资源描述
|2023 10 25 2 TMT/23/10/5 SpaceX G6-21 22 mini 23/10/6 Starlink 23/10/6 SapceX 23/10/7 23/10 SpaceX 23/10/19 SpaceX 144 LEO LEO 6-8 2029 5.7 ITU Ku Ka SpaceX-Starlink 4.2 KA KU E 1.29 KA V 1 KA 2 3 GW-A59 GW-2 1.29 3000 1.29 3900 780+%192 3.7 2641.1 3.4 1929.8 2.8%1m 6m 12m-0.8-7.7 21.6 5.9 4.8 25.6 1 2-Wifi,2023-09-26 2 2023 2023-09-15 3 4 2023-08-20 S1090522060001 S1090514080007 S1090523040001-1001020304050Oct/22 Feb/23 Jun/23 Sep/23(%)通信 沪深300 2.6 1 1 5200.6 2 2 Starlink.6 3 3.6 4 4 SpaceX.7 5 5 SpaceX 144.7.8 1&.8 2.8 1.8 2.9 3.10 1.10 2.11 3.11.13 1.13 2.15 1 Starlink.15 2 OneWeb Eutelsat Starlink 17 3“”“S t arl i n k”.19 4“G 60”.20 5 Galaxy“”.21 3.23 1“”.23 2.24 3.25.28 1.28 2+.30 1ZBYuNrMnOoPtNoNqNpQrQbR9R6MoMoOoMpMiNrQpPlOpNpR6MpOrNuOnQzRMYoOrO 3 3.31.34 1 2022.7 2 2023 10 22.7 3.8 4.8 5.9 6 2019-2022.13 7 2022.13 8 Starlink.15 9 OneWeb.17 10 OneWeb 2023Q4.18 11 OneWeb.18 12 OneWeb Eutelsat.19 13 OneWeb Eutelsat.19 14.20 15“G 60”.21 16“G 60”.21 17.23 18.23 19 Starlink 2019-2023 9%25 20 Starlink/.26 21 Starlink.26 22 Starlink“”.27 23“”.27 24 2017-2021%.28 25 2016-2022E%.28 26.29 27 2022%.29 4 28 2018-2022%.29 29.30 30 LS-1300.30 31.31 32 T/R.31 33%.31 34%.31 35.32 36.32 37 Starlink E.32 38.33 39 PEBand.35 40 PBBand.35 1 Kuiper VS Starlink.6 2.10 3.11 4 2022.13 5.14 6.14 7 Starlink.16 8 Starlink.16 9 Starlink.16 10 Starlink 2023 10 9.16 11 OneWeb.17 12 OneWeb.18 13 Starlink OneWeb.18 14“G W”.19 15 01/02.20 16.21 17.23 18 Iridium OneWeb StarlinkV1.0.24 5 19.24 20.24 21 2020 9.25 22 2018-2022 8 9.25 23 2021 2-2023 9 Starlink.26 24 Starlink.26 25“”.27 26.30 27.34 6 23/10/5 SpaceX G6-21 22 mini 23/10/6 Starlink 23/10/6 SapceX 23/10/7 23/10 SpaceX 23/10/19 SpaceX 144 1 1 5200 23 9 30 SpaceX SLC-40 Falcon 9 Starlink Group 6-19 22 Starlink LEO SpaceX 5200 4849 4797 4199 200 62 2 2 Starlink 10 6 10 6 7 1 2 V 500 3200 Kuiper Kuiper 2024 2024 Beta 1 Kuiper VS Starlink&Starlink SpaceX 2024 1.2 4.2 23/10/9 5243 23 1577 Kuiper 3236 3 3 10 7 7 4 4 SpaceX Starlink LTE T-Mobile()ROGERS()KDDI()OPTUS()ONE NZ()SALT 2024 2025 IOT 5 5 SpaceX 144 2022 10 18 SpaceX SpaceX 144 12 22 186 SpaceX 2023 74 22 61 1 2022 2 2023 10 22 spacestatsonline spacestatsonline 猎鹰9 号 长征系列 Soyuz 2 号 其他 猎鹰9 号 长征系列 Soyuz 2 号 其他 8 1&3 4 CSDN CSDN 2 1 GPS 9 64%53%2(LEO)(MEO)(GEO)(S)(IGSO)5(Low Earth Orbit,LEO)LEO 300 2,000 LEO(Medium Earth Orbit,MEO)MEO 2,000 35,786 GPS LEO MEO(Geosynchronous Orbit,GEO)GEO 35,786 GEO 10 2 LEO 200-2000 MEO 2000-35786 LEO GEO GEO 35786 4-8GHz C Ku 12-18GHz Ka 27-40GHz C KU KA KU KA E 2020 9 ITU GW KA V 3 1 LEO LEO LEO LEO LEO 11 LEO 1000KG 2 300 1000km 5.8 2029 5.7 Ku Ka 4.2 7518 335.9 345.6km ITU 10%12 50%14 3 3 2015 2015-2025 2016 2016 2017 2017(2016-2020)2020 2018 2018 2018 2019 Ka Ka Ka 2020 2021 2035 12 2021 2023 2023()13 1 2022 2022 186 2,505 87 64 5 2022 7,218 4,731 65.5%1,002 704 700 6 2019-2022 7 2022 2019-2022 2022 2022 4,784 Starlink 2022 2022 2022 4,784 90%2022 1,956 39.22%Starlink 2022 4 2022 2022%2021%2022%1,793 91.67%1,067 75.94%3,800 79.43%122 6.24%303 21.57%670 14.01%27 1.38%17 1.21%98 2.05%5 0.26%2 0.14%48 1.00%0 0.00%0 0.00%16 0.33%1 0.05%0 0.00%16 0.33%8 0.41%16 1.14%136 2.84%1,956 100.00%1,405 100.00%4,784 100.00%0204060801002019 2020 2021 2022中国（次）美国（次）俄罗斯（次）欧洲（次）印度（次）日本（次）其他（次）14 2022 2022 OneWeb 5 km Iridium Iridium 75 780 50 L/Ka 75 9 Orbcomm Orbcomm 36 780-835 5 VHF 35 Globalstar Globalstar 48 1,389 33 L/S 32 Starlink SpaceX 41,914 540-570 340 300 Ku/Ka 2023 10 9 5,243 Bocing 2,956 1,200 52 V-Kuiper 3,236 590-630 100 Ka 2 OneWeb OneWeb 1,980 648 1,200 70 Ku/Ka 2023 3 618 KLEO Connect KLEO 624 1,050 1,425-Ka 2 Yaliny Yaliny 135 600 6.25 Ku/Ka-Sphere 638-68.67-Telesat Lightspeed Telesat 198 298 1,000-1,248 35 Ka 1 Kepler 140 520-600-Ku/Ka M2M 2 SpaceNet Astrome 198-Samsung 4,600 1,400-1,500 38.3 V UCS Jonathans Space Wikipedia MDA 2022 Starlink 2023 6 km 12,992 508-1,145 80 800-1,400 2022 324 1,070 156 1,000 120 590-630 1 2 138 500-700 2023 6 15 108 G60-12,000 1,296-2022 5 Galaxy 1,000 500-1,200 8 InSAR 4 38 900 21 72 600 28 500 UCS 2 1 Starlink Starlink SpaceX 2015 1 SpaceX Starlink Starlink 3 15 2019 8 Starlink Starlink CSDN 2022 Starlink 2027 4 Starlink Starlink 4,408 4,425 7,518 30,000 Starlink 1,100km-1,325km 2018 11 1,584 550km 2020 4 2,824 540-570km 340km 16 Starlink Ku/Ka V E Starlink 7 Starlink km 1 540-570 4,408 Ku/Ka 2 340 7.518 V 3-30,000 E Starlink Starlink 2020 8 Starlink km 50%1 550 1,584 53.0 Ku/Ka 2024.03 2027.03 540-570 1,600 53.8 Ku/Ka 540-570 400 70.0 Ku/Ka 540-570 374 74.0 Ku/Ka 540-570 450 80.0 Ku/Ka 2 335.9 2,493 42.0 V 2024.11 2027.11 340.8 2,478 48.0 V 345.6 2,547 53.0 V Starlink Starlink 2020 Starlink 2023 9 Starlink 5,048 2023 1,382 2018 Starlink 2 2019/2020/2021 120/833/989 2020/2021 594.16%/18.73%2022 Starlink 34 1,722 74.12%180 2022 8 30 7 2023 Starlink 6.29 2023 10 9 Starlink 115 5,243 529 V2.0 Mini 9 Starlink 2018 2 2 1 1 2019 120 122 2 3 2020 833 955 14 17 2021 989 1,944 19 36 2022 1,722 3,666 34 70 2023 10 9 1,577 10 9 5,243 10 9 45 10 9 115 10 9 Starlink 2018-2022 10 Starlink 2023 10 9 v0.1 2 0 v0.9 60 0 v1.0 1,675 1,460 v1.5 2,977 2,900 v2.0 Mini 529 518 17 5,243 4,878 Starlink Wikipedia 2 OneWeb Eutelsat Starlink OneWeb WorldVu 2012 2014 WorldVu 648 2015 2017 2017 OneWeb FCC 720 1,200km 1,280 8,500km 2020 2021 OneWeb 2026 8 2029 OneWeb 9 OneWeb OneWeb 2022 OneWeb 648 Ku/Ka 1,200km 87.9 18 40 9 7 Tbit/s 500Mbps-50ms 720 V 1,200km“”120 Tbit/s 1280 V 8,500km 1,000 Tbit/s“”11 OneWeb km 1 1,200 648 Ku/Ka 2 1,200 720 V 3 8,500 1,280 V OneWeb 2022 18 2023 3 OneWeb 618 2022 2022 OneWeb 2022Q4 OneWeb 3 110 504 2023 3 26 LVM3 M3 36 OneWeb 618 OneWeb 588 30 12 OneWeb 2019 6 6 1 1 2020 104 110 3 4 2021 284 394 8 12 2022 110 504 3 15 2023 3 114 3 618 3 3 3 18 3 2018-2022 10 OneWeb 2023Q4 11 OneWeb OneWeb Starlink Starlink“”OneWeb“”Starlink SpaceX SpaceX Starlink OneWeb OneWeb 13 Starlink OneWeb Starlink OneWeb SpaceX OneWeb 19 OneWeb 2022 2023 9 29 OneWeb Eutelsat Starlink 2023 9 29 OneWeb Eutelsat Starlink 1 OneWeb 2 Eutelsat GEO OneWeb LEO 2023 2 Eutelsat OneWeb 2023Q2 12 OneWeb Eutelsat 13 OneWeb Eutelsat 3 Starlink GW ITU 2020 9 GW 2 12,992 590-1,145km 2021 14 GW km/GW-A59 GW-A59/1 590 85 16 30 6,080 GW-A59/2 600 50 40 50 GW-A59/3 508 55 60 60 GW-2 GW-2/1 1,145 30 48 36 6,912 GW-2/2 1,145 40 48 36 GW-2/3 1,145 50 48 36 GW-2/4 1,145 60 48 36-12992 2022 2022 10 18 01/02 54 2022 7 2023 1 20 2023Q3-2024H1 15 01/02 01 1 2 3 02 1 2 3 4 5 2023 7 9 2023 6 IMT 14 4 G60 2016 G60 G60 G60 G60 G60 152 G60 152 1 500 200 21 G60 1,296 12,000 2022 G60 5 2022 G60 5 2023 7 G60 1,296 12,000 G60 300/35%G60 G60 2021 11 G60 2023 6.7 2023 300/35%G60 15 G60 16 G60 5 Galaxy 2018 200-700kg 100-500kg SAR 16 22-48Gbps 8 1-+2m 30-600kg 7 50%4600W 3600W OBP+DBF 15Gbps 3600W 1/7 INSAR 4 6 2*1.2Gbps/5ns/10%/10/TOPSAR/115km 45/50s 6 8 InSAR 4 2025 1,000 8 InSAR 4 2023 7 2025 1,000 2020 1 Q/V Ka 10Gbps 5G 5G 2022 3 02 2023 3 InSAR 01 InSAR 23 1:5 SAR 60%2023 7 03 17 18 3 1 Starlink OneWeb Ku L S Ku Ka L S C Starlink OneWeb Ku Ka 17 L 1-2 GHz S 2-4 GHz C 4-8 GHz X 8-12 GHz Ku 12-18 GHz Ka 26.5-40 GHz Q/V 36-46 GHz/46-75 GHz 0.1-10 THz 24:2020 2 Starlink 2,000/kg OneWeb 7,000/kg 30,000/kg/OneWeb/Starlink V1.0 860kg/147kg/260kg 3,067/100/50 35,663/6,803/1,923/kg 20kg 400=7 28,571/kg 18 Iridium OneWeb StarlinkV1.0 Iridium Next OneWeb Starlink V1.0 860kg 147kg 260kg/7.5Gbps 17.5Gbps 10 15 7 5-7 3,067 100 50 35,663/kg 6,803/kg 1,923/kg 19/200kg 2 5,000 35,714/kg 40kg 9 800 28,571/kg 20kg 20 400 28,571/kg 7 SpaceX 4-9 SpaceX 9 LEO 1/kg 4-9 20 9 2010 6,700 4.69 0.27 1.88 9 2018 9,700 6.79 0.15 1.07 2D 1992 2,857 2 0.84 5.88 3B 1997 6,714 4.7 0.58 4.09 4B 1999 2,857 2 0.71 5.00 2016 16,571 11.60 0.66 4.64 2015 1,857 1.3 1.24 8.67 2016 9,714 6.8 0.72 5.04 2015 457 0.32 0.65 4.57 1 2 7 25 SpaceX 9 2022 9 5,000 9 1,500 9 2015 12 2016 4 9 2021 SpaceX 31 2 29 21 2020 9 3,000 60%-1,000 20%1,000 66.6%500 10%-40 0.8%40 2.6%460 9.2%460 30.6%5,000 1,500 9 2022 22 2018-2022 8 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%6.5%5.1%9 2022 Starlink SpaceX 2022 SpaceX 10.74 44.1%2023 SpaceX Starlink 2023 9 SpaceX 6.62 19 Starlink 2019-2023 9%StarLink 1 4 2023 3 Starlink 2023 9-90%-80%-70%-60%-50%-40%-30%-20%-10%0%0204060801001202019 2020 2021 20222023（截至9 月）平均发射一批次天数（天）同比（%）26 Starlink 62 Starlink 2024 Starlink 2023 9 Starlink 200 20 Starlink/21 Starlink Starlink Starlink 23 2021 2-2023 9 Starlink 2021 2 10,000 2021 6 100,000 2022 2 250,000 2022 5 400,000 2022 6 500,000 2022 9 700,000 2022 12 1,000,000 2023 5 1,500,000 2023 9 2,000,000 Wikipedia 24 Starlink Mbps ms Starlink Standard$90-120 25-220 25-50$599 Starlink Priority$250-1,500 40-220 25-50$2,500 Starlink Roam$150-200 5-50 25-50$599-$2,500 Starlink Mobility$250-5,000 220 25-50$2,500 Starlink Maritime$250-5,000 220 100+$2,500 Starlink 2022 Starlink 2023 10 Starlink Starlink Direct to Cell LTE 2024 2025 IOT 27 22 Starlink 23 Starlink Starlink 25 T-Mobile OPTUS ROGERS ONE NZ KDDI SALT Starlink 28 1 2021 1,816 2017-2021 CAGR 11.98%2021 797 2017-2021 CAGR 9.69%SIA 2021 1,816 24.28%2017-2021 CAGR 11.98%2021 797 9.54%2017-2021 CAGR 9.69%2022 878 10.16%24 2017-2021%25 2016-2022E%SIA/-20%-10%0%10%20%30%40%50%60%02004006008001,0001,2001,4001,6001,8002,0002017 2018 2019 2020 2021全球卫星通信市场规模（亿美元）yoy（%）0%2%4%6%8%10%12%14%01002003004005006007008009001,0002016 2017 2018 2019 2020 2021 2022E中国卫星通信市场规模（亿元）yoy（%）29 26 2022 73%SIA 2023 2022 3,840 0.52%2,810 0.72%40.3%51.6%5.6%2.5%27 2022%28 2018-2022%SIA SIA 40.32%51.60%5.62%2.49%0.09%卫星服务业 地面设备制造业 卫星制造业发射服务业 卫星可持续性活动28%28%48%51%63%10%8%6%6%3%29%27%17%17%15%13%19%11%8%10%7%6%4%3%2%7%7%7%5%4%5%5%3%3%2%0%20%40%60%80%100%2018 2019 2020 2021 2022商业通信卫星 政府通信卫星对地观测/空间观测卫星 技术试验卫星/其他导航卫星 军事侦察监视卫星科学卫星 30 2+BSS-702 LS-1300 29 30 LS-1300 2016 LS-1300 2012 26 2012 BFN BFN DSP/FPGA 31 T/R 31 32 T/R 2012 40%22%12%10%9%7%50%50%30%70%33%34%3 45%40%22%12%10%9%7%姿控系统 电源系统 结构系统 星务系统 测控系统 热控系统 32 35 2021 36 37 Starlink E Data Center Dynamics Internet BSS OSS 33 38 70MHz 34 LEO LEO 6-8 2029 5.7 ITU Ku Ka SpaceX-Starlink 4.2 KA KU E 1.29 KA V 1 KA 2 3 GW-A59 GW-2 1.29 3000 1.29 3900 780+27 35 TR TR ADDA FPGA 39 PEBand 40 PBBand 10 x15x20 x25x35x05001000150020002500300035004000Oct/21 Apr/22 Oct/22 Apr/231.0 x1.5x2.0 x2.5x3.0 x0200400600800100012001400Oct/21 Apr/22 Oct/22 Apr/23 36 37 6-12 A 300 500 20%5-20%5%5%
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