您的当前位置：首页 > 行业数据 > 太空算力产业链全景图：从卫星平台到天地协同算力池

太空算力产业链全景图：从卫星平台到天地协同算力池

产业链

下载图片

原图定位

同报告图片

/ 4

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

所属报告：

国防军工行业深度研究：商业航天系列（二）中国火箭首次实现一子级可控回收卫星互联网时代有望加速到来-260715（23页）.pdf

打包全文图表

太空算力产业链由通用基础层、AI算力卫星专有层、中游平台运营与下游应用服务构成完整闭环。通用基础层涵盖卫星平台、电源控制器、相控阵天线等所有卫星共有的基础能力；AI算力卫星专有层聚焦星载AI芯片、抗辐射存储、星载激光通信终端等核心载荷；中游层涵盖星座研制、星间链路组网、在轨运控与算力调度平台；下游应用服务于智能遥感、全球通信物联、特种科学计算等场景。数据来源：创业邦研究中心，今日头条，国海证券研究所

太空算力产业链全景结构
层级	核心模块	关键技术/产品
通用基础层（所有卫星共有基础能力）	卫星平台	电源/结构/姿轨控/推进系统
	能源系统	GaAs太阳翼、电源控制器PCU、空间级储能电池
	有效载荷	相控阵天线-T/R组件、光学相机/SAR雷达载荷、星载原子钟
	热管理系统	环路热管LHP、泵驱流体回路、可展开辐射散热器
AI算力卫星专有（计算芯片/能源/载荷）	计算芯片	星载AI芯片、SoC抗辐射CPU/GPU、HBM/抗辐射存储
	通信载荷	星载激光通信终端、星上数据处理载荷、高速星地回传链路
	发射服务	运载火箭/上面级
	标准化接口	标准化载荷接口
中游（平台运营与组网）	星座研制	卫星批量制造、星座架构设计
	星间链路组网	激光通信主干、微波备份、网络拓扑
	在轨运控	状态监测/轨道保持、故障诊断/自主管理
	算力调度平台	天基算力OS、虚拟化/资源编排、天地协同算力池
下游（应用与服务）	智能遥感与地球观测	分布式协同计算
	全球通信与物联	航空/航海/应急通信、手机直连卫星
	特种领域与科学计算	特种领域防御、气象预报、太空科学计算
	太空原生计算服务	大规模AI训练（远期）、推理即服务

数据来源：创业邦研究中心，今日头条，国海证券研究所

从太空算力产业链全景结构来看，可以提炼出三个关键判断：
产业链从“通用卫星”向“AI算力卫星”升级。通用基础层提供卫星平台、能源、热管理等所有卫星共有的基础能力；AI算力卫星专有层在通用基础上叠加星载AI芯片、SoC抗辐射CPU/GPU、HBM抗辐射存储等算力核心，标志着卫星从“通信中继”向“在轨计算平台”的功能跃迁。
“联得成”与“调得动”构成中游核心能力。星间链路组网通过激光通信主干和微波备份构建太空算力集群的网络骨架；在轨运控实现卫星状态监测、轨道保持与自主故障管理；算力调度平台通过天基算力OS、虚拟化资源编排和天地协同算力池，将分散的天基算力组织为可调度的服务能力，构成从单星智能到分布式太空算力集群的关键枢纽。
应用服务从“专业工具”走向“大众基础设施”。下游应用涵盖智能遥感（分布式协同计算）、全球通信物联（航空/航海/应急通信、手机直连卫星）、特种领域与科学计算（气象预报、太空科学计算）以及远期的大规模AI训练和推理即服务，天基计算正从“小众工具”走向“大众基础设施”，应用场景从toG公共服务向toB产业赋能全面拓展。