天天财经

全球低轨卫星部署加速 启碁、耀登卡位地面设备与天线长线看俏

2026-10-10 10:52:55 网络 阅读(2)

全球低轨卫星市场迎来新一波爆发期,随着SpaceX星链计划迈向新一代V3规模部署以及蓝色起源等科技巨擘扩大太空布局,在地面终端设备与射频天线领域耕耘已久的网通大厂启碁(6285-TW)与射频厂耀登(3138-TW)长线营运直接受惠。

全球低轨卫星部署加速 启碁、耀登卡位地面设备与天线长线看俏

根据研调机构TrendForce预估,在V3卫星部署、星舰降低发射成本以及6G非地面网路应用逐步成形带动下,全球卫星火箭发射市场规模将由2026年的293亿美元增至2028年的404亿美元,两年成长近40%,且受惠范围正由零组件向模组与系统整合全面扩大。

在产业产值结构中,地面装置制造占比高达54.58%,属于产值最大且台厂最具竞争优势的领域,而随着Starlink订阅用户数持续攀升至1200万户,加上亚马逊(AMZN-US)旗下蓝色起源正规划部署逾5万颗卫星的轨道资料中心与TeraWave企业级卫星通讯,庞大的地面终端需求正加速释出。

为深耕技术并降低射频前端成本,启碁日前更与工研院资通所展开合作,共同推动国产Ka频段阵列天线模组量产,借由采用台湾首款自主开发的波束成型晶片,加速地面接收端、无人机、车载等高移动性终端场域的商用化进程。

耀登则锁定6G非地面网路与低轨卫星地面设备商机,除了取得国家太空中心Ka频段地面接收站专案并与低轨及中高轨卫星客户接洽外,在量测认证服务上也已将验证能力延伸至卫星地面收发设备,提供客户一站式整合服务。

在量测设备业务方面,耀登已导入加拿大与丹麦两家关键卫星通讯模拟与天线测试设备代理,海外产能方面,两家业者亦积极推进非红供应链布局以去化长线订单,启碁扩建越南与墨西哥产能,并规划2026年越南产能占比过半,耀登的越南新厂也预定第三季投产,未来产线更具备扩充至18条的潜力。

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