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If China where to compete they also need LEO satellites that is just over China for a couple of minutes, that have to take a long round trip around the word to give a couple of minutes access again. That’s why you need a huge constellation.

It’s either selling to the whole world or nothing. If you don’t want to go for slow GEO stationary.

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I suspect a China-based constellation could probably serve most of africa, much of asia, most of south america, and some of the middle east. Maybe Russia too.

Not North America or Europe.

In fact, it probably has similar coverage population-wise to what a USA based company can offer.

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