Anchor Report: Global satellites - Fusion of satellites, connectivity, and AI

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Anchor Report: Global satellites - Fusion of satellites, connectivity, and AI

Global Markets Research

13 June 2026Global satellites

EQUITY: TECHNOLOGY

Fusion of satellites, connectivity, and AI Research Analysts

Asia Technology

Increased applications of satellite industry, and Anne Lee, CFA - NITB

anne.lee@nomura.comimplications for the supply chain

+886(2) 21769966

Space satellites – accelerating launch plans with spec upgrades Frank Fan - NIHK

In this report, we study the growing satellite market and increasing applications of frank.fan@nomura.com

broadband, mobile, and AI related to satellite market development. According to SpaceX's +852 2252 2195

IPO prospectus, in the global satellite market, SpaceX (SPCX US, Not rated) holds an Kenny Chen - NITB

over 80% global mass to orbit market share since 2023, and other key players of the kenny.chen@nomura.com

satellite industry include Amazon and OneWeb. According to the prospectus, SpaceX +886 2 21769978

occupies a unique position in the global space industry in building integrated hardware Donnie Teng - NIHK

and software infrastructure of the future across space, connectivity, and AI. SpaceX has donnie.teng@nomura.com

launched 10,000+ Starlink satellites as of 1Q26, and has set an aggressive target to +852 2252 1439

launch 42,000 satellites by 2030E. The company is planning to upgrade its current Carol Hu - NITB

satellites to V3 (carried by Starship V3) later this year. This new generation of satellites carol.r.hu@nomura.com

represents a major architecture overhaul vs V2 Mini. Each full Starship launch carrying V3 +886(2) 21769963

satellites injects 60 Terabits per second (Tbps) of capacity into the constellation – over 20 Eric Chen, CFA - NITB