月軌內基礎設施市場 - 全球和區域分析：技術和國家分析 - 分析和預測（2023-2033）

預計到2033年，全球月軌內基礎設施市場規模將達到146.4億美元。

主要市場統計資料
開始年份：	2023年
預測年份：	2033
第一年市場規模：	47.4 億美元（2023年）
市場規模預測：	146.4 億美元（2033年）
年複合成長率%：	11.94%

隨著人們對月球探索和地球軌道外商業活動的興趣日益濃厚，月軌內基礎設施市場迅速崛起，成為航太工業的一個重要領域。月軌內空間是指地球和月球之間的區域，為開發基礎設施以支持各種太空任務和操作提供了獨特的挑戰和機遇。 月軌內基礎設施市場的主要細分市場是推進系統、通訊系統（中繼衛星）、太空站和太空運輸系統。

月軌內太空站的開發為支持長期載人任務和作為月球探索的中轉站提供了重要的市場機會。這些太空站為太空人提供生活和工作環境，以及科學研究、技術演示和月球門戶運行所需的資源和基礎設施。太空站區隔包括可居住模組、生命支持系統、研究設施、對接機制、輻射屏蔽和發電能力。

太空運輸系統對於在地球、月球和太陽系內其他目的地之間運輸有效載荷、設備和人員非常重要。該細分市場包括各種運輸平台，例​​如可重複使用的月球著陸器、登月飛行器、貨運飛船和目的是承受惡劣月球環境的載人飛船。具有經濟性、可靠性和可重複使用性的高效運輸系統對於支撐永續且經濟可行的太陽能系統基礎設施非常重要。

月軌內基礎設施市場已成為航太工業的關鍵部門，包含巨大的技術進步和有吸引力的商業機會。月軌內空間位於地球和月球之間，具有開展科學研究、太空旅遊、衛星部署、資源開採以及作為深太空探索任務門戶等多種活動的巨大潛力。

月軌內基礎設施市場將由通訊系統領域主導，到2023年，其佔有率將達到46.78%。通訊系統領域是月軌內基礎設施市場的關鍵領域，因為它在實現地球、月球和深太空之間的連接方面發揮著關鍵作用。這些先進的系統能夠在月軌內區域內實現無縫資料傳輸、指揮和控制操作以及科學和操作資訊的即時交換。該領域通訊技術的不斷發展推動資料傳輸速度、訊號品質和操作能力取得前所未有的進步。

本報告考察了全球月軌內基礎設施市場，並提供了市場概述、技術和國家趨勢以及進入市場的公司概況。

目錄

第1章 市場

• 行業展望
• 業務動態

第2章 產品

• 全球月軌內基礎設施市場（技術）
  • 市場概況
  • 推進系統
  • 通訊系統（中繼衛星）
  • 太空站
  • 太空運輸

第3章 區域

• 全球月軌內基礎設施市場（按地區）
• 北美
• 歐洲
• 亞太地區
• 其他地區

第4章 市場 - 競爭基準和公司概況

• 競爭標杆管理
• 關鍵人物簡介

第5章 成長機會與建議

• 月軌內通訊基礎設施開發商
• 月軌內基礎設施相關人員及其相關人員
• 運載火箭開發商和太空物流服務商

第6章 調查方法

第7章 月軌內基礎設施市場專家見解

“Global Cislunar Infrastructure Market to Reach $14.64 Billion by 2033.”

Introduction to Cislunar Infrastructure

The cislunar infrastructure market is rapidly emerging as a critical sector within the space industry, driven by the increasing interest in lunar exploration and commercial activities beyond Earth's orbit. Cislunar space refers to the region between the Earth and the Moon, which presents unique challenges and opportunities for developing infrastructure to support various space missions and operations. The key market segments within the cislunar infrastructure market are propulsion systems, communication systems (relay satellites), space stations, and in-space transportation systems.

The propulsion system segment focuses on the development of advanced engines and propulsion technologies that enable efficient and reliable transportation within cislunar space. These systems are crucial for lunar landers, cargo missions, and crewed spacecraft to reach and maneuver in the vicinity of the Moon. Key areas of focus include high-thrust engines, electric propulsion systems, propellant transfer, storage systems, and innovative propulsion concepts aimed at reducing costs and improving mission capabilities.

KEY MARKET STATISTICS
Start Year	2023
Forecast Year	2033
Start Value	$4.74 Billion in 2023
Forecast Value	$14.64 Billion by 2033
CAGR %	11.94%

The communication systems segment addresses the need for reliable and seamless communication networks in cislunar space. Relay satellites play a vital role in enabling continuous and high-bandwidth communication between Earth and lunar missions, facilitating data transmission, teleoperation, and real-time astronaut communication. Advanced communication systems with large data capacity, low latency, and robustness against deep space interference are critical to supporting the increasing complexity of lunar missions and future commercial activities.

The development of cislunar space stations presents a key market opportunity for supporting long-duration crewed missions and serving as a staging point for lunar surface exploration. These space stations provide living and working environments for astronauts, as well as necessary resources and infrastructure for scientific research, technology demonstrations, and lunar gateway operations. The space station segment includes modules for habitation, life support systems, research facilities, docking mechanisms, radiation shielding, and power generation capabilities.

In-space transportation systems are essential for ferrying payloads, equipment, and crew between Earth, the Moon, and other cislunar destinations. This market segment encompasses various transportation platforms, such as reusable lunar landers, lunar ascent vehicles, cargo spacecraft, and crewed vehicles designed to withstand the harsh lunar environment. Efficient transportation systems that offer affordability, reliability, and reusability are critical to support a sustainable and economically viable cislunar infrastructure.

The cislunar infrastructure market has emerged as a pivotal sector within the space industry, encompassing a vast array of technological advancements and compelling commercial opportunities. Cislunar space, the region situated between the Earth and the Moon, holds tremendous potential for a diverse range of activities, including scientific research, space tourism, satellite deployment, resource extraction, and acting as a gateway for deep space exploration missions.

Market Introduction

The development of the cislunar infrastructure market relies on five key factors for its successful commercial materialization, i.e., propulsion systems, communication systems, space stations, in-space transportation systems, and resource utilization. These factors collectively shape the market's business models and determine the systems' adoption in the cislunar space region. Among these factors, significant advancements have been made in propulsion systems and communication systems, with numerous companies investing in the development and validation of these technologies. However, for the sector to thrive, substantial progress is needed in the areas of space stations, in-space transportation systems, and resource utilization. These segments are crucial for enabling sustainable human presence, long-duration missions, and utilization of lunar resources beyond Earth's orbit. The growth of the cislunar infrastructure market is driven by the increasing interest from space agencies, private companies, and international collaborations in establishing a robust and sustainable cislunar ecosystem. The market has witnessed significant developments in recent years, fuelled by advancements in propulsion technologies and enhanced reliability of reusable launch vehicles. The need for reliable communication systems and the increasing demand for in-space transportation solutions are the key problems currently being addressed by key players. The development of cislunar infrastructure, including habitats, lunar landers, and resource extraction systems, is essential to support long-term lunar missions, scientific exploration, and potential future endeavors to other celestial bodies. This infrastructure is designed to meet the unique challenges and requirements of the cislunar environment, enabling safe and efficient operations, resource utilization, and integration with existing space assets and networks.

Market Segmentation:

Segmentation 1: by Technology

• Propulsion Systems
• Communication Systems (Relay Satellites)
• Space Stations
• In-Space Transportation Vehicles

Communication Systems (Relay Satellites) to Dominate as the Leading Technology Segment

The cislunar infrastructure market is led by the communication systems segment, with a 46.78% share in 2023. The communication systems segment is the leading segment in the cislunar infrastructure market due to its pivotal role in enabling connectivity between the Earth, Moon, and deep space destinations. These advanced systems enable seamless data transmission, command and control operations, and real-time exchange of scientific and operational information within the cislunar domain. The continuous evolution of communication technologies in this sector is driving unprecedented advancements in data rates, signal quality, and operational capabilities.

Communication systems primarily encompass relay satellites, which play a pivotal role in establishing reliable and high-bandwidth communication links across vast distances. These satellites serve as intermediaries, receiving signals from Earth-based stations and transmitting them to spacecraft or lunar surface installations, ensuring constant connectivity for various mission requirements. These satellites are strategically positioned in space, in orbits such as geostationary orbit (GEO) or highly elliptical orbits (HEOs), to optimize coverage and minimize signal propagation delays.

Segmentation 2: by Region

• North America
• Europe
• Asia-Pacific
• Rest-of-the-World

Europe is the highest-growing market among all the regions registering a CAGR of 12.80%. Europe is anticipated to gain traction in terms of cislunar infrastructure developments owing to the presence of a large number of cislunar infrastructure players and multiple international collaborations. Europe Space Agency (ESA) is a key collaborative partner in all the major cislunar infrastructure developments, including NASA's Artemis program, Roscosmos's Luna program, and China's International Lunar Research Station (ILRS) program.

In Europe, Rest-of-Europe is having the highest growth in the cislunar infrastructure market. The Rest-of-Europe market is anticipated to grow at a CAGR of 13.18%. The rest-of-Europe market primordially includes Germany, Russia, Luxembourg, Italy, and the Netherlands.

Recent Developments in the Global Cislunar Infrastructure Market

• In May 2023, Blue Origin won a $3.4 billion contract from NASA for its Artemis program to develop and deliver its Blue Moon lunar lander as a second lander option for the Artemis lunar missions.

• In May 2023, the Exploration Company received a contract from the European Space Agency (ESA) to examine potential approaches for a future European spacecraft, both non-reusable and reusable systems, encompassing a wide range of applications including micro-mini classes, medium class, heavy class, and crewed missions.

• In November 2022, Advanced Space, LLC won a $72 million contract from the U.S. Air Force Research Laboratory (AFRL) to develop an experimental spacecraft for cislunar operations. Formerly known as the Cislunar Highway Patrol System (CHPS), the Oracle spacecraft will be launched in 2025 and will conduct two years of Cislunar Autonomous Positioning System Technology Operations and Navigation Experiment (CAPSTONE).

• In July 2021, Northrop Grumman received two contracts worth $1.1 billion from NASA for the design, development, and delivery of the Habitation and Logistics Outpost (HALO) module, which is to be incorporated in the Lunar Gateway by November 2024.

• In April 2021, SpaceX received a $2.9 billion contract from NASA under its Artemis program to develop and deliver its starship (lunar variant) as the primary lunar lander of the Artemis missions.

Demand - Drivers, Challenges, and Opportunities

Market Demand Drivers: Strategic Importance of the Cislunar Space

The strategic importance of cislunar space is growing exponentially as countries and companies increasingly seek to establish a permanent presence on the Moon. Alongside the prospects of lunar colonization, national security concerns related to cislunar space are emerging. Moreover, specific locations within cislunar space, such as the Lagrange points, play a strategic and economic role. The strategic importance of cislunar space is primarily based on its potential for human exploration and resource utilization. Cislunar space also offers strategic advantages in terms of space surveillance, monitoring, and defense. With the deployment of satellites and space-based assets in this region, nations can enhance their space situational awareness, monitor activities on Earth and in outer space, and ensure the security of critical communication and navigation systems.

Market Challenges: Cislunar Regulations

Cislunar regulations are a complex and pressing issue that demands careful consideration and deliberation. At present, there is a dearth of international laws and regulations specifically tailored to govern activities in cislunar space and on the Moon. This regulatory gap raises concerns about the need to protect these domains and coordinate actions to prevent accidents or conflicts. While near-Earth orbits already grapple with sustainability issues and the proliferation of space debris, the absence of clear regulations for cislunar space exacerbates the risk of replicating unsustainable patterns experienced in low Earth Orbit (LEO), medium Earth orbit (MEO), and geostationary Earth orbit (GEO). A key issue in the cislunar regulations is the need for a clear and technically informed definition of cislunar space. While the lack of a precise definition may not be a major concern currently, given the nascent stage of cislunar capabilities, it becomes crucial as commercial and national entities increasingly utilize this region.

Market Opportunities: Need for Situational Awareness and Communications Infrastructure

Situational awareness and a well-established communications infrastructure are critical prerequisites for addressing the complex challenges inherent in lunar exploration. With the proliferation of lunar missions and activities, nations engaged in lunar exploration will require a more robust infrastructure to fully comprehend the cislunar environment and establish consistent and reliable communication with assets in lunar orbit or on the Moon's surface.

How can this report add value to an organization?

• Product/Innovation Strategy: The product segment helps the reader to understand the different types of solutions available for deployment and their potential globally. Moreover, the study provides the reader with a detailed understanding of the cislunar infrastructure market by technology, inclusive of the key developments in the respective segments globally.

• Growth/Marketing Strategy: The cislunar infrastructure market has seen some major development by key players operating in the market, such as partnership, collaboration, and joint venture. The favored strategy for the collaboration between government space agencies and private players is primordially contracting the development and delivery of the key segments of the cislunar infrastructure ecosystem. For instance, in July 2021, NASA contracted Northrop Grumman to design, develop and deliver the Habitation and Logistics Outpost (HALO) module.

• Methodology: The research methodology design adopted for this specific study includes a mix of data collected from primary and secondary data sources. Both primary resources (key players, market leaders, and in-house experts) and secondary research (a host of paid and unpaid databases), along with analytical tools, are employed to build the predictive and forecast models.

Data and validation have been taken into consideration from both primary sources as well as secondary sources.

Key Market Players and Competition Synopsis

In the global cislunar infrastructure market, established commercial players and legacy companies account for 65% of the market, and NewSpace Companies and Startups account for 35% of the market. The primordial established commercial players and legacy companies are SpaceX, Northrop Grumman, Blue Origin, United Launch Alliance (ULA), Lockheed Martin, and Thales Alenia Space. The primordial NewSpace companies and startups include Rocket Lab, Astrobotic, Momentus Space, Moon Express, and Space Machines Company, among others.

Some prominent names established in this market are:

Table of Contents

1 Market

• 1.1 Industry Outlook
  • 1.1.1 Global Cislunar Infrastructure Market: Overview
  • 1.1.2 Ongoing and Upcoming Programs
    • 1.1.2.1 NASA's Lunar Orbital Platform-Gateway
    • 1.1.2.2 ESA's Moonlight Initiative
    • 1.1.2.3 ULA Cislunar-1000
    • 1.1.2.4 China National Space Administration's (CNSA) International Lunar Research Station (ILRS)
    • 1.1.2.5 CSA's Lunar Exploration Accelerator Program (LEAP)
  • 1.1.3 Startups and Investment Landscape
  • 1.1.4 Supply Chain Analysis
  • 1.1.5 Value Chain Analysis
• 1.2 Business Dynamics
  • 1.2.1 Business Drivers
    • 1.2.1.1 Demand for Lunar Resources
    • 1.2.1.2 Strategic Importance of Cislunar Space
  • 1.2.2 Business Challenges
    • 1.2.2.1 Cislunar Regulations
    • 1.2.2.2 Challenges in Energy Collection and Distribution for Cislunar Infrastructure Requirements
    • 1.2.2.3 Constraints in International Partnership
  • 1.2.3 Business Strategies
    • 1.2.3.1 Mergers and Acquisitions
  • 1.2.4 Corporate Strategies
    • 1.2.4.1 Partnerships, Collaborations, Agreements, and Contracts
  • 1.2.5 Business Opportunities
    • 1.2.5.1 Need for Situational Awareness and Communications Infrastructure
    • 1.2.5.2 Inter-Orbital Transportation and Cislunar Surface Transportation
    • 1.2.5.3 Requirement for On-Orbit Servicing

2 Product

• 2.1 Global Cislunar Infrastructure Market (by Technology)
  • 2.1.1 Market Overview
    • 2.1.1.1 Demand Analysis of the Global Cislunar Infrastructure Market (by Technology)
  • 2.1.2 Propulsion Systems
  • 2.1.3 Communication Systems (Relay Satellites)
  • 2.1.4 Space Stations
  • 2.1.5 In-Space Transportation Vehicles

3 Region

• 3.1 Global Cislunar Infrastructure Market (by Region)
• 3.2 North America
  • 3.2.1 Market
    • 3.2.1.1 Key Players in North America
    • 3.2.1.2 Business Drivers
    • 3.2.1.3 Business Challenges
  • 3.2.2 Product
    • 3.2.2.1 North America Cislunar Infrastructure Market (by Technology)
  • 3.2.3 North America (by Country)
    • 3.2.3.1 U.S.
      • 3.2.3.1.1 Market
        • 3.2.3.1.1.1 Key Players in the U.S.
      • 3.2.3.1.2 Product
        • 3.2.3.1.2.1 U.S. Cislunar Infrastructure Market (by Technology)
    • 3.2.3.2 Canada
      • 3.2.3.2.1 Market
        • 3.2.3.2.1.1 Key Players in Canada
      • 3.2.3.2.2 Product
        • 3.2.3.2.2.1 Canada Cislunar Infrastructure Market (by Technology)
• 3.3 Europe
  • 3.3.1 Market
    • 3.3.1.1 Key Players in Europe
    • 3.3.1.2 Business Drivers
    • 3.3.1.3 Business Challenges
  • 3.3.2 Product
    • 3.3.2.1 Europe Cislunar Infrastructure Market (by Technology)
  • 3.3.3 Europe (by Country)
    • 3.3.3.1 France
      • 3.3.3.1.1 Market
        • 3.3.3.1.1.1 Key Players in France
      • 3.3.3.1.2 Product
        • 3.3.3.1.2.1 France Cislunar Infrastructure Market (by Technology)
    • 3.3.3.2 U.K.
      • 3.3.3.2.1 Market
        • 3.3.3.2.1.1 Key Players in the U.K.
      • 3.3.3.2.2 Product
        • 3.3.3.2.2.1 U.K. Cislunar Infrastructure Market (by Technology)
    • 3.3.3.3 Rest-of-Europe
      • 3.3.3.3.1 Market
        • 3.3.3.3.1.1 Key Players in the Rest-of-Europe
      • 3.3.3.3.2 Product
        • 3.3.3.3.2.1 Rest-of-Europe Cislunar Infrastructure Market (by Technology)
• 3.4 Asia-Pacific
  • 3.4.1 Market
    • 3.4.1.1 Key Players in Asia-Pacific
    • 3.4.1.2 Business Drivers
    • 3.4.1.3 Business Challenges
  • 3.4.2 Product
    • 3.4.2.1 Asia-Pacific Cislunar Infrastructure Market (by Technology)
  • 3.4.3 Asia-Pacific (by Country)
    • 3.4.3.1 China
      • 3.4.3.1.1 Market
        • 3.4.3.1.1.1 Key Players in China
      • 3.4.3.1.2 Product
        • 3.4.3.1.2.1 China Cislunar Infrastructure Market (by Technology)
    • 3.4.3.2 India
      • 3.4.3.2.1 Market
        • 3.4.3.2.1.1 Key Players in India
      • 3.4.3.2.2 Product
        • 3.4.3.2.2.1 India Cislunar Infrastructure Market (by Technology)
    • 3.4.3.3 Japan
      • 3.4.3.3.1 Market
        • 3.4.3.3.1.1 Key Players in Japan
      • 3.4.3.3.2 Product
        • 3.4.3.3.2.1 Japan Cislunar Infrastructure Market (by Technology)
    • 3.4.3.4 Rest-of-Asia-Pacific
      • 3.4.3.4.1 Market
        • 3.4.3.4.1.1 Key Players in Rest-of-Asia-Pacific
      • 3.4.3.4.2 Product
        • 3.4.3.4.2.1 Rest-of-Asia-Pacific Cislunar Infrastructure Market (by Technology)
• 3.5 Rest-of-the-World
  • 3.5.1 Market
    • 3.5.1.1 Key Players in Rest-of-the-World
    • 3.5.1.2 Business Drivers
    • 3.5.1.3 Business Challenges
  • 3.5.2 Product
    • 3.5.2.1 Rest-of-the-World Cislunar Infrastructure Market (by Technology)
  • 3.5.3 Rest-of-the-World (by Region)
    • 3.5.3.1 Middle East and Africa
      • 3.5.3.1.1 Market
        • 3.5.3.1.1.1 Key Players in the Middle East and Africa
      • 3.5.3.1.2 Product
        • 3.5.3.1.2.1 Middle East and Africa Cislunar Infrastructure Market (by Technology)
    • 3.5.3.2 Latin America
      • 3.5.3.2.1 Market
        • 3.5.3.2.1.1 Key Players in Latin America
      • 3.5.3.2.2 Product
        • 3.5.3.2.2.1 Latin America Cislunar Infrastructure Market (by Technology)

4 Market - Competitive Benchmarking & Company Profiles

• 4.1 Competitive Benchmarking
• 4.2 Key Player Profiles

5 Growth Opportunities and Recommendations

• 5.1 Cislunar Communication Infrastructure Developers
  • 5.1.1 Growth Opportunity: Cislunar Communication Systems
    • 5.1.1.1 Recommendations
• 5.2 Cislunar Infrastructure Players and Associates
  • 5.2.1 Growth Opportunity: Cislunar ISRU Opportunities and In-Space Manufacturing
    • 5.2.1.1 Recommendations
• 5.3 Launch Vehicle Developers and In-Space Logistics Facilitators
  • 5.3.1 Growth Opportunity: Facilitating elements in the cislunar stations and the in-space transportation and orbital services ecosystem.
    • 5.3.1.1 Recommendations

6 Research Methodology

• 6.1 Factors for Data Prediction and Modeling

7 Expert Insight on Cislunar Infrastructure Market

List of Figures

• Figure 1: Global Cislunar Infrastructure Market, $Billion, 2022-2033
• Figure 2: Global Cislunar Infrastructure Market (by Technology), $Billion, 2022 and 2033
• Figure 3: Global Cislunar Infrastructure Market (by Region), $Billion, 2033
• Figure 4: Global Cislunar Infrastructure Market Coverage
• Figure 5: Supply Chain Analysis
• Figure 6: Value Chain Analysis
• Figure 7: Global Cislunar Infrastructure Market, Business Dynamics
• Figure 8: Share of Key Market Developments, January 2020- June 2023
• Figure 9: Global Cislunar Infrastructure Market (by Technology)
• Figure 10: Global Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Figure 11: Competitive Benchmarking
• Figure 12: Research Methodology
• Figure 13: Top-Down and Bottom-Up Approach
• Figure 14: Assumptions and Limitations

List of Tables

• Table 1: Startups and Investments, January 2020-June 2023
• Table 2: Category of Launchers and Lunar Lander Facilitators
• Table 3: Launchers and Lunar Lander Facilitators Developments
• Table 4: Category of In-Space Logistics Facilitators
• Table 5: Category of Cislunar Communication Providers
• Table 6: Mergers and Acquisitions, January 2020- June 2023
• Table 7: Partnerships, Collaborations, Agreements, and Contracts, January 2020-June 2023
• Table 8: Global Cislunar Infrastructure Market (by Region), $Billion, 2022-2033
• Table 9: North America Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 10: U.S. Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 11: Canada Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 12: Europe Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 13: France Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 14: U.K. Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 15: Rest-of-Europe Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 16: Asia-Pacific Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 17: China Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 18: India Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 19: Japan Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 20: Rest-of-Asia-Pacific Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 21: Rest-of-the-World Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 22: Middle East and Africa Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 23: Latin America Cislunar Infrastructure Market (by Technology), $Billion, 2022-2033
• Table 24: Key Player Profiles