우주 기반 레이저 통신 시장 - 세계 및 지역별 분석 : 최종사용자별, 용도별, 솔루션별, 구성요소별, 통신 거리별, 국가별 - 분석과 예측(2025-2035년)

Introduction to Global Space-based Laser Communication Market

The global space-based laser communication market has experienced remarkable growth in recent years due to the deployment of second-generation satellites equipped with inter-satellite links (ISL). This growth is primarily driven by technologies such as artificial intelligence (AI), electronically steered antennas (ESAs), miniaturization of parts, and inter-satellite links (ISLs) that enhance communication performance both on the ground and in space. Additionally, the market growth is influenced by mega constellations from notable companies such as OneWeb, SpaceX, and Amazon's Project Kuiper in low Earth orbit (LEO) and medium Earth orbit (MEO). In 2024, the satellites deployed in low orbit, such as those from Starlink, are now incorporating laser terminals. These satellites form a constellation with optical inter-satellite links (OISLs), creating a robust mesh network in space. Telesat's LightSpeed constellation also plans to include optical satellite links upon its full deployment, and OneWeb is considering adding optical links in its phase two rollout. Amazon's Kuiper constellation has been designed from the outset to enable inter-satellite links. Notable companies include Tesat-Spacecom GmbH & Co., SKYLOOM, Bridgecomm, and Mynaric, among others. These companies heavily invest in research and development to introduce innovative and advanced laser terminals. The market can be segmented based on end user, application, solution, component, and range, and it is expected to witness continued growth as key players and government space agencies invest in advanced technologies to enhance performance and effectiveness, leading to new opportunities for growth and innovation in the sector.

Market Introduction

The global space-based laser communication market has witnessed significant growth and advancements in recent years. Laser-based satellite communication offers a promising opportunity to extend terrestrial network functionalities to satellite networks, effectively bridging the digital divide and enabling many applications. These applications encompass virtual private networks, edge computing, advanced 5G/6G services, seamless internet connectivity to and from space, and communication with airborne assets. The current capabilities of conventional satellite systems fall short of providing such extensive functionalities.

Furthermore, satellite constellations are expected to drive the market during the forecast period. These constellations provide global or near-global coverage, ensuring that at least one satellite is available at any time and location on Earth. This continuous coverage is particularly valuable for applications such as telecommunications, Earth observation, data relay, and global positioning systems, where uninterrupted connectivity and data acquisition are essential. The availability of satellite constellations opens new possibilities for a wide range of industries, including telecommunications, space exploration, climate monitoring, surveillance and security, and more.

Industrial Impact

The space-based laser communication market has a transformative impact by revolutionizing global communication networks with higher data rates and lower latency. This technology enhances space exploration, enables real-time control of missions, and fosters global connectivity through satellite mega constellations, bridging digital divides. It drives innovation and business opportunities across sectors such as satellite manufacturing, IoT, and data analytics. Moreover, it supports data-driven insights for scientific research, environmental monitoring, and disaster response. This growth fuels economic expansion, job creation, and educational advancements while prompting discussions on security, regulation, and sustainable space operations.

Market Segmentation:

Segmentation 1: by Application

• Technology Development
• Earth Observation and Remote Sensing
• Data Relay
• Communication
• Surveillance and Security
• Research and Space Exploration

Communication to Witness the Highest Growth between 2024 and 2035

The global space-based laser communication market is expected to be dominated by the communication application in 2024. Space-based laser communication emerges as a notably auspicious technology poised to offer future broadband communication solutions. Among the forefront contributors in propelling satellite communication systems, TNO occupies a distinguished role. By teaming up with Hyperion Technologies, TNO is actively engaged in the advancement of the CubeCat laser terminal, tailored to cater to the specific demands of the SmallSat market.

Segmentation 2: by End User

• Government and Military
• Commercial

Segmentation 3: by Solution

• Space-to-Space
• Space-to-Other Application
• Space-to-Ground Station

Segmentation 4: by Component

• Optical Head
• Laser Receiver and Transmitter
• Modulator and Demodulator
• Pointing Mechanism
• Others

Segmentation 5: by Range

• Short Range (Below 5,000 Km)
• Medium Range (Below 5,000-35,000 Km)
• Long Range (Above 35,000 Km)

Segmentation 6: by Region

• North America - U.S. and Canada
• Europe - U.K., France, Germany, Russia, and Rest-of-Europe
• Asia-Pacific - China, India, Japan, South Korea, and Rest-of-Asia-Pacific
• Rest-of-the-World - South America and Middle East and Africa

North America to Dominate Global Space-Based Laser Communication Market (by Region)

The presence of a larger number of established space-based laser communication providers is driving the market in the region. The presence of major industry players such as General Atomics, Bridgecomm, Atlas Space Operation, and Ball Aerospace & Technologies within the region with growth strategies such as partnerships are paving the way for market opportunities.

The U.S. is one of the significant countries with various key players producing laser communication terminals. With a strong focus on space exploration, national security, and communication infrastructure, the U.S. remains at the forefront of laser communication technology, continuously exploring new applications and pushing the boundaries of high-speed, secure, and reliable data transmission in space and beyond. For instance, in August 2022, the Defense Advanced Research Projects Agency (DARPA) chose five commercial satellite operators, including SpaceX, Telesat, SpaceLink, Viasat, and Amazon's Kuiper, for its Space-Based Adaptive Communications Node (Space-BACN) project.

Recent Developments in the Global Space-based Laser Communication Market

• In August 2023, Space Development Agency (SDA) awarded a contract worth $3 million to design and develop an optical ground station for data transmission with satellites in low Earth orbit (LEO) and for the demonstration of connections with space-based optical communication terminals. SDA, under the U.S. Space Force, is building a vast constellation of military satellites, each equipped with multiple laser communication terminals. The ground terminal will include a substantial telescope along with laser transmitters and receivers. It must be compatible with optical communication terminals on SDA's satellites, which are supplied by various manufacturers.
• In June 2023, Mynaric secured a contract with Raytheon Technologies to supply optical communication terminals for the Space Development Agency (SDA)'s Tranche 1 Tracking Layer program. Raytheon Technologies, the recipient of the seven-vehicle mission satellite constellation, was awarded this prestigious program.
• In June 2023, LASER LIGHT COMMUNICATIONS INC signed a partnership with Nokia worth $25 million to start building LASER LIGHT's projected worldwide all-optical network. LASER LIGHT would utilize Nokia optical and IP solutions and technologies solely in the deal to allow the first stage of its proposed Extended Ground Network System (XGNS) to reach and service different places.
• In May 2023, Tesat-Spacecom GmbH & Co. announced a partnership with SES to develop and integrate the Quantum Key Distribution (QKD) payload for the EAGLE-1 satellite. The primary objective of this collaboration between SES and TESAT is to achieve a crucial milestone in Europe's pioneering quantum secure communications initiative, EAGLE-1. This payload includes the Scalable Optical Terminal SCOT80, which establishes a secure optical link from space to the ground, and the QKD module of the satellite.
• In May 2023, Mynaric announced that it entered into a definitive agreement for the sale of CONDOR Mk3 terminals to Loft Federal, a subsidiary of Loft Orbital. Loft Federal was selected to produce, deploy, and operate NExT - the Space Development Agency (SDA)'s Experimental Testbed and utilized the terminals to support secure and reliable communications. Terminal deliveries were primarily scheduled for the first half of 2024.

Demand - Drivers and Limitations

Market Demand Drivers: Deployment of Quantum Key Distribution for Secure Data Exchange

The need for robust security measures becomes even more critical in the global space-based laser communication market, where high-speed and long-range data transmission is essential. The deployment of QKD systems using laser communication is still in its early stages, but there is growing interest in the technology from government agencies, financial institutions, and other organizations that need to protect their data from attack. As the technology matures and the cost of QKD systems decreases, more widespread deployment of QKD systems using laser communication is expected during the forecast period.

Market Challenges: Distortions in Laser Signals during Space-to-Ground Communication

Laser signals can experience distortions due to atmospheric conditions, presenting a significant challenge in achieving optimal signal quality. To address this issue, adaptive optics systems, which often utilize deformable mirrors, are employed to correct for the distortions caused by the atmosphere. Despite the benefits of adaptive optics, atmospheric turbulence remains a persistent challenge for laser communications. The unpredictable nature of turbulence can still lead to fluctuations and variations in signal quality, impacting the overall performance of laser communication systems.

Market Opportunities: Direct Data Downstream from LEO Observation Satellite-to-Ground

Laser communication offers a number of advantages over radio wave communication for direct data downstream from LEO observation satellites. Lasers can transmit data at much higher speeds than radio waves, significantly improving the throughput of data from satellites to the ground. In this process, LEO observation satellites capture various data types, such as high-resolution images, environmental measurements, and other sensor readings during their orbits around the Earth.

How can this report add value to an organization?

Product/Innovation Strategy: The product segment helps the reader understand the different types of components available for deployment and their potential globally. Moreover, the study provides the reader with a detailed understanding of the global space-based laser communication market by component, solution, and range.

Growth/Marketing Strategy: The global space-based laser communication market has seen major development by key players operating in the market, such as contract, collaboration, and joint venture. The favored strategy for the companies has been contracts to strengthen their position in the global space-based laser communication market. For instance, in May 2023, Mynaric announced that it had entered into a definitive agreement for the sale of CONDOR Mk3 terminals to Loft Federal, a subsidiary of Loft Orbital. Loft Federal was selected to produce, deploy, and operate NExT - the Space Development Agency (SDA)'s Experimental Testbed and utilized the terminals to support secure and reliable communications. Terminal deliveries were primarily scheduled for the first half of 2024.

Competitive Strategy: Key players in the global space-based laser communication market analyzed and profiled in the study involve major global space-based laser communication companies providing components. Moreover, a detailed market share analysis of the players operating in the global space-based laser communication market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.

Methodology: The research methodology design adopted for this specific study includes a mix of data collected from primary and secondary data sources. Both primary resources (key players, market leaders, and in-house experts) and secondary research (a host of paid and unpaid databases), along with analytical tools, are employed to build the predictive and forecast models.

Data and validation have been taken into consideration from both primary sources as well as secondary sources.

Key Considerations and Assumptions in Market Engineering and Validation

• Detailed secondary research has been done to ensure maximum coverage of manufacturers/suppliers operational in a country.
• Exact revenue information, up to a certain extent, will be extracted for each company from secondary sources and databases. Revenues specific to product/service/technology will then be estimated for each market player based on fact-based proxy indicators as well as primary inputs.
• Based on the classification, the average selling price (ASP) is calculated using the weighted average method.
• The currency conversion rate has been taken from the historical exchange rate of Oanda and/or other relevant websites.
• Any economic downturn in the future has not been taken into consideration for the market estimation and forecast.
• The base currency considered for the market analysis is US$. Currencies other than the US$ have been converted to the US$ for all statistical calculations, considering the average conversion rate for that particular year.
• The term "product" in this document may refer to "service" or "technology" as and where relevant.
• The term "manufacturers/suppliers" may refer to "service providers" or "technology providers" as and where relevant.

Primary Research

The primary sources involve industry experts from the defense industry, including satellite manufacturers and satellite operators. Respondents such as CEOs, vice presidents, marketing directors, and technology and innovation directors have been interviewed to obtain and verify both qualitative and quantitative aspects of this research study.

Secondary Research

This study involves the usage of extensive secondary research, company websites, directories, and annual reports. It also makes use of databases, such as Spacenews, Bloomberg, Factiva, Businessweek, and others, to collect effective and useful information for a market-oriented, technical, commercial, and extensive study of the global market.

Secondary research was done to obtain critical information about the industry's value chain, the market's monetary chain, revenue models, the total pool of key players, and the current and potential use cases and applications.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on thorough secondary research, which includes analyzing company coverage, product portfolio, market penetration, and insights gathered from primary experts.

Some prominent names established in this market are:

• Tesat-Spacecom GmbH & Co.
• Mynaric
• SKYLOOM
• SPACE MICRO, INC.
• Thales Alenia Space
• General Atomics
• Bridgecomm
• LASER LIGHT COMMUNICATIONS INC
• Odysseus Space SA

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

• 1.1 Trends: Current and Future Impact Assessment
• 1.2 Supply Chain Overview
  • 1.2.1 Value Chain Analysis
  • 1.2.2 Pricing Analysis
• 1.3 Research and Development Review
  • 1.3.1 Patent Filing Trend by Country and by Company
• 1.4 Regulatory Landscape
• 1.5 Stakeholder Analysis
  • 1.5.1 Use Case
  • 1.5.2 End User and Buying Criteria
  • 1.5.3 End User Analysis
• 1.6 Impact Analysis for Key Global Events
• 1.7 Market Dynamics Overview
  • 1.7.1 Market Drivers
  • 1.7.2 Market Restraints
  • 1.7.3 Market Opportunities
• 1.8 Startup Landscape
• 1.9 Ongoing and Upcoming Project Details
• 1.10 Deployment Models and Cost Analysis
  • 1.10.1 Comparison of GEO, LEO, and MEO deployment strategies
  • 1.10.2 Cost Analysis: RF communication Vs Laser Communication

2. Space-Based Laser Communication Market (by Application)

• 2.1 Application Segmentation
• 2.2 Application Summary
• 2.3 Space-Based Laser Communication Market (by End User), Value ($Million)
  • 2.3.1 Government and Military
  • 2.3.2 Commercial
• 2.4 Space-Based Laser Communication Market (by Application), Value ($Million)
  • 2.4.1 Technology Development
  • 2.4.2 Earth Observation and Remote Sensing
  • 2.4.3 Data Relay
  • 2.4.4 Communication
  • 2.4.5 Surveillance and Security
  • 2.4.6 Research and Space Exploration
  • 2.4.7 Communication

3. Space-Based Laser Communication Market (by Product)

• 3.1 Product Segmentation
• 3.2 Product Summary
• 3.3 Space-Based Laser Communication Market (by Solution), Value ($Million)
  • 3.3.1 Space-to-Space
  • 3.3.2 Space-to-Other Application
  • 3.3.3 Space-to-Ground Station
• 3.4 Space-Based Laser Communication Market (by Component), Value ($Million)
  • 3.4.1 Optical Head
  • 3.4.2 Laser Receiver and Transmitter
  • 3.4.3 Modulator and Demodulator
  • 3.4.4 Pointing Mechanism
  • 3.4.5 Others
• 3.5 Space-Based Laser Communication Market (by Range), Value ($Million)
  • 3.5.1 Short Range (Below 5,000 Km)
  • 3.5.2 Medium Range (5,000-35,000 Km)
  • 3.5.3 Medium Range (5,000-35,000 Km)

4. Region

• 4.1 Space-Based Laser Communication Market (by Region)
• 4.2 North America
  • 4.2.1 Regional Overview
  • 4.2.2 Driving Factors for Market Growth
  • 4.2.3 Factors Challenging the Market
  • 4.2.4 Application
  • 4.2.5 Product
  • 4.2.6 North America (by Country)
    • 4.2.6.1 U.S.
      • 4.2.6.1.1 Application
      • 4.2.6.1.2 Product
    • 4.2.6.2 Canada
      • 4.2.6.2.1 Application
      • 4.2.6.2.2 Product
• 4.3 Europe
  • 4.3.1 Regional Overview
  • 4.3.2 Driving Factors for Market Growth
  • 4.3.3 Factors Challenging the Market
  • 4.3.4 Application
  • 4.3.5 Product
  • 4.3.6 Europe (by Country)
    • 4.3.6.1 Germany
      • 4.3.6.1.1 Application
      • 4.3.6.1.2 Product
    • 4.3.6.2 France
      • 4.3.6.2.1 Application
      • 4.3.6.2.2 Product
    • 4.3.6.3 U.K.
      • 4.3.6.3.1 Application
      • 4.3.6.3.2 Product
    • 4.3.6.4 Russia
      • 4.3.6.4.1 Application
      • 4.3.6.4.2 Product
    • 4.3.6.5 Rest-of-Europe
      • 4.3.6.5.1 Application
      • 4.3.6.5.2 Product
• 4.4 Asia-Pacific
  • 4.4.1 Regional Overview
  • 4.4.2 Driving Factors for Market Growth
  • 4.4.3 Factors Challenging the Market
  • 4.4.4 Application
  • 4.4.5 Product
  • 4.4.6 Asia-Pacific (by Country)
    • 4.4.6.1 China
      • 4.4.6.1.1 Application
      • 4.4.6.1.2 Product
    • 4.4.6.2 Japan
      • 4.4.6.2.1 Application
      • 4.4.6.2.2 Product
    • 4.4.6.3 South Korea
      • 4.4.6.3.1 Application
      • 4.4.6.3.2 Product
    • 4.4.6.4 India
      • 4.4.6.4.1 Application
      • 4.4.6.4.2 Product
    • 4.4.6.5 Rest-of-Asia-Pacific
      • 4.4.6.5.1 Application
      • 4.4.6.5.2 Product
• 4.5 Rest-of-the-World
  • 4.5.1 Regional Overview
  • 4.5.2 Driving Factors for Market Growth
  • 4.5.3 Factors Challenging the Market
  • 4.5.4 Application
  • 4.5.5 Product
  • 4.5.6 Rest-of-the-World (by Region)
    • 4.5.6.1 South America
      • 4.5.6.1.1 Application
      • 4.5.6.1.2 Product
    • 4.5.6.2 Middle East and Africa
      • 4.5.6.2.1 Application
      • 4.5.6.2.2 Product

5. Markets - Competitive Landscape & Company Profiles

• 5.1 Next Frontiers
• 5.2 Geographic Assessment
• 5.3 Company Profiles
  • 5.3.1 Bridgecomm
    • 5.3.1.1 Overview
    • 5.3.1.2 Top Products/Product Portfolio
    • 5.3.1.3 Top Competitors
    • 5.3.1.4 Target Customers
    • 5.3.1.5 Key Personnel
    • 5.3.1.6 Analyst View
    • 5.3.1.7 Market Share
  • 5.3.2 General Atomics
    • 5.3.2.1 Overview
    • 5.3.2.2 Top Products/Product Portfolio
    • 5.3.2.3 Top Competitors
    • 5.3.2.4 Target Customers
    • 5.3.2.5 Key Personnel
    • 5.3.2.6 Analyst View
    • 5.3.2.7 Market Share
  • 5.3.3 HENSOLDT
    • 5.3.3.1 Overview
    • 5.3.3.2 Top Products/Product Portfolio
    • 5.3.3.3 Top Competitors
    • 5.3.3.4 Target Customers
    • 5.3.3.5 Key Personnel
    • 5.3.3.6 Analyst View
    • 5.3.3.7 Market Share
  • 5.3.4 LASER LIGHT COMMUNICATIONS INC
    • 5.3.4.1 Overview
    • 5.3.4.2 Top Products/Product Portfolio
    • 5.3.4.3 Top Competitors
    • 5.3.4.4 Target Customers
    • 5.3.4.5 Key Personnel
    • 5.3.4.6 Analyst View
    • 5.3.4.7 Market Share
  • 5.3.5 Mynaric
    • 5.3.5.1 Overview
    • 5.3.5.2 Top Products/Product Portfolio
    • 5.3.5.3 Top Competitors
    • 5.3.5.4 Target Customers
    • 5.3.5.5 Key Personnel
    • 5.3.5.6 Analyst View
    • 5.3.5.7 Market Share
  • 5.3.6 ODYSSEUS SPACE SA
    • 5.3.6.1 Overview
    • 5.3.6.2 Top Products/Product Portfolio
    • 5.3.6.3 Top Competitors
    • 5.3.6.4 Target Customers
    • 5.3.6.5 Key Personnel
    • 5.3.6.6 Analyst View
    • 5.3.6.7 Market Share
  • 5.3.7 Skyloom
    • 5.3.7.1 Overview
    • 5.3.7.2 Top Products/Product Portfolio
    • 5.3.7.3 Top Competitors
    • 5.3.7.4 Target Customers
    • 5.3.7.5 Key Personnel
    • 5.3.7.6 Analyst View
    • 5.3.7.7 Market Share
  • 5.3.8 SPACE MICRO, INC
    • 5.3.8.1 Overview
    • 5.3.8.2 Top Products/Product Portfolio
    • 5.3.8.3 Top Competitors
    • 5.3.8.4 Target Customers
    • 5.3.8.5 Key Personnel
    • 5.3.8.6 Analyst View
    • 5.3.8.7 Market Share
  • 5.3.9 Tesat-Spacecom GmbH & Co
    • 5.3.9.1 Overview
    • 5.3.9.2 Top Products/Product Portfolio
    • 5.3.9.3 Top Competitors
    • 5.3.9.4 Target Customers
    • 5.3.9.5 Key Personnel
    • 5.3.9.6 Analyst View
    • 5.3.9.7 Market Share
  • 5.3.10 Thales Alenia Space
    • 5.3.10.1 Overview
    • 5.3.10.2 Top Products/Product Portfolio
    • 5.3.10.3 Top Competitors
    • 5.3.10.4 Target Customers
    • 5.3.10.5 Key Personnel
    • 5.3.10.6 Analyst View
    • 5.3.10.7 Market Share
• 5.4 List of Other Key Companies

6. Research Methodology