Issue 91

China SATCOM: A Closer Look

1 Feb: Blaine Curcio published his analysis of the Chinese satellite communications market in 2023. He notes there have been some changes in both GEO and Non-GEO Stationary Orbit (NGSO) SATCOM, with better-defined and somewhat bigger ambitions in the GEO space coming from China Satcom, and with significantly more…

1 Feb: Blaine Curcio published his analysis of the Chinese satellite communications market in 2023. He notes there have been some changes in both GEO and Non-GEO Stationary Orbit (NGSO) SATCOM, with better-defined and somewhat bigger ambitions in the GEO space coming from China Satcom, and with significantly more dynamism coming in the NGSO space.

– China Satcom maintains an effective monopoly which limits their incentive to innovate. However the past couple of years has seen increased high-level support for SATCOM, spurring investment/deployment of improved capabilities.

– In Feb 2023 China launched ChinaSat-26 which is China’s first satellite of ~100 Gbps capacity. The satellite provides coverage extending from parts of Eastern Russia to the Horn of Africa and from Australia to Central Asia and is China Satcom’s largest COMSAT to date (next largest being ChinaSat-16, with 20 Gbps). With nearly 2 Gbps per beam and capabilities of bringing 450 Mbps of capacity to any single user terminal, ChinaSat-26 represents a major improvement in China Satcom’s GEO-HTS offerings.

– China Satcom also announced it plans to launch an even bigger satellite, ChinaSat-27 in 2025. ChinaSat-27 will bring 300 Gbps of capacity to most of Africa and Eurasia, with capabilities of bringing 1 Gbps to any single user terminal.

-For the next several years, it seems that there will be a lot of China Satcom capacity coming into markets where there is not immediate demand that China Satcom can serve. Markets from the Pacific Islands to Africa may find additional capacity being dumped at highly competitive prices.

-There are several new entrants into China’s attempt to develop its own pLEO constellation. China appears to be pursuing both a top-down and bottom-up perspective. Top-down there was more government support in 2023 for constellations that were not China SatNet (notably G60).

-China also published a new policy calling for the opening of the telecommunications business to private capital, and promoting the reform of the satellite internet business in steps and stages.

China’s SATCOM sector today is a largely domestic affair. China Satcom sells satellite capacity to Chinese state-owned broadcasters, state-owned telcos, the People’s Liberation Army (PLA), and the state at large. The offerings tend to be relatively old tech, and the solutions are confined to the Chinese market…This is going to change. By the end of 2025, China Satcom will have more GEO capacity than any other satellite operator in Asia-Pacific…and by end of 2025, we may also have the beginnings of a Chinese NGSO broadband constellation coming into the market. We should expect to see a future that is more internationally-focused, and with a greater variety of players competing.

media2.spaceref.com

jamestown.org