세계의 위성 산업 현황과 전망 : 2025년 주요 전개와 2026년 전망

The global satellite market is expected to reach $392 billion in 2026. Competition will intensify as Starlink continues expanding satellite broadband and direct-to-cell (D2C) services into emerging markets, prompting MEO/HEO/GEO satellite operators to accelerate multi-orbit deployment strategies to counter Starlink's growing influence.

Meanwhile, early-stage 6G deployment is underway. As global satellite service markets rapidly scale, Taiwanese manufacturers are shifting production bases to Southeast Asia while increasing shipments of key satellite components.

Key Highlights

• Global satellite market anticipates substantial growth amid intensifying competition.
• Starlink expands satellite broadband and direct-to-cell services into emerging markets, driving rivals to hasten multi-orbit strategies.
• MEO/HEO/GEO operators accelerate deployments to counter Starlink's dominance.
• Early-stage 6G deployment progresses alongside rapid scaling of global satellite services.
• Taiwanese manufacturers relocate production to Southeast Asia while boosting shipments of essential satellite components.

Table of Contents

1. Review of the Global Satellite Industry in 2025

• Table 1: 2025 Deployment Status of Major Global Satellite Operators in Emerging Markets
• Figure 1: Estimated Number of Starlink Users in Key Markets (2024-2026)
• Table 2: Status of D2C Service Launches by T-Mobile, Rogers Communications, au, and Rakuten Communications

2. Technology Trends and Major Vendor Strategies in 2026

• Figure 2: 2022-2026 Global Satellite Market Value Forecast
• Table 3: Development of Multi-Orbit Satellite Applications by MEO/GEO Operators
• Figure 3: SoftBank's Wireless Optical Communications & NTN Integrated Test Scenario
• Figure 4: 6G Deployment Validation by ETRI
• Table 4: Overview of Taiwanese Satellite Component Suppliers' Key Deployments in 2026

3. Key Issues Shaping the Global Satellite Industry in 2026

4. TRI's View