Yes, I am. More complicated, yes, but produced at much, much higher volume. That is critical. A (year by year even more) niche market for applications that are

Yes, I am. More complicated, yes, but produced at much, much higher volume. That is critical. A (year by year even more) niche market for applications that are ok with high latency, low-ish bandwidth and are stationary will not support proper volume production. Meanwhile the biggest LEO operators will building potentially millions of units. If you only care about low bandwidth, with LEO you potentially don't even need a satellite terminal e.g look at starlink Direct to Cell, the physics about steering matter less in the case of low bandwidth since you can run a separate service on different frequencies with better radio characteristics.