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普华永道:2026强化美国航天供应链研究报告:立足过往之基 点燃明日动能(英文版)(54页).pdf

上传人: 1****1 编号:1176101 2026-04-01 54页 18.83MB

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1、Strengthening Americas space supply chainBuilt for yesterday,igniting momentum for tomorrowMarch 202601 IntroBackground and space market dynamics 03Outlines accelerating space demand and the growing strain on the US industrial base 02 Why supply isnt keeping up 07Examines structural constraints,incl

2、uding cross-industry competition,geopolitical disruption,legacy systems,and underinvestment 03 Findings and recommendations 14Analyzes demand volatility,critical bottlenecks,and regulatory burdens,with targeted recommendations embedded throughout 04 Conclusions 48Reinforces the need for coordinated

3、action to build a more resilient and scalable space industrial baseTable of contentsThe space market grapples with a new era of growthThe US space sector is launching into an era of accelerated growth driven by commercial,civil,and national security priorities.The US has elevated space supply chain

4、resilience as a strategic priority.This white paper draws on public data and interviews with government agencies,prime contractors,and suppliers to assess current supply chain dynamics and develop targeted,actionable recommendations for strengthening the space industrial base.Background and space ma

5、rket dynamicsIntroduction01PwC3Strengthening Americas space supply chainStrengthening Americas space supply chain4PwC3,708objects were launched in the US in 2025(4,510 globally).1Demand growth is accelerating across the space ecosystemSpace activity is booming,placing unprecedented demand on launch

6、systems,satellite manufacturing,ground infrastructure,and supporting suppliers.Unlike previous growth cycles that were driven by a single mission class or customer segment,todays expansion is happening across commercial,civil,and national security programs.Some 3,708 objects were launched in the US

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1. **需求激增与供应链滞后**:2025年美国发射3,708个太空物体(全球4,510个),较2019年增长近10倍,但工业产能利用率仅74%,依赖现有设施而非扩产。 2. **结构性瓶颈**: - **跨行业竞争**:半导体等核心组件需求被AI、能源等行业挤压,太空领域增速滞后(如2030年太空半导体需求增长低于其他行业)。 - **地缘风险**:中国主导稀土元素供应,钛等材料因地缘冲突中断。 - **测试与认证**:空间级组件(如连接器)成本达商业级76倍,测试设施不足导致长周期。 3. **投资不足与政策不确定性**:NASA预算占比从1960年代4%降至0.4%以下,政府预算波动(如CRs占过去49财年46年)抑制供应商投资意愿。 4. **建议方向**:建立跨行业数据共享平台、扩大供应商基础(如碳纤维材料)、优化测试设施分配。
**供应链瓶颈?** **需求如何激增?** **投资够吗?**
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