In spite of being a latecomer to the race to deploy a constellation of low-Earth orbit (LEO) broadband Internet satellites, Amazon's Project Kuiper will be a formidable competitor. SpaceX, OneWeb and Telesat already have test satellites in orbit, but Amazon has several strategic advantages. For a start, each of the LEO broadband competitors plans to end the digital divide by providing global connectivity to end-users and small organizations in underserved areas...
Last October the FCC issued a Notice for Proposed Rulemaking that proposed expanding WiFi into the 6 GHz band of spectrum (5.925 to 7.125 GHz). WiFi has been a huge economic boon to the country, and the FCC recognizes that providing more free public spectrum is a vital piece of the spectrum puzzle. Entrepreneurs have found a myriad of inventive ways to use WiFi that go far beyond what carriers have provided with licensed spectrum.
Amazon announced that they would be providing satellite ground station service last year and Andy Jassy, CEO of Amazon Web services, announced its availability in the video at the end of this post. AWS Ground Station is a fully managed, ready-to-go ground station service... This sounds like a compelling case, especially for a small operator or startup, but I don't know how the prices compare to existing services or building proprietary ground stations.
Compared to Miami, Havana is an Internet desert, but Havana may have 5G wireless connectivity before Miami. 5G architecture, US politics and policy, and the 5G timetable favor Havana. Let's start with 5G architecture. 5G will require many "small cells" because it uses high-frequency radio signals that don't travel as far as 4G signals and are more easily blocked by obstructions like trees and buildings.
Soon after ETECSA began rolling out WiFi hotspots for Internet access, people began linking to them from homes and community street nets. These connections and importing the WiFi equipment they used were illegal, but generally tolerated as long as they remained apolitical and avoided pornography. Regulations passed last month legalized some of this activity in a bid to boost connectivity by allowing Internet access from homes and small private businesses like restaurants and vacation rentals that are located close enough to a hotspot to establish a WiFi connection.
Last December, State-owned China Aerospace Science and Industry Corporation (CASIC) launched the first experimental Hongyun (rainbow cloud) Project satellite, and they began testing it in March. The 247 kg test satellite is in orbit at an altitude of around 1,100 km, and they plan to launch four more test satellites this year and begin operating with a 156-satellite constellation in 2022.
Outside of China, very few governments would expect a saving in spectrum costs would mostly go to investment. Corporations have other priorities, including advertising and executive salaries. Stockholders come above everything at most companies. Rarely would even 1/3rd of the saving go to capital spending. The U.S. under Trump had a massive tax cut, worth literally billions to Verizon and AT&T. Verizon actually cut investment. AT&T's increase in capex was far lower than the tax saving.
Recently I've had several people ask me about the expected impact of low-orbit satellite broadband. While significant competition from satellites is probably a number of years away, there are several major initiatives like StarLink (Elon Musk), Project Kuiper (Amazon), and OneWeb that have announced plans to launch swarms of satellites to provide broadband.
The European Space Agency (ESA) reported that as of January 2019 there were about 5,000 satellites in space and 1,950 of them are still functioning. Hopefully, those functioning satellites have fuel and thrusters that will enable them to de-orbit and (mostly) burn up in the atmosphere when their useful life is finished. The remaining 3,050 are slowly drifting, along with a lot of debris. The ESA estimates that there have been over 500 break-ups, explosions, collisions, or anomalous events...
SpaceX delayed last Wednesdays Starlink launch due to high winds and on Thursday they decided to do a software update and postpone the launch until next week, but they revealed significant progress in their Starlink mission press release and in tweets by and a media call with Elon Musk. The mission press release said SpaceX has significantly reduced the size and weight of their satellites.