Earlier this month, the Chinese language aerospace firm Geespace stated it despatched 11 satellites into orbit. The satellites went up in Geespace’s fourth rocket launch since 2022, bringing its whole “IoT constellation” from 30 to 41 satellites. By the top of this yr, it has ambitions to deploy 72 satellites, which can present international information protection “excluding solely the polar areas,” in keeping with a press launch.
Like every other satellite tv for pc agency, Geespace has relationships with a number of telecommunications corporations, unfold out over greater than 20 nations, to offer high-speed web and different connectivity providers. Earlier this yr, it signed new agreements with Moroccan, Malaysian, and Saudi Arabian companies.
However Geespace can also be owned by the guardian firm of Geely, the second-best-selling carmaker in China, which additionally sells automobiles throughout 5 continents. Which implies the rocket launch, and the in-development low-Earth-orbit constellation, additionally has a mobility bent. Geespace says the satellites will present help for superior driver-assistance techniques in automobiles and industrial automobiles, “considerably enhancing journey security and comfort.” (The corporate left open the potential for supporting different automobiles’ techniques too.)
This makes Geely the one international automaker with its personal devoted satellite tv for pc web constellation and a public plan to combine that connectivity into its superior driving tech. At a time when most international automakers are struggling via concurrent crises—a rocky transition to electrical automobiles; confused and complicated approaches to software program; questions round the way forward for autonomy; international financial upheaval and commerce reorientations; and the rise of Chinese language auto producers—the Chinese language automaker’s house play demonstrates a veritable long-term, worldwide technique.
“Geely has the attain, it has the capital, and clearly it has the potential to place satellites into orbit,” says Tu Le, the founder and managing director of Sino Auto Insights, a consultancy. The automaker is arguably essentially the most worldwide of China’s automobile corporations. Along with its widespread Geely Galaxy, Zeekr, and Lynk & Co manufacturers, its guardian firm owns nearly all of Volvo Vehicles and Lotus, practically half of EV firm Polestar, and 17 % of Aston Martin. In 2018, Geely founder and chair Li Shufu purchased an almost 10 % stake in Mercedes-Benz. Working its personal infrastructure in house may assist help all these manufacturers into the long run. “There is no such thing as a doubt that Geely has worldwide ambitions,” says Le. “This simply reinforces the mindset that Geely goes to be a world participant.”
Persevering with to increase globally might be existential not just for Geely, however the wider Chinese language auto trade. The Chinese language authorities has tried to tamp down on a now-years-long auto value struggle that has seen spherical after spherical of aggressive cuts because the nation cranks out tens of thousands and thousands of automobiles yearly. EV-maker BYD, which toppled Tesla this yr because the globe’s primary vendor of new-energy automobiles, has come below particular scrutiny. Chinese language authorities and trade officers have likened the scenario to Chinese language actual property developer Evergrande; the agency’s 2021 collapse plunged the nation into financial turmoil. More healthy progress may rely upon worldwide exports, which surged by 300 % between 2021 and 2024 regardless of US and European commerce boundaries to Chinese language automobiles.
International Positioning
Satellite tv for pc communications ought to have some upside for superior auto tech—and individuals who purchase automobiles geared up with it. They may give automobile software program extremely exact, centimeter-level information on the place automobiles are on the highway, in addition to secure (and redundant) connections, which permit higher route planning and driving effectivity, Fanni Li, a principal analysis analyst specializing in auto expertise at S&P International Mobility, writes in an electronic mail. Proper now, that type of information may assist automobiles carry out some security capabilities by themselves: keep in lanes, keep away from particular collisions. Sooner or later, although, satellite tv for pc communications may assist autonomous automobiles, these with out drivers, preserve fixed connectivity in a means that at the moment’s ground-based mobile networks can’t, particularly in locations the place mobile infrastructure is spotty or nonexistent.
Geely has already marketed that it’s going to capitalize on its satellite tv for pc capabilities. A number of Geely fashions, together with the Geely Galaxy Xinyao 8 PHEV sedan, Lynk & Co 900 PHEV SUV, and all-electric Zeekr 001, include satellite tv for pc communication expertise.
