Estimation
of D2C Market
MordorIntelligence 2024
CAGR
7.6–9.8%
PAM’30
$159–319B
TAM’24
$92–182B
Northers Sky Research 2021
90%
of D2C market will be driven by manufacturers

Roadmap

2011–2023
Deep research
Full architecture, modelling, economy, policy, social

RESULT
CAM/Math: optimal bands, angles, orbits, power
Physics: limits, heat, radiation, regimes
Net: mesh, inclinations, signal path
Finance: KPI, bps/$, CAPEX/OPEX, KYC, G2M, PAM/SOM

INVEST: FFF
VALUE: $42M (DD passed)
2023–2026
Proof-of-Concept
2x test D2C rel.19 sats
70kg, 60x60cm, 300W

RESULT
100G Inter-satellite laser link (ISL FSO LCT)
2 Cell true 5G service radio link
Regenerative on-board BBU/DU
Full-duplex feeder link (backhaul)
70kg versatile full-functional satellite platform

INVEST: $8M
VALUE: >$400M (Expected)
2025–2027
MVP
2x full-functional D2C v1 sats
2t mass, 6x3m, 8-10kW

RESULT
400-800G top-market ISL LCT
14-50 Cell actual D2C constellation spot
HPC: high-load optimized BBU/DU
2000kg true scale D2C satellite
Net operation: 3GPP Rel 19 net protocol optimization

INVEST: $210M
VALUE: >$1B (Expected)
2026–2029
Going series
Optimize, series production
2-3 facilities, 5-10k sats/y

RESULT
2+ Facilities in APAC/SEA (Malaysia/Indonesia preferably)
5000 sats per year total output (at least)
Rocket launch contracting

INVEST: $400M
VALUE: >$3B (Expected)
2027–2032
Constellation
Mass launch, expand, setup
20k t/y launch requested

RESULT
2t each satellite mass
40k full constellation satellite quantity
$5k/kg estimated price with launch included

INVEST: $240B
VALUE: Revenue (Service launch)
2030 >>
Operating
20%/y rotation OPEX
Gen2-3-4 RnD

RESULT
20% yearly constellation rotation factor
Gen2-3-4 S-curve lifecycle with RnD, testing, optimizing

INVEST: $50B/y
VALUE: $180 (Income)