More information with a focus on Africa, interesting reading;
OK, I must be missing something here. From what I have read, the function of the O3B Networks system is to provide "backbone" or trunk function for Internet in the equatorial regions, ie T1 line bandwidth to rural areas. But, GEO comsats can do this today, albeit with some latency? So, is this $640M project in existence because people in Africa are unhappy with the latency in their current internet connections, or are unwilling to hook up until someone comes along with a quicker system?
Latency reduction could certainly drive a "new model" for Internet trunk access. New applications such as voice and video conferencing don't like two second ping time. Things have certainly changed on that front. In the early 90's, I once had the fun of experiencing a 17 second (yes, 17,000 ms) ping time from a US military site in Asia to a commercial site in South Africa. Thank you double geo-sync hop! Having low latency links from places such as Africa to the rest of the world could spawn some significant business development in places such as Africa.As a side note, when they say "IP communications", I wonder if they mean IPv4 or IPv6? Someday, the core Internet is going to have to convert and I'd hate to think of a 2/3 of a billion dollar asset stuck without handling the new technology (although IPv6 isn't all that new).
Of course the LEO satellites don't stay in one place and are generally used for mobile stuff. For that reason they use the l-band and the devices have omnidirectional antennas. They can't effectively use the higher bands and they can't use narrow beams because you'd have to track the satellites constantly.
I suspect the targeted customers aren't individuals with phones, but small mobile services operators with remote cellular towers and very limited national infrastructure.
Hasn't happened yet, they need to get the price point and quality to better than the cell providers. It places an unnecessary cost burden on the end users. Plus once a tower goes up, it is up. Fiber had a similar effect on the GEO market. Now that anyone with an internet connection can throw up a "micro tower", the necessary dead zones can be well covered (Actually threw a Verizon network extender up in the house to cover "my" dead zone)...
Plus, the cost of sat phone components will always be higher than that traditional cell phone alone; then add the difficulties of uplink RF signal penetrating building materials (sure, rural mostly-wooden building less problematic than metal; but lots of metal roofs where I am). I've done the trade studies (professionally): won't happen! except for niche markets, or possibly in a collaboration/hybrid ATC (Ancillary Terrestrial Component) deployments, like TerreStar and their traditional wireless network partners.