Gottlieb's

SM

SATELLITEMOBILITYWORLD
Highlight ing Disrupt ive, New, Mobilit y-Focused Sat ellit e Vent ures and Technologies

In This Issue....
Editorially Speaking...
"Does the Vision Fund Need Glasses?"
"Inflight Connectivity in China - Present and Future" with AsiaSat CEO Roger Tong
"Maritime VSAT: Barriers to Entry Busted- K4 Mobility's Highly Disruptive Business Model" 111
"The ST Engineering Acquisition Brings New Strength in Mobility"and more..
11111
VolumeIV, No.XNovember2019
 Table of GOTTLIEB'S
Contents...
"Hot News and
SATELLITEMOBILITYWORLD
Commentary" (pg.4) Welcome to the November issue of Satellite
Editorial : "Does the Mobility World." This month we're focusing on
Vision Fund Need inflight connectivity in China with AsiaSat's CEO,
Glasses?" (pg. 6) Roger Tong. AsiaSat is a leading supplier of satellite
capacity to the Chinese market, and Roger shares
"Inflight his views on the present state of IFC in China and its
Connectivity in future. Complementing Roger's article is a
China" with AsiaSat contribution from Andrew Faiola, ST Engineering's
CEO, Roger Tong Director of Mobility.
(pg. 10) In it, Andrew covers the ST Engineering
acquisition of Newtec and its impact on the
"Maritime VSAT combined company's capabilities in mobility and
Market: Barriers to and 5 G markets. Turning to our focus on emerging new and disruptive
Entry Busted - K4 companies, we're highlighting at K4 Mobility.
Mobility's Highly
Disruptive Business Founded by former Gogo CEO, Michael Small, and CTO, Anand
Model" (pg. 23) Chari, K4 Mobility eliminates the CAPEX and OPEX associated with teleport
and NOC ownership. Instead, it contracts with multiple satellite operators
"The ST Engineering and buys megabit capacity, as needed, on the spot market. Users enter their
Acquisition: Brings requirement using a mobile phone app, and proprietary SD-WAN-like
New Strength to algorithms select the optimal network - all without the associated costs of
Mobility" by Andrew human intervention. If successful, the service could become very popular in
Faiola, Head of VSAT mobility markets.
Mobility (pg. 28) Finally, in our Editorial section, "Does the Vision Fund Need
Glasses?," we focus on the Fund and its declining fortunes.
Recommended
Upcoming Industry Satellite Mobility World is Published by Gottlieb International Group
Events 1209 South Frederick Street, Arlington VA USA 22204
www.gottliebinternationalgroup.com
(Pg. 38)
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 C-Band Alliance Proposal In Trouble as Congress Announces
"Hot"NewsandCommentary
a Bipartisan Bill to Mandate an FCC Public Auction
Washington, D.C., October 29, 2019: The C-Band Alliance today suffered a major setback as the House Communications
Subcommittee on Communications reviewed the recently introduced "Clearing Broad Airwaves for New Development
(C-Band) Act," introduced last week by Representative Mike Doyle (D-Pa.). The bipartisan Bill, sponsored by Doyle,
Committee Chairman, Representatives Bill Johnson (R-Ohio), Greg Gianforte (R-Minn.), and Doris Matsui (D-Calif.),
mandates an FCC conducted a public auction for the 3.7 to 4.2 GHz spectrum vs. the private auction proposed by the C-Band
Alliance.
Doyle, who presided over the hearing, called the C-Band Alliance proposal "deeply disturbing." Major objections to the CBA
Proposal included doubts in the ability of CBA to free up spectrum any faster than a public auction, the Alliance's lack of
experience in conducting such an auction, lack of transparency inherent in the process, and the potential windfall of up to
$60 billion in proceeds to three foreign private companies, rather than the U.S. Treasury. Overwhelming, Committee
members supported Doyle's Bill, and called for the funds raised in an FCC auction be applied to provide high-speed
broadband to the many un-served rural areas in the United States. With momentum mounting for a conventional FCC
auction, and Congressional legislation pending to assure it, the likelihood of a CBA run, private auction seems ever more
remote.

Iridium Adds Industry Powerhouse Intellian to Iridium Certus®

Maritime Portfolio
Intellian's C700 Iridium Certus terminal unveiled at Kormarine 2019
MCLEAN, Va., Oct. 21, 2019 /PRNewswire/ -- Iridium Communications Inc. (NASDAQ: IRDM) today announced Intellian as
the newest manufacturer of Iridium CertusTM maritime terminals. Intellian is introducing the C700 terminal which will
enable a variety of applications including safety, bridge and crew welfare communications, connected ship IoT capabilities
like engine monitoring and remote diagnostics, as well as situational awareness reports.

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 Editorially Speaking...
Does the Vision Fund Need Glasses?
With just under $30 Billion of SoftBank
and the Vision Fund's capital at risk, SoftBank is
facing severe challenges. OneWeb is struggling.
Wework is teetering on the edge of insolvency,
and Uber's losses continue to mount.
Better due diligence should have nixed
these investments. OneWeb's and Wework's
business models had been tested previously and
failed, yet SoftBank and Vision Fund and its
legendary CEO, Mayashoi Son, ignored or
minimized the significance of those failures. In an
extraordinary display of gullibility, they bought
into Greg Wyler's and Adam Neumann's sales
pitches.
Initially, the OneWeb venture promised
the same benefits as O3b, delivery of high-speed
internet to the "other three billion." Now, just like
O3b, OneWeb has figured out that generating
profitable business by serving those without the
money to pay, while a mesmerizing vision, makes
no business sense. Now, in the latest gyration of
their business plan, they focus on mobility.
Once a hot sector, maritime, and aero
mobility markets are served mainly by GEO HTS,
and by the time OneWeb is operable, there will be
little opportunity left. It's just too small a market
Satellite Mobility World November 2019
to justify the massive $5 Billion plus investment to
build OneWeb.
Failing to heed the lesson of O3b, SoftBank
has been forced to write down nearly $500 million of
its initial investment. Early investors have experienced
substantial losses. Given shrinking markets, intense
competition, and regulatory hurdles, we believe it
won't be long before SoftBank is forced to write off its
entire OneWeb investment. Unfortunately, OneWeb
not the only significant SoftBank investment facing
serious challenges.
Wework, too, is based on a failed business
model. Long before SoftBank and its Vision Fund
invested nearly $10 Billion, Regus relied on the same
economic model (minus the free beer and trendy
furniture) and went bankrupt in 2013. Now, having
learned its lesson, instead of signing long-term
releases for office space and short term leases with
the tenants, Regus sign short-term leases and is
franchising, substantially mitigating risk.
Compounded their error, SoftBank agreed to
a deal structure that left an inexperienced
entrepreneur with voting control of the company.
Unchecked, CEO and founder Adam Neumann
hired multiple family members, bought office
property, and leased in back to Wework in a clear
conflict of interest. 6
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 When he was not in the office, Neumann was $180 Million consulting fee! After driving the
cavorting around the world in his $60 Million private business into the ground, he's a consultant?
jet, surfing in the Maldives or partying away as the While SoftBank executives struggle to undo
company burned its cash. Now, he's gone. The plane is the damage he created, Neumann stands to walk
up for sale, and the parties are over. His antics made away with an unprecedented $1.7 Billion Golden
the company's planned IPO impossible and left it Parachute while early investors (including the
cash-strapped and on the edge of insolvency. Saudis) will bear crippling losses and employees will
Today, layoffs are imminent, and walk away with nothing. With Uber, SoftBank's
with SoftBank's rescue in place, a lot of "While SoftBank could investment is in even deeper trouble.
employees at Wework will need work. profit handsomely if Again, relying on a bad business model, the
Incredibly, SoftBank is going to they be able to salvage economic viability of the company is in
double down. The recapitalization the company and do an question. The more revenue Uber generates,
includes, a $3 billion tender offer for IPO, their investment the more money it looses. With no clear path
existing shareholders, $1.5 billion in doesn't change the to profitability in sight, losses are mounting. In
equity and loan up to $5 billion in loans flawed businessmodel. Q1 2019, Uber lost over $1 billion. It's no
to bail out the cash-starved company, It just postponesthe surprise that after eight years of promises,
bringing SoftBank's total investment to inevitable." investors are tiring of this folly and have driven
$18 billion - significantly more than than the stock down well below its IPO price.
its current valuation! These massive missteps present severe
While SoftBank could profit handsomely if challenges to the credibility of the Vision Fund and
they are able to salvage the company and do an IPO, its charismatic, high-rolling founder, Mayashoi Son.
their investment doesn't change the flawed business With billions in losses piling up, the Vision Fund's
model. It just postpones the inevitable. At the Saudi investors, among others, must be feeling a lot
company's current cash burn rate, the new funding of pain. No doubt, the Saudis are sharpening up their
won't last long. swords, seeking to cut their losses, and waiting for
their next meeting with Mayashoi Son.
Even more unbelievable is the $1.7 Billion
Golden Parachute for ex CEO, Neumann, including a - Alan Gottlieb
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Satellite Mobility World November 2019
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 With AsiaSat CEO, Roger Tong....
Inflight Connectivity in China: Present and Future
Limited by the lack of availability of both
Ka and Ku-Band HTS, a regulatory environment
that is less than receptive, and still uncertain
business models, the Chinese lnflight Connectivity
(IFC) market has been slow to evolve.
To find out precisely what is going on in the
Chinese IFC market, we met with Roger Tong,
AsiaSat CEO at World Satellite BusinessWeek in
Paris. AsiaSat is a regional satellite operator with
landing rights in China and is a major supplier of
Ku-Band bandwidth for IFC services.
SMW: I understand that major Chinese carriersare
now deploying Wi-Fi. Can you give us an overview of
the market?When did you enter the aviation market
segment, and why?What percentage of the Chinese
commercial airline market is served by IFC, and what
is the potential for growth?
Roger Tong: We started serving the aviation
market back in 2003 with Connexion by Boeing. In
2011, we began working with Panasonic Avionics
on providing service for the Middle East and South
Asia markets.
Satellite Mobility World November 2019
We entered the China market in 2016, supporting
international airlines for ground communications
over China?s territory, and today, we are also
providing domestic Chinese carriers with satellite
capacity for inflight Wi-Fi services.
China has three IFC market segments. The first is
the international carriers flying into China. The
second segment is the Chinese airlines flying
international routes, and the third is the
narrow-body planes that fly domestic routes.
At present, Chinese airlines are deploying IFC
primarily on international flights, which represent
no more than 200 out of the over 3,000 aircraft.
The lack of an HTS Ku or Ka-Band system covering
all of China is a major technical barrier to
high-speed aero connectivity.
While China Satcom initiated Ka-Band coverage of
Eastern China with ChinaSat 16, ChinaSat 18,
which was intended to cover Western China,
experienced an anomaly after launch. In Ku?Band
HTS, APSTAR-6D has not yet been launched,and I
don't believe the regulators will open the market
for Ka-Band HTS until the entire country is served.
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 With only conventional Ku-Band available to Companies like Gogo, Panasonic and ViaSat are
cover entire China, the Chinese airlines have to platform providers. They buy capacity from the
limit the type and variety of applications on the telecom providers to offer IFC services.
plane and manage passenger
SMW: What regulatory hurdles did
expectations. At present, Chinese "To provide capacity, you need
you need to overcome to enter the
airlines offer Wi-Fi as a free service to have landing rights in China ?
Chinese market?
and are using it as a means to attract not every satellite haslanding
high-end customers. rights. Secondly, the frequency Roger Tong: That depends on
band that is available for the whether you are talking about
They are not buying much capacity
uplink islimited to Ku-Band selling capacity only or the overall
because there is no clear business
from 14 to 14.25 GHz. Thirdly, IFC business.
model. It's only a very basic service,
frequency coordination with all
like a 2G system where passengers To provide capacity, you need to
domestic satellite operators
are limited to using e-mails and have landing rights in China ? not
needsto be completed.
messaging applications. every satellite has landing rights.
Completing the coordination is
Secondly, the frequency band that is
SMW: With these variouslevels of always the most challenging
available for the uplink is limited to
service providersin the value chain, part. You must satisfy all these
Ku-Band from 14 to 14.25 GHz.
can you tell us how the IFC traffic is requirements to be able to offer
Thirdly, frequency coordination
currently routed? IFC capacity in the Chinese
with all domestic satellite operators
market"
Roger Tong: For flights flying over needs to be completed. Completing
China?s territory, all transmissions to the coordination is always the most
the aircraft have to land in China first, and then challenging part. You must satisfy all these
to be routed through the Chinese telecom requirements to be able to offer IFC capacity in
operators - China Telecom, China Unicom or the Chinese market.
China Mobile.

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Satellite Mobility World November 2019
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 If you want to install equipment on the domestic
aircraft, you need to go through type approvals.
We don't get involved in that area because we are
not a platform provider. There are several
Chinese companies trying to get themselves
certified to do this. Platform providers like Gogo
and Panasonic are doing installations overseas, as
retrofitting is currently not
being done in China.
There are only three satellite
companies that can land
capacity in China - AsiaSat, APT
Satellite and China Satcom.
lnmarsat has a special
agreement, but because there is
no regulation on Ka-Band yet,
they are unable to offer their
service.
Our satellites have been
operating at our orbital locations for a long time,
and we have completed our coordination, so we
have been quite active in providing Ku-Band
capacity for IFC services.
Regarding Ka-Band, China has not authorized the
Ka-Band frequencies for IFC yet. But if ChinaSat
18 had been successful, I believe the market for
Ka-Band would have opened up.
Two years ago, ChinaSat 16 was launched but it
only covers Eastern China. In mid-August, ChinaSat
18 was launched, but it experienced problems. To
build a replacement, it will probably take two years.
Since ChinaSat does not have nationwide Ka-Band
coverage, Ka-Band regulatory
approval will most likely be
delayed until the coverage is
complete.
APT Satellite is launching
APSTAR-6D sometime next
year, and that's a Ku-Band HTS
satellite.
As no HTS covering entire
China, whether it?s Ka or
Ku-Band, I expect the limitation
of IFC applications on Chinese aircraft will
continue until HTS is available nationwide.
Ku-Band HTS is likely to become available first, and
Ka-Band will be approved when ChinaSat 18?s
replacement comes into service.
While Panasonic and Gogo could buy more

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Satellite Mobility World November 2019
 conventional Ku-band capacity at this point, its First of all, there is not enough demand. Second,
high price will limit the service to only very you have pockets where there is no flight path,
high-end users. hence no transponder demand. Third, there are
SMW: When will AsiaSat launch itsown HTS times of day when there are no flights. So, how
satellite or satellites? can you have an efficient HTS based on aviation
alone? Also, the HTS market is not well developed
Roger Tong: We don't see an in Asia, as many countries still have
immediate need for HTS, and I don't "IFC alone cannot fill up an restrictions on landing rights for
believe an HTS satellite for IFC alone entire HTSsatellite. First of all, consumer use.
would be economically viable for the there isnot enough demand. SMW: Do you have plans to enter other
time being. Second, you have pockets segments of the land mobility market i.e.,
When we looked at AsiaSat 10, we where there is no flight path, shipping and land mobile, or will you stay
calculated the average cost per hence no transponder demand. focused on aviation?
Gigabit to be about $3.5 million. Right Third, there are timesof day
when there are no flights. So, Roger Tong: With a well-developed
now, I believe the cost is less than $2 ground infrastructure, I believe there are
million. If we had started to build how can you have an efficient
HTSbased on aviation alone?" two frontiers left: IFC and Maritime. We
AsiaSat 10, a dual Ka and Ku-Band are, of course, looking at both.
Satellite a year and a half ago, it would
have become obsolete and non-competitive even Maritime is an exciting market, but it's different
before we launch. However, we haven't given up from IFC. The issue is that ships move slowly.
on our HTS plan. When you have a cruise ship under your beam, it
takes up all the capacity, whereas, with the IFC
What we have done over the past year is to look market, you have many planes moving through
at how we can use HTS in different vertical multiple beams quickly, resulting in spreading the
markets. IFC alone cannot fill up an entire HTS use of capacity.
satellite.
With cruise ships, the route density is not as high

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Satellite Mobility World November 2019
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Satellite Mobility World November 2019
 as planes and one moment the beam is full, and
then, it may be empty. So, you have very different
user behavior. We are looking at cruise ships, cargo
vessels, and fishing boats, but another problem is
that the sales cycle tends to be very long for some of
these markets.
There are many fishing vessels in the Asia-Pacific
region, and I believe it is a market more suitable for
satellite services. However, the problem is that they
can't afford the service.
While I believe the maritime market is a good one,
the segmentation makes it challenging to
understand. So, currently, it's not our primary
focus.
SMW: What isthe Chinese aviation industry?sattitude
toward Wi-Fi vs. American carriers?Do they see it as a
free, value-added service, or a profit center?
Roger Tong: I believe they are still trying to figure
out a business model. They are following the North
American and European markets, but they are not
clear yet as to what the revenue model is.
Everyone likes to remain connected, but most are
unwilling to pay a premium for the service. The
ARPU for inflight Wi-Fi would be quite low. Still, all
the Chinese airlines feel the need to offer this
Satellite Mobility World November 2019
service to remain competitive when all
international airlines come in with the
connectivity.
My understanding is that they are exploring the
use of loyalty points rather than cash for the IFC
service as they know it will be very difficult to
raise the ticket price.
SMW: You have noted that it is difficult to close the
business case for HTSin Asia. The reasonsyou have
cited include a fragmented market, regulatory
issues, and the fact that each country wants its
own beamsand gateways. What, then, is the future
of HTS?
Roger Tong: It's not going to change until the
countries decide to open up. Most countries will
not open up unless the big ones like China, India,
and Indonesia, open up first.
It's the issue with landing rights that has limited
market expansion.
It will be challenging for global operators looking
to expand their global HTS footprints. You can't
make an economic case for an HTS satellite
unless you can cover multiple countries. That's
why we have been very cautious.
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Satellite Mobility World November 2019
 Roger Tong isAsiaSat?s
Chief Executive Officer.
Roger hasover 30 years?
experienceIn
inAsia,
the satellite
each country has its national that our broadcast customers continue
and telecommunications
objectives and regulatory control. For to receive high-quality service even
industry and hasheldIndia has its space plan, and
example, though frequency availability is
senior andIndonesia
executive is building its broadband becoming limited. We are moving them
management positions
satellite for in
government use. to higher frequencies, and we have also
Engineering. developed an inexpensive filter to help
SMW: What about the future of C-Band in our customers to protect their services.
He joined AsiaSat in
Asia?I understand that you have
March 2008 as General
concerns regarding the availability of Due to the need for broadcasters to
Manager ofsufficient
Engineering
spectrum in the Asian region cover the entire region, the amount of
and took up the position
given of
the incursion of 5G operators into available C-Band capacity to serve this
Chief Executive Officer in
the band in Europe and the United States. purpose will be limited.
April 2018.How seriousis the problem?
Because most of the C-Band spectrum in
Roger graduated
We havesumma
worked very hard over the last the 3.4 to 3.8 GHz Band in the region is
cum laude year
from and
McMaster
a half trying to determine how being allocated for 5G, we are moving
University we
in Ontario,
can best manage 5G rollout and its our customers to spectrum above 3.8
Canada, with a Bachelor?s
impact. GHz Band. We have to find the
degree in computer frequencies that will allow our broadcast
engineering Inand
China,
a they are taking the 3.4 to 3.6 customers to reach their specific
Master?sdegree in for 5G. In Japan, they have
GHz Band markets. It's complicated because we are
licensed the 3.6 to 4.1 GHz Band and in
electrical engineering. serving many TV channels.
South Korea, up to the 3.7 GHz Band. So
He holdsan MBAcountry
every degree takes a different SMW: Thank you, Roger, for sharing your
from Wilfrid Laurier
approach to 5G spectrum allocation. insights with us.
University in Canada, and
a doctorateMost of the countries in the region are
in business
not paying
administration from The compensation to the satellite
University of Newcastle inwe are working to ensure
operators. So,
Australia.
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Satellite Mobility World November 2019
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Satellite Mobility World November 2019
 Maritime VSAT Market: Barriers to Entry Busted
K4 Mobility's Highly Disruptive New Business Model
Serving the maritime VSAT market has
always been expensive and challenging. Locked in
by inflexible long-term contracts with satellite
operators and facing huge CAPEX and operating
costs, maritime VSAT integrators are struggling to
survive in a market rife with over-capacity and
cutthroat pricing.
Here, duplication of
assets and personnel costs
is squeezing margins, and
there is talk of integrator
consolidation and vertical
integration with satellite
operators.
In the midst of this
economic chaos, K4
Mobility, an innovative, new
entrepreneurial company, is seizing on an
opportunity to disrupt the traditional maritime
VSAT Value Chain.
Started in August of 2018 by former
Gogo CEO, Michael Small, and CTO, Anand Chari,
the company has raised $5 Million and now has
Satellite Mobility World November 2019
20 employees. In less than one year, K4 has
developed the first all-digital, multi-network
platform and is already deploying it in the maritime
VSAT market, starting with yachts.
Leveraging the recent availability of
operator managed services platforms that sell
megabits and adding
SD-WAN-like
intelligence, K4 Mobility
has created a service
devoid of the capital and
operating costs of
teleport and NOC
infrastructure. In doing
so, it has also avoided the
long-term transponder
leases characteristic of
the existing business model.
While existing integrators have considered
buying megabits via the managed service model, for
the most part, they resisted and continue to
purchase megahertz. This approach enabled them
to secure more megabits per MHz and thereby
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Satellite Mobility World November 2019
 increase margins and also customize
their service offerings.
Of course, the downside of
this model is the cost of CAPEX for
teleport and NOC infrastructure, as
well as the ongoing expense of
manpower needed to manage the
infrastructure.
The K4 model, in
comparison, relies on the purchase
of megabits of capacity on the spot
market, and deploying capacity
when and where needed, allowing
for services to be delivered at the
lowest possible price - assuming, of
course, that HTS prices continue
their downward spiral.
Using a mobile application,
the K4 Mobility platform users
adjust service parameters to their
liking, and proprietary SD-WAN-like
algorithms automatically select the
best available network.
Satellite Mobility World November 2019
Through proprietary
optimization software, not only can
the network intelligently switch
between different providers, it also
provides owners with secure, fine-
grained control over all data usage
on their vessel.
For the first time, a
complete picture of data usage,
cost, and performance can be seen
from a smartphone - all without the
user picking up the phone to call
the service provider.
In addition, real-time and
proactive notifications will alert
users when new devices have
connected to the network or are
using too much data.
Further enhancing the
offering is a secure messaging
platform that enables IoT
applications and person to person
communications.
K4 Mobility Mobile Application
25
MichaelChari
Anand Smallisis
a aco-founder
co-founder
CEO of K4ofMobility.
and President He is
K4 Mobility.
a wireless
He industry
isa wireless veteran,
industry The Initial target for the service is the yacht
most recently
executive and serving from
technologist, industry - vessels 80 feet in length and larger. The platform
2010recently
most to 2018serving
asPresident
from is ready, and the company already has a few customers in
and CEO
2003 of Gogo
to 2019 withInc, an Inc
Gogo service, both on VSAT and LTE.
inflight
in variouswireless company
roles, from that
the first
To jump-start sales, K4 has hired two very
went public
employee ofin
the2013 at a
commercial
experienced salespeople from the yacht industry, and in the
valuationdivision
aviation of $1.4to billion.
Executive
future, plans to sell through a network of distributors as
Vice President and CTO.
Prior to that, Michael served well.
asCEO
His trackofrecord
Centennial
of innovation
While the yacht market is an ideal testing ground,
Communication
includes: over 20Corp from
patents;
it's easy to see that the applicability of the business model is
1999 until it was
deployments of thesold to AT&T
first
much wider, given its inescapable economic advantages and
for $3 billion
CDMA network in 2009. He has
in the US,
ease of use. Once proven, it could disrupt significant
twice received thetechnologies,
superconducting E&Y
segments of other VSAT mobility markets and deliver
Entrepreneur
and of the
carrier-grade Yearand
VoIP;
services at price points and at levels of convenience far
Award
the in 2005
design, and 2012,
development and
superior to current offerings. Given these unique
and the Illinois
deployment Technology
of air-to-ground
advantages, K4 Mobility is definitely a company to be
Association
and satelliteCEO of the
inflight year
internet
watched.
award in 2013.
networks.
He hasana BA in history
MSEE from
from Iowa
Colgate
State University
University andand
ananMBA
MBAThe
from in finance fromofThe
University
University
Chicago of Chicago
Booth SchoolBooth
of
School of Business.
Business.

26
Satellite Mobility World November 2019
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Satellite Mobility World November 2019
 The ST Engineering Acquisition Brings New Strength In Mobility
By Andrew Faiola, Head of Mobility, ST Engineering
On October 1st, ST Engineering
finalized the acquisition of Newtec . The
completion of the acquisition marks an important
milestone for the satellite industry, the
consolidation of two leading players in satcom
solutions, iDirect and Newtec. The coming
together of the two companies will create a
powerhouse of innovation, which comes as the
hunger for data everywhere is driving the world
of satellite mobility.
Meeting this massive demand is what ST
Engineering iDirect is committed to doing, in an
affordable and highly scalable way. In combining
best-in-breed technologies ? iDirect?s
unparalleled networking and mobility features
with Newtec?s ground-breaking innovations in
performance and efficiency ? the new company
will offer converged technologies that will lead
the industry forward and deliver the best
possible solutions to the market. Our combined
strengths will also enable customers to gain
expanded access to accelerate customer growth
and a quicker time to market.
Satellite Mobility World November 2019
The rise of broadband connectivity has
had a massive effect on individuals, businesses,
organizations, and governments, and making it
available on a ubiquitous level is what is
required. Terrestrial connectivity cannot reach
a ship or aircraft crossing an ocean. There, in
mobility, is where satellite technology comes
into its own.
Over the past few years, the
importance of mobility to the satellite industry
has grown significantly, and it?s only going to
continue. With the demand for data no longer
confined to a physical location, constant
innovation is required to maximize ubiquitous
broadband availability
Demand is coming from users
everywhere - on land, at sea, and in the air for a
plethora of different reasons. It might be for
passengers to stay in touch with family and
friends, to access social media during a long
flight or on a cruise, for a businessperson who
needs to conduct a video conference call on a
train, or for soldiers or government personnel in
need of communication On-the-Move (OTM).
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Satellite Mobility World November 2019
 For these applications to be possible, a strategic
infrastructure of the right kind of connection and
the most suitable equipment to carry the service
is now required.
The demand for ubiquitous broadband
connectivity is driving the development of new,
small satellite "mega"
constellations in Low Earth
Orbit (LEO) and Medium
Earth Orbit (MEO).
Communicating with this
new breed of satellites will
demand
make-before-break beam
handover technology and
likely employ the use of the
new, flat panel,
electronically steered antennas. The technology
incorporated in all types of satellites - GEO, MEO,
and LEO is rapidly evolving as well.
New business models and concepts of
operations will rise from a variety of
technological advancements. Onboard
processing capability, on-demand beam
switching, inter-network roaming, software-
Satellite Mobility World November 2019
defined radios, as well as the addition of
CubeSats, small GEOs and mission-extension
vehicles, will dramatically re-shape satellite
communication. Addressing these advancements
is a priority for ST Engineering iDirect.
Perfecting Flat Panel Performance
ST Engineering iDirect
has been working with
flat panel antenna
manufacturers and
service providers for
on-the-move
connectivity.
Over the past year, we
have deployed flat
panel antennas at
AfricaCom and African mobility roadshows, and
in different mobility scenarios with Kymeta?s u7
Communications-on-the-Move terminal
mounted atop an SUV over the Intelsat EpicNG
IS-33e Ku-band satellite.
Very recently, we equipped the winning
Belgian Agoria Team?s solar-powered car with
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Satellite Mobility World November 2019
 on-the-move connectivity using a ThinKom framework that will allow seamless connectivity
antenna. between satellite and terrestrial in the 5G
ecosystem.
For the Agoria team,
satcom-on-the-move (SOTM) capability was Satellite will form an integral part of a
essential for the team?s situational awareness. hybrid network for the Connected Car and other
With constant connectivity while land mobile applications
driving, the people in the "brains" in any scenario where
car were able to connect to get extensive coverage is
the latest hour-by-hour weather required. Ultimately,
updates, including the most satellite will play a key
current information on highly role in networks
anticipated sun exposure - incorporating multiple
assistance that critical to their transmission
victory in the race. technologies.
5G 5G Over Satellite in
Action
Though in its relative
infancy, 5G is, without doubt, We are actively involved
going to become a critical part of in several major
our future connectivity and its impact will be felt consortia involved in the defining of 5G
in the mobility environment ? and satellite will standards, and we have participated in
play a key role in its delivery. milestone demonstrations that showcase the
ways in which mobile network operators will be
5G is the first step towards a unified
able to complement their 5G services with
system for satellite and terrestrial
satellite connectivity.
communications. ST Engineering iDirect is playing
a key role in the development of the architectural

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Satellite Mobility World November 2019
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Satellite Mobility World November 2019
 We joined SATis5, a consortium sponsored
by the European Space Agency (ESA), to focus on
integrating satellite into 5G networks facilitated
primarily through 3rd Generation Partnership
Project (3GPP) standardization. With this
multi-year project, ESA wants to showcase to the
mobile industry how satellite can be used to deploy
5G across different verticals and rural and remote
areas.
Another consortium in which ST
Engineering iDirect is involved is the ESA Artes
project, OSMOSIS. The objective of this program is
to enhance the end-to-end hybrid network, using
broadcast techniques to populate network edge
CDN appliances. ST Engineering iDirect has had
several successful demos to showcase how content
at the edge and multicasting can help offload traffic
for some of the MNO?s valuable 5G edge capacity.
This year, at Mobile World Congress in
Barcelona, we showcased a final live proof of
concept testing for video content distribution to
the edge designed to operate over a satellite
network with 4G/5G and MEC integration.
Satellite Mobility World November 2019
We also held a successful milestone
demo as part of the EU?s Horizon 2020 SaT5G
consortium. We led the demo along with key
partners, including SES at EUCnC in June of this
year that showcased a first-of-its-kind,
end-to-end test leveraging 3GPP architecture
over satellite into a pre-5G core network.
Finally, in May, we played a key role in
the world?s first demonstration of 5G backhaul
over a LEO satellite with global satellite operator
Telesat, Vodafone, and the University of Surrey.
The successful tests confirmed that LEO
satellites will provide effective backhaul
transport, including for future 5G networks.
The work these and other consortia are
driving will ultimately contribute to an easier
integration of satellite into terrestrial and
wireless networks. It will help service providers
worldwide reach significant new markets and
shape the future of how the world connects.
We are pushing the evolution of our
platforms and technologies towards SDN/NFV,
edge cloud, and scalability. Our focus continues
to be on enabling universal 5G coverage that
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Satellite Mobility World November 2019
 Andrew iscurrently Head of
Mobility at ST Engineering
iDirect.
There, he isresponsible for
truly creates an integrated hybrid network in order
the company?sstrategy for
to deliver information to those who need it, to
aviation, maritime, and
enhance public safety, and enable sustainable
land mobile.
growth.
Previously,AnAndrew
ExcitingspentFuture
15 yearsat Intelsat, the
The world of satellite-enabled mobility is
world?sleading satellite
company,setin ato flourish.
number of No other technology can meet the
requirements
different direct account for mobile connectivity like satellite.
management Thatand
is why the coming together of ST Engineering
leadershipiDirect andmost
positions, Newtec is so significant.
recently leading the
Our future road-map has a firm focus on
Mobility Solutionssales
mobility, and our commitment to innovation will
team for Europe, Middle
only be strengthened with access to the greater
East, and Asia.
resources and engineering talent of the combined
companies.
He also held varioussalesTogether, we will enable our customers
to goroles
and marketing further
at and to do more ? no matter where
NewSkiesthey are. and at
Satellites,
an independent teleport in
the USA called ESATEL
Communications.
Andrew holdsa BA in
Economicsfrom
Washington University in
St. Louis, and an MA in
International Affairsfrom
The George Washington
University in Washington, 36
DC. Mobility World November 2019
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 Upcoming and Recommended Satellite Mobility Events
There are many mobility related satellite
industry events and unless you have an unlimited
budget, here are the "must attends" (in blue) and others
that may be of interest.
Upcoming Conferences:
- **WorkBoat 2019: 27-29 November, New
Orleans, LA. Good show for offshore energy
market.
- ***Marintec China: December 3-6 Shanghai,
China.
- *****Sat ellit e 2020: 9-12 March 2020:
Washingt on D.C.: The Industry's most
important satellite exhibition and conference -
a must attend.
- ****Asia Pacific Marit ime: 18-20 March,
Singapore
Biggest maritime show in Asia.
- 8-11 Sept ember 2020: A must attend for those
*****SeaTrade Cruise Global, Miami: 21-23
April: The Cruise Industry is a huge user of
VSAT services. making this show an important
venue. It should not be missed - an important
event for satellite service suppliers.
Satellite Mobility World November 2019
- ****Posidonia: 1-5 June At hens, Greece:
Another important show maritime VSAT,
especially for those targeting the tanker and
container segment.
- ****CommunicAsia: June 9 - 11th, Singapore
The biggest communications trade show in
Asia. Not to be missed.
- ****Global Connect ed Aircraft : June 10-13
Denver: A popular conference address in
commercial aircraft connectivity.
- *****Small Sat ellit e Conference: Logan, Ut ah:
August 3-8. Unquestionably the best small
satellite conference available. With over 3,000
attendees, this conference is enormously
popular.
- ****SMM: Hamburg, Germany' Sept ember
interested in VSAT use in the cargo segments.
- ******World Sat ellit e Business Week: Paris,
France: 10:14 September. Unquestionably, the
best satellite conference of the year. WSBW
bring together all of the top executives in the
industry in an intimate, networking
atmosphere at the Westin.
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Satellite Mobility World November 2019