2019619_艾瑞咨询_2019年中国商业航天通信应用发展研究报告（38页）.pdf

2019 2 2019.6 iResearch I 2009-2018 10.2%7.2%5.1%2016 60%4.3%B2B 1.2.3 1 2 3 44 2019.6 iResearch I 1 35786 100-2000 60 5G 5 2019.6 iResearch I 3GPP ITU 2018 11 5G/6G 5G 5G 2G 4G 5G WLAN 4G 100Mbps 5G 10Gbps 1/G GEO 600-1200 LEO()6 2019.6 iResearch I 7 2019.6 iResearch I 1.2.3.4.2015/8 2019.6 iResearch I/9 2019.6 iResearch I 10 2019.6 iResearch I 1.2.3.4.5.6.7.8.9./PSTN 1.2.3.4.5.5.11 2019.6 iResearch I L S 2.5GHz C Ku Ka Ka Q V(ITU)/ITU ITU L 1-2GHzS 2-4GHzC 4-8GHX 8-12GHzKu 12-18GHzK 18-26.5GHzKa 26.5-40GHzQ 30-50GHzU 40-60GHzV 50-75GHz 12 1 2 3 413 2019.6 iResearch I 2009-2018 481 2009-2018 LEO MEO O3B 2018 Oneweb SpaceX USC Satellite Database 464 4635 641175388 14 1057757611835383822 30222336071200012018 2017 2016 2015 2014 2013 2012 2011 2010 20092009-2018 53460231720414116400084000024322531 272332262126000010111 02018 2017 2016 2015 2014 2013 2012 2011 2010 20092009-2018 LEO MEO GEO 14 2019.6 iResearch I SIA 2009 10 2018 24 CAGR 10.2%2009 22 2018 41 CAGR 7.2%2009 144 2018 179 CAGR 2.8%65 2018 5.1%SIA 10 12 1215 17 18 19 20 2124 22 23 24 24 2633 34 3640 41144150157164 164171179174179 1791.1%1.2%1.1%1.3%1.4%1.5%1.5%1.6%1.6%1.9%2.4%2.3%2.2%2.1%2.2%2.7%2.7%2.8%3.1%3.2%15.5%15.1%14.6%14.4%13.8%13.9%14.1%13.6%13.9%14.2%2009 2010 2011 2012 2013 2014 2015 2016 2017 20182009-2018%15 2019.6 iResearch I 2019.6 iResearch I 2020 681GHz 2018 19.49GHz 66.6%2017 50.76%60%Euroconsult.15.36 16.09 16.26 17.31 19.4966.3%64.2%66.9%69.9%66.6%2014 2015 2016 2017 20182014-2018 GHz%268306348.9368.8407.5457.8513.7590.6680.814.2%14.0%5.7%10.5%12.3%12.2%15.0%15.3%2012 2013 2014 2015 2016 2017 2018e 2019e 2020e2012-2020 GHz%16 2019.6 iResearch I 51%10 2015 2015.05 2025 2015.10 2015-2025 2016.12 2016 2016.12 2016-2020 2018.4 50%17 2019.6 iResearch I 2009 28.9%2018 59.6%40.4%/4.3%54.00%33.40%11.20%9.00%10.00%8.80%4.30%/2018 38,400 45,730 51,310 56,400 61,758 64,875 68,826 73,125 77,198 82,851 28.9%34.3%38.3%42.1%45.8%47.9%50.3%53.2%55.8%59.6%2009 2010 2011 2012 2013 2014 2015 2016 2017 20182009-2018%18 2019.6 iResearch I L)kbps kg 1.2 5000-40000 5 1.8-3.8 40000-80000 19 2019.6 iResearch I NSR FSS C Ka Ku Ka Ku 2000km 300-700km 1-10Gbps 5-300+Gbps/50-70%20 2019.6 iResearch I 15 CPU/2017 9 Sputnix 2018 11 21 2019.6 iResearch I 60 NGSO 22 2019.6 iResearch I ThinKom LEO MEO GEO 800ms LEO MEO Kymeta Kymeta mTenna Phasor Solutions ASIC Phasor Solutions EIRP dBW G/T dB/K bits/Hz ThinKomThinAir Ku3030Ku 51-54 15-18 1.5-3ThinKomThinAirKa2517Ka 48.5-51.5 15-18 1.5-3Phasor 6 Ku/53.6 14.3-KymetaKyway TerminalKu-9.5-ThinKom Phasor 23 2019.6 iResearch I 2019.6 iResearch I ATG(Air to Ground ATG 10 ATG ATG Gogo Gogo 2,6172,4241,881594166702016 2017 20182016-2018 Gogo ATG ATG 400 ATG Ku Ku HTS Ka ATG2KuKa Mbps Mbps ms0.72.82009.923.19700160.87650-700/24 2019.6 iResearch I 2017 9 1.2.2028 300.64 69.1 105.5 150.2 214.4 249.3 267.8 280.4 290.8 300.6 2020e 2021e 2022e 2023e 2024e 2025e 2026e 2027e 2028e2020-2028 15.3 19.3 21.8 29.7 16.9 10.0 7.5 6.6 6.2 2020e 2021e 2022e 2023e 2024e 2025e 2026e 2027e 2028e2020-2028 25 2019.6 iResearch I Inmasat Iridium 10 13 16 19 24 26 27 30 32 34 13 19 20 23 28 47 53 42 50 57 96 101 111 116 118 159 180 119 134 106 2009 2010 2011 2012 2013 2014 2015 2016 2017 20182009-2018 TEU TEU TEU 16.48 16.57 16.58 16.52 15.91 15.83 15.25 14.72 13.23 12.43 1.00 1.05 1.09 1.09 1.10 1.10 1.07 1.05 1.03 1.04 0.21 0.22 0.25 0.25 0.25 0.26 0.27 0.24 0.23 0.23 2009 2010 2011 2012 2013 2014 2015 2016 2017 20182009-2018 26 2019.6 iResearch I NSR 2028 320 5G 2019 Telesat Newtec 5G 5G 18-40 5G 8K 5G A NOC/PSTNCore Network B27 2019.6 iResearch I IEEE 3GPP DSRC LTE-V2X DSRC LTE-V2X Sensor Sharing 20-100ms 500ms 1-10s LTE-V2X LTE-V2X DSRC+DSRC WiFi LTE-V2X(5G)28 1 2 3 429 2019.6 iResearch IOneweb Oneweb Oneweb 650 62 1Gbps Oneweb Oneweb 1.2.3GPP Oneweb 3.Wifi OneWeb B2B Oneweb HNS Intelsat OneWeb Talia Intermatica Oneweb AirbusDefense and Space OnewebSatellite 150kg 40 100 OneWeb 55 75 10 3.4m HNS IPoS.v2 DVB-S2 OneWeb Arianespace 2019 2 6 10-12 36 2021 Oneweb 14nm OneWeb Wafer 15 1/8 Oneweb 30 2019.6 iResearch IOrbcommOrbcomm Orbcomm OG1 47 LEO 6 7 Orbcomm OG2 17 LEO OG1 OG2 6 2 OG2 AIS AIS Orbcomm 2018 Orbcomm Orbcomm Orbcomm Orbcomm SAASPAAS OrbcommOrbcomm Inmarsat Orbcomm Inmarsat M2M SAAS 122.6119.373.978.336.518.3153.6134.9112.9100.059.756.02018 2017 2016 2015 2014 20132013-2018 Orbcomm IOT 31 2019.6 iResearch I 5G 5G 5G 5G 5G 1.2.3.2019 2020 10 2021 2022 2023 20XX 32 2019.6 iResearch I 2019 4 2022 72 LTE NB-IOT 2015 6 2017 8 72 2018 2 2018 12 7 2019+GPRS 4G NB-IOT 33 1 2 3 434 2019.6 iResearch I Oneweb 1.2.1.2.3.5G 1.2.C 3.4.1.2.3.4.35 2019.6 iResearch I B2B 0 1 36 Keep Learning 400-026-2099 37