Junda Group: Upgrading the function of low-orbit satellites continuously increases the demand for on-board energy to be "lightweight and efficient".
Regarding the question of "how big is the space photovoltaic market", Junda Corporation stated in an institutional online conference on December 22 that currently, the global deployment of low-orbit satellite constellations and the space computing industry have entered a period of explosive growth, and space economy has become one of the core tracks reshaping the global technology competitive landscape. According to data from the International Telecommunication Union, the total planned number of low-orbit satellites globally has exceeded 100,000, marking the industry's official entry into a new phase of intensive networking and scaled development. At the same time, the functions of low-orbit satellites continue to upgrade, from remote sensing and communication expansion to high-power tasks such as on-orbit AI training and delay-edge computing, leading to a continuous increase in the demand for "lightweight and efficient" on-board energy. On the other hand, with the rapid expansion of the AI computing cluster, ground computing power is facing a dual bottleneck of energy supply and thermal dissipation efficiency. Its power and cooling needs will far exceed the carrying capacity of existing ground facilities, making space computing a key breakthrough direction with clear prospects for eruption.
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