Space Systems in Aerospace and Defense - Thematic Research
歷史上，政府部門(包括軍事部門)一直是空間系統市場的主要推動力。 然而，就人口而言，商業衛星已占主導地位，2019年佔運營衛星的46％，而政府和軍事衛星合計佔34％。 其餘的20％包括民用衛星和具有多種功能的衛星。 總體而言，全球衛星行業前景樂觀，預計該產業將從2019年的3.5億美元成長到2040年的1至2.7 tn。
The government sector (including the military) has historically been a primary driver for the space systems market. However, in terms of population commercial satellites have come to dominate, representing 46% of operational satellites in 2019, in comparison to the 34% share of combined government and military satellites. The remaining 20% is comprised of civil-use satellites, and satellites with mixed functions. The global satellite industry as a whole has a positive outlook, with the industry expected to grow from US$350m in 2019 to US$1 - 2.7tn in 2040. Defense and aerospace giants such as Boeing, Airbus and Lockheed Martin are leveraging their existing experience and expertise to carve out a sizeable position in the defense space systems industry as they look to cash in on the potential of future space systems. However, with the economic potential of the commercialization of space being so great, new, close-to-pureplay firms such as SpaceX and Ball Aerospace are establishing themselves in the market.
The development of space systems will shape the future defense industry. The commercialization of space is a key driver in the contemporary space systems market, with technological advances not only improving the capabilities of satellites but reducing costs throughout the supply chain. Increasingly powerful smallsats, in conjunction with retrievable and reusable launch vehicles, will mean that the global space commons are likely to be dominated by massive commercial constellations, such as SpaceX's Starlink and Amazon's Kuiper constellations. However, this commercialization will bring benefits to defense space systems, as cost will reduce, and capabilities increase. It is likely that space will increasingly become a theatre in which peer adversary contest are fought.