穿越迷霧:看SpaceX的真正價(jià)值,,要看它的競(jìng)爭(zhēng)對(duì)手
????航天和軍工分析機(jī)構(gòu)Tauri Group的行業(yè)分析師凱特?馬利加說:“它們已經(jīng)開始采取對(duì)策,,或者正在尋找最佳的應(yīng)對(duì)方法。但這很難,,特別是考慮到歐洲政府和行業(yè)的復(fù)雜結(jié)構(gòu),。今后一、兩年它們基本上將束手無策,,但它們覺得自己需要這樣做,,而且也會(huì)進(jìn)行嘗試?!?/p> ????馬利加指出,,在競(jìng)爭(zhēng)對(duì)手難以招架之際,SpaceX看起來也許一帆風(fēng)順,,但無論如何也不能說它已經(jīng)征服了這個(gè)行業(yè),。衛(wèi)星公司本質(zhì)上都厭惡風(fēng)險(xiǎn),而且沒有哪家公司愿意把自己價(jià)值數(shù)百億美元的設(shè)備都交給同一家發(fā)射服務(wù)供應(yīng)商。盡管SpaceX讓業(yè)界對(duì)它越來越有信心,,但幾十年來,,Arianespace一直都能做到成功而準(zhǔn)時(shí)地發(fā)射,而SpaceX在準(zhǔn)時(shí)方面做得并不如意,。馬利加舉例說,,對(duì)于轉(zhuǎn)播世界杯賽事的衛(wèi)視來說,衛(wèi)星發(fā)射受到延誤所產(chǎn)生的成本可能比Arianespace和SpaceX之間價(jià)差要多得多,。也就是說,,SpaceX的成功并不會(huì)讓要價(jià)較高的競(jìng)爭(zhēng)對(duì)手遭受滅頂之災(zāi),至少現(xiàn)在還沒有,。 ????軍工和航天業(yè)咨詢機(jī)構(gòu)Avascent高級(jí)分析師喬恩?貝蘭德指出:“目前還沒有誰能給別人帶來生死攸關(guān)的威脅,。航天器發(fā)射領(lǐng)域會(huì)在行業(yè)新軍到來后重新洗牌,歷史上這種情況反復(fù)出現(xiàn)?,F(xiàn)在下結(jié)論還為時(shí)過早,。”(財(cái)富中文網(wǎng)) ????譯者:Charlie |
????“They’re already responding, or trying to figure out the best way to respond,” says Kate Maliga, an industry analyst at aerospace and defense analysts Tauri Group, of SpaceX’s competitors. “But it’s hard, especially with the complicated structure of European governments and industry. There’s very little they can do in the next year or two, but they feel like they need to respond and they will try.” ????SpaceX may seem to be riding as its competitors struggle to adapt, but the company has by no means conquered the industry, Maliga says. Satellite companies are by nature risk-averse, and no company wants to have only one launch provider handling all of its multimillion-dollar hardware. Though SpaceX continues to build industry confidence, Arianespace already has a decades-long established record of launching successfully and on time—the latter something SpaceX has struggled with. For satellite television providers broadcasting the World Cup, for instance, a delay in launching a satellite can cost many more millions than the price disparity between Arianespace and SpaceX, Maliga says. Which means SpaceX’s successes do not spell doom for its more expensive competitors, at least not yet. ????“I don’t see anyone being an absolute existential threat to anyone at this point,” Jon Beland, a senior analyst at defense and aerospace industry consultancy Avascent, says. “The launch industry has historically undergone cycles where new entrants enter the field and shuffle the cards around. It’s still too early to tell.” |
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