China's multi-site layout of satellite Internet industry chain
  satellite Internet site on a new outlet

  Recently, CCID Consulting Internet of Things Industry Research Center and other organizations released the "New Infrastructure" China Satellite Internet Industry Development Research White Paper, which shows that the global satellite industry is growing steadily. In April of this year, satellite Internet, as one of the representatives of the communication network infrastructure, was included in the scope of new infrastructure, and various regions and related enterprises have accelerated their deployment. For a time, the satellite Internet site was on the new outlet. The industry believes that 2020 is the first year of China's satellite Internet development, and the satellite industry chain is ushering in major development opportunities.

  For the first time included in "new infrastructure"

  According to the relevant person in charge of the National Development and Reform Commission, the new infrastructure mainly includes three categories of information infrastructure, converged infrastructure and innovative infrastructure, and information infrastructure is represented by 5G, Internet of Things, and satellite Internet. This is the first time since the central government proposed to accelerate the construction of new infrastructure, the satellite Internet has been clearly included in the scope of "new infrastructure".

  It is reported that satellite Internet uses satellites as network transmission nodes, and users can directly access the satellite internet without going through the ground system. In the future, satellite communications will provide low-cost communications services, effectively bridging the digital divide. Especially for areas where communication infrastructure is lacking, building a satellite Internet to access the global Internet is a better solution.

  During the "two sessions" this year, there was a lot of discussion about satellite Internet. Li Pengde, deputy director of the China Geological Survey of the Ministry of Natural Resources, put forward proposals for the overall development of satellite Internet. Lei Jun, chairman of Xiaomi Group, also paid attention to satellite Internet, and made specific recommendations for industry development planning, management processes, industry access and fund guidance.

  Recently, satellite Internet has become a hot word for "new infrastructure" in many cities in China. Beijing proposed to promote satellite Internet technology innovation, ecological construction, operation services, application development, etc.; Shanghai listed satellite Internet infrastructure construction as one of the important construction tasks; Chongqing clearly stated in the key task of "new infrastructure" that Step up planning for global low-orbit satellite mobile communications and space internet construction, and build a national space internet headquarters base.

  "Air, Space and Earth Integration" Speeds Up

  For satellite Internet, a common doubt is: communication has 5G, why satellite Internet?

  Generally speaking, traditional terrestrial communication networks are difficult to lay and operate at high cost in environments such as oceans, deserts, and remote areas in mountains. Satellite Internet facilities are less affected by geographical conditions and natural disasters, and have global coverage, low cost, and are not subject to With obvious advantages such as geographical restrictions, the two can complement each other. In densely populated areas of the city, 5G ensures that a large number of users use high-speed networks at the same time, while in remote areas with less 5G coverage, satellite Internet can provide a stable signal.

  Recently, China Unicom and Huawei signed an "air, space and earth integration" strategic cooperation agreement in Beijing. Zhang Yong, Dean of China Unicom Network Technology Research Institute, said that the ground communication system and satellite Internet have begun to integrate and develop, and gradually entered the "global broadband Internet" period, and the 5G "space, space and earth integration" network will become an important future communication network. development trend.

  At present, more than 70% of the geographic space on earth and about 3 billion people have not yet achieved Internet coverage. Looking to the future, relevant analysts of Huatai Securities believe that satellite Internet communication has broad application prospects, such as low-orbit satellite Internet, aerospace Internet, and Internet of Vehicles. It is expected that by 2022, the global low-orbit satellite interconnection service market will reach 110 billion-2000 One hundred million U.S. dollars.

  Wang Peng, an associate researcher at the Chongyang Institute of Finance at Renmin University of China, said that the satellite Internet industry is a strategic emerging industry with high technology, high input, and high output. Because it involves multiple links such as satellite manufacturing, satellite launch, ground equipment and satellite operations, the satellite Internet industry is regarded as a new engine driving future global economic growth.

  "Space World" competition starts

  The huge market and development potential mean fierce competition. On the one hand, the deployment of satellite Internet has attracted the attention of countries and regions such as China, the United States, Russia, Japan, and Europe. On the other hand, the space orbit and resources of low-orbit satellites have become increasingly tight, and countries have quietly launched a battle for satellite launch "passes." The competition in the communications market has moved from the ground to space. Throughout the world, the development speed and quality of various countries are uneven. Some countries' network deployment has entered the actual operation stage, while some countries are still in the exploration and preparation stage.

  The star chain plan of space exploration technology company SpaceX is currently the most well-known and deployed satellite Internet constellation. On June 3, SpaceX successfully implemented the eighth batch of Starchain launch plans, sending 60 satellites into low-orbit tunnels. Currently, the constellation has 482 satellites in orbit. In addition, Amazon, Apple, Samsung and other companies are actively promoting their respective "star-making" plans.

  Since 2017, China’s multiple low-Earth orbit satellite constellation plans have been launched. The Hongyun project and Xingyun project led by China Aerospace Science and Industry Corporation and the Hongyan project led by China Aerospace Science and Technology Corporation have all launched their first test stars. In the field of commercial aerospace, the first star of the Galaxy Space Carrying the Kuaizhou-1A carrier rocket has been successfully launched, becoming China's first low-orbit broadband communications satellite with a communication capacity of 10Gbps (equivalent to 100 times the 4G network rate). Geely Automobile also announced that it will launch commercial verification of low-orbit navigation enhanced satellite systems.

  Shi Yulong, director of the Beijing Unicom Satellite Communications Bureau, said that in light of the current situation at home and abroad, there is still a certain gap between China's satellite Internet industry and the world's leading level.

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