🛰 National Mega-Constellations Challenge Starlink's Monopoly

The success of the low-Earth orbit (LEO) Starlink system has fundamentally rewritten the rules of the global telecom game, while simultaneously triggering a massive worldwide race for technological sovereignty.

The primary catalyst driving national and regional satellite initiatives is a growing reluctance among sovereign states to leave their critical infrastructure dependent on the US and Elon Musk’s commercial solutions. To prevent the monopolization of space communications, Russia, China, EU member states, Japan, South Korea, India, and Canada are actively deploying their own LEO broadband networks and Direct-to-Device (D2D) services.

Russia and Asia

  • Russia: State-backed developer Bureau 1440 (allocated 116 billion rubles) is executing the Rassvet project. Following the deployment of the initial 16 spacecraft in March, a second launch took place in July. Full-scale commercial operation of the LEO constellation is targeted for 2027.
  • China: The nation is rolling out three super-constellations comprising 10,000 to 15,000 satellites each (Qianfan/Spacesail, Guowang, and Honghu-3). With 238 Qianfan satellites currently in orbit, the total is projected to reach 324 by the end of 2026, enabling commercial service rollout at speeds up to 500 Mbps. Additionally, China has submitted filings to the ITU for next-generation infrastructure networks CTC-1 and CTC-2, totaling nearly 200,000 spacecraft. Corporate initiatives are progressing in parallel, including the Geely Future Mobility Constellation (64 satellites in orbit) tailored for high-precision autonomous transport navigation.
  • Japan & South Korea: The Japanese government allocated ¥150 billion ($920 million) to an alliance formed by Lotte Group and AST SpaceMobile to construct the J-LEO constellation—a move prompted by lessons learned during Noto earthquake relief efforts and the risks of external service disruptions. In South Korea, space agency KASA and Hanwha Group are coordinating a national strategy (formulated July 3, 2026) to deploy a foundational 192-satellite constellation by 2035 utilizing domestic launch vehicles.
  • Malaysia & India: Malaysian operator Angkasa-X is preparing to launch the 500-satellite A-SEANLINK Equatorial Space Network to provide coverage across 80 countries. In India, regulator IN-SPACe approved a project by Reliance Jio in July 2026 to build a 1,600-satellite system featuring D2D capabilities and a total throughput of 5 Tbps.

Europe and the Americas

  • European Union: Under the flagship IRIS² program, the SpaceRISE consortium (comprising Eutelsat, SES, and Hispasat) will construct a 290-spacecraft system by 2030. Concurrently, Eutelsat is upgrading its OneWeb network (650 satellites) after ordering 440 next-generation satellites from Airbus. Private enterprises, such as Rivada Space Networks (the 600-satellite Outernet project utilizing inter-satellite laser links) and Open Cosmos, are erecting sovereign encrypted networks for corporate and government clients.
  • Canada: Telesat is preparing its 156-satellite Lightspeed constellation for deployment (with intensive launch campaigns slated for 2027), while Kepler Communications advances its optical data relay system following the launch of its first 10 satellites in early 2026.
  • United States: On Starlink’s home turf (where its operational fleet stands at roughly 10,800 satellites), SpaceX is pursuing third-generation Gen3 plans for 100,000 ultra-LEO satellites and Starmind orbital data centers. However, the FCC is actively bolstering alternatives to preserve market competition. Amazon’s LEO venture (394 satellites in orbit) secured a license compliance extension while requesting authorization for 5,105 additional satellites in connection with its Globalstar acquisition. Meanwhile, niche players like CesiumAstro are emerging with specialized projects, including the 737-satellite Synchronicity network for secure corporate FSS applications.

The establishment of sovereign LEO constellations is rapidly becoming a baseline standard for national security, as governments refuse to entrust critical communications to a single commercial monopolist.

Source: SatComRus