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OneWeb’s first six global internet satellites are safely in orbit – TechCrunch

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Update: Launch and deployment successful!

After four years and more than $2 billion in funding, OneWeb is ready to launch the first six satellites out of a planned constellation of 650 with which it plans to blanket the world in broadband. The Arianespace-operated Soyuz rocket will take off at 1:37 Pacific time from Guiana Space Center. You can watch it live at OneWeb’s site here.

OneWeb is one of several companies that aims to connect the world with a few hundred or thousand satellites, and certainly the most well-funded — SoftBank is the biggest investor, but Virgin Group, Coca-Cola, Bharti Group, Qualcomm and Airbus have all chipped in.

The company’s plan is to launch a total of 900 (650 at first) satellites to about a 1,100-kilometer low Earth orbit, from which it says it will be able to provide broadband to practically anywhere on Earth — anywhere you can put a base station, anyway. Much cheaper and better than existing satellite connectivity, which is expensive and slow.

Sound familiar? Of course, SpaceX’s side project, Starlink, has similar ambitions, with an even greater number of satellites planned, and Swarm is aiming for a smaller constellation of smaller satellites for low-cost access. And Ubiquitilink just announced this week that its unique technology will remove the need for base stations and beam satellite connections directly to ordinary phones. And they’ve all launched satellites already!

The launch vehicle fueling today at GSC.

OneWeb has faced numerous delays; the whole constellation was originally planned to be in place by the end of 2019, which is impossible at this point. But delays are the name of the game in ambitious space-based businesses, and OneWeb hasn’t been just procrastinating — it has been girding itself for mass production, raising funds to set up launch contracts and improving the satellites themselves. Its updated schedule, as it states in the mission summary: “OneWeb will begin customer demos in 2020 and provide global, 24-hour coverage to customers in 2021.”

At a reported cost of about a million dollars per satellite — twice the projected cost in 2015 — just building and testing the constellation will likely rub up against a billion dollars, and that’s not counting launch costs. But no one ever said it would be cheap. In fact, they probably said it would be unbelievably expensive. That’s why SoftBank and the other investors are “committing to a lot more capital,” as CEO Adrián Steckel told the Financial times last month.

The company also announced its first big deal with a telecom; Talia, which provides connectivity in Africa and the Middle East, signed on to use OneWeb’s services starting in 2021.

Soyuz launches could carry more than 30 of these satellites each, meaning it would take at least 20 to put the whole constellation in orbit. This first launch, however, only has six aboard; the other spots on board the mass launch system have dummy payloads to simulate how it should be going forward.

A OneWeb representative told me that this launch is meant to “verify the satellite design and validate the end to end system,” which is probably a good idea before sending up 600 more. That means OneWeb will be testing and tracking these six birds for the next few months and making sure the connection with ground stations and other aspects of the whole system are functioning properly.

Full payloads will start in the fall, after OneWeb opens its (much-delayed) production facility just outside Kennedy Space Center in Florida.

You can watch the launch at OneWeb’s site here.

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Facebook’s next hardware product will be “smart” Ray-Ban glasses

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Enlarge / Don’t get too excited about how well these Ray-Bans go with Gitta Banko’s outfit—we don’t know what Facebook’s new smart glasses will look like, only that they’re made in partnership with the brand and its parent company.

In an earnings conference call on Wednesday, Facebook CEO Mark Zuckerberg told investors that the company’s next hardware launch will be “smart glasses” made in partnership with classic sunglasses vendor Ray-Ban.

Zuckerberg segued into the Ray-Ban announcement following a lengthy discussion of Facebook’s plans for Oculus Quest, its all-in-one virtual reality (VR) platform. Zuckerberg says that social media is the real “killer app” for VR, backing that up with data from Oculus Quest: “The most popular apps on Quest are social, which fits our original thesis [that] virtual reality will be a social platform.”

Zuckerberg intends the as yet unnamed smart glasses to be a stepping stone, not an end goal. He remained cagey about their actual purpose, saying only that the glasses “have their iconic form factor, and [let] you do some pretty neat things,” with no concrete details about what those “neat things” might be.

We do know that the glasses aren’t expected to have integrated display, thanks to reporting from The Verge on their initial announcement in September 2020. Without display capabilities, the Ray-Ban/Facebook glasses seem likely to fall in the same category as Amazon’s Echo Frames or Lucyd Lyte—a mostly normal-looking pair of sunglasses with integrated Bluetooth pairing and directional speakers that we reviewed in March.

Zuckerberg describes the smart glasses as a stepping stone toward not only virtual or augmented reality as we know it, but something he calls the metaverse. “So what is the metaverse? It’s a virtual environment [like] an embodied Internet that you’re inside of rather than just looking at. And we believe that this is going to be the successor to the mobile Internet.”

After warning that building his vision will require significant investment not only from Facebook itself but from its entire ecosystem of partners, he doubled down on its eventual importance, saying, “In addition to being the next chapter of the Internet, the metaverse is also going to be the next chapter for us as a company.”

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Facebook set a new ad revenue record, despite Apple’s iOS privacy change

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Faebook CEO Mark Zuckerberg.

For months, Apple and Facebook waged a PR war (with threats of a legal one) over App Tracking Transparency, a change in recent versions of the iPhone’s iOS software that will often limit how advertising-focused apps and companies can monetize iPhone users.

Facebook’s original public predictions about App Tracking Transparency’s effect were apocalyptic. But even though App Tracking Transparency took effect during Facebook’s most recent quarter (Q2 of 2021) the company still posted huge ad revenue growth.

Facebook’s revenue, which is largely driven by the kinds of advertising that Apple’s iOS change undermines, grew 56 percent year-over-year in Q2, beating investor expectations. The company had 1.9 billion daily active users and 2.9 billion monthly active users. It earned $10.12 of revenue per user, on average.

This was the first earnings report Facebook has delivered on a quarter that should show any effects of App Tracking Transparency on the company’s bottom line. Fifty-six percent YOY growth certainly doesn’t look apocalyptic, but CFO David Wehner told investors to expect a less rosy story in the next quarter:

We continue to expect increased ad targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates, which we expect to have a greater impact in the third quarter compared to the second quarter.

Data on user opt-in rates for tracking has varied quite a bit. Some firms put the figure at just 4 percent, but others place opt-in rates as high as around 30 percent. And it likely depends on the app in question. In any case, users who opt in are definitely not the majority; most users are declining to be tracked when prompted. And each user who does is worth a lot less money to Facebook, which makes much of its money leveraging each user’s data to charge advertisers money to microtarget them and other users with similar attributes.

While Facebook’s initial messaging around App Tracking Transparency was combative and dire, Zuckerberg began changing his tune recently. He began to argue that the change could even be good for Facebook in some ways.

As for today, Zuckerberg is dedicating much of his time to describing his vision for the “metaverse,” which he has identified as the new direction for the company. He has described this vision as a mixed reality layer on our lives whereby people can interact with and socialize with one another virtually in new ways, crossing geographic barriers as if they were simply walking from room to room.

But Apple executives have also outlined a somewhat similar longterm vision, albeit with a very different approach in mind. By forcing Facebook to play by different ad-targeting rules, Apple has strengthened its position against the social media company in any coming battle over a future mixed reality computing landscape.

But at least for this quarter, Facebook doesn’t look like it is suffering too badly from the wound.

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Google Play gets mandatory app privacy labels in April 2022

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In iOS 14, Apple added a “privacy” section to the app store, requiring app developers to list the data they collect and how they use it. Google—which was one of the biggest targets of Apple’s privacy nutrition labels and delayed app updates for months to avoid complying with the policy—is now aping the feature for Google Play.

Google posted a demo of what the Google Play “Data privacy & security” section will look like, and it contains everything you’d expect if you’ve looked at the App Store lately. There’s information on what data apps collect, whether or not the apps share the data with third parties, and how the data is stored. Developers can also explain what the data is used for and if data collection is required to use the app. The section also lists whether or not the collected data is encrypted, if the user can delete the data, and if the app follows Google’s “Families” policy (meaning all the usual COPPA stuff).

Google Play’s privacy section will be mandatory for all developers in April 2022, and starting in October, Google says developers can start populating information in the Google Play Console “for review.” Google also says that in April, all apps will need to supply a privacy policy, even if they don’t collect any data. Apps that don’t have an “approved” privacy section by April may have their app updates rejected or their app removed.

Google says, “Developers are responsible for providing accurate and complete information in their safety section.”

All of this information is basically just running on the honor system, and on iOS, developers have already been caught faking their privacy labels.

Listing image by Google Play

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