Thursday, 14 November 2013

Satellites to be Built & Launched World Market Survey Analysi & Growth Industry Research Report by 2022: New Released Report



Satellites to be Built & Launched by 2022 World Market Survey

The 16th edition of this landmark study. The only analysis & forecast of satellite manufacturing & launch services

Satellites to be Built & Lunched by 2022, World Market Survey is required reading for anyone interested in the business generated by satellite systems and their launches. The report is fully updated, providing all the key figures and analysis needed to understand the global space market, and the future opportunities & challenges.

Key trends, drivers & forecasts

  • Exclusive 10-year forecasts including breakdown by customer & by orbit, with number & mass of satellites to be manufactured & launched, plus market value (manufacturing & launch services)
  • Review of strategic issues from both supply (industry) & demand (customers) perspectives
  • Detailed demand database for commercial (order book) and government satellites (forecasts) including: application, launch date, launch mass, satellite platform, manufacturer, launch provider


Who will benefit from this report?

  • Satellite & launch vehicle integrators
  • Satellite & launch vehicle parts manufacturers
  • Launch & service providers
  • Banks, investors & insurers
  • Satellite operators
  • Space & other government agencies

TABLE OF CONTENT

1 STRATEGIC ISSUES AND FORECAST

TRENDS IN SATELLITE MANUFACTURING AND LAUNCH SERVICES

  • Three metrics for the space industry in past decade
  • 89 satellites launched in 2012 for a market value of $23 billion
  • Uncertainty in launch tempo, a fact of the industry
  • Strong growth in government satellite demand boosted by 15 countries
  • Demand for commercial satellites driven by capacity replacement, both in GEO and LEO
  • 42% growth in number of satellites to be launched vs. past decade
  • Mass to orbit due to increase by 31% between the two decades
  • Industry revenues to grow by 26% in the decade
  • Half of the satellites in LEO, 44% of the revenues from GEO

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MARKET DRIVERS FOR FUTURE SATELLITE DEMAND

Satellite systems upstream, satellite services downstream in the value chain

  • Three orbits for three types of customers
  • Government and commercial satellites supplied by the same industry
  • Three value chain in commercial satellite services
  • Growing uncertainty on future satellite demand in the long term

Satellite demand and satellite industry driven by innovation

  • The always better capex efficiency of GEO satellites because of technology advances
  • The role of electric propulsion in capex efficiency
  • Mission requirements for government satellites in LEO are diverse
  • Financing modes of satellite systems diversify

Technical risks and mitigation solutions also part of the economic equation

  • Different strategies for in-orbit risk coverage
  • More differentiation in launch insurance price
  • The economic impact of space debris starts to be felt

2 COMPETITIVE ENVIRONMENT & PERFORMANCE OF MARKET PLAYERS

THE SPACE INDUSTRY GLOBALLY

THE SATELLITE MANUFACTURING INDUSTRY

Consolidation & vertical integration in the supply chain

  • A limited number of experienced satellite integrators
  • Trends in financial performance of the satellite manufacturing industry
  • 2012 revenue of the satellite industry slightly decreased
  • Profitability of the satellite manufacturing industry below 10%
  • 29% revenue growth of the manufacturing industry

The GEO comsat industry

  • Six incumbent manufacturers of commercial GEO comsat
  • New manufacturers of GEO comsat
  • Incumbent manufacturers hold 90% of the commercial GEO comsat market
  • Manufacturers’ position for new generation GEO satellite systems

The non-GEO satellite industry

  • LEO/MEO satellite manufacturing in North America and Europe
  • LEO manufacturing develops outside of Europe and North America
  • Commercial comsat constellations now being deployed
  • Manufacturing of Earth observation satellites internationalizing
  • New initiatives emerging for commercial Earth observation in the USA

Strategic trends impacting the satellite manufacturing industry

  • Opportunistic partnerships between manufacturers for market access
  • Competition between manufacturers, not just in technology terms
  • PPP & hosted payload for government investment in satellite capabilities
  • Delivering one-stop-shop satellite services to governments
  • Short-term impact of external factors on western satellite industry

Profiles of 8 satellite manufacturers

Astrium, Boeing, Lockheed Martin, Mitsubishi Electric, OHB, OSC, SSL, Thales Alenia Space

THE LAUNCH SERVICE INDUSTRY

Structure of the space transportation industry

  • Existing launch capacity, the result of government demand
  • Launch price reflecting the quality of launch service
  • 2012 revenues of the launch industry

The GEO launch industry

  • The GEO launch industry
  • Geostationary orbit by far the largest launch market
  • Market shares on the commercial launch market
  • Key issues for launch service providers in GTO

The LEO launch industry

  • Launch into LEO driven by government satellites
  • More vehicles available to launch into LEO higher prices
  • More competition to Russian launch vehicles
  • Capacity growth under study or under development

Profiles of 4 launch service providers

Arianespace, ILS, Sea Launch, SpaceX

3 COMMERCIAL SATELLITE DEMAND

DEMAND CONTEXT FOR COMMERCIAL SATELLITES

  • Four growth drivers for commercial satellite applications
  • Scalability of the investment in satellite infrastructure

ASSUMPTIONS FOR COMMERCIAL SATELLITE DEMAND

  • Number of satellites to be launched
  • Satellite launch mass
  • Specific prices ($ per kg)

THE COMMERCIAL MARKET BY ORBIT

  • Commercial satellites mainly in geostationary orbit
  • End of 4th demand cycle of the commercial GEO comsat industry
  • Replacement and expansion of in-orbit capacity drive satellite demand
  • Cyclicality will soften with a stable order rate at over 20 satellites/year
  • HTS for broadband communications not only with dedicated satellites
  • Future demand for commercial GEO comsat driven by a double trade-off
  • Several factors in the economic equation of increasingly productive satellites
  • Growth stopped in satellite lifetime, not in bandwidth capacity
  • Satellite power and launch mass still growing but at a slower pace
  • Trade-off between concentration of operators and new entrants
  • Highly elliptical orbit (HEO) not a commercial orbit anymore
  • Medium earth orbit (MEO) now a commercial orbit with O3B
  • Low Earth orbit (LEO) populated by the 2nd generation of three comsat constellations and by Earth observation satellites
  • All three 1st generation comsat constellations replaced
  • Earth observation at less than 10% of commercial space
  • DigitalGlobeand Astrium leading data sales
  • Two-thirds of commercial data for defense purposes

4 GOVERNMENT SATELLITE DEMAND

ASSUMPTIONS FOR GOVERNMENT DEMAND

  • Number of satellites to be launched
  • Satellite launch mass
  • Specific prices ($ per kg)

THE GOVERNMENT MARKET

Market hierarchy between customers, applications, and regions

  • Growth in government demand will be driven by civilian satellites
  • Earth observation dominant, both for civilian and military satellites
  • Asia dominates for civilian government satellites and catches up for military satellites
  • Emerging space countries at over 5% of market value
  • Satellite manufacturing at 80% of government market value

Market dynamics by orbit

  • LEO by far the largest government satellite market, equally divided between civilian and military agencies
  • Demand for earth observation in Low Earth Orbit has multiple forms
  • Non-iMINTmissions in LEO driven by military requirements
  • AIS, an emerging satcom application in LEO
  • Governments innovate to maximize the benefits of LEO satellite systems
  • Small satellites in both established and emergent space countries
  • Government demand for GEO satellites will grow to over 120 units
  • GEO demand driven by civilian government agencies
  • Three quasi-zenith satellite systems for national navigation in Asia
  • Military satellites in geo predominantly for satcom services
  • Military use of geostationary orbit diversifies
  • MEO/HEO satellites historically in the USA and Russia, now in china
  • More satellites in MEO with the replacement of GPS and Glonass plus two new constellations
  • Deep space missions for space science and exploration

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5 SATELLITES BACKLOG & FORECAST

TWO DATABASES EXCLUSIVE TO EUROCONSULT

Backlog of commercial satellites under construction, 2013-2016 It is a complement to the market forecast established by Euroconsult on the number and types of commercial satellites to be manufactured for launch by 2022.

Euroconsult’s forecast of government satellites, 2013-2022, to be launched worldwide, including the nominative satellites (under construction as of January 2013), and those that are planned to be launched by 2022 as a follow-on to existing systems or as news systems.


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This research report analyzes this market depending on its market segments, major geographies, and current market trends. Geographies analyzed under this research report include 

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

This report provides comprehensive analysis of 

  • Market growth drivers 
  • Factors limiting market growth
  • Current market trends 
  • Market structure
  • Market projections for upcoming years 




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