REFERENCE DATA ALL DATA SOURCE: EUROSPACE UNLESS … · NASA/Roskosmos for ISS servicing, not...
Transcript of REFERENCE DATA ALL DATA SOURCE: EUROSPACE UNLESS … · NASA/Roskosmos for ISS servicing, not...
RE F ER ENCE DATA A L L DA TA SOURCE : EUROSPAC E UN L E S S O THERW I S E S P E C I F I ED
P R E S ENT ED B Y P I E RR E L I ONNET - R E S EARCH D I R E C TOR
COPYRIGHTBYEUROSPACE-REPRODUCTIONFORBIDDENUNLESSAUTHORISEDBYEUROSPACE
SpaceEconomics
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Eurospaceeconomicdatacapabili7es
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� Europeanspaceindustry(upstream)annualreview¡ PublishedbyEurospace-Eurospacefacts&figures
� Globalspaceac7vityannualreview¡ PublishedbyEurospace-SpaceTrends¡ PartlylicensedtotheUSSpaceFounda7on-TheSpaceReport¡ SupportedbyLEATdatabase
÷ Tracksallorbitallaunchessince1957÷ Quan7ta7veapproachforSCbasedonmassatlaunchandtechnologyintensityindex÷ MarketapproachforLaunchac7vity,basedonmarketpricedatabaseplusanalog
es7mates÷ Enablessta7s7csonspacecraOdetails(mission,mass,customer,supplier,typeof
propulsion,etc.)andlauncherdetails(version,site,typeofpropellant,propellantusage,orbitserved,performance,etc.)
� Europeanspacebudgetsannualconsolida7on&review¡ Analysisforinternalcustomersmostly¡ ExcerptspublishedbyUSSpaceFounda7on-TheSpaceReport
Global
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Masslaunched(kg)byPublic/Privatecustomers
Spaceeconomydata
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0
100000
200000
300000
400000
500000
600000
700000
1957
1959
1961
1963
1965
1967
1969
1971
1973
1975
1977
1979
1981
1983
1985
1987
1989
1991
1993
1995
1997
1999
2001
2003
2005
2007
2009
2011
2013
2015
2017
Private
Public
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Ins9tu9onal(public)customers Commercial(private)customers
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0
50
100
150
200
250
300
350
Humanac7vi7es
Telecommunica7ons
Remotesensing
Science
Naviga7on/Localisa7on
Technologytests/IOD 0
50
100
150
200
250
300
350
5
SpacecraO(tons)launchedworldwide2008-2017bymainmission
Privateini7a7veinspaceverystronglyfocusedontelecommunica7ons.Onlypublicins7tu7onscoverthewholespanofspaceapplica7ons.Theyarealsoinchargeofmostac7vi7esrelatedtotechnologydevelopmentandvalida7on.
GlobalLaunchMarketEs7mateatMarketprices(M$)
0
1000
2000
3000
4000
5000
6000
7000
2013 2014 2015 2016 2017
PrivateCustomers
PublicCustomers
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Globallaunchmarketes7matesRegionalmarketshares(supplyM$)
0
500
1000
1500
2000
2500
3000
2013 2014 2015 2016 2017
China Europe Ex-USSR India Japan USA
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TheGlobalspaceindustrySCproduc7onbysupplierregion(kg)
Spaceeconomydata
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0
20000
40000
60000
80000
100000
120000
140000
160000
180000
2013 2014 2015 2016 2017
China Europe Ex-USSR India Japan USA
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TheGlobalspaceindustryworkforce(upstream)
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21%
6%
35%
7%2%
29%
China Europe ex-USSR India Japan USA
Spaceindustryworkforceworldwide:about720.000people
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Cap7veandaccessiblemarkets
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Suppliersexposuretocap7ve/openSCmarkets(2013-2017)Masslaunched(tons)–SCSupplierperspec7ve
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0
100
200
300
400
ChinaSupply Europe
Supply Ex-USSRSupply India
Supply JapanSupply USA
Supplycap7ve
open
SpecialagreementNASA/RoskosmosforISSservicing,notOpen
market
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SuppliersexposuretoopenDomes7c&NotSCmarkets(2013-2017)Masslaunched(tons)–SCSupplierperspec7ve
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0
50
100
150
200
China Europe Ex-USSR IndiaJapan
USA
Opendomes7c
Opennondomes7c
SpecialagreementNASA/RoskosmosforISSservicing,notreallyOpenmarket
Source:EurospaceLEAT
TheUSindustrypenetra7onoftheEuropeanopenmarket(71t)isalmostasimportantastheEuropeanindustryshareoftheEuropeanopenmarket(84t)-itis100%largeGEOTLC.TheEuropeanindustrypenetra7onoftheUSopenmarket(10t)isonlyworth8%ofthetotalUSopenmarket(120t)-onlyonelargeGEOsoldtoUScustomer(DirectTV).
AssessmentofEuropeancompaniesmarketpenetra7on(tons)
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0
50
100
150
200
250
300
350
400
450
500
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
NonaccessiblemarketAccessibleMarketforEurope(t)Cap7vemarketEuropeanSCshareoftotal(t)LaunchedbyEurope(t)
Europeanlaunchprovidermanagedtocaptureanaverage40%oftheaccessiblelaunchmarket
ThemarketaccessibletoEuropeancompaniesrepresentsonly36%ofthetotalmarket
Source:EurospaceLEAT
Europeancompaniesmanagedtocaptureanaverage31%oftheaccessiblesatellitemarket-thisshareishighlyfluctua7ng
SatelliteExports
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HistoryofSatelliteexports(inmass)
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0
100
200
300
400
500
600
700
Tons
Domes7cProcurement
Exports
Satelliteexportsarearecentphenomenon,startedinthemid90s.Exportsrepresentabout25%oftotalsatellitemasslaunchedeveryyear
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WhatwasexportedintheLastDecade
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0
20
40
60
80
100
120
0-1M 1-10M 10-100M 100-300M
Exportsbymissionandsystemvalue
Naviga7on&posi7oning
Remotesensing&Science
Technology
Telecommunica7ons
� Atotalof243satelliteswereexportedinthedecade¡ 81%aresatellitesworth10M$andmore
¡ 76%areTelecommunica7onssystems
� Thetotales7matevalueoftheexportmarketisintheorderof25B$fortheDecade,i.e.2,5B$/year
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Wherearesatellitesexportedto?(2008-2017)
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-
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2
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Algeria
An
gola
Australia
Azerbaijan
Berm
udaIsland
sBo
livia
Brazil
Canada
Chile
China
Egypt
Hongkong
Indo
nesia
Ira
qIsrael
Japan
Kazakhstan
Laos
Luxembo
urg
Malaysia
Mexico
Morocco
Nigeria
Pakistan
Peru
Russia
Saud
iArabia
Singapore
SouthAfrica
SouthKo
rea
Thailand
Turkey
Turkmen
istan
UnitedArabEmira
tes
USA
Ve
nezuela
Vietnam
Austria
Bu
lgaria
Denm
ark
France
Italy
Nethe
rland
sNorway
Poland
Spain
UK
Europe
B$
Marketvaluebydes9na9oncountryinthedecade
Europeancountriesrepresentedthemaindes9na9onsegmentforsatelliteexports
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ThesatelliteTradeBalance
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-6 -3 0 3 6 9 12 15
USA
Europe
China
Russia(CIS)
Japan
India
Thousands
Imports
Exports
� TheUSAisthelargestexporterofsatellitesworldwide,with>12B$worthofexportsinthedecade.¡ Withlessthan300M$worthof
importsinthedecadetheUSAexhibitalargelyposi7vesatellitetradebalance
� Europeisthelargestimporterofsatellitesworldwide,with>5B$worthofimportsinthedecade¡ Thankstoitsgoodexport
capaci7es(worth>9B$)intheperiod,itmaintainsagloballyposi7vesatellitetradebalance
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TheDecadeinbrief
Spaceeconomydata
19� Satelliteexportsrepresenteda
volumeof243spacecraOinTheDecade.i.e.<25/year.
� SatelliteExportsrepresentaglobalvalueof25B$inthedecade¡ Mostofthevalue(>95%)was
generatedinonesinglemarketsegment:theTLCsatellitesegment÷ USsupplywasleadingthissegment
(58%)followedbyEurope(31%)¡ Thesecondsegment(4%invalue)is
thatofRemotesensingsatellites÷ Eurosupplywasleadingthis
segment,challengedbyChina¡ Allothermissions/applica7ons
segmentsareveryrareintheexportmarkets
� Exportedsatelliteswereproducedinavarietyofcountries,butthebulkofthesupplyoriginatesfrom¡ USA¡ Europe¡ China¡ Russia
� Themaindes7na7onsforsatelliteexportswere:¡ Europe¡ USA¡ Canada¡ SaudiArabia¡ China¡ Japan¡ Brazil
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ConclusiononEuropeansatelliteexports
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� USAisthemainexporterofsatellitesworldwide.Withtotalexportsworth13B$,theUSAgeneratedatradebalancesurplusonsatellites,worth10B$inthepastdecade.
� Europeisanetexporterofsatellites.¡ With9,5B$worthofsatelliteexports,EuropewassecondtotheUSA.
� Europeanprovidesthelargestdes9na9onmarketforsatelliteexports(worth5B$inthepastdecade).¡ EuropesufferedfromatradedeficitonsatelliteswiththeUSA(>2B$inthedecade).This
deficitiscompensatedbythetradesurplusonsatellitemarketswithothercountries� Satellitesarenetposi9vecontributortotheEUglobaltradesurplus.
¡ EUsatellitecontributedanes7mated430M$/yeartoEU'sposi7vetradebalanceforgoodsinthepastdecade,i.e.2%of2017EU'snettradesurplus.
¡ Thesatelliteindustry,representsonly0,084%oftheEuropeanmanufacturingindustryworkforce.
� ThesatelliteindustryhasaveryhighleverageeffectonEUglobaltrade.
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ANNUAL F A C T S & F I GURE S SURVEY
Europeanspacemanufacturingindustry
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Europeanspaceindustrysalesandemployment1996-2017(M€,right&FTE,leO)
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0
5000
10000
15000
20000
25000
30000
35000
40000
45000
20172014201120082005200219991996-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000Finalsales
DirectSpaceemployment
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Salesbymainmarketsegment-Europeanpublicen77esvsCommercialandexports(M€)
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-
1,000
2,000
3,000
4,000
5,000
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20172014201120082005200219991996
SalestoEuropeanpublicen77es Commercial&exportssales
Other/unknown
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Focus:Europeanpublic/ins7tu7onalcustomers
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0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000SalestoESA
SalestotheEuropeanCommission
Salestopublicsatelliteoperators
Salestoothercivilpublicagencies
Salestomilitaryins7tu7ons
0 200 400 600 800 1000
Launcher
Telecommunica7onssystems
EarthObserva7onsystems
Naviga7onsystems
Science&explora7on
HumanSpaceinfrastructure
Microgravity(racks,experiments)
EGSE,MGSE(test&supportequipmt)
Groundsta7ons(TT&C,UL/DL…)
Professionalservices
Other&unknown
ESA
Otherins7tu7onalEurope
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Focus:Thecommercialmarket(privatecustomersandexports)
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945
824394
486
144
379
279
SalestoArianespace
Salestoprivatesatelliteoperators(EU)
Salestoprivatesatelliteoperators(RoW)
Salestoothercompaniesinthesector(RoW)
Salestopublicsatelliteoperators(RoW))
Salestocivilpublicagencies(RoW)
Salestomilitaryins7tu7ons(RoW)
0 200 400 600 800 1,0001,200
Launcher
Telecommunica7onssystems
EarthObserva7onsystems
Naviga7onsystems
Science&explora7on
HumanSpaceinfrastructure
Microgravity(racks,experiments)
EGSE,MGSE(test&supportequipmt)
Groundsta7ons(TT&C,UL/DL…)
Professionalservices
Other&unknown
Europeancustomers
Exports
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Downstreamandvaluechain
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The"commercialspaceindustry"(2017)
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27� Commercialspaceisalooselydefined
segment� Themostcommonlypublishedfigures
(releasedbySIA)includesthefollowingmarketsegments¡ Satelliteservices
÷ Satellitecommunica7ons÷ Earthobserva7onproducts
¡ ContentsdistributedbySatellite÷ DTHTV÷ Satelliteradio
¡ Spacesystems÷ SpacecraOmanufacturing÷ Launchindustry
¡ Groundsta7ons&equipment÷ Terminalsandenduserequipment
� They'addup'to307,5B$in2017� TheBryce/SIAapproachisfullof
loopholesandques7onableassump7ons
86.0
6.8
2.5
0.7
97.6
23.2
5.4
3.4
81.9
Groundsta7ons&equipmt
Satellitemanufacturing
Launchindustry
Insurance
DTHTV
Satellitecomms
Satelliteradio
EarthObserva7on
Posi7oning,naviga7on&7ming
0 20 40 60 80 100 120
Source:SIA(www.sia.org)-Bryce
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Downstreammarketsegments(Euroconsult/Ber7n)
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