The satellite industry is seeing a major shift in competitive dynamics. The key advantage now lies in vertical integration across the entire space value chain, and we're in the middle of a consolidation wave as companies rush to secure their positions before the opportunity narrows. As satellite and terrestrial networks converge more tightly, with 3GPP NTN standards maturing and direct-to-device becoming standard in new smartphones, IoT connectivity is expanding into every industrial sector. According to Counterpoint's latest satellite IoT report, there's a potential for over 970 million IoT connections via satellite by 2030. That makes this one of the largest growth areas in tech for the coming decade.
$Rocket Lab USA, Inc.(RKLB)$ $Amazon.com(AMZN)$ $SpaceX(SPCX)$ $Viasat(VSAT)$
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