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市場調查報告書
商品編碼
1714077
太空雷射通訊市場 - 全球及區域分析:按最終用戶、按應用、按解決方案、按組件、按通訊、按國家 - 分析與預測(2025-2035 年)Space-Based Laser Communication Market - A Global and Regional Analysis: Focus on End User, Application, Solution, Component, Range, and Country - Analysis and Forecast, 2025-2035 |
近年來,由於配備衛星間鏈路(ISL)的第二代衛星的部署,全球空間雷射通訊市場規模顯著成長。
這種成長主要受到人工智慧 (AI)、電子可控天線 (ESA)、小型化和衛星間鏈路(ISL) 等技術的推動,這些技術可以提高地面和太空的通訊性能。此外,OneWeb、SpaceX 和亞馬遜的 Project Kuiper 等低地球軌道(LEO) 和中地軌道 (MEO) 知名企業的巨型衛星群正在影響市場成長。 2024年,星鍊等近地軌道衛星將配備雷射終端。這些衛星將與光學衛星間鏈路(OISL)組成衛星群,以在太空中創建一個強大的網狀網路。 Telesat 的 LightSpeed衛星群也計劃在全面部署時納入光學衛星鏈路,OneWeb 則考慮在其第二階段部署中添加光學鏈路。亞馬遜的柯伊伯衛星群從一開始就被設計成能夠實現衛星間鏈路。知名公司包括 Tesat-Spacecom GmbH & Co.、SKYLOOM、Bridgecomm 和 Mynaric。這些公司正在大力投資研發,以推出創新和先進的雷射終端。市場可以根據最終用戶、應用、解決方案、組件和範圍進行細分,並且隨著主要企業和政府航太機構投資先進技術以獲得更好的性能和效率,預計市場將繼續成長,從而為該領域的成長和創新帶來新的機會。
近年來,全球空間雷射通訊市場經歷了顯著的成長和進步。基於雷射的衛星通訊為將地面網路的功能擴展到衛星網路提供了一個良好的機會,有效地彌合數位落差並實現許多應用。這些應用包括虛擬專用網路、邊緣運算、先進的 5G/6G 服務、與太空的無縫網路連接以及與機載資產的通訊。傳統衛星系統的當前能力無法提供如此廣泛的功能。
此外,預計衛星星系將在預測期內推動市場發展。這些衛星星系提供全面或接近全面的地球覆蓋,確保地球上的任何地方在任何時間都有至少一顆衛星可用。這種連續覆蓋對於通訊、地球觀測、資料中繼和全球定位系統等應用尤其有價值,因為不間斷的連接和資料擷取至關重要。衛星星系的出現將為通訊、太空探勘、氣候監測、監視和安全等眾多產業開闢新的可能性。
太空雷射通訊市場將產生變革性的影響,以更高的資料速率和更低的延遲徹底改變全球通訊網路。該技術將加強太空探勘,實現任務的即時控制,促進透過衛星巨型衛星群實現全球連通,並縮小數位鴻溝。該技術將刺激衛星製造、物聯網和資料分析等領域的創新和機會。此外,它還支持科學研究、環境監測、災害應變等領域的資料主導洞察。這種成長將刺激經濟擴張、創造就業機會和教育進步,同時激發有關安全、監管和永續太空行動的討論。
預計到 2024 年,全球空間雷射通訊市場將由通訊應用主導。空間雷射通訊已成為一項值得關注的技術,預計將提供未來的寬頻通訊解決方案。在推動衛星通訊系統的前沿貢獻者中,TNO佔據著突出的地位。透過與 Hyperion Technologies 合作,TNO 正在積極開發針對小型衛星市場特定需求的 CubeCat 雷射終端。
大量成熟的太空雷射通訊供應商正在推動該地區的市場發展。通用原子公司、Bridgecomm、阿特拉斯太空營運公司和鮑爾航空航太技術公司等該地區領先公司的存在,以及夥伴關係等成長策略,為市場機會鋪平了道路。
美國是各大主要企業生產雷射通訊終端的重點國家之一。美國專注於太空探勘、國家安全和通訊基礎設施,始終處於雷射通訊技術的前沿,不斷探索新的應用,突破太空及其他領域快速、安全和可靠的資料傳輸界限。例如,2022年8月,美國國防高級研究計畫局(DARPA)為其天基自適應通訊節點(Space-BACN)計劃選定了五家商業衛星營運商,包括SpaceX、Telesat、SpaceLink、Viasat和亞馬遜的Kuiper。
全球空間雷射通訊市場的最新趨勢
在全球太空雷射通訊市場中,對強力的安全措施的需求變得更加重要,因為高速、遠距的資料傳輸至關重要。雖然使用雷射通訊的 QKD 系統的應用仍處於早期階段,但該技術正引起政府、金融機構和其他需要保護資料免受攻擊的組織日益成長的興趣。隨著技術的成熟和 QKD 系統成本的下降,預計在預測期內通訊雷射的 QKD 系統的採用將會增加。
雷射訊號可能會因大氣條件而失真,這對實現最佳訊號品質構成重大挑戰。為了解決這個問題,自適應光學系統(通常利用可變形鏡)被用來校正大氣畸變。儘管自適應光學技術有許多優點,但大氣湍流仍然是雷射通訊面臨的持續挑戰。湍流的不可預測性持續導致訊號品質的波動和變化,影響雷射通訊系統的整體性能。
與無線電通訊相比,雷射通訊在從低地球軌道觀測衛星直接向下游傳輸資料方面具有許多優勢。雷射傳輸資料的速度比無線電波快得多,大大增加了從衛星到地面的資料吞吐量。在此過程中,低地球軌道觀測衛星在繞地球運行的過程中捕獲各種類型的資料,例如高解析度影像、環境測量和其他感測器讀數。
產品/創新策略:產品類型幫助讀者了解可以部署的不同類型的組件及其可能性。此外,它還提供了對全球空間雷射通訊市場組件、解決方案和範圍的詳細了解。
成長/行銷策略:全球空間雷射通訊市場正在見證市場主要企業達成的協議、合作和合資企業等重大發展。對該公司有利的策略是簽訂合約以加強其在全球空間雷射通訊市場的地位。例如,2023 年 5 月,Mynaric 宣布已簽署最終協議,將 CONDOR Mk3 終端機出售給 Loft Orbital 的子公司 Loft Federal。 Loft Federal 被選中負責製造、部署和營運太空發展局 (SDA) 實驗測試平台 NExT,利用其終端支援安全可靠的通訊。這些終端的交付主要計劃於 2024 年上半年進行。
競爭策略:本研究分析和描述的全球空間雷射通訊市場的主要企業包括世界上主要的空間雷射通訊組件供應商。此外,還提供了全球天基雷射通訊市場參與企業的詳細市場佔有率分析,幫助讀者了解參與企業之間的情況並呈現清晰的市場格局。此外,夥伴關係、協議和合作等全面的競爭策略可幫助讀者了解市場中尚未開發的收益來源。
本報告研究了全球空間雷射通訊市場,並概述了市場以及最終用戶、應用、解決方案、組件、通訊距離、國家和參與市場的公司概況的趨勢。
Introduction to Global Space-based Laser Communication Market
The global space-based laser communication market has experienced remarkable growth in recent years due to the deployment of second-generation satellites equipped with inter-satellite links (ISL). This growth is primarily driven by technologies such as artificial intelligence (AI), electronically steered antennas (ESAs), miniaturization of parts, and inter-satellite links (ISLs) that enhance communication performance both on the ground and in space. Additionally, the market growth is influenced by mega constellations from notable companies such as OneWeb, SpaceX, and Amazon's Project Kuiper in low Earth orbit (LEO) and medium Earth orbit (MEO). In 2024, the satellites deployed in low orbit, such as those from Starlink, are now incorporating laser terminals. These satellites form a constellation with optical inter-satellite links (OISLs), creating a robust mesh network in space. Telesat's LightSpeed constellation also plans to include optical satellite links upon its full deployment, and OneWeb is considering adding optical links in its phase two rollout. Amazon's Kuiper constellation has been designed from the outset to enable inter-satellite links. Notable companies include Tesat-Spacecom GmbH & Co., SKYLOOM, Bridgecomm, and Mynaric, among others. These companies heavily invest in research and development to introduce innovative and advanced laser terminals. The market can be segmented based on end user, application, solution, component, and range, and it is expected to witness continued growth as key players and government space agencies invest in advanced technologies to enhance performance and effectiveness, leading to new opportunities for growth and innovation in the sector.
Market Introduction
The global space-based laser communication market has witnessed significant growth and advancements in recent years. Laser-based satellite communication offers a promising opportunity to extend terrestrial network functionalities to satellite networks, effectively bridging the digital divide and enabling many applications. These applications encompass virtual private networks, edge computing, advanced 5G/6G services, seamless internet connectivity to and from space, and communication with airborne assets. The current capabilities of conventional satellite systems fall short of providing such extensive functionalities.
Furthermore, satellite constellations are expected to drive the market during the forecast period. These constellations provide global or near-global coverage, ensuring that at least one satellite is available at any time and location on Earth. This continuous coverage is particularly valuable for applications such as telecommunications, Earth observation, data relay, and global positioning systems, where uninterrupted connectivity and data acquisition are essential. The availability of satellite constellations opens new possibilities for a wide range of industries, including telecommunications, space exploration, climate monitoring, surveillance and security, and more.
Industrial Impact
The space-based laser communication market has a transformative impact by revolutionizing global communication networks with higher data rates and lower latency. This technology enhances space exploration, enables real-time control of missions, and fosters global connectivity through satellite mega constellations, bridging digital divides. It drives innovation and business opportunities across sectors such as satellite manufacturing, IoT, and data analytics. Moreover, it supports data-driven insights for scientific research, environmental monitoring, and disaster response. This growth fuels economic expansion, job creation, and educational advancements while prompting discussions on security, regulation, and sustainable space operations.
Market Segmentation:
Segmentation 1: by Application
Communication to Witness the Highest Growth between 2024 and 2035
The global space-based laser communication market is expected to be dominated by the communication application in 2024. Space-based laser communication emerges as a notably auspicious technology poised to offer future broadband communication solutions. Among the forefront contributors in propelling satellite communication systems, TNO occupies a distinguished role. By teaming up with Hyperion Technologies, TNO is actively engaged in the advancement of the CubeCat laser terminal, tailored to cater to the specific demands of the SmallSat market.
Segmentation 2: by End User
Segmentation 3: by Solution
Segmentation 4: by Component
Segmentation 5: by Range
Segmentation 6: by Region
North America to Dominate Global Space-Based Laser Communication Market (by Region)
The presence of a larger number of established space-based laser communication providers is driving the market in the region. The presence of major industry players such as General Atomics, Bridgecomm, Atlas Space Operation, and Ball Aerospace & Technologies within the region with growth strategies such as partnerships are paving the way for market opportunities.
The U.S. is one of the significant countries with various key players producing laser communication terminals. With a strong focus on space exploration, national security, and communication infrastructure, the U.S. remains at the forefront of laser communication technology, continuously exploring new applications and pushing the boundaries of high-speed, secure, and reliable data transmission in space and beyond. For instance, in August 2022, the Defense Advanced Research Projects Agency (DARPA) chose five commercial satellite operators, including SpaceX, Telesat, SpaceLink, Viasat, and Amazon's Kuiper, for its Space-Based Adaptive Communications Node (Space-BACN) project.
Recent Developments in the Global Space-based Laser Communication Market
Demand - Drivers and Limitations
Market Demand Drivers: Deployment of Quantum Key Distribution for Secure Data Exchange
The need for robust security measures becomes even more critical in the global space-based laser communication market, where high-speed and long-range data transmission is essential. The deployment of QKD systems using laser communication is still in its early stages, but there is growing interest in the technology from government agencies, financial institutions, and other organizations that need to protect their data from attack. As the technology matures and the cost of QKD systems decreases, more widespread deployment of QKD systems using laser communication is expected during the forecast period.
Market Challenges: Distortions in Laser Signals during Space-to-Ground Communication
Laser signals can experience distortions due to atmospheric conditions, presenting a significant challenge in achieving optimal signal quality. To address this issue, adaptive optics systems, which often utilize deformable mirrors, are employed to correct for the distortions caused by the atmosphere. Despite the benefits of adaptive optics, atmospheric turbulence remains a persistent challenge for laser communications. The unpredictable nature of turbulence can still lead to fluctuations and variations in signal quality, impacting the overall performance of laser communication systems.
Market Opportunities: Direct Data Downstream from LEO Observation Satellite-to-Ground
Laser communication offers a number of advantages over radio wave communication for direct data downstream from LEO observation satellites. Lasers can transmit data at much higher speeds than radio waves, significantly improving the throughput of data from satellites to the ground. In this process, LEO observation satellites capture various data types, such as high-resolution images, environmental measurements, and other sensor readings during their orbits around the Earth.
How can this report add value to an organization?
Product/Innovation Strategy: The product segment helps the reader understand the different types of components available for deployment and their potential globally. Moreover, the study provides the reader with a detailed understanding of the global space-based laser communication market by component, solution, and range.
Growth/Marketing Strategy: The global space-based laser communication market has seen major development by key players operating in the market, such as contract, collaboration, and joint venture. The favored strategy for the companies has been contracts to strengthen their position in the global space-based laser communication market. For instance, in May 2023, Mynaric announced that it had entered into a definitive agreement for the sale of CONDOR Mk3 terminals to Loft Federal, a subsidiary of Loft Orbital. Loft Federal was selected to produce, deploy, and operate NExT - the Space Development Agency (SDA)'s Experimental Testbed and utilized the terminals to support secure and reliable communications. Terminal deliveries were primarily scheduled for the first half of 2024.
Competitive Strategy: Key players in the global space-based laser communication market analyzed and profiled in the study involve major global space-based laser communication companies providing components. Moreover, a detailed market share analysis of the players operating in the global space-based laser communication market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.
Methodology: The research methodology design adopted for this specific study includes a mix of data collected from primary and secondary data sources. Both primary resources (key players, market leaders, and in-house experts) and secondary research (a host of paid and unpaid databases), along with analytical tools, are employed to build the predictive and forecast models.
Data and validation have been taken into consideration from both primary sources as well as secondary sources.
Key Considerations and Assumptions in Market Engineering and Validation
Primary Research
The primary sources involve industry experts from the defense industry, including satellite manufacturers and satellite operators. Respondents such as CEOs, vice presidents, marketing directors, and technology and innovation directors have been interviewed to obtain and verify both qualitative and quantitative aspects of this research study.
Secondary Research
This study involves the usage of extensive secondary research, company websites, directories, and annual reports. It also makes use of databases, such as Spacenews, Bloomberg, Factiva, Businessweek, and others, to collect effective and useful information for a market-oriented, technical, commercial, and extensive study of the global market.
Secondary research was done to obtain critical information about the industry's value chain, the market's monetary chain, revenue models, the total pool of key players, and the current and potential use cases and applications.
Key Market Players and Competition Synopsis
The companies that are profiled have been selected based on thorough secondary research, which includes analyzing company coverage, product portfolio, market penetration, and insights gathered from primary experts.
Some prominent names established in this market are:
Scope and Definition
Market/Product Definition
Key Questions Answered
Analysis and Forecast Note