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The midair explosion of a SpaceX Starship rocket soon after launch in a test flight has come as a setback to the low Earth orbit (LEO) satellite market though it remains rosy in the long term.
With its importance significantly highlighted during the Russia-Ukraine war, low-earth orbit (LEO) satellite communications will usher in enormous business opportunities for III-V compound semiconductors suppliers, space electronic components analysis and verification services, and other related supply chain players, according to industry sources.
Taiwan-based satellite antenna suppliers such as Universal Microwave Technology will see their order visibility significantly improve in 2023, buoyed by an acceleration of SpaceX' Starship project and Amazon's Project Kuiper, according to industry sources.
Taiwan’s plan to issue licenses for the delivery of low Earth orbit (LEO) satellite services is a major strategic move for the country and would create great business opportunities for relevant industries, analysts said. For example, if Taiwan’s underground and undersea fiber optics were damaged during a war, LEO satellites, which normally operate below an altitude of 2,000km, could be a powerful tool for the military, Digitimes research analyst Ashley Huang (黃雅芝) said in a telephone interview. There is evidence of the value of LEO satellites in wartime, for example Ukraine’s effec...
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