20230712_东方证券_通信行业卫星互联网产业系列报告：卫星互联网6G空天地一体网络的关键_31页.pdf
|2017 1 2 1 Space X OneWeb Kuiper Telesat Sphere Rivada 2022 5 18 2653 25 14.5 2 2020 2020 9 GW ITU 12992 2021 2024 1 T/R 13 55 2 3 T/R(001270)(600118)(601698)(01045)(300045)(002465)-U(688387)(300627)(002151)(002383)/2023 07 12 021-63325888*6085 S0860514090001 BRW773 2023 7 1 2023-07-10 5G 6GHz 2023 6 5 2023-07-04 6GHz 5G/6G 2023-06-27 6G 6G 2.6 VS 7.8 8 9 10.10.12 4.1.12 4.2.13 Starlink 14 4.3.15 15 16.17 5.1.17 5.2.18 18 20 21 22 23 24 25 26 28.29 0YDWuNnQtQpOpRmPnQqPpO9PaObRpNnNnPnOfQqQrOiNnMsQ9PqRrMuOrNmMxNoMnN 6G 3.29 6G 4 1.6 2.6 3.8 4.9 5.10 6.10 7 6G.11 8 6G.11 9.12 10 OneWeb.13 11 OneWeb.13 12 2097.14 13“”.17 14.17 15 2010-2021.18 16.19 17.19 18 T/R.19 19 T/R.19 20.20 21.20 22.21 23.22 24.22 25.22 26 2022.22 27.23 28.23 29 2022.24 30.24 31.24 32.24 33.25 34.25 6G 5 35 2022.26 36.26 37.28 38.28 39.28 40.28 1.6 2.7 3.7 4.8 5.9 6.12 7.13 8 Starlink.14 9.15 10.16 11.19 12.26 13.29 6G 6 1 2 C Ku Ka C Ku Ka 1 L 1-2 GHz S 2-4 GHz C 4-8 GHz X 8-12 GHz Ku 12-18 GHz Ka 27-40 GHz V 40-75 GHz CSDN GEO LEO MEO SSO IGSO LEO 2000km 6G 7 2 300-2000km 35786km 5-10 15 20ms 6.7ms 270ms GEO 10 VS 1 2 3 1 5G 6G 8 4 L 1-2 GHz 185MHz S 2-4 GHz 2100MHz C 4-8 GHz 1500MHz Ku/Ka X 8-12 GHz 2.18GHz Ku 12-18 GHz 2.6GHz Ka 27-40 GHz 2.6GHz CSDN L Ka/Ku Ku Wi-Fi WiFi JetWave WiFi 1 2020.7 2 2022.9 Ka 50%80%3 6G 9 5 L Ka/Ku Ku Immarsat BGAN Immarsat“”Intelsat Epic NG-1-2 6D 4 6G 10 CSDN 5 6 ITU 6G 2023 6 12-22 ITU 5D ITU-R WP5D 44 IMT 2030 6G 6G 6G 6G 6G 6G 5G 6G 6G 11 6G 2030 6G 6G 15 AI 7 6G 8 6G C114 C114 2023 6 27 6GHz 6425-7125MHz 62 7 1 6425-7125MHz IMT(5G/6G 6GHz 5G 6G 5G 5G/6G 5G/6G 5G/6G 150MHz 400MHz 17.7-19.7GHz 27.5-29.5GHz 37.5-51.4GHz 6G 7 6 6G 2018 7 9 19 0/S S 35%6G 12 4.1 9+6 kg 1000 500-1000 100-500 10-100 1-10 0.1-1 5-8 5000 2000-5000 400-2000 100-400 100 20 1 OneWeb 150kg OneWeb 8500 01020304050602014 2015 2016 2017 2018LEO MEO GEO 6G 13 14 4 OneWeb 10 OneWeb 11 OneWeb Airbus Airbus 4.2 Space X OneWeb Kuiper Telesat Sphere Rivada 2022 5 18 2653 25 14.5 OneWeb 2019 2 6 428 7 Space X Starlink 11926 2027 1130km Ku/Ka/V Kuiper 3236-590km/610km/630km Ka NGSO 2956 2022 1200km V Viasat 288 Ka/V SpaceBee 150-OneWeb OneWeb 648 720 1280 2029 1200km Ku/Ka Sphere 380 2028-Telesat LightSpeed 298 2023 1248km/1000km Ka AAC Clyde Kepler 140 2022-Ku/Ka Rivada Rivada 600 2028 2024 6G 14 4600-1400km Starlink Starlink Space X 2015 2019 2027 300-600km 11926 Starlink 550 4408 2024 3 50%2027 3 340 7718 2024 11 50%2027 11 2019 120 2020 2024 50%2027 Starlink 8 Starlink 2020 2021 2022 2023 2024 2025 2026 2027()1193 1193 1193 1193 1193 3180 3180 3180()20 20 20 20 20 33 33 33()1193 2386 3579 4772 5965 7952 9939 11926 2022 4 17 2301 2097 82%1716 550km 340km 12 2097 25 2020 10 SpaceX 2021 11 14 1.1 2021 SpaceX 2022 1 0.5 6G 15 2022 2 15 25 499 549 599 99 110 SpaceX 100 Spacenews SpaceX 25 4.3 2020 2019 9 8 2021 7 19 15 1.5 2022 38 0.05 30 9 12992 320 2800 156 80 38 66 28 2021 4 26 2020 9 GW ITU 12992 6G 16 2024 2022 7 1 2024 ITU 6 2029 5.7 ITU 7 9 10%12 50%14 2020 1994 2000 3 GEO 2004 2012 5 GEO 5 IGSO 4 MEO 14 增加无源定位体制，为亚太地区提供定位、测速、授时和短报文通信服务。2009 2020 3GEO+3IGSO+24MEO 10/B1I B3I 3GEO+3IGSO+24MEO B1C B2a B2b 3IGSO+24MEO L GSMC-B2b 14MEO 3IGSO+24MEO UHF SAR-B2b 6MEO 3IGSO+24MEO BDSBAS-B1C BDSBAS-B2a 3GEO 2G 3G 4G 5G PPP-B2b 3GEO L S 3GEO 1 75 135 10 55(1.0)6G 17 13 Mate 50 19 2022 9 6 Mate 50 120 1000 5.1/T/R 13 55 14 6G 18 SIA SIA 2010 1680 2021 2790 4.72%2021 3860 72%28%1420 1180 50.9%42.3%15 2010-2021 SIA 5.2 T/R 2022 6 T/R T/R 101310771137 1186 1229 1274 1277 1287 1265 1230 1178 11805165297549121018106011341198 1252 1303 135314200500100015002000250030002010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 6G 19 16 17 wind wind L W 5G 11 GaAs GaN GaAs GaAs T/R 2022 2.78 31.69%T/R 93.82%35.03%T/R 2022 4,328.26 45.29%15.58%18 T/R 19 T/R 0%20%40%60%80%100%120%00.511.522.53-50%0%50%100%150%200%250%300%00.20.40.60.811.21.41.61.8 6G 20 wind wind T/R 3 UE UE 2001 11 27,27 2022 9.21 61%36%-40%20 21 0.000.501.001.502.002.502019 2020 2021 30%40%50%60%70%80%90%2019 2020 2021 6G 21 wind wind 2022 15 6B/6C/6D/9/9B 6C C Ku Ka C Ku 540 Ka 26 22 1992-4%-3%-2%-1%0%1%2%3%4%5%051015202530 0%10%20%30%40%50%60%70%0246810 6G 22 2019-2021 2022 2022 2.16%23 24 wind wind 6E 2023 2024 6 7 9 5C 6C 138 134 76.5 142 75%2020 6E 2021 6E E 2022 2023 1 2023 2024 2001 6 1 2018 25 26 2022 0246810122017 2018 2019 2020 2021 2022 0%10%20%30%40%50%60%70%2017 2018 2019 2020 2021 2022%-4-2024682017 2018 2019 2020 2021 2022 2023Q1 36.6%18.0%15.7%12.2%5.1%12.5%6G 23 wind wind 2001 6 1 2018,+2010 IPO 17 27 28 wind wind 01020304050602018 2019 2020 2021 2022 2023Q1 0%20%40%60%80%2018 2019 2020 2021 2022 6G 24 1 70 PDT 5G-R 2+5G+5G 29 2022 30 wind 3G 4/5G 700M 2.6GHz/4.9GHz 4/5G 31 32 45.2%40.0%7.8%5.9%1.1%6G 25 wind wind 2003 33 34 wind wind/RTK PPP RTK 1 2 GNSS GNSS GNSS-20%-10%0%10%20%30%40%50%0204060802018 2019 2020 2021 2022 2023Q1-400%-200%0%200%400%600%800%-20-15-10-5052018 2019 2020 2021 2022 2023Q1 0%5%10%15%20%25%30%35%40%45%0510152025-30%-20%-10%0%10%20%30%40%50%60%00.511.522.533.54 6G 26 1 2 3/35 2022 36 wind wind 2000 20 1 2 3 LTCC HTCC 4 12 41.02%35.68%18.87%4.42%0%10%20%30%40%50%60%70%2021 2022 6G 27 6G 28 2019 7.08 6.28 2022 38.16 0.9%19.31%28%1.45 28%37 38 wind wind(GNSS)GNSS+39 40-5%0%5%10%15%20%25%30%35%40%051015202530354045-800%-600%-400%-200%0%200%-8-6-4-2024 6G 29 wind wind 13 2022 45.6%33.7%“+”“+”13.3%“”“”“”wind T/R-40%-30%-20%-10%0%10%20%30%0510152025-800%-600%-400%-200%0%200%-15-10-505 6G 30 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
