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The explosion of a SpaceX rocket launch may have an impact o
The SpaceX Starship rocket exploded in the air shortly after its test flight launch, which was a setback for the low Earth Orbit (LEO) satellite market, although it remains optimistic in the long run.
Industry insiders say that the LEO satellite supply chain needs enough rockets to maintain its development momentum.
Taiwanese companies in SpaceX's supply chain include: network component and module manufacturer Wistron NeWeb and Universal Microwave Technology (UMT); GaAs Wafer Fab Win Semiconductors; Sources said that it also includes Dongxing Electronics, a supplier of RF modules.
Sources familiar with the semiconductor packaging and testing industry said that there were some delays in the rocket development of an American client. The source added that for their suppliers, the development of their products has also been postponed.
Sources said that UMT, a supplier to many major LEO satellite companies including SpaceX, is very likely to see a 23-25% growth in its LeO-related product segment. But there are also some concerns. Sources said that in 2022, SpaceX witnessed delays in the development of many support modules, which prevented UMT from going beyond the product sampling stage. Although UMT began shipping to SpaceX in March, the Starship launch event means that the explosive growth of the LEO satellite market may not come soon.
Sources said that it was reported that Wistron has entered SpaceX's client equipment (CPE) supply chain.
Dennis Chen, the chairman of Win Semi, told DIGITIMES in a recent interview that the Russia-Ukraine war has highlighted the importance of satellite communications. In the upcoming era of the Internet of Everything, compound semiconductors will embrace tremendous opportunities.
Tongxing, renowned for its back-end services of automotive and mobile phone CMOS sensors, has many years of experience in RF module packaging, covering the fields of optical communication and satellite communication.
Aerospace products must go through strict certification procedures. Sources said that Tongxing was able to quickly enter SpaceX's supply chain because it has already obtained certification in the military product field.