太空经济全球市场：第三版

本报告为读者提供了整体太空经济的视图，分为三个部分：基础设施、应用和电信，并提供了 10 年的收入展望。

第三版 NSR 全球太空经济市场回答了以下关键问题：

• 太空经济的大商机在哪里？
• 基础设施投资何时会转变为基于服务的收入？
• 当前的宏观经济不利因素是否会影响长期增长形象？
• 非地球观测卫星是否会取代地球观测卫星成为重要的价值创造轨道？
• 是否有机会提供设备直销服务？

内容

第 1 章全球太空经济市场执行摘要

• 概览
• 区域展望
• 1.4 万亿美元的机会

第 2 章主要发现

• 新应用和连接
• 增长绩效比较

第 3 章问题与建议

• 短期逆风
• 连通性作为增长引擎
• 2022 年的预测
  • 继续在卫星通信市场进行併购
  • 第二波卫星到设备的直接贸易
  • 星舰战略
• 全球太空经济的三大增长机会
• 2031 年的建议

第四章附录

• 预测概览
• 卫星和空间基础设施
• 卫星和空间应用
• 卫星/空间通信
• 定义
• 更改日誌

Report Summary:

NSR's “Global Space Economy, 3^rd Edition (GSE3) ” report provides readers an exclusive market view of the entire space economy. After years of unbridled growth, the Satellite and Space markets are seeing and feeling the market slowdown felt across the globe - or are they?

NSR's provides unparalleled insights on first-order revenues from the launching, manufacturing, and sale of space-based services. “GSE3 ” focuses on the revenue outlook over the period of 10 years, split into three segmentations: Infrastructure, Applications, and Communications.

NSR's GSE3 answers these key questions:

• Where are the major opportunities in the space economy?

• When will infrastructure investments transition to service-based revenues?

• Are current macroeconomic headwinds challenging the long-term growth picture?

• Will Non-GEO displace GEO as a key orbit for value creation?

• What is the opportunity for direct-to-device services?

Who Should Purchase this Report:

• Venture Capital Analysts/Managers
• Business Strategy Mangers
• SATCOM Service Providers
• National Space Agencies (Business Incubation)
• Launch Providers
• Government and Military Organizations

NSR Difference

An often over-hyped market, especially with the recent pasts' influx of investor money, 'NewSpace' companies and wealthy 'players'; NSR offers an unbiased, focused view on the pure-space opportunity. NSR clients benefit from our unparallelled research library and decades of working directly with the industry's key players. This knowledge and insight gives NSR, and our clients the edge to see past the hype.

Key Features:

Covered in this Report:

• NEW in this Edition - A new report format approach highlighting challenges, key drivers, and NSR predictions.

• 3 verticals - Infrastructure, Application, and Communications.

• Forecasts for 10 Regions - Global, North America, Europe, Middle East & Africa, Asia, and Ocean regions.

• A unified and harmonized dataset leveraging NSR's comprehensive research library.

Report Segmentation:

• Satellite & Space Infrastructure - Focused on the manufacturing and launching opportunities in the space sector.

• Satellite & Space Applications - Earth Observation, M2M/IoT, Big Data and other application-centric use-cases and revenue streams.

• Satellite & Space Communications - Satellite connectivity opportunities, including the growing direct-to-device segment.

Companies included in this Report:

SpaceX Starlink, OneWeb, ViaSat, Canadian Space Agency, Indian Ministry of Defense, European Space Agency, SES, National Institute of Standards and Technology, Inmarsat, Eutelsat, T-Mobile, Globalstar, Apple, Samsung, Iridium, KT, NASA, AquarianSpace, AALYRIA, L3Harris.

Table of Contents

1. Global Space Economy Executive Summary

• 1.1. Overview
• 1.2. Regional Outlook
• 1.3. A $1.4 Trillion Opportunity

2. Key Findings

• 2.1. Emerging Applications and Connectivity Plays
• 2.2. Historical Growth Comparisons

3. Challenges and Recommendations

• 3.1. Near-term Headwinds
• 3.2. Connectivity is the Growth Engine
• 3.3. Predictions from 2022
  • 3.3.1. M&A will continue in SATCOM Markets
  • 3.3.2. A Second Wave of Direct Satellite-to-Device Deals
  • 3.3.3. Starship Strategy
• 3.4. 3 Big Growth Opportunities in the Global Space Economy
• 3.5. Recommendations to 2031

4. Appendix

• 4.1. Forecast at-a-glance
• 4.2. Satellite & Space Infrastructure
• 4.3. Satellite & Space Applications
• 4.4. Satellite & Space Communications
• 4.5. Definitions
• 4.6. Changelog

List of Exhibits

1. Global Space Economy Executive Summary

• 1.1. Global Space Economy Summary
• 1.2. Table of Regional Revenues
• 1.3. NSR's Global Space Economy Revenues, 2021 to 2031 (USD$B)

2. Key Findings

• 2.1. Global Space Economy Market (USD$B), 2021 to 2031
• 2.2. NSR's Global Space Economy Historical Forecasts, 2019 to 2031

3. Challenges and Recommendations

• 3.1. Global Space Economy Historical Yearly Revenue (USD$B)
• 3.2. Global Space Economy SATCOM Verticals Breakdown, 2021 to 2031 (USD$B)
• 3.3. SATCOM Supply Breakdown (Gbps)
• 3.4. Economies of Scale on the Launchpad-Cost per Mbps per Month to Orbit per Satellite by Throughput.
• 3.5. Global GEO-HTS & Non-GEO-HTS Bandwidth Supply (in Gbps)
• 3.6. 1,444,039 Gbps Non-GEO "Filed" Supply as of 2022
• 3.7. Mobility Market Breakdown
• 3.8. Mobility Regional Breakdown
• 3.9. Mobility Segmentation Breakdown
• 3.10. Global Satellite Order and Launches
• 3.11. 2021 Launch Market Share (%)
• 3.12. Global Manufacturing and Launch Revenue
• 3.13. Applications Market Opportunity Growth Rate (%)
• 3.14. Infrastructure Market Opportunity Growth Rate (%)
• 3.15. Communications Market Opportunity Growth Rate (%)

4. Appendix

• 4.1. Global Space Economy Forecast, 2021 to 2031 (USD$B)
• 4.2. Global Space Economy Cumulative Outlook (USD$B)
• 4.3. Global Space Economy Regional Breakdown (USD$B)
• 4.4. Satellite & Space Infrastructure Market Segmentation, Current vs. Previous Edition
• 4.5. Spotlight: Crew & Cargo (USD$B), '21 to '31
• 4.6. Infrastructure Regional Breakdown (USD$B)
• 4.7. Satellite & Space Infrastructure Segment Revenues, 2021 to 2031 (USD$B)
• 4.8. Satellite & Space Infrastructure Orbital Breakdown ('21 to '31)
• 4.9. Satellite & Space Applications Market Segmentation, Current vs. Previous Edition
• 4.10. Spotlight: EO Information Products (USD$B), '21 to 31
• 4.11. Applications Regional Breakdown (USD$B)
• 4.12. Satellite & Space Applications Segment Revenues (USD$B)
• 4.13. Satellite & Space Applications Orbital Breakdown ('21 to '31)
• 4.14. Satellite & Space Communications Market Segmentation, Current vs. Previous Edition
• 4.15. Spotlight: Mobility and the Satellite-to-Device Opportunity
• 4.16. Communications Regional Breakdown (USD$B)
• 4.17. Satellite & Space Communications Segment Revenues (USD$B)
• 4.18. Satellite & Space Communications Orbital Breakdown ('21 to '31)