全球衛(wèi)星鏈接市場前景及投資研究報告-培訓課件外文版2024.4

REPORTSatelliteconnectivityCHAPTER

01OverviewRevenueofthecommunicationservicesmarketworldwidefrom2017to2028(intrillionU.S.dollars)Revenueofthecommunicationservicesindustryworldwide2017-20281.81.581.551.61.521.491.461.431.41.371.341.41.21.00.80.60.40.20.01.321.321.32017201820192020202120222023202420252026202720283Description:Theglobalindicator'Revenuebymarket'inthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.2trillionU.S.dollars(+13.99percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.58trillionU.S.dollarsandthereforeanewpeakin2028.Notably,theindicator'Revenuebymarket'ofthecommunicationservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsRevenuegrowthofthecommunicationservicesmarketworldwidefrom2018to2028Revenuegrowthofcommunicationservicesworldwide2018-20283.0%2.76%2.5%2.0%1.5%1.0%0.5%0.0%2.11%2.08%2.08%2.03%1.98%1.97%1.9%1.74%1.13%0.18%201920182020202120222023202420252026202720284Description:Theglobalindicator'RevenueChangebymarket'inthecommunicationservicesmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal0.2percentagepoints.Accordingtothisforecastin2028,theindicatorwillhavedecreasedforthefourthconsecutiveyearto1.9percent.ReadmoreNote(s):Worldwide;2018to2028Source(s):TechnologyMarketInsightsSatelliteservicesectorrevenueworldwidefrom2001to2022(inbillionU.S.dollars)Satelliteservices:worldwiderevenues2001-202214012010080128.7127.4

127.7126.5122.9123118.6118117.8113.5113.3107.899.292.884.172.662.6604020052.846.939.835.632.32001

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20225Description:Theworldwidesatelliteservicesectorgenerated113.3billionU.S.dollarsin2022,downfrom118billionthepreviousyear.Industryrevenueshavetrendeddownwardsinrecentyears,havingpeakedat128.6billionU.S.dollarsin2017.

ReadmoreNote(s):2001to2022Source(s):BryceSpaceandTechnology;SatelliteIndustryAssociation;TauriGroupSatelliteservicesrevenueworldwidebysegmentin2022(inbillionU.S.dollars)Globalsatelliteservicesrevenuebysegment2022Consumer*Enterprise**Remotesensing10092.7908070605040302010017.72.920226/statistics/185998/worldwide-revenues-of-the-satellite-services-by-service-since-2001Thetotalrevenuefromsatelliteservicesworldwidein2022wasreportedat113.3billionU.S.dollars.Theconsumersegment,whichincludessatelliteTV,radio,andend-userbroadband,wasbyfarthelargest,accountingfor92.7billionU.S.dollars.

ReadmoreNote(s):Worldwide;2021to2022;*TheconsumersegmentincludessatelliteTV(DBS/DTH),satelliteradio(DARS),andsatelliteend-userbroadband.**Theenterprisesectorincludestransponderagreements,managedservicesoverFSSbands,and[...]

ReadmoreSource(s):BryceSpaceandTechnology;SatelliteIndustryAssociationFixedservicesatellite(FSS)serviceandcapacitymarketrevenueworldwidein2022,withaforecastfor2032Fixedservicesatellite(FSS)serviceandcapacitymarketrevenueworldwide2022-2032CapacityrevenueServicerevenue140122.9120107.210080604020024.810.620222032*7Description:Thetotalservicerevenuegeneratedbytheglobalfixedservicesatellite(FSS)industryisforecasttoreach122.9billionU.S.dollarsin2032,upfromthe107.2billiongeneratedin2022.Capacityrevenue,meanwhile,isexpectedtomorethandoubleto24.8billionU.S.dollarsoverthesameperiod.ReadmoreNote(s):Worldwide;2022;*Forecast.ReadmoreSource(s):Euroconsult-ECFixedservicesatellite(FSS)marketcapacitysuppliedandleasedworldwidein2017and2022(inGbps)Globalfixedservicesatellitecapacitysuppliedandleased2017-2022CapacitysupplyCapacityleased18,00016,00014,00012,00010,0008,00015,3196,0003,5894,0001,9732,00001,070201720228Description:Theglobalfixedservicesatellite(FSS)marketsupplied15,319Gbpsincapacityin2022,upfromjust1,973in2017.However,onlyaroundaquarterofthissupplywasleased,highlightingtheoversupplycausedbyimprovedsatellitetechnology.

ReadmoreNote(s):Worldwide;2017to2022Source(s):Euroconsult-ECSatellitelaunchindustryrevenueworldwidefrom2001to2022(inbillionU.S.dollars)Revenueoftheglobalsatellitelaunchindustry2001-2022876576.25.95.85.75.55.45.45.34.94.84.64.54.43.9432103.73.23.2332.82.72001

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20229/statistics/185969/worldwide-revenues-of-the-satellite-launch-industry-since-2001TheglobalsatellitelaunchsectorgeneratedareportedsevenbillionU.S.dollarsinrevenuein2022,anincreaseof1.3billiononthepreviousyear.Thebroadersatelliteservicesindustrygeneratedatotalof113.3billionU.S.dollarsduringthesameperiod.ReadmoreNote(s):Worldwide;2001to2022Source(s):SatelliteIndustryAssociation;TauriGroupSatellitemanufacturingsectorrevenueworldwidefrom2001to2022(inbillionU.S.dollars)Satellitemanufacturing:worldwiderevenues2001-2022252019.516.615.915.815.715.514.61513.913.713.412.512.21211.911.61110.710.510.29.89.51057.802001

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202210Description:Theworldwidesatellitemanufacturingsectorgenerated15.8billionU.S.dollarsin2022.Thismarkeda15percentincreaseon2021,butfellshortofthe19.5billionU.S.dollarsgeneratedin2018.Thesectorispartofawidersatelliteservicesindustrythatgeneratedareported113.3billiondollarsin2022.ReadmoreNote(s):2001to2022Source(s):BryceSpaceandTechnology;SatelliteIndustryAssociation;TauriGroupCHAPTER

02Satelliteslaunched&inorbitNumberofcataloged,decayed,andonorbitsatelliteobjectsworldwidefrom1958to2023Globalnumberofsatellitescataloged,decayed,andonorbit1958-2023CatalogedDecayedOnOrbit60,00050,00040,00030,00020,00010,000054,96450,79747,30544,91343,91943,09741,91041,23740,36939,49739,05638,04537,34336,28633,48929,70832,40328,92728,51628,13627,63927,16726,66328,29126,67326,05125,60425,13024,71025,8322

42,

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5242,249,5243232,842,0588232,436,706122,95622,30621,84323,34722,66522,21021,73922,01321,04620,40819,748202,814,293220,543191,599,769419,31820,03919,37618,80518,7471

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140

618,09317,68017,27717,82217,41217,02217,2891

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8664,

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216,11116,44615,46314,61013,75613,02612,129161,464,834216,0301

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915,437141,247,873513,71712,65411,69912,60912,94611,65111,22811,06610,52410,0629,4878,9788,4107,7667,1926,55910,5539,6578,5297,60310,1129,491,60098

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954219250512Description:Accordingtoanonlinecatalog,therewerearound26,700satellitesorbitingtheearthatthestartof2023,anincreaseofaround6.8percentonthepreviousyear.Almost55,000satelliteshavebeencatalogedintotal,withthefirst,Sputnik1,havinglaunchedinOctober1957.ReadmoreNote(s):Worldwide;1958to2023;dataasofJanuary1eachyearSource(s):CelesTrakNumberofsatellitesinorbitasofFebruary2023,byleadingnationsandorganizationsNumberofsatellitesinorbit2023,byleadingnationsandorganizationsNumberofsatellitesinorbit1,000

2,00003,0004,0005,0006,0007,000UnitedStates5,798CommonwealthofIndependentStates(formerussr)1,546People'sRepublicofChina601552UnitedKingdomJapanIndia208110EuropeanSpaceAgency93918684797662FranceInternationalTelecommunicationsSatelliteOrganizationGlobalstarGermanyCanadaSocieteEuropeennedesSatellites13Description:AsofFebruary2023theUnitedStateshadthehighestnumberofsatellitesinorbit,amountingto5,798.ItwasfollowedbyCommonwealthofIndependentStates(formerlyUSSR)withabout1,500satellitesinorbit.Moreover,theleadingorganizationwastheEuropeanSpaceAgencywith93satellitesinorbit.ReadmoreNote(s):Worldwide;asofFebruary21,2023Source(s):Website()Numberofsmallsatelliteslaunchedworldwidefrom2011to2022Numberofsmallsatelliteslaunchedworldwide2011-20222,5002,3042,0001,7431,5001,2021,0005000389338328195173130126395220112012201320142015201620172018201920202021202214Description:In2022,thenumberofsmallsatelliteslaunchedworldwideamountedto2,304,whichrepresentedanincreaseofaround32.2percentincomparisontothesmallsatslaunchedayearearlier.Asmallsatelliteisasatelliteoflowmassandsize,accordingtothesource,usuallyunder600kilograms.ReadmoreNote(s):Worldwide;2011to2022Source(s):BryceSpaceandTechnologyNumberofactivesatellitesinorbitasofDecember2022,bytypeNumberofactivesatellitesinorbit2022,bytypeMediumEarthorbit(MEO)141Geostationaryorbit(GEO)580Elliptical59LowEarthorbit(LEO)5,93815Description:Asoftheendof2022,thevastmajorityofactivesatelliteswerelowEarthorbit(LEO)satellites.LEOsatellitesremainclosertotheearth'ssurfacethanthoseingeostationary(GEO)orotherorbittypes,andcanthereforeprovidelowerlatencycommunication.SatellitecommunicationsoperatorssuchasSpaceX'sStarlinkachievewidecommunicationscoveragebydeployingmultipleLEOsatellitesaspartofasatelliteconstellation.ReadmoreNote(s):Worldwide;December31,2022Source(s):UnionofConcernedScientistsCHAPTER

03Applications5Gsatellitecommunicationmarketworldwidein2022withaforecastfor2032,byenduser(inmillionU.S.dollars)Global5Gsatellitecommunicationmarket2022&2032,byenduserCommercialConsumerDefenseGovernment22,696.7225,00020,00015,00010,0005,000013,604.24,019.032,895.431,893.961,133.06359.24239.5320222032*17Description:Accordingtoforecasts,themarketfor5Gsatellitecommunicationsissettoexpandsignificantlyoverthenextdecade.Thecommercialsectoristhebiggestenduserforthetechnology,withrevenuefromthatsectorsettorisefromaround1.9billionU.S.dollarsin2022toalmost22.7billionU.S.dollarsin2032.ReadmoreNote(s):Worldwide;2022;*Forecast.ReadmoreSource(s):BISResearchSizeoftheglobalGPStrackingdevicemarketfrom2020to2025(inbillionU.S.dollars)GPStrackingdevicemarketsizeworldwide2020-20252.52.382.112.01.871.661.471.51.00.50.01.32020202120222023*2024*2025*18Description:Between2020and2025,theglobalGPStrackingdevicemarketsizeisforecasttogrowsteadily.In2022,thesizeofthismarketamountedtoroughly1.66billionU.S.dollars,withthisnumberexpectedtopeaktoovertwobilliondollarsattheendofthegivenperiod.ReadmoreNote(s):Worldwide;2020to2022;*ForecastFiguresfor2021to2025arecalculatedbySource(s):MarketDataForecast;basedontheCAGRgivenbythesource.ReadmoreGlobalD2Dsatellitetelecommunicationsmarketsizein2025,2030,and2035,bysegment(inbillionU.S.dollars)GlobalD2Dsatellitetelecommunicationsmarketsize2025-2035,bysegmentConsumerEnterprise/B2BGovernment35302520151052.451.838.941.210.397.5419.917.917.14202502030203519Description:TheglobalD2D(device-to-device)telecommunicationsmarketisforecasttoincreaseinthecomingyears.Theconsumersectorisexpectedtobethelargermarketsegment,withamarketsizeofalmost20billionU.S.dollarsby2035.

ReadmoreNote(s):Worldwide;2022Source(s):GSMA;GSMAIntelligenceShareofbusinessesthatwouldusesatelliteconnectivityworldwidein2021,bysectorShareofbusinessesthatwouldusesatelliteconnectivityworldwide2021,bysector30%25%20%15%28%28%25%24%22%21%10%5%19%0%PublicsectorManufacturing(consumerelectronicsandelectricalUtilitiesHealthcareRetail,accommodationandfoodservicesManufacturing(motor

Transportationandvehiclesandwarehousingtransportation)equipment20Description:Duringa2021surveyconductedworldwide,itwasfoundthat28percentofrespondentsinthepublicandmanufacturing(consumerelectronicsandelectricalequipment)sectorswouldconsiderusingsatelliteconnectivity.ReadmoreNote(s):Worldwide;2021;2,900respondentsSource(s):GSMA;GSMAIntelligenceSubscribersinthedirectsatellite-to-devicemarketworldwidefrom2020to2030(nmillions)Globaldirectsatellite-to-devicemarketsubscribers2020-203045040035030025020015010050390330280220170110702500002020202120222023202420252026202720282029203021Description:Thenumberofsubscribersinthesatellite-to-devicemarketworldwideisforecasttoincreaserapidlyinthecomingyears.Whilebetween2020and2022therewerenosuchsubscribers,from2023to2030thisnumberisexpectedtoincreasefrom25millionto330million.ReadmoreNote(s):Worldwide;2020to2022Source(s):AnalysysMason;estimatesLeadingsatellitephonesworldwide2023,byprice(nU.S.dollars)Mostpopularsatellitephonesworldwide2023,byprice1,800%1,600%1,400%1,200%1,000%800%600%400%200%0%1,585%770%349.99%249.99%199.99%Iridium9575ExtremeGarmininReachMiniHandheldIridiumGO!ZOLEOSatelliteCommunicatorACRElectronicsBivyStick22/statistics/1375463/most-popular-satellite-phones-by-price-worldwideAsofMarch2023,Irdium9575Extremwasamongthemostpopularsatellitephonesworldwide,pricedatover1,500U.S.dollars.IrdiumGO!rankedsecondandcost770U.S.dollars.Irdiumisoneoftheleadingcompaniesinthesatellitephonemarket.ReadmoreNote(s):Worldwide;2021;2,900respondentsSource(s):VarioussourcesCHAPTER

04OperatorsNumberofsatellitesinorbitasofOctober2023,bycategoryormajoroperatorActivesatellitesbycategory/operator2023Parus95Other1,061Weather107Iridium111Lemur93Flock136GlonassConstellation141Earthresources141Experimental150CubeSats160Starlink4,871TV410Amateurradio453Space&EarthScience527Military562Strela565OneWeb628Geostationary1,00524Description:SpaceX'sStarlinksatellitesaccountedforoverathirdofallactivesatellitesasofOctober2023,with4,871inorbit.?TheStarlinksatelliteconstellationprovidesfast,low-latencybroadbandtoseveralregionsworldwide,withSpaceXaimingtoachievecompleteglobalcoverage.StarlinkcompetitorOneWebhad628satellitesinorbitasofthesameperiod.ReadmoreNote(s):Worldwide;October2023Source(s):WebsiteAnnualrevenueofSESSatellitesfrom2020to2022,bycountry(inmillioneuros)RevenueofSESSatellites,bycountry2020-20222020202120222,0001,8001,6006601,4001,2001,0008006004002000345355554590389326227193203212232813683424978196549454Luxembourg(SEScountryofdomicile)UnitedStatesofAmericaGermanyUnitedKingdomFranceOthers-EuropeOthers25Description:SESSatellites(SES)isoneoftheworld'sleadingsatellitetelecommunicationsnetworkproviders,foundedinLuxembourgin1985asEurope'sfirstsatelliteoperator.In2022,morethanone-thirdofSES'totalrevenuewasgeneratedintheUnitedStates.TherevenueofSESinLuxembourgamountedtonearly50millioneurosthatyear.ReadmoreNote(s):Worldwide;2020

to2022Source(s):SESSatellitesAnnualrevenueofSESSatellitesfrom2019to2022,bybusinessunit(inmillioneuros)RevenueofSESSatellites,bybusinessunit2019-2022SESVideoSESNetworksOther2,5002,0001,5001,00050091117627679237351,21320191,10820201,04620211,0202022026Description:SESSatellites(SES)isoneoftheworld'sleadingsatellitetelecommunicationsnetworkproviders,foundedinLuxembourgin1985asEurope'sfirstsatelliteoperator.TherevenueofSESdecreasedfromnearlytwobillioneurosin2019toapproximately1.8billioneurosin2021,beforerisingtoaround1.9billioneurosin2022.ThelargestshareofSES'revenueisgeneratedthroughitsVideobusinessunit.ReadmoreNote(s):Worldwide;2019to2022Source(s):SESSatellitesViasatrevenuefromfiscalyear2019to2023,bytype(inbillionU.S.dollars)Viasatrevenue2019-2023,bytypeProductrevenuesServicerevenues1.81.61.41.21.61.581.211.171.141.090.970.951.00.80.60.40.20.00.860.742019202020212022202327/statistics/1298367/viasat-revenue-typeViasatearnedover75percentofitsrevenuesfromsatelliteservicesin2023,andtheremainingfromproducts.Thecompanygenerated2.5billionU.S.dollarsinrevenueinfiscalyear2023.TherehasbeenasteadygrowthinrevenuesforViasatsince2019.ReadmoreNote(s):Worldwide;2019to2023;*ViasatfiscalyearendsonMarch31.ReadmoreSource(s):ViasatViasatsatellitesegmentrevenuefromfiscalyear2019to2023(inmillionU.S.dollars)Viasatsatellitesegmentrevenue2019-20231,4001,2001,0008001,2101,188.82868.94826.58684.2160040020002019202020212022202328/statistics/1298379/viasat-satellite-segment-revenue