Core Insights - STMicroelectronics has delivered over 5 billion RF antenna chips to SpaceX for the Starlink satellite network, with the potential to double the delivery quantity in the next two years [3][4] - The growth of space contracts has become a driving force for STMicroelectronics' specialized chip business, shifting from government-led projects to a rapidly growing commercial market [3] - The demand for specialized chips capable of handling high data transmission rates and surviving harsh space environments is increasing, driven by companies like SpaceX, Eutelsat's OneWeb, and Amazon's LEO network plans [3] Company Developments - Since the collaboration began around 2015, STMicroelectronics has supplied over 5 billion RF front-end modules or antenna components to SpaceX [4] - Starlink operates in over 150 markets and has approximately 8 million users [4] - STMicroelectronics is set to provide upcoming inter-satellite laser links for SpaceX and is collaborating with European companies like Thales and Eutelsat on projects, including the EU's planned Iris 2 satellite constellation [4]

人民财讯12月4日电，中信证券指出，11月以来国内低轨卫星组网加速催化，卫星载荷为实现卫星组网 通信功能的关键，其中"星间激光链路"负责星-星传输，为微波通信的升级技术，技术壁垒高，为太空 算力从概念走向实用的关键支撑。预计伴随卫星数量增加、单星算力提升、卫星网络复杂度提升，星间 激光的重要性将进一步提升，建议关注当前在载荷端卡位领先的企业。 ...

中信证券研报表示，11月以来国内低轨卫星组网加速催化，北京发布了太空数据中心建设规划方案，计 划到2030年建成首个太空数据中心，到2035年建成大规模太空数据中心；此前，国防科工局成立商业航 天司+四中全会提及"航天强国"；根据根据上海证券报消息，可回收火箭"长征十二号"/"朱雀三号"首发 在即。卫星载荷为实现卫星组网通信功能的关键，其中"星间激光链路"负责星-星传输，为微波通信的 升级技术，技术壁垒高，为太空算力从概念走向实用的关键支撑。我们预计伴随卫星数量增加、单星算 力提升、卫星网络复杂度提升，星间激光的重要性将进一步提升，建议关注当前在载荷端卡位领先的企 业。 （文章来源：第一财经） ...