Discussing Chinese Satcom Constellations with Lan Tianyi (Repost from the Dongfang Hour)

Earlier this month, my friend Blaine Curcio and I had the opportunity to interview Lan Tianyi, the CEO of Ultimate Blue Nebula and SpaceKey, two Beijing-based firms focusing on space/satellite industry consulting. Having worked in the industry from within the state-owned apparatus (CAST), the startup perspective, and now as a consulting company, Tianyi is really a wealth of knowledge on Chinese space. And fortunately for … Continue reading Discussing Chinese Satcom Constellations with Lan Tianyi (Repost from the Dongfang Hour)

Discussing the Most Marking Events of Chinese Space in 2019 (Podcast)

This article is a short summary for the end-of-year podcast my friend Blaine Curcio and I have recorded earlier this week, summing up the highlights of Chinese space in 2019. The podcast is freely available in the audio links below. Part 1: Launch, Constellations, Investment (58 minutes) Part 2: Space Exploration, and the “Pot Pourri Section” (39 minutes) For listeners accessing the webpage from China, … Continue reading Discussing the Most Marking Events of Chinese Space in 2019 (Podcast)

Long March 5 Launch in December: A Lot is at Stake

Excitement has been building up in China and among space enthusiasts ever since Chinese authorities have hinted at a possible return of Long March 5 to the launchpad at the end of the year. First mentioned by CGWIC during the Satellite Business Week in September 2019 [1], it was then further confirmed by the departure for Tianjin of the Yuan Wang 21 and 22 cargo … Continue reading Long March 5 Launch in December: A Lot is at Stake

Thoughts on the “Hype” about China’s NewSpace Launcher Startups – (Part 2/2)

This blogpost is a follow-up of a previous article (part 1/2) discussing the hype about Chinese private launchers. While we previously essentially put emphasis on investment and launch vehicles from an offer standpoint, this second and final post focuses on the demand for launchers, in other words to what extent the small sat market will be able to sustain Chinese launchers. Market Size and Ecosystem … Continue reading Thoughts on the “Hype” about China’s NewSpace Launcher Startups – (Part 2/2)

Thoughts on the “Hype” about China’s NewSpace Launcher Startups – (Part 1/2)

Introduction When discussing the rapid development of China’s private space sector and notably launch vehicles, many observers hint at a bubble: an unhealthy number of startups all pursuing the same scope of activities with similar technical solutions, and unsustainable growth not correlated with market demand. Is this justified? In this blogpost I offer some thoughts and engage in a comparison between Chinese and US NewSpace, … Continue reading Thoughts on the “Hype” about China’s NewSpace Launcher Startups – (Part 1/2)

Who’s Investing in China’s NewSpace? FutureAerospace Provides Some Answers in Latest Report

Note: the figures in this blog post come from FutureAerospace’s latest Commercial Space Investment Race report. In this article I have translated and commented on them. Original report in Mandarin is readily available on the web, for example at [1] or [2]. Yes, China’s NewSpace is growing. But Who is Backing Them? Space industry observers are generally aware that a very significant amount of investment … Continue reading Who’s Investing in China’s NewSpace? FutureAerospace Provides Some Answers in Latest Report

A Large Scale Update of the China Aerospace Blog NewSpace Mapping (June 2019 edition)

Introduction The NewSpace mapping of China Aerospace Blog has just been updated (June 2019 edition), adding 32 more startups to the landscape. Just as the previous edition, are included in the mapping the following companies: Private space startups, the core of the mapping, and most of which have been founded after the opening of China’s space industry to private investment in 2014 (see China’s New … Continue reading A Large Scale Update of the China Aerospace Blog NewSpace Mapping (June 2019 edition)

China’s NewSpace: Mapping of its 60+ Start-ups

Introduction Chinese space has been a very hot topic in recent years. Other than the impressive space exploration missions (Tiangong, Chang’e…), the interest for China is also due to the recent opening up of this industry to private investments, which has led to a leap in the number of space start-ups. These start-ups, supported by venture capital heavy-weights are covering the entire space industrial chain: … Continue reading China’s NewSpace: Mapping of its 60+ Start-ups

FutureAerospace’s China Commercial Space Investment Report 2018: Highlights

2018 has been a crazy year for Chinese commercial space, and 2019 promises to be even crazier. iSpace raised 110 million RMB on January 3 [1], Minospace raised an estimated 20 million RMB on January 15 [2] , and as I am writing these lines (26/01/2019), Changguang Satellite (CGSTL) just raised a whooping 250 million RMB in an angel round [3]. This has literally smashed … Continue reading FutureAerospace’s China Commercial Space Investment Report 2018: Highlights

Interview with Essential Capital (元航资本) on the Perspectives of Commercial Space in China

Essential Capital (a.k.a 元航资本 in Chinese) is a Chinese VC firm founded in 2015 and based in Beijing. Essential Capital considers itself an early-middle stage investor, with a major focus on “hard tech”.  As an early mover within the VC world into the burgeoning Chinese space industry, the company’s founders gave some interesting insights on the topic in an interview to the Chinese media Iyiyou … Continue reading Interview with Essential Capital (元航资本) on the Perspectives of Commercial Space in China