The satellite-internet industry is entering a new phase of competition dominated by low-Earth-orbit constellations from companies like SpaceX and Amazon’s Project Kuiper. As demand for high-speed connectivity accelerates worldwide, Korea’s Doosan is emerging as one of the newest hardware suppliers trying to secure a foothold in the market.
The company has formed a development partnership with Sweden’s Sivers Semiconductors to build electronically steered antennas, a critical component for next-generation satellite networks.
Sivers, a Stockholm-based chipmaker known for wireless and photonics components used in 5G and data-center equipment, said the agreement with Doosan is valued at about one-and-a-half million dollars. The companies will co-develop antenna hardware designed to track multiple satellite beams and orbits electronically, a capability required for modern broadband systems that move large volumes of data across expanding satellite constellations.
The push signals a broader shift for Doosan, which has been moving beyond its traditional materials and electronics businesses into higher-end connectivity technologies.
Entering the satellite-hardware segment positions the company to compete in a global market that Morgan Stanley projects could exceed five hundred billion dollars by 2040.
That growth is driven in large part by U.S.-based players building out massive constellations, creating demand for more advanced ground equipment supplied by companies around the world.
For Sivers, the partnership extends its role as a key supplier in wireless and optical-communication systems. Its technology is already used in millimeter-wave 5G and high-capacity data centers, and the company has been pushing deeper into satellite-communication beamforming as the industry matures.
The collaboration adds another entrant to a hardware ecosystem that is becoming more important as satellite-internet providers scale globally.
While the dominant constellations are being built in the United States, companies like Doosan and Sivers are positioning themselves to supply the infrastructure that will support them.
