Northrop Grumman, United Launch Alliance, SpaceX, Xbow Launch Systems, Firefly Aerospace, Aevum, Rocket Lab and Vox Space have all received contracts under the US Air Force's $986 million Orbital Services Program-4. The launch contracts are for small to medium payloads
Aevum, Inc. provides comprehensive space logistics service to enable commercial and Government customers to deploy small payloads in low Earth orbit (LEO).
This will be the first U.S. Air Force mission for Aevum, Inc. and will be launched from Cecil Air and Space Port in Jacksonville, Fla. The initial launch capability of the ASLON-45 mission is scheduled for the third quarter of 2021.
XBow Launch Services? A Huntsville AL company that received a Phase 1 SBIR to do additive manufacturing of solid propellants. Their web site is only a photo of a rail launched rocket silhouetted against a sunset.
It's been widely reported that there may be as many as 140 small sat launch vehicles in development. The goal is to develop these light launch vehicles to deliver small sats, mostly to LEO.
I'd be interested to hear your thoughts on how this will play out. Right now the players seem to be:Rocket Lab - the only small sat rockets in the market as of yet. Virgin Orbit - who may launch early next year.Firefly - actually faced bankruptcy in 2016, but have a Ukrainian backer now.Relativity - who just raised $140m in VC.ABL Systems - not that much known about them.
It seems to me that if all of these come into the market (as well as some others still in stealth) there will be something of a rocket bubble. So, who will win? On what basis? What is it that will separate the winners from the losers?
The crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then this happened shortly after this happened. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into helping companies develop payloadsRelativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.
Quote from: Blackjax on 10/17/2019 01:42 pmThe crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then this happened shortly after this happened. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into helping companies develop payloadsRelativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.Cheap rideshares are somewhat of a red herring: rideshares have always been cheaper than proposed dedicated smallsat launchers. Smallsat launchers are attractive even with the increased cost because of their other properties: the ability to launch to an orbit of your choice, at a time of your choice. That has quite a lot of value in and of itself, even before you get into the logistical headaches of actually assembling a rideshare (go ask anyone involved in SSO-A). If you goal is just to get a thing into an orbit, any orbit, eventually; then rideshares are great. If you need your satellites to go into a specific orbit, you either need to wait for a launch that happens to be going close enough to the orbit you need for your on-board propulsion (you do have some, right?) to get you there, or build a dedicated kickstage that both fits in the deployment mechanism and doesn't end up costing as much as the satellite itself. Maybe you want to phase your launch to insert your satellite into an existing constellation? Sorry, your schedule is set by someone else. ::EDIT:: Of course, if a dedicated reusable 'bigsat' launcher carrying just your smallsat ends up being cheaper than a dedicated smallsat launch anyway...
Quote from: edzieba on 10/21/2019 02:25 pmQuote from: Blackjax on 10/17/2019 01:42 pmThe crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1985695#msg1985695">this happened</a> shortly after <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1982739#msg1982739">this happened</a>. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into <a href="https://forum.nasaspaceflight.com/index.php?topic=47848.msg1933576#msg1933576">helping companies develop payloads</a>Relativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.Cheap rideshares are somewhat of a red herring: rideshares have always been cheaper than proposed dedicated smallsat launchers. Smallsat launchers are attractive even with the increased cost because of their other properties: the ability to launch to an orbit of your choice, at a time of your choice. That has quite a lot of value in and of itself, even before you get into the logistical headaches of actually assembling a rideshare (go ask anyone involved in SSO-A). If you goal is just to get a thing into an orbit, any orbit, eventually; then rideshares are great. If you need your satellites to go into a specific orbit, you either need to wait for a launch that happens to be going close enough to the orbit you need for your on-board propulsion (you do have some, right?) to get you there, or build a dedicated kickstage that both fits in the deployment mechanism and doesn't end up costing as much as the satellite itself. Maybe you want to phase your launch to insert your satellite into an existing constellation? Sorry, your schedule is set by someone else. ::EDIT:: Of course, if a dedicated reusable 'bigsat' launcher carrying just your smallsat ends up being cheaper than a dedicated smallsat launch anyway...Or your big launcher big enough to carry a kick stage for every one of those smallsats, and a wholly owned subsidiary potentially bearing the brunt of the overhead cost of a kick stage/space tug production line. Let alone the regular service that makes smallsat companies more independent.
Quote from: Blackjax on 10/17/2019 01:42 pmThe crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1985695#msg1985695">this happened</a> shortly after <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1982739#msg1982739">this happened</a>. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into <a href="https://forum.nasaspaceflight.com/index.php?topic=47848.msg1933576#msg1933576">helping companies develop payloads</a>Relativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.Cheap rideshares are somewhat of a red herring: rideshares have always been cheaper than proposed dedicated smallsat launchers. Smallsat launchers are attractive even with the increased cost because of their other properties: the ability to launch to an orbit of your choice, at a time of your choice. That has quite a lot of value in and of itself, even before you get into the logistical headaches of actually assembling a rideshare (go ask anyone involved in SSO-A). If you goal is just to get a thing into an orbit, any orbit, eventually; then rideshares are great. If you need your satellites to go into a specific orbit, you either need to wait for a launch that happens to be going close enough to the orbit you need for your on-board propulsion (you do have some, right?) to get you there, or build a dedicated kickstage that both fits in the deployment mechanism and doesn't end up costing as much as the satellite itself. Maybe you want to phase your launch to insert your satellite into an existing constellation? Sorry, your schedule is set by someone else. ::EDIT:: Of course, if a dedicated reusable 'bigsat' launcher carrying just your smallsat ends up being cheaper than a dedicated smallsat launch anyway...
The crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1985695#msg1985695">this happened</a> shortly after <a href="https://forum.nasaspaceflight.com/index.php?topic=48741.msg1982739#msg1982739">this happened</a>. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into <a href="https://forum.nasaspaceflight.com/index.php?topic=47848.msg1933576#msg1933576">helping companies develop payloads</a>Relativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.
Quote from: edzieba on 10/21/2019 02:25 pmQuote from: Blackjax on 10/17/2019 01:42 pmThe crowded potential competitive landscape you outlined was already a tough one that would likely have meant many companies would find it difficult to secure enough funding to even finish developing their launcher. Those few who did field a vehicle would be scrambling to compete with each other and with options on larger launchers for a limited number of payloads making it challenging to develop a solid flight history anytime soon and to ensure they had enough ongoing revenue to survive. That was before things got truly grim.Then this happened shortly after this happened. SpaceX is putting enormous downward price pressure on these small launchers and with things like fairing reuse and continued optimization of their fleet/operations, it seems likely that they will have enough slack in their costs to keep it moving downward in response to market competition. Will they be able to address and aggressively compete for all of the orbits and launch windows that that these small launchers can? No. Will they be able to address enough of the market that it basically sucks the air out of the room? Seems likely. The F9 rideshare program alone, as it stands today, is enough to cause major upheaval. Now ask yourself what happens to these companies, most of whom are still developing vehicles that will have their first flight in the next 1-3 years, if SpaceX successfully fields the Starship in the next 1-3 years. Then there is the New Glen...will Blue Origin have a rideshare program too? They'll have a vehicle with a roomy fairing and extra mass margin vs. the typical payload sizes so it's hard to see why they wouldn't. It seems to me that it is a great time to be a company like Momentous and a lousy time to be a small launcher.The companies who *might* survive are the ones who have a strong business plan focus on something other than surviving on revenue from launches. The examples I am aware of: Rocket Labs is getting into helping companies develop payloadsRelativity is developing IP and equipment to do large format metal 3d printing beyond simply using it to print their rockets.If anyone is aware of other companies that have a more nuanced business plan than just simply fielding a launch vehicle, it'd be great if you could post it.Cheap rideshares are somewhat of a red herring: rideshares have always been cheaper than proposed dedicated smallsat launchers. Smallsat launchers are attractive even with the increased cost because of their other properties: the ability to launch to an orbit of your choice, at a time of your choice. That has quite a lot of value in and of itself, even before you get into the logistical headaches of actually assembling a rideshare (go ask anyone involved in SSO-A). If you goal is just to get a thing into an orbit, any orbit, eventually; then rideshares are great. If you need your satellites to go into a specific orbit, you either need to wait for a launch that happens to be going close enough to the orbit you need for your on-board propulsion (you do have some, right?) to get you there, or build a dedicated kickstage that both fits in the deployment mechanism and doesn't end up costing as much as the satellite itself. Maybe you want to phase your launch to insert your satellite into an existing constellation? Sorry, your schedule is set by someone else. ::EDIT:: Of course, if a dedicated reusable 'bigsat' launcher carrying just your smallsat ends up being cheaper than a dedicated smallsat launch anyway...Or your big launcher big enough to carry a kick stage for every one of those smallsats, and a wholly owned subsidiary potentially bearing the brunt of the overhead cost of a kick stage/space tug production line. Let alone the regular service that makes smallsat companies more independent.
Space News has an article on Carlos Niederstrasser's paper on the current state of smallsat launch vehicle development as presented at IAC.https://spacenews.com/carlos-launch-vehicle-update-iac/I still haven't found a public source for this year's paper, but this article has good detail and leads with the main tracking figure. The "total" is up to 148, but that includes 41 "unknown or defunct." The actual development list, is just 41. Every category grew since last year, but the development list only grew by 3. I expect next year the development list might shrink as a couple more having initial launches will really increase the pressure to either show something or drop out.
Quote from: meberbs on 10/26/2019 06:32 pmSpace News has an article on Carlos Niederstrasser's paper on the current state of smallsat launch vehicle development as presented at IAC.https://spacenews.com/carlos-launch-vehicle-update-iac/I still haven't found a public source for this year's paper, but this article has good detail and leads with the main tracking figure. The "total" is up to 148, but that includes 41 "unknown or defunct." The actual development list, is just 41. Every category grew since last year, but the development list only grew by 3. I expect next year the development list might shrink as a couple more having initial launches will really increase the pressure to either show something or drop out.Niederstrasser's numbers are highly misleading. Even in the shorter "under development" category he still includes several types of groups as if they were serious contenders:- dead efforts except for zombie websites e.g. Rocketstar, Orbital Access, Cubecab, Zero2Infinity, Celestia, Bagaveev(?)- groups who started one year ago but are listed as launching in 2020 or 2021 e.g. Isar Aerospace, X-Bow, Space One, ESI - groups who are short of resources / crowdfunding e.g. Phoenix (ex-Aphelion), ARCA, LEO Aerospace, bluShift, b2space- groups who are struggling to deliver / technically inexperienced e.g. PLD Space, Astra, Gilmour, Interstellar - groups who seem to be creating lifestyle businesses e.g. Interorbital- zombie projects that will not die e.g Tronador 2If you take those out you get down to a more sensible list of approx. 10-15. And even there you have to filter between the likes of Virgin Orbit, who have hundreds of millions of dollars, launch pad deals, a long line of customers, government support, hugely experienced staff, massive facilities - and companies like Aevum.It's unfortunate his study get so much attention. I genuinely think this forum could do better than that paper.