Oneweb, telesat, ViaSat, o3b (mpower), and Boeing have all announced. A study from MIT showed telesat's to be the most cost effective from the LEO bunch [1], which is important since it's not clear SpaceX has a path to revenue [2]. and if you've been following starling closely, you know that they will not have anywhere near their full deployment for over 5 years after the first launches. the entire fleet is required for the capacity they have been touting, not to mention the coverage.
And the argument that SpaceX has some kind of moat because of their launch business is simply not true. there are many launch providers out there, and launch costs have gone way down partly due to SpaceX, but also because satellite orders have decreased significantly. SpaceX as a company, needs as much revenue as possible to fund the satellite venture, since their entire company is depending on it. The launch business is not sustainable in providing enough revenue in the future to keep them in business. so SpaceX will have to fight for business from all the other satellites just as much as any other company.
> A study from MIT showed telesat's to be the most cost effective from the LEO bunch [1]
I just read that article and it makes no claims whatsoever in relation to costs.
> which is important since it's not clear SpaceX has a path to revenue [2].
Path to revenue? What does that even mean?
> if you've been following starling closely, you know that they will not have anywhere near their full deployment for over 5 years after the first launches. the entire fleet is required for the capacity they have been touting, not to mention the coverage.
US/Europe coverage is going to be their primary initial target as that is where the most money is and that requires a significantly smaller amount of satellites. Care to enlighten us on what other companies are planning to launch production satellites like spacex is doing next month because the only company I am aware of that has even launched test satellites is oneweb.
It gives a bandwidth efficiency ratio, which is directly tied to cost since the more efficient per bit the system is, the cheaper it is to run. If telesat's is 4x cheaper per bit, how would SpaceX compete?
Path to profit.
You are saying SpaceX launch a handful of these satellites is really going to have any effect?They already launched some and they had propulsion problems. They need upwards of 500 of these in the air just to compete with satellites that have been up for multiple years already.
> It gives a bandwidth efficiency ratio, which is directly tied to cost since the more efficient per bit the system is, the cheaper it is to run.
The source you linked said Telesat had a 4x Gbps/satellite bandwidth over spacex which is not directly tied to cost. Telesat has no mention of satellite weight and spacex plans to launch 40x the amount of satellites as Telesat for their initial constellation and 100x at full capacity if I recall correctly.
> Path to profit.
Spacex has reusable first stage rockets. I don't see how any of the other mass satellite constellation companies that you mentioned can have better margins than spacex.
> They need upwards of 500 of these in the air just to compete with satellites that have been up for multiple years already.
Do those 5 companies you just mentioned somehow don't?
Blue origin will have the same, or cheaper costs by the time it matters. Not sure what your last comment means, but 3 of those 5 are slated to have far more capacity in the sky by 2022.
Read the study again. It's useable capacity. You cannot use the 20Gbps number SpaceX advertises.
And the argument that SpaceX has some kind of moat because of their launch business is simply not true. there are many launch providers out there, and launch costs have gone way down partly due to SpaceX, but also because satellite orders have decreased significantly. SpaceX as a company, needs as much revenue as possible to fund the satellite venture, since their entire company is depending on it. The launch business is not sustainable in providing enough revenue in the future to keep them in business. so SpaceX will have to fight for business from all the other satellites just as much as any other company.
1)https://www.google.com/url?sa=t&source=web&rct=j&url=http://...
2)http://tmfassociates.com/blog/2019/04/08/high-times/