资源描述
|2.6 LEO GEO LEO OneWeb SpaceX Telesat 2.6 GW G60 Galaxy 1 50%30%20%2 SpaceX 9 53%3 2019 2022 52%4 Space X Starlink SIA 2022 1450 77%11%12%GW G 6 0 G a la x y(688375)(300762)(603712)(002465)(001270)/2024 05 13 021-63325888*6126 S0860510120021 021-63325888*4036 S0860518100001 021-63325888*2900 S0860520070002 2024 4 2024-05-09 2024 3 2024-04-03 2024 2 2024-03-04 2023-11-27 2 1.5 1.1 LEO.5 1.2.6 1.3.9 1.3.1 50%9 1.3.2 11 1.3.3 12 1.3.4 13 2.14 2.1.14 2.2.16 3.18 3.1.18 3.2.19 3.3.20 3.4.20 3.5.21 3.6.22.23.23 0YDWxOnQoNqRoQoNmRpQnM7NdN9PoMoOnPtPiNoOrMkPmNtP8OnNuNxNoMnMuOsOrM 3 1.5 2.7 3.7 4.8 5.8 6.9 7.9 8.10 9.11 10.12 11 9.12 12.12 13 Iridium 9575.13 14 OneWeb.13 15.13 16.15 17 Starlink.16 18 Starlink.16 19 Phasor.17 20.17 21.18 22 2022.18 23 2018-2023.18 24 2018-2023%.18 25 2018-2023.19 26 2018-2023%.19 27 2018-2023.20 28 2018-2023%.20 29 2018-2023.21 30 2018-2023%.21 31 2018-2023.21 32 2018-2023%.21 33 Ka.22 34 4.22 4 1.5 2.6 3 LEO GEO.6 4.7 5.8 6.9 7.14 8.14 9.15 cX1a/HfdRcHKUqV6XupsSJKvZxvDHl7CnYBIQwX/6MOgn4+m3peRAhyAfFVZg/g4 5 1 1.1 LEO 1 1 1 5G LEO GEO LEO()MEO()GEO()SSO()IGSO(6)LEO GEO 2 LEO 300-2000 MEO 2000-35786 GEO 35786 SSO 6000 IGSO 35786 LEO LEO GEO GEO LEO GEO LEO 3 LEO GEO LEO GEO 5-10 15 20ms 6.7ms 270ms GEO 10 1.2 7 LEO 4 5G CCID 2012-2022 CAGR 34.2%trendforce 2023 3083 4.5%2040 1 50%70%2012 132 2022 2505 CAGR 34.2%2 3 SIA trend force 2022 52%90%2019 2022 52%Starlink OneWeb 270727352828295030830%1%2%3%4%5%250026002700280029003000310032002019 2020 20212022 E 2023 F 132207261 236 222444568524126318272505-20%0%20%40%60%80%100%120%140%160%0500100015002000250030002012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022%8 2021-2025 CAGR 11.2%UCS 2023 5 1 7560 5184 628 2021 292.5 2025 446.92 2021-2025 CAGR 11.2%4 5 OneWeb SpaceX Telesat 2.6 GW G60 Galaxy 5 Starlink SpaceX 42000 STL 75 2956 Kupier 3236 Facebook Athena Project Facebook-77 OneWeb OneWeb 2468 Telesat Telesat 298 Kepler AAC Clyde 140 Space Net Astrome 150 Yaliny Yaliny 135 KLEO KLEO Connect 624 4600 45%48%50%51%52%46%45%44%42%40%7%5%4%5%6%2%2%2%7%2%0%20%40%60%80%100%2018 2019 2020 2021 2022 292.48314.39356.18403.68446.920%2%4%6%8%10%12%14%16%01002003004005002021 2022E 2023E 2024E 2025E%9 6 GW 12992 G60 12000 Galaxy 1000 1.3/6 1.3.1 50%50%30%20%7 10 Boeing 30%70%75%25%TWTA SSPA KPA SSPA TWTA KPA FDMA 75%T/R T/R 50%8 11 50%30%20%40%22%12%10%9%7%60%9 1.3.2 SpaceX 9 53%7%9%10%12%22%40%12 SpaceX 10 11 9 1.3.3/()12/53%24%10%8%5%13 M2M 5000 2 20 13 Iridium 9575 14 OneWeb OneWeb 1.3.4 15 2015 14 7 A13 A13-1 A13-2 A23 A23-1 A23-2 2015 2 2.1 1)2)3)4)8 1 2 GEO 1 2 3 1 1 60 15 2 3 2 3 4 16 3-4 9 16 4050%/2.2 60-Space X Starlink 17 Starlink 18 Starlink 17 Starlink Starlink NGSO GEO LEO/MEO LEO/MEO NGSO Phasor C-COM Isotropic SatixFy ThinKom AvL Phasor 180 LEO GEO 10000 Ka Ku 5G CMOS 19 Phasor 20 SIA 2022 1450 52%18 SIA 2022 77%11%12%21 22 2022 SIA SIA 3 3.1 T/R 2000 11 T/R T/R 2023 3 6G 2023 T/R 23 2018-2023 24 2018-2023%130313531417145048%50%51%52%46%47%48%49%50%51%52%53%12001250130013501400145015002019 2020 2021 2022%12%77%11%19 Wind Wind 3.2 2006 3 4G/5G 2023 2024 2024 2024 5 6 2000 25 2018-2023 26 2018-2023%Wind Wind 05101520253035402018 2019 2020 2021 2022 2023 0102030405060702018 2019 2020 2021 2022 2023 0123456782018 2019 2020 2021 2022 2023 010203040506070802018 2019 2020 2021 2022 2023 20 3.3 2004 10 27 2018-2023 28 2018-2023%Wind Wind 3.4 2000 8 010203040502018 2019 2020 2021 2022 2023 01020304050602018 2019 2020 2021 2022 2023 21 29 2018-2023 30 2018-2023%Wind Wind 3.5 T/R 2010 11 T/R T/R GaN GaAs L W 5G T/R T/R 31 2018-2023 32 2018-2023%0102030405060702018 2019 2020 2021 2022 2023 0204060801002018 2019 2020 2021 2022 2023 22 Wind Wind 3.6 60%2015 4 5G Aip 100 60%60 MMIC PCB 10000 Ka TR Ku 10 Ku 4 4 Ka 33 Ka 34 4 00.511.522.533.52018 2019 2020 2021 2022 2023 T/R 0204060801002018 2019 2020 2021 2022 2023 T/R 23 GW G 6 0 G a la x y(688375)(300762)(603712)(002465)(001270)24 Table_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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