Demand for Starlink in Zimbabwe is overwhelming capacity
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At home I've got fibre which is about as good as Starlink offers for $100. It used to be 20Mbps and it went up to 75Mbps max late last year when it looked like starlink would enter and they're gonna do 300MBps soon. It seems local ISPs are trying to do better offering more bandwidth though it's still expensive and heavily abuses "up to" marketing. Like, there's no reason that ISP can't offer 20MBps for $30.
It's not the easiest country to do business, there are a lot of exchange rate shenanigans and ISPs seem addicted to rent seeking. Heck, getting Starlink approved seemed to be a huge mission that surprised the execs working on it.
Funny bit is that I messed up ordering the kit at work so it's in my name meaning I can technically buy the kit off of them and they can get on a business plan without a waiting list or using the overpriced "authorized providers".
[1]: https://im.farai.xyz/the-classics/blog/zim-internet-sucks/
insane.
1. https://www.businessdailyafrica.com/bd/corporate/technology/...
Or is that about the new "direct to cell" product? Is that even being launched near Kenya (presumably it'd not emit anything over areas it does not have a license in)?
I remember people saying that about cell phone networks but clever engineering has meant more and more capacity (and bandwidth) in spite of the laws of nature.
SpaceX is pushing hard to address this - they'll probably end up launching ~135 times this year, and are aiming for more than 180 times next year[2], most of which will be Starlink. But no matter how many satellites are in orbit, there just won't be the bandwidth to service dense urban areas.
The reason that cell phones work is because there are so many cell towers. And, those towers have a density that correlates with demand.
The problem with LEO satellites is, they have to evenly cover the Earth[1]. Which means that a level of service sufficient for a dense urban area would mean that rest of the world would be ridiculously over provisioned.
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1. It's more complicated than that. Specifically, providers can use inclination to limit orbits to mid latitudes. But that only helps so much.
2. These numbers may not mean much to you, but they are absurd compared to pre-SpaceX years. SpaceX is doing more launches in a year than most rockets do in their entire lifetimes. A normal year for a SpaceX competitor like ULA is 4-10 launches, although those companies are also aiming to ramp up as Starlink competitors like Kuiper demand more launch volume.
So if you have 200 people using one satellite that’s no problem. 800 people using that whole cluster of visible satellites is also no problem. With 8000 simultaneous users you’re all down to 10 Mbps which is starting to get a bit limiting.
Each satellite covers an area about 15 miles across. About 100 square miles.
So… that works out to… something like 100 simultaneous users per square mile max.
That’s all back of the napkin math obviously… 1000 users packed into a small city surrounded by corn fields would be fine. 1000 users around every subway stop in NYC wouldn’t work even if the density is the same.
Extremely limiting given that streaming services are increasingly moving towards timed releases of shows/movies e.g. Silo is released on a Friday.
So a popular show could wipe out all capacity with enough people continuously caching a 4k stream.
I wonder how hard it would be to add multicast capabilities to Starlink? Receivers could even cache popular content on a client side disk the way e.g. US satellite TV operators do for local ad insertion.
There was a short conceptual revival of the multicast idea as an overlay network on top of unicast IP, under the banner of "content-addressable networks", but I haven't heard anything about that in a while.
In a country with 33% internet penetration [1], that’s 1.5% of the market. And the top 1.5% of the market can easily be more than 10% of the profits in the market.
[1] https://tradingeconomics.com/zimbabwe/individuals-using-the-...
I think Starlink is a huge game changer for rural Canadian areas served only by copper, and to be honest, I'm not sure if Bell cares when the large cities are where most of the population is and that's where they can make their money.
Also, I wonder why Starlink wouldn’t have more demand-based pricing based on consumption? With a very finite service window at least for the next 10 years, seems like each allotment of time talking to a satellite is worth a highly variable amount depending on its location.
I think their antennas can go to half a gigabit or maybe even higher, but in practice the speed will be limited by how many customers are served by each satellite. You can see some medians like 80-120 Mbps[0]. Also seemingly there's an option to buy a big "Starlink gateway" with speeds like 10 Gbps[1] - that could be nice for small ISPs.
>Also, I wonder why Starlink wouldn’t have more demand-based pricing based on consumption? With a very finite service window at least for the next 10 years, seems like each allotment of time talking to a satellite is worth a highly variable amount depending on its location.
What do you mean by "very finite service window at least for the next 10 years"? Starlink satellites are designed with a lifespan of 5 years, so every Starlink sat that is now in the sky will be replaced by a new sat relatively soon (surely by an improved model). There are more Starlinks in the sky each week, the sats launched today are more powerful than older sats, and Starship will be launching even bigger sats for less money.
Right now the prices vary by country (120 USD in USA, 80 USD in Poland, 50 USD in Zimbabwe), and they have "regional savings"[2] and "congestion charges"[3] in specific areas. Anyway, cities aren't really a market for Starlink (too many customers per satellite, so there can't be many customers per capita, and it's expensive so no one would buy it if it was even more expensive), only in moderately populated areas Starlink starts making any business sense, but there's still competition from other ISPs, so prices can't be very high. In sparsely populated areas, you have all the bandwidth, but customers may not have any alternatives, so there's no reason to have very low prices even where the demand is very low. For ships the price is 250 USD, because the only alternative is another satellite service, but much slower than Starlink.
[0] https://www.ookla.com/articles/starlink-hughesnet-viasat-per...
[1] https://www.starlinkinternet.info/community-gateway (That's not official starlink.com, but https://www.starlink.com/community-gateway redirects to it, so it's not a fake website)
[2] https://www.starlink.com/support/article/efa87a10-aa1d-783a-...
[3] https://www.starlink.com/support/article/63d885d3-c269-21f9-...
Starlink will increasingly just be a product for rural and niche use cases.
Proof is there's service in Antarctica and without it you need to be at most 1600km from a ground station
But if you can be serviced with fibre/cable then it’s just not worth it (imo).
For example where I live, I could get 500/75 meg fttp connection for less than half the per month cost of starlink, not have to fork over £300 for hardware upfront, nor pay for shipping or Starlinks congestion charge, and I’m not even in an area that offers an altnet (which would either be cheaper still and/or offer a symmetrical service).
But if I was stuck on a shitty copper line with very low speeds, didn’t want to move, and mobile internet wasn’t an option. I would consider using it. But all depends on if you can afford it to determine if it’s a good value or not.
But something tells me that it won't universally receive a license. At least some government-owned or incumbent ISPs will probably succeed in lobbying the government to protect their investments in some way, for better or worse.
For example, Saint Helena (which is extremely remote and until recently had only geostationary-based slow internet connections with low data caps) doesn't allow Starlink, apparently because the government has invested a lot in a new fiber project and wants to recoup that cost at least partially from ISP subscriptions rather than people switching to Starlink.
I think it really depends on why the region has bad internet.
If it's because the government officials wants kickbacks from ISPs, they're probably not going to give SpaceX a license to circumvent that arrangement.
If it's because the infrastructure is bad, and there's no money to improve it at the moment, I'd probably be more hopeful.