Can Amazon Compete With SpaceX In The Satellite Internet Business?
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- เผยแพร่เมื่อ 30 เม.ย. 2022
- Project Kuiper is Amazon’s plan to deliver internet from space using 3,236 small satellites in low Earth orbit. It’s seen as a direct competitor to Starlink, SpaceX’s satellite internet venture. Starlink already has about 2,000 satellites in orbit, serving about 250,000 total subscribers, but the FCC has approved SpaceX to launch a total of 12,000 satellites. Amazon has yet to launch any, but did sign a multibillion-dollar contract with three rocket companies to send its satellites to space. Watch the video to learn how Amazon’s Project Kuiper satellite internet service will compete with SpaceX’s Starlink, and why the e-commerce giant is in a good position to deliver connectivity throughout the globe in the not too distant future.
Amazon has a plan to deliver internet from space using 3,236 small satellites in low Earth orbit. It’s called Project Kuiper.
In April, the company signed a multibillion-dollar contract - the largest rocket deal in the history of the commercial space industry - for launches of its Kuiper satellites with three different entities: Jeff Bezos’s Blue Origin, United Launch Alliance (a joint venture of Boeing and Lockheed Martin) and Europe’s Arianespace.
“In many ways, it’s a response and a competition to Elon Musk and SpaceX with its Starlink network,” said CNBC space reporter Michael Sheetz. Amazon first revealed Project Kuiper in 2019, but the company’s announcement last month gave it new momentum.
SpaceX’s Starlink already has about 2,000 satellites in orbit, serving about 250,000 total subscribers. The Federal Communications Commission has approved SpaceX to launch a total of 12,000 satellites.
Amazon hasn’t yet launched a single satellite, but it could still be a big player in the game.
“The satellite communications market is one that’s valued at a few tens of billions of dollars,” said Caleb Henry, a senior analyst at Quilty Analytics. “No one in this industry believes that it’s a one-system-take-all kind of environment. We expect to see at least two and probably more constellations go forward, serving not only the residential consumer, but any type of business or organization that relies on internet connectivity.”
An estimated 37% of the world’s population has still never used the internet, with 96% of those people living in developing countries, according to data from the International Telecommunication Union, a United Nations organization. And Amazon joins a list of tech giants, along with Facebook and Google, that have invested in developing digital infrastructure to support their own core services.
“Amazon is known as the everything company, and it’s hard to have an everything company without internet,” said Henry. “Amazon’s fastest-growing segment has been its AWS cloud service. And in support of that, they’ve built out a tremendous amount of internet infrastructure, whether it’s data centers or fiber.”
Henry said space is a “very natural expansion” of Amazon’s data business and its consumer business, “providing goods and electronics and resources to people around the world.”
Watch the video above to learn how Amazon’s Project Kuiper satellite internet service will compete with SpaceX’s Starlink, and why the e-commerce giant is positioned to deliver connectivity throughout the globe in the near future.
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#SpaceX
Can Amazon Compete With SpaceX In The Satellite Internet Business?
Nope, not gonna happen. Its all about the rocket, and SpaceX has a beast in the Falcon 9. Made about 130 successful launches, now launches once a week, put's up close to 60 starlinks at a time. Landed successfully on drone ships 60 to 70 times, A lot of first stage boosters have been reused up to 10 times a piece saving tons of money per launch. No other company or country is even in the ballgame. It's all about the science and engineering and SpaceX rules... Once they get the Starship up and running forget about it......
That's binary thinking: one or the other. And that never happens. Its about the space economy and market.
CNBC is not considering the technical side of the stuff... Hahahahahha
It has landed more than 100 times now.
The Musk fanboy who doesn't understand who controls your internet speed. It's not SpaceX. AT&T, Verizon, Charter and Comcast owns majority of the fiber in the country and dictates your internet connection.
@@zeitgeistx5239 Elon haters who don't understand SpaceX has a deal with both Google and Microsoft to provide internet.
Competition is good, but SpaceX is the only company with a rapidly reusable rocket
Blue origin can't even launch rocket to orbit yet lol
This is still the very beginnings of space. Who knows what space companies will exist in 20 to 30 years from now. Spacex may not be on top of the game anymore. For now, though, Spacex is definitely in the lead. Just because you are the first, doesn't mean you will remain number one forever. But, Kudos to Spacex for their achievements.
"rapidly reusable"??
@@a55tech yes exactly that
Jeff Bozos is going to have to secure launch dates on SpaceX rockets if he ever wants to launch satellite #1.
did you not watch the video? he's already contracted with 3 companies
LOL
@@lennyhipp None of those rockets have launched yet.
@@lennyhipp The idea is to launch them without paying too much money. I don't think any of the ones you listed are a similar price. Have any of those rockets even flown?
@@lennyhipp The problem is ULA using russian rocket engine for their main/first stages, not like SpaceX who made it themselves, i don't know hom much rocket engines that they have in stock but russia already banning those rocket engine export to US, so that could be a problem
sounds to me like they are just buying the contracts to placate ULA by offsetting the loss of revenue through late BE-4 engines
SpaceX is not stopping. They already have plans for Starlink 2.0 with laser links, launched on Starship. Way cheaper and more powerful. So, even if Amazon manages to catch-up, SpaceX is still moving even forward.
Ueaaah go Jeff Bezos I bet I'll get to Space before you , Cheaper than you 100% live long and prosper!
wrong. there isn't one 2.0 sat in space.
@@montanaspring7176 There technically are lol. There are hundreds of Starlink 2.0 Minis in orbit right now. However the first Starlink 2.0 satellites are expected to be launched later this year
Here, let me answer that for you: No. Starlink will be complete before Amazon puts even one satellite into space, if they ever do. Saved you 12 minutes.
Thank you
Correction: spacex will go broke before they can complete starlink
@@avocadotoast1050 highly probable...then again its owner just bought $44B worth of social media so i think he might do something about starlink before that don't ya think
@@avocadotoast1050 Why will they? lol
@@nicolasnava5717 He didn't buy anything yet.
There is no race. Space X is building new, freshly designed rocket engines, to go in their new huge, reusable rocket, while launching, recovering and reusing their existing rockets. Who else is doing that?
MSNBC CRAP… All Amazon has to do is build a reusable rockets. MSNBC sucks. Blue origin shows no signs of launching anything that’s reusable. $10 Billion is no way near enough…
Lol.. They are not talking about the space race, it is about the Satellite Internet. I think Amazon has an advantage when it comes to service provider. But rooting for the SpaceX.
@@johnnykhai6674 The biggest expense is launching them. They don't have any rockets. And the launching is an ongoing huge expense.
what happens with the second stage? does it burn up?
The more competition the better. Hopefully will drive the price down.
Amazon could contracted space x to put these sats up on the cheap. Bezos is just attempting to fund the other failing rocket providers.
Bezos might want to stop buying yachts and start designing rockets and engines if he wants to be that competition.
A few mistakes in the video. Starlink has about 2800 working satellites and 600,000 customers. They expect to have over 1 million by winter 2023
I'm posting in September 23 and they now have over 2 million users. In my opinion this is going to be a case of first to market wins.
@@paulbailey1215Yup. And once Starship is operational, it’s truly game over.
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Bezos has no chance against Elon!
2,3,10 times - a year? Verses about 2 times a week for SpaceX?
No contest.
Did we think Tiktok could challenge Facebook? Or Disney Plus with Netflix? Things could change going into the 30's and 2040's
@@doggo2995 Yea thats internet company's that mainly needed coders servers and are based on popularity of its content not efficiency or tech. We are talking literal rocket science here.
@@RasakBlood very true
Oneweb is right to step aside from private customer and move to business/gov market. From the look of it, there's no way they could compete with SpaceX and Amazon who have virtually unlimited funding.
I mean, it's easier to create ground stations than to launch your satellites with different rockets or even catch up with 2k+ SpaceX has already in space. Not to mention, Starlink also testing out Laser communication so it won't need a lot of ground station.
Bezo can't make it to orbit. Without the ability to make it to orbit they can't effectively compete. All 6th grade science students launch rockets that go up and parachutes down.
I never did that 😭
4:40:40 AM (yep!)
5/3/2022
Yeah, I think I'd go with Starlink, even if Kuiper is cheaper. I don't need Scamazon deciding that I can't visit certain websites or shutting down more services that serve things Bezos disagrees with.
And that's what you would have with bezos company. I have FTH so I don't need satellite internet but it's great for rural people. I would definitely use Starlink.
If Kuiper is cheaper then it probably will be CHEAPER, as made in CCP China and not well made or reliable. Jeff isn’t known for making great anything, he just a rich salesman, all talk and cheap marketing. Elon is a hands on maker, invested in his projects and he keeps in touch with as much as he can. I’m glad he had time to take his Mum to the Met …. He’s a good boy !
LoL ekon stan 🤡, u think as if Elon & his shareholders will do something that Bezos won't do. 8$ job copium one aren't you huh.
@@chrisbraid2907 Here we are a year later and this praise of Elon as a smart hands on guy has aged like warm milk. Turns out Elon has come out as a full blown Nazi who spends most of his day trolling and censoring the few good people left on twitter. He is by far, the biggest, dumbest disappointment ever.
CNBS forgets to mention that SpaceX launches their own rockets themself, and has a great track-record of reusability.
CNBS forgot to mention Starlink was created by Elon Musk.
This Amazon guy is a lot more honest and likable than Jeff Who.
Caleb Henry, the guy they interviewed is a great analyst. Puts everything in perspective.
This century nobody can and will be beat Elon musk.
except me
@@Victor-oy8bj Named a part of your body Elon Musk?
u might as well start a religion worshipping him as the next jesus
@@alstud1 lmfao underrated comment
Cringeworthy Elon stans, geez might well polish the boots
One year later ... zero satellites deployed.
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The pandemic really taught people the importance of multiple streams of income. Unfortunately, having a job doesn't guarantee 100% security, rather having different investments is the real deal.
@@jachikeonwuka3824 That's true,
I believe that the secret to financial stability is having the right investment ideas to enable you earn more money. But for now, investors getting started can feel overwhelming. Risk loom large and complicated, unfamiliar financial jargons can be intimidating.
Some investors look to their investments as a source of income while others use it as a means to grow or preserve their wealth.
Also, It is mostly disastrous for newbies or anyone who doesn't adhere to a well thought-out strategy and over all, a professional broker.
Yes it can host satelite internet and TV services soon for remote locations as well
Amazon: We will.
SpaceX: Did that.
Anyone else got triggered by the constant mispronunciation of Ariane Space?
Thanks for this insightful video comparison between these two amazing companies. Well worth watching, not to mention there're my favourite companies!
We are getting same speed internet from spectrum for $60 per month. It may be good for village and remote area where regular internet providers can't provide service.
Fascinating. Great video
Great video for "when" they get satellites in space.
By disturbing satellite signal from a weak earth signal , resulting from shifting satellite communication from channel to channel to creating o and 1 is it possible to attain reliable connection between satellite and ordinary mobile phones ?.
The fact that Amazon is depending on 3 different Launch Vehicles that have yet to clear the tower on their first launch is a huge risk. Especially when you consider the number of launches required. SpaceX is using the F9 which has averaged about 1-launch a week for 2022.
It's not a bigger risk, than using SpaceX.
@@akyhne Why? The F9 has demonstrated higher reliability than any previous US LV(100+ successful launches in a row) and has demonstrated quick turn around for booster re-use.
Dude, you don't throw away rockets. In fact I think it was a year or two ago when the last Soviet era rocket engine was used up.
Also, current research points to two types of rockets being used: Mini orbital rockets and heavy lift vehicles. Since neither are fully invented there will definitely be a mix of rockets used for many years.
@@SDGreg So what! Arianespace has a better launch history, with the Ariane 5, than SpaceX has with the Falcon 9. Just about the same number of launches, with fewer failures.
@@SDGreg And yet, SpaceX needs Starship in order to launch the next gen of satellites, the generation that will finally enable those satellites to talk to each other and not just the ground stations.
Thanks CNBC for the information
Amazon prime with this service will be huge.
Sounds like a bot wrote this
has ULA managed to drop its launch price yet? last i heard (a few years ago now i'll admit) they were still 3 or 4 times to price of a spaceX falcon9. If thats still the norm then thats going to have a big hit on prices or diving into cash reserves
I think that Bezos should swallow his pride and go with cheaper launch providers like SpaceX.
@@TehPoet You think Space-X will launch satellites for a competitor 🤣. It is same reason Google Fiber never took off. As soon as AT&T found out why Google was asking to rent thier Phone poles to string fiber they said no we can do that too. That forced Google to install thier own poles or go underground, both being cost prohibitive.
@@mikevars8979 I'm not convinced SpaceX will see Amazons project Keiper as much of a threat, either way there's space for multiple operators in the industry so I suspect they'd take the money. Until blue origin gets cost competitive with SpaceX (if ever), Starlink will always be cheaper IMO. They already have a huge head start.
@@TehPoet SpaceX is overbooked for a long time
@@mikevars8979 Even SpaceX wouldn't leave a 6 to billion dollar deal on the table because of competition. Understand the space market dynamics
Madison Square Space… 🎇 🎆
-Talk about the user terminals costing $1'300 each
-Show the new user terminal which is now half the cost
What a joke.
Exactly! I can't believe the amount of cherry picking
1:38 UHRIANSPARSE, thanks space reporter
It is very realistic to compare something that exists with something that does not :)
Can enough people who Jeff is targeting afford the monthly subscription to make this profitable?
Spacex is flying circles around these fools.
Amazon has no place giving blue origin a contract for any launches, how is this not being taken to court by Amazon shareholders? Amazon should be going with SpaceX for the launches.
Two different legal entities.
And now they’re going with SpaceX because of a lawsuit! Lol
The only way for them to get a lot of customers is to make it work with cell phones.
This would be the realm of local providers using satellite internet as backhaul in lieu of dedicated network connectivity back to the internet as a whole. There is no way for mobile phones to be effective in connecting to the satellite and maintaining the type of connection needed to stream video from the internet.
@@DonFanningThe I just want to have the ability to text when I'm outside of cell tower coverage. That would be super useful.
@@djp1234 It's been possible to do that for a long time. Buy a Iridium or Globalstar networked phone. :P
@@DonFanningThe but I don’t want to carry an extra phone. I want my smartphone to have that functionality built in.
It is good to have competition and alternative.
God bless🙏 💐💐💐💐💐💐🙏
Honestly - wouldn't trust Amazon with my raw web traffic. It is bad enough that so many services use AWS.
Ad block. Get one.
@@samsonsoturian6013 I think a vpn would be more useful.
@@UnCoolDad I followed the Eero router for 3 years, from 16-19 years old, with intent on getting one. My desires passed when they bought the company. I wholly understand.
lol. what an uninformed comment. AWS has nothing to do with your data. it's the clients of AWS that has something to do with your data. AWS is just a infrastructure that these other companies/individuals use to run their services and applications.
@@iamwisdomsky it is Amazons infrastructure. They have full access to everything.
I hope so every company should have competition
Nice video.
It's the phone to Satellite service that Motorola developed years ago that is the holy grail. Phones would not require a Cel provider. All phones would be VOIP and connected to the internet. The monthly fee would be or could be less allowing more users. The phones would work anywhere, unlike a cel phone.
I have my doubts, unless the laser link brings huge bandwidth with it which is still very new tech. The bandwidth is still not there and i think they need a crazy amount of satellite just to keep the network replenished, maybe Starship but that thing has extreme engineering challenges ahead of it
Thanks this was some nutritious information
“ Inner net ” I love American accent 😂
Will these satellites allow us to call anywhere on the planet or use the internet on our phones anywhere on the planet?
Its Arianespace, as in "SPACE".
Blue Origin hasn't even reach orbit. Enough said.
Oooof that hurt.
Fiber + 5G for urban areas. Satellite everywhere else
JEFF WHO?? 🤣🤣🤣🤣
cool
What?! I went to college with that Caleb Henry kid!
AWS provides direct connect
bezos space ambitions compare to spacex as a toddler to a grownup man. not a chance to compete. bezos' neediness to copy elon is soo cringy...
Amazon show me a device that' is better than Google 😂
Free with Prime.
Prime prices triple.
AMAZING 😎😎😎😎😎😎😎😎😎
Amazon needs to bow out😊
Though SpaceX had a tremendous leap but for consumers competition is good. I hope they succeed in my lifetime.
Indeed, the problem is that it has no competition.
This might be a stupid question. Can we engineer these satellites to reflect more sunlight back into space to combat climate change?
they do that already, as the solar panels are oriented to catch as much sunlight as possible :).
How many satellites do you think are going up? Here is a demonstration: grab a pin, the little pointy thing, and hold it up over your head. How much shade is that? Extrapolate.
At Jeff'y pace , we should see this after he catches an asteroid.
Short Answer: No.
No public company on earth is competitive with SpaceX. Satellites require a launch into orbit. Amazon/Blue Origin has NOT had a single test flight with the New Glenn rocket. The SpaceX Starship is 100% reusable, has a larger payload capacity, and will have a far cheaper "pound to orbit" cost than any other launch company (public or state owned) on earth.
I understand completely why they should compete...$$$
But why not combine strenghts and help humanity forward in space?
Space only has room for one of those egos.
It sounds like an expensive PR campaign than a project.
What click bait, there is no rivalry between Mr"never been to space". And the WORLD leader in space flight.
3:04 his eye 👁
There is no competition
When rich people complete, we win!
Amazon is a 'me too' company, and their deliveries are often missing something that I ordered.
Why wouldn't it make more sense to tie up with Spacex & launch as soon as possible?
Bigger satellite neds bigger rocket, for Amazon to launch with falcon9 will need 150 launches in the next three years not 84 like with those bigger launching vehicles that they chooses, and probably SpaceX cannot do that in top of their own starlink and other comercial launches.
Pricing, maybe?
If SpaceX wants to make money on their rockets, they have two choices:
Charge the same price for Starlink, as other costumers.
Overcharge other companies, to get cheap launches for Starlink.
@@theOrionsarms Okay. So these launch vehicles are bigger than falcon 9, what about the cost, isn't it cheaper?
@@raviachoudhary for the Vulcan Centaur and Ariane6 price per kg into LEO is around the same (to falcon9 I mean) , for New Glenn I have no idea , but the main point is that only with falcon9 and heavy SpaceX cannot satisfy entire demands for new satellites launch, unless they can launch 100 times per year at least.
COOL ++++++++++++++++
Can’t believe he said Ariane Spaasss😂🚀
110 dollars a month is way too much for most people living in the developing world..so good luck with that
They can buy and and share by wireless network. 100Mbps is big enough for 6 households with serving 20-40 people in normal usage.
Do you know Vietnamese ISP charges over $700 for 25Mbps international bandwidth(domestic bandwith is big but only for domestic service). Those places is not developing cities at all. They are developed cities.
So, for many rural areas/developing cities, it's huge deal without infrastructure for it.
That is made wrong. Each satelite need to be a server, a giant router and a giant solar battery. Should work with the same wireless antenas that still exist, only a simple log-in like always. And the bill? Two or three dollars a month. Every 8 billion people could afford.
"ArianeSPUHS"
Ariane Space... Space... not spauce.
Google Fiber is hardly offered anywhere
Amazon can't compete they can't even launch into space. SpaceX Starlink works because they can get up into space cheaper.
Amazon doesn't build rockets. They don't have to compete.
They also don't have to send a ludicrous amount of satellites in orbit, like Starlink. So I'd say Amazon has a better chance of success.
That of course depends on the service they will provide, and at what cost.
@@akyhne what are you talking about? They do build rockets they have their own space company Blue Origin its just that they failed to do build a successful rocket. The only way project Kuiper succeeds is if Blue Origin is able to compete to send up satellites. But if Starlink is the only game in town that can do it faster and cheaper then nobody can compete besides like Governments that are willing to take on losses. Project Kuiper has been around for a while and they have to launch any satellites and have no definitive dates to do so. Meanwhile Starlink is launching close to 50 a month and he'll be able to launch more when SpaceX starship is complete.
@@NPAMike Amazon and BO are two different companies. BO does have a successfull rocket, just not for satellite launches... yet. And there are customers for both - more customers, than Starlink can handle.
Wheter one or the other is cheaper, only time can tell. You can bet on, that Amazon don't start this project, if they can't compete on price and service.
"He" doesn't have a working Starship. So until "he" can stop blowing up his prototypes, it's a concept only.
@@akyhne Blue Origin and Kuiper is practically one in the same they are both owned by Bezos and Starlink doesn't need Starship because the Falcon 9 has already been deploying Satellites. Starship would increase their capacity to send up more. Even if Starship never launches Falcon 9 will still be available. Where as Kuiper can't even get a working satellite in space.
@@akyhne Which BO's "successfull rocket" are you talking about?
Not everyone uses AWS so the guy isn't 100% right but only 20% willing to tell real truth.
Our Covid delivery dollars at work
If only Amazon selects a Indian CEO
SpaceX! Way better
The thumbnail is misleading. It needs a more phallic shape
less talking heads could make these better
Where are my engines, Jeff?
Amazon doesn't even spend on Rocketlabs Neutron. Stupid is as stupid does.
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
9:26. That did not age well
and the other question is can they get to orbit? they can, but the question is When.
About 2030.
All 3 launch providers combined still can't even begin to compete Spacex's current launch candance of 3 launches a month.
.... and the cost.
Even Blue Origin and Amazon would have to have a mark up between them. (If they actually flew anything to orbit…)
Amazon manufactures consumer devices? Which ones?
And SpaceX is bound to deploy a few hundred sats per Starship launch
I object! Rural Americans are having broadband upgraded, it's just slow as frick (finite number of technicians out here).
Amazon/BO is so far back that they will make it way more cheap than starlink.
Then i don't see BO producing a working rocket anytime soon.
And ULA depends on the engine from BO that does not work ... and might take a long time to be usable.
We need more than a duopoly up there, we cannot let them geolock plans. What you buy should work globally and not cost extra to do so.
We dont need them at all!Its a waste of money and will never be profitable!
It's not about money it's about global power.