weilabweilabsupply-chain research
OverviewResearchThemesCompaniesValuationsChat
© 2026 weilab — supply-chain research lab
Sign in

SpaceX Starlink / variant

Starlink V3

Next-gen, revealed 2025-10-13. ~2,000 kg, ~1 Tbps downlink and ~200 Gbps uplink per satellite; ~60 V3 sats per Starship launch add ~60 Tbps to the network (>20× a V2 Mini Falcon 9 launch) [1]. Ku/Ka/E-band; first operational deliveries targeted for 2026 [1].

Cooling
—
Optics
optical inter-satellite laser links
Form factor
Flat-pack LEO satellite (Starship-class)
TDP
—
Process
—
Launch
First operational deliveries 2026 (Starship)

出貨量預估

區間 + 信心水準 + 來源;不同分析師、不同時點的預估會並列。

期間出貨量 (low–mid–high)ASP (USD)信心來源
2026 (ramp)—–—–——lowTom's Hardware 2025-10-13

Server-level BOM

每行 = 單一機台的零組件 slot。share % 是該供應商在此 component 的估計份額。

Compute

GPU / CPU dies — the headline silicon.

2 項零組件
  • Flight computer & avionicsgating

    Star-tracker + GPS-based guidance; in-house avionics.

    ×1 unit
    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
  • Co-designed RF / mixed-signal silicongating
space-stocks

RF/mixed-signal chips co-designed with STM; STM confirms use in latest V3 [3].

· silicon
1°
ST
STM
STMicroelectronics
$79.51
+15.20%
alt
SP
SPACEX
SpaceX (Space Exploration Technologies)
—
尚未更新

Power

PSUs, busbars, BBU.

3 項零組件
  • Solar arraygating

    Larger deployable solar array to feed 1 Tbps payload [1].

    ×1 array
    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
  • Hall-effect thruster (electric propulsion)gating

    Argon-fueled Hall-effect thruster (2nd-gen) [2].

    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
  • Battery & power management

    In-house battery + power conditioning.

    ×1 unit
    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新

Networking

NICs, switches, cables, CPO modules.

5 項零組件
  • TT&C transpondergatingspace-stocks

    衛星測控(遙測/追蹤/命令)RF 模組。

    1°
    34
    3491.TWO
    昇達科
    NT$2,020
    -2.42%
  • Ku/Ka-band user-link phased arraysgating

    Higher-capacity phased arrays — 1 Tbps downlink / 200 Gbps uplink per sat [1].

    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
  • RF transceiver modulegatingspace-stocks

    衛星 RF 收發模組。

    1°
    62
    6271.TW
    同欣電
    NT$250.00
    +0.20%
  • E-band gateway / backhaul antenna

    E-band gateway/backhaul on Gen3 [2].

    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
  • Optical inter-satellite laser linksspace-stocks

    In-house optical terminals; higher-rate backhaul on V3 [1][2].

    alt
    ST
    STMalt
    STMicroelectronics
    $79.51
    +15.20%
    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新
    alt

Chassis & Mechanical

Rack, sleds, trays, brackets, heatsink fins.

1 項零組件
  • Satellite bus / flat-pack structuregating

    ~2,000 kg bus, Starship-class — >3× a V2 Mini [1].

    ×1 bus
    1°
    SP
    SPACEX
    SpaceX (Space Exploration Technologies)
    —
    尚未更新

Board / Backplane / BMC

Motherboard, backplane, BMC, signal integrity.

1 項零組件
  • Satellite PCB / RF boardgatingspace-stocks

    衛星用 HDI + 射頻 PCB;超高頻、高可靠度。

    alt
    23
    2355.TWalt
    敬鵬
    NT$59.30
    -1.33%
    1°
    23
    2313.TW
    華通
    NT$266.50
    -1.48%
    alt
    23
    2367.TWalt
    燿華
    NT$65.20
    -0.91%
34
3491.TWOalt
昇達科
NT$2,020
-2.42%