The US is leading the satellite communication market with SpaceX by Elon Musk. The tech giants, Amazon, Facebook and Google are entering this arena one by one.
Applications for low earth orbit satellite is becoming more important worldwide given the 5G era rising above the horizon, along comes the booming air and space supplying industries.
Taiwanese companies are entering the supply chain in some of the major satellite companies, including SpaceX, OneWeb, and Kymeta. Many of them are recognized by NASA and ESA as qualified suppliers.
Among them, Microelectronics Technology Inc. (MTI) based in Hsin-Chu also known as the Taiwanese silicon valley, has established a complete series for VSAT transceiver covering all commercially used frequency band, C-band, Ku-band and Ka-band, and is the first to successfully develop a VSAT transceiver at Ka-band frequency in volume shipments with current market share over 90%. They are a company under the Hon Hai Group.
On the upper stream of Wistron NeWeb Corp. (WNC), the router supplier for MTI and SpaceX, is the New Era Electronics (NEE), producing microwave RF PCB for VSAT transceiver and low noise blocks (LNB), being a market leader in the latter.
Rafael Micro, a broadband RF IC design company, providing for LNB RF IC products in a range of configurations is also an upstream supplier for MTI and WNC.
After producing satellite broadcast ground stations products for SpaceX in Thailand, Kinpo Electronics, Inc. is planning to set up a plant in Mexico aiming for synchronizing production with the clients. The main products being main board transceiver of the low earth orbit satellite with volume shipment scheduled in the third quarter of 2021.
Universal Microwave Technology, Inc. (UMT), a supplier for microwave passive devices design and a manufacturer for VSAT, has entered many low earth orbit satellite companies’ supply chain, and indirectly supplies for SpaceX. Their satellite sales proportion to total profit has increased from 1% to 10% between 2018 and 2020.
Wistron NeWeb Corp. (WNC) is in charge of the router for SpaceX. The product will also reach the homes of northern US and Canadian customers. Volume shipment is planned in March, estimated household orders are to reach 600-700 thousand per year.