# 새틀로직의 주요 공급사는 어디인가? 새틀로직의 비용은 누구에게 가는가?
Canonical: https://valuechain.wiki/satellogic · Facet: suppliers · Updated: 2026-10-10T20:23:12.858+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 새틀로직의 확인된 공급·비용 상대는 SpaceX·Palantir 외 익명·묶음 관계 1건이다. 밸류체인 그래프 기준 비용 엣지 3건, 근거 출처 5건 중 1차공시 1건 (valuechain.wiki, 2026-10-10 기준).

### SpaceX (high)  → /spacex.md
- metric: purchase commitment $10M · through 2028 · 취소불능 발사서비스 계약 잔여 구매약정 총액(2025-12-31 기준; 2026년분 약 US$8.2M)
- note: 발사 서비스 비용처. Multi-Launch Agreement(2022-04-05)로 차기 68기 라이드셰어 발사 확보. 2025-12-31 기준 42 슬롯 잔여. 취소불능 발사서비스 계약 잔여 약정 총액 US$10.2M(2028년까지), 2026년분 약 US$8.2M.
- [confirms] 미국 증권거래위원회(SEC EDGAR) (EN, filing, published 2026-03-19) https://www.sec.gov/Archives/edgar/data/1874315/000187431526000013/satl-20251231.htm: "Future purchase commitments under noncancelable launch service contracts as of December 31, 2025 consisted of approximately $8.2 million of total purchase commitments for the year ending December 31, 2026 and total commitments of $10.2 million through 2028. In April 2022, we secured launch capacity for our next 68 launches with SpaceX, via the SpaceX Agreement. At December 31, 2025, we had 42 launch slots remaining."
- [confirms] Satellogic(보도자료) (EN, ir, published 2022-05-04) https://satellogic.com/news/press-releases/satellogic-announces-multiple-launch-agreement-with-spacex-for-its-next-68-sub-meter-resolution-earth-observation-satellites/: "Satellogic Announces Multiple Launch Agreement with SpaceX for its Next 68 Sub-Meter Resolution Earth Observation Satellites — Strategic agreement positions Satellogic to achieve weekly remapping of the entire surface of the Earth in 2023."

### Officina Stellare (high)
- metric: equity stake 5 percent · 2022 · 공급사 지분 5%(283,725주) 취득, 향후 36개월 내 최대 12%까지 확대 옵션
- note: 위성 망원경 공급사 Officina Stellare 지분 5%(283,725주)를 약 380만유로에 취득했다. 공급망 안정과 수직통합을 위한 전략적 지분투자이며, 계약 당시 36개월 내 최대 12%까지 확대할 옵션이 있었다.
- [confirms] 미국 증권거래위원회(SEC EDGAR) (EN, filing, published 2026-03-19) https://www.sec.gov/Archives/edgar/data/1874315/000187431526000013/satl-20251231.htm: "On May 6, 2022, we entered into an Investment Agreement with Officina Stellare S.p.A. ("OS"), a company engaged in the design and production of telescopes and opto-mechanical and aerospace instrumentation for ground and space-based applications, to purchase 5% (283,725 shares) of OS's outstanding common shares."
- [confirms] Satellogic(보도자료) (EN, ir, published 2022-11-08) https://satellogic.com/news/press-releases/satellogic-completes-investment-in-officina-stellare-a-leader-in-the-design-and-production-of-optomechanical-instrumentation/: "Acquiring a significant ownership interest in Officina Stellare represents a strategic investment in a key industry supplier, and is a large step towards furthering Satellogic's own vertical integration and greater supply chain resiliency. The company continues to be a telescope provider for Satellogic."

### Palantir (high)  → /palantir.md
- note: Foundry·Edge AI 소프트웨어 비용처. 5년 전략 파트너십에서 새틀로직은 Palantir Foundry를 사업 프로세스·영상 상품 전달·AI 모델 학습·데이터 통합에 사용하고, NewSat 위성에서 Palantir Edge AI를 시험·운영한다. 계약 금액은 비공개.
- [confirms] 네이버 프리미엄콘텐츠 재테크농부 (KO, analysis, published 2024-12-16) https://contents.premium.naver.com/finfarmer00/finfarmer/contents/241216202810987yp: "세틀로직은 2022년 팔란티어와 파트너십을 맺었고, 이후 공식 자료에서도 AWS·팔란티어와의 관계를 강조했다."
- [confirms] 새틀로직 투자자관계 (EN, ir, published 2022-02-01) https://investors.satellogic.com/news-releases/news-release-details/satellogic-announces-strategic-partnership-palantir-technologies: "5년 파트너십에 따라 새틀로직은 Palantir Foundry를 사업 프로세스, 영상 상품 전달, AI 모델 학습, 전사 데이터 통합에 활용하며 NewSat 위성에서 Edge AI를 시험했다."

### Officina Stellare (mid)
- metric: equity stake 5 percent · 2022 · 공급사 지분 5%(283,725주) 취득, 향후 36개월 내 최대 12%까지 확대 옵션
- note: 부품(망원경·옵토메카닉 기기) 조달 비용처 겸 지분투자처. 2022-05-06 Investment Agreement로 5%(283,725주) 취득(약 €3.8M), OS는 새틀로직 위성용 망원경 공급사이자 수직통합·공급망 안정화의 핵심 공급사. 개별 조달금액 미공시.
- [confirms] 미국 증권거래위원회(SEC EDGAR) (EN, filing, published 2026-03-19) https://www.sec.gov/Archives/edgar/data/1874315/000187431526000013/satl-20251231.htm: "On May 6, 2022, we entered into an Investment Agreement with Officina Stellare S.p.A. ("OS"), a company engaged in the design and production of telescopes and opto-mechanical and aerospace instrumentation for ground and space-based applications, to purchase 5% (283,725 shares) of OS's outstanding common shares."
- [confirms] Satellogic(보도자료) (EN, ir, published 2022-11-08) https://satellogic.com/news/press-releases/satellogic-completes-investment-in-officina-stellare-a-leader-in-the-design-and-production-of-optomechanical-instrumentation/: "Acquiring a significant ownership interest in Officina Stellare represents a strategic investment in a key industry supplier, and is a large step towards furthering Satellogic's own vertical integration and greater supply chain resiliency. The company continues to be a telescope provider for Satellogic."

반대 방향: https://valuechain.wiki/satellogic/customers.md · 파급: https://valuechain.wiki/satellogic/ripple.md

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