国防领域的卫星通讯 - 市场份额分析、产业趋势与统计、成长预测（2024 - 2029 年）

Satellite Communication in the Defense Sector - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 133 Pages | 商品交期: 2-3个工作天内

价格

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简介目录

国防卫星通讯市场预计将从 2024 年的 55.5 亿美元成长到 2029 年的 77.6 亿美元，预测期内（2024-2029 年）CAGR为 6.93%。

主要亮点

卫星通讯正被用于国防工业的大量应用、宽频覆盖范围的扩展、5G通讯系统的建立、各种有线和无线技术的整合和融合、地球观测、国防和安全以及监视应用。
对宽频通讯的需求正在快速增长，并且不限于单一地区。这种需求的例子就是使用者在固定地点和运动中运行的飞机、船舶和车辆上的连接要求。这三个平台需要在其旅行行程中保持持续的连接，这些行程经常经过大城市和人口稀少地区的服务不足部分。预计此类发展将促进市场扩张。
据卫星产业协会（SIA）称，由于GNSS市场和网路设备的扩大，地面设备收入大幅增长，而客户设备投资和资源则持平或略有下降，表明行动卫星通讯（MOST）将成为研究的整体市场的基本增长点。
由于发射卫星传输资料的整个过程高度敏感，网路安全已成为卫星通讯的主要关注点。此外，挑战还在于此类网路安全威胁可能产生的负面影响，因为这些漏洞对任务至关重要。面临网路安全威胁的关键任务漏洞包括发射系统、通讯、遥测、追踪和指挥以及任务完成。卫星通讯在卫星的整个生命週期中对安全网路功能的过度依赖使其成为一个严重的问题，从而阻碍了其采用。
在大流行期间，可以看到通讯卫星为新部署的野战医院提供基本服务。在 COVID-19 期间，有几个人得到了国防和军队的帮助。卫星还提供通讯服务以确保业务连续性，主要用于自助加油站、零售 POS 的信用卡/金融卡授权以及库存管理。

国防部门卫星通讯市场趋势

遥感驱动市场

遥感帮助国防、军事和航空航天提供多种类型的资料。为了避免船舶撞上冰山时沉没，航行船舶使用风浪资讯、航线分析、船舶接近度和 GPS 等遥感技术。许多卫星每天绕着地球运行，收集可用于定位遗失或损坏的飞机的资料。
几千年来，遥感一直被用作一种监视方法。第一次世界大战之前，远端感测器已被使用，将它们连接到热气球并让它们飞越目标城市。遥感是由具有多种功能的专用卫星进行的。光学卫星、雷达成像卫星、紫外线和红外线成像卫星以及讯号拦截通讯卫星只是少数例子。
与传统形式的监视相比，遥感具有显着的优势，因为它可以提供可见光以外的光波长的高解析度影像。这些资料还可用于追踪敌军行动、制定战略决策和评估战术威胁。
由于科学技术的快速发展以及军事活动对其的依赖，对更大连接和更高解析度成像的需求超出了军方使用军方拥有的卫星技术的能力。美国军方作为世界上最大的军队，从那时起就主要依赖商业卫星能力来实现军事目的。
此外，未来几年推动国防部门卫星通讯市场成长的主要因素之一是人工智慧在卫星通讯中在地基监视中的应用。此外，对遥感和监测应用不断增长的需求，以及政府建立间谍卫星网路的计划，将推动市场需求。海上安全风险的增加、国防部门投资的增加以及对世界许多地区政治不稳定的日益担忧正在推动市场。

预计亚太地区成长率最高

该地区正在见证各种创新和研发投资，以加强国防组织的卫星通讯。例如，2021年12月，日本政府批准了2022年5.4兆日圆（472亿美元）的国防开支。这笔资金也将用于购买新的国防装备。
同样，韩国也在大力加强防御能力。 2022 年 4 月，韩国国防计画管理局宣布开发隐形无人机、卫星和其他军事装备，以应对即将到来的威胁。该计划是该国增强国防和安全能力政策优先事项的一部分。韩国已拨款 2,664 亿韩元（2.2 亿美元）支持新型隐形无人机和军事资产的开发。
例如，印度是卫星节目最大的消费者之一，近年来在充分发挥视讯市场潜力方面取得了重大进展。儘管 DTH 在印度非常受欢迎，但 Reliance JIO 等企业的低成本选择正在成为广播领域的竞争对手。根据印度电信监理局统计，截至2021年9月，印度DTH服务用户数为6,889万户；然而，这个数量正在逐渐减少。
据 IBEF（印度品牌股权基金会）称，印度政府一直在尝试增加机场数量，以适应不断扩大的空中交通。截至 2020 年，印度有 153 个营运机场。到 2040 财年，印度计划将营运机场数量增加到 190-200 个。此外，该行业不断增长的需求也增加了现役飞机的数量。到2027年，飞机数量预计将达到1,100架。
由于对机上娱乐的投资不断增加，全球航空卫星通讯 (SATCOM) 市场的定位是改善飞行营运和连接。印度和中国等国家预计将推动航空卫星通讯市场。

国防部门卫星通讯产业概况

卫星通讯市场由多个全球和区域参与者组成，由于许多大型参与者的存在，在竞争激烈的市场空间中争夺注意力。该市场对新参与者设置了很高的进入壁垒，影响了获得吸引力的机会。此市场的特点是产品差异化程度适中、产品渗透率不断提高、竞争水准较高。一般来说，产品是作为硬体提供，使得该产品看起来像是产品服务的一部分。

2022 年1 月－泰雷兹（67%）和李奥纳多（33%）的合资企业泰雷兹阿莱尼亚航太公司（Thales Alenia Space）表示，已与韩国航空航太和国防公司LIG Nex1 签署合同，为其提供先进技术的数位处理器。GEO-KOMPSAT-3 通讯卫星。 Ka 波段灵活宽频通讯系统有效负载包括一个高效、完全可重新编程的数位处理器，该处理器分别透过数位通道器单元 (DCU) 和板载处理单元 (OBPU) 部分结合透明和再生讯号处理。
2022 年 1 月 - 动态定位系统製造商 Navis Engineering 宣布提供 KVH Watch 服务，以实现设备的远端监控；该公司宣布，海事动态定位 (DP) 控制系统製造商 Navis Engineering 已加入 KVH Watch 解决方案合作伙伴计划，提供 KVH Watch 云端连线服务。
2021 年 12 月 - Inmarsat 宣布发射其首颗 Inmarsat-6 卫星 I-6 F1。它是由三菱重工（MHI）从日本 JAXA 种子岛太空中心发射的。这些卫星将为 ELERA 的变革性 L 波段服务提供增强的容量和新技术进步，以及额外的 Global Xpress (GX) 高速宽频容量。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

Key Highlights

Satellite communication is being used for a plethora of applications across the defense industry, an extension of broadband coverage, setting up of 5G communications systems, integration and convergence of diverse wired and wireless technologies, earth observation, defense and security, and surveillance applications.
The need for broadband communications is growing at a fast pace, and it isn't limited to a single region. Connectivity requirements for users' aboard aircraft, ships, and vehicles operating at fixed places and in motion are examples of such demand. These three platforms require constant connectivity along their travel itineraries, which frequently pass through underserved portions of big cities and less populated areas. Such developments are projected to boost the market's expansion.
According to the Satellite Industry Association (SIA), ground equipment revenues have increased significantly due to the expansion of GNSS markets and network equipment, while customer equipment investments and resources have remained flat or slightly declining, indicating that mobile satellite communication (MOST) will become a fundamental growth point of the overall market studied.
Cybersecurity has become a major concern for satellite communication as the entire process of launching a satellite to transmit data is highly sensitive. Further, the challenge lies in the negative impact that such cybersecurity threats can potentially have as the vulnerabilities are mission-critical. The mission-critical vulnerabilities exposed to cybersecurity threats include the launch systems, communications, telemetry, tracking and command, and mission completion. The over-dependency of satellite communication on secure cyber capabilities across the lifespan of the satellite makes it a serious concern, thus, hindering its adoption.
During the pandemic, communications satellites can be seen providing essential services to freshly deployed field hospitals. Several people were helped by the defense and military during COVID-19. Satellites also provided communication services to ensure business continuity, which was mostly used in self-serve petrol stations, credit/debit card authorizations for retail POS, and inventory management.

Defense Sector Satellite Communication Market Trends

Remote Sensing to Drive the Market

Remote sensing aids defense, military, and aerospace in providing many types of data. To avoid sinking when a ship hits an iceberg, navigating ships use remote sensing technology such as wind-wave information, routing analysis, ship proximity, and GPS. Many satellites orbit the Earth every day, collecting data that can be useful in locating lost or destroyed aircraft.
For millennia, remote sensing has been utilized as a surveillance method. Remote sensors were used before the First World War by connecting them to hot air balloons and flying them over target cities. Remote sensing is being carried out by specialized satellites with a wide range of capabilities. Optical satellites, radar imaging satellites, ultraviolet and infrared imagery satellites, and signal intercepting communication satellites are only a few instances.
Remote sensing offers significant advantages over traditional forms of surveillance in that it may provide high-resolution imagery of light wavelengths other than visible light. This data can also be utilized to track enemy force movements, make strategic decisions, and assess tactical threats.
The need for greater connection and higher-resolution imaging was beyond the military's ability to meet using military-owned satellite technologies due to the fast growth of science and technology and the dependency of military activities on it. The United States Military, being the world's largest military, has relied largely on commercial satellite capabilities for military purposes since then.
Furthermore, one of the primary factors driving the satellite communication market growth in the defense sector over the next few years is the application of AI in satellite communication for earth-based surveillance. Furthermore, the rising demand for remote sensing and monitoring applications, as well as governments' plans to establish a network of spy satellites, will drive market demand. Increased seaborne security risks, increased defense sector investments, and growing concerns about political instability in many parts of the world are driving the market.

Asia-Pacific is Projected to Register the Highest Growth Rate

The region is witnessing various innovations and investments in research and development to strengthen satellite communication in defense organizations. For instance, in December 2021, the Japanese government approved JPY 5.4 trillion (USD 47.2 billion) defense spending for 2022. The funding will also be used to buy new defense equipment.
Similarly, South Korea is also rigorously strengthening its defense capabilities. In April 2022, The defense program administration of South Korea announced to development of stealth drones, satellites, and other military equipment to address upcoming threats. This plan is a part of the country's policy priorities to enhance its defense and security capabilities. South Korea has allocated KRW 266.4 billion (USD 220 million) to back the development of new stealth drones and military assets.
India, for example, is one of the largest consumers of satellite programming and has made significant progress in recent years in realizing its full video market potential. Though DTH is immensely popular in India, low-cost options from businesses like Reliance JIO are becoming competitors in the broadcasting space. According to the Telecom Regulatory Authority of India, as of September 2021, there were 68.89 million DTH services subscribers in India; however, this volume is reducing gradually.
According to the IBEF (Indian Brand Equity Foundation), the Government of India has been attempting to increase the number of airports to accommodate expanding air traffic. India had 153 operating airports as of 2020. By FY40, India plans to increase the number of operational airports to 190-200. Furthermore, the sector's growing demand has increased the number of planes in service. By 2027, the number of aircraft is predicted to reach 1,100.
As a result of growing investment in in-flight entertainment, the global aviation satellite communication (SATCOM) market is positioned for improved flight operations and connectivity. Countries like India and China are expected to drive the aviation SATCOM market.

Defense Sector Satellite Communication Industry Overview

The satellite communication market comprises several global and regional players, vying for attention in a highly competitive market space due to the presence of many large players. The market poses high barriers to entry for new players, impacting the opportunities to be able to gain traction. This market is characterized by moderate product differentiation, increasing levels of product penetration, and high levels of competition. Generally, the product is offered as hardware, making the offering look like a part of the product's service.

January 2022 - Thales Alenia Space, a joint venture between Thales (67%) and Leonardo (33%), stated that it had signed a contract with LIG Nex1 Co. Ltd, a South Korean aerospace and defense company, to provide an advanced technology Digital Processor for the GEO-KOMPSAT-3 communications satellite. The Ka-band Flexible Broadband Communication System payload includes an efficient, completely reprogrammable Digital Processor that combines transparent and regenerative signal processing via Digital Channelizer Units (DCU) and On-Board Processing Units (OBPU) portions, respectively.
January 2022 - Navis Engineering, a dynamic positioning systems manufacturer, announced to offer KVH Watch services to enable remote monitoring of equipment; the company announced that Navis Engineering, maritime dynamic positioning (DP) control system manufacturer, has joined the KVH Watch Solution Partner program to offer KVH watch cloud connect services.
December 2021 - Inmarsat announced the launch of its first Inmarsat-6 satellite, I-6 F1. It was launched by Mitsubishi Heavy Industries (MHI) from the JAXA Tanegashima Space Center in Japan. The satellites will offer enhanced capacity and new technological advances for ELERA's transformational L-band services, alongside additional Global Xpress (GX) high-speed broadband capacity.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Threat of New Entrants
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Bargaining Power of Suppliers
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Industry Value Chain Analysis
4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increased Seaborne Threats and Ambiguous Maritime Security Policies
- 5.1.2 Rise in Demand for Military and Defense Satellite Communication Solutions
5.2 Market Restraints
- 5.2.1 Cybersecurity Threats to Satellite Communication
- 5.2.2 Reliance on High-cost Satellite Equipment

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 Ground Equipment
- 6.1.2 Services
6.2 By Application
- 6.2.1 Surveillance and Tracking
- 6.2.2 Remote Sensing
- 6.2.3 Disaster Recovery
- 6.2.4 Other Applications
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia-Pacific
- 6.3.4 Latin America
- 6.3.5 Middle-East and Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Thales Group
- 7.1.2 Inmarsat Communications
- 7.1.3 Iridium Communications Inc.
- 7.1.4 KVH Industries Inc.
- 7.1.5 Orbcomm Inc.
- 7.1.6 Cobham PLC
- 7.1.7 Thuraya Telecommunications Company (Al Yah Satellite Communications Company P.J.S.C)
- 7.1.8 ViaSat Inc.
- 7.1.9 ST Engineering iDirect
- 7.1.10 L3Harris Technologies Inc.