The space and satellite Internet industry is one of the key areas in today's technology sector. As technology continues to advance and the demand for global internet increases, the space and satellite internet industry plays an important role in connecting the world and providing high-speed internet access.
What are the advantages of satellite internet
Wide coverage, there is no way to build a base station in the ocean or desert; by 2021, 37% of the world's population will still not have access to the Internet. So, not everywhere you can build base stations. In space it would be possible to solve these kinds of problems without having to think about the ground.
To build a satellite internet, the investment is very high. This is because satellites operate in near-Earth orbit, which is a non-renewable resource. Whoever launches the satellite first will have priority. For example, Starlink, OneWeb, Kuiper constellation deployment program in Europe and the United States are investing in the construction, which is of strategic significance.
In addition, satellite Internet can drive the structural upgrading of the whole space industry and drive a new round of industrial change. In the whole industrial ecology, the improvement of national defense science and technology capability drives the private economy and socialized division of labor, accelerates the synergistic development of the upstream and downstream industrial chain, and can promote the accelerated integration of high-quality resources in aerospace, communications, and information, and drive the development of broader manufacturing clusters, which is also a national strategy.
Analyzing the satellite Internet industry from the perspective of business
First of all, the driving factor of this industry is to achieve industrial scale through the iterative upgrading of technology, so as to reduce costs, realize more and more extensive commercial applications as well as drive the synergistic development of the industrial chain, and then prompt the process of iterative upgrading of technology and then cost reduction.
For example, after the launch of the rocket it is scrapped, and now to realize the recovery of the rocket, repeated use, which is a process of cost reduction. There is also the success rate of satellite launches, including the service life of the satellite, the longer the life, the lower the cost. All these mentioned above can be used as indicators for BI analysis.
The business of satellite Internet can be roughly divided into which segments
According to the construction and operation stage is roughly divided into:
1, the space segment, mainly the space base station, including satellite manufacturing and satellite launch these two categories. Satellite manufacturing includes satellite platform construction such as remote sensing, measurement and control, power supply, propulsion, thermal control and other systems and satellite payload. Satellite launch is mainly the manufacture of rockets and rocket launch services.
2, ground segment, mainly related hardware and software support, such as fixed ground stations, mobile terminal, user terminals. Finally, after the satellite is launched through the rocket, the ground command and operation control, measurement and control, and finally for its services.
3, the operational segment, to provide mobile communication services through the satellite, broadband broadcasting services, etc., directly facing the C-end and B-end users.
Generally speaking, behind this industry is related to the military industry, and the range of suppliers can be selected is not large. Because the overall requirements for suppliers are relatively high, such as technology and qualifications, including the number of enterprises of the core components of the equipment is not many. Therefore, the number of upstream supplier companies is small, so the overall bargaining power of suppliers is stronger.
Usually, we also need to know, from the satellite manufacturing, launch, ground base construction to the final launch of the successful network to the final operation of this also requires a long cycle of investment. Therefore, in the different stages of enterprise development, the focus of BI analysis is not the same scope of attention.
Early into the construction stage, because there is no source of income, so focus on the use of funds, project planning and management, R & D management, etc., and then wait until the operation stage, there is income, focusing on the transfer to the market side, the consumer side, focus on the core indicators related to income.
The construction and planning of the entire BI analysis index system and the position of the industry chain in which the enterprise is located, with the development stage of the enterprise is related to the dynamic BI analysis framework is difficult to build difficult here, to be familiar with the industry, to be familiar with the business, but also to the entire industry chain and related business characteristics to do some in-depth analysis and research, in order to say that the industry's BI probably know how to do, the top design and planning should be done. How to carry out, need to do a lot of preliminary input and preparation work.