The common element for the transponders, VHR COMM #1, the GPS recvrs and the Satcoms is the antenna locations on the fwd fuselage.
That said, and with the understanding that there is a lap joint AD in effect, and with the alleged transmission of cabin disintegration received in Utapao yet one more theory emerges.
The Aloha 737-200 was very much shorter and only just held together apparently, so the scenario of a fuselage failure on a 777 being possible, and then allowing for another hour of flight would be astonishing. Although it would explain many data points.