Author Topic: Starlink : Markets and Marketing  (Read 346199 times)

Offline seb21051

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Re: Starlink : Markets and Marketing
« Reply #1080 on: 03/16/2024 07:40 pm »
Internet service in Africa could take as long as 5 weeks to be restored. Quite possibly a significant windfall for Starlink. The three cut Red Sea Cables in the East and now the problems in the West on The Ivory Coast is putting quite a bit of pressure on Cable Operators. Allthough GLO-1 is working fine it is only rated at 2.5 TB/s, much less than WACS at 5.12T, ACE at 20T, and other slower ones that are also out. One wonders if there will be residential throttling in favour of large businesses like banks.

https://www.techspot.com/news/102274-massive-internet-outage-hits-west-central-africa-due.html
« Last Edit: 03/16/2024 07:52 pm by seb21051 »

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1081 on: 03/16/2024 11:06 pm »
Exclusive: Musk's SpaceX is building spy satellite network for US intelligence agency, sources say

https://www.reuters.com/technology/space/musks-spacex-is-building-spy-satellite-network-us-intelligence-agency-sources-2024-03-16/

The contract with the NRO is valued at $1.8 billion for space based imaging capabilities.

Most of this seems like old news.  Years ago, we heard that Musk offered Starshield to the defense establishment for $2 billion.  I guess this is the confirmation that they accepted the offer.  Maybe that SpaceX is not the provider for the optical package is also new.  I would imagine that the comms intelligence package would be based on the custom silicon that SpaceX is making for its Supplemental Coverage from Space/Big LEO effort.  Lastly, it fills in a little bit of the context on why SpaceX would opt out of most of the SDA work.

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1082 on: 03/18/2024 07:17 pm »
In response to the fiber cable cuts, Ghana's Minister of Communications states to parliament that Starlink is in the process of being licensed.

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“Starlink is in the process of being licensed. And other operators are being encouraged to land in Ghana. We must also invest in operationalizing RASCOM (Regional African Satellite Company) instead of each country going at it alone.

“All network operators must arrange and implement alternate routes to restore phone services as they’re currently doing,” Communications and Digitalisation Minister, Ursula Owusu disclosed to MPs in Parliament on Monday.

https://twitter.com/tv3_ghana/status/1769776889265115336

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1083 on: 03/18/2024 08:12 pm »
Starlink roaming service is a hot commodity in other African failed states like Sudan and Libya.  There's total chaos in some of these places and reversion to barbarism, sad to say.  It will be wild in a couple years when SpaceX can start blanketing these places with cell service.  Could be a decisive alleviation of desperation.

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Starlink rental service
With the internet cut in some parts of Sudan (accusations of blame have been thrown around by both sides), Starlink satellite internet devices, which are made by Elon Musk’s SpaceX company, have also become part of illicit trading networks.

Zain telecommunication company has succeeded in restoring the network in Port Sudan and other states in the east and north of Sudan controlled by the army, promising that coverage will return to the entire country soon.

An eyewitness from el-Gezira state said that the RSF has exploited the internet blackout –for which many blame the paramilitary group – to trade in Starlink devices, which can deliver broadband internet via satellite and are the only form of communication in the state right now.

“They are using the Starlink internet and they are even trading the Starlink devices… they are selling the service for 3,000 Sudanese pounds [$5] per hour and are making a huge amount of money from it,” Hassan Ahmed said.

“People need to communicate with each other and with their relatives, and even depend on the internet to get some transactions from their friends or relatives elsewhere through mobile banking services,” he said.

. . . Mohamed Taj Aldin, from el-Geneina in West Darfur, told MEE that the entire state’s internet service was controlled by the RSF, as they are bringing Starlink devices in from Chad, South Sudan and CAR.

“All the devices have been smuggled into the state by RSF soldiers or through traders close to the RSF, or those who get protection from the RSF. We paid between 2,000 and 3,000 Sudanese pounds per hour for using the internet,” he told MEE.

https://www.middleeasteye.net/news/sudan-war-army-rsf-profit-smuggling-food-fuel-starlink
« Last Edit: 03/18/2024 08:25 pm by RedLineTrain »

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1084 on: 03/21/2024 02:01 pm »
The Samoan cabinet approved Starlink to operate in the country.  This reportedly overrules a January decision by the communications regulator.  The ongoing process for Starlink introduction to Samoa is a bit unclear from the report.

Nb:  The Starlink website has introduction of the service in 2025.  Service has already been introduced to the nearby American Samoa.

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The order, which mandated the immediate cessation of unauthorised Starlink satellite services in Samoa, including Starlink user terminals and service plans not approved by the Office of the Regulator, is now superseded by the government's approval. . .

Highlighting the government's proactive approach, La'auli revealed that the Ministry of Finance and the Ministry of Communications and Information Technology are actively collaborating to ensure the security and economic benefits of utilising Starlink services remain within Samoa's borders.

This strategic partnership aims to explore avenues for retaining a portion of the revenue generated from Starlink services within the local economy.

https://www.samoaobserver.ws/category/samoa/108506
« Last Edit: 03/21/2024 02:03 pm by RedLineTrain »

Offline Asteroza

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Re: Starlink : Markets and Marketing
« Reply #1085 on: 03/21/2024 09:49 pm »
https://www.cnbc.com/2024/03/21/investing-in-space-what-to-make-of-spacex-selling-satellite-lasers.html

Looks like Starlink ISL's are for sale, at least as standalone optical terminals. Not clear if there is implied Starlink constellation access (and subsequent optical terminal management for non-Starlink internal ISL users). Mynaric CEO trying to put on a brave face.

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1086 on: 03/22/2024 06:23 pm »
The Uruguayan regulator has voted to approve Starlink operations and landing rights in the country.  The Starlink service map has service in Uruguay rolling out in Q3.

https://www.montevideo.com.uy/Noticias/Ursec-autorizo-a-empresa-de-Musk-Starlink-a-brindar-su-servicio-satelital-de-internet-uc883312

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1087 on: 03/26/2024 02:47 pm »
Bloomberg investigated the availability of Starlink service for terminals smuggled into several countries where SpaceX does not have landing rights or the country is a conflict zone.  They found it very available.  It is getting a lot of play in the media.
 The article is behind a paywall, but an accompanying podcast is not.

https://www.bloomberg.com/news/audio/2024-03-25/big-take-starlink-has-a-black-market-problem-podcast

The headline frames this as a problem, but the podcast discusses the complicated interests involved.  While the terminals are getting into the wrong hands, they are also getting into the right ones.  So I would say overall, the US government is interested in seeing the service proliferate.

Offline GmP

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Re: Starlink : Markets and Marketing
« Reply #1088 on: 03/27/2024 05:00 am »
Bloomberg investigated the availability of Starlink service for terminals smuggled into several countries where SpaceX does not have landing rights or the country is a conflict zone.  They found it very available.  It is getting a lot of play in the media.
 The article is behind a paywall, but an accompanying podcast is not.

https://www.bloomberg.com/news/audio/2024-03-25/big-take-starlink-has-a-black-market-problem-podcast

The headline frames this as a problem, but the podcast discusses the complicated interests involved.  While the terminals are getting into the wrong hands, they are also getting into the right ones.  So I would say overall, the US government is interested in seeing the service proliferate.


Listened to the podcast and found it very weak. I personally do not like these discussions in which no numbers are used to indicate the scale. How many black market users versus legal users, how many of the black market users use is for bad things (the Sudan case) versus using it for good things (didn’t people demand Starlink being enabled in Iran). Same with the concern about US government control over how/where it is used. Verbally (at least I got that feeling) they wanted to paint a picture of risk/danger of a private company having this advanced technology and capabilities and “you never know with Musk what he will do, how he will use it”.

Also they gave the impression that SpaceX could do something about the black market and “use by wrong people”, but didn’t say how. There was not a glimpse of technical explanation about Starlink. They just switched to “the boss at the top”.


Not sure what the intended audience is for Bloomberg Big Takes, but for this audience of one, me, I didn’t learn anything new, heard only yet another article about “careful with Musk”. Not impressed.


I am not a fan of Musk as person lately and what he expresses on X. But I have great respect for what he accomplished as CEO of SpaceX (and Tesla). Not impressed with how he changes X, but who cares, it is his company. I abhor what he spouts on X, and the way he does it. But that has no impact, at least what I can see, on Starlink.
« Last Edit: 03/27/2024 05:07 am by GmP »

Online M.E.T.

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Re: Starlink : Markets and Marketing
« Reply #1089 on: 03/27/2024 08:29 am »
Bloomberg investigated the availability of Starlink service for terminals smuggled into several countries where SpaceX does not have landing rights or the country is a conflict zone.  They found it very available.  It is getting a lot of play in the media.
 The article is behind a paywall, but an accompanying podcast is not.

https://www.bloomberg.com/news/audio/2024-03-25/big-take-starlink-has-a-black-market-problem-podcast

The headline frames this as a problem, but the podcast discusses the complicated interests involved.  While the terminals are getting into the wrong hands, they are also getting into the right ones.  So I would say overall, the US government is interested in seeing the service proliferate.


Listened to the podcast and found it very weak. I personally do not like these discussions in which no numbers are used to indicate the scale. How many black market users versus legal users, how many of the black market users use is for bad things (the Sudan case) versus using it for good things (didn’t people demand Starlink being enabled in Iran). Same with the concern about US government control over how/where it is used. Verbally (at least I got that feeling) they wanted to paint a picture of risk/danger of a private company having this advanced technology and capabilities and “you never know with Musk what he will do, how he will use it”.

Also they gave the impression that SpaceX could do something about the black market and “use by wrong people”, but didn’t say how. There was not a glimpse of technical explanation about Starlink. They just switched to “the boss at the top”.


Not sure what the intended audience is for Bloomberg Big Takes, but for this audience of one, me, I didn’t learn anything new, heard only yet another article about “careful with Musk”. Not impressed.


I am not a fan of Musk as person lately and what he expresses on X. But I have great respect for what he accomplished as CEO of SpaceX (and Tesla). Not impressed with how he changes X, but who cares, it is his company. I abhor what he spouts on X, and the way he does it. But that has no impact, at least what I can see, on Starlink.

Should those of us who like what Elon’s doing with X now post a counter to your view above? Where exactly does that take the discussion? Nowhere.

In short, personal views on Elon’s politics (so most of the last paragraph of the post) are not really helpful and just create animosity.
« Last Edit: 03/27/2024 09:12 am by M.E.T. »

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1090 on: 03/27/2024 02:47 pm »
Listened to the podcast and found it very weak. I personally do not like these discussions in which no numbers are used to indicate the scale. How many black market users versus legal users, how many of the black market users use is for bad things (the Sudan case) versus using it for good things (didn’t people demand Starlink being enabled in Iran). Same with the concern about US government control over how/where it is used. Verbally (at least I got that feeling) they wanted to paint a picture of risk/danger of a private company having this advanced technology and capabilities and “you never know with Musk what he will do, how he will use it”.

Even in the case of Sudan, I don't think the podcast described it as unalloyed bad.  That said, I agree that the story and podcast could have been much more helpfully framed and at least some effort to count the extent of distribution should have been attempted.

The US as a whole needs to decide how to press the advantage that SpaceX and Starlink represent.  For my part, I think there's a fair bit of room to maximize it.  We shouldn't worry so much about Starlink terminals falling into the wrong hands because at the end of the day, proliferation of the terminals is hugely in the US interest.  True, the method is a bit "active" -- Musk shoving US/French tech down the throats of the unaligned world.  It's not a method for the squeamish.  We are seeing various forms of blowback, which will continue and may intensify.
« Last Edit: 03/27/2024 03:00 pm by RedLineTrain »

Offline novo2044

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Re: Starlink : Markets and Marketing
« Reply #1091 on: 03/27/2024 07:07 pm »
Listened to the podcast and found it very weak. I personally do not like these discussions in which no numbers are used to indicate the scale. How many black market users versus legal users, how many of the black market users use is for bad things (the Sudan case) versus using it for good things (didn’t people demand Starlink being enabled in Iran). Same with the concern about US government control over how/where it is used. Verbally (at least I got that feeling) they wanted to paint a picture of risk/danger of a private company having this advanced technology and capabilities and “you never know with Musk what he will do, how he will use it”.

Even in the case of Sudan, I don't think the podcast described it as unalloyed bad.  That said, I agree that the story and podcast could have been much more helpfully framed and at least some effort to count the extent of distribution should have been attempted.

The US as a whole needs to decide how to press the advantage that SpaceX and Starlink represent.  For my part, I think there's a fair bit of room to maximize it.  We shouldn't worry so much about Starlink terminals falling into the wrong hands because at the end of the day, proliferation of the terminals is hugely in the US interest.  True, the method is a bit "active" -- Musk shoving US/French tech down the throats of the unaligned world.  It's not a method for the squeamish.  We are seeing various forms of blowback, which will continue and may intensify.
If I had complete control of a global communications network and close ties to the intelligence and defense departments, maybe I would just stay quiet aside from the usual corporate boilerplate when bad actors accessed it illicitly.  Maybe I’d pass some information along without ever alerting anyone if asked nicely by my long time partners and biggest customers.

Hypothetical of course.  But food for thought

Offline FutureSpaceTourist

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Re: Starlink : Markets and Marketing
« Reply #1092 on: 03/27/2024 10:03 pm »
https://twitter.com/starlink/status/1773122399661105221

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Starlink is now available in Argentina, making it the seventh country in South America and 72nd in the world where people can access high-speed, low-latency internet from space 🛰️🇦🇷 → starlink.com/map?country=AR

Offline GmP

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Re: Starlink : Markets and Marketing
« Reply #1093 on: 03/28/2024 02:14 am »
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Should those of us who like what Elon’s doing with X now post a counter to your view above? Where exactly does that take the discussion? Nowhere.

In short, personal views on Elon’s politics (so most of the last paragraph of the post) are not really helpful and just create animosity.

My apologies if that part of my post offended you. I added it only to clarify that my opinion about the Bloomberg article was not pro Elon because I like everything he does. Many (most) responses on various forums nowadays split in two camps: those who defend him no matter what, and those that attack him no matter what.
Did you have comments on the comments about the article I made?
« Last Edit: 03/28/2024 02:15 am by GmP »

Online M.E.T.

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Re: Starlink : Markets and Marketing
« Reply #1094 on: 03/28/2024 07:50 am »
Quote
Should those of us who like what Elon’s doing with X now post a counter to your view above? Where exactly does that take the discussion? Nowhere.

In short, personal views on Elon’s politics (so most of the last paragraph of the post) are not really helpful and just create animosity.

My apologies if that part of my post offended you. I added it only to clarify that my opinion about the Bloomberg article was not pro Elon because I like everything he does. Many (most) responses on various forums nowadays split in two camps: those who defend him no matter what, and those that attack him no matter what.
Did you have comments on the comments about the article I made?

Yes I do. I agree with the rest of your comments. Then again,  I don’t need to access a paywalled Bloomberg article/podcast to know it would be an anti-Elon hit piece.

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1095 on: 03/28/2024 06:26 pm »
Telesat estimates that it will lose 50% of its maritime and aviation business to Starlink this year.

https://twitter.com/dan_tmt/status/1773370251863846993

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1096 on: 03/28/2024 08:54 pm »
Further comments from Telesat management.

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Telesat is expecting more revenue decline in this year, projecting to lose about CA$150 million ($111 million) in GEO business. Goldberg said decline is split between broadcast and enterprise. The broadcast market is facing cord-cutting, and the enterprise market is facing competition from Starlink. Maritime service revenue is most affected, he said.

“The biggest driver of lost revenue in the enterprise segment is the migration of customer requirements from GEO to LEO — namely to Starlink as they are the first in the market,” Goldberg said on a Thursday call with investors. “Enterprise customers want affordable, low latency broadband connectivity, which we’ve been talking about for quite some time. The transition to LEO is happening a little faster than even we expected. Although we don’t love seeing Starlink cannibalize some of our GEO customer requirements, it’s a strong validation of the market embrace of LEO and the compelling path that we’re on with Telesat Lightspeed.”

https://www.satellitetoday.com/finance/2024/03/28/telesat-says-starlink-impacted-geo-business-in-23-operator-ramps-up-for-lightspeed/

Offline OceanCat

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Re: Starlink : Markets and Marketing
« Reply #1097 on: 04/04/2024 06:57 am »
Looks like Starlink got into Indonesia after the foreign ownership restriction has been removed. The landing page https://www.starlink.com/id/residential now advertises the service and hardware cost: Rp750.000 (47.2 USD) / month and Rp7.800.000 (490 USD) for Gen2 hardware.

An article https://www.kompas.id/baca/english/2024/04/04/en-kemkominfo-pastikan-satelit-starlink-milik-elon-musk-segera-layani-segmen-retail has details:

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The Ministry of Communication and Information ensures low orbit satellite-based telecommunications services owned by billionaire Elon Musk will soon be available at retail in Indonesia.

Director General of Post and Informatics at the Ministry of Communication and Information (Kominfo) Wayan Toni Supriyanto said that currently PT Starlink Services Indonesia, a legal entity owned by Starlink in Indonesia, has been established. The Indonesian government has removed the satellite-based telecommunications services business from the negative investment list (DNI).

This means that foreign investors can invest their capital in this sector in the homeland. Moreover, foreign investors can own 100 percent of the shares in this sector.

According to Wayan, the VSAT permit submitted by PT Starlink Services Indonesia is complete. There is still a lack of ISP permission because the company still has to complete a cooperation agreement with the network access provider (NAP) company.

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1098 on: 04/04/2024 06:25 pm »
Zimbabweans are taking matters into their own hands by disguising Starlink terminals to evade government controls.

This should be much easier when SpaceX comes out with the new backpack terminals.

https://www.techzim.co.zw/2024/04/starlink-in-zimbabwe-techies-find-ways-to-disguise-kits-evading-authorities/

Offline RedLineTrain

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Re: Starlink : Markets and Marketing
« Reply #1099 on: 04/12/2024 05:47 pm »
Following up on the Samoan market, the Samoan regulator confirmed that Starlink has applied for a license.  As detailed in an article from the local press, the regulator was generally positive on prospects for licensing, when questioned at a forum set up to discuss Starlink.  However, before licensing occurs, the regulator stated that customs would confiscate terminals at the border.

https://islandsbusiness.com/news-break/spacex-samoa/
« Last Edit: 04/12/2024 05:49 pm by RedLineTrain »

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