このレポートは、VLEO（超低軌道）衛星に関する詳細で洞察に満ちた市場展望を提供します。

 

Report　Description

Overview

Our VLEO (Very Low Earth Orbit) Satellites research suite provides a detailed and insightful perspective into this upcoming lucrative space industry market; enabling stakeholders from operators, satellite network operators and technology vendors to understand its future growth opportunities in technological space capabilities (both on a country and global level), key trends, and the competitive environment in the commercial space. This space technology research assesses the current use cases providing the most immediate revenue opportunities (such as continuous coverage for telecommunications), as well as the use cases proving long-term investment opportunities, with adjacent markets such as LEO orbits also being considered. Additionally, it provides insight into the major challenges (including space environment, launch costs, atmospheric drag, sustainability and ethics) in the VLEO satellite market with bespoke recommendations on how to mitigate these challenges in the space economy.

 

From single satellite launches to full satellite constellations, this space economy research suite provides a thorough assessment of the VLEO satellite market and includes both a data deliverable; sizing the market, and providing key forecast data across 60 countries, as well as a Strategy & Trends document which gives a complete assessment of key trends, challenges, and recommendations for stakeholders. Collectively, the primary advantages of this data are in providing a critical tool for understanding this rapidly emerging market; supporting operators, OEMs, technology partners and satellite network operators to shape their future market strategy in space technology.

 

Key Features

Market Dynamics: Insights into key trends and market expansion within the VLEO satellites market; addressing challenges posed by the highly technical nature of VLEO satellites, atmospheric conditions, and the potential use cases of increasing VLEO satellite deployment. Additionally, our VLEO satellite market research includes a regional market growth analysis on the current technological development and segment growth of VLEO satellites in 60 countries, as well as providing a future outlook.

Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and findings within the VLEO satellites market; accompanied by strategic recommendations for stakeholders.

Benchmark Industry Forecasts: Comprehensive forecast data including total number of VLEO satellite launches, split by four key use cases including commercial, civil, government, and military, as well as total and cumulative investments into VLEO satellite launches.

Juniper Research Future Leader Index: Key player capability and capacity assessment for nine leading VLEO satellite vendors in the market space, via the Juniper Research Future Leaders Index, featuring corporate capabilities, innovation and future prospects.

Albedo

Blue Canyon Technologies

Cspace Intelligent Technology

Earth Observant (EOI Space)

LeoLabs

Redwire

Space Forge

Thales Alenia Space

Tyvak International

Additionally, it includes a forecast summary of the total investment into VLEO satellite launches in 2030.

 

Market Data & Forecasts

The market-leading research suite for the VLEO satellites market includes access to the full set of forecast data of 20 tables and over 8,600 datapoints. Key metrics in the research suite include:

 

Total Number of LEO (Low Earth Orbit) Satellites in Orbit

Total Number of VLEO Satellites in Orbit, also split by:

Civil

Commercial

Government Agencies

Military

Average Cost per VLEO Satellite Launch

Total Investment into VLEO Satellite Launches

Juniper Research’s Interactive Forecast Excel contains the following functionality:

 

Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed for all regions and countries across the data period. Graphs are easily modified and can be exported to the clipboard.

Country Data Tool: This tool lets users look at metrics for all regions and countries in the forecast period. Users can refine the metrics displayed via a search bar.

Country Comparison Tool: Users can select and compare specific countries. The ability to export graphs is included in this tool.

What-if Analysis: Here, users can compare forecast metrics against their own assumptions, via 5 interactive scenarios.

 

1. Key Takeaways & Strategic Recommendations

1.1 VLEO Satellites: Key Takeaways . 6

1.2 VLEO Satellites: Strategic Recommendations . 8

2. Future Market Outlook

2.1 Introduction . 11

Figure 2.1: Satellite Orbits (Image not to Scale) . 11

2.1.1 Development of VLEO Satellites . 11

2.1.2 VLEO vs LEO and MEO Satellites . 11

i. LEO Satellites . 11

ii. MEO Satellites . 11

iii. VLEO Satellites . 12

2.1.3 Future Market Prospects . 12

Figure 2.2: Total VLEO Satellite Launches, Split by 8 Key Regions, 2024-2030 . 12

2.2 Benefits of VLEO Satellites . 13

2.2.1 Reduction in Orbital Debris Collision Risk . 13

2.2.2 Lower Costs . 14

Figure 2.3: Van Allen Belt . 14

2.2.3 Lower Latency . 15

Figure 2.4: M2M Use Cases and their Latency . 16

2.3 Earth Imaging . 17

i. Active Systems . 17

ii. Passive Systems . 17

2.3.2 Beneficiaries and Benefits of VLEO Satellite Implementation . 17

i. Agriculture . 17

ii. Environmental Monitoring . 17

iii. Urban Planning and Development . 18

iv. Disaster Response and Management . 18

v. Defence and Security . 18

vi. Resource Management . 18

vii. Scientific Research . 18

2.3.3 Monetisation Opportunities . 18

2.4 Maritime Surveillance/Connectivity . 19

2.4.1 VLEO Satellite Implementation . 19

2.4.2 Monetisation Opportunities . 19

2.5 Inflight Surveillance & Connectivity . 20

2.5.1 VLEO Satellite Implementation . 20

2.5.2 Monetisation Opportunities . 21

2.6 National Security . 21

2.6.1 VLEO Satellite Implementation . 21

2.6.2 Monetisation Opportunities . 22

2.7 Environmental Monitoring . 22

2.7.1 VLEO Satellite Implementation . 22

2.7.2 Monetisation Opportunities . 23

i. Monthly Subscription Fee . 23

2.8 GPS Navigation . 23

2.8.1 VLEO Satellite Implementation . 24

2.8.2 Monetisation Opportunities . 24

2.9 Astrophysics Applications . 25

2.9.1 VLEO Satellite Implementation . 25

2.9.2 Monetisation Opportunities . 25

2.10 Impact of VLEO Satellites on the Telecommunications and Connectivity

Markets . 

26

2.10.1 IoT Connectivity . 26

Figure 2.5: Total Number of Cellular IoT Connections (m), Split by 8 Key Regions,

2024-2028 . 26

2.10.2 Impact of 5G on VLEO Connectivity . 27

Figure 2.6: Global Mobile 5G Active Connections (m), Split by 8 Key Regions,

2024-2029 . 27

Figure 2.7: Spectrum Bands for Satellite Communications . 28

2.10.3 Direct-to-Device/Direct-to-Cell. 29

2.11 Challenges Associated with VLEO Satellites . 29

2.11.1 Atmospheric Drag . 29

i. Environmental Stress . 30

2.11.2 Sustainability of the Space Environment . 31

i. Space-based Solar Energy . 31

2.11.3 Ethics of Satellite Access . 31

2.12 The Impact of Regulatory and Market Dynamics on the Adoption of VLEO

Satellite Services. 32

3. Country Readiness Index

3.1 Introduction to the Country Readiness Index . 34

Figure 3.1: VLEO Satellites Country Readiness Index Regional Definitions . 34

Table 3.2: Juniper Research Country Readiness Index Scoring Criteria: VLEO

Satellites . 35

Figure 3.3: Juniper Research Country Readiness Index: VLEO Satellites . 36

Table 3.4: VLEO Satellites Country Readiness Index: Market Segmentation. 37

3.2 Focus Markets . 38

Figure 3.5: Map Displaying VLEO Satellite Launches in 2030 . 38

i. CASIC . 39

ii. CNSA (China National Space Administration) . 40

iii. DARPA (Defense Advanced Research Projects Agency) . 40

iv. The UK Space Agency . 41

v. LEO2VLEO . 41

vi. DISCOVERER Project . 42

vii. Hong Kong . 42

3.3 Growth Markets. 43

Figure 3.6: Total Number of Cellular IoT Connections in Growth Markets in 2028

(m), Split by 7 Key Countries . 43

3.4 Developing Markets . 44

Table 3.7: VLEO Satellites Country Readiness Index: North America . 46

Table 3.8: VLEO Satellites Country Readiness Index: Latin America . 47

Table 3.9: VLEO Satellites Country Readiness Index: West Europe . 48

Table 3.10: VLEO Satellites Country Readiness Index: Central & Eastern Europe 49

Table 3.11: VLEO Satellites Country Readiness Index: Far East & China. 50

Table 3.12: VLEO Satellites Country Readiness Index: Indian Subcontinent . 51

Table 3.13: VLEO Satellites Country Readiness Index: Rest of Asia Pacific . 52

Table 3.14: VLEO Satellites Country Readiness Index: Africa & Middle East. 53

4. Future Leader Index

4.1 Why Read this Report . 55

Table 4.1: Juniper Research Future Leader Index: VLEO Vendor Solutions (Part 1)

. 56

Table 4.2: Juniper Research Future Leader Index: VLEO Vendor Solutions (Part 2)

. 57

Figure 4.3: Juniper Research Future Leader Index: VLEO Satellites Vendors . 58

Table 4.4: Juniper Research VLEO Satellites Vendors Ranking . 58

Table 4.5: Juniper Research Future Leader Index Heatmap: VLEO Satellite

Vendors . 59

4.2 Albedo . 60

i. Corporate Information . 60

ii. Geographical Spread . 60

iii. Key Clients & Strategic Partnerships . 60

iv. High-level View of Offerings. 60

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 60

4.3 Blue Canyon Technologies . 61

i. Corporate Information . 61

ii. Geographical Spread . 61

iii. Key Clients & Strategic Partnerships . 61

iv. High-level View of Offerings . 61

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 61

4.4 Cspace Intelligent Technology . 62

i. Corporate Information . 62

ii. Geographical Spread . 62

iii. Key Clients & Strategic Partnerships . 62

iv. High-level View of Offerings . 62

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 62

4.5 EOI Space . 63

i. Corporate Information . 63

ii. Geographical Spread . 63

iii. Key Clients & Strategic Partnerships . 63

iv. High-level of Offerings . 63

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 64

4.6 LeoLabs . 64

i. Corporate Information . 64

ii. Geographical Spread . 64

iii. High-level View of Offerings . 64

iv. Juniper Research’s View: Key Strengths & Strategic Opportunities . 65

4.7 Space Forge . 65

i. Corporate Information . 65

ii. Geographical Spread . 65

iii. Key Clients & Strategic Partnerships . 65

iv. High-level View of Offerings . 66

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 66

4.8 Thales Alenia . 66

i. Corporate Information . 66

ii. Geographical Spread . 66

iii. Key Clients & Strategic Partnerships . 67

iv. High-level View of Offerings. 67

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 67

4.9 Tyvak International . 68

i. Corporate Information . 68

ii. Geographical Spread . 68

iii. Key Clients & Strategic Partnerships . 68

iv. High-level View of Offerings. 68

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 69

4.10 Redwire . 69

i. Corporate Information . 69

ii. Geographical Spread . 69

iii. Key Clients & Strategic Partnerships . 69

iv. High-level View of Offerings. 69

v. Juniper Research’s View: Key Strengths & Strategic Opportunities . 70

4.1 Juniper Research Leaderboard Assessment Methodology . 71

4.2 Limitations & Interpretations . 71

Table 4.6: Juniper Research Future Leader Index Criteria Table: VLEO Satellites 72

5. Market Forecasts and Key Takeaways

5.1 Introduction to VLEO Satellite Forecasts . 74

Figure 5.1: VLEO Satellites Forecast Methodology . 75

5.2 Total Number of VLEO Satellites Launched . 76

Figure & Table 5.2: Total Number of VLEO Satellites Launched, Split by 8 Key

Regions, 2024-2030 . 76

5.3 Total Investment into VLEO Satellite Launches . 77

Figure & Table 5.3: Total Investment into VLEO Satellite Launches ($m), Split by 8

Key Regions, 2024-2030 . 77

Table 5.4: Cumulative Total Investment into VLEO Satellite Launches ($m), Split

by 8 Key Regions, 2024-2030 . 77

5.4 Total VLEO Satellites Primarily for Used Commercial Applications . 78

Figure & Table 5.5: Total Number of VLEO Satellites Primarily Used for

Commercial Applications, Split by 8 Key Regions, 2024-2030 . 78

5.5 Total VLEO Satellites Primarily Used for Civil Applications . 79

Figure & Table 5.6: Total Number of VLEO Satellites Primarily Used for Civil

Applications, Split by 8 Key Regions, 2024-2030 . 79

5.6 Total VLEO Satellites Primarily Used for Government Applications . 80

Figure & Table 5.7: Total Number of VLEO Satellites Primarily Used for

Government Applications, Split by 8 Key Regions, 2024-2030 . 80

5.7 Total VLEO Satellites Primarily Used for Military Applications . 81

Figure & Table 5.8: Total Number of VLEO Satellites Primarily Used for Military

Applications, Split by 8 Key Regions, 2024-2030 . 81