What is oversupply?A clearer perspective

摘要

There has been an oversupply of 'oversupply' stories. Some senior executives in the industry have even gone so far to pin mishaps in their business on this theme. Maybe it is time to step back and think through some important questions. Commercial satellite operators have framed their business in terms of new satellites they build and deploy over regions for too long. This enables stakeholders to view the business through the simple lens of connectivity, and to focus solely on capacity demand and supply ,along with the associated price points.