全球衛星產業現況及展望：2025 年主要發展趨勢及 2026 年展望

預計到 2026 年，全球衛星市場規模將達到 3,920 億美元。隨著 Starlink 持續將其衛星寬頻和直接到小區 (D2C) 服務擴展到新興市場，競爭預計將會加劇。這促使中地球軌道 (MEO)、高地球軌道 (HEO) 和地球靜止軌道 (GEO) 衛星營運商加速多軌道部署策略，以應對 Starlink 日益增長的影響力。

與此同時，6G 的早期部署正在推進。隨著全球衛星服務市場的快速擴張，台灣製造商正將生產基地轉移到東南亞，並增加關鍵衛星零件的出貨量。

主要亮點

• 在競爭加劇的背景下，全球衛星市場預計將顯著成長。
• Starlink 將衛星寬頻和直接面向消費者的服務擴展到新興市場，迫使競爭對手加快其多軌道戰略的部署。
• MEO/HEO/GEO 營運商正在加速部署，以挑戰 Starlink 的主導地位。
• 早期 6G 部署與全球衛星服務的快速擴張同步進行。
• 台灣製造商正在將生產轉移到東南亞，同時增加關鍵衛星零件的出貨量。

本報告分析了全球衛星市場的趨勢，總結了主要供應商的策略以及關鍵技術的展望。

目錄

第一章：2025年全球衛星產業展望

第二章：2026年技術趨勢及主要廠商策略

第三章：2026年影響全球衛星產業的關鍵問題

第四章：TRI的觀點

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