Space Exploration Technology (SpaceX) launched a Falcon 9 rocket carrying 53 Starlink Internet communications satellites at the Cape Canaveral Space launch site in Florida on Wednesday, according to CCTV news.

Since the launch of the "Star chain" Internet communications satellite launch program in 2018, the US Space Exploration Technology Corporation has launched a total of 1844 "Star chain" satellites, CBS reported. On May 23, 2019, the US Space Exploration Technology Corporation sent the first 60 "star chain" satellites into space, and plans to build a "star chain" network of about 12000 satellites in space between 2019 and 2024 to provide high-speed Internet access to the earth from space.

Tianfeng Securities pointed out that the satellite Internet has the characteristics of wide coverage, low delay, broadband and low cost, which can solve the problem that more than 3 billion people in the world are unable to use the Internet and 70% of the geographical space does not have Internet coverage. Satellite Internet provides full coverage and high-speed services for remote areas, maritime aviation and those with low-latency trading needs. As a space communication infrastructure, the construction of satellite Internet will also provide conditions for the follow-up global Internet of things. The advantages of satellite Internet include: 1) providing seamless coverage throughout the world; 2) greatly reducing transmission delay; 3) having a significant cost advantage over 5G; and 4) greatly increasing the bandwidth to the carrying capacity of Gbps. The development of satellite Internet is the key to the integration of heaven and earth into the Internet of everything.

China is driven by the demand of the Internet of things + limited rail resources. It is estimated that the total output value of satellite Internet in China may reach 933.77 billion US dollars (6.116194 trillion RMB) from 2021 to 2035. The main results are as follows: 1) with the development of 5G network, the ground Internet of things ushered in a broad application prospect, but the cost restricts its further development. Leo satellite constellation has obvious advantages in coverage, communication capacity and network construction. To promote the sustainable development of the Internet of things. 2) the Earth's low-Earth orbit can hold about 60,000 satellites. By 2029, a total of about 57000 Leo satellites will be deployed in low-Earth orbit. The non-renewable orbital resources make the strategic value of space orbit become the main contention point for satellite Internet companies.

Tianfeng Securities is optimistic that low-orbit satellite Internet will become a key trend in the electronics industry in 2022. It is expected that under the promotion of leading enterprises such as Apple Inc, shipments of Leo satellite services and related parts will grow significantly in 2022. It is believed that Leo satellite service providers will benefit first, and be optimistic about the potential rising space of the share prices of Leo satellite service providers. Attention: China Satcom, China Satellite, Global Star, Iridium Star, Ziguang Guowei, Fudan Micro Electric, Guoguang Electric, vibrating Core Technology.