太空發射與近地軌道衛星通訊：SpaceX 鞏固其市場主導地位

本報告分析了 SpaceX 在太空發射服務和近地軌道衛星通訊領域的最新進展和競爭優勢。報告重點關注該公司近期宣布的在軌人工智慧資料中心計劃，並列出了已參與或可能加入 SpaceX 太空產業供應鏈的台灣企業。

主要亮點

• SpaceX 正在強化其在發射服務和近地軌道通訊領域的競爭優勢。
• 其策略路線圖包括部署創新的天基人工智慧資料中心。
• 台灣供應商正積極融入不斷擴展的 SpaceX 生態系統。

目錄

第一章：SpaceX：從局外人到創新科技領導者

第二章：從太空發射服務到近地軌道衛星通訊：前所未有的規模

第三章：太空人工智慧資料中心計畫：IPO或將推動SpaceX邁向下一個飛躍

第四章：TRI的視角

This report examines SpaceX's latest developments and competitive advantages in space launch services and LEO satellite communications. It also highlights SpaceX's recently disclosed plans for space-based AI data centers and identifies Taiwanese suppliers that have already entered-or may potentially join-SpaceX's space industry supply chain.

Key Highlights

• SpaceX strengthens competitive edge in launch services and LEO communications.
• Strategic roadmap includes deploying innovative space-based AI data centers.
• Taiwanese suppliers actively integrate into the expanding SpaceX ecosystem.

Table of Contents

1. SpaceX: From Outsider to Game-Changing Technology Leader

• Figure 1: SpaceX's Rocket Lineup
• Table 1: Comparison of Launch Frequency and Launch Costs Between Falcon 9 and Three Major Traditional Rockets
• Table 2: Development Status of Rocket Reusability Technology Developers in 2025

2. From Space Launch Services to LEO Satellite Communications: An Unmatched Deployment Scale

• Table 3: Comparison of LEO Satellite Altitudes, Transmission Speeds, Latency, and Satellite Counts
• Figure 2: Estimated Market Share of the Six Major LEO Satellite Constellations in 2025
• Table 4: Deployment Plans of the Six Major LEO Satellite Operators in 2025

3. Mapping Out Space-Based AI Data Centers: An IPO Could Propel SpaceX to Its Next Breakthrough

• Figure 3: Advantages of Space-Based AI Data Centers
• Figure 4: Overview of Potential Taiwanese Suppliers for Space-Based AI Data Centers

4. TRI's View