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When will the era of China's satellite Internet Come?

Time:2020-10-16     【Reserved】   Read

From the deployment time point of view, the United States is slightly ahead, a rocket multi-star launch rhythm, satellite batch speed is relatively fast. And in the cost aspect, some American Internet satellite companies also form the single star cost advantage through the technological innovation. But in the long run, satellite Internet is not only to pursue the reliability of a single satellite, but also to reduce the system reliability and cost model. Although the domestic deployment time is slightly slower, with the mobilization of the national team and private enterprises, it is believed that the gap in technology and cost will be gradually narrowed, demonstrating the unique advantages of China's satellite Internet.

  "space nut" Elon Musk said on social media recently that a public test of the satellite Internet based on the "satellite chain" could be carried out after the latest batch of satellites reach a certain location. Galaxy Aerospace Communications Technology expert Li Jiancheng told Economic News daily that the "star chain" large-scale joint public testing, means its initial public service capacity, this makes the first model for the whole satellite Internet, and is an important node for the development of satellite Internet industry.

  Satellite Internet is heating up again. By 2020, satellites will be launched intensively. The Progress of China's "Swan Goose" satellite system, Amazon's Kuiper project and other satellite Internet projects has attracted much attention.

  Across the domestic market, satellite Internet was National Development and Reform Commission as part of the "new infrastructure" information infrastructure in April. Industry believes this means that by 2020 satellite Internet progress is rapid. At the same time, the watershed of commercial aerospace development was formed, and the development of the industry changed from "guerrilla warfare" to "positional warfare" .

  In the private sector, to Galaxy Aerospace, nine-day micro-star, Star Glory, China Railways Djj1 Aerospace, lingke aerospace, such as the representative of the private space companies to speed up the layout, attracting a large number of investment institutions admission. Among them, the nine-day micro-satellite plant in Tangshan, Hebei has been started, the annual capacity of the satellite is expected to reach 100.

  In addition, during Galaxy's integration test of the satellite Internet with the ground-based 5G network in early June this year, china's first 16 gbps low earth orbit broadband network is interconnected with 5G base stations and transmission networks in China Unicom's public network, and has successfully completed the commissioning of 5G base stations and the testing of 5G user services. During the test, the measured download rate of 5G mobile phone was 382 mbps, and the upload rate was 91 mbps. This is also the world's first low-earth orbit satellite Internet link operators to complete the public network of 5G base station opening and testing.

  "At present, both China and the United States are in the first echelon of the satellite Internet, and the gap in technology and cost will gradually narrow, " Xie Tao, founder and CEO of nine-day Microstar, told business daily.

  Under the Industry Dividend, the listed company also acts frequently. For example, Huaertai (002402, Sz) is currently developing 5G base station RF chips as well as low Earth Orbit (Leo) satellite Internet RF chips, while Hualichuangtong (300045, SZ) has a company focused on satellite applications integrated circuit design, we will focus on chip research urgently needed for the major space projects of China, such as the Beidou-3, Tiantong satellite and satellite Internet. Hagrid communications (002465, Sz) is developing a satellite Internet system.

  In July this year, China Satcom completed the maiden flight of China's first KA broadband satellite Internet plane. In September this year, the wholly-owned subsidiary of Dahua intelligence (002512, SZ) signed a cooperation agreement with its partner, provision of broadband satellite Internet access to its end-users.


  China's satellite Internet era worth looking forward to

  Global Companies Compete for the satellite Internet, driven by huge market demands and policies. The global space economy grew to $366 billion in 2019, up 1.7 percent from 2018, according to the Satellite Industry Association (Sia) Annual Report for 2020.

  Guojin Securities Research Institute believes that the current policy catalyst, capital access and technological breakthroughs are the main driving factors of the satellite industry, the future mainly tracking the industrial chain of enterprise financing and technological breakthroughs. The satellite Internet audience mainly includes: Global 4.3 billion air passengers and employees; global 30 million ~ 40 million hna passengers and employees; Global Satellite Users; The relatively well-off 5% to 10% of the 4 billion people in poor communications or remote areas without access to the Internet, and about 300 million people in the world travel, research and outdoors every year.

The reporter of the daily economic news noted that at present, the market has put forward higher requirements in the areas of satellite communication system design capacity, satellite batch production capacity, rapid deployment and low-cost launch capacity, etc. , the race of all parties will bring important influence to the development and application mode of satellite.

  Founder and CEO of nine-day Msi Xie Tao believes that from the deployment time point of view, the United States is currently slightly ahead, a rocket multi-star launch rhythm, the satellite batch speed is relatively fast. And in the cost aspect, some American Internet satellite companies also form the single star cost advantage through the technological innovation. But in the long run, satellite Internet is not only to pursue the reliability of a single satellite, but also to reduce the system reliability and cost model. Although the domestic deployment time is slightly slower, with the mobilization of the national team and private enterprises, it is believed that the gap in technology and cost will be gradually narrowed, demonstrating the unique advantages of China's satellite Internet.

  Galaxy Aerospace told reporters that in order to achieve broader network coverage, but also to speed up low-cost high-performance low-earth orbit broadband mass production, as soon as possible to provide constellation networking capabilities, to help China's satellite Internet construction. Communications satellite.

  Hefei ruosen Intelligent Technology Co. , Ltd. , the head of the "daily economic news" reporters that the current "star chain" used in the ground terminal is a fixed terminal products, only to meet the fixed network access scenario. Facing more flexible and extensive mobile satellite Internet access scenarios, such as personal mobile, vehicle and ship-borne, satellite link still lacks mature solutions. At present, a number of domestic and foreign satellite Internet terminal enterprises are actively innovating in this field, introducing a new generation of ground terminal products represented by artificial lens phased array technology. With the gradual improvement of the layout of the domestic satellite Internet industry chain, including satellite manufacturing, rocket launching and ground terminals, it is believed that the era of China's Leo Satellite Internet will soon come.

  With the development of satellite communication, what opportunities and challenges will the interphone equipment and wireless communication industry face? Let's wait and see!


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