top of page

Assessing Kuiper’s Satellite Manufacturing Delays

Updated: Jun 24

Apr 23 - Written by Caleb Henry


Spacesail executives

As the next big LEO constellation, Kuiper’s delays have attracted significant attention, but the question of how serious the delays are has gone unanswered. A comparative analysis of other large LEO constellations shows Kuiper is moving at a pace consistent with early industry precedent.


If Kuiper’s April 28 launch date holds, it will take the company 570 days to go from prototype launch to first batch launch. That’s 115 days longer than Starlink, and more than 200 days longer than OneWeb, but faster than the U.S. Space Development Agency by about 70 days.


Serial satellite manufacturing consistently takes the industry longer to achieve than early estimates.


Starlink hoped to do as many as seven batch launches in its first year but only completed two in 2019. OneWeb aimed for as many as five but finished its first production year with just one launch. SDA planned a one-year gap, but contractor struggles and covid-induced setbacks doubled that time. And Telesat (not included in the chart), launched a prototype for its Lightspeed constellation in 2018, and has still yet to conduct a batch launch – the first is now slated for the second half of 2026.


Common reasons for delays include supply chain partners falling behind on parts deliveries, manufacturer redesigns that incorporate data from prototypes in orbit, and chronically underestimated learning curves when shifting from artisanal production into a mass manufacturing operation.


Precedent suggests Kuiper’s delays are normal and should resolve themselves as momentum builds. Plus, given the magnitude of Kuiper’s investment – estimated at $16.5-20 billion by Quilty Space, the FCC is fully expected to grant an extension on the company’s spectrum license. All Amazon needs to do now is execute.


Quilty White and Blue on Transparent Large.png
  • X
  • LinkedIn

+1.727.828.7330

info@quiltyspace.com

33 6th St. S, Suite 204  | St. Petersburg, FL 33701 

©2025 Quilty Space. All Rights Reserved. Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Chris Quilty and Justin Cadman of Quilty Space are Registered Representatives of the broker dealer StillPoint Capital, LLC. Quilty Space and StillPoint Capital, LLC are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check. Certain older transactions were completed by Registered Representatives at their prior firms.

bottom of page