2017全球卫星产业状况报告（英文）_33页-1mb

2017 State of the Satellite Industry Report Summary

Core Content

The 20th edition of the Satellite Industry Association (SIA) report provides an overview of the global satellite industry's performance in 2016, highlighting key trends across various segments. The report is prepared by Bryce Space and Technology and based on unique data sets, including proprietary surveys, public information, and independent analysis. All data are global unless otherwise noted, and prior year revenues are not adjusted for inflation.

Main Findings

Global Satellite Industry Revenue

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

Industry Segments

• Satellite Services: Largest segment, remained flat in 2016. Consumer services continue to be the key driver.
• Satellite Manufacturing: Global revenue decreased by 13% to $13.9 billion. U.S. share increased to 64%.
• Launch Industry: Global revenue grew by 2% to $5.5 billion. U.S. share increased to 40%.
• Ground Equipment: Global revenue increased by 7% to $127.7 billion. Growth seen in GNSS and network equipment.

Satellite Launch Trends

• Total satellites launched in 2016: 126
• Satellites launched in 2012–2016: 53% increase over previous 5 years
• Small/Very Small Satellites (LEO): Dominated the increase in satellite numbers, with 46 CubeSats launched, representing 37% of total launches.
• U.S. satellite manufacturing revenue: Decreased by 5%, with 74% from U.S. government contracts.

Segment Details

Satellite Services

• Consumer Services: Grew by 3%, driven by satellite radio and broadband.
• Satellite TV (DBS/DTH): Stayed flat, accounting for 77% of all satellite services revenue.
• Satellite Radio (DARS): Grew by 10%, with 31.3 million subscribers.
• Satellite Broadband: Grew by 3%, with subscriber base approaching 1.9 million.
• Fixed Satellite Services: Decreased by 3%, with transponder agreement revenues down 10%.
• Mobile Satellite Services: Grew by 5%, including use of Ku and Ka-band FSS capacity.
• Earth Observation Services: Grew by 11%, with new entrants and continued growth from established companies.

Satellite Manufacturing

• U.S. share of global manufacturing revenue: 64%
• U.S. firms built 63% of satellites launched in 2016 (including CubeSats)
• Government sector decline: 9%
• Commercial sector growth: 7%
• CubeSats: 45 of 79 U.S.-built satellites were CubeSats.

Launch Industry

• Global launch revenue: $5.5 billion
• U.S. share: 40%, up from 34% in 2015
• Commercial launches in 2016: 64, down from 65 in 2015
• U.S. companies won 29% of commercial launch orders, down from 45% in 2015.

Ground Equipment

• Total ground equipment revenue: $127.7 billion
• Network equipment: Grew by 7%, driven by demand for managed network services.
• GNSS equipment: Grew by 8%, including stand-alone devices and chipsets.
• Consumer equipment: Grew by 1%, with flat or decreasing satellite TV terminals offset by growth in broadband and mobile equipment.

Key Trends and Insights

• Satellite TV: Dominates the industry, with 93% of consumer revenues.
• Satellite radio and broadband: Showed growth, with satellite radio increasing by 10% and broadband by 3%.
• Earth Observation: Experienced significant growth, driven by new entrants and increased investment.
• Very Small Satellites: Increasingly important, especially in LEO, with CubeSats being a popular and cost-effective option.
• Launch Services: Slight growth, with U.S. providers showing strong performance. European and Chinese providers also contributed.
• GNSS Growth: Continued expansion in the GNSS segment, encompassing a wide range of applications.
• Employment Trends: U.S. satellite industry employment slightly decreased in 2016, with a 1% drop from 2015.

Future Outlook

• Commercial Satellite Manufacturing Orders: 14 placed in 2016, with U.S. firms securing 4 (29%) of the orders.
• Very Small Launch Vehicles (VLSVs): 33 under development globally, with a focus on LEO capacity up to 500 kg.
• Interest in LEO Constellations: Several new systems announced, with some in early development stages.

Conclusion

The satellite industry in 2016 showed a modest global growth rate of 2%, with the U.S. maintaining a significant share of the market. While satellite services remained the largest segment, growth was limited. Satellite manufacturing and launch industries saw mixed performance, with declines in manufacturing offset by growth in launch services. Ground equipment continued to grow, especially in the GNSS and network segments. The emergence of very small satellites and launch vehicles indicates a shift towards more cost-effective and scalable solutions, shaping the future of the industry.