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ITU Workshop 09 December 2002

ITU Workshop 09 December 2002. EMS Satellite Networks Introduction. Division of EMS Technologies Inc (NASDAQ: ELMG) ~US$300M revenues in 2002; 1700 employees Satellite broadband IP is our core business

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ITU Workshop 09 December 2002

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  1. ITU Workshop 09 December 2002

  2. EMS Satellite NetworksIntroduction • Division of EMS Technologies Inc (NASDAQ: ELMG) • ~US$300M revenues in 2002; 1700 employees • Satellite broadband IP is our core business • 30+ years of satellite communications experience in both satellite manufacturing and ground systems; Interest in Ka slot at 91°W • Supplier of DVB-RCS systems to multiple satellite operators and service providers in Europe, North America and Asia. • One of the founders of the DVB-RCS standard • First-to-market, with systems in operation for almost 3 years, and direct experience with several business cases

  3. EMS Satellite NetworksProducts & Systems Solutions Systems Engineering • Network design (ground & space segment) • Performance Optimization Hubs • Return link sub-systems • Forward link sub-systems • Network management sub-systems Satellite Interactive Terminals (SIT) • Enterprise & Professional Series • All bands - Ka, Ku, C

  4. Market PositioningUncertain Roles for Market Players End Customer Content Wholesale Service Provider Retail Service Provider Internet Private Shared Hub/ Network Operator THE GOAL System Integrator • Teleports Satellite Equipment Provider • Satellite Operators • HNS • Gilat

  5. Target MarketsCustomer vs. Technology-Lead • Enterprise, Consumer or Both? • Start with enterprise, then as costs drop with volume, enter consumer • The bubble has burst – “quantum leap” to consumer solution has failed • Build market one enterprise niche at a time; target a niche, then serve it! • Technology or customer, which comes first? • Same technology can serve both; ongoing debate is a distraction the industry cannot afford • Need some combination of Ka, spot beams, and more bits/Hz (eg. 8PSK) • Industry needs open standard to drive economies of scale, reduce costs, expand the market, and finally reach consumer price points • DVB-RCS will do the job – get on with it.

  6. DVB-RCSMomentum • Virtually all major satellite operators are now involved in DVB-RCS trials or procurements: • Most major ground segment suppliers now actively involved: • Continued ESA funding for DVB-RCS (eg. chipsets, interoperability, applications) • Eutelsat • France Telecom • Hispasat • Intelsat • JSAT • Loral Skynet • New Skies • Panamsat • SES-Americom • SES-Astra • Telesat • Incumbents: HNS and Gilat are positioning in DVB-RCS • Entrants: EMS, Nera and Newtec pioneered DVB-RCS • Other notables are actively involved: Alcatel, Infineon, Raytheon, ST Micro, Viasat • First Interoperability commitments from EMS, Nera & Newtec

  7. DVB-RCS2002 Market Shares • Survey indicates 70 Contracts for >50k terminals • ~25% DVB-RCS; ~75% VSAT (20% decline over 2001) • Argentina • Netherlands • Turkey • SES/SatLynx • Eutelsat • Telespazio • StarOne • BASF • Goodyear • Columbia • Tibet • India • Korea Telecom • Gulf Oil • Casey’s • Do it Best • Steak & Shake Source: DowJones & EMS data Nov’01-Nov’02

  8. Future DirectionBusiness Case Priorities Typical Service Provider Cost Structure Hub & Access Ops + SG&A • Reduce $/Mhz • Improve bits/hz Bandwidth • Reduce installed cost per terminal Terminals

  9. Future DirectionKey Success Factors • Industry must: • Adopt DVB-RCS open standard & realize interoperability • Invest R&D in key technologies (eg. Ka, spot beams, 8PSK, terminal cost reduction) • Satellite operators must: • Continue deploying satellite broadband IP technologies • Build core infrastructure for satellite broadband IP worldwide • Support retail service entry into target markets

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