卫星运载火箭 (SLV) 市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球卫星运载火箭市场规模达到 82 亿美元，预计 2025 年至 2034 年期间的复合年增长率为 13.7%。随着全球各地的产业和政府机构都依赖卫星资料进行气候分析、灾害管理、环境评估和农业预报，对地球观测和气象监测的需求不断增长，推动了市场扩张。航空、农业、国防和城市规划对即时、高精度资讯的需求持续推动卫星部署的投资。

技术进步使得卫星发射更加经济高效，使得公司能够开发出满足不同应用的创新发射解决方案。随着卫星通讯网路的整合，电信业正在迅速发展，增强了全球连通性并缩小了偏远地区的数位落差。由于各行各业都依赖卫星驱动的洞察力来进行位置追踪、地图绘製和运输管理，导航和地理空间智慧应用正在进一步推动市场的发展。此外，科学研究部门正利用卫星技术进行太空探索、天文物理研究和环境监测，推动运载火箭技术的进一步投资。

政府和私人企业正在加大对可重复使用火箭技术的关注，优化营运效率同时降低整体成本。各家公司正在竞相开发灵活、快速部署的发射服务，以适应日益增加的商业卫星网路。对小型、高效卫星的需求加速了对具有成本效益、适应性强的发射解决方案的需求，从而进一步扩大了市场成长。

2024 年，低地球轨道 (LEO) 卫星占据市场主导地位，占总营收的 82.9%。它们距离地球较近、发射成本较低、效率较高，成为地球观测、资料传输和全球通讯的首选。对高速宽频连线日益增长的需求刺激了低地球轨道卫星星座的部署，从而引发了频繁且可靠的发射服务。小型卫星技术的不断进步在推动市场扩张方面发挥了重要作用，因为这些紧凑、轻巧的卫星为电信到国防等各个行业提供了经济高效、多功能的解决方案。

推进系统部门正在经历最快的成长，预计预测期内的复合年增长率为 15.2%。推进技术对于确保卫星准确定位至关重要，推动液体、固体、混合和电力推进系统的采用以提高性能和效率。可再填充火箭发动机和低温动量等创新正在提高燃料利用率和加速能力，为更具成本效益和可持续性的卫星发射铺平了道路。

北美将主导卫星运载火箭市场，预计到 2034 年营收将达到 125 亿美元。在政府倡议和蓬勃发展的商业部门的推动下，该地区在航天发射基础设施方面处于领先地位。美国国家航空暨太空总署和国防部等机构正在支持私人企业开发可重复使用且经济实惠的发射解决方案。小型卫星发射数量的不断增加、太空探索计画的不断扩大以及对商业卫星网路的依赖日益增加，正在加强市场扩张。可重复使用火箭技术增强了任务灵活性，同时大幅降低了成本，使北美成为全球卫星发射进步的关键参与者。

目录

第 1 章：方法论与范围

• 市场范围和定义
• 基础估算与计算
• 预测计算
• 资料来源
  • 基本的
  • 次要
    • 付费来源
    • 公共资源

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 供应商概况
• 利润率分析
• 重要新闻及倡议
• 监管格局
• 衝击力
  • 成长动力
    • 对卫星通讯和物联网连接的需求不断增加
    • 可重复使用火箭技术的进步降低了发射成本
    • 扩大私人企业的商业太空探索投资
    • 政府在国家安全和国防卫星方面的支出不断增加
    • 全球地球观测和天气监测需求不断增长
  • 产业陷阱与挑战
    • 卫星发射基础设施需要高资本支出
    • 监管挑战和获取发射许可证的延迟
• 成长潜力分析
• 波特的分析
• PESTEL 分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第五章：市场估计与预测：依车型，2021-2034 年

• 主要趋势
• 小型 (<350,000 公斤)
• 中型至重型 (>350,000 kg)

第 6 章：市场估计与预测：按有效载荷，2021 年至 2034 年

• 主要趋势
• <500公斤
• 500-2,500公斤
• >2,500公斤

第 7 章：市场估计与预测：按 Orbit，2021 年至 2034 年

• 主要趋势
• 低地球轨道（LEO）
• 中地球轨道（MEO）
• 地球静止轨道（GEO）

第 8 章：市场估计与预测：按发布时间，2021 年至 2034 年

• 主要趋势
• 一次性使用/消耗品
• 可重复使用的

第 9 章：市场估计与预测：按阶段，2021-2034 年

• 主要趋势
• 单级
• 两阶段
• 三阶段

第 10 章：市场估计与预测：按子系统，2021 年至 2034 年

• 主要趋势
• 结构
• 导引、导航和控制系统
• 推进系统
• 遥测、追踪与指挥系统
• 电力系统
• 分离系统

第 11 章：市场估计与预测：按地区，2021 年至 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中东及非洲
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第 12 章：公司简介

• Arianespace
• Blue Origin
• Boeing Defense, Space & Security
• Firefly Aerospace
• ISRO (Indian Space Research Organisation)
• Lockheed Martin Corporation
• Mitsubishi Heavy Industries, Ltd.
• Northrop Grumman Corporation
• Relativity Space
• Rocket Factory Augsburg (RFA)
• Rocket Lab USA, Inc.
• SpaceX
• United Launch Alliance (ULA)
• Virgin Orbit

The Global Satellite Launch Vehicle Market reached USD 8.2 billion in 2024 and is projected to expand at a CAGR of 13.7% between 2025 and 2034. Increasing demand for Earth observation and weather monitoring is fueling market expansion, as industries and government agencies worldwide rely on satellite data for climate analysis, disaster management, environmental assessment, and agricultural forecasting. The need for real-time, high-precision information in aviation, agriculture, national defense, and urban planning continues to drive investments in satellite deployment.

Technological advancements are making satellite launches more cost-effective and efficient, enabling companies to develop innovative launch solutions that cater to diverse applications. The telecommunications sector is rapidly evolving with the integration of satellite-based communication networks, enhancing global connectivity and bridging digital divides in remote regions. Navigation and geospatial intelligence applications are further bolstering the market, as industries depend on satellite-driven insights for location tracking, mapping, and transportation management. Additionally, the scientific research sector is leveraging satellite technology for space exploration, astrophysics studies, and environmental monitoring, propelling further investments in launch vehicle technology.

Governments and private enterprises are intensifying their focus on reusable rocket technology, optimizing operational efficiency while reducing overall costs. Companies are competing to develop flexible, rapid-deployment launch services that accommodate the growing number of commercial satellite networks. The demand for smaller, highly efficient satellites has accelerated the need for cost-effective, adaptable launch solutions, further amplifying market growth.

Low Earth orbit (LEO) satellites dominated the market in 2024, accounting for 82.9% of total revenue. Their proximity to Earth, lower launch costs, and high efficiency make them the preferred choice for Earth observation, data transmission, and global communications. The increasing demand for high-speed broadband connectivity has spurred the deployment of LEO satellite constellations, prompting frequent and reliable launch services. Ongoing advancements in small satellite technology have played a significant role in driving market expansion, as these compact, lightweight satellites offer cost-effective, versatile solutions for industries ranging from telecommunications to defense.

The propulsion systems segment is experiencing the fastest growth, with a projected CAGR of 15.2% over the forecast period. Propulsion technologies are crucial in ensuring accurate satellite placement, driving the adoption of liquid, solid, hybrid, and electric propulsion systems to enhance performance and efficiency. Innovations such as refillable rocket engines and cryogenic momentum are improving fuel utilization and acceleration capabilities, paving the way for more cost-effective and sustainable satellite launches.

North America is set to dominate the satellite launch vehicle market, with projections indicating USD 12.5 billion in revenue by 2034. The region leads in space launch infrastructure, driven by government initiatives and a thriving commercial sector. Agencies such as NASA and the Department of Defense are backing private industry efforts to develop reusable and affordable launch solutions. The growing number of small satellite launches, expanding space exploration programs, and increasing reliance on commercial satellite networks are strengthening market expansion. Reusable rocket technology is enhancing mission flexibility while significantly reducing costs, making North America a key player in global satellite launch advancements.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Increasing demand for satellite-based communication and IoT connectivity
    • 3.6.1.2 Advancements in reusable rocket technology reducing launch costs
    • 3.6.1.3 Expanding commercial space exploration investments from private companies
    • 3.6.1.4 Growing government spending on national security and defense satellites
    • 3.6.1.5 Rising demand for global Earth observation and weather monitoring
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 High capital expenditure required for satellite launch infrastructure
    • 3.6.2.2 Regulatory challenges and delays in obtaining launch licenses
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021-2034 (USD Million)

• 5.1 Key trends
• 5.2 Small (<350,000 kg)
• 5.3 Medium to Heavy (>350,000 kg)

Chapter 6 Market Estimates & Forecast, By Payload, 2021-2034 (USD Million)

• 6.1 Key trends
• 6.2 <500 kg
• 6.3 500-2,500 kg
• 6.4 >2,500 kg

Chapter 7 Market Estimates & Forecast, By Orbit, 2021-2034 (USD Million)

• 7.1 Key trends
• 7.2 Low Earth Orbit (LEO)
• 7.3 Medium Earth Orbit (MEO)
• 7.4 Geostationary Orbit (GEO)

Chapter 8 Market Estimates & Forecast, By Launch, 2021-2034 (USD Million)

• 8.1 Key trends
• 8.2 Single-use/Expendable
• 8.3 Reusable

Chapter 9 Market Estimates & Forecast, By Stage, 2021-2034 (USD Million)

• 9.1 Key trends
• 9.2 Single stage
• 9.3 Two stage
• 9.4 Three stage

Chapter 10 Market Estimates & Forecast, By Subsystem, 2021-2034 (USD Million)

• 10.1 Key trends
• 10.2 Structure
• 10.3 Guidance, Navigation & Control systems
• 10.4 Propulsion systems
• 10.5 Telemetry, Tracking & Command systems
• 10.6 Electrical power systems
• 10.7 Separation systems

Chapter 11 Market Estimates & Forecast, By Region, 2021-2034 (USD Million)

• 11.1 Key trends
• 11.2 North America
  • 11.2.1 U.S.
  • 11.2.2 Canada
• 11.3 Europe
  • 11.3.1 UK
  • 11.3.2 Germany
  • 11.3.3 France
  • 11.3.4 Italy
  • 11.3.5 Spain
  • 11.3.6 Russia
• 11.4 Asia Pacific
  • 11.4.1 China
  • 11.4.2 India
  • 11.4.3 Japan
  • 11.4.4 South Korea
  • 11.4.5 Australia
• 11.5 Latin America
  • 11.5.1 Brazil
  • 11.5.2 Mexico
• 11.6 MEA
  • 11.6.1 South Africa
  • 11.6.2 Saudi Arabia
  • 11.6.3 UAE

Chapter 12 Company Profiles

• 12.1 Arianespace
• 12.2 Blue Origin
• 12.3 Boeing Defense, Space & Security
• 12.4 Firefly Aerospace
• 12.5 ISRO (Indian Space Research Organisation)
• 12.6 Lockheed Martin Corporation
• 12.7 Mitsubishi Heavy Industries, Ltd.
• 12.8 Northrop Grumman Corporation
• 12.9 Relativity Space
• 12.10 Rocket Factory Augsburg (RFA)
• 12.11 Rocket Lab USA, Inc.
• 12.12 SpaceX
• 12.13 United Launch Alliance (ULA)
• 12.14 Virgin Orbit