The industry believes that 2023 is the first year of low-orbit satellite communication, and the next two years will usher in an explosive period. Because this year, ordinary consumers dialed the first satellite through Huawei mate60, but within 3 years, satellite mobile terminals were used anywhere in the world to access the Internet, voice, and ** It is already a "piece of cake" for Chinese consumers.
On February 29, 2024, the Xichang Satellite Launch Center successfully launched the satellite Internet high-orbit satellite 01 into orbit using the Long March-3B carrier rocket. Previously, China's aerospace used multi-type rockets to launch different types of satellite Internet satellites, and at present, China has a variety of programs in the space Internet, and they are all being carried out at the same time. The Chinese version of "Starlink" has accelerated its deployment, and Starlink, which surpasses Musk, is just around the corner.
In 2023, China's aerospace technology will continue to improve, and a number of satellite Internet technology test satellites have been successfully launched at Jiuquan Satellite Launch Center and Xichang Satellite Launch Center, marking a new stage in China's aerospace industry. At the same time, the satellite Internet industry has formed a complete industrial chain, with the wide application of 5G technology, leading the development of global communication technology.
In terms of satellite Internet construction, we have a "national team" and a "civilian team", the former is mainly led by China Aerospace Science and Technology Corporation and China Aerospace Science and Industry Corporation, which have successfully launched the first batch of test satellites of "Hongyan Constellation" and "Hongyun Constellation" through the Long March series of carrier rockets, and the follow-up "Xingyun Project".
According to the plan, it is expected that in the next 1 to 2 years, China will intensively carry out the construction of satellite Internet constellations, in order to gradually surpass the "Starlink" concept proposed by the American SpaceX company in terms of the number of satellites and communication efficiency.
The private team also has projects such as "Nine Heavens Microconstellation", "Xiangyun", "Apocalypse", and "Galaxy Galaxy". The most eye-catching is the "China Satellite Network Group*** referred to as "China Satellite Network"), which was established in April 2021, which is regarded as the "leading big brother" of China's satellite Internet. As early as September 2020, it submitted a spectrum allocation file to the International Telecommunication Union (ITU) under the code name "GW". The file contains two broadband constellation programs called GW-A59 and GW-2, with a total of 12,992 satellites planned to be launched. Because according to the rules, orbital resources are on a first-come, first-served basis, so at present, Chinese aerospace companies represented by the "China Star Network" have applied for more than 260,000 communications satellite orbital resources. According to reports, China's satellite Internet networking is in a critical period, and competitors will include foreign companies such as SpaceX and OneWeb.
However, despite the challenges, there are also unprecedented opportunities. Of particular note is that China has built the world's largest 5G network, with more than 1.1 billion wireless subscribers, and is expected to complete nearly one-third of its infrastructure updates within two years. With the help of this mature 5G network infrastructure, China's satellite Internet industry is expected to achieve deep integration and reach the level advanced by the United States. The most important thing is that China is still leading the research and development of 6G communication technology, and will eventually form a "ground base station + satellite" "heaven and earth integration" model. Because the United States attaches great importance to SpaceX's "Starlink" project, it has been regarded as an important part of military communications, and it has been upgraded to "Star Shield" in the later stage. As a result, the progress has slowed down, and the progress lags behind China. On the other hand, China has formed a complete industrial chain in many links such as design, production, manufacturing, launch and operation, and has been strongly supported by relevant national policies.
In addition, China is also actively exploring new rocket technologies such as "one rocket with multiple satellites", "satellite launch on the upper stage", and "launchable satellite", as well as new technologies such as the release of satellites from the space station in orbit and the release of satellites from the Tianzhou cargo spacecraft in orbit, which will provide strong support for China to build a satellite Internet constellation. Although Musk's Starlink satellite has not significantly changed the situation of the Internet in the United States, it has only played a significant role in the hot conflict zone, so it has been valued by the U.S. defense department and has become one of the military procurement products, deviating from the original intention.
Because, China is also actively promoting the satellite Internet project on a large scale, which mainly includes two major parts: first, to strengthen the communication links between satellites, and second, to build China's own "Starlink satellite" system. At present, the laser communication test between satellites has been successful, and the total ground communication capability of "Starlink satellite" has exceeded the low-orbit broadband satellite communication capacity at the rate of 100 Gbps, and it is still increasing.
In addition, the Beidou satellite navigation system originally had satellite short message and communication capabilities, and after continuous upgrades, it can also be used as a supplementary capability for satellite communication.
Originally, we were far ahead of the world in 5G construction, and there was no urgent need for the construction of satellite communication systems. However, with the Mate 60 series of mobile phones achieving excellent satellite communication performance for the first time, more and more domestic manufacturers have followed suit. Demand is growing rapidly, and given the limitations of 5G coverage, the need for satellite communications is highlighted.
As a result, a number of Chinese companies are simultaneously implementing multiple satellite communication projects. State-owned aerospace institutions represented by the China Aerospace Science and Technology Corporation and the China Aerospace Science and Industry Corporation are also in the ascendant, and have successively launched satellite network projects such as Hongyan, Hongyun and Xingyun. Many private aerospace companies are vying to show their strength, such as "Hong Kong Space Starlink" and Galaxy Aerospace's first satellite, Galaxy-1.
At present, there are many solutions coexisting, and there are many wonderful. Covering high and low orbits, the whole industry communication solution has greatly weakened the competitiveness of Musk's Starlink satellites. Musk probably didn't know that China's involvement in satellite communications alone had exceeded expectations.
Coupled with the addition of Huawei and other well-known domestic mobile phone brands, the satellite communication module without the need for a "pot lid" can be easily integrated into the mobile phone, so that ordinary consumers can easily enjoy the convenience brought by satellite communication at home. And this is exactly the problem that Musk can't solve, his Starlink-like network can only provide services, but can't solve the problem of terminal equipment.
In 2022, the Chinese company "GW" applied to the International Telecommunication Union (ITU) for spectrum allocation. It involves two broadband constellation programs called GW-A59 and GW-2, and the total number of satellites to be launched is expected to be as high as 12,992.
On July 9, 2023, the Jiuquan Satellite Launch Center successfully launched the satellite Internet technology test satellite using the Long March-2C carrier rocket.
In September 2023, relying on the Tiantong-1 satellite platform, China officially launched a mobile phone direct satellite service. In addition, more options are still in the stage of preparing for launch and networking.
At present, Huawei, Xiaomi and other mobile phone companies have launched mobile phone terminals with satellite communication, and consumers can easily realize satellite calls. The national team and private enterprise programs complement each other to jointly promote satellite communication into thousands of households and provide communication support for various industries.
On November 23, 2023, the Xichang Satellite Launch Center successfully launched the satellite Internet technology test satellite into the scheduled orbit. The success of this mission marks a major breakthrough in the field of satellite Internet technology in China.
The test satellite is led by the Institute of Microsatellite Innovation of the Chinese Academy of Sciences, which is mainly used for satellite satellite Internet services, which can be called the space version of the ground base station. This is undoubtedly an important part of China's "new infrastructure" undertaking.
On November 3, 2023, the Long March-7 carrier rocket successfully launched the communication technology test satellite 10 into orbit.
On December 30, 2023, the Jiuquan Satellite Launch Center successfully launched a satellite Internet technology test satellite using a Long March-2C carrier rocket.
On February 24, 2024, the first launch in the Year of the Dragon, the Long March 5 Yao-7 heavy-lift rocket successfully sent the communication technology test satellite 11 into geosynchronous transfer orbit.
To sum up, Musk's Starlink satellites may turn to serve the U.S. defense field in the future, while China's satellite communication technology has been rolled out across the board, and its competitiveness significantly exceeds that of "Starlink", which is expected to become the world's largest space Internet system.
Looking forward to the future, whether it is the construction of satellite Internet constellation, or the improvement of network networking mode and popularity, China is expected to be better than other countries. **10,000 Fans Incentive Plan