Amazon(US:AMZN) Xin Hua She·2026-01-23 06:04Core Viewpoint - The competition for satellite internet among U.S. companies is intensifying, with multiple firms launching projects aimed at providing high-speed internet services through satellite networks, marking a shift from conceptual exploration to large-scale competition in space communication [1][2]. Group 1: Company Initiatives - Blue Origin announced its satellite internet project "TeraWave," which aims to provide up to 6 terabits per second of symmetrical data connectivity through a network of 5,408 satellites, including 5,280 low Earth orbit satellites and 128 medium Earth orbit satellites, targeting enterprise, data center, and government users [1][2]. - SpaceX's "Starlink" project has over 9,000 satellites in orbit and serves more than 9 million users, focusing on the mass market and small institutions, particularly in remote areas and emergency communication scenarios [2][3]. - Amazon's "Low Earth Orbit Satellite Plan" plans to deploy over 3,000 low Earth orbit satellites, primarily targeting enterprise customers, government agencies, and remote communities, with a more measured rollout [2][3]. Group 2: Market Dynamics - The satellite internet sector is characterized by varying technical paths and strategic focuses among U.S. companies, with some emphasizing high throughput and redundancy for enterprise users, while others target broader consumer markets [3]. - The global market for satellite internet is expanding due to the limitations of traditional ground-based networks, with approximately 2.6 billion people lacking adequate internet access, particularly in rural and low-income areas [3][4]. - The competition for orbital positions and frequency resources is becoming a critical factor in the future of space infrastructure, with the rapid increase in satellite numbers leading to concerns about orbital congestion and space debris [4].