Both, the in-space and ground segments of the space ecosystem rely on a supply chain of specialised companies at different stages of the developmentand manufacturing process, from materials and components to systems and sub-systems. These companies also supply non-space industries and serve as cross-pollination factor in the continuous technical revolution. Diversified revenues of the supply-chain companies lower risk of investors in this segment.
Market segments
NewSpace Capital’s strategy is based on the in-depth understanding of the space industry informed by 150+ years of experience and on-going analysis of the market.
SIZE / POTENTIAL: €10+ BILLION / VERY HIGH
INVESTMENT HORIZON: 3 – 5 YEARS
Build
SIZE / POTENTIAL: €4+ BILLION / MEDIUM
INVESTMENT HORIZON: 5 – 7 YEARS
Launch
Access to space is a critical component of the space ecosystem. Falling launch prices were a key catalyst to the development of the commercial space market. As further technical innovation in this segment continues, we expect consistent growth in the space and space-related industries.
SIZE / POTENTIAL: €120+ BILLION / HIGH
INVESTMENT HORIZON: 5 – 7 YEARS
Broadcasting & Telecommunication
Satellite communication has become wide spread and ubiquitous throughout the world for such diverse applications like Television, DTH Broadcasting, DSNG and VSAT to exploit the unique capabilities in terms of coverage and outreach. The miniaturization of the satellites, commercial development of the Lower Earth Orbit (LEO) for IoT and Broadband open new chapter in the satellite communication.
SIZE / POTENTIAL: €10+ BILLION / VERY HIGH
INVESTMENT HORIZON: 3 - 5 YEARS
Earth Observation
Miniaturisation and digitalisation has seen the emergence of more cost efficient platforms, allowing the creation of a dynamiccommercial market forthe Earth Observation (EO) data and associated services. New technologies, like Synthetic Aperture Radar (SAR), allow consistent monitoring of Earth’s surface even at night and through the clouds. The fastest growing segment of the space ecosystem, EO is critical to monitor and battle climate change, as well as improve efficiency of our agriculture, transportation, construction, mining and energy.
SIZE / POTENTIAL: €80+ BILLION / VERY HIGH
INVESTMENT HORIZON: 3 – 5 YEARS
Navigation
Today, satellite navigation is omnipresent in the global transport sector, fromthe digitalisation of ports and railways to the guidance of innovative autonomous vehicles, as well as commercial jetliners and private airplanes, and even for the positioning of LEO satellites or the International Space Station. As autonomous transportation becomes widespread the demand for the next generation of high precision navigation will exponentially grow.
SIZE / POTENTIAL: TBD / TBD
INVESTMENT HORIZON: 7+ YEARS
Emerging Segments
Continuous technical innovation leads to the development of new space industry segments, from Space Tourism and Space Situation Awareness, to In-Space Manufacturing and Space Mining. Though it is early days, if history is any indication, human genius and curiosity will overcome the challenges of new frontiers to explore and present us with new opportunities.
The 60-year-old space industry has been transformed in the last decade by improved access to space, emergence of satellite platforms for Lower Earth Orbit, miniaturization of electronics, changing regulatory environment and growing demand for commercial and consumer applications. The global space industry now spans across multiple markets on Earth and beyond, becoming a key positive element in the technological and economic transformation of our society.