2016全球卫星产业状况报告（英文版）_31页_1000kb

Summary of the Satellite Industry Report (June 2016)

Core Content

The State of the Satellite Industry Report by The Tauri Group provides an overview of the global satellite industry in 2015, highlighting growth trends, segment performance, and key developments across manufacturing, services, and launch sectors.

Key Findings

Global Satellite Industry Revenue

• Total revenue in 2015: $208.3 billion
• Global growth rate: 3%, slightly above worldwide economic growth (2.4%) and U.S. growth (2.5%)
• U.S. share: 42% of satellite services revenue, 60% of satellite manufacturing revenue
• Satellite count: Increased by 39% over 5 years, with 986 operational satellites reported in 2011

Satellite Services

• Total revenue: $104.3 billion
• Growth: 4%
• Consumer Services:
  • Largest segment, contributing $97.8 billion
  • Grew by 3%, driven by emerging markets
  • Satellite TV (DBS/DTH) accounted for 77% of all satellite services revenue
  • Satellite TV subscribers: ~230 million
  • Satellite radio revenue: $4.6 billion, up 9%
  • Satellite broadband revenue: $1.9 billion, up 10%
• Fixed Satellite Services:
  • Grew by 4%
  • Transponder agreements: 1% growth
  • Managed services: 15% growth
• Mobile Satellite Services:
  • Grew by 4%
  • Voice: 9% growth
  • Data: 4% growth
• Earth Observation Services:
  • Grew by 10%
  • New entrants and partnerships driving growth
  • Examples: Planet Labs, UrtheCast, DigitalGlobe/TAQNIA

Satellite Manufacturing

• Total revenue in 2015: $16.6 billion
• U.S. share: 60% of global revenue
• Satellite count:
  • 202 satellites launched in 2015
  • 108 CubeSats launched, representing 49% of total
  • Most CubeSats used for Earth observation
• Segment breakdown:
  • Communications satellites: 42% of total revenue
  • Military surveillance satellites: 36% of total revenue
• U.S. manufacturing:
  • Flat revenue, with 32% of satellites built by U.S. firms (excluding CubeSats)
  • 64% of satellites built by U.S. firms (including CubeSats)
  • 89 of 119 U.S.-built satellites were CubeSats

Launch Industry

• Total revenue in 2015: $5.4 billion
• U.S. share: 35% of global launch revenues
• Launch count: 65 commercially-procured launches in 2015, down from 73 in 2014
• Growth: 9% decrease in global revenues
• Regional activity:
  • Arianespace: 11 launches
  • China: 19 launches
  • India: 2 launches
• Launch failures:
  • Falcon 9 (June 2015)
  • Proton M (May 2015)
• Commercial launch orders:
  • 33 placed in 2015, up from 22 in 2014
  • 15 (45%) orders won by U.S. companies, up 36% from 2014
  • Arianespace increased orders by 60%

Ground Equipment

• Total revenue in 2015: Grew by 1%
• Network equipment: Grew by 3%
• Consumer equipment: Grew by 2%, with satellite TV terminals contributing less growth
• GNSS equipment: Flat growth, as manufacturers shift to embedded chipsets

Future Indicators

• CubeSats: 108 launched in 2015, with 61 via ISS
• LEO constellations: Several in development, with growing interest in low-cost, small satellites
• Very small launch vehicles: At least 17 under development, with varying capacities and prices

Key Trends and Developments

• Consumer services remain a key driver of growth in the satellite industry.
• Earth observation services are experiencing significant growth due to new entrants and technological advancements.
• CubeSats are becoming more prevalent, especially for Earth observation and communications.
• U.S. market share in satellite manufacturing and launch services is under pressure due to increased competition and order distribution.
• Satellite broadband is maturing, with high throughput satellites (HTS) improving performance and cost-efficiency.
• Government contracts continue to be a major revenue source, especially in satellite manufacturing and launch services.

Employment Trends

• U.S. satellite industry employment decreased by 10,738 jobs (-5%) in 3Q 2015
• Satellite services: -3% decrease
• Satellite manufacturing: -24% decrease
• Launch industry: +2% increase
• Ground equipment: -5% decrease

Conclusion

The satellite industry in 2015 showed moderate growth, with satellite services and manufacturing leading the way, while launch industry experienced a decline. The consumer services segment, particularly satellite TV, remained the largest contributor. CubeSats and LEO constellations are emerging as significant trends, signaling a shift towards smaller, more cost-effective satellites. The U.S. remains a major player in the industry, though its market share is facing challenges from international competitors.