20万颗卫星背后 6G加快资源卡位

Core Insights - China has successfully launched a constellation of 19 low Earth orbit satellites, marking a significant step in the development of satellite internet and a strategic move in the global competition for space resources [1] - The recent submission of frequency and orbit resource applications for 203,000 satellites to the International Telecommunication Union (ITU) sets a new record for China, indicating a robust strategy to secure scarce space resources and build an autonomous space-based information network [1][2] Industry Developments - The low Earth orbit and frequency spectrum are considered non-renewable strategic resources, central to global space competition, with estimates suggesting that near-Earth orbit can accommodate approximately 175,000 satellites [1] - The competition for frequency and orbit resources has intensified under the ITU's "first come, first served" rule, pushing China to strategically position itself within international regulations [1][5] Technological Integration - The core of the 6G space-ground integration lies in the fusion of multiple technologies, which will drive the collaborative development of communication, remote sensing, and AI technologies [2] - The combination of communication satellites for wide-area data transmission and remote sensing satellites for high-precision observation will create comprehensive services across various sectors, including remote communication and environmental monitoring [2] Market Potential - The satellite manufacturing sector is expected to transition from customized production to standardized mass production, potentially reducing the cost of manufacturing a single satellite from tens of millions to millions [3] - By 2030, China plans to establish a massive constellation of over 13,000 low Earth orbit satellites, which could lead to an industry chain scale exceeding 1.2 trillion yuan [2] Industry Upgrades - The ITU's stringent compliance requirements are acting as a catalyst for upgrading China's aerospace industry, pushing it towards standardized, mass production and low-cost operations [2][3] - The industry is expected to see a surge in demand for computing power and AI, with the anticipated data generated by 203,000 satellites reaching petabyte levels daily, necessitating new collaborative models for data processing [4] Strategic Outlook - The 203,000 satellite application figure does not represent the final deployment number, as the ITU application mechanism is primarily for pre-coordination of frequency and orbit resources rather than a commitment to satellite launches [5] - To maintain a competitive edge in the global low Earth orbit resource race, a systematic approach is required to transition from technological breakthroughs to large-scale implementation, solidifying China's position in global communication competition [5]