SpaceNexus Supply-Chain Concentration Report

Where the tracked space supply chain concentrates: by country, by tier, and on the suppliers most programmes depend on.

Data as of 2026-06-30 · computed 2026-09-15 · current edition

← Q1 2026 All editions

Mapped relationships: 30
Top supplier country: United States
Top three countries: 66.7%
Single-source dependencies: 10

Concentration by supplier country

Mapped supply relationships attributed to the supplier’s country of domicile.

Concentration by supplier country. Mapped supply relationships attributed to the supplier’s country of domicile. Showing the first 10 of 12 rows.
#	Country	Suppliers	Relationships	Share of map	Critical	High geopolitical risk
1	United States	13	15	+50.0%	13	0
2	France	3	3	+10.0%	3	0
3	Europe	2	2	+6.7%	1

Concentration by supplier tier

Where in the chain the mapped supply sits.

Concentration by supplier tier. Where in the chain the mapped supply sits. 4 rows.
Tier	Companies mapped	Relationships supplied	Share of map	Critical
Tier 1 supplier	21	16	+53.3%	15
Tier 3 supplier	16	8	+26.7%	6
Tier 2 supplier	18	6	+20.0%	5
Prime contractor	8	0	0.0%	0

Chokepoints — suppliers by dependent customers

Suppliers ranked by how many distinct mapped customers depend on them. The fan-in figure, not a revenue figure.

Chokepoints — suppliers by dependent customers. Suppliers ranked by how many distinct mapped customers depend on them. The fan-in figure, not a revenue figure. Showing the first 10 of 27 rows.
#	Supplier	Country	Tier	Dependent customers	Critical relationships
1	Aerojet Rocketdyne	United States	Tier 1 supplier	2	2
2	BAE Systems Electronic Systems	United Kingdom	Tier 1 supplier	2	2
3	Honeywell Aerospace	United States	Tier 1 supplier	2	2
4	ArianeGroup

Single-source critical dependencies

Mapped customers for which exactly one mapped supplier provides a relationship marked critical.

Single-source critical dependencies. Mapped customers for which exactly one mapped supplier provides a relationship marked critical. 10 rows.
Customer	Sole critical supplier	Supplier country	Products
Aerojet Rocketdyne	ATI Specialty Materials	United States	nickel_superalloys; titanium
Analog Devices	TSMC	Taiwan	advanced_semiconductors
ArianeGroup	Safran	France	vulcain_engine_components
ATI Specialty Materials	Glencore (Cobalt)	Switzerland	cobalt_for_superalloys
Ball Aerospace	BAE Systems Electronic Systems	United Kingdom	rad_hard_processors; space_electronics
Honeywell Aerospace	China Northern Rare Earth

Elevated bill-of-materials risk by category

Components in the risk register at critical or high risk, grouped by subsystem category.

Elevated bill-of-materials risk by category. Components in the risk register at critical or high risk, grouped by subsystem category. 7 rows.
Category	Critical	High	Total
avionics	2	0	2
communications	1	2	3
life_support	1	2	3
structure	1	2	3
payload	1	1	2
thermal	1	0	1

Elevated-risk components

Every component the register rates critical or high, sole-supplier items first.

Elevated-risk components. Every component the register rates critical or high, sole-supplier items first. Showing the first 10 of 17 rows.
Component	Category	Risk	Named suppliers	Alternatives listed	Lead time
EVA Suit Components (Next-Generation)	life_support	critical	1	2	24-36 months per suit
High-Bandwidth Optical Interconnects (Space-Rated)	communications	critical	1	2	36-48 months (development)
Large-Format IR Focal Plane Arrays	avionics	critical	2	2	18-24 months
Space-Qualified GPUs / TPUs	payload	critical	2

Shortages active at 2026-06-30

Recorded shortages whose start date falls on or before the end of the quarter and for which no resolution is recorded.

Shortages active at 2026-06-30. Recorded shortages whose start date falls on or before the end of the quarter and for which no resolution is recorded. Showing the first 10 of 40 rows.
Material	Category	Severity	Started	Estimated resolution	Companies impacted
Advanced Composites (CFRP)	structures	medium	—	2025	3
Aerospace-Grade PAN Carbon Fiber Precursor	structures	high	—	2027	5
Aerospace-Grade Titanium	specialty_metals	high	—	2026	3
Beryllium	specialty_metals	high	—

Methodology

Computed over the analyst-maintained supply-chain map (companies, relationships and shortages) and the bill-of-materials risk register. Both are reviewed rather than scraped, so they change in steps, not continuously.
Concentration shares are counts of mapped relationships, not dollars or volumes. A country holding 30% of mapped relationships holds 30% of the relationships WE HAVE MAPPED, which is not the same as 30% of the industry.
A relationship is "critical" when the register marks it so. Criticality is an analyst judgement recorded in the data, and it is the only judgement in this release.
A single-source dependency is a customer for which exactly one mapped supplier supplies a relationship marked critical. Suppliers outside the map cannot be counted, so this is an upper bound on single-sourcing we can see and a lower bound on the real figure.
Shortages are counted as active at the end of the quarter when their recorded start date falls on or before that date and no resolution is recorded.

What this edition can and cannot see

Coverage limits travel with the numbers, here and in every export of them.

Computed over a curated map of 63 companies and 30 relationships, plus a register of 48 bill-of-materials items. Both are analyst-maintained and reviewed rather than scraped.
Every share on this page is a share OF THAT MAP. A country holding a third of mapped relationships holds a third of what we have mapped, which is not a market share and must not be cited as one.
Relationships are attributed to the supplier’s country of domicile, not to where manufacturing physically happens. A supplier producing in a third country is counted under its domicile.
Criticality and risk level are analyst ratings recorded in the data. They are the only judgements in this release; every other figure is a count or a ratio over those records.
The map has no time series. It changes when an analyst revises it, so consecutive editions can be identical — and when they are, this page says so instead of presenting unchanged figures as movement.
Nothing on this page is model-generated.

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SpaceNexus Supply-Chain Concentration Report, Q2 2026. SpaceNexus, data as of 2026-06-30. https://spacenexus.us/releases/supply-chain-concentration/2026-Q2. https://spacenexus.us/releases/supply-chain-concentration/2026-Q2 (retrieved 2026-09-15).

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