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市场调查报告书
商品编码
1779627
超高频通讯市场(按频宽、组件、应用和地区):趋势、竞争格局和预测(2019-2031 年)Super High Frequency Communication Market, By Frequency Range; By Component; By Application; By Region, Global Trend Analysis, Competitive Landscape & Forecast, 2019-2031 |
到 2031 年,全球甚高频 (SHF)通讯市场规模将成长两倍,达到 93.5 亿美元
由于军事和国防部门的需求激增、智慧城市和工业IoT(IIoT) 的兴起以及 5G、毫米波和卫星连接的持续发展和建设,全球甚高频 (SHF)通讯市场正在蓬勃发展。
在最近的一项研究中,领先的策略咨询和市场研究公司 BlueWeave Consulting 估计,2024 年全球甚高频 (SHF)通讯市场价值将达到 31.5 亿美元。 BlueWeave 预测,从 2025 年到 2031 年,全球甚高频 (SHF)通讯市场将以 16.8% 的复合年增长率扩张,到 2031 年将达到 93.5 亿美元。各地区甚高频 (SHF)通讯市场的成长是由国防、通讯、航太和卫星服务等关键领域对高速、低延迟和安全通讯解决方案日益增长的需求所推动的。 SHF 技术工作在 3 GHz 至 30 GHz频宽,是雷达系统、5G 网路、卫星互联网和微波链路等应用的基础。主要成长动力包括 5G 天线的不断扩展、对低地球轨道 (LEO)卫星星系的日益依赖以增强全球宽频覆盖范围(以 OneWeb 和 SpaceX 的 Starlink 扩展为例)以及对先进通讯基础设施的整体需求。洛克希德马丁、诺斯罗普格鲁曼、华为、爱立信和高通等主要企业处于技术创新的前沿,开发相位阵列天线、基于人工智慧的优化和高频收发器等先进技术。政府和私人对军用雷达、卫星连接和智慧通讯系统的大量投资,尤其是在美国、中国、日本和韩国等国家,正在进一步推动市场扩张,爱立信与 Verizon 达成的 83 亿美元 5G 基础设施协议等关键伙伴关係关係就证明了这一点。
市场机会:低地球卫星星系
全球低地球轨道 (LEO) 卫星市场预计将经历显着增长,这得益于投资增加、技术进步以及对高清视讯会议、游戏、安全金融交易和远端资产监控等应用日益增长的需求。主要卫星服务供应商正在积极发射利用甚高频 (SHF)通讯系统的 LEO卫星群,以提供高速资料传输、增强的安全性和高效的波束覆盖等优势。 OneWeb 和 SpaceX 等公司是主要企业。 OneWeb 已根据其「5 到 50」计画推出了36 颗 LEO 卫星,使卫星总合达到 648 颗。此外,Larsen & Toubro 正在与印度太空研究组织 (ISRO) 讨论取得製造 LEO 卫星运载火箭的太空技术。国防、电讯、医疗保健、媒体和政府部门对 LEO 卫星日益增长的需求预计将推动 SHF 系统的采用。同时,美国、中国、日本等国的主要通讯业者正在投资 6.0 GHz 以下和毫米波频段,以加速 5G 基础设施的部署。例如,Verizon 与爱立信签订的价值 83 亿美元的合约旨在部署大规模 MIMO 5G 网路。总体而言,这些发展预计将在预测期内推动全球超高频 (SHF)通讯市场的发展。
地缘政治紧张局势加剧对全球甚高频(SHF)通讯市场的影响
不断升级的地缘政治紧张局势可能会阻碍全球超高频 (SHF)通讯市场的成长。一方面,日益增长的国家安全担忧和全球不稳定时期往往导致对安全高速通讯系统的需求激增。这导致对关键军事应用的 SHF 技术的投资增加,例如先进雷达、监视和加密卫星通讯。然而,国际紧张局势也可能扰乱复杂的全球供应链,延迟关键的跨境技术合作,并透过贸易限制和製裁限制基本零件的供应。因此,虽然随着各国优先考虑战略自主和弹性通讯基础设施,SHF 市场有可能在国防领域经历加速成长,但它也面临全球伙伴关係和采购流程中的营运挑战。
北美引领全球SHF通讯市场
受 5G 基础设施、卫星通讯系统和先进国防技术等大量投资的推动,北美目前占据全球甚高频 (SHF)通讯市场的最大份额。主要产业参与者、政府机构和研究机构的存在,以及促进创新和基础设施扩张的支持性法律规范和策略性官民合作关係,进一步加强了这一优势。值得注意的是,美国军费开支不断增加,2020 年增长 4.4%,达到 7,780 亿美元,加速了高频技术在雷达、卫星通讯和监视等关键应用中的应用。国防、航太、通讯和广播领域对安全高速通讯的强劲需求持续推动市场成长,巩固了北美在 SHF通讯的持续领导地位。
竞争格局
全球甚高频 (SHF)通讯市场的主要企业包括圣戈班、日本电气公司、富士通有限公司、英特尔公司、中兴通讯股份有限公司、科巴姆有限公司、爱立信公司、华为技术有限公司、高通公司、NORDAM 集团有限责任公司、诺斯罗普·格鲁曼公司、诺基亚公司、博通电、三星、新通电公司。 Technologies, Inc.。市场参与者众多,导致市场竞争激烈,每家公司都在争取相当大的市场占有率。这些公司正在采用各种策略,包括併购、伙伴关係、合资、授权合约和新产品发布,以进一步增加市场占有率。
本报告透过深入分析,提供了有关全球甚高频 (SHF)通讯市场的成长潜力、未来趋势和驱动因素的资讯。报告也涵盖了影响市场整体规模预测的因素。本报告致力于提供全球甚高频 (SHF)通讯市场的最新技术趋势和产业洞察,以协助决策者做出合理的策略决策。报告还分析了市场的成长动力、挑战和竞争格局。
Global Super High Frequency (SHF) Communication Market Zooming 3X to Reach USD 9.35 Billion by 2031
Global Super High Frequency (SHF) Communication Market is flourishing because of a spurring demand from military and defense sector, widespread smart city and Industrial IoT (IIoT) deployments, and the ongoing advancements and buildout of 5G, mmWave, and satellite connectivity.
BlueWeave Consulting, a leading strategic consulting and market research firm, in its recent study, estimated Global Super High Frequency (SHF) Communication Market size at USD 3.15 billion in 2024. During the forecast period between 2025 and 2031, BlueWeave expects Global Super High Frequency (SHF) Communication Market size to expand at a CAGR of 16.8% reaching a value of USD 9.35 billion by 2031. The growth of Super High Frequency (SHF) Communication Market across the regions is propelled by escalating demand for high-speed, low-latency, and secure communication solutions across critical sectors such as defense, telecommunications, aerospace, and satellite services. Operating within the 3 GHz to 30 GHz frequency range, SHF technology is fundamental to applications like radar systems, 5G networks, satellite internet, and microwave links. Key growth catalysts include the increasing deployment of 5G antennas, the growing reliance on Low Earth Orbit (LEO) satellite constellations for enhanced global broadband coverage (exemplified by OneWeb's and SpaceX's Starlink expansions), and the overall demand for advanced communication infrastructure. Leading companies such as Lockheed Martin, Northrop Grumman, Huawei, Ericsson, and Qualcomm are at the forefront of innovation, developing advanced technologies like phased-array antennas, AI-based optimization, and high-frequency transceivers. Substantial government and private investments in military radar, satellite connectivity, and smart communication systems, particularly in countries like the U.S., China, Japan, and South Korea, are further propelling market expansion, as demonstrated by significant partnerships like the USD 8.3 billion Ericsson-Verizon deal for 5G infrastructure.
Opportunity - LEO Satellite Constellations
The global Low Earth Orbit (LEO) satellite market is expected to grow significantly, driven by rising investments, technological progress, and increasing demand for applications such as HD video conferencing, gaming, secure financial transactions, and remote asset monitoring. Major satellite service providers are actively launching LEO constellations that utilize super high frequency (SHF) communication systems, offering advantages like high data transfer speeds, enhanced security, and efficient beam coverage. Companies such as OneWeb and SpaceX are leading the way, with OneWeb launching 36 LEO satellites under its "five to 50" initiative and planning a total of 648 satellites, while SpaceX aimed to deploy 1,500 Starlink satellites. Additionally, Larsen & Toubro is in discussions with ISRO to acquire space technology for building LEO satellite launch vehicles. The increasing need for LEO satellites across defense, telecom, healthcare, media, and government sectors is expected to boost SHF system adoption. Parallelly, leading telecom providers in countries like the United States, China, and Japan, are investing in sub-6.0 GHz and millimeter-wave spectrum, accelerating 5G infrastructure deployment. For example, Verizon's USD 8.3 billion agreement with Ericsson aims to roll out Massive MIMO 5G networks. Collectively, these developments are expected to drive Global SHF Communication Market over the forecast period.
Impact of Escalating Geopolitical Tensions on Global Super High Frequency (SHF) Communication Market
Intensifying geopolitical tensions could disrupt the growth of Global Super High Frequency (SHF) Communication Market. On one hand, heightened national security concerns and the demand for secure, high-speed communication systems often surge during periods of global instability. This directly drives increased investments in SHF technologies for critical military applications such as advanced radar, surveillance, and encrypted satellite communications. However, strained international relations can concurrently disrupt intricate global supply chains, delay vital cross-border technology collaborations, and limit the availability of essential components due to trade restrictions or sanctions. Consequently, while the SHF market may experience accelerated growth in defense sectors as nations prioritize strategic autonomy and resilient communication infrastructure, it also faces operational challenges in global partnerships and procurement processes.
North America Leads Global SHF Communication Market
North America currently holds the largest share of Global Super High Frequency (SHF) Communication Market. The expansion is fueled by significant investments in 5G infrastructure, satellite communication systems, and advanced defense technologies. This dominance is further strengthened by the presence of key industry players, government agencies, and research institutions, alongside supportive regulatory frameworks and strategic public-private partnerships that foster innovation and infrastructure expansion. Notably, increased military spending in the United States, which rose by 4.4% to USD 778 billion in 2020, is accelerating the adoption of high-frequency technologies in critical applications such as radar, SATCOM, and surveillance, while Canada is rapidly emerging as the fastest-growing SHF market within the region. The persistent demand for secure, high-speed communication across defense, aerospace, telecommunications, and broadcasting sectors continues to propel market growth, solidifying North America's sustained leadership in SHF communication.
Competitive Landscape
Major companies in Global Super High Frequency (SHF) Communication Market include Saint-Gobain, NEC Corporation, Fujitsu Limited, Intel Corporation, ZTE Corporation, Cobham Limited, Ericsson AB, Huawei Technologies Co., Ltd, Qualcomm Incorporated, The NORDAM Group LLC, Northrop Grumman, Nokia Corporation, Broadcom Inc., Samsung Electronics Co., Ltd, Hensoldt, JENOPTIK AG, Raycap, General Dynamics Corporation, Astronics Corporation, and L3Harris Technologies, Inc. The presence of high number of companies intensify the market competition as they compete to gain a significant market share. These companies employ various strategies, including mergers and acquisitions, partnerships, joint ventures, license agreements, and new product launches to further enhance their market share.
The in-depth analysis of the report provides information about growth potential, upcoming trends, and Global Super High Frequency (SHF) Communication Market. It also highlights the factors driving forecasts of total market size. The report promises to provide recent technology trends in Global Super High Frequency (SHF) Communication Market and industry insights to help decision-makers make sound strategic decisions. Furthermore, the report also analyzes the growth drivers, challenges, and competitive dynamics of the market.
*Financial information of non-listed companies can be provided as per availability.
**The segmentation and the companies are subject to modifications based on in-depth secondary research for the final deliverable