China Merchants Securities： Satellite Internet Technology Test Star successfully launches mobile phone direct connection technology verification to accelerate.
China Merchants Securities released a research report saying that China used the Long March II carrier rocket at Jiuquan Satellite Launch Center, and successfully launched the satellite Internet technology test satellites 0001 to 0004 with one arrow and four stars. The satellite successfully entered the scheduled orbit and the launch mission was a complete success. The successful launch is a milestone in the development of China’s satellite Internet, which will lay a solid foundation for the subsequent construction and application of satellite Internet, and the upstream and downstream enterprises in the industrial chain of satellite manufacturing, communication technology and terminal equipment manufacturers will also usher in a new development opportunity.
The main points of China Merchants Securities are as follows:
Satellite Internet technology test satellites are mainly used to carry out technical tests and verifications such as mobile phone broadband direct connection satellites and the integration of the world network.
This mission successfully put the satellite Internet technology test satellites 0001 to 0004 into the scheduled orbit with one arrow and four stars. Satellites use Ka-band loads, and focus on verifying key technologies such as mobile phone broadband direct-connected satellites and the integration of the world network, providing important technical support for the future construction of satellite Internet systems. The successful launch of the satellite Internet technology test satellite is a milestone in the development of China’s satellite Internet, which will lay a solid foundation for the subsequent construction and application of satellite Internet.
Huawei’s public beta plan is expected to land within the year.
On November 6, 2024, at the Huawei Mate brand ceremony, Huawei released a new generation of folding screen mobile phone Mate X6. Yu Chengdong, managing director of Huawei, chairman of BG, and chairman of BU, a smart car solution, said that the LEO satellite Internet system is being tested, and it is expected that the public beta will be launched in the second half of 2025. Huawei Mate X6 will become the world’s first mass smartphone supporting triple play satellite communication.
Mobile phone direct connection LEO satellite technology accelerates
The satellite internet technology test satellite launched this time is the first on-orbit technology verification project in China with the core goal of direct connection of mobile phones to low-orbit satellites. The main tasks of the test satellite include verifying the stability of Ka-band communication load, the compatibility of the integrated network architecture of heaven and earth, and the direct communication capability between the mobile phone user terminal and the satellite. This progress marks a key step in China’s R&D and networking process in the field of LEO satellite communication.
Upstream and downstream enterprises in the industrial chain welcome new opportunities for development.
With the advancement of LEO satellite internet networking, satellite manufacturing enterprises are expected to expand their business, break through the number of satellite development, improve their performance and meet the communication needs by technology accumulation and innovation. Communication technology enterprises focus on overcoming key difficulties, optimizing Ka and other frequency band communications, strengthening the integration of the world network, and ensuring the stable transmission of satellite signals directly connected to mobile phones; Terminal equipment manufacturers adapt satellite communication functions in all directions, bringing consumers a smooth experience, and promoting the vigorous development of satellite Internet industry in many ways.
Related target
Xinke Mobile (participated in the development of important loads in this task), () (the shareholding company Chuangzhilianheng participated in the development of key communication products in the space segment in this task), Galaxy Aerospace (undertaken the development of experimental satellites in this task), Changguang Satellite (undertaken the development of experimental satellites in this task), (), (), Zhenyou Technology, (), Canqin Technology, etc.
Risk warning: core technology breakthrough risk, non-uniform technical standards risk, policy change adaptation risk, international environmental impact risk, satellite launch operation cost risk, technology iteration cost risk, and orbit frequency band resource risk.