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Growing commitment to Asia and beyond. Deepak Mathur, SVP Commercial, Asia-Pacific & the Middle East, SES

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(1)

Growing commitment

to Asia and beyond

Deepak Mathur,

(2)

Agenda

SES

Increasing appetite for

satellite capacity

Commitment to Asia

Customer spotlight 1:

Cignal TV

Customer spotlight 2:

IPM

(3)

SES: A global satellite operator

 One of the leading global satellite operators in the world

 Has a global fleet of 53 satellites that covers 99% of the world’s population

 Delivers more than 5,600 channels, out of which over 1,500 are in HD to 276 million TV homes

 Total revenue for SES in 2012 was approximately USD 2.44 billion

 Our satellite capacity is used for direct-to-home broadcasting, video distribution, cellular backhaul, broadband access, mobility (aeronautical and

(4)

SES in Asia: A growing presence

 SES has five satellites serving Asia today

 We have customers across Asia-Pacific; from as far east as Solomon Islands to as far west as Afghanistan

 Good balance between our media and enterprise customers

 The emerging markets contribute to 26% of SES revenue in 2012

 SES has been in Singapore since 2000

 Head count in the regional head office in Singapore has more than doubled in the last two years and is still

growing

(5)

SES in Asia: Leading DTH satellite operator

DTH platform Market Position Subs (000s) # of channels

Airtel India 108.2°E 10,000 270 SD + 16 HD

Dish TV India 95°E 15,000 223 SD

Cignal Philippines 108.2°E 441 62 SD + 19 HD

GSat Philippines 108.2°E 100 50 SD + 11 HD

AVG Vietnam 95°E 100 89 SD + 10 HD

TVB Pay Vision Hong Kong 108.2°E 225 45 SD

IPM Thailand 95°E 4,000 39 SD + 4 HD

#1 in DTH channels carried

#1 in DTH subscribers reached is…

Reaches nearly 30 million pay TV homes and carries more than 800 DTH channels in Asia - more than any other satellite operator

• Carries the largest and one of the fastest growing DTH platforms in India • Serves the largest DTH operator in the Philippines

(6)

Asia vs the rest of the world

North America, 6

South America, 14

Europe, 10

Middle East North Africa, 10

Sub-Saharan Africa, 18 Russia CIS, 2

Asia, 100

0% 1% 2% 3% 4% 5% 6% 7% 8% 9% 0% 10% 20% 30% 40% 50% 60% 70% 80% A ver ag e GD P gr o w th b y 20 17

Share of population below 24 years of age

Source: IMF, UNDESA, Dataxis

Bubble size: New TV homes by 2015 (in million)

TV homes is expected to grow the fastest in Asia due to growing GDP and young population 6

(7)

DTH demand in Asia expected to soar

 Strong opportunities expected in

Indonesia, the Philippines, Thailand and Vietnam where pay-TV penetration rates are still fairly low and expected to grow in the next couple of years

 Growing demand for pay-TV content, HD content and more regional content is driven by:

• young and favorable demographics • incredible linguistic and ethnic diversity • growing economies

• lower customer premises equipment (CPE) cost

Source: SES Analysis, Euroconsult

4,000

7,000

Number of channels Number of

subscribers

Channel growth strongly correlates with subscribers growth

2012 2021

…leading to a projected +3,000 DTH channels by end of the decade…

(8)

Growing demand for data services

 Enterprise or data market continues to be strong in Asia with the investments Asian governments are making in e-governance and in bridging the digital divide

 Increasing demand in the maritime industry and incipient demand in the aeronautical industry

• Demand for Ku-band over Asia for mobility demand is expected to see growth with a CAGR of 20% from 2011-2021

• SES-9 maritime beam specifically designed to address this market 40 39 37 36 35 33 32 31 30 29 118 124 130 133 135 137 141 145 148 151 9 12 15 20 25 30 33 37 44 48 96 101 105 109 114 118 120 125 132 138 268 280 290 300 310 319 329 343 361 376 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

APAC Ku-band data demand (in 36MHz txp)

Gov/Mil

Commercial Mobility Broadband Access Enterprise Data Telephony & Carrier

Source:NSR, Global Assessment of Satellite Demand and Supply - 9th Edition

(9)

Growing with our customers:

Three new satellites for Asia since 2010

2000

2002

2009

2010

2011

2012

SES-8 SES-9 SES-7 NSS-12 NSS-9 NSS-6 NSS-11 No of transp on ders To be launched Q3 2013 To be launched in 2015

(10)

SES-8: To be launched Q3 2013

 SES-8 will be co-located with NSS-6 at prime orbital slot of 95 degrees East when launched

 The high performance beams of SES-8 will support key DTH customers in rapidly growing markets in South Asia and Indo-China

 Will provide expansion capacity for DTH applications and deliver SD and HD channels to the region

(11)
(12)

SES-9: Coming in 2015

 Largest satellite dedicated to Asia

 Will be positioned at the well-established orbital slot of 108.2 degrees East where it will be co-located with the existing SES-7 satellite and replace NSS-11

 Will provide incremental and replacement capacity

 Will provide Asian DTH operators with the capacity to broaden their pay-TV offerings

 Will deliver other communications services in Northeast Asia, South Asia and Indonesia, as well as maritime communications for vessels in the Indian Ocean

(13)

2012 2013 ASTRA 2G ASTRA 5B SES-8 SES-6 ASTRA 2F SES-5 QuetzSat-1 SES-2 SES-3 Yahsat 1A New satellite ASTRA 1N ASTRA 2E SES-4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2014 2016/2017 One further growth satellite

Potential fleet investment of an additional

dedicated satellite to serve Asia

Solid track record: 9 successful launches since 2011

More scheduled: 5 additional satellites will be launched by 2015

Further growth opportunities: 1 satellite beyond 2014

Successfully launched! Committed programmes Further growth opportunities 2011 SES-9 2015 2013

(14)

Further investment in emerging markets:

Soon to be launched O3b Networks

 SES’ investment in O3b Networks complements SES’ existing service offering by creating high-throughput capacity at an attractive cost point

 The O3b fleet, a constellation of 12 medium orbit satellites, will serve emerging markets

 First four satellites to be launched June 24

 O3b aims to provide services in the trunking, mobile backhaul, oil and gas, maritime and mining sectors

(15)

Customer spotlight:

Cignal Digital TV

Annie Naval

(16)

OVERVIEW

• Launched July 2009 to the public, tapping un-served/un-cabled market mainly in the provinces.

• More channels for HD (the most in industry at 8)

• Cignal as #2 player

• Beyond provincial coverage, Cignal expanded its target market to include MM & urban cities with introduction of more competitive high-end Plans

• Cignal is the fastest growing pay TV operator, ending the year with cumulative 257,845 subscribers

• AC Nielsen study showed that Cignal has better image and sound quality over Sky Cable

• Expanded payment and load options for its growing subscriber based

• Ended the year with more than 440,000 subscribers

• Acquired Prestigious accounts from the Hospitality industry

• Cignal as #1 in HD

• Goal to become the #1 Pay TV provider in the country

• Continue leadership in HD

(17)

Value for Money

Cignal Digital TV is

available in Postpaid and

Prepaid subscription

options.

We cater to various types

of customers:

Residential

Restaurants, bars,

offices

Hotels, resorts,

hospitals

(18)

Average subs base growth Y-o-Y:

Prepaid – 128%

(19)

WE’VE HIT 500,000 SUBSCRIBERS

(as of June 12, 2013)

(20)

AVERAGE GROWTH OF 100% Y-o-Y

(21)

Customer spotlight:

IPMTV

Manop Tokarnka

CEO, IPMTV

(22)

Who is IPM?

DTH operator with corporate office located in Bangkok, Thailand

Founded in early 2007

Core business

1.

Content production

2.

Satellite Broadcasting

3.

DTH services

Mission

1.

Delivery high quality video content to the Thais at affordable price

2.

Achieve high level of video market penetration in Thailand

(23)

IPM Group Network

IPMTV CO., LTD.

IPM VISION CO.,

LTD.

IPM PLATFORM

CO., LTD.

IPM SALES

AND SERVICE

CO., LTD.

CENTRAL TELECOM

CO., LTD.

(24)

20 SD channels

Thaicom-5 C-Band

Expanded to over 130 SD & more than 20 HD channels

NSS-6 Ku-Band

(25)
(26)

Future Plans

Aim to increase to 300 SD and 40 HD channels with additional

satellite capacity on SES-8 (late 2013)

(27)

Evolution of Ultra HD

2K (2048 x1 08 0) FHD (1920x1080) 4K (4096 x2 16 0) SD (720x576) HD (1366x768) UHD (3840x2160)

(28)

Content Production

Content aggregation

(Channels, Pay-TV)

Distribution

Hardware equipment

(TV, receivers,

cameras)

SES: Driving the Ultra HD ecosystem

(29)

Increasing 4K or Ultra HD content

20

14

20

15

20

16

20

17

20

18

20

19

Source: IHS Electronics & Media, February 2013

 Almost 950 films and TV shows shot in 4K and can be distributed in Ultra HD right away or rendered again for Ultra HD distribution in 2012

 Forecast for footage shot in 4K or Ultra HD is even higher in 2013

(30)

HEVC will make Ultra HD commercially viable

 HEVC -- a new codec ratified in January 2013 -- offers up to 50 per cent encoding efficiency improvement compared to MPEG-4

 HEVC will make Ultra HD commercially viable for broadcasters

 Broadcasters looking to differentiate their services and to win additional market share in a competitive environment will add Ultra HD as a premium offering

 SES pioneered first Ultra HD transmission in the new HEVC standard live from 19.2°East

SD

•MPEG-2: ca. 4 Mbit/s •MPEG-4: ca. 2 Mbit/s •HEVC: ca. 1 Mbit/s

HD

•MPEG-2: ca. 19 Mbit/s •MPEG-4: ca. 8 or 9

Mbit/s

•HEVC: ca. 4 Mbit/s

UHD

•MPEG-2: ca. 80 Mbit/s •MPEG-4: ca. 40 Mbit/s •HEVC: ca. 20 Mbit/s

Image Quality

(31)

0 200 400 600 800 1,000 1,200 0 50 100 150 200 250 300 350 400 450 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 U H D C hanne ls M il li o n H om e s

UHD TV households HEVC STB shipments UHD TV Channel Count #

Ultra HD worldwide forecast: 2013-2025

2025

•1000 UHD channels •>500 million UHD screens & 400 million HEVC STB’s installed

Source: IHS Screen Digest Insight Report -- Ultra High Definition: The next generation of high resolution content 2020

•200 UHD channels •100 million UHD screens & 50 million HEVC STB’s installed

Ultra HD will become mass market in the next decade, half of all screens and STB’s sold in 2025 will be Ultra HD

(32)

The future of Ultra HD in Asia

 Ultra HD will see commercial launch in the premium market segment in 2016

 Will become a mass market later as the benefits of Ultra HD become most evident with larger screen sizes

 Asia will probably be the next region after North America or Europe to embrace Ultra HD due to the strength of the growing economies in the region as well as the young and technology-savvy population

 Mature markets such as Japan, Korea, Australia, and New Zealand will be the first adopters of Ultra HD in the region.

 After a few years, developing markets of Asia will adopt Ultra HD as well

Global roll-out of Ultra HD

(33)

Conclusion

 SES, one of the leading satellite operators, continues to invest in Asia

• Committed investment of SES-8 and SES-9

• Exploring the possibility of ordering another satellites

 Key trends driving satellite consumption:

• Pay TV

• 3G/LTE network roll-outs, e-government initiatives, digital inclusion • Aeronautical and maritime

 New capacity in the region enables our Asian customers to expand their businesses

 SES readies for Ultra HD

• Global fleet of 53 satellites and total bandwidth ready to transmit in Ultra HD • Pioneered new HEVC technology

(34)

Thank you &

References

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