Satellite Connectivity Market Opportunity

DEMAND GROWTH CONTINUING BEYOND 2030 B2B VERTICAL FIXED DATA CURRENT USE CASES OneWeb EMERGING FUTURE APPLICATIONS Mobile backhaul: up to ~35% of sites still in 2G/3G in 2030, leaving potential x10 increase in capacity per site Corporate networks: continued rise of cloud connectivity, increasing number of sites and consumption per site Digital Twin of remote industrial sites (e.g., mining, O&G) requiring large number of connected devices GOVERNMENT Governmental SATCOM: demand increase driven by the introduction of next-generation platforms across air/land/ sea and by the need of resilience of critical infrastructure Autonomous vehicles to represent a growing share of military assets Full-spectrum global combat clouds expected to deploy in French Army staff by ~2040 MOBILITY In-Flight Connectivity: up to ~40% of commercial aircraft not yet equipped with IFC in 2030 Data-intensive innovations for aerial mobility (e.g., TBO1, Single Pilot Operations) to gain traction after 2030i Maritime Autonomous Surface Ships B2C CONSUMER BROADBAND Satellite internet penetration: <0.5% of global households equipped in 2030 Bandwidth from metaverses such as Meta's Horizon Worlds to increase by 2030|i EUTELSAT (1) Trajectory-Based Operations, L., collecting the exact position of airplanes at any instant to optimize airspace management Sources: Euroconsult Satellite Connectivity and Video Market, September 2021; (i) ESA; (ii) Credit Suisse 63

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