全球卫星产业现况及展望：2025 年主要发展趋势及 2026 年展望

预计到 2026 年，全球卫星市场规模将达到 3,920 亿美元。随着 Starlink 持续将其卫星宽频和直接到小区 (D2C) 服务扩展到新兴市场，竞争预计将会加剧。这促使中地球轨道 (MEO)、高地球轨道 (HEO) 和地球静止轨道 (GEO) 卫星营运商加速多轨道部署策略，以应对 Starlink 日益增长的影响力。

与此同时，6G 的早期部署正在推进。随着全球卫星服务市场的快速扩张，台湾製造商正将生产基地转移到东南亚，并增加关键卫星零件的出货量。

主要亮点

• 在竞争加剧的背景下，全球卫星市场预计将显着成长。
• Starlink 将卫星宽频和直接面向消费者的服务扩展到新兴市场，迫使竞争对手加快其多轨道战略的部署。
• MEO/HEO/GEO 营运商正在加速部署，以挑战 Starlink 的主导地位。
• 早期 6G 部署与全球卫星服务的快速扩张同步进行。
• 台湾製造商正在将生产转移到东南亚，同时增加关键卫星零件的出货量。

本报告分析了全球卫星市场的趋势，总结了主要供应商的策略以及关键技术的展望。

目录

第一章：2025年全球卫星产业展望

第二章：2026年技术趋势及主要厂商策略

第三章：2026年影响全球卫星产业的关键问题

第四章：TRI的观点

The global satellite market is expected to reach $392 billion in 2026. Competition will intensify as Starlink continues expanding satellite broadband and direct-to-cell (D2C) services into emerging markets, prompting MEO/HEO/GEO satellite operators to accelerate multi-orbit deployment strategies to counter Starlink's growing influence.

Meanwhile, early-stage 6G deployment is underway. As global satellite service markets rapidly scale, Taiwanese manufacturers are shifting production bases to Southeast Asia while increasing shipments of key satellite components.

Key Highlights

• Global satellite market anticipates substantial growth amid intensifying competition.
• Starlink expands satellite broadband and direct-to-cell services into emerging markets, driving rivals to hasten multi-orbit strategies.
• MEO/HEO/GEO operators accelerate deployments to counter Starlink's dominance.
• Early-stage 6G deployment progresses alongside rapid scaling of global satellite services.
• Taiwanese manufacturers relocate production to Southeast Asia while boosting shipments of essential satellite components.

Table of Contents

1. Review of the Global Satellite Industry in 2025

• Table 1: 2025 Deployment Status of Major Global Satellite Operators in Emerging Markets
• Figure 1: Estimated Number of Starlink Users in Key Markets (2024-2026)
• Table 2: Status of D2C Service Launches by T-Mobile, Rogers Communications, au, and Rakuten Communications

2. Technology Trends and Major Vendor Strategies in 2026

• Figure 2: 2022-2026 Global Satellite Market Value Forecast
• Table 3: Development of Multi-Orbit Satellite Applications by MEO/GEO Operators
• Figure 3: SoftBank's Wireless Optical Communications & NTN Integrated Test Scenario
• Figure 4: 6G Deployment Validation by ETRI
• Table 4: Overview of Taiwanese Satellite Component Suppliers' Key Deployments in 2026

3. Key Issues Shaping the Global Satellite Industry in 2026

4. TRI's View