Growth in low-Earth-orbit satellite communications accelerates; further boosts demand for GaN components - digitimes

Since SpaceX began using reusable rockets for launch missions, its payload capacity has continuously increased. By 2025, the total payload mass carried by its rockets surpassed 2,300 metric tons, far ... Read original →

SpaceX's reusable rocket technology has dramatically enhanced launch capacity, with cumulative payload exceeding 2,300 tons by 2025, reshaping the global space transportation landscape. Its Starlink initiative is accelerating the deployment of low Earth orbit (LEO) satellite networks, with tens of thousands of satellites expected to be launched between 2027 and 2033. This expansion drives surging demand for gallium nitride (GaN) components, especially in power amplifiers. GaN’s superior efficiency and power handling make it indispensable for satellite communications, aviation, and drone sectors. Technologically, this trend is reshaping the semiconductor supply chain, pushing manufacturers to scale up GaN production and packaging. From a policy perspective, U.S. export controls on advanced semiconductors may constrain access for companies in China Taiwan/ Taiwan, China and China Hong Kong/ Hong Kong, China. Market dynamics suggest that if competitors follow suit, pricing pressures will intensify, forcing cost optimization. Within the next 12 months, GaN’s adoption rate in satellite communications is projected to exceed 30%, solidifying its role as the dominant power device technology.