Gilat Satellite Networks Ltd. · NASDAQ:GILT
Gilat Satellite Networks — HTS Revolution is Here webinar with Northern Sky Research (November 2015)
50 slides from Gilat Satellite Networks's conference presentation, Nov 24, 2015
Slide 1: HTS Revolution is Here
HTS Revolution is Here Are you maximizing the HTS Opportunity? Gilat Satellite Networks Webinar | November 24th 2015 Jose Del Rosario, Research Director, Northern Sky Research (NSR) Doreet Oren, Director Product Marketing, Gilat Satellite Networks 1
Slide 2: Agenda
Agenda • GEO-HTS landscape • GEO-HTS supply and demand • What ground-segment architecture is required to maximize the HTS opportunity? • The HTS challenge in a nutshell • Five key points to meet the challenge • Q&A • Summary
Slide 3: The GEO-HTS Landscape
The GEO-HTS Landscape Challenges, Opportunities and Trends www.nsr.com ©© www.nsr.com 2015 – NSR - NSR 2014
Slide 4: The HTS Game Change: Challenges or Opportunities
The GEO-HTS Landscape The HTS Game Change: Challenges or Opportunities Various standards on Global HTS the ground Closed and programs open business models Regional Increasing HTS Price pressure programs – Lower cost per bit Need for unique Exponential value proposition growth in – Avoid supply commo
Slide 5: Market Targets
The GEO-HTS Landscape Market Targets Opportunity Mix by Segment Varied Opportunities = Varied Solutions? Or is simplicity the key? Broadband Access is the most cost-driven segment. Enterprise VSAT require high SLA. Wireless Backhaul on Land-based Towers need better cost structures to justify ROI. Mo
Slide 6: Market Trends – Wireless Industry
The GEO-HTS Landscape Market Trends – Wireless Industry Source: Ericsson Source: Cisco • Ericsson tracked historical traffic and found that data traffic grew at explosive levels from 2010 to 2014. • Cisco forecasts continued growth from 2014-2019 where 30% of traffic will be 3G and close to 70% of t
Slide 7: Market Trends – Application-Layer Compression and Optimization
The GEO-HTS Landscape Market Trends – Application-Layer Compression and Optimization Great opportunities to achieve higher efficiency via multi-layer optimization and compression techniques • Efficiencies on top of those achieved with existing satcom infrastructure – Optimization and compression tec
Slide 8: Market Trends – Aero Mobility
The GEO-HTS Landscape Market Trends – Aero Mobility Cockpit Cabin & Crew Communications Communications Internet Access Electronic Flight Bag Entertainment Maintenance Engine Monitoring HTS value proposition based on higher throughput will play a major role in the aeronautical connectivity market. ww
Slide 9: GEO-HTS Supply and Demand
GEO-HTS Supply and Demand The Market Dynamics www.nsr.com ©© www.nsr.com 2015 – NSR - NSR 2014
Slide 10: GEO-HTS Capacity Supply
GEO-HTS Supply and Demand GEO-HTS Capacity Supply GEO-HTS is driven by cost advantages, which is different depending on the frequency. Coupled with the potential over- supply of all types of GEO-HTS, declining cost structures will be a key trend affecting the solution mix. What does this mean fo
Slide 11: GEO-HTS Capacity Demand & Revenues
GEO-HTS Supply and Demand GEO-HTS Capacity Demand & Revenues GEO-HTS bandwidth demand is expected to be dominated by Broadband Access. All other applications require relatively low bandwidth support. In revenue terms, however, the market is more equalized. Broadband Access is a “high volume/
Slide 12: GEO-HTS Demand – Broadband Access
GEO-HTS Supply and Demand GEO-HTS Demand – Broadband Access A Rapid Market shift: • Ku-band usage to decline • GEO-HTS to grow at robust levels • Equipment needs to adapt and evolve RAPIDLY as well; OR keep up with anticipated increase in bandwidth requirements GEO-HTS opens up opportunities in non-
Slide 13: GEO-HTS Demand – Enterprise VSAT
GEO-HTS Supply and Demand GEO-HTS Demand – Enterprise VSAT Shifting Requirements and Platforms: • Narrowband to Broadband • One-way to Two-way • What is the best platform to address these market shifts? Opportunities abound for GEO-HTS but do not forget the challenges. Reliability, availability, hig
Slide 14: GEO-HTS Demand – Wireless Backhaul
GEO-HTS Supply and Demand GEO-HTS Demand – Wireless Backhaul Emerging regional mix • Asia to dominate. • Other regions join in by 2021. What is the best frequency choice? What will be required of equipment manufacturers? A diverse customer base • Tier 1 telcos can better provision services in rural
Slide 15: GEO-HTS Demand – Aero Mobility
GEO-HTS Supply and Demand GEO-HTS Demand – Aero Mobility VSAT Connectivity by Airframe • At the current rate of installs, the wide-body market segment has the fastest market penetration. • The installs on HTS systems will help reach over 87% penetration rate by the end of 2024. • More OEM deals will
Slide 16: GEO-HTS Demand – Maritime Mobility
GEO-HTS Supply and Demand GEO-HTS Demand – Maritime Mobility A nascent market • GEO-HTS maritime market is just beginning to take hold. • All HTS frequency platforms are expected to grow at high levels. www.nsr.com ©©2013 2015–- NSR 16
Slide 17: What Ground Segment Architecture is Required to Maximize the HTS Opportunity?
What Ground Segment Architecture is Required to Maximize the HTS Opportunity? www.nsr.com ©© www.nsr.com 2015 – NSR - NSR 2014
Slide 18: The Quick Answer: A Ground Segment Architecture That Enables...
The Quick Answer Is: You Need a Ground Segment Architecture that Enables High Flexibility Low OPEX Low CAPEX High Scalability High Availability High Density High Efficiency Multiple Multiple Markets scenarios Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 18
Slide 19: The HTS Challenge in a Nutshell
The HTS Challenge in a Nutshell 19
Slide 20: What is the Big Change with HTS?
What is the Big Change with HTS? • Additional capacity • Faster data rates • At lower prices Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 20
Slide 21: Example: Wide Beam vs. Multi Spot Beam
Example: Wide Beam vs. Multi Spot Beam Scenario A: A traditional wide-beam Scenario B: A multi-spot-beam satellite with a payload of satellite with a payload of 1.1GHz, or approximately 2Gbps, 10.5 GHz, or approximately 21Gbps, is comprised of a single wide beam. is comprised of 21 spot beams. Baseb
Slide 22: Multi Spot Beam Implications
Multi Spot Beam Implications A. Business models change B . Ground segment change Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 22
Slide 23: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 23
Slide 24: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 24
Slide 25: Cloud Based Distributed Architecture
Cloud Based Distributed Architecture Maximum network flexibility with dynamic resource allocation among applications or across beams Backup / Diversity Gateway • Baseband RX/TX Data Backup Data Center Gateway Center Gateway NOC • Data Processing Gateway Transport • Network Management Backup NOC Gate
Slide 26: Distributed Architecture for Flexibility: High Density Baseband
Distributed Architecture for Flexibility High Density Baseband Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 26
Slide 27: Distributed Architecture for Flexibility: High Density Data Processors
Distributed Architecture for Flexibility High Density Data Processors Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 27
Slide 28: Distributed Architecture for Flexibility: Global Network Management System
Distributed Architecture for Flexibility Global Network Management System Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 28
Slide 29: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 29
Slide 30: One Platform – Multiple Markets
One Platform – Multiple Markets Trains ONE Aviation PLATFORM Broadband Maritime Enterprise Cellular Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 30
Slide 31: Multiple Markets Support by Multiple VSATs
Multiple Markets Support by Multiple VSATs Trains ONE Aviation PLATFORM Broadband Maritime Enterprise Cellular Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 31
Slide 32: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 32
Slide 33: HTS Aggregate Capacity - Spread Across Multiple Carriers and Beams
HTS Aggregate Capacity - Spread Across Multiple Carriers and Beams Guarantee service plan with efficient bandwidth management Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 33
Slide 34: Maintain Continuous Coverage in Land Sea & Air While On-the-Move
Maintain Continuous Coverage in Land Sea & Air While On-the-Move AUTOMATIC BEAM SWITCHING Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 34
Slide 35: Maintain Continuous Coverage in Land Sea & Air While On-the-Move
Maintain Continuous Coverage in Land Sea & Air While On-the-Move AUTOMATIC BEAM SWITCHING Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 35
Slide 36: Maintain Continuous Coverage in Land Sea & Air While On-the-Move
Maintain Continuous Coverage in Land Sea & Air While On-the-Move AUTOMATIC BEAM SWITCHING Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 36
Slide 37: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 37
Slide 38: Flexibility - Any Satellite in Any Frequency Band
Flexibility - Any Satellite in Any Frequency Band Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 38
Slide 39: Scalability for Additional Users
Scalability for Additional Users Light up all beams cost-effectively with initial capacity Scale-up capacity as needed to support additional users Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 39
Slide 40: Ease of Scalability
Ease of Scalability Add Transmit and Receive Cards to easily increase coverage Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 40
Slide 41: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 41
Slide 42: Operational Efficiency to Reduce OPEX
Operational Efficiency to Reduce OPEX Software-Defined RF Matrix 5 Satellite Interfaces on Single Hub 42
Slide 43: Operational Efficiency to Reduce OPEX
Operational Efficiency to Reduce OPEX As your business grows you can remotely add carriers for increased capacity Software-Defined RF Matrix 5 Satellite Interfaces on Single Hub 43
Slide 44: Unprecedented Density
Unprecedented Density Other baseband equipment ? X-Architecture equipment • Less rackspace & power • Four times mores dense • One quarter of the power • Up to 6Gbps/rack Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 44
Slide 45: 1:n Inter-beam Redundancy for High Availability
1:n Inter-beam Redundancy for High Availability Built-in chassis redundancy • Redundant card can serve as backup for any malfunctioning card in the chassis • Exceptional density achieved with redundancy for all active TX and RX cards within and across beams Failure occurred Redundant card Confidenti
Slide 46: What is Required of the Ground Segment
What is Required of the Ground Segment 1 CLOUD-BASED DISTRIBUTED ARCHITECTURE 2 SUPPORT FOR MULTIPLE MARKETS 3 EFFICIENT BANDWIDTH MANAGEMENT 4 NETWORK SCALABILITY & FLEXIBILITY 5 REDUCED OPEX/CAPEX Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 46
Slide 47: Gilat Press Announcement on X-Architecture Launch
Gilat Press Announcement on Gilat Launches its Revolutionary Distributed X- Architecture to Address the Growing Demands of High-Throughput Satellites (HTS) in a Single Platform SON-based architecture enables satellite operators to dynamically support multiple fixed and mobility applications and busi
Slide 48: Q&A
Q&A
Slide 49: Summary - With X-Architecture You Can Achieve
Summary - With X-Architecture You Can Achieve: High Flexibility Low OPEX Low CAPEX High Scalability High Availability High Density High Efficiency Multiple Multiple Markets scenarios Confidential. Proprietary information. © Gilat Satellite Networks Ltd. 49
Slide 50: Thank You
Thank You Gilat Satellite Networks | info@gilat.com | www.gilat.com