波音的衛星工廠位于洛杉磯國際機場附近的工業區,長期以來一直是美國航空和航天工業的中心。工廠建于20世紀40年代,當初是為老納什汽車公司(Nash Motors)建造,后來工廠裝配線推出了標志性的“漫步者”(Rambler)。20世紀50年代,航空業傳奇巨頭霍華德·休斯(Howard Hughes)同名的航空航天公司收購了這塊地,并很快建造了全球最早的商業衛星。
2000年波音公司收購休斯的太空業務時,將該工廠收入囊中。如今,波音衛星系統公司(Boeing Satellite Systems)是全球最大的衛星制造商之一,隸屬于國防、空間和安全部門。今年上半年,該部門為波音創造了140億美元的銷售額,占總收入的43%以上。
如今,波音在快速增長的航天領域面臨著激烈競爭。隨著寬帶互聯網服務需求增加,埃隆·馬斯克的SpaceX等新貴紛紛發射重量更輕、更精簡、技術也更先進的衛星。大量資金史無前例地投入到“太空科技”領域,去年以太空業務為主的初創公司籌集資金超過70億美元?,F在波音發現,反而是自己要為現代太空競賽中保持領先地位而奮斗。
“技術不斷改變,現在流行小衛星組成大星座,要關注保守派將如何與之競爭?!泵绹y行(Bank of America)的航空航天和國防股票分析師羅納德·愛潑斯坦說。
“保守派”波音要跟上所謂的新空間經濟,關鍵戰場是位于洛杉磯國際機場附近100萬平方英尺(約92903.04平方米)的巨大衛星工廠。主廠房就像巨大的白色盒子,30多米高的天花板上明亮的熒光燈散發著光芒。波音團隊正在為公司最大的商業客戶之一、位于盧森堡的衛星運營商SES研發最先進的衛星。
波音從20世紀90年代初就開始為SES制造衛星,當時衛星部門仍然屬于休斯航天通信公司(Hughes Space and Communications)。現在波音和SES合作開發了11顆通信衛星組成的星座,運行高度為中軌道,距離地球大約5000英里(約8046.72千米)。該星座稱為O3bmPower,目標是為云計算提供商、電信公司、航運公司、郵輪和航空公司等客戶提供寬帶互聯網和數據連接。
新衛星將更新SES運營的星座,原本的20顆衛星由波音競爭對手泰雷茲阿萊尼亞宇航公司(Thales Alenia Space)制造,8年前發射。至于第二代衛星,波音要幫助SES提升原有網絡的能力,方法是設計一組體積較小、運行更快更靈活的衛星,新型O3b mPower衛星尺寸僅為前代一半,數據容量則增加到10倍多。最初的O3b衛星配備了多達10個模擬“寬波束”,類似于將信號發射到地球的小型衛星天線。新版本完全實現數字化,可操縱波束多達5000個,能夠更精確地重定向和調整,顯著提高了為SES客戶提供服務的速度、范圍和精度。
“就好比從iPhone一步升級到iPhone 12。”SES的首席執行官史蒂夫·科勒說,他站在波音工廠里,跟其他人一樣穿著白罩衫,戴著發網和透明護目鏡。他旁邊站著波音的空間和發射部門的高級副總裁吉姆·奇爾頓。他指出,流線型、數字化的新型衛星使用的硬件組件比起老款也少得多。
SES的新衛星發射到中地球軌道后,預計運行軌道將更接近地球,從而減少寬帶通信延遲,且能夠覆蓋全球96%的人口。摩根士丹利(Morgan Stanley)的研究顯示,新衛星可以幫助運營商滿足人們對更快速、更廉價寬帶數據日益增長的需求,未來20年內將推動全球航天業70%的增長。
“衛星的超級能力就是觸達?!笨评罩赋觥1M管長期以來,在地球上空22000英里(約35405.57千米)軌道運行的地球同步衛星能夠實現觸達,但由于距離遠,一直存在延遲問題?!斑@就是讓衛星離地球更近,利用衛星傳送互聯網的革命性想法源頭所在?!彼a充道。
雖然第一顆O3b mPower衛星要等到今年晚些時候才可以發射,但已經吸引了法國電信公司Orange和郵輪運營商嘉年華(Carnival)等客戶。云計算公司也是很關鍵且不斷增長的市場。SES最近吸引了亞馬遜(Amazon)的AWS和微軟(Microsoft)的Azure等云供應商,之前云供應商一直在尋求中軌道衛星支持其寬帶連接,減少自身云網絡的延遲。
SES并不是唯一一家向云供應商推銷新衛星技術潛力的公司。去年宣布與SES建立合作關系時,微軟也與SpaceX達成了新合作,其中包括接入埃隆·馬斯克領導的Starlink寬帶衛星網絡。Starlink計劃最終將數萬顆小衛星送入距地表不到1000英里(約1609.34千米)的低地球軌道,目標是提升寬帶互聯網訪問速度。(SES和SpaceX在衛星開發方面是競爭對手,也有密切的業務關系;SES是SpaceX的第一個商業客戶,SES新款衛星將利用SpaceX的獵鷹9號火箭發射。)
盡管科勒注意到低地球軌道發射衛星的成本高企,而且技術更復雜,但他還是表示SES將追求“多軌道戰略”,最終可能效仿SpaceX推出自己的低軌道項目。雖然SpaceX的出現威脅到波音和SES等長期的主導地位,他卻還是贊揚SpaceX協助降低成本,為航天領域新加入者和現有各方創造了更多的創新空間。
奇爾頓指出,波音已經制定多軌道戰略,也就是說將更關注SES中軌道系統等新衛星技術提供的“數字未來”。作為制造商,波音希望與“努力改變行業的頂端人士合作,”奇爾頓說,與此同時將逐漸淘汰過去幾年的模擬地球同步技術。“我們賭下了全部身家,將攜新技術闖進新世界?!?/p>
科勒補充說,新技術的最終結果是,在地球上隨時隨地都可以輕松選擇上網。他指出,幾年前曾經與皇家加勒比郵輪公司(Royal Carbitra)的高管交流,當時郵輪公司認為船上需要的數據不超過0.5Gb。然而隨著時間推移,越來越多乘客抱怨郵輪上缺少Wi-Fi。按照科勒的說法,現在皇家加勒比為郵輪上每位乘客提供的數據超過了1Gb,而且均通過SES的衛星傳送。
“現在這一行業非常激動人心。”科勒說,“對于熟悉航天未來發展的老牌玩家來說,可以抓住很多機會提供全新的服務?!保ㄘ敻恢形木W)
譯者:梁宇
審校:夏林
波音的衛星工廠位于洛杉磯國際機場附近的工業區,長期以來一直是美國航空和航天工業的中心。工廠建于20世紀40年代,當初是為老納什汽車公司(Nash Motors)建造,后來工廠裝配線推出了標志性的“漫步者”(Rambler)。20世紀50年代,航空業傳奇巨頭霍華德·休斯(Howard Hughes)同名的航空航天公司收購了這塊地,并很快建造了全球最早的商業衛星。
2000年波音公司收購休斯的太空業務時,將該工廠收入囊中。如今,波音衛星系統公司(Boeing Satellite Systems)是全球最大的衛星制造商之一,隸屬于國防、空間和安全部門。今年上半年,該部門為波音創造了140億美元的銷售額,占總收入的43%以上。
如今,波音在快速增長的航天領域面臨著激烈競爭。隨著寬帶互聯網服務需求增加,埃隆·馬斯克的SpaceX等新貴紛紛發射重量更輕、更精簡、技術也更先進的衛星。大量資金史無前例地投入到“太空科技”領域,去年以太空業務為主的初創公司籌集資金超過70億美元?,F在波音發現,反而是自己要為現代太空競賽中保持領先地位而奮斗。
“技術不斷改變,現在流行小衛星組成大星座,要關注保守派將如何與之競爭?!泵绹y行(Bank of America)的航空航天和國防股票分析師羅納德·愛潑斯坦說。
位于加州埃爾塞貢多的波音衛星系統公司的工廠正在檢查O3b mPower衛星硬件。新衛星是為衛星運營商SES建造,目標是顯著減少組件和重量,同時增加數據容量。
“保守派”波音要跟上所謂的新空間經濟,關鍵戰場是位于洛杉磯國際機場附近100萬平方英尺(約92903.04平方米)的巨大衛星工廠。主廠房就像巨大的白色盒子,30多米高的天花板上明亮的熒光燈散發著光芒。波音團隊正在為公司最大的商業客戶之一、位于盧森堡的衛星運營商SES研發最先進的衛星。
波音從20世紀90年代初就開始為SES制造衛星,當時衛星部門仍然屬于休斯航天通信公司(Hughes Space and Communications)?,F在波音和SES合作開發了11顆通信衛星組成的星座,運行高度為中軌道,距離地球大約5000英里(約8046.72千米)。該星座稱為O3bmPower,目標是為云計算提供商、電信公司、航運公司、郵輪和航空公司等客戶提供寬帶互聯網和數據連接。
新衛星將更新SES運營的星座,原本的20顆衛星由波音競爭對手泰雷茲阿萊尼亞宇航公司(Thales Alenia Space)制造,8年前發射。至于第二代衛星,波音要幫助SES提升原有網絡的能力,方法是設計一組體積較小、運行更快更靈活的衛星,新型O3b mPower衛星尺寸僅為前代一半,數據容量則增加到10倍多。最初的O3b衛星配備了多達10個模擬“寬波束”,類似于將信號發射到地球的小型衛星天線。新版本完全實現數字化,可操縱波束多達5000個,能夠更精確地重定向和調整,顯著提高了為SES客戶提供服務的速度、范圍和精度。
“就好比從iPhone一步升級到iPhone 12。”SES的首席執行官史蒂夫·科勒說,他站在波音工廠里,跟其他人一樣穿著白罩衫,戴著發網和透明護目鏡。他旁邊站著波音的空間和發射部門的高級副總裁吉姆·奇爾頓。他指出,流線型、數字化的新型衛星使用的硬件組件比起老款也少得多。
加州埃爾塞貢多的波音衛星系統工廠,O3b mPower衛星硬件詳細圖。與上一代O3b衛星相比,波音設計的新衛星更小、更輕、完全數字化,數據容量更大,信號也更靈活。
SES的新衛星發射到中地球軌道后,預計運行軌道將更接近地球,從而減少寬帶通信延遲,且能夠覆蓋全球96%的人口。摩根士丹利(Morgan Stanley)的研究顯示,新衛星可以幫助運營商滿足人們對更快速、更廉價寬帶數據日益增長的需求,未來20年內將推動全球航天業70%的增長。
“衛星的超級能力就是觸達?!笨评罩赋?。盡管長期以來,在地球上空22000英里(約35405.57千米)軌道運行的地球同步衛星能夠實現觸達,但由于距離遠,一直存在延遲問題?!斑@就是讓衛星離地球更近,利用衛星傳送互聯網的革命性想法源頭所在。”他補充道。
雖然第一顆O3b mPower衛星要等到今年晚些時候才可以發射,但已經吸引了法國電信公司Orange和郵輪運營商嘉年華(Carnival)等客戶。云計算公司也是很關鍵且不斷增長的市場。SES最近吸引了亞馬遜(Amazon)的AWS和微軟(Microsoft)的Azure等云供應商,之前云供應商一直在尋求中軌道衛星支持其寬帶連接,減少自身云網絡的延遲。
SES并不是唯一一家向云供應商推銷新衛星技術潛力的公司。去年宣布與SES建立合作關系時,微軟也與SpaceX達成了新合作,其中包括接入埃隆·馬斯克領導的Starlink寬帶衛星網絡。Starlink計劃最終將數萬顆小衛星送入距地表不到1000英里(約1609.34千米)的低地球軌道,目標是提升寬帶互聯網訪問速度。(SES和SpaceX在衛星開發方面是競爭對手,也有密切的業務關系;SES是SpaceX的第一個商業客戶,SES新款衛星將利用SpaceX的獵鷹9號火箭發射。)
盡管科勒注意到低地球軌道發射衛星的成本高企,而且技術更復雜,但他還是表示SES將追求“多軌道戰略”,最終可能效仿SpaceX推出自己的低軌道項目。雖然SpaceX的出現威脅到波音和SES等長期的主導地位,他卻還是贊揚SpaceX協助降低成本,為航天領域新加入者和現有各方創造了更多的創新空間。
奇爾頓指出,波音已經制定多軌道戰略,也就是說將更關注SES中軌道系統等新衛星技術提供的“數字未來”。作為制造商,波音希望與“努力改變行業的頂端人士合作,”奇爾頓說,與此同時將逐漸淘汰過去幾年的模擬地球同步技術?!拔覀冑€下了全部身家,將攜新技術闖進新世界?!?/p>
科勒補充說,新技術的最終結果是,在地球上隨時隨地都可以輕松選擇上網。他指出,幾年前曾經與皇家加勒比郵輪公司(Royal Carbitra)的高管交流,當時郵輪公司認為船上需要的數據不超過0.5Gb。然而隨著時間推移,越來越多乘客抱怨郵輪上缺少Wi-Fi。按照科勒的說法,現在皇家加勒比為郵輪上每位乘客提供的數據超過了1Gb,而且均通過SES的衛星傳送。
“現在這一行業非常激動人心?!笨评照f,“對于熟悉航天未來發展的老牌玩家來說,可以抓住很多機會提供全新的服務?!保ㄘ敻恢形木W)
譯者:梁宇
審校:夏林
Boeing's satellite factory sits in the sprawling industrial zone surrounding Los Angeles International Airport, long an epicenter for the American aviation and aerospace industries. The facility was built in the 1940s for the old Nash Motors, which rolled its iconic Rambler off the plant's assembly line. In the 1950s, legendary aviation mogul Howard Hughes’s eponymous aerospace company acquired the property and soon built some of the world’s earliest commercial satellites there.
Boeing inherited the facility when it bought Hughes’s space business in 2000. Today it houses Boeing Satellite Systems—one of the largest satellite manufacturers in the world and part of a Defense, Space & Security division that generated $14 billion in sales for Boeing in the first half of this year, or more than 43% of the company's overall revenues.
These days, Boeing faces intense competition in a rapidly growing space sector. Amid heightened demand for broadband Internet service, upstarts like Elon Musk’s SpaceX are launching lighter, leaner, and more technologically advanced satellites. Unprecedented amounts of money have poured into “space-tech,” with space-focused startups raising more than $7 billion in funding last year. Boeing, in turn, now finds itself fighting to maintain its frontrunner status in what has become a modern-day space race.
"Technology’s changing—you’re getting smaller satellites with big constellations, and how the old guard are going to compete against that is something we have to watch,” says Bank of America aerospace and defense equity analyst Ronald Epstein.
As an “old guard” company looking to keep up with the so-called new space economy, the key battleground for Boeing is its enormous, 1-million-square-foot satellite facility near LAX. The main factory floor resembles a cavernous white box, with bright fluorescent lighting beaming down from ceilings a hundred feet above. Here, Boeing’s teams are working on state-of-the-art satellites for one of the company’s largest commercial customers, Luxembourg-based satellite operator SES.
Boeing has been making satellites for SES since the early 1990s, when its satellite division was still a part of Hughes Space and Communications. Now Boeing and SES have teamed up to develop a constellation of 11 communications satellites that will operate in medium orbit, about 5,000 miles above Earth. The goal of the constellation, known as O3b mPower, is to provide broadband Internet and data connections to customers including cloud-computing providers, telecom companies, shipping lines, cruise ships, and airlines.
The satellites will update a constellation of 20 satellites operated by SES that were built by Boeing rival Thales Alenia Space and launched eight years ago. For this second generation, Boeing is helping SES expand the original network’s capabilities by designing a fleet of smaller satellites that promise to function in a faster, more flexible, and farther-reaching fashion. The new O3b mPower satellites will be nearly half the size of their predecessors but will offer more than 10 times the data capacity. The original O3b satellites came equipped with up to 10 analog “wide beams,” resembling small satellite dishes, which beamed signals down to Earth. The new versions are fully digitized and feature up to 5,000 steerable beams that can more precisely be redirected and adjusted—significantly improving their speed, reach, and accuracy for SES’s clients.
“It’s like we’re going from the iPhone to iPhone 12 in one step,” SES CEO Steve Collar says on Boeing's factory floor—draped, like everyone in the room, in a white smock, hairnet, and clear protective goggles. Next to him stands Jim Chilton, senior vice president of Boeing’s Space and Launch division, who notes that the streamlined, digitally enabled new satellites feature only a fraction of the hardware components that their predecessors did.
With their launch into medium Earth orbit, SES’s new satellites are supposed to reduce the latency, or lag, of broadband communications by orbiting closer to Earth, while still being far enough to reach 96% of the world’s population. They will help the satellite operator meet rising demand for faster and cheaper access to broadband data, which could drive up to 70% of the global space industry's overall growth over the next two decades, according to Morgan Stanley Research.
“Satellites have this amazing superpower, which is reach," Collar notes. But while traditional geostationary satellites, which orbit 22,000 miles above Earth, have long enabled that reach, latency has always been an issue given their distance. “That was where this revolutionary idea of bringing the satellites closer to the Earth, and using that to deliver the Internet, came from,” he adds.
Though the first O3b mPower satellites aren't launching until later this year, they have already attracted customers including French telecom company Orange and cruise operator Carnival. Cloud-computing companies are also a key, growing market; SES has recently lured cloud providers like Amazon's AWS and Microsoft Azure, which have looked to the medium-orbit satellites to bolster their broadband connectivity and reduce the latency of their own cloud networks.
SES isn’t the only company marketing the potential of new satellite technologies to cloud providers. In announcing its partnership with SES last year, Microsoft also rolled out a new relationship with SpaceX that includes access to the Elon Musk-led firm’s Starlink broadband satellite network. Starlink aims to eventually deploy tens of thousands of small satellites into low Earth orbit, less than 1,000 miles above the Earth’s surface, with designs on making broadband Internet more widely accessible. (As well as being rivals in satellite development, SES and SpaceX also have a close business relationship; SES was SpaceX’s first commercial customer, and the new SES satellites will launch on SpaceX’s Falcon 9 rockets.)
While noting the prohibitive cost and technical complexity of launching satellites in low Earth orbit, Collar says SES will pursue a “multi-orbit strategy” that could eventually see it follow SpaceX’s lead with low-orbit projects of its own. He also credits SpaceX for helping drive down costs and for creating more room for new and existing players in the space sector to innovate—even as SpaceX’s emergence threatens the long-term dominance of incumbents like Boeing and SES.
Boeing has targeted a multi-orbit strategy of its own, according to Chilton—one that will see the aerospace manufacturer focus more on the “digital future” being offered by new satellite technologies like SES’s medium-orbit systems. As a manufacturer, Boeing is looking to partner with “leading edge, aggressive people who are trying to change the business,” Chilton says, while gradually moving away from the analog, geostationary technology of years past. “We have kind of bet the farm that we’re going to jump into this new world with new technology.”
The end result of that new technology, Collar adds, is a world where having Internet access anywhere you please is a choice. He notes conversations with Royal Caribbean executives several years ago in which the cruise line didn’t believe it would need more than 0.5 gigabits of data for its ships. Yet as the years went by, passengers increasingly complained about the lack of Wi-Fi during cruises. Now, according to Collar, Royal Caribbean ships each offer more than 1 gigabit of data per passenger, beamed to them from SES’s satellites.
“It’s a very exciting industry to be in right now,” says Collar. “There’s a lot of opportunity for established players who understand what space is about to go deliver a whole bunch of new services.”