우주 발사 및 저궤도(LEO) 위성통신 : 스페이스X의 독주 체제 강화

This report examines SpaceX's latest developments and competitive advantages in space launch services and LEO satellite communications. It also highlights SpaceX's recently disclosed plans for space-based AI data centers and identifies Taiwanese suppliers that have already entered-or may potentially join-SpaceX's space industry supply chain.

Key Highlights

• SpaceX strengthens competitive edge in launch services and LEO communications.
• Strategic roadmap includes deploying innovative space-based AI data centers.
• Taiwanese suppliers actively integrate into the expanding SpaceX ecosystem.

Table of Contents

1. SpaceX: From Outsider to Game-Changing Technology Leader

• Figure 1: SpaceX's Rocket Lineup
• Table 1: Comparison of Launch Frequency and Launch Costs Between Falcon 9 and Three Major Traditional Rockets
• Table 2: Development Status of Rocket Reusability Technology Developers in 2025

2. From Space Launch Services to LEO Satellite Communications: An Unmatched Deployment Scale

• Table 3: Comparison of LEO Satellite Altitudes, Transmission Speeds, Latency, and Satellite Counts
• Figure 2: Estimated Market Share of the Six Major LEO Satellite Constellations in 2025
• Table 4: Deployment Plans of the Six Major LEO Satellite Operators in 2025

3. Mapping Out Space-Based AI Data Centers: An IPO Could Propel SpaceX to Its Next Breakthrough

• Figure 3: Advantages of Space-Based AI Data Centers
• Figure 4: Overview of Potential Taiwanese Suppliers for Space-Based AI Data Centers

4. TRI's View