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马斯克：第三代星链卫星 V3 综合性能比 V2 高出一个数量级，V2 系统今年收入将达到 200 亿美元
Musk said the performance of third-generation Starlink V3 satellite is an order of magnitude higher than V2, and the recurring revenue of the V2 system is expected to reach $20 billion this year. Follow·
Today·267 words (about 2 min)
AI Summary & Key Points
Summary
Caixin reported on August 9, 2026 that Musk revealed on the X platform that the third-generation Starlink V3 satellite launched by Starship will have overall performance an order of magnitude higher than the current second-generation V2 relying on Falcon rockets. He added that more V3 satellites and their upgraded versions will continue to be launched, carrying V2 and iterated version direct-to-cell satellites, with total bandwidth expected to exceed V2 by 100 times. Based on this, the V2 system's annual recurring revenue this year is projected to reach $20 billion; even if revenue per gigabit drops to one-tenth of the original, SpaceX's communications business annual revenue is still expected to exceed $200 billion.
Main Points
* 1. The overall performance of V3 satellite is an order of magnitude higher than V2.
Musk pointed out that the third-generation Starlink V3 satellite launched by Starship will achieve a tenfold improvement in overall performance compared to the current second-generation V2 satellite using Falcon rockets.
* 2. Subsequently, more V3 satellites and upgraded versions will be launched, carrying direct-to-cell satellites, with bandwidth exceeding V2 by 100 times.
As more V3 satellites and updated versions are deployed, total network bandwidth is expected to increase a hundredfold, enhancing user data transmission capacity.
* 3. The V2 system's recurring revenue this year is expected to reach $20 billion, and the communications business annual revenue could exceed $200 billion.
Even if revenue per gigabit drops to one-tenth of the original, SpaceX can still achieve annual revenue exceeding $200 billion thanks to its large user base.
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财联社 2026-08-09 09:22 上海
马斯克当地时间8日在社交平台X上表示，我所说的内容，一部分属于推测性构想或是期许展望，另一部分则确凿无疑。可以确定的事实是：将由星舰发射的第三代星链卫星V3，综合性能比当下依靠猎鹰火箭发射的第二代卫星V2高出一个数量级。
除此之外，后续还会发射数量再提升一个数量级的V3及更新版本星链卫星，同时搭载V2及迭代款手机直连卫星。这意味着整体带宽将达到第二代星链系统的100倍以上；第二代星链今年的年度经常性收入将达到200亿美元。即便每千兆比特的营收缩水至原先的十分之一，SpaceX的通信业务年收入依旧会突破2000亿美元！ 
Key Quotes
> The third-generation Starlink V3 satellite launched by Starship has overall performance an order of magnitude higher than the current second-generation V2 satellite launched by Falcon rockets.
> The annual recurring revenue of second-generation Starlink this year will reach $20 billion. Even if revenue per gigabit shrinks to one-tenth of the original, SpaceX's communications business annual revenue will still exceed $200 billion!
Tags
Satellite Communications
Starlink
SpaceX
Revenue Forecast
Space Technology
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