Survey of Satellite IOT

Aug 2022:

Incumbent Satellite operators such as Inmarsat, IridiumORBCOMM, and Globalstar contribute to more than 80% of global satellite IoT connectivity revenues. However, emerging start-ups offering low-power and low-cost IoT connectivity through LEOs—based small satellite constellations—are expected to gain ground and account for approximately 20% of the global market by 2026.

May 2022:

At the moment LEO satellite for IoT looks like it has over-heated before it has even really begun, and only a few will thrive. It might be best if the majority of would-be players cut their losses and decided not to launch. Deep pockets and standards-based offers will carry the day.

Jan 2023:

Bruce @ Essential-IOT:  Interested in whether swarm is going to make it.  SpaceX certainly has the staying power and infrastructure.  Not seeing a ton of launches though:  one in Jan 2023, per 12 tiny “picosats” for Swarm Technologies, a company owned by SpaceX. Swarm is developing a low-data-rate satellite communications system. Each of the Swarm satellites is about the size of a slice of bread.

July 2022: 

Regular rocket rides and Starlink synergies make for big leaps ahead

Bruce @ Essential-IOT:  Sara Spangelo's acknowledgement of Starlink synergies makes the future seem pretty interesting here.

The remaining 1 hour latency without amping up the constellation quickly feels like things are still being developed.  My question is whether building in the M138 modem poses much risk of being left behind.

Pondering where to invest next.  Will be watching...

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