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Nov 17, 07:47
Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market
SpaceX continues to dominate the low Earth orbit (LEO) satellite communications market, but other US companies are advancing with distinct strategies aimed at capturing emerging opportunities in the rapidly evolving space connectivity sector.
Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand.
The US satellite industry has evolved over nearly seven decades through sustained investment from NASA and the Department of Defense (DoD). Early NASA commercial resupply and launch contracts also enabled SpaceX to build its technological and financial foundation, setting the stage for its dominance in the New Space era.
Carbon fiber composite manufacturer Bonny Worldwide has successfully expanded from the sports equipment sector into the aerospace industry, partnering with Taiwan's Aerospace Industrial Development Corporation (AIDC) to supply composite substructure components to Airbus. Mass production and shipments began in February 2025, with output capacity targeting 480 aircraft within the first year.
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new ventures range from unmanned aerial vehicles to advanced optical systems.
Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition, to expand into the Middle East defense sector.
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from aging power grids and supply chain constraints.

Veon's move into satellite-powered mobile services began during the Russia-Ukraine war, when its Ukrainian unit Kyivstar relied on Starlink's orbital network to restore connectivity after Russian attacks damaged cellular infrastructure.

Taiwanese drone manufacturer Thunder Tiger recently announced that its board of directors has approved a NT$710 million (US$22.88 million) investment to purchase land and factory facilities in the Dapumei Industrial Park in Chiayi, Taiwan, to support its operational growth and meet research and development and mass production needs for unmanned aerial vehicles (UAVs).

Japanese industrial machinery maker IHI Corp. has signed a satellite procurement agreement with Finnish synthetic aperture radar (SAR) satellite operator ICEYE, marking the launch of a joint satellite constellation program aimed at strengthening Japan's national security and expanding into commercial and public markets. The companies plan to begin acquiring satellite data in fiscal year 2026 (April 2026-March 2027).

Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration and accelerating its push to localize Taiwan's drone supply chain.

As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for satellite operators. Rising demand driven by economic growth, geopolitical complexity, and the need for disaster resilience has turned the region into a coveted market. Yet, regulatory fragmentation across countries has slowed commercial rollout compared with the United States and Europe. That is now changing, as several governments move to open their skies to LEO operators, triggering a new wave of deployments.