Wednesday, March 04, 2020

Geely's LEO constellation for mobile vehicle connectivity

It will be interesting to watch the mobile vehicle solutions of and competition between Geely and Tesla/Starlink.

The Geely Holding Group (GHG) is a private Chinese conglomerate that is highly diversified, but best known as an auto manufacturer that envisions itself as a "global mobile technology group." GHG announced this week that it has begun construction of an intelligent satellite production and testing facility that will include modular satellite manufacturing, satellite testing, satellite R&D, and cloud computing centers.

They will be capable of producing a variety of different satellite models, but the immediate goal is to produce satellites for a constellation of LEO satellites capable of offering low-latency internet connectivity plus cloud and edge computing to support in-vehicle entertainment, navigation, over-the-air software updates and level 4 and later level 5 (full automation) autonomous vehicles. (For a summary of the definitions of SAE's six levels (0-5) of vehicle autonomy, click here and for a detailed definition click here). Note that in addition to car companies, GHG has interests in trucking, high-speed trains, and even passenger drones.

Reuters reported that GHG is investing $326 million in the project, aims to make 500 satellites a year by 2025, and will begin launching satellites this year. Geely, sold 2.18 million cars last year and will be adding satellite functionality to their cars as well as those of other GHC companies, including Volvo and Daimler.

The illustration on the GHG press release shows a CubeSat, so they are evidently not interested in competing with SpaceX and other would-be broadband ISPs, at least for now. (Three other Chinese companies are working on LEO broadband constellations). Regardless, they will compete with broadband LEO satellite providers for mobile vehicle applications and it will be interesting to watch the mobile vehicle solutions of and competition between Geely and Tesla/Starlink.

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