Satellite Monitor Presentation London 19 March 2013

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Satellite Monitor

Year End 2012

London, 19 March 2013



Agenda

1) Update on the UK market

2) SES worldwide reach

3) The European TV market

4) ASTRA reach in Europe

5) The next big thing: Ultra HD

2



Satellite continues to lead in the UK

10.4 m subscribers1.7 m homes

Satellite46%

Cable13%

Terrestrial37%

IPTV4%

Sources: Satellite Monitor, Kantar Media ; operator figures



28th September 2012:

ASTRA 2F was launched (28.2 E)

4



28.2 E fleet renewal

ASTRA has a constellation of 4 satelli tes at 28.2 E today serving the UK and Irish

markets with 72 transponders.

ASTRA has planned a refresh of the entire constellation to provide

• Growth for new HD services

• Higher power coverage for extended

Sky minidish coverage• Improved resilience / back up

5



Timeline

The existing constellation will be fully replaced by 2 new satellites

c ASTRA 2E and ASTRA 2G

c ASTRA 2F operational since Nov. 2012

In November 2009 a contract was concluded with EADS Astrium to construct the entire

replacement fleet

6

Satellite ASTRIUM schedule for launch Expected start date

ASTRA 2F Launched 28th Sept 21st November 2012

ASTRA 2E July 2013 Sept 2013 ASTRA 2G Q2 2014 Q3 2014



Efficiency Improvements

7

Transponders Survival ratio CoverageNumber of

Satellites

New fleet 104 ~ 90%

Extended Sky

minidishdeployment 3

Existing fleet 72 77% As today 3



ASTRA’s Replacement Fleet at 28.2°E

Increased power coverage

Superior coverage

c The improved coverage available on the replacement satellites will allow the Sky

minidish region to be extended northwards, and to fully include Ireland

8

Current Sky I and Sky II

Dish deployment Zones

Enhanced Sky I and Sky II

Dish deployment Zones



ASTRA 2 E / F / G

UK & Ireland Pan Euro beam



ASTRA 2 E / F / G

UK & Ireland spot beam



Agenda






11



TV homes around the globe

+ 17 Mil lion compared to year end 2011

m

We reach over

Sources: SES, European Satellite Monitor, Year End 2012; B2B surveys among cable head-ends in North and Latin America,

Pay-TV operators, SES extrapolations and estimates



SES is growing on all continents

Europe143 mill ionNorth America

73 million

Latin America

21 million

India, ME, Africa26 million Asia-Pacific

12 million

Sources: SES, European Satellite Monitor, Year End 2012; B2B surveys among cable head-ends in North and Latin America,

Pay-TV operators, SES extrapolations and estimates

70 million

9 million

18 million

19 million

142 million



India is the growth driver:

Home to most successful DTH platforms

14

500+ SD channels 16 HD channels 25 mil lion TV homes

Largest DTH operator

in India and Asia

Fastest growing DTH operator

in India

Capacity provided to DishTV and Airtel is contracted through the Indian Space Research Organisation

17.5 million



SES in India:

growing household reach since 2004

15

1.72.5

4.66

9.4

12.5

15

5

10

0.20.8 1.7

2.5

4.6

6

9.4

17.5

25

2004* 2005 2006 2007 2008 2009 2010 2011* 2012

Dish TV Bharti Airtel

Capacity provided to DishTV and Airtel is contracted through the Indian Space Research Organisation

Sources: Dataxis, SES estimates

* Migration from Insat to SES



▲ Indian DTH television market is rapidly growing

╸ 6 pay-TV platforms + 1 free-to-air platform

╸52 million gross subscribers

╸ Growing by an average of more than 800,000 subscribers per month in 2012

▲ Digitalisation of cable networks is creating a new driver for growth

▲ DTH market forecast to touch 100 million by 2018

DTH phenomena in India

By 2016, India will account for over 70% of Asia’s DTH subs

and be the biggest DTH market in the world

Sources: Media Partners Asia, Frost & Sullivan, IMF Worldbank, PWC16



Reasons for DTH phenomena in India

Reasons for exponential growth:

c Young demographics: key consumers of 350 million Indians aged 18-34

▲ Growing GDP of 6% per annum

▲ 154 million TV households, of which 131 million receive multi-channel Pay TV.

▲ Demand for regional and localised content growing despite current 660 TV channels

▲ Number of licensed channels to double to 1,200-1,500 channels within the next 5

years

▲ Demand for HD content growing

17Sources: Media Partners Asia, Frost & Sullivan, IMF Worldbank, PWC



Agenda






18



And the winner is… again...



…SATELLITE!



The trend continues

Satellite leading over terrestrial

and cable

85 million households receive satellite TV

21



72.14

77.41 79.13

83.60 84.56

91.79

86.4683.71

79.40 78.14

72.27 71.34 70.9969.25 68.42

6.838.98 12.06

15.9917.48

0

10

20

30

40

50

60

70

80

90

100

YE08 YE09 YE10 YE11 YE12*

I n M i l l . T

V H o u s e h o l d s

Satellite Terrestrial Cable IPTV

Modes of TV Reception

*18 out of 35 countries updated at YE2012Source: Satellite Monitor 22



72.1

Year-end

2008

Satellite: Steady growth

*18 out of 35 countries updated at YE2012Source: Satellite Monitor

77.4

Year-end

2009

79.1

Year-end

2010

83.6

Year-end

2011

84.6Year-end

2012*

Satellite reach

in million households

+17% in 4 Years

23



Satellite84.56 Mill .

(34%)

Cable68.42 Mill .

(28%)

Terrestrialonly

78.14 Mill .(31%)

IPTV

17.48 Mill .(7%)

Satellite is leading the market

Base: 248.6 mill. TV homes • 18 out of 35 countries updated at YE2012Source: Satellite Monitor

24



DSTV84.56 Mill. (43%)

Digital Cable35.57 Mill. (18%)

DTT59.39 Mill. (30%)

IPTV17.48 Mill. (9%)

Satellite also stays the digital leader

Base: 196.99 Mill. Digital TV HouseholdsSource: Satellite Monitor

18 out of 35 countries updated at YE2012

25



Germany: a success storyc In the year of the analogue switch-off, satellite reach increased by

over 500,000 homes

c Now more than 18 mil lion satellite homes

16.20 16.2016.65

17.5418.07

2.752.00 2.00 1.83 2.05

18.45 18.5818.15

17.2716.70

0.270.65 0.92 1.25 1.26

0

2

4

6

8

10

12

14

16

18

20

YE08 YE09 YE10 YE11 YE12

I n M i l l . T V H o u s e h o l d s

Satellite Terrestrial Cable IPTV

26



63.8971.04

75.1981.43

84.56

8.24

6.383.95

2.17

0

10

20

30

40

50

60

70

80

90

YE08 YE09 YE10 YE11 YE12*

i n M i l l . S a t e l l i t e H o u s e h o l d s

Digital Analogue only

*18 out of 35 countries updated at YE2012

Source: Satellite Monitor

Satellite is now completely digital

27



Digitalisation ranking

Source: SES, Satellite Monitor

16%

26%

31%

39%

45%

49%

50%

54%57%

59%

60%

63%

64%

65%

66%

72%

80%

80%

80%

83%

83%

83%

84%

85%

86%

86%

91%

96%

96%98%

99%

99%

100%

100%

100%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

BelarusUkraine

SerbiaLithuania

BosniaGreece

RomaniaPortugalHungary

SwitzerlandBulgaria

LatviaPoland

DenmarkEstonia

SwedenNetherlands

NorwayGermany

Czech RepublicBelgium AustriaIreland

SloveniaLuxembourg

Slovak RepublicMorocco

CroatiaTunisiaFrance

AlgeriaSpain

United KingdomFinland

Italy

Digital TV homes in % of all TV homes

Europe: 79%

18 out of 35 countries updated at YE2012



20.04

29.3934.65

55.15

52.04

49.91

0

10

20

30

40

50

60

70

80

90

YE10 YE11 YE12

i n M i l l . D i g i t a l S a t e l l i t e H o u s e h o l d s

HD in DSTV SD in DSTV

Source: SES, Satellite Monitor

41%

Satellite HD reception continues to grow

59%

29



Agenda






30



ASTRA reach increases further

m

TV households in Europeserved by ASTRA

+ 1 mil lion in 2012

+ 26 million within f ive years



Leading satellite system in Europe

%of all satellite homes

are ASTRA

32



ASTRA is leader in HD

%of all satellite HD homes

are ASTRA

33



Agenda






34



The difference in the spatial resolution

(number of pixels)

2 K

( 2 0

4 8 x 1 0 8 0 )

FHD (1920x1080)

4 K

( 4 0 9 6 x 2 1 6 0 )

SD (720x576)

HD (1366x768)

UHD (3840x2160)

35Source: IHS Electronics & Media, February 2013



The Ultra HD ecosystem

Blu-rayplayer

Set-top box

Gamesconsole

TV

Consumer Equipment

H o m

e N e t w o r k

Public /Private

Broadcaster

Camera

ProductionWorkflow

ContentCreation

Pay TVoperator

Third party OTTprovider

Content

Aggregation

Encoding

Modulation

Distribution

Satellit e / IP / DTT /

Cable

Still to come

In development

Developed




Major events from 2014 look set to be

captured in Ultra HD

Content CreationContent CreationContent

AggregationContent

AggregationTransmissionTransmission

Consumer EquipmentConsumer Equipment

2014

2015

2016

2017

2018

2019




The development of H.265/HEVC will

signif icantly reduce bit rates

38

H.265/HEVC is a new codec developed, which was ratified in January 2013

This will be the next generation of the H.264/AVC/MPEG-4 codec, which is currently used for HD video transmission

HEVC is still in its early stages, and it is not yet certain how vast the improvement on H.264 will be. However at least a 35-

40% bit rate reduct ion compared to H.264 has been confirmed

Content CreationContent CreationContent

AggregationContent

AggregationTransmissionTransmission

Consumer EquipmentConsumer Equipment

OutcomeResolut ion: Full HD

Codec: H.264

Resolut ion: Ultra HD

Codec: H.264

Resolut ion: Ultra HD

Codec: H.265

Pessimistic 12 Mb/s ~44 – 48 Mb/s ~26 – 29 Mb/s

Most Probable 10 Mb/s ~36 – 40 Mb/s ~18 – 20 Mb/s

Optimistic 8 Mb/s ~28 – 32 Mb/s ~13 – 16 Mb/s

Source: IHS Electronics & Media, February 2013



Ultra HD forecast

0

50

100

150

200

250

300

Ultra HD Uptake 2012-2023

UHD TV shipments (M) UHD STB shipments (M) UHD Channels on Sat

Technology ecosystem

ready:

Approx imately equivalent

to 2002 for HD

Commercial mass market:

Approx imately equivalent

to 2006 for HD




Thank you!

Satellite Monitor Presentation London 19 March 2013

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