![]() |
市场调查报告书
商品编码
1714077
太空雷射通讯市场 - 全球及区域分析:按最终用户、按应用、按解决方案、按组件、按通讯、按国家 - 分析与预测(2025-2035 年)Space-Based Laser Communication Market - A Global and Regional Analysis: Focus on End User, Application, Solution, Component, Range, and Country - Analysis and Forecast, 2025-2035 |
近年来,由于配备卫星间链路(ISL)的第二代卫星的部署,全球空间雷射通讯市场规模显着增长。
这种成长主要受到人工智慧 (AI)、电子可控天线 (ESA)、小型化和卫星间链路(ISL) 等技术的推动,这些技术可以提高地面和太空的通讯性能。此外,OneWeb、SpaceX 和亚马逊的 Project Kuiper 等低地球轨道(LEO) 和中地轨道 (MEO) 知名企业的巨型卫星群正在影响市场成长。 2024年,星炼等近地轨道卫星将配备雷射终端。这些卫星将与光学卫星间链路(OISL)组成卫星群,以在太空中创建一个强大的网状网路。 Telesat 的 LightSpeed卫星群也计划在全面部署时纳入光学卫星链路,OneWeb 则考虑在其第二阶段部署中添加光学链路。亚马逊的柯伊伯卫星群从一开始就被设计成能够实现卫星间链路。知名公司包括 Tesat-Spacecom GmbH & Co.、SKYLOOM、Bridgecomm 和 Mynaric。这些公司正在大力投资研发,以推出创新和先进的雷射终端。市场可以根据最终用户、应用、解决方案、组件和范围进行细分,并且随着主要企业和政府航太机构投资先进技术以获得更好的性能和效率,预计市场将继续增长,从而为该领域的成长和创新带来新的机会。
近年来,全球空间雷射通讯市场经历了显着的成长和进步。基于雷射的卫星通讯为将地面网路的功能扩展到卫星网路提供了一个良好的机会,有效地弥合数位落差并实现许多应用。这些应用包括虚拟专用网路、边缘运算、先进的 5G/6G 服务、与太空的无缝网路连接以及与机载资产的通讯。传统卫星系统的当前能力无法提供如此广泛的功能。
此外,预计卫星星系将在预测期内推动市场发展。这些卫星星系提供全面或接近全面的地球覆盖,确保地球上的任何地方在任何时间都有至少一颗卫星可用。这种连续覆盖对于通讯、地球观测、资料中继和全球定位系统等应用尤其有价值,因为不间断的连接和资料撷取至关重要。卫星星系的出现将为通讯、太空探勘、气候监测、监视和安全等众多产业开闢新的可能性。
太空雷射通讯市场将产生变革性的影响,以更高的资料速率和更低的延迟彻底改变全球通讯网路。该技术将加强太空探勘,实现任务的即时控制,促进透过卫星巨型卫星群实现全球连通,并缩小数位鸿沟。该技术将刺激卫星製造、物联网和资料分析等领域的创新和机会。此外,它还支持科学研究、环境监测、灾害应变等领域的资料主导洞察。这种成长将刺激经济扩张、创造就业机会和教育进步,同时激发有关安全、监管和永续太空行动的讨论。
预计到 2024 年,全球空间雷射通讯市场将由通讯应用主导。空间雷射通讯已成为一项值得关注的技术,预计将提供未来的宽频通讯解决方案。在推动卫星通讯系统的前沿贡献者中,TNO占据着突出的地位。透过与 Hyperion Technologies 合作,TNO 正在积极开发针对小型卫星市场特定需求的 CubeCat 雷射终端。
大量成熟的太空雷射通讯供应商正在推动该地区的市场发展。通用原子公司、Bridgecomm、阿特拉斯太空营运公司和鲍尔航空航天技术公司等该地区领先公司的存在,以及伙伴关係等成长策略,为市场机会铺平了道路。
美国是各大主要企业生产雷射通讯终端的重点国家之一。美国专注于太空探勘、国家安全和通讯基础设施,始终处于雷射通讯技术的前沿,不断探索新的应用,突破太空及其他领域快速、安全和可靠的资料传输界限。例如,2022年8月,美国国防高级研究计画局(DARPA)为其天基自适应通讯节点(Space-BACN)计划选定了五家商业卫星营运商,包括SpaceX、Telesat、SpaceLink、Viasat和亚马逊的Kuiper。
全球空间雷射通讯市场的最新趋势
在全球太空雷射通讯市场中,对强有力的安全措施的需求变得更加重要,因为高速、远距的资料传输至关重要。虽然使用雷射通讯的 QKD 系统的应用仍处于早期阶段,但该技术正引起政府、金融机构和其他需要保护资料免受攻击的组织日益增长的兴趣。随着技术的成熟和 QKD 系统成本的下降,预计在预测期内通讯雷射的 QKD 系统的采用将会增加。
雷射讯号可能会因大气条件而失真,这对实现最佳讯号品质构成重大挑战。为了解决这个问题,自适应光学系统(通常利用可变形镜)被用来校正大气畸变。儘管自适应光学技术有许多优点,但大气湍流仍然是雷射通讯面临的持续挑战。湍流的不可预测性持续导致讯号品质的波动和变化,影响雷射通讯系统的整体性能。
与无线电通讯相比,雷射通讯在从低地球轨道观测卫星直接向下游传输资料方面具有许多优势。雷射传输资料的速度比无线电波快得多,大大增加了从卫星到地面的资料吞吐量。在此过程中,低地球轨道观测卫星在绕地球运行的过程中捕获各种类型的资料,例如高解析度影像、环境测量和其他感测器读数。
产品/创新策略:产品类型帮助读者了解可以部署的不同类型的组件及其可能性。此外,它还提供了对全球空间雷射通讯市场组件、解决方案和范围的详细了解。
成长/行销策略:全球空间雷射通讯市场正在见证市场主要企业达成的协议、合作和合资企业等重大发展。对该公司有利的策略是签订合约以加强其在全球空间雷射通讯市场的地位。例如,2023 年 5 月,Mynaric 宣布已签署最终协议,将 CONDOR Mk3 终端机出售给 Loft Orbital 的子公司 Loft Federal。 Loft Federal 被选中负责製造、部署和营运太空发展局 (SDA) 实验测试平台 NExT,利用其终端支援安全可靠的通讯。这些终端的交付主要计划于 2024 年上半年进行。
竞争策略:本研究分析和描述的全球空间雷射通讯市场的主要企业包括世界上主要的空间雷射通讯组件供应商。此外,还提供了全球天基雷射通讯市场参与企业的详细市场占有率分析,帮助读者了解参与企业之间的情况并呈现清晰的市场格局。此外,伙伴关係、协议和合作等全面的竞争策略可帮助读者了解市场中尚未开发的收益来源。
本报告研究了全球空间雷射通讯市场,并概述了市场以及最终用户、应用、解决方案、组件、通讯距离、国家和参与市场的公司概况的趋势。
Introduction to Global Space-based Laser Communication Market
The global space-based laser communication market has experienced remarkable growth in recent years due to the deployment of second-generation satellites equipped with inter-satellite links (ISL). This growth is primarily driven by technologies such as artificial intelligence (AI), electronically steered antennas (ESAs), miniaturization of parts, and inter-satellite links (ISLs) that enhance communication performance both on the ground and in space. Additionally, the market growth is influenced by mega constellations from notable companies such as OneWeb, SpaceX, and Amazon's Project Kuiper in low Earth orbit (LEO) and medium Earth orbit (MEO). In 2024, the satellites deployed in low orbit, such as those from Starlink, are now incorporating laser terminals. These satellites form a constellation with optical inter-satellite links (OISLs), creating a robust mesh network in space. Telesat's LightSpeed constellation also plans to include optical satellite links upon its full deployment, and OneWeb is considering adding optical links in its phase two rollout. Amazon's Kuiper constellation has been designed from the outset to enable inter-satellite links. Notable companies include Tesat-Spacecom GmbH & Co., SKYLOOM, Bridgecomm, and Mynaric, among others. These companies heavily invest in research and development to introduce innovative and advanced laser terminals. The market can be segmented based on end user, application, solution, component, and range, and it is expected to witness continued growth as key players and government space agencies invest in advanced technologies to enhance performance and effectiveness, leading to new opportunities for growth and innovation in the sector.
Market Introduction
The global space-based laser communication market has witnessed significant growth and advancements in recent years. Laser-based satellite communication offers a promising opportunity to extend terrestrial network functionalities to satellite networks, effectively bridging the digital divide and enabling many applications. These applications encompass virtual private networks, edge computing, advanced 5G/6G services, seamless internet connectivity to and from space, and communication with airborne assets. The current capabilities of conventional satellite systems fall short of providing such extensive functionalities.
Furthermore, satellite constellations are expected to drive the market during the forecast period. These constellations provide global or near-global coverage, ensuring that at least one satellite is available at any time and location on Earth. This continuous coverage is particularly valuable for applications such as telecommunications, Earth observation, data relay, and global positioning systems, where uninterrupted connectivity and data acquisition are essential. The availability of satellite constellations opens new possibilities for a wide range of industries, including telecommunications, space exploration, climate monitoring, surveillance and security, and more.
Industrial Impact
The space-based laser communication market has a transformative impact by revolutionizing global communication networks with higher data rates and lower latency. This technology enhances space exploration, enables real-time control of missions, and fosters global connectivity through satellite mega constellations, bridging digital divides. It drives innovation and business opportunities across sectors such as satellite manufacturing, IoT, and data analytics. Moreover, it supports data-driven insights for scientific research, environmental monitoring, and disaster response. This growth fuels economic expansion, job creation, and educational advancements while prompting discussions on security, regulation, and sustainable space operations.
Market Segmentation:
Segmentation 1: by Application
Communication to Witness the Highest Growth between 2024 and 2035
The global space-based laser communication market is expected to be dominated by the communication application in 2024. Space-based laser communication emerges as a notably auspicious technology poised to offer future broadband communication solutions. Among the forefront contributors in propelling satellite communication systems, TNO occupies a distinguished role. By teaming up with Hyperion Technologies, TNO is actively engaged in the advancement of the CubeCat laser terminal, tailored to cater to the specific demands of the SmallSat market.
Segmentation 2: by End User
Segmentation 3: by Solution
Segmentation 4: by Component
Segmentation 5: by Range
Segmentation 6: by Region
North America to Dominate Global Space-Based Laser Communication Market (by Region)
The presence of a larger number of established space-based laser communication providers is driving the market in the region. The presence of major industry players such as General Atomics, Bridgecomm, Atlas Space Operation, and Ball Aerospace & Technologies within the region with growth strategies such as partnerships are paving the way for market opportunities.
The U.S. is one of the significant countries with various key players producing laser communication terminals. With a strong focus on space exploration, national security, and communication infrastructure, the U.S. remains at the forefront of laser communication technology, continuously exploring new applications and pushing the boundaries of high-speed, secure, and reliable data transmission in space and beyond. For instance, in August 2022, the Defense Advanced Research Projects Agency (DARPA) chose five commercial satellite operators, including SpaceX, Telesat, SpaceLink, Viasat, and Amazon's Kuiper, for its Space-Based Adaptive Communications Node (Space-BACN) project.
Recent Developments in the Global Space-based Laser Communication Market
Demand - Drivers and Limitations
Market Demand Drivers: Deployment of Quantum Key Distribution for Secure Data Exchange
The need for robust security measures becomes even more critical in the global space-based laser communication market, where high-speed and long-range data transmission is essential. The deployment of QKD systems using laser communication is still in its early stages, but there is growing interest in the technology from government agencies, financial institutions, and other organizations that need to protect their data from attack. As the technology matures and the cost of QKD systems decreases, more widespread deployment of QKD systems using laser communication is expected during the forecast period.
Market Challenges: Distortions in Laser Signals during Space-to-Ground Communication
Laser signals can experience distortions due to atmospheric conditions, presenting a significant challenge in achieving optimal signal quality. To address this issue, adaptive optics systems, which often utilize deformable mirrors, are employed to correct for the distortions caused by the atmosphere. Despite the benefits of adaptive optics, atmospheric turbulence remains a persistent challenge for laser communications. The unpredictable nature of turbulence can still lead to fluctuations and variations in signal quality, impacting the overall performance of laser communication systems.
Market Opportunities: Direct Data Downstream from LEO Observation Satellite-to-Ground
Laser communication offers a number of advantages over radio wave communication for direct data downstream from LEO observation satellites. Lasers can transmit data at much higher speeds than radio waves, significantly improving the throughput of data from satellites to the ground. In this process, LEO observation satellites capture various data types, such as high-resolution images, environmental measurements, and other sensor readings during their orbits around the Earth.
How can this report add value to an organization?
Product/Innovation Strategy: The product segment helps the reader understand the different types of components available for deployment and their potential globally. Moreover, the study provides the reader with a detailed understanding of the global space-based laser communication market by component, solution, and range.
Growth/Marketing Strategy: The global space-based laser communication market has seen major development by key players operating in the market, such as contract, collaboration, and joint venture. The favored strategy for the companies has been contracts to strengthen their position in the global space-based laser communication market. For instance, in May 2023, Mynaric announced that it had entered into a definitive agreement for the sale of CONDOR Mk3 terminals to Loft Federal, a subsidiary of Loft Orbital. Loft Federal was selected to produce, deploy, and operate NExT - the Space Development Agency (SDA)'s Experimental Testbed and utilized the terminals to support secure and reliable communications. Terminal deliveries were primarily scheduled for the first half of 2024.
Competitive Strategy: Key players in the global space-based laser communication market analyzed and profiled in the study involve major global space-based laser communication companies providing components. Moreover, a detailed market share analysis of the players operating in the global space-based laser communication market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.
Methodology: The research methodology design adopted for this specific study includes a mix of data collected from primary and secondary data sources. Both primary resources (key players, market leaders, and in-house experts) and secondary research (a host of paid and unpaid databases), along with analytical tools, are employed to build the predictive and forecast models.
Data and validation have been taken into consideration from both primary sources as well as secondary sources.
Key Considerations and Assumptions in Market Engineering and Validation
Primary Research
The primary sources involve industry experts from the defense industry, including satellite manufacturers and satellite operators. Respondents such as CEOs, vice presidents, marketing directors, and technology and innovation directors have been interviewed to obtain and verify both qualitative and quantitative aspects of this research study.
Secondary Research
This study involves the usage of extensive secondary research, company websites, directories, and annual reports. It also makes use of databases, such as Spacenews, Bloomberg, Factiva, Businessweek, and others, to collect effective and useful information for a market-oriented, technical, commercial, and extensive study of the global market.
Secondary research was done to obtain critical information about the industry's value chain, the market's monetary chain, revenue models, the total pool of key players, and the current and potential use cases and applications.
Key Market Players and Competition Synopsis
The companies that are profiled have been selected based on thorough secondary research, which includes analyzing company coverage, product portfolio, market penetration, and insights gathered from primary experts.
Some prominent names established in this market are:
Scope and Definition
Market/Product Definition
Key Questions Answered
Analysis and Forecast Note