With the continuous maturity of satellite communication technology, major mobile phone manufacturers have targeted this emerging market. At present, well-known brands such as Huawei, Apple, Honor, and OPPO have officially announced that they will integrate satellite communication technology in the latest generation of flagship models.
Recently, satellite Internet has welcomed new progress. Musk's "Starlink" satellite network recently successfully published a post on social ** through satellite communication, and at the same time, China Satcom revealed that it will launch more consumer-grade satellite Internet products. These developments show that the pace of commercialization of satellite Internet technology is gradually accelerating.
The commercial implementation of global satellite communications is accelerating
Satellite Internet is the use of satellite communication technology to build the Internet, its concept is to move the function of the ground base station to the aerial satellite platform, each satellite acts as a mobile base station in the air, to provide global users with high-bandwidth, flexible and convenient Internet access services.
Satellite Internet has the advantages of wide coverage, low latency, and low cost, especially in remote areas such as oceans, deserts, and mountainous areas where there is no base station coverage. It can not only be used as an important supplement to traditional terrestrial communication, but is also expected to become one of the mainstream communication methods in the future.
Recently, domestic and foreign companies have released the latest progress of satellite Internet, showing that satellite communication is gradually integrating into our daily life.
On February 26, SpaceX announced that it had successfully published its first space post on the social platform X through its Starlink satellite network. This technology uses satellites to connect directly to cellular networks, enabling signal transmission between mobile phones and satellites without relying on terrestrial base stations. This means that even in areas with weak cell phone coverage, users can receive SMS services.
On the same day, China Aerospace Science and Technology Corporation released the Blue Book of China's Aerospace Science and Technology Activities (2023). At the press conference of the Blue Book, the domestic satellite Internet operator China Satellite Communications (601698SH) revealed that it will launch more consumer-grade satellite Internet products and cooperate with airlines to provide aviation satellite Internet product traffic**.
Experts from the marketing department of China Satcom said that passengers on board the flight can check the Internet flight in advance, and conveniently purchase satellite Internet traffic through the Internet**, passengers can use their mobile phones or other terminals in the air to connect to the in-flight Wi-Fi, smoothly browse the web, real-time sports events, and the network speed is equivalent to the fluency of 4G.
Institutions judge that the industry is accelerating, and related companies may emerge
In 2020, China included satellite Internet in the scope of new infrastructure for the first time, elevating it to a national strategic project. In line with Musk's Starlink plan, China has planned two low-orbit constellations, "GW" and "G60". With the continuous breakthrough of technology, the institutional judgment industry is expected to usher in a period of accelerated development. The Southwest ** research report predicts that the market space of the entire satellite Internet industry chain may reach 100 billion.
The Great Wall ** report pointed out that with the rapid development of mobile phone direct connection to satellite technology, accelerate the penetration into mobile phone release application scenarios, mobile phone direct connection satellite technology innovation and application is expected to accelerate the landing, help accelerate the development of satellite Internet-related industries, and be optimistic about satellite Internet application investment opportunities.
Guoyuan believes that the future satellite as an infrastructure, relying on communication, navigation, remote sensing technology to achieve a full range of satellite network solutions, accompanied by technological innovation to achieve a variety of payloads and sensors, can realize the function of space mobile tower, is an important foundation for the future realization of "air, space and ground integration". Analysts further said that satellite Internet, as an important direction in the communication, guidance and remote satellite industry, will rely on the technology accumulation of the entire satellite industry in recent years to achieve rapid breakthroughs in technology and cost.
With the continuous development of the satellite Internet industry, relevant listed companies may emerge.
Shanghai Hanxun (300762.)SZ) is positioned as an equipment supplier and overall solution provider of broadband mobile communication systems in the industry, focusing on industrial communication applications for special institutional users in the fields of land, sea, air and space, and providing equipment and overall solutions for industrial broadband mobile communication systems.
Creative Messages (300366.)SZ) is a leading digital transformation service provider in China. At present, the company has completed the system-wide joint test of low-orbit satellite communication payload products, and strives to become the main product provider in China's satellite Internet industry.
Xinwei Communication (300136.)SZ) main business includes antennas and modules, wireless charging and modules, EMI EMC devices, high-precision connectors, automotive interconnection products, passive components, etc., which can be widely used in consumer electronics, Internet of Things, smart home, commercial satellite communications, smart cars and other fields.