SDS(软体定义卫星)：第三版

由于整个价值链的技术进步，卫星产业的容量需求和容量正在激增。 这种成长是由不断变化的客户需求和季节性波动推动的，推动了地面、云端和卫星网路管理的创新。 为了保持竞争力并获得市场优势，营运商和製造商正在转向 SDS（软体定义卫星）作为设计的关键转变。

全球连接和多样化网路应用对卫星星座的需求不断增长，正在推动卫星製造的成长。 这种成长的特点是硬体标准化和软体功能增强，重点是模组化和适应性强的平台。 虽然非 GEO 星座演变成复杂的网络，但 GEO 卫星有助于更好地协调轨道和频段。 这些多样化的需求带来了机遇，例如发射后自适应任务设定檔、以客户为中心的要求、託管有效负载和卫星即服务 (SataaS)。

主要功能

预测资料

• 世界
• GEO 订单/製造收入
• GEO 发射次数/发射收入
• 非 GEO 订单数量/製造收入
• 非 GEO 发射次数/发射收入

上市公司

• Airbus
• Amazon
• Astranis
• Boeing
• E-space
• Intelsat
• Lockheed Martin
• OneWeb, Saturn Satellite,
• SDA
• SES
• SpaceX
• SWISSto12
• Telesat
• Thaicom
• Thales
• Alenia Space

本报告研究了未来 10 年对 GEO 和非 GEO SDS（软体定义卫星）的需求，包括主要趋势、订单、製造收入、发射、发射收入以及製造商和营运商的策略。我总结。

目录

第 1 章执行摘要

第二章世界趋势

• 全球范围内：超过 23,000 个订单和发布，预计到 2032 年将产生 900 亿美元的收入机会
• GEO：订单接近 200 个，累计製造和上市收入到 2032 年将达到 520 亿美元
• 非 GEO：2032 年 23,000 笔订单累计收入将达到 380 亿美元
• 全球范围内：由于延误、缺货和数量减少，短期收入下降
• 全球：2032年北美和亚洲将占全球柔性通讯卫星製造收入的近47%

第 3 章製造商和营运商策略

• 当前市场状况
• 趋同趋势
• 客户需要客製化服务来增强服务并保持策略优势，从而推动 SDS 的采用
• 行动性为 SDS 部署带来了更高的灵活性要求
• SDS 的采用受到新车队策略、机会和成长的推动，但受到复杂性和转换成本的阻碍
• SDS平台
• SDS：决策树案例研究

第 4 章附录

第 5 章关于作者与 Analysys Mason

Report Summary:

NSR's “Software-Defined Satellites, 3^rd Edition (SDS3) ” report analyzes global demand for flexible, software-defined satellites for GEO & Non-GEO over the next decade.

The satellite industry is witnessing a surge in capacity demand and capabilities due to technological advancements throughout its value chain. This growth is driven by changing customer needs and seasonal fluctuations, prompting innovations in ground, cloud, and satellite network management. To stay competitive and achieve market dominance, operators and manufacturers are turning to software-defined satellites as a significant shift in design. NSR's “Software-Defined Satellites, 3^rd Edition” report offers an in-depth analysis of this market trend, highlighting key manufacturers, their offerings, and the impact on satellite communications over the next decade.

The rising demand for satellite constellations, aimed at global connectivity and diverse network applications, is fueling growth in satellite manufacturing. This growth is characterized by hardware standardization and enhanced software capabilities, emphasizing modular and adaptable platforms. While Non-GEO constellations are evolving into intricate networks, GEO satellites are fostering better coordination across orbits and frequency bands. This varied demand is opening doors for opportunities like adaptable mission profiles post-launch, customer-centric requirements, hosted payloads, and satellite-as-a-service, all of which could benefit from more versatile satellites.

NSR's “SDS3” answers critical questions regarding the Software Defined Satellite market:

• How are software-defined satellites transforming the current satellite communications market?

• What are the primary drivers behind the increasing demand for satellite constellations?

• How are GEO and Non-GEO satellites adapting to the changing demands of the industry?

• In what ways can more flexible satellites better cater to the emerging needs of the satellite market?

Who Should Purchase this Report:

• Investors and Financial Institutions
• Government Agencies
• Satellite Operators
• Satellite Manufacturers and Integrators
• Launch Service Providers
• Launch Vehicle Manufacturers
• Launch Brokers and Integrators
• Sub-system and Component Manufacturers
• Ground Systems Manufacturers and Service Providers
• Regulatory Agencies and Policy Makers
• Data Analytics Companies
• Anyone Seeking the Industry's Most Comprehensive and Actionable Analysis of Global Software-Defined Satellites

Key Features:

NSR's “Software-Defined Satellites, 3^rd Edition (SDS3) ” report provides a comprehensive assessment of the market through an analysis of the communications application, further segmented into 5 regions across all satellite mass categories, all flexibility types, for both GEO and Non-GEO.

Analysis and Assessment Includes:

Forecast Data

• Global
• GEO Orders & Manufacturing Revenues
• GEO Launches & Launch Revenues
• Non-GEO Orders & Manufacturing Revenues
• Non-GEO Launches & Launch Revenues

Companies Mentioned in this Report:

Airbus, Amazon, Astranis, Boeing, E-space, Intelsat, Lockheed Martin, OneWeb, Saturn Satellite, SDA, SES, SpaceX, SWISSto12, Telesat, Thaicom, Thales, Alenia Space.

Table of Contents

Table of Contents

List of Exhibits

About this report

1. Executive Summary

2. Worldwide trends

• 2.1. Worldwide: 23,000+ orders and launches representing a $90 billion revenues opportunity by 2032
• 2.2. GEO: Nearly 200 orders, generating $52 billion in cumulative manufacturing & launch revenues by 2032
• 2.3. Non-GEO: 23,000 "orders" generating $38 billion in cumulative revenues by 2032
• 2.4. Worldwide: Delays, shortages, and lower mass drive down revenues in near-term
• 2.5. Worldwide: North America and Asia will together account for almost 47% of the total flexible communications satellite manufacturing revenue worldwide by 2032

3. Manufacturer & Operator Strategy

• 3.1. State of the Market
• 3.2. Converging Trends
• 3.3. Customers need for tailored offerings to strengthen service and maintain strategic advantage drives adoption of SDS
• 3.4. Mobility driving higher flexibility requirements for adoption of software defined satellites
• 3.5. The adoption of software-defined satellites is driven by new fleet strategies, opportunities and growth but restrained by complexity & switching costs
• 3.6. Software-Defined Satellite Platforms
• 3.7. Software-Defined Satellites: Decision Tree Case Study

4. Appendix

• 4.1. Market Forecasts
  • 4.1.1. Global Communications
  • 4.1.2. GEO Communications
  • 4.1.3. Non-GEO Communications
• 4.2. Definitions
• 4.6 Definitions
• 4.7. Definitions and Overview - Regions and Verticals
• 4.8. Definitions - Acronyms

5. About the authors and Analysys Mason

• 5.1. About the authors
• 5.2. Global leaders in TMT management consulting
• 5.3. Our research services
• 5.4 Our areas of expertise

List of Exhibits

1. Executive Summary

• 1.1. Global Communications Satellites Flexibility

2. Worldwide trends

• 2.1. Global Communications Satellite Flexibility Market
• 2.2. Global Communications Orders, by Flexibility
• 2.3. GEO Communications Orders, by Flexibility
• 2.4. Non-GEO Communications Orders, by Flexibility
• 2.5. Non-GEO Communications Launch and Manufacturing Market, by Flexibility
• 2.6. Global Communications Satellite Flexibility Market Comparison
• 2.7. Global Communications Cumulative 2022-2032 Orders & Manufacturing Revenues

3. Manufacturer & Operator Strategy

• 3.1. GEO Communications Satellite Orders by Operator Region
• 3.2. 2022 GEO Communications Satellite Orders
• 3.3. 2023 GEO Communications Satellite Orders
• 3.4. Software-Defined Satellites: Converging Trends
• 3.5. Software-Defined Satellites: Converging Drivers
• 3.6. Operational requirements driving flexibility
• 3.7. On-board flexibility requirements by application
• 3.8. GEO Satellite Manufacturers Platforms - Flexibility Assessment
• 3.9 Non-GEO Constellations - Flexibility Assessment
• 3.10. GEO Operator Decision Tree

4. Appendix

• 4.1. Global Communications Orders, by Flexibility
• 4.2. Global Fully-Flexible Communications Launch & Manufacturing Market, by Region
• 4.3. Global Partially-Flexible Communications Launch & Manufacturing Market, by Region
• 4.4. GEO Communications Orders, by Flexibility
• 4.5. GEO Fully-Flexible Communications Launch & Manufacturing Market, by Region
• 4.6. GEO Partially-Flexible Communications Launch & Manufacturing Market, by Region
• 4.7. Non-GEO Communications Orders, by Flexibility
• 4.8. Non-GEO Fully-Flexible Communications Launch & Manufacturing Market, by Region
• 4.9. Non-GEO Partially-Flexible Communications Launch & Manufacturing Market, by Region
• 4.10. Characteristics of Software-Defined Satellites