Today, the report shared with you is "Satellite Internet Industry Research Report: Satellite Communication Development Accelerates, Satellite-Ground Integration Future Can Be Expected", the report has a total of 43 pages, for more important content and core views, please refer to the original report.
This report provides an in-depth analysis of the satellite Internet industry, including its current situation, development trends and investment strategies. The report points out that satellite Internet has important strategic value in global coverage, 6G communication, special communication, etc., and the deployment of low-orbit communication satellite networking in various countries has accelerated in recent years. Although China started late in the field of satellite Internet, due to the strong policy support and the rapid improvement of technology, China's late-mover advantage in satellite communication has become increasingly prominent.
1.Driven by both policy and technology, the satellite Internet industry is developing rapidly
At the same time, local governments in Shanghai, Chongqing and other places are also accelerating the cultivation of key commercial aerospace enterprises to improve the layout of the entire satellite Internet industry chain. The progress of technology has promoted the rapid development of the satellite Internet industry, China's rocket launch capacity and satellite manufacturing level have been continuously improved, the launch process of GW constellation and G60 Starlink is also accelerating, and the emergence of 5G satellite dual-mode mobile phones such as Huawei Mate60 Pro has also accelerated the application of satellite communication in the field of intelligent terminals.
2.Overseas leaders are leading, and China is accelerating to catch up
Low-orbit satellite orbit resources are scarce, and overseas giants have achieved significant first-mover advantages by virtue of their technological advantages. Starlink's technical advantages in the fields of satellite manufacturing, rockets**, and multiple satellites have been validated in its business model. According to statistics, as of November 2023, Starlink has successfully launched more than 5,000 satellites. Although China started late in the field of satellite Internet, with the strong support of the national team and local governments, as well as the technological catch-up in the field of rocket launch and satellite manufacturing, the development speed of domestic satellite Internet is accelerating.
3.With the integrated development of satellites and ground, the trillion market has broad prospects
According to this report, satellite-ground integration will become the mainstream trend of satellite Internet development, and the direct connection of mobile phones to satellites will also become an important application scenario. It is expected that China will mainly follow the regeneration** model of 3GPP NTN. It is estimated that the market space of the Starlink communication industry will reach 621.7 billion US dollars from 2018 to 2027, and China's satellite Internet market also has a broad space for development.
4.Focus on key links and areas in the industrial chain
In terms of satellite manufacturing, the focus should be on the R&D and production of platforms and payloads. The payload of a communication satellite includes a spaceborne communication antenna subsystem, a device, an inter-satellite link, etc. Among them, the antenna subsystem is the core of the payload in the communication satellite, and it is expected that phased array antenna will become the mainstream trend of future technology. The T R component is the core component of the phased array antenna, and its cost accounts for more than 50% of the cost of the spaceborne antenna subsystem. In addition, space-borne ** and inter-satellite lasers are also important components of communication payloads. In terms of satellite operation services, due to the high barriers to industry qualifications, China Telecom is currently dominated by communication operators, among which China Telecom is in a leading position.
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