Mobile phone connection from space
multiple players The industry has recently set its sights on direct mobile connectivity from space. Although still a very nascent market with limited existing capabilities, companies such as Apple, T-Mobile, Globalstar, SpaceX, AST SpaceMobile and Lynk Global are targeting the space. Multiple mobile his network operators are already on board, even before some of the first working spacecraft are launched.
Apple has partnered with Globalstar to offer SOS connectivity on the new iPhone 14, and T-Mobile plans to launch Low Earth Orbit (LEO) connectivity in 2023 through SpaceX. -Cellular capabilities of Gen 2 Starlink satellites. Amazon will also launch the first batch of his LEO satellites for Project Kuiper.
Most of these early projects don’t offer high-speed broadband from space, but instead offer low-bandwidth connections suitable for emergency calls and texting. All of these are aimed at serving the currently underserved populations around the world who do not live within the range of traditional cell tower networks.
Full-scale commercialization of the moon
Despite economic uncertainty, we believe new records will be set in space technology as huge commercial projects are funded.
Decades after the Apollo program ended in 1972, extensive government and commercial efforts are underway to “return to the moon.” It was initiated by NASA’s Artemis program. traveling to the moon
At about the same time, the first fully privately funded lunar mission was launched by SpaceX for the Japanese company iSpace. iSpace is making a fuel-efficient trip to the moon and will get there in April. This is the first fully commercial mission to land on the moon and a milestone for cooperation between the United States and Japan in space. Other commercial companies, such as Intuitive Machines and Astrobotic, are also aiming to land on the moon.
2023 is expected to be a breakthrough year for the cislunar ecosystem, as the first commercial companies head to the moon alongside national efforts.
Three drivers of revenue growth
Developments in the defense, cybersecurity, and climate sectors will prove to be strong tailwinds for space technology revenues in 2023. With record growth in defense budgets driven by the war and rising geopolitical tensions in Ukraine boosting business, and a growing desire by governments for sovereignty, space assets are on huge orders in the sector. will connect. And cybersecurity is another tool in the geopolitical toolbox, so satellite resilience to attacks is a priority.
An increasing reliance on orbit-generated datasets means an exponential increase in security requirements for the flow of data from satellites to the cloud and ground stations. We believe 2023 will be the year the industry adopts quantum capabilities.
