Bryce-2017年全球卫星产业状况报告（英文）-2017.10-33页-1mb

2017 State of the Satellite Industry Report Summary

Core Content Overview

The 20th Edition of the State of the Satellite Industry Report for 2016 provides an in-depth analysis of the global satellite industry, including its financial performance, key segments, and trends in satellite manufacturing, launch services, and ground equipment. The report highlights the industry's growth, challenges, and opportunities, with a focus on the U.S. market's role and performance.

Key Industry Findings

Global Satellite Industry Revenue

• Total revenue in 2016: $260.5 billion
• Global growth rate: 2%
• U.S. share of global revenue: 40%
• Global economic growth comparison: 3.1%
• U.S. economic growth comparison: 1.6%

Satellite Industry Segments

• Satellite Services: Largest segment, with flat revenue in 2016
  • Consumer Services: Continued to be a key driver, with 10% growth in satellite radio and 3% in broadband
  • Satellite TV (DBS/DTH): Flat, accounting for 77% of satellite services revenue and 93% of consumer revenue
  • Fixed Satellite Services: Grew by 4%, driven by managed services
  • Mobile Satellite Services: Grew by 5%
  • Earth Observation Services: Grew by 11%

Satellite Manufacturing

• Global revenue in 2016: $13.9 billion
• U.S. share of global manufacturing revenue: 64%
• U.S. manufacturing revenue: Decreased by 5%, with the commercial sector up 7% and the government sector down 9%
• Satellites launched in 2016: 126, down from 202 in 2015
  • CubeSats: 46 launched, representing 37% of total; most for commercial Earth observation
  • Very small satellites (≤600 kg): 45 commercial CubeSats launched in 2016, down from 61 in 2015
  • U.S. government satellites: 74% of U.S. manufacturing revenue
  • U.S. firms built 63% of satellites launched in 2016

Launch Industry

• Global launch revenue in 2016: $5.5 billion
• U.S. share of global launch revenue: 40%, up from 34% in 2015
• Launches in 2016: 64, slightly down from 65 in 2015
• U.S. providers: Conducted 18 commercial launches; SpaceX delays affected some
• Government launches: Still the main driver, accounting for 70% of global launch revenue
• Notable launchers:
  • Arianespace: 11 launches
  • China: 20 launches
  • Russia: 2 launches
  • Very small launch vehicles: 33 under development, with announced investments

Ground Equipment

• Global ground equipment revenue: Increased by 7%
• Network equipment: Grew due to demand for managed services
• GNSS equipment: Grew by 8%, including stand-alone and in-vehicle units
• Consumer equipment: Flat growth, with satellite TV terminals remaining stable or declining in some markets, while broadband and mobile equipment saw increases

Satellite Industry Trends

• Satellite manufacturing decline: 13% decrease due to fewer launches and delayed small satellites
• Launch industry growth: 2% increase, driven by government payloads and continued performance from European and Chinese providers
• Ground equipment growth: 7% increase, mainly due to GNSS and network equipment
• Satellite services: Consumer services remained the largest segment, with growth in satellite radio and broadband
• Earth observation: Continued growth with new entrants and established companies expanding their services
• Small satellites: Increasing interest in low-cost, small satellites (CubeSats and customized platforms) for commercial and scientific use
• U.S. dominance: Maintained a strong presence in both satellite services and manufacturing, with a 40% share of global satellite services revenue and 64% of global manufacturing revenue

Satellite Industry Statistics

• Total operational satellites: 1,194 (up 47% over 5 years)
• Satellites launched (2012–2016): Increased by 53% over the previous 5 years
• Average number of satellites launched per year: 144
• GEO satellites: 594, mostly for communications
• Satellites launched before 2002: 247
• Satellite operators: 59 countries with at least one satellite operator
• U.S. satellites: 594 satellites operated by U.S. entities

U.S. Industry Performance

• U.S. employment in satellite industry (2016): 211,457 (down 1% from 2015)
• U.S. satellite services revenue: $52.1 billion
• U.S. satellite manufacturing revenue: Decreased by 5%
• U.S. satellite orders (GEO): 10 out of 17 announced, with a 59% share (down from 65% in 2015)

Satellite Manufacturing and Launch Details

• Satellites launched in 2016:
  • Communications satellites: 22% of total revenue
  • Military surveillance satellites: 44% of total revenue
  • CubeSats: 55 launched, with 33 deployed via ISS
  • Launch vehicle capacity:
    • Electron (Rocket Lab): 150 kg
    • LauncherOne (Virgin Orbit): 400 kg
    • Vector H (Vector Space Systems): 100 kg
    • Vector R (Vector Space Systems): 60 kg
• Price per kg:
  • Electron: $32,667
  • LauncherOne: $25,000
  • Vector H: $30,000
  • Vector R: $25,000

Conclusion

The satellite industry in 2016 experienced moderate global growth of 2%, with satellite services remaining the largest segment. The U.S. maintained a dominant position, contributing 40% of global satellite services revenue and 64% of global satellite manufacturing revenue. However, satellite manufacturing faced a decline due to reduced satellite launches and delays in small satellite production. The launch industry showed a 2% increase, with continued government support and new entrants in the small satellite launch sector. Ground equipment saw growth, particularly in GNSS and network equipment, while consumer equipment remained stable. The report emphasizes the increasing role of small satellites and the ongoing shift towards managed services and IP-based video solutions.