Space

卫星联网

 * 1) AMZN
 * 2) SpaceX
 * 3) OneWed (private)
 * 4) ASTS (AST SpaceMobile)
 * 5) Omnispace  (private)
 * 6) Telesat （LORL ）

亚马逊正在开展 Project Kuiper，这是一个由 3,236 颗卫星组成的网络，它计划使用该网络向世界任何地方提供高速互联网. 虽然亚马逊尚未发射其第一颗Kuiper卫星，但美国联邦通信委员会去年批准了该系统，该公司表示计划在Kuiper“投资超过 100 亿美元”.

美国联邦通信委员会对Kuiper的授权意味着亚马逊需要在六年内部署其计划中的一半卫星，因此该公司正准备在 2026 年 7 月之前将约 1,600 颗卫星送入轨道.

美东时间10月26日周二，美国电信运营商Verizon 与亚马逊联合宣布，两家公司将利用相互的优势资源合作推出卫星互联网系统来扩大美国的农村宽带接入.

SpaceX 的 Starlink 网络是该市场的早期领导者，迄今已发射 1,740 颗卫星，在 14 个国家/地区有超过 100,000 名用户参与公测，服务价格为每月 99 美元.

英国拥有的 OneWeb 在部署卫星方面紧随其后，其计划的 648 颗卫星中有近一半处于低地球轨道. 就像亚马逊与 Verizon 的合作一样，OneWeb 也与 AT&T 合作进行美国连接. 自去年破产后，OneWeb 已筹集了 27 亿美元的资金，股东包括英国政府、印度电信巨头 Bharti Enterprises、欧洲卫星运营商 Eutelsat 和日本投资者软银.

还有其他处于不同发展阶段的卫星宽带系统，包括两个美国系统——卫星到智能手机专家 AST SpaceMobile 和洛克希德马丁公司与初创公司 Omnispace 的合作伙伴关系——以及加拿大卫星运营商 Telesat 的 Lightspeed 网络.

From H哥：
1. SPCE (维珍）

2. SRAC / MNTS (空间拖曳)

3、NPA / ASTA (卫星通信)

4、HOL / ASTR (小型火箭发射服务)

5、MAXR( 卫星图像服务）

6、GILT 是ss哥推荐

Top holdings in the other two space ETFs - Procure Space ETF (UFO) and the SPDR S&P Kensho Final Frontiers ETF (ROKT) - include


 * Virgin Galactic (SPCE),
 * Maxar Technologies (MAXR),
 * Raytheon Technologies (RTX),
 * Loral Space & Communications (LORL)
 * Gilat Satellite Networks (GILT).

Space-related #SPACs


 * GNPK - Redwire
 * VACQ - Rocket Lab
 * NSH - Spire Global
 * SFTW - BlackSky
 * HOL - Astra
 * SRAC- Momentus
 * NPA - AST
 * SPCE - Virgin Galactic



VACQ
Rocket Lab USA Inc. is nearing a deal to go public through a merger with special purpose acquisition company Vector Acquisition Corp.

the deal could value the small-satellite launch firm at about $4.1 billion

Vector Acquisition raised $300 million through an initial public offering in September last year.

Rocket Lab is focused on launching smaller satellites into space.

ZNTE
Zanite is targeting companies in the Aviation, Aerospace & Defense, Urban Mobility, and Emerging Technology sectors with an Enterprise Value of $750M+

NPA / AST 用普通的手机通过卫星来通信
March 2, 2021 /PRNewswire/ -- AST & Science, LLC ("AST"), the company building the first and only space-based cellular broadband network accessible directly by standard mobile phones, today announced the Board of Directors of AST SpaceMobile, Inc. ("AST SpaceMobile"). AST SpaceMobile will be a public company (NASDAQ: ASTS) following AST's expected business combination ("AST Business Combination") with New Providence Acquisition Corp. ("NPA") (NASDAQ: NPA, NPAUU and NPAWW), a special purpose acquisition company.

About AST SpaceMobile

AST SpaceMobile is building the first, and only, global broadband cellular network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio. Our team of engineers and space scientists are on a mission to eliminate the connectivity gaps faced by today's five billion mobile subscribers and finally bring broadband to the billions who remain unconnected.

How is SpaceMobile different from other LEO satellite ventures?

We are not aware of any other company that can deliver broadband from space to the mobile phones everyone already has. Other LEO satellites – current and planned – require costly and often network-specific satellite phones, terminals or antennas. With SpaceMobile, we anticipate that wireless subscribers will be able to connect to SpaceMobile with their current mobile phone or IoT device.

Do users need a satellite phone or special antenna?

No, SpaceMobile is being designed to work with standard mobile phones. No separate or specialized satellite hardware will be required.

AST is planning its first commercial satellite launches for the second half of 2022 or early 2023, which are expected to provide satellite coverage in 49 countries along the Equator with 20 satellites.

AST plans to achieve full global mobile coverage with 110 satellites by the end of 2023 or early in 2024 and 5G support with a total of 168 satellites by the end of 2024.

How will SpaceMobile service be offered to consumers?

SpaceMobile is being designed to become an extension of land cellular networks to fill coverage gaps and enable connectivity everywhere. ​AST will sell SpaceMobile airtime to mobile network operators under a wholesale business model. The operator will, in turn, offer expanded and/or new connectivity plans to ​its subscribers.

We are designing the network so mobile subscribers will only need one click to stay connected, without any additional intervention or hardware, as they move between cell towers and SpaceMobile.

商业计划就是跟ISP合作，填补ISP的通信塔覆盖不了的地区.

AST的竞争对手：Omnispace
Omnispace isn’t the only company looking to the stars as a potential venue for delivering 5G connectivity. In December, Vodafone and Texas-based startup AST & Science announced a joint venture to launch a space-based 4G and 5G telecommunication service as early as 2023.

The network, when the first phase is completed, will cover 49 countries around the Earth’s equator using a fleet of 20 satellites to deliver seamless, low-latency mobile connectivity to approximately 1.6bn people.

Omnispace claims that its hybrid network will be commercially available as early as 2022 and, in contrast to the AST Vodafone project, is likely to be targeted at enterprise customers.

The company announced the upcoming launch of its first satellites in November of 2020, choosing SpaceX ridesharing partner Exolaunch to deliver two Thales Alenia Space-built satellites into orbit in 2022.

卫星移动通信现状与未来发展

https://zhuanlan.zhihu.com/p/77792616?utm_source=wechat_session&utm_medium=social&utm_oi=1309013609259970560&utm_campaign=shareopn&wechatShare=1&s_r=0