Almost a year ago, I shared a presentation on trans-Pacific submarine network opportunities in a live webinar with Ciena and Hawaiki.
A lot has changed since then, and I'm excited to share a new deck of fresh TeleGeography data on Tuesday, July 18 at 11:00 a.m. ET.
If you're a regular here on the TeleGeography blog, you've likely noticed that we round out each month with a list of telecom reading recommendations.
This month, we have more of a watching recommendation. That's because the recording of Research Director Alan Mauldin’s Namex Annual Meeting 2023 presentation—focused on Italy's Role in Global Network Expansion—is now available.
Alan first sets the stage with a breakdown of international bandwidth demand growth by region. Between 2018 and 2022, Europe grew at a compounded annual rate of about 41%.
This number implies that every two years, there is a complete doubling of all the bandwidth that links the countries within Europe, and other countries into Europe.
Connectivity by satellite is not new, but expanding networks via low earth orbit (LEO) is a recent phenomenon receiving lots of investment.
As interest in LEO connectivity has grown, the number of companies looking to establish themselves in the market has also gone up. However, in recent conversations with satellite industry leaders, we’ve heard speculation that the market may have reached a saturation point.
That means mergers, acquisitions, and market consolidation are likely to occur. In fact, some of that has already begun to unfold.
In 2019, my colleague Alan Mauldin and I busted the myth that the submarine cable industry’s current practices would sustain our future capacity requirements.
Four years later, we revisited the same question during our telecom mythbusting session at SubOptic 2023.
Was the verdict the same?
Last month, the TeleGeography team joined scores of ICT infrastructure professionals in National Harbor, Maryland for International Telecommunications Week.
One of the many topics discussed was price erosion in Latin America. The main trend likely comes as no surprise: prices keep falling. But there is nuance to how price erosion is occurring in different markets.
Let’s explore the context in more detail.
TeleGeography’s Submarine Cable Map recently hit a new milestone: depicting over 550 cable systems.
As of June 2023, that’s a whopping 485 in-service systems, with another 70 planned.
The number of cable systems we study is constantly increasing. This is due to massive investment in this infrastructure—both along major routes and to small islands—as well as our ongoing efforts to track global systems in more detail.
Still, the number of in-service systems is greater now than in any other year within the last two decades.
Over the past few weeks, we've been revisiting the latest episodes of TeleGeography Explains the Internet with a Season 4 recap.
To conclude the series, here are six clips from the podcast—each under three minutes—that we think will teach you something interesting. First up: how accurate is Epcot's history of communications?
What has the TeleGeography team been reading lately?
First up on our list: a Foreign Policy piece explaining why new submarine cables are not connecting the U.S. and China.
We also pulled some stories that have been making the rounds in our Slack channels, from a very special birthday to a unique liquidation sale.
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