宇宙産業の統合に伴う成長機会

宇宙産業は、もはや政府機関や航空宇宙・防衛企業によって支えられているわけではありません。現代の宇宙開発競争では、イノベーションと官民パートナーシップにより新たな機会を発見することで、民間企業が優位に立つようになっています。

過去5年間、通信、地球観測、航法などの衛星需要が大幅に増加し、その結果、ロケット打上げや関連活動が増加しました。主要な打ち上げ企業（Space Exploration Technologies[SpaceX]、United Launch Alliance、Rocket Lab）は、打ち上げ価格を競争的に引き下げており、これが衛星需要の増加に直接寄与しています。また、地球周回衛星の運用会社は、補完的な企業の買収、合併、提携の機会を認識し、能力の向上と収益の増加を図っており、投資額が減少しているにもかかわらず、サービスに対する需要は増加の一途をたどっています。

当レポートでは、世界の宇宙産業の統合について調査分析し、成長促進要因と抑制要因、収益の見通し、合併、買収、パートナーシップ、成長機会などを検証しています。

目次

戦略的必須事項

• 成長がますます困難になっているのはなぜか？
• The Strategic Imperative 8（TM）
• 宇宙産業の統合に対する上位3つの戦略的必須事項の影響
• 成長機会がGrowth Pipeline Engine（TM）を促進

成長機会分析

• 分析範囲
• 成長促進要因
• 成長抑制要因

業界考察

• 業界のセグメンテーション
• 業界の枠組み
• 業界情勢

業界の合併、買収、パートナーシップ

• 合併：Rocket LabとVector Acquisition
• 合併：Spire GlobalとNavSight Holdings
• 合併：BlackSkyとOsprey Technology
• 合併：Astra SpaceとHolicity
• 買収：Maxar TechnologiesとAurora Insights
• 買収：Voyager SpaceとThe Launch Company
• 買収：Slingshot、 Numerica、およびSeradata
• 官民パートナーシップの概要
• 官民パートナーシップ：Aerojet Rocketdyne
• 官民パートナーシップ：The Boeing Company
• 官民パートナーシップ：Lockheed Martin
• 官民パートナーシップ：Northrop Grumman
• 商業パートナーシップ
• 結論

成長機会の世界

• 成長機会1：M&A
• 成長機会2：宇宙の持続可能性
• 成長機会3：衛星群
• 図表一覧
• 免責事項

Innovative Business Models and Industry Convergence Drive Investments, Mergers, Acquisitions, and Partnerships

The space industry is no longer sustained by governmental bodies and aerospace and defense companies. In the modern space race, the private sector is dominating by discovering new opportunities regarding innovations and public-private partnerships.

The term "NewSpace" heralds the arrival of private space company ventures. Start-ups, investors, and research institutions will have easier access to space and its related services. Private-public collaborations will become increasingly important in developing countries to enhance their economies and for better access to space and its related services.

In the past five years, the industry has seen significant growth in satellite demand for communications, Earth applications, and navigation, resulting in an increase in space launches and related activities. The leading launch providers (Space Exploration Technologies [SpaceX], United Launch Alliance, and Rocket Lab) have been competitively reducing their launch prices, which has directly contributed to the rise in satellite demand.

Operators of low Earth orbit satellite constellations recognize opportunities to acquire, merge, or partner with complementary companies to enhance capabilities and increase revenue. Despite a decline in investments, demand for services continues to rise.

This analysis examines industry growth drivers and restraints; the revenue outlook; mergers, acquisitions, and partnerships; leading industry participants and some of the programs they support; and growth opportunities for all stakeholders.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Space Industry Consolidation
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints

Industry Insight

• Industry Segmentation
• Industry Framework
• Industry Landscape

Industry Mergers, Acquisitions, and Partnerships

• Industry Mergers: Rocket Lab and Vector Acquisitions
• Industry Mergers: Spire Global and NavSight Holdings
• Industry Mergers: BlackSky and Osprey Technology
• Industry Mergers: Astra Space and Holicity
• Industry Acquisitions: Maxar Technologies and Aurora Insights
• Industry Acquisitions: Voyager Space and The Launch Company
• Industry Acquisitions: Slingshot and Numerica and Seradata
• Overview of Public-Private Partnerships
• Public-Private Partnerships: Aerojet Rocketdyne
• Public-Private Partnerships: The Boeing Company
• Public-Private Partnerships: Lockheed Martin
• Public-Private Partnerships: Northrop Grumman
• Commercial Partnerships
• Conclusion

Growth Opportunity Universe

• Growth Opportunity 1: Mergers and Acquisitions
• Growth Opportunity 2: Space Sustainability
• Growth Opportunity 3: Satellite Constellations
• List of Exhibits
• Legal Disclaimer