The Rise of Satellite Internet in Emerging Markets

Low Earth Orbit (LEO) satellites are increasingly becoming significant players in the U.S. broadband market. Currently, LEO satellites cover approximately 8% of households, primarily in remote areas. While fiber optics dominate where available, the rollout of fiber is selective, and cable services are losing market share. The potential for LEO systems lies in their promise of improved performance, lower costs, and broader reach. However, the success of LEO technology hinges on its ability to scale effectively while competing with traditional fiber and cable in terms of speed, latency, and cost. Key factors include reducing build and launch expenses, enhancing reliability, and strategically targeting underserved regions.

LEO Satellite Has Landed in the Broadband MarketStarlink, Kuiper target Vietnam’s final connectivity gapsNamibia’s ICT Market Shifts to Digital as Legacy Services DeclineStarlink pauses new orders in Lagos and Abuja as network hits capacityData still the cash cow of telecoms – Windhoek Observer

Namibia's Information and Communications Technology (ICT) market is undergoing a significant transformation, as highlighted in the Communications Regulatory Authority of Namibia's (CRAN) Quarterly Statistics Bulletin for Q2 2025. The report indicates a shift towards digital and broadband services, with traditional voice, SMS, and Pay-TV subscriptions declining. Mobile broadband usage via mobile phones has risen by 4%, increasing the proportion of SIM cards used for internet access from 58% to 61%. Notably, satellite and VSAT subscriptions surged by 63%, as users transitioned from WiMAX services set to be discontinued.

Namibia’s ICT Market Shifts to Digital as Legacy Services DeclineData still the cash cow of telecoms – Windhoek ObserverStarlink, Kuiper target Vietnam’s final connectivity gaps

The growth in fiber-to-the-premises subscriptions, which increased by 11%, reflects a broader trend away from fixed-line services. However, the overall revenue from data consumption has declined by 1.2%, attributed to free data promotions by operators. Despite this, the ICT sector's revenue grew marginally by 1%, indicating a complex landscape of rising consumption alongside fluctuating revenues.

Data still the cash cow of telecoms – Windhoek Observer

In Vietnam, satellite internet providers like Starlink and Amazon's Project Kuiper are entering the market to address connectivity gaps in remote areas. Vietnam boasts a robust internet infrastructure, with 24.4 million fixed broadband subscribers and an average speed of 176.68 Mbps. The government aims for 100% household broadband access by the end of 2025, with plans for nationwide 5G coverage.

Starlink, Kuiper target Vietnam’s final connectivity gapsData still the cash cow of telecoms – Windhoek ObserverNamibia’s ICT Market Shifts to Digital as Legacy Services DeclineStarlink pauses new orders in Lagos and Abuja as network hits capacity

Starlink has received a license for a five-year pilot program, allowing for up to 600,000 subscribers. However, the service faces challenges in a market where terrestrial and mobile networks are already widespread and affordable. Analysts suggest that satellite providers will need innovative strategies to attract users in a competitive environment.

Starlink, Kuiper target Vietnam’s final connectivity gaps

Starlink's expansion in Nigeria has encountered obstacles, as the company recently paused new orders in Lagos and Abuja due to network capacity issues. Despite having over 160 million active internet subscriptions, Nigeria's broadband penetration remains around 48%. The demand for internet services is outpacing the available infrastructure, leading to waitlists for new customers. Rising subscription costs, attributed to currency devaluation and operational expenses, have further complicated the situation, resulting in a decline in subscribers.

Starlink pauses new orders in Lagos and Abuja as network hits capacityNamibia’s ICT Market Shifts to Digital as Legacy Services DeclineData still the cash cow of telecoms – Windhoek ObserverStarlink, Kuiper target Vietnam’s final connectivity gaps

The developments in satellite internet across various regions underscore a growing demand for connectivity, particularly in underserved areas. While LEO satellites and providers like Starlink and Kuiper offer potential solutions, their success will depend on overcoming significant challenges, including competition from established terrestrial networks and the need for substantial investment in infrastructure. As markets continue to evolve, the balance between traditional and satellite internet services will play a crucial role in shaping the future of global connectivity.

Starlink, Kuiper target Vietnam’s final connectivity gaps