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市場調查報告書
商品編碼
2100753

衛星組件及零件：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031）

Satellite Parts and Components - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 169 Pages | 商品交期: 2-3個工作天內

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簡介目錄

根據 Mordor Intelligence 預測，衛星零件市場規模將從 2025 年的 406.6 億美元成長到 2026 年的 442.8 億美元，然後在 2031 年達到 680.5 億美元，2026 年至 2031 年的複合年成長率為 8.97%。

衛星零件市場-IMG1

本報告按子系統（太陽能電池陣列和電源硬體、結構、線束和機構、推進硬體和推進劑等）、組件（硬體和軟體）、應用（通訊、導航、地球觀測等）以及地區（北美、歐洲、亞太地區等）進行細分。市場預測以價值（美元）表示。

全球衛星組件及零件市場趨勢與洞察

低地球軌道寬頻衛星群的快速擴張

低地球軌道寬頻的部署正在重新定義整個衛星零件市場的製造速度和組件標準化。商業營運商正在擴大生產線規模並整合高吞吐量交聯，從而推動對相位陣列、電氣推進和抗輻射計算的需求。據報道，亞馬遜的「柯伊伯計畫」（Project Kuiper）已於2026年進行了初步服務演示，證實了具備星間光鏈路能力的大規模組裝。這徵兆關鍵任務組件正在進入大規模生產階段。空中巴士宣布訂單22億歐元（25.9億美元）的440顆下一代衛星，以提高在軌訊號處理能力。這擴大了空間認證FPGA和高吞吐量數位處理器的潛在市場。區域性項目也在推動這一趨勢，例如上海的G60計劃，該計劃重點展示了大規模部署，這將推動對標準化總線和推進套件的需求。這些協同效應創造了可預測和持續的需求模式，使各個層級的供應商都能投資於適合航太領域公差的自動化和品管系統。

衛星載具的標準化和大規模生產

製造商正利用模組化匯流排模板和積層製造技術來精簡零件數量和模具，從而縮短衛星零件市場的整合週期。波音公司宣布推出3D列印太陽能電池陣列基板，旨在將複合材料的製造時間縮短至多六個月，並報告稱已在其航太產品組合中交付了超過15萬個3D列印零件。這表明該技術已從原型階段發展到量產級的飛行硬體，並且日益成熟。日本太空戰略基金已撥款用於提升太陽能電池、蓋板玻璃和陣列等關鍵部件的品質、成本和交付（QCD），以支持國內標準化，從而在無需客製化返工的情況下滿足國防標準。隨著匯流排平台整合到通用介面，結構件、線束和電源模組組件的供應商可以透過靈活的半自動化生產線擴大生產規模，從而降低重新認證成本。這種模式借鑒了相鄰領域的大量生產方法，同時保持了飛行系統可追溯性和可靠性的基本要求。從長遠來看，標準化將帶來相容的子系統，從而緩解需求波動並降低營運資金需求。

高可靠性（High-Rel）認證零件短缺，前置作業時間。

航太級專用電子元件和材料持續面臨供應限制，導致組裝進度延誤，並減緩衛星零件市場的短期成長。對先進記憶體、封裝和抗輻射加固裝置的需求，加劇了與相關產業的競爭，限制了晶圓代工廠和模組生產線應對需求激增的能力。由於認證供應商數量有限，一些小眾光終端、加密設備和特定推進組件的供應中斷會影響整體進度。為應對此問題，主承包商正在擴大整合和檢測空間，以便並行作業，並在零件到貨後提高處理能力。在地面專案階段，雲端原生架構和敏捷發布週期也受到重視，以確保在清理飛行硬體積壓的同時，任務進度能夠按計畫進行。未來，進一步的標準化和雙源採購策略有望緩解瓶頸，但就目前而言，高可靠性產品的開發仍將受到顯著影響。

細分市場分析

預計到2025年，推進硬體和推進劑將佔據33.76%的市場佔有率，並在2031年之前以10.22%的複合年成長率成長，成為衛星組件市場中成長最快的子系統。在低地球軌道（LEO）衛星群中，持續軌道維持和高效的軌道轉換至關重要，而霍爾效應推進器和離子推進器等電推進方案正不斷擴大市場佔有率。為滿足報廢處置計畫的要求，設計方正致力於提高推進劑儲備和姿態控制邏輯的可靠性。光交聯和網狀佈線技術的擴展推動了軌道上升和衰減的需求，這與電力推進的特性相契合。同時提供化學推進和電力推進的供應商正專注於靈活的介面，以實現跨各種任務剖面的總線級可配置性。隨著生產批次的增加和檢測資料的積累，推進系統與總線航空電子設備和容錯電源架構的整合正在提高系統級可靠性。

推進系統領域的成長主要受永續性要求和對精確報廢控制需求日益成長的架構的推動。美國聯邦通訊委員會 (FCC) 2024 年五年退軌標準強制要求營運商必須制定基於推進系統的退役計劃，這影響了化學推進器和電推進器的尺寸和冗餘度。衛星組件產業也正在試驗新型推進劑和供應系統，以提高比衝，同時又不影響可製造性。隨著大規模生產的推進，採購將優先考慮具有成熟抗輻射性能、長壽命陰極以及批次間認證測試結果一致的組件。主要系統整合商產能的擴大，以及不同推進器類型和認證組件並行生產線的投入使用，將縮短生產週期。在整個預測期內，衛星組件市場預計將出現推進系統供應商的整合，整合的核心是能夠滿足監管合規性和移動性需求的可擴展模組。

區域分析

到2025年，北美將以39.54%的市佔率佔據榜首。這得益於國防和民用航太項目，這些項目支撐著衛星航電、推進系統、電源和通訊有效載荷的穩定採購。在美國太空發展局（SDA）的運輸和追蹤層，分散式低地球軌道（LEO）架構已授予多供應商分批契約，將訂單分配給主要製造商和專業製造商，同時增強了大規模生產能力。主要需求承包商正在擴展其整合和檢驗能力，以適應大規模的平行工作流程，從而促進從開發到生產的平穩過渡。在地面段的現代化改造中，正在整合雲端原生方法來增強分散式架構的指揮與控制。在法規環境，軌道碎片相關的合規性和技術管理受到重視，這影響了組件規格，並增加了採購中對任務保障的需求。該地區的供應商受益於貫穿整個預算週期的政府支持計劃。

亞太地區預計將成為成長最快的地區，到2031年年均複合成長率將達到11.73%，主要得益於各國政府大力推動衛星星系建設和提升國內零件製造能力的計畫。中國的大規模低地球軌道（LEO）計畫和區域製造舉措正在擴大標準化衛星平台和子系統的訂單，而公共部門計畫也預示著產能將持續成長。日本的太空戰略基金正致力於發展太陽能電池、蓋板玻璃、陣列及相關組件的國內生產，其品質和抗輻射性能目標將同時滿足商業和國防任務的需求。區域發射運營商和系統整合商繼續專注於支援模組化組件生態系統的中小型衛星。隨著供應鏈日益本地化，區域內的認證和檢驗基礎設施也不斷改進，預計國產衛星的發射時間將縮短。這些發展，加上日益完善的標準整合，使亞太地區的供應商具備了在全球訂單競爭中佔優勢的實力。

在歐洲，受氣候監測、安全通訊和主權衛星星系計畫的推動，市場對太空船平台和有效載荷的需求保持穩定，持續推動相關投資。歐洲太空總署的「零碎片憲章」和太空碎片清除計畫正在影響組件尺寸和報廢處理能力，為推進、導引和結構部件提供支援。歐洲領先的製造商正不斷最佳化運營，並推動積層製造、數位有效載荷和光終端等領域的技術升級，以提升其在成本和性能方面的競爭力。安全通訊和國防主導的項目正在為密碼技術、抗輻射電子裝置和光交聯供應商拓展商機。總體而言，區域性計畫和政府支持的任務正在持續創造對組件的需求，而標準化則正在提升整個價值鏈的效率。

其他福利

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章：引言

  • 研究假設和市場定義
  • 調查範圍

第2章：調查方法

第3章執行摘要

第4章 主要產業趨勢

  • 衛星小型化
  • 衛星質量和發射統計數據分析
  • 太空計畫支出的分析

第5章 市場狀況

  • 市場概覽
  • 市場促進因素
    • 低地球軌道（LEO）寬頻衛星星系的快速擴張
    • 衛星載具（總線）的標準化和大規模生產
    • 在國防領域採用商用現成（COTS）組件
    • 射頻元件和結構元件的3D列印
    • 在小型衛星上採用光衛星間鏈路（OISL）的過往記錄
    • 航太領域的永續性要求正在推動對脫軌套件的需求。
  • 市場限制因素
    • 高可靠性和認證零件供不應求，前置作業時間長。
    • 耐輻射半導體面臨關稅和出口限制的風險
    • 與軌道碎片相關的損害賠償責任正在推高保險費和設計成本。
    • 使用下一代大型巴士進行超重型貨物運輸的啟動延誤風險
  • 價值鏈分析
  • 監理情勢
  • 技術展望
  • 波特五力分析

第6章 市場規模與成長預測

  • 按子系統
    • 太陽能電池陣列和電源硬體
    • 結構、裝置和機制
    • 推動硬體和推進劑
    • 衛星載具和子系統
  • 按組件
    • 硬體
    • 軟體
  • 透過使用
    • 溝通
    • 導航
    • 地球觀測
    • 空間觀測
    • 其他
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 俄羅斯
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太國家
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美國家
    • 中東和非洲
      • 中東
        • 以色列
        • 沙烏地阿拉伯
        • 土耳其
        • 其他中東國家
      • 非洲
        • 南非
        • 其他非洲地區

第7章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • AAC Clyde Space AB
    • GomSpace
    • Airbus SE
    • BAE Systems plc
    • The Boeing Company
    • General Dynamics Corporation
    • Honeywell International Inc.
    • Jena-Optronik GmbH
    • L3Harris Technologies, Inc.
    • Lockheed Martin Corporation
    • Mitsubishi Electric Corporation
    • Northrop Grumman Corporation
    • OHB SE
    • Redwire Corporation
    • Sener Engineering Group
    • Sierra Space Corporation
    • Thales Group

第8章 市場機會與未來展望

  • 對未開發市場和未滿足需求的評估
簡介目錄
Product Code: 50001258

According to Mordor Intelligence, the satellite parts and components market size is expected to grow from USD 40.66 billion in 2025 to USD 44.28 billion in 2026, and is forecasted to reach USD 68.05 billion by 2031 at an 8.97% CAGR over 2026-2031.

Satellite Parts and Components - Market - IMG1

This report is Segmented by Subsystem (Solar Array and Power Hardware, Structures, Harness and Mechanisms, Propulsion Hardware and Propellant, and More), Component (Hardware and Software), Application (Communication, Navigation, Earth Observation, and More), and Geography (North America, Europe, Asia-Pacific, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Satellite Parts and Components Market Trends and Insights

Rapid Proliferation of LEO Broadband Constellations

LEO broadband deployments are resetting build cadence and component standardization across the satellite parts and components market. Commercial operators are scaling production lines and embedding higher-throughput crosslinks, which lifts demand for phased arrays, electric propulsion, and radiation-tolerant compute. Amazon's Project Kuiper reported early service demonstrations in 2026 and confirmed high-volume assembly with optical inter-satellite link capability, a signal that mission-critical components are entering a repeatable manufacturing regime. Airbus disclosed a EUR 2.2 billion (USD 2.59 billion) award for 440 next-generation satellites that move more signal processing onboard, expanding the addressable market for space-qualified FPGAs and high-throughput digital processors. Regional programs add to the wave, with the G60 plan in Shanghai highlighting mass deployments that amplify demand for standardized buses and propulsion kits. The cumulative effect is a predictable, serial demand profile that enables tiered suppliers to invest in automation and quality systems suitable for aerospace tolerances.

Standardization and Mass-Manufacture of Satellite Buses

Manufacturers are consolidating part counts and tooling with modular bus templates and additive fabrication, compressing integration cycles in the satellite parts and components market. Boeing announced 3D-printed solar array substrates designed to cut composite build time by up to 6 months and reported delivering over 150,000 printed parts across its aerospace portfolio, demonstrating maturation from prototyping to production-grade flight hardware. Japan's Space Strategy Fund earmarked financing to lift Quality-Cost-Delivery (QCD) across key components such as solar cells, cover glass, and arrays, supporting domestic standardization that meets defense specifications without bespoke rework. As bus platforms converge on common interfaces, suppliers of structures, harnesses, and power modules can scale through flexible, semi-automated flow lines that reduce requalification costs. This pattern mirrors high-volume playbooks in adjacent sectors while maintaining the fundamentals of traceability and reliability for flight systems. Over time, standardization supports interchangeable subsystems, which smooths demand volatility and reduces working capital needs.

High-Rel Buy-Qualified Component Shortages and Long Lead Times

Specialized space-grade electronics and materials continue to face supply constraints, slowing assembly schedules and moderating near-term growth in the satellite parts and components market. Demand for advanced memory, packaging, and radiation-hardened devices competes with adjacent sectors, which limits surge capacity at foundries and module lines. Niche optical terminals, crypto devices, and certain propulsion components rely on a small number of qualified suppliers, so disruptions ripple through integration timelines. Prime contractors have responded by expanding integration and test space, which supports parallel workstreams and higher throughput once components arrive. Ground segment programs also emphasize cloud-native architectures and agile release cycles to keep mission schedules on track while flight hardware backlogs unwind. Over time, further standardization and dual-sourcing strategies are expected to reduce bottlenecks, but the near-term impact remains material for high-reliability builds.

Other drivers and restraints analyzed in the detailed report include:

  1. Defense Adoption of Commercial-Off-The-Shelf (COTS) Components
  2. 3-D Printing of RF and Structural Parts
  3. Orbital-Debris Liability Raising Insurance and Design Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Propulsion hardware and propellant commanded a 33.76% share in 2025 and are projected to grow at a 10.22% CAGR through 2031, making it the fastest-rising subsystem within the satellite parts and components market. Electric propulsion options such as Hall-effect and ion thrusters are gaining share in LEO constellations where continuous station-keeping and efficient orbital transfers are priorities. The requirement to meet end-of-life disposal timelines continues to nudge designs toward greater propellant reserves and more reliable attitude-control logic. Growth in optical crosslinks and mesh routing drives orbit-raising and phasing needs that align with electric propulsion profiles. Suppliers with combined portfolios in chemical and electric thrusters are focusing on flexible interfaces, enabling bus-level configurability across mission profiles. Integration of propulsion with bus avionics and fault-tolerant power architectures is improving system-level reliability as production runs lengthen and test data accumulates.

The propulsion segment's trajectory is reinforced by sustainability mandates and proliferated architectures that demand precise end-of-life control. The FCC's 2024 five-year deorbit standard codified propulsive disposal planning as a non-negotiable baseline for operators, with implications for sizing and redundancy of both chemical and electric thrusters. The satellite parts and components industry is also experimenting with new propellants and feed systems to raise specific impulse without sacrificing manufacturability. As serial production advances, procurement emphasizes components with proven radiation tolerance, long-life cathodes, and consistent qualification test results across lots. Production capacity expansions at leading integrators support parallel lines for different thruster classes, which lowers cycle times once buy-qualified parts are available. Over the forecast horizon, the satellite parts and components market is expected to see propulsion suppliers consolidate around scalable modules that serve both compliance and maneuverability needs.

Complete Report Scope:

  • By Subsystem
    • Solar Array and Power Hardware
    • Structures, Harness and Mechanisms
    • Propulsion Hardware and Propellant
    • Satellite Bus and Subsystems
  • By Component
    • Hardware
    • Software
  • By Application
    • Communication
    • Navigation
    • Earth Observation
    • Space Observation
    • Others
  • By Geography
    • North America
      • United States
      • Canada
      • Mexico
    • Europe
      • United Kingdom
      • Germany
      • France
      • Russia
      • Rest of Europe
    • Asia-Pacific
      • China
      • India
      • Japan
      • South Korea
      • Rest of Asia-Pacific
    • South America
      • Brazil
      • Argentina
      • Rest of South America
    • Middle East and Africa
      • Middle East
        • Israel
        • Saudi Arabia
        • Turkey
        • Rest of Middle East
      • Africa
        • South Africa
        • Rest of Africa

Geography Analysis

North America led with 39.54% share in 2025, supported by defense and civil space programs that underpin consistent procurement of bus avionics, propulsion, power, and communications payloads. The US Space Development Agency's Transport and Tracking Layers have awarded multi-vendor tranches for a proliferated LEO architecture, spreading orders across primes and specialist manufacturers while reinforcing serial production behaviors. Prime contractors have expanded integration and test capacity to support larger parallel workstreams, leading to a smoother transition from development to production. Ground segment modernization is integrating cloud-native approaches that enhance command and control for proliferated architectures. The regulatory environment emphasizes orbital debris compliance and technology controls, shaping component specifications and increasing the need for mission assurance in procurement. Suppliers in the region benefit from government-backed programs that maintain cadence across budget cycles.

Asia-Pacific is forecasted to grow fastest at 11.73% CAGR through 2031, propelled by constellation build-outs and government programs that emphasize domestic component capability. China's large-scale LEO plans and regional manufacturing initiatives have increased the flow of standardized bus and subsystem orders, and public sector programs signal sustained capacity development. Japan's Space Strategy Fund commits to domestic production of solar cells, cover glass, arrays, and related components, with quality and radiation-resilience targets that align with both commercial and defense missions. Regional launch providers and integrators continue to focus on small- and medium-class satellites that support modular component ecosystems. As supply chains localize, qualification and testing infrastructure within the region will expand, enabling faster time-to-fly for domestic builds. These moves position Asia-Pacific suppliers to compete for global orders as standards converge.

Europe maintains steady demand anchored by climate monitoring, secure communications, and sovereign constellation initiatives that reinforce ongoing investment in bus platforms and payloads. ESA's Zero Debris Charter and active debris removal programs influence component sizing and end-of-life capabilities, supporting propulsion, guidance, and structural segments. European primes continue to streamline operations and pursue technology upgrades in additive manufacturing, digital payloads, and optical terminals to compete on cost and capability. Secure communications and defense-driven programs expand opportunities for suppliers of crypto, radiation-hardened electronics, and optical crosslinks. Overall, regional policy and agency-backed missions create durable demand for components while standardization pushes efficiency gains across the value chain.

  1. AAC Clyde Space AB
  2. GomSpace
  3. Airbus SE
  4. BAE Systems plc
  5. The Boeing Company
  6. General Dynamics Corporation
  7. Honeywell International Inc.
  8. Jena-Optronik GmbH
  9. L3Harris Technologies, Inc.
  10. Lockheed Martin Corporation
  11. Mitsubishi Electric Corporation
  12. Northrop Grumman Corporation
  13. OHB SE
  14. Redwire Corporation
  15. Sener Engineering Group
  16. Sierra Space Corporation
  17. Thales Group

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 KEY INDUSTRY TRENDS

  • 4.1 Satellite Miniaturization
  • 4.2 Satellite Mass and Launch Statistics Analysis
  • 4.3 Spending on Space Programs Analysis

5 MARKET LANDSCAPE

  • 5.1 Market Overview
  • 5.2 Market Drivers
    • 5.2.1 Rapid proliferation of LEO broadband constellations
    • 5.2.2 Standardization and mass-manufacture of satellite buses
    • 5.2.3 Defense adoption of Commercial-Off-The-Shelf (COTS) components
    • 5.2.4 3D printing of RF and structural parts
    • 5.2.5 Optical inter-satellite link (OISL) design wins in small sats
    • 5.2.6 Space-sustainability mandates driving demand for de-orbit kits
  • 5.3 Market Restraints
    • 5.3.1 High-rel buy-qualified component shortages and long lead times
    • 5.3.2 Tariff and export-control risk on radiation-hardened semiconductors
    • 5.3.3 Orbital-debris liability raising insurance and design costs
    • 5.3.4 Super-heavy-lift launch delay risk for next-gen large buses
  • 5.4 Value Chain Analysis
  • 5.5 Regulatory Landscape
  • 5.6 Technological Outlook
  • 5.7 Porter's Five Forces Analysis
    • 5.7.1 Threat of New Entrants
    • 5.7.2 Bargaining Power of Suppliers
    • 5.7.3 Bargaining Power of Buyers
    • 5.7.4 Threat of Substitutes
    • 5.7.5 Intensity of Competitive Rivalry

6 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 6.1 By Subsystem
    • 6.1.1 Solar Array and Power Hardware
    • 6.1.2 Structures, Harness and Mechanisms
    • 6.1.3 Propulsion Hardware and Propellant
    • 6.1.4 Satellite Bus and Subsystems
  • 6.2 By Component
    • 6.2.1 Hardware
    • 6.2.2 Software
  • 6.3 By Application
    • 6.3.1 Communication
    • 6.3.2 Navigation
    • 6.3.3 Earth Observation
    • 6.3.4 Space Observation
    • 6.3.5 Others
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
      • 6.4.1.3 Mexico
    • 6.4.2 Europe
      • 6.4.2.1 United Kingdom
      • 6.4.2.2 Germany
      • 6.4.2.3 France
      • 6.4.2.4 Russia
      • 6.4.2.5 Rest of Europe
    • 6.4.3 Asia-Pacific
      • 6.4.3.1 China
      • 6.4.3.2 India
      • 6.4.3.3 Japan
      • 6.4.3.4 South Korea
      • 6.4.3.5 Rest of Asia-Pacific
    • 6.4.4 South America
      • 6.4.4.1 Brazil
      • 6.4.4.2 Argentina
      • 6.4.4.3 Rest of South America
    • 6.4.5 Middle East and Africa
      • 6.4.5.1 Middle East
        • 6.4.5.1.1 Israel
        • 6.4.5.1.2 Saudi Arabia
        • 6.4.5.1.3 Turkey
        • 6.4.5.1.4 Rest of Middle East
      • 6.4.5.2 Africa
        • 6.4.5.2.1 South Africa
        • 6.4.5.2.2 Rest of Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Market Concentration
  • 7.2 Strategic Moves
  • 7.3 Market Share Analysis
  • 7.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 7.4.1 AAC Clyde Space AB
    • 7.4.2 GomSpace
    • 7.4.3 Airbus SE
    • 7.4.4 BAE Systems plc
    • 7.4.5 The Boeing Company
    • 7.4.6 General Dynamics Corporation
    • 7.4.7 Honeywell International Inc.
    • 7.4.8 Jena-Optronik GmbH
    • 7.4.9 L3Harris Technologies, Inc.
    • 7.4.10 Lockheed Martin Corporation
    • 7.4.11 Mitsubishi Electric Corporation
    • 7.4.12 Northrop Grumman Corporation
    • 7.4.13 OHB SE
    • 7.4.14 Redwire Corporation
    • 7.4.15 Sener Engineering Group
    • 7.4.16 Sierra Space Corporation
    • 7.4.17 Thales Group

8 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 8.1 White-space and Unmet-need Assessment