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The emergence of native 5G LEO satellite networks will democratise remote connectivity and challenge terrestrial incumbents.
David Kennedy · Venture InsightsPeriod: Q2 20233 min read
Last updated
Planned Sateliot satellites for global coverage
Mobile partners claimed by Sateliot
This report analyses the disruptive potential of Low Earth Orbit (LEO) satellite networks supporting native 5G connectivity. With Sateliot planning a 250-satellite constellation and Lynk Global claiming patented direct-to-phone systems, the traditional coverage advantages held by incumbents like Telstra and Spark New Zealand are set to diminish. The integration of 3GPP protocols into satellite infrastructure allows for low-cost, off-the-shelf NB-IoT devices to operate in remote areas, potentially reducing the need for government-subsidised rural 5G investments.
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