How To Understand Iridium Communications

Transcription

1 An Internet for the Blue Planet David Wigglesworth Vice President & General Manager Global M2M Services Iridium Satellite LLC 1

2 Agenda Iridium Overview Satellite communications M2M Security The Future 2 Iridium Proprietary and Confidential

3 Iridium Communications Overview The only truly global communications provider of vital mobile voice and data services via 66 in-orbit satellites Serving 664,000 customers across the land-based handset, maritime, aviation, machine-tomachine (M2M) and government markets Includes 273,000 M2M subscribers Publicly traded, NASDAQ:IRDM LTM net income of $72M, revenue $382M and OEBITDA of $201 million Iridium NEXT set to launch

4 4 WIDE AREA MOBILE COMMUNICATIONS

5 Anyone had a dropped mobile phone call? Anyone had No Service on their mobile phone? 5 Catch The Next Wave

6 90% of the World s Surface does not have cellular coverage 6 Catch The Next Wave

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8 Iridium M2M Proven global coverage Each dot represents a SBD call

9 9 BASICS OF SATELLITE COMMUNICATIONS

10 Architectures Geostationary Orbit Bent Pipe Km Low or Medium Earth Orbit Processing or bent pipe ~700 Km 10

11 Antenna Parameters Bandwidth Gain Physical size Decreases with increase in frequency Radiation pattern omni-directional versus directional Physical characteristics of antenna impact what is possible in fielded solutions 11

12 Technologies Derived from the physics of satellite engineering Distance to satellite Bandwidth Frequency Coverage Regional Global Intermittent 12

13 Advances in technology Modulation Improved Bits per Hertz More data Processing power Moore s Law delayed by about 3 years for space rating Lower power consumption Improved batteries The holy grail for many applications 13

14 14 M2M

15 15 Catch The Next Wave

16 16 50 billion Internet of things M2M A2A E2E Device server Device device Intelligence Communications Remote Monitoring Control

17 How to define M2M? M2M is a global infrastructure that incorporates the interconnection of physical and virtual systems and to enable new and autonomous capabilities. Characteristics of the M2M include: Time Scale: Automated systems that operate in the physical world and engage in analysis and action faster than humans can comprehend, participate in, or supervise. Interdependence: Actions and consequences, some unanticipated, that can result from the interactions between systems. Prediction/Learning: Systems that are constantly evolving through experiences and additional data. System Management and Control: Emerging networked technologies that do not necessarily conform to older established models. 17 Catch The Next Wave

18 Drivers of M2M innovation Return on Investment Saves money Makes money Vertical market specialization Applications with high economic return developed first Broader markets now becoming known including consumer Volume Increase in competition as more companies enter M2M market Broadening of vertical markets served Higher adoption rates Expansion Higher deployment rates drives down costs Lower costs opens up new markets that drives ever larger incremental volumes 18

19 Evolution of M2M Descriptive Data Predictive Rules based actions / decisions Prescriptive Cognitive actions systems that think Empowered by knowledge Enriched by information Mobile World Congress Key by Virigina Rometty, CEO IBM 19 Catch The Next Wave

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22 22 Security Generally not in the functional requirements Traditional hacking/it security model First developed by hobbyists/ up for a challenge Then monetized by criminals and even government actors New issue faced data integrity From: Do you know your solution is working reliably? To: How do you know that your data has not been maliciously or otherwise altered?

23 23 THE FUTURE IN MARITIME

24 Uses of Satellite in Maritime Today Ship voice and data communications Crew voice and data ( , Internet) communications GPS Fisheries Management - Vessel Monitoring Service AIS space based reception of AIS data Science programs Buoys data collection platforms Vessel tracking Vessel Traffic Management 24

25 How to predict the future? Transfer of ideas from other vertical markets M2M Platforms Manage the operation of fielded devices Eliminate the need for bespoke systems 25

26 Smaller equipment Increased volumes Increased bandwidth availability Crew communications From: Ship based To: Personal based Ships business communications Lower costs for equipment and service 26 Catch The Next Wave

27 Improved safety communications From: Ship based To: Personal based Have you heard of an EPIRB? What about a personal device? Remote monitoring and management Power by the hour - ship engines sold on a usage basis instead of a capital purchase Increasing number of scientific applications 27

28 Unattended Autonomous Vehicles AKA Drones Widely used today in aviation 28 Catch The Next Wave

29 Q&A 29 Catch The Next Wave

30 Proprietary and Confidential 30

31 BACK-UP MATERIAL NOT TO BE PRESENTED 31 Catch The Next Wave

32 Iridium NEXT Positions Us for the Future Fully funded approximately $3 billion plan that supports our success for many years Compatibility with existing network and devices Smooth network transition and customer continuity Retains LEO architecture with 66 new operational satellites, 6 inorbit spares and 9 ground spares Scheduled deployment between early 2015 and 2017 via Falcon 9 launches Expanded capacity and higher data speed capabilities Note: Fully funded approximately $3 billion business plan assumes borrowings under the $1.8 billion COFACE financing agreement, together with internally generated cash flows, including cash flows from hosted payloads, and any proceeds from outstanding stock purchase warrants. 32

33 Iridium Product Categories M2M Data Services L-Band Transceiver Voice/Data Modem Iridium OpenPort Broadband Svc Satellite Handheld Phone Track your interests everywhere simply and reliably Voice and data asset tracking its what s inside that counts Always on, high-speed IP connectivity globally The tough customer chosen by even tougher customers Transportation OEM Maritime Tracking Distress and alarm Asset tracking Aviation Tracking and Data Link Environmental monitoring Maritime Safety Flight Tracking and Monitoring Land and Mobile Military Operations Voice and Data Communications Up to 134kbps (9.6, 32, 64, 128, 134) Telephony and high-speed data in a single platform Prepaid and postpaid service options Voice and data communications anywhere in the world Rugged, Mil Std, IP65 GPS and location based services Prepaid/Postpaid 33

34 Iridium s Position in the M2M Data Market Core business is Connectivity Global wireless data network Quality network Designer and manufacturer of core network transceiver technology Transceivers, Chipsets Simplify the technology ease the integration reduce the overall cost to add satellite M2M Network Longevity Iridium NEXT Ensures Iridium s Long Term Competitive Advantage Continue to provide existing service capabilities no sunset of services Deploy new higher speed service capabilities Wholesale network operator 34

35 Iridium s Position in the M2M Data Market Partner ecosystem VARs, VAMs, VADs Specialized in vertical markets Transportation OEM Maritime Aviation Government Personal VADs Iridium VAMs Value Added Specialized Solutions VARs Service Providers (SPs) Global Distributors End Customers EVERYWHERE 35

36 36 Iridium M2M Data Services Short Burst Data Designed for asset tracking & monitoring applications Typical message sizes bytes Small transceivers Simple antenna Low power Circuit Switched Data Used for real time connectivity or larger data files Typical data file sizes > 1000 bytes Small transceiver Simple antenna

37 Is satellite relevant to M2M? 10% of the worlds surface has cellular service M2M does and will continue to use multiple communications technologies E.g. Zigbee, LoPan, Wifi, cellular, satellite M2M needs to work wherever the asset is and no one technology can do it all Adoption of satellite by the M2M market follows conventional ROI strategies Satellite applications tend to focus on a few markets 37

38 Considerations for Satellite M2M Solutions Regional or truly global coverage Does the Service work where you need it today and where you will expand to in the future? Uniform coverage and operating characteristics Will the Service performs the same irrespective of land/sea, latitude/longitude? Does the Service use a reliable acknowledged network protocol? - deterministic service Latency When will the data turn up? Devices Can you use the same device anywhere in the world or do you need to preselect? Do the devices fit in the space available? Highly reliable Network Access Single access point or requirement for multiple points to achieve global connectivity Single global agreement with Network Operator (where permitted by local country Regulations) Antenna Directional or Omnidirectional? Physical characteristics for application - Small, flat, efficient

39 Iridium Benefits to M2M Applications Global uniform coverage and low latency Same device will work anywhere in the world Simple, small antenna Simple device and network interfaces Reliable, high quality service

40 Proprietary and Confidential 40