Ars Technica - All content 09月26日
卫星发射需求旺盛,市场仍有增长空间
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全球卫星发射需求持续增长,尤其是在大型星座部署和国家主权发射能力建设方面。尽管SpaceX和中国等国家已实现高频次发射,但市场对于更多可靠且可重复使用的火箭选择仍有强烈需求。新兴的“黄金穹顶”导弹防御系统和各国对自主发射能力的追求,都将进一步推高发射市场的需求曲线。因此,即使在目前发射量巨大的背景下,仍有空间容纳更多竞争者,以满足未来庞大的发射需求。

🚀 全球卫星发射需求强劲增长:文章指出,无论是军事领域还是风险投资支持的初创企业,卫星运营商都对增加发射能力表现出强烈需求。SpaceX今年预计将发射超过150次,中国也有望实现70多次轨道发射,这与几年前相比是惊人的增长。

💡 市场仍有发展空间:尽管发射数量庞大,但作者坚信可靠且可重复使用的火箭仍有更多替代方案的空间。全球计划中的大型星座部署将需要巨大的初始发射能力,并且在成功运营后,还需要持续的替换和补充发射。

🌟 多重因素驱动需求:除了大型星座,文章还提到了“黄金穹顶”导弹防御系统以及许多国家追求拥有自主发射能力的愿望,这些因素共同构成了不断增长的发射需求曲线。

Welcome to Edition 8.12 of the Rocket Report! We often hear from satellite operators—from the military to venture-backed startups—about their appetite for more launch capacity. With so many rocket launches happening around the world, some might want to dismiss these statements as a corporate plea for more competition, and therefore lower prices. SpaceX is on pace to launch more than 150 times this year. China could end the year with more than 70 orbital launches. These are staggering numbers compared to global launch rates just a few years ago. But I'm convinced there's room for more alternatives for reliable (and reusable) rockets. All of the world's planned mega-constellations will need immense launch capacity just to get off the ground, and if successful, they'll go into regular replacement and replenishment cycles. Throw in the still-undefined Golden Dome missile shield and many nations' desire for a sovereign launch capability, and it's easy to see the demand curve going up.

As always, we welcome reader submissions. If you don't want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets, as well as a quick look ahead at the next three launches on the calendar.

Sharp words from Astra’s Chris Kemp. Chris Kemp, the chief executive officer of Astra, apparently didn't get the memo about playing nice with his competitors in the launch business. Kemp made some spicy remarks at the Berkeley Space Symposium 2025 earlier this month, billed as the largest undergraduate aerospace event at the university (see video of the talk). During the speech, Kemp periodically deviated from building up Astra to hurling insults at several of his competitors in the launch industry, Ars reports. To be fair to Kemp, some of his criticisms are not without a kernel of truth. But they are uncharacteristically rough all the same, especially given Astra's uneven-at-best launch record and financial solvency to date.

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卫星发射 火箭发射 太空产业 发射需求 SpaceX 星座部署 Astra Chris Kemp
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