According to a research report from BOC International, the construction of space data centers is anticipated to pick up pace, paving the way for the emergence of novel application scenarios. Achieving a reduction in launch costs and enabling large-scale, high-frequency launches are pivotal factors in expediting the deployment of satellite constellations. This, in turn, hinges on the adoption of cutting-edge technologies, such as rocket reusability. As satellites transform into computing platforms, there is a projected surge in demand for onboard computing chips, storage devices, and high-bandwidth laser communication terminals. The advancement of space computing capabilities is expected to give rise to new application scenarios and business models, while simultaneously imposing more stringent demands on energy security. It is prudent to keep a close watch on relevant companies, including Jiayuan Technology, Shanghai Han-Sino Communications, Starchart Measurement & Control, Aerospace Star Map Technology, PIESAT Information Technology, SuperMap Software, Webray Technologies, and Capinfo.
