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|2024 01 03/SpaceX Starlink Starlink SpaceX SpaceX Starlink Starlink Starship StarlinkV2 SpaceX 9 Starlink S0680519010002 S0680519050002 S0680522050002 S0680522120003 S0680523070001 1 2024 2023-12-31 2 ETF 2023-12-30 3 2023-12-26 EPS P E 2022A 2023E 2024E 2025E 2022A 2023E 2024E 2025E 300394.SZ 1.02 1.53 2.55 3.26 88.24 58.82 35.29 27.61 688195.SH 0.45 0.64 0.93 1.38 76.82 54.02 37.17 25.05 Wind-32%-16%0%16%32%48%64%2023-01 2023-05 2023-08 2023-12 300 2024 01 03 P.2.4.5.8 3.1.8 3.2/.11.13 4.1 Starlink.13 4.1.1 Starlink.13 4.1.2 Kuiper AWS.15 4.2 G60.16.17.19.23.25.26 1.6 2.6 3 SpaceX.7 4 SpaceX Starlink.7 5 SpaceX.8 6.9 7.10 8 SpaceX.11 9 2018-2022 9.12 10 2020 9.12 11/.13 12.14 13.14 14.14 15 Starlink Viasat.15 16.15 17.16 18 2021 11 G60.16 19 Starlink.17 20 Starlink.17 21 Starlink.18 22.18 23 Starlink.18 24.19 0YEVyRnQmPrQtNsRmRpQrQ9PdN8OsQoOoMsOeRmMrQkPrRtP9PmNnOwMrMoQuOmOnM 2024 01 03 P.3 25 StarlinkV1.5.20 26.20 27.21 28 Tesat Space Micro Mynaric.21 29 3.23 30.25 31.25 32.25 2024 01 03 P.4 Starlink Starlink 2022 1.5 2 Starlink Starlink Starlink Oneweb Starlink 2024 01 03 P.5 GPS 2023 1957 2024 01 03 P.6 Viasat Viasat SpaceX Viasat Hughes Viasat 2023 5 Viasat Inmarsat Ka L S Viasat 1 Wind 2023 12 28+SpaceX 20 25%92%2001 2005 2016 2020 36 SpaceX Starlink SpaceX 2 2001-2005 141 106 35 25%2006-2010 169 122 47 28%2011-2015 245 142 103 42%2016-2020 1369 115 1254 92%Starlink 01020304050607080901002018-01 2019-01 2020-01 2021-01 2022-01 2023-01()()2024 01 03 P.7 3 SpaceX 4 SpaceX Starlink physicianonfire The Economist,CNBC bloomberg Axios Forbes fool Spacenews verge 10 2023 7 ViaSat-3 Mate 60 2024+2346802.22143201020304050607080902021 2022 2023ESpaceX Starlink 2024 01 03 P.8 SpaceX Starlink SpaceX 3.1 2015 2016 FCC 2018 7518 2019 SpaceX 29988 2022 12 FCC SpaceX 7500 2023 11 FCC SpaceX 5 SpaceX 2015 1 2016 10 2 2016 11 2018 11 FCC 2018 3 100 2018 11 FCC 340 7518 1200 4425 2018 12 2800 2019 2 FCC 100 2019 4 FCC 1150 1600 550 2019 4 44 60 60 2200 2024 4 FCC 6 1200 4425 9 2019 10 16 FCC 3 2019 11 2020 3 6/2020 24 2020 7 2020 11 2018 2 22 2021 3 24 1385 1320 95%3/2022 12 FCC SpaceX 7500 2023 2 Gen2 2023 12 16 4547 2027 12000 7500 1584 2825 340 550 1150 sputniknews planet4589 Starlink 2024 01 03 P.9 FCC ITU 300-600KM ITU 7 10%12 50%14 Starlink 4.2 Lynkglobal oneWeb G60 6 GW 12922 72 156 1000 120 SpaceX Starlink 42000 prokectKuiper 3236 LynkGlobal 5000 ASTSpaceMobile SpaceMobile 243/OneWeb 6372 SatRevolution 1024 600 Telesat lightspeed 1671 140 74556 C114 Ka 2024 01 03 P.10 7 L 1-2GHz GPS S 2-4GHz C 4-8GHz X 8-12GHz Ku 11.7-12.7GHz 14-14.5GHz Ka 26-40GHz eeworld Ka SpaceX Starlink LTE SpaceX Starlink-Starlink SpaceX 2024 01 03 P.11 Starlink SpaceX 9 2018 60%20%10%10%8 SpaceX SpaceX 3.2/SpaceX 9 2015 1 9 14 2017 3 9 2016 4 2017 3 9 2019 11 2019 4 2024 01 03 P.12 9 2018-2022 9 2018 2019 2020 2021 2022 1-8 21 13 26 31 39 10 7 5 2 2 11 6 21 29 37 47.6%53.8%19.2%6.4%5%9 SpaceX 9 9 3000 500 60%5000 500 1000 1500 10 2020 9 9 3000 60%-1000 20%1000 66.6%500 10%-40 0.8%40 2.6%460 9.2%460 30.6%5000 1500 9 2017 2 104 2019 5 SpaceX 60 Starlink 2020 9 15 03-1 2023 6 15 41 06A 41 2024 01 03 P.13 G60 4.1 Starlink 4.1.1 Starlink LEO SpaceX Starlink 2015 1 4000 4.2 planet4589 2023 12 16 4547 ORBITING NOW 2023 12 19 8329 60/11/1 2024 4408 2 2027 7518 3 3 7518 6 7 8 3 340614km 9 2024 01 03 P.14 12 km Group1 550 53 1584 72*22 V1.0 1435 Group2 570 70 720 36*20 V1.5 403 Group3 560 97.6 348 6*58 V1.5 233 Group4 540 53.2 1584 72*22 V1.5 1562 Group5 560 97.6 172 4*43 V1.5 692 Group6 335.9 42 2493 V2 mini673 Group7 340.8 48 2478 V2 mini170 Group8 345.6 53 2547-340 53 5280 110*48-345 46 5280 110*48-350 38 5280 110*48-360 96.9 3600 120*30-525 53 3360 120*28-530 43 3360 120*28-535 33 3360 120*28-604 148 144 12*12-614 115.7 324 18*18 Starlink planet4589 2023 12 16 4 1 1.0 2 Ka 150 8 1.47m 27.529.1GHz 29.530GHz 15W/13 14 starlinkinsider datacenterdynamics 2024 01 03 P.15 Starlink Starlink 2023 9 Starlink 200 2023 Starlink Starlink 15 Starlink Viasat Starlink Viasat SpaceX Viasat/Mbps/40-220/40-220/40-220/40-220 12-25/50-75/100-150 Mbps/8-25/8-25/8-25/8-25/ms/25-60/99/99/99/599/2500/599/2500/2500/2500 120/140-500/150-200/250-5000/250-5000/250-5000 0.6/GB Starlink Viasat 4.1.2 Kuiper AWS Kuiper 3236 590-630 400 400Mbps 1 100Mbps 1Gbps Kuiper Prometheus Starlink 5 Kuiper 16 2024 01 03 P.16 4.2 G60 2016-2018 2020 4 2021 4 100 ITU GW 12992 7 30-85 Starlink Kuiper 17 km GW-A59/1 590 85 16 30 480 GW-A59/2 600 50 40 50 2000 GW-A59/3 508 55 60 60 3600 GW-2/1 1145 30 48 36 1728 GW-2/2 1145 40 48 36 1728 GW-2/3 1145 50 48 36 1728 GW-2/4 1145 60 48 36 1728 ITU G60 GW 2021 11 26 9 G60 1296 G60 18 2021 11 G60 2024 01 03 P.17 Starlink Starlink 640 20 PCB 640 19 Starlink 20 Starlink YouTube Branch Education YouTube Branch Education 640 640 550KM 640 2024 01 03 P.18 21 Starlink 22 YouTube Branch Education YouTube Branch Education 2023 10 2024 2025 2025 Data IoT eNodeB LTE 23 Starlink Starlink 2024 01 03 P.19 24 GHz GHz THz 35 Tbps 0.81.55 m 35 PAT 600 3.6 Ofweek Starlink V1.5 V1.5 2021 6 12 16 2887 V1.5 2024 01 03 P.20 25 StarlinkV1.5 satellitetoday PAT/26 2024 01 03 P.21/Intensity Modulation/Direct Detection,IM/DD On-Off Keying,OOK Pulse Position Modulation,PPM/Binary Phase-Shift Keying,BPSK/Differential Phase-Shift Keying,DPSK/Quadrature Phase-Shift Keying,QPSK/27 20dB 6dB Starlink BPSK 10Gbps 28 Tesat Space Micro Mynaric Tesat USA Space Micro Europe Mynaric/km 1500 4000 4500 BPSK BPSK BPSK/Gbps 10 10 10/kg 8 20.9 18/W 80 150 60 2024 01 03 P.22 2024 01 03 P.23 AST SpaceMobile 3 BlueWalker 3 65 29 3 AST SpaceMobile StarlinkV2 StarlinkV2 eNodeB 5G 5G 5G GaN GaN GaN Si 2024 01 03 P.24 2024 01 03 P.25 5G 30 PE 2023E 002465 308 41.4 688375 318 51.1 300136 216 27.7 688182 70 76.3 Wind 2023 12 28 31 PE 2023E 002281 222 36.5 688195 44 53.4 300394 361 59.9 Wind 2023 12 28 PE Wind 32 PE 2023E 600703 681 227.5 688234 281 Wind 2023 12 28 2024 01 03 P.26 ARPU 2024 01 03 P.27,6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 868 One56 1 10 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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