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SpaceX’s upcoming IPO plans have become a significant market focus, driven by rising global demand for satellite broadband, direct-to-cell (DTC) connectivity, and AI computing. According to TrendForce, SpaceX is expanding its satellite broadband coverage and aggressively entering new sectors such as DTC services, AI space computing, and space-based solar power (SBSP).
Direct-to-Cell technology is rapidly maturing as global mobile communications standards 3GPP Release 17 and Release 18 continue to incorporate satellite communications. TrendForce’s findings indicate that satellite operators are shifting from traditional satellite broadband services to direct satellite connectivity for smartphones. The global market is projected to reach US$7.6 billion in 2026, representing approximately 49% YoY growth.
TrendForce’s latest investigations indicate that rising demand for satellite constellation deployment, driven by Starlink expansion and the U.S. Space Force’s regular defense satellite launches, has prompted SpaceX to shift its focus from partially reusable rockets to fully reusable systems.
TrendForce reports that leading global telecom providers such as SK Telecom and Deutsche Telekom are rolling out Agentic AI services for general users as generative AI becomes increasingly integrated into daily life in 2025. With telecom providers and major CSPs continuing to expand their data center infrastructure, Data Center Interconnect (DCI) technology is gaining significant traction. The global DCI market is projected to grow 14.3% YoY in 2025 to surpass US$40B.
TrendForce’s latest report, “Breakthrough Opportunities in the 5G Era: Global Telecom FWA Deployment and Business Prospects for Taiwanese Manufacturers,” shows the global fixed wireless access (FWA) market is projected to grow 33% YoY, reaching US$72 billion in 2025.
