우주선 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the spacecraft market size is expected to grow from USD 44.66 billion in 2025 to USD 49.62 billion in 2026 and is forecast to reach USD 78.73 billion by 2031 at a 9.67% CAGR over 2026-2031.

This report is Segmented by Type (Satellites, Cargo Spacecraft, Crewed Spacecraft, and Deep-Space Probes), Application (Communication, Earth Observation, Navigation and Mapping, and More), Orbit (Low Earth Orbit, Medium Earth Orbit, and More), Subsystem (Propulsion Systems, and More), and Geography (North America, Europe, Asia-Pacific, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Spacecraft Market Trends and Insights

Adoption of Commercial-Off-the-Shelf Electronics is Accelerating Spacecraft Development

COTS components shorten design cycles and lower unit costs by replacing long-lead, radiation-hardened parts with high-volume automotive or consumer chips, safeguarded through software error correction and redundancy. The Aerospace Corporation's 2024 guidelines confirm that COTS processors now power guidance computers in small satellites flying below 600 km for up to five years. ESA echoed the trend by green-lighting commercial microcontrollers for non-critical subsystems, enabling primes to source from Infineon and Texas Instruments rather than waiting 18 months for space-qualified equivalents. The US Space Development Agency's Tranche 1 transport layer specifies COTS-heavy designs to hit 90-day replenishment goals. The DoD's 2025 acquisition policy revision further encourages the adoption of COTS for missions with manageable risk. Together, these moves accelerate procurement while introducing supply chain exposure to commercial fabs.

Growth of Broadband Satellite Constellations is Increasing Spacecraft Manufacturing Demand

Mega-constellations require assembly line production. SpaceX's Redmond plant builds six Starlink spacecraft daily, holding per-unit cost under USD 1 million and resetting pricing expectations. Europe's IRIS2 contract allocates EUR 10.6 billion (USD 12.39 billion) to 290 satellites, justifying investments in automated testing and pushing the first launches to 2028. Amazon's Project Kuiper received approval for 3,236 satellites and booked 83 launches through 2029, triggering a production ramp in 2025-2026. OneWeb, majority-owned by Eutelsat, is planning a higher-capacity second generation that will reopen its supply chain. This flood of orders institutionalizes mass-manufacturing practices across the spacecraft market.

Launch-Site Capacity Constraints and Manifest Congestion Are Delaying Deployments

Cape Canaveral and Kennedy Space Center hosted more than 50 launches in 2024, stretching range safety staffing and causing multi-week slips when anomalies struck. Vandenberg completed upgrades for 50 flights per year, yet SpaceX has requested over 40 slots alone. Blue Origin's New Glenn debut moved to 2025, partly due to pad availability conflicts. Such saturation cascades to spacecraft builders, extending delivery timelines and adding cost buffers.

Other drivers and restraints analyzed in the detailed report include:

1. Government Lunar and Mars Exploration Programs Are Driving Advanced Spacecraft Procurement
2. Rising Defense ISR Requirements Are Expanding Small-Satellite Deployments
3. Increasing Space Debris and Collision Risks Are Complicating Mission Planning

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Satellites generated 76.78% of the 2025 revenue for the spacecraft market, confirming their centrality to communication, navigation, and Earth observation missions. In contrast, cargo spacecraft are forecast to post a 10.12% CAGR, making them the fastest-growing segment of the spacecraft market. NASA's Commercial Lunar Payload Services has already allocated USD 800 million, securing two to three cislunar cargo flights per year and cementing demand for uncrewed logistics craft. Sierra Space's Dream Chaser, with a 5,500 kg capacity and runway landing, is set for a late-2024 ISS debut and differentiates through gentle re-entry profiles.

Cargo growth dovetails with planned commercial stations, where Axiom modules and Orbital Reef concepts need routine supply. Crewed spacecraft remain niche but lucrative; SpaceX's Dragon capsules dominate current rotations, while Boeing's Starliner clears final certification for operational flights in 2026. Deep-space probes, although low-volume, deliver high contracting value and drive subsystem innovations, such as deep-space optical links and autonomous navigation. Collectively, the expanding mix sustains a broad production base and underpins the spacecraft market.

Communication retained a 42.24% share of the spacecraft market size for 2025, reflecting the relentless demand for broadband capacity and secure defense links. Technology demonstration missions, however, are forecast to grow at a 10.32% CAGR through 2031 as operators validate life-extension, debris-removal, and on-orbit assembly concepts. In-orbit servicing successes, such as MEV dockings and forthcoming Astroscale operations, signal a commercial tipping point.

The growth of the Earth observation segment is powered by sub-meter synthetic aperture radar constellations that fulfill defense and agritech analytics. Navigation missions maintain a steady cadence with GPS III and Galileo replenishments, ensuring batch orders are fulfilled every two to three years. Science missions, such as the Europa Clipper, which exceeds USD 5 billion, act as technology pathfinders and maintain institutional knowledge at prime contractors.

Complete Report Scope:

• By Type
  • Satellites
  • Cargo Spacecraft
  • Crewed Spacecraft
  • Deep-Space Probes
• By Application
  • Communication
  • Earth Observation
  • Navigation and Mapping
  • Science and Exploration
  • Technology Demonstration
• By Orbit
  • Low Earth Orbit (LEO)
  • Medium Earth Orbit (MEO)
  • Geostationary Orbit (GEO)
  • Others
• By Subsystem
  • Propulsion Systems
  • Power Systems
  • Communication Systems
  • Thermal Control Systems
  • Guidance and Navigation Systems
  • Payloads
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • United Kingdom
    • France
    • Germany
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • South America
    • Brazil
    • Rest of South America
  • Middle East and Africa
    • Middle East
      • United Arab Emirates
      • Saudi Arabia
      • Rest of Middle East
    • Africa
      • South Africa
      • Rest of Africa

Geography Analysis

North America contributed 47.89% of 2025 revenue, buoyed by Orion capsule orders and SpaceX's 148 launches in 2024 that soak up Cape and Vandenberg capacity. The National Reconnaissance Office's sub-USD 50 million small-sat awards further embed proliferated architectures. Canada's Telesat Lightspeed constellation targets a 2026 service launch, cementing regional broadband competition.

Asia-Pacific is forecast to witness the highest growth at an 11.25% CAGR to 2031. China executed 67 orbital launches in 2024, showcasing reusable boosters such as Landspace's Zhuque-3 and expanding the commercial payload share. India's NewSpace India Limited (NSIL) booked twelve small-sat launches and is maturing a reusable launch demonstrator to halve per-kilogram prices. Japan's Martian Moons eXploration probe remains on track for 2026, emphasizing deep-space ambition: South Korea's Nuri rocket and Taiwan's maiden Triton weather satellite signal broader regional participation.

Europe advances strategic autonomy with the IRIS2 sovereign broadband program and the asteroid-defense Hera mission. OHB SE continues to carve out a 500 kg-class niche, while the UK invests in the Oberon and ISTARI ISR constellations. Sanctions constrain Russia to 19 launches in 2024, but domestic GEO and Progress logistics remain steady. The Middle East and Africa are gaining momentum through the UAE's MBZ-SAT and Saudi Vision 2030 initiatives, signaling growing demand for high-resolution imaging and secure links.

1. Airbus SE
2. The Boeing Company
3. Lockheed Martin Corporation
4. Northrop Grumman Corporation
5. Space Exploration Technologies Corp.
6. Thales Group
7. Blue Origin Enterprises, L.P.
8. Sierra Space Corporation
9. Rocket Lab Limited
10. Israel Aerospace Industries Ltd.
11. OHB SE
12. Mitsubishi Electric Corporation
13. Axiom Space, Inc.
14. Surrey Satellite Technology Ltd.
15. Indian Space Research Organisation
16. China Aerospace Science and Technology Corporation
17. Planet Labs PBC

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Adoption of commercial-off-the-shelf electronics is accelerating spacecraft development
  • 4.2.2 Growth of broadband satellite constellations is increasing spacecraft manufacturing demand
  • 4.2.3 Government lunar and Mars exploration programs are driving advanced spacecraft procurement
  • 4.2.4 Rising defense ISR requirements are expanding small satellite deployments
  • 4.2.5 In-orbit servicing and life-extension concepts are creating new spacecraft demand
  • 4.2.6 Additive manufacturing is enabling scalable and cost-efficient spacecraft production
• 4.3 Market Restraints
  • 4.3.1 Launch-site capacity constraints and launch manifest congestion are delaying deployments
  • 4.3.2 Increasing space debris and collision risks are complicating mission planning
  • 4.3.3 Export control regulations are restricting international spacecraft collaboration
  • 4.3.4 Shortages of radiation-hardened components are constraining spacecraft production
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Type
  • 5.1.1 Satellites
  • 5.1.2 Cargo Spacecraft
  • 5.1.3 Crewed Spacecraft
  • 5.1.4 Deep-Space Probes
• 5.2 By Application
  • 5.2.1 Communication
  • 5.2.2 Earth Observation
  • 5.2.3 Navigation and Mapping
  • 5.2.4 Science and Exploration
  • 5.2.5 Technology Demonstration
• 5.3 By Orbit
  • 5.3.1 Low Earth Orbit (LEO)
  • 5.3.2 Medium Earth Orbit (MEO)
  • 5.3.3 Geostationary Orbit (GEO)
  • 5.3.4 Others
• 5.4 By Subsystem
  • 5.4.1 Propulsion Systems
  • 5.4.2 Power Systems
  • 5.4.3 Communication Systems
  • 5.4.4 Thermal Control Systems
  • 5.4.5 Guidance and Navigation Systems
  • 5.4.6 Payloads
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 United Kingdom
    • 5.5.2.2 France
    • 5.5.2.3 Germany
    • 5.5.2.4 Russia
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 India
    • 5.5.3.3 Japan
    • 5.5.3.4 South Korea
    • 5.5.3.5 Rest of Asia-Pacific
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Rest of South America
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 United Arab Emirates
      • 5.5.5.1.2 Saudi Arabia
      • 5.5.5.1.3 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Airbus SE
  • 6.4.2 The Boeing Company
  • 6.4.3 Lockheed Martin Corporation
  • 6.4.4 Northrop Grumman Corporation
  • 6.4.5 Space Exploration Technologies Corp.
  • 6.4.6 Thales Group
  • 6.4.7 Blue Origin Enterprises, L.P.
  • 6.4.8 Sierra Space Corporation
  • 6.4.9 Rocket Lab Limited
  • 6.4.10 Israel Aerospace Industries Ltd.
  • 6.4.11 OHB SE
  • 6.4.12 Mitsubishi Electric Corporation
  • 6.4.13 Axiom Space, Inc.
  • 6.4.14 Surrey Satellite Technology Ltd.
  • 6.4.15 Indian Space Research Organisation
  • 6.4.16 China Aerospace Science and Technology Corporation
  • 6.4.17 Planet Labs PBC

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment