????航天和軍工分析機構Tauri Group的行業分析師凱特?馬利加說：“它們已經開始采取對策，或者正在尋找最佳的應對方法。但這很難，特別是考慮到歐洲政府和行業的復雜結構。今后一、兩年它們基本上將束手無策，但它們覺得自己需要這樣做，而且也會進行嘗試。”

????馬利加指出，在競爭對手難以招架之際，SpaceX看起來也許一帆風順，但無論如何也不能說它已經征服了這個行業。衛星公司本質上都厭惡風險，而且沒有哪家公司愿意把自己價值數百億美元的設備都交給同一家發射服務供應商。盡管SpaceX讓業界對它越來越有信心，但幾十年來，Arianespace一直都能做到成功而準時地發射，而SpaceX在準時方面做得并不如意。馬利加舉例說，對于轉播世界杯賽事的衛視來說，衛星發射受到延誤所產生的成本可能比Arianespace和SpaceX之間價差要多得多。也就是說，SpaceX的成功并不會讓要價較高的競爭對手遭受滅頂之災，至少現在還沒有。

????軍工和航天業咨詢機構Avascent高級分析師喬恩?貝蘭德指出：“目前還沒有誰能給別人帶來生死攸關的威脅。航天器發射領域會在行業新軍到來后重新洗牌，歷史上這種情況反復出現。現在下結論還為時過早。”（財富中文網）

????譯者：Charlie

????“They’re already responding, or trying to figure out the best way to respond,” says Kate Maliga, an industry analyst at aerospace and defense analysts Tauri Group, of SpaceX’s competitors. “But it’s hard, especially with the complicated structure of European governments and industry. There’s very little they can do in the next year or two, but they feel like they need to respond and they will try.”

????SpaceX may seem to be riding as its competitors struggle to adapt, but the company has by no means conquered the industry, Maliga says. Satellite companies are by nature risk-averse, and no company wants to have only one launch provider handling all of its multimillion-dollar hardware. Though SpaceX continues to build industry confidence, Arianespace already has a decades-long established record of launching successfully and on time—the latter something SpaceX has struggled with. For satellite television providers broadcasting the World Cup, for instance, a delay in launching a satellite can cost many more millions than the price disparity between Arianespace and SpaceX, Maliga says. Which means SpaceX’s successes do not spell doom for its more expensive competitors, at least not yet.

????“I don’t see anyone being an absolute existential threat to anyone at this point,” Jon Beland, a senior analyst at defense and aerospace industry consultancy Avascent, says. “The launch industry has historically undergone cycles where new entrants enter the field and shuffle the cards around. It’s still too early to tell.”