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Space solar cells (triple-junction)
Albuquerque, United States35.08°N 106.65°W
computed criticality17/100
reading
Triple-junction GaAs cells (Boeing Spectrolab, Rocket Lab/SolAero, Azur Space): oligopolistic ~$1.5B/yr market, very narrow global supply
2024Fault line
Almost every satellite draws its power from triple-junction solar cells made by just two or three suppliers. A rare, slow-to-qualify bottleneck for the whole space industry.
Actors
Boeing Spectrolab
Rocket Lab (SolAero)
Azur Space
CESI
Sources