2026 Low Earth Orbit Satellite Boom Year! 9 High-Speed Transmission Concept Stocks Worth Investing In

The low Earth orbit (LEO) satellite industry has officially entered a commercial turning point. Goldman Sachs predicts that the overall satellite industry will grow rapidly from approximately $15 billion USD today to $108 billion USD by 2035, a growth of over 7 times. The key driver of this growth is the global adoption of LEO satellite technology, characterized by high-speed transmission and low latency.

Taiwan’s supply chain has already secured a strategic position. From SpaceX’s Starlink, Amazon’s Kuiper, to OneWeb and other international giants, the core components of these LEO satellite systems are supplied by Taiwanese manufacturers. As new applications such as direct-to-phone satellite connectivity, space AI data centers, and defense needs expand, nine high-speed transmission concept stocks are becoming market focal points, covering industries from satellite manufacturing, ground equipment, to data processing.

Why Are LEO Satellites Suddenly Booming? Breakthroughs in High-Speed Transmission Technology

LEO satellites operate at altitudes between 160 and 2,000 kilometers above the Earth’s surface, making them the closest artificial satellites to Earth. Compared to traditional high-orbit satellites, their biggest advantage is extremely low latency. Traditional high-orbit satellites have signal delays of 500-700 milliseconds, making real-time applications impossible; in contrast, LEO satellites reduce latency to 20-50 milliseconds—almost equivalent to ground-based 5G networks—enabling remote healthcare, online trading, real-time gaming, and more.

The breakthrough in high-speed transmission capabilities stems from dual innovations in technology and business models. SpaceX’s reusable rockets and heavy-lift vehicles like Starship have reduced the cost of launching satellites from $10,000 per kilogram to below $2,000, significantly lowering the cost of deploying large-scale satellite constellations. This shift has transformed satellite manufacturing from small-scale custom builds to mass production, prompting industry chain upgrades and creating investment opportunities in high-speed transmission stocks.

Industry Chain Overview: 9 Stocks Distributed Across Key Segments

The low Earth orbit satellite industry chain can be divided into three main levels: upstream responsible for satellite and rocket manufacturing and launches; midstream managing ground receiving systems and data processing; downstream providing commercial services and application solutions. The nine high-speed transmission concept stocks are strategically positioned across these segments, forming a comprehensive investment landscape.

Taiwanese companies play a particularly critical role. While satellite main body manufacturing remains dominated by international giants like Lockheed Martin and Northrop Grumman, Taiwan has established a formidable competitive advantage in key components such as high-frequency microwave devices, RF modules, phased array antennas, advanced circuit boards, and optoelectronic packaging. This is why companies like Sunlord, Tongxin Electric, and Wusik are indispensable partners for global industry leaders.

Upstream Key Component Suppliers: Sunlord, Tongxin Electric Lead

Sunlord is the most pure-play Taiwanese stock in the LEO satellite sector. The company mainly supplies filters and duplexers for satellites, which directly determine signal reception quality. As SpaceX accelerates its launch schedule, with plans to deploy over 12,000 satellites by 2027, Sunlord’s order visibility and revenue growth potential are very high.

Tongxin Electric approaches the high-speed transmission market from another angle. As a leader in high-frequency wireless modules under the Pan-Gu Group, Tongxin Electric has been providing RF modules for Starlink satellites since 2019. These modules are mounted on each Starlink satellite, responsible for signal transmission between satellites and ground stations. Although initial contributions were limited, as satellite deployment scales up annually, RF module orders are expected to rise significantly.

Additionally, Wusik supplies high-end HDI circuit boards for SpaceX satellites and ground terminals. T光電 provides high-frequency, low-loss copper-clad substrates for satellite applications. These companies form the upstream backbone of the nine stocks in high-speed transmission.

Midstream Ground Equipment and Data Hubs: Tai-Yang, Kanso, Zhaohé Hold Key Positions

The midstream segment is where high-speed transmission applications truly materialize. Tai-Yang Technology, a veteran Taiwanese RF communication giant, has long been involved in the ground terminal market for low Earth orbit satellites. The company adopts a “two-phase” development strategy: the first phase focuses on Ku-band and L-band transceiver modules, entering mass production since 2023, successfully obtaining certification from a second low-orbit satellite operator, and integrating with Telesat’s Lightspeed constellation in Canada. The second phase involves developing complete user terminal devices, integrating RF, microwave, and auto-tracking technologies, with shipments expected to peak in late 2026.

Kanso targets high-end power supplies for satellite and ground systems. As satellite systems demand higher power efficiency, Kanso’s technology has extended to 800V high-voltage DC architectures, becoming an essential midstream supplier.

Zhaohé specializes in low Earth orbit satellite receivers and related microwave components, gaining market attention recently. Qiqi is a major supplier of ground station antennas and indoor routers, playing a vital role in the Starlink supply chain. Yao-Deng leads in phased array antenna technology, with flat-panel antennas successfully entering the ground receiver supply chain for low Earth orbit satellites.

MediaTek’s development of 5G-NTN standard satellite communication chips is also a core component enabling high-speed transmission in terminal devices. These companies form the midstream support layer, directly influencing whether high-speed transmission can smoothly reach from space to ground.

Downstream Services and Applications: Communications, Observation, Defense

The downstream segment is where the nine stocks realize their ultimate value. EchoStar Corporation, through its Hughes Network Systems, provides satellite broadband services to remote areas worldwide. In September 2025, EchoStar reached a major agreement with SpaceX to sell part of its spectrum licenses for about $17 billion USD, receiving up to $8.5 billion USD in cash and equivalent SpaceX stock, significantly strengthening its financial position and future growth potential.

Taiwan’s Chunghwa Telecom is also actively collaborating with international giants like OneWeb to integrate satellite and 5G networks, offering backup and value-added connectivity services for governments and enterprises. Zhongqi provides high-speed data modems and home Wi-Fi solutions for end users, benefiting from the widespread adoption of satellite broadband.

Defense and Earth observation sectors also present new opportunities. Planet Labs offers high-frequency Earth imaging via a constellation of micro-satellites, used for agriculture monitoring and environmental analysis. BlackSky Technology combines real-time geospatial intelligence with AI to provide rapid-response satellite services for defense and commercial clients. These downstream applications expand the value boundaries of low Earth orbit satellites.

Investment Focus for 2026: Mastering the High-Speed Transmission Mainline

2026 is a critical year when the low Earth orbit satellite market shifts from deployment to commercial operation. As multiple constellations like Starlink, Kuiper, and Lightspeed come online globally, the demand for high-speed transmission will surge. This means that among the nine stocks, upstream component suppliers will face mass orders, midstream ground equipment will reach mass production inflection points, and downstream service providers will begin to realize profits.

Investors should prioritize companies with high technological barriers and clear order visibility. Sunlord and Tongxin Electric’s technological depth and their close cooperation with Starlink have become competitive moats; Tai-Yang’s unique advantages in ground terminal dual-axis tracking and user device integration; Kanso’s high-end power supplies and Zhaohé’s microwave components are building their own competitive edges.

From an industry chain synergy perspective, the growth of these nine stocks is mutually reinforcing. More satellites mean more component demand; broader ground deployment increases demand for downstream applications. Taiwanese manufacturers, with solid manufacturing and R&D capabilities, have already secured key links in the global low Earth orbit satellite industry chain.

Summary

Low Earth orbit satellites have moved from science fiction to commercial reality. High-speed transmission is no longer just a technological concept but a market reality gradually unfolding worldwide. The nine Taiwanese stocks in high-speed transmission—covering upstream chip and component suppliers, midstream ground equipment manufacturers, and downstream communication and application service providers—are deeply embedded in this global space race.

For investors, 2026 is the final confirmation year. It marks the transition from capital-intensive infrastructure deployment to operational profit generation. Mastering the high-speed transmission mainline equates to capturing the most direct growth dividends of the space industry over the next decade.