"SpaceX is extremely vertically integrated [and] manufactures and assembles approximately 70% of its launch vehicles in-house."
Wholesale transfer pricing, supply chain and systems integration control.
Contrast: ULA aggressivly outsources rocket parts manufacturing.
Wholesale transfer pricing, supply chain and systems integration control.
Contrast: ULA aggressivly outsources rocket parts manufacturing.
"Elon Musk said he sees the launch opportunity at ~$3bn a year, but the broadband opportunity as an order of magnitude larger at $30bn." Morgan Stanley, March 2020
25iQuiz: Which category isn't growing TAM even though price per kilogram delivered to orbit are dropping?
25iQuiz: Which category isn't growing TAM even though price per kilogram delivered to orbit are dropping?
"Musk sees Starlink as the way for SpaceX to fund the development of Starship. SpaceX revenue from launches likely peaks at about $3 billion a year but said he believes internet service revenue is potentially ‘more like $30 billion a year.’” June 2919 cnbc.com/2019/06/27/spa…
