would comply with the ‘same service, same rules’ principle. Jio has maintained that this would be in step with the Supreme Court’s 2012 verdict that backed airwaves allocation via auctions alone.
Jio’s stance has been countered by Amazon, OneWeb, Hughes and Telesat who have backed administrative allocation of such airwaves in line with global practices.
Global satellite operators, on their part, have also warned that any allocation of the premium 28 Ghz spectrum for 5G services would undermine satellite operations in India and lead to coverage gaps.
Christopher McLaughlin, chief of government, regulatory affairs and engagement at OneWeb, in a recent submission to Trai, underlined the “risk of interference” if terrestrial mobile services are authorised in the 28 Ghz band. He said the 28 Ghz band had also not been accepted as a potential 5G band at Geneva-based International Telecom Union’s World Radio conferences in 2015 and 2019.
Canada’s Telesat too has pointed out to the sector regulator that even the US, which was at the forefront of promoting 5G services in the 28 Ghz band, is now reconsidering the option because of extremely poor coverage”.
Telecom operators and the broader satellite industry are eagerly awaiting India’s new Spacecom policy that is likely to underline the critical role that non-geostationary (NGSO) satellites systems, as in LEOs and MEOs, are likely to play in India. The policy is also likely to include enabling regulations around ways to use new-age satellite constellations optimally without duplicating existing telecoms network infrastructure and resources.
The government, on its part, is simplifying the clearances drill to hasten satellite broadband network rollouts and also exploring ways to create a vibrant satcoms ecosystem. An apex single platform clearance wing with representatives of the Department of Space, DoT (including its technical wing — the Telecom Engineering Centre) and the I&B ministry among others, was recently constituted to give in-principle approvals to licensees keen to set up greenfield satellite networks in India.
In June 2020, finance minister Nirmala Sitharaman had said the government would create a level playing field for private satellite builders, satellite launchers and space-based service providers under its new space communication policy, which would bring in a more predictable regulatory regime.
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印度电信公司的宽带战斗空间
目前,卫星互联网服务定价在印度大约在15 - 20美元(Rs 1125 - 1500) GB。相比之下,4 g移动宽带基础利率在印度是世界上最低的之一,在Rs 4 - 5 GB。据业内估计,fibre-based有线宽带价格更低在Rs 2 - 3 GB,因为大多数家庭宽带计划提供无限制的数据。
读到
依赖JioInfocomm高价进入卫星服务的Bharti背后支持的团体OneWeb可能借给一个新维度在印度新兴broadband-from-space服务市场。
但业内高管、法律专家和分析师表示,进入印度的两大电信球员卫星通信空间不会自动导致昂贵的急剧下降卫星网络利率在短期内。也就是说,除非伊隆麝香我们等全球巨头,亚马逊的项目柯伊伯和加拿大的通信卫星等也迅速启动快速通过卫星宽带服务,这将推动竞争,逐步降低价格。
目前,卫星互联网服务定价在印度大约在15 - 20美元(Rs 1125 - 1500) GB。相比之下,4 g移动宽带基础利率在印度是世界上最低的之一,在Rs 4 - 5 GB。据业内估计,fibre-based有线宽带价格更低在Rs 2 - 3 GB,因为大多数家庭宽带计划提供无限制的数据。
“卫星通信关税在印度远高于全球规范,压低价格,印度需要更多的不仅仅是依赖和Bharti(球员),“学历Rastogi,生活价值的创始人和合伙人法律,告诉等。
来说是一个高科技为主的律师事务所建议的一些世界顶级球员卫星服务。
占主导地位的存在只有两个球员(Jio和OneWeb)可能导致垄断”的新生卫星宽带段为“都有现有的零售基础设施和比别人有优势的部门”,Rastogi说。
可以肯定的是,依赖Jio总统马修·欧门最近告诉ET,电信市场领袖将与全球卫星服务合作伙伴,SES,干扰卫星通信成本结构利用各自从太空技术提供负担得起的宽带连接。
Jio OneWeb没有回复等的查询。
Jio的条目
二月初,穆克什Ambani-owned Jio平台(JPL)与卢森堡SES 51:49的合资企业Jio空间技术,提供高速宽带服务在印度及周边市场使用同步(GEO)和介质地球轨道(MEO)卫星星座。
Jio-SES合资公司还将提供企业卫星带宽能力和细胞回程服务来提高无线宽带覆盖在偏远,荒凉的地方没有足够的移动塔或纤维连接。它也将补充Jio地面网络,让它连接印度偏远的位置。喷气推进实验室,Jio的母公司,是数字的信实工业(瑞来斯)。
Jio也提出一个单独的卫星装置,Jio卫星通信,应用于电信部(点)为全球移动牌照个人通过卫星通讯服务。
可以肯定的是,分析师表示,Jio,由于其业务规模,销售范围和市场地位,很容易导致一种范式转移,印度的B2B卫星服务需求日益高速宽带连接商业客机,游船或从企业操作在偏远地区。
自Jio空间技术,这就像一个网络,将操作一个B2B模式,提供航空服务,海上的球员,企业和政府除了细胞回程服务来提高移动电话覆盖范围在偏远区域地面网络薄弱。
“空中互联网服务需求和可靠快速的宽带全球游轮正在上升,包括在印度,也从企业从事矿业/石油钻探企业在偏远地区…这就是我们相信依赖Jio将重点通过B2B卫星服务产品和多样化的收入来源,”尼索尼说,高级主管在惠誉评级公司(企业)。
市场潜力
迪士尼预计印度的卫星服务市场增长近50亿美元,到2025年,年收入和短期机会估计超过10亿美元。这是自近75%的印度农村没有宽带接入和许多地方仍然没有细胞或纤维连接。
李子咨询公司最近的一项研究说,通过卫星来提供高速宽带印度供水地区可以提供高达1846亿美元的国内生产总值(GDP)增长到2030年每年。
卫星系统,可以推出很多的速度比陆地电信网络在农村和偏远地区,被视为一个可行的替代连接无关。大流行后,显示,数百万印度偏远角落还没有快速上网甚至可靠移动连接。
“目前B2B卫星宽带市场规模适度的1亿美元在印度,这就是为什么增长潜力是巨大的,”一个卫星通信行业高管说。
不足为奇,全球低地球轨道(LEO)卫星星座等运营商苏尼尔Mittal-led OneWeb,我们和通信卫星与再见宣布印度条目。
英国的国际海事卫星计划操作B2B模式,提供卫星宽带服务在印度航空和航运公司、企业和政府部门。杰夫Bezos-led亚马逊也被认为是关注印度的卫星互联网市场作为其全球网络空间行动的一部分,项目柯伊伯。
首先,OneWeb计划发射卫星宽带服务在印度农村和偏远地区到2022年中期。休斯通讯印度——美国休斯和Bharti 67:33合资企业附近的旅馆——将分发OneWeb在印度的卫星服务。
麝香也是我们原本计划今年在中国发射卫星宽带服务。但现在我们的卫星互联网服务的可用性仍不确定,特别是在点和印度电信管理局(火车)最近指责美国航空航天公司的印度的手臂在预订前没有任何许可证或许可提供服务。
通信部门,事实上,禁止我们寻找任何预购服务直到它从政府获得必要的许可和授权。
“不确定性持续可用性的卫星互联网服务从一个强大的全球玩家像我们在印度一定会造福两Jio OneWeb,给他们获得先发优势和提高他们的营销策略在相对新生的卫星宽带服务领域,“Rohan Dhamija,(印度和中东)主管Analysys Mason,告诉等。
争夺频谱
业内专家表示Jio电信和卫星的总体业务战略会进一步刺激如果火车和点回穆克什Ambani-led电信呼吁拍卖梦寐以求的28个Ghz mmWave频谱,使其完全可用5 g移动宽带服务。
“(潜在)的28个Ghz频段拍卖5 g可能Jio提供了一个机会,来阻止大量的频谱使用的其他卫星通信提供商,“生活价值的创始人说,Rastogi。
他说,这种策略也会为Jio意义,“假设可以货币化(28 Ghz)光谱5 g(服务)比卫星通信,“尤其是当它已经投资了移动电话。
高股权Internet-from-space段最近成为新的战场Jio和其他卫星运营商。
在最近提交的火车,Jio罗伊与全球卫星球员的拍卖28 Ghz频段,目前只使用卫星球员也被认为是高效5 g服务。
它还敦促监管机构推荐频谱分配通过拍卖独自建立和操作卫星网关,称此举将符合“同样的服务,同样的规则”的原则。Jio坚称这是与2012年最高法院的判决,支持电波通过拍卖单独配置。
Jio的立场被亚马逊,反击OneWeb,休斯和通信卫星支持行政分配这样的电波符合全球实践。
全球卫星运营商,他们也警告说,任何溢价28 Ghz频段分配5 g服务会破坏卫星运行在印度和导致覆盖缺口。
克里斯托弗•麦克劳克林首席政府监管事务和参与OneWeb,在最近的一次提交火车,强调了“干扰”的风险如果陆地移动服务授权在28 Ghz乐队。他说,28个Ghz乐队也不被接受作为一个潜在的5 g带在日内瓦国际电信联盟的世界无线电会议在2015年和2019年。
加拿大的通信卫星行业监管机构也指出,即使是美国,这是促进5 g服务的最前沿28 Ghz乐队,现在重新考虑的选择,因为非常可怜的报道”。
电信运营商和更广泛的卫星行业Spacecom热切等待印度的新政策可能会突显出至关重要的作用,non-geostationary (NGSO)卫星系统、狮子和giove -,可能会在印度。周围的政策也可能包括使规定的方法使用新时代卫星星座优化没有复制现有的电信网络基础设施和资源。
政府,在其部分,简化通关手续钻加快卫星宽带网络发布和也探讨如何创造一个充满活力的卫星通信系统。一个顶点单一平台间隙翼与部门的代表空间,点(包括其技术翼-电信工程中心)和i b,最近构成给日前批准许可热衷于在印度设立绿地卫星网络。
2020年6月,财政部长吧Sitharaman曾表示,政府将为私人卫星建筑商,创造一个公平竞争的环境卫星发射器和天基空间通信服务提供商在其新政策,这将带来一个更可预测的监管制度。
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