高盛证券近期发布外资圈首篇低轨卫星(LEO)产业报告,指出随着军用、民用通讯需求激增,全球将在未来五年发射 7 万颗卫星,为目前 7,000 颗的十倍。预估该市场规模将从 2024 年的 150 亿美元,大幅成长至 2035 年的 1,080 亿美元,台网通厂可望受惠于此波成长契机。高盛指出,低轨卫星发展仍面临延迟、成本、频宽及太空碎片等挑战,其中太空碎片问题最可能优先解决,而延迟则是最大挑战,...
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