Part II: LEO Systems Analysis
While our Part I report provided a historical retrospective on failed LEO efforts of the 1990s, our Part II report focuses squarely on the here-and-now, providing a comprehensive overview Amazon, OneWeb, SpaceX, and Telesat.
Our ~80-page report breaks down the opportunities, risks, and leading players across five major spheres. A narrow sampling of considerations and takeaways includes:
- Spectrum. OneWeb and Telesat are in the drivers’ seat. Amazon is still working on a strategy.
- Space Segment. Space segment price per bit varies widely. And despite the universal appeal of optical inter-satellite links (O-ISLs), Telesat is the only company today to baseline the technology on Gen1 satellites. Do O-ISLs have implications for a key LEO competitive advantage, latency?
- Launch. SpaceX’s order of magnitude cost advantage and its launch cadence control gives it design freedom (both satellite and