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According to reports, on February 26, Musk's SpaceX announced that the company has successfully published the first post from space to the social platform X through the "Starlink" satellite network. According to SpaceX, this post is implemented through satellite direct-to-cellular network technology, which can transmit signals through the communication network between mobile phones and satellites without passing through ground base stations. The successful application of this technology means that SMS services can also be obtained in areas with weak mobile phone signals, which greatly expands the scope and convenience of communication.
As of December 5, 2023, "Star Chain" has achieved landing applications in 65 countries, serving more than 2 million users, and achieving profitability in the first quarter of 2023, proving the feasibility of the satellite Internet business model. SpaceX said that Starlink will implement short message service in 2024 and plans to expand to voice, data and Internet of Things (IoT) services in 2025. At present, SpaceX is actively laying out the "Star Chain" system directly connected to the mobile phone business, for its realization of Skynet ground network integration, accelerate the global world-wide communication services market to lay an important technical foundation.
Guoxin Securities Research Report shows that according to estimates, the global market space for satellite manufacturing exceeds US $100 billion, and the market space for application is about US $200 billion. China has accelerated the construction of low-orbit satellite constellations. In 2023, it has successfully launched many experimental satellites, newly planned "G60 star chain" and the first star has been offline, private rocket technology has made continuous breakthroughs, Wenchang commercial launch site station 1 has been completed, and many mobile phone manufacturers at the application end have planned to open direct mobile phone satellites. It is expected that the country will launch low-orbit communication satellites on a large scale in 2024, and the industry will usher in a high -1, among them, it is suggested to pay attention to domestic phased array chip/component suppliers [Cheng Chang Technology (001270.SZ)], [Guobo Electronics (688375.SH)], satellite communication load core supplier [Xinke Mobile (688387.SH)], and ground terminal supplier [Haige Communication (002465.SZ)]].
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