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Structure · Contributions · Robustness

Global Launch Activity Concentration, 2006–2025: Structure, Drivers and Robustness

A reproducible study of how launch counts are distributed across exact vehicle names. Activity concentration is not a measure of corporate ownership, revenue or market power.

Source snapshot: 2026-10-29T16:12:15.885228+00:00 · Methodology deep-concentration-1

Contents

  1. Executive Summary
  2. Scope, Coverage and Analytical Definitions
  3. The Long-Term Concentration Trajectory
  4. Leaders, Challengers and the Long Tail
  5. Where Did the HHI Change Come From?
  6. Growth Without Diversification?
  7. Entry, Exit and Persistence
  8. Concentration Within Launch Geographies
  9. Orbital vs Deep-Space Activity
  10. How Sensitive Are the Results?
  11. Dependence on the Leading Model: A Mechanical Scenario
  12. Methodology & reproducibility appendix
Executive Summary

The principal results

Summary findings link to their owning analytical sections. They are not additional independent evidence.

Section 01 · full

Scope, Coverage and Analytical Definitions

What is measured, and which boundaries constrain the conclusions?

The selected period contains 2,426 launches across 20 calendar years and 174 exact vehicle names.

The unit of analysis is a unique launch identifier, grouped by the exact vehicle name stored in GCAT. The selected window is 2006–2025. Successful, failed and partial-outcome O/D launches remain in scope. N flights and no-liftoff events are outside the main database.

The snapshot contains 254 launches outside the selected complete-year window. The snapshot year 2026 is not annualized or compared directly with a complete year. “Complete” describes the calendar period, not a guarantee of perfect source coverage.

HHI is computed from launch shares, not revenue, payload mass or company ownership. A model-name grouping may split a family or combine variants. All later sections retain this unit unless a sensitivity scenario explicitly changes it.

Coverage audit
MeasureValue
Included launches2426
Complete calendar years20
Exact vehicle names174
Unknown launch country54
Uncertain source dates31
Unspecified variant1256
Section 02 · full

The Long-Term Concentration Trajectory

How has the distribution of launch counts changed over the selected years?

HHI changes from 0.0399 in 2006 to 0.2612 in 2025, a signed change of +0.2213.

A higher HHI indicates that more launch activity lies in fewer groups. Its reciprocal expresses the number of equally sized groups that would produce the same HHI. These two metrics are mathematical transformations of the same evidence, not independent confirmations.

Endpoint comparisons summarize a long interval but can conceal reversals. The annual series and pooled windows below allow readers to distinguish a persistent shift from a single-year result. Pooling counts weights years by launch volume; it is not an average of yearly HHI.

Annual HHI

0.0000.0660.1310.1970.26320062008201020122014201620182020202220242025
Scale starts at zero. Exact values and group counts are in the research bundle.
Non-overlapping pooled windows
PeriodLaunchesGroupsPooled HHIEffective groups
2006–2010355710.036727.26
2011–2015422700.035927.85
2016–2020505890.046021.72
2021–202511441010.18655.36
Section 03 · full

Leaders, Challengers and the Long Tail

Is concentration mostly about the largest model, or a wider leading group?

The leading model accounts for 50.15% of launches in 2025; the three largest account for 59.57%. The remainder outside the top ten accounts for 26.14%.

Top-k shares are recalculated independently in every year; membership can change. Comparing the largest group, the largest three and the largest ten separates single-leader concentration from a broader leading cluster.

The long tail consists of every model outside the specified leading set. A large count of low-frequency names can coexist with a highly concentrated distribution. “Challenger” here denotes rank position only, not a claim about competitive strategy.

Shares of leading groups (%)

0.00018.51137.02355.53474.04620062008201020122014201620182020202220242025
Green: top one; blue: top three; coral: top ten. Shares use all launches in each year.
Leader and tail structure
YearTop 1Top 3Top 5Top 10Single-launch names
20069.09%24.24%34.85%51.52%26
20078.82%23.53%35.29%57.35%21
200810.14%24.64%37.68%55.07%19
200910.26%26.92%38.46%56.41%26
201012.16%28.38%39.19%59.46%14
201110.71%23.81%33.33%53.57%24
201212.82%26.92%39.74%58.97%20
201311.11%22.22%32.10%51.85%21
20148.70%22.83%34.78%56.52%15
20158.05%24.14%35.63%56.32%18
20169.41%23.53%34.12%51.76%25
201720.00%30.00%38.89%58.89%26
201817.54%30.70%39.47%56.14%19
201910.78%24.51%34.31%51.96%26
202021.93%35.96%48.25%64.91%26
202121.23%37.67%48.63%65.75%20
202232.26%45.16%54.30%67.74%25
202341.18%50.68%57.92%71.04%28
202450.38%58.78%64.12%74.05%26
202550.15%59.57%64.74%73.86%26
Section 04 · full

Where Did the HHI Change Come From?

Which model shares account arithmetically for the endpoint change?

Falcon 9 has the largest absolute endpoint contribution to the HHI change: +0.2515, as its launch share moves from 0.00% to 50.15%.

This decomposition compares 2006 with 2025. Each contribution is the difference between squared shares, using the union of names observed at either endpoint. A name absent from one covered endpoint has a zero share there.

The chart shows the 12 largest absolute contributions. The remaining 75 names contribute a net -0.006090. Positive and negative contributions sum exactly to the change in overall HHI before display rounding.

A contribution can change because the model’s own count changes, because other counts change, or both. This identity does not distinguish demand, prices, procurement decisions or technological causes.

Signed contributions to HHI change

Falcon 9+0.2515Soyuz-U-PVB-0.0083Ariane 5ECA-0.0057Zenit-3SL-0.0057Proton-M/Briz-M-0.0037Electron+0.0030Delta 7925-9.5-0.0021Space Shuttle-0.0021Chang Zheng 3B+0.0013Chang Zheng 6A+0.0009Chang Zheng 3A-0.0009Delta 4M+(4,2)-0.0009
Right of zero increases HHI; left decreases it. Contributions are in HHI units, not percentage points.
Endpoint attribution, largest absolute contributions
Model2006 share2025 shareΔHHI
Falcon 90.00%50.15%0.251522
Soyuz-U-PVB9.09%0.00%-0.008264
Ariane 5ECA7.58%0.00%-0.005739
Zenit-3SL7.58%0.00%-0.005739
Proton-M/Briz-M6.06%0.00%-0.003673
Electron0.00%5.47%0.002993
Delta 7925-9.54.55%0.00%-0.002066
Space Shuttle4.55%0.00%-0.002066
Chang Zheng 3B1.52%3.95%0.001332
Chang Zheng 6A0.00%3.04%0.000924
Chang Zheng 3A3.03%0.00%-0.000918
Delta 4M+(4,2)3.03%0.00%-0.000918
All remaining names——-0.006090
Section 05 · full

Growth Without Diversification?

Does greater launch volume coincide with a broader effective model mix?

Launch volume changes from 66 to 329, while observed model names change from 39 to 56. Effective group counts change from 25.03 to 3.83. These are distinct descriptions of activity and its distribution.

Observed group count measures how many names occur at least once. Effective group count measures how evenly the launch activity is distributed. They answer different questions: adding a rarely flown model may barely change concentration.

The scatter plot labels each year rather than fitting a causal model. Time trends, changing model definitions and other unobserved factors can produce association. No correlation significance test or causal inference is claimed.

Volume and concentration

00.00820.071640.132470.203290.2620062007200820092010201120122013201420152016201720182019202020212022202320242025Annual launches (x) · HHI (y)
Each point is a complete year. Horizontal axis: launches; vertical axis: HHI.
Activity versus diversity
YearLaunchesObserved namesEffective names
2006663925.03
2007683523.12
2008693522.35
2009784022.37
2010743219.84
2011844124.33
2012783620.28
2013814024.95
2014923522.75
2015873723.01
2016854325.90
2017904015.58
20181144317.85
20191024624.77
20201144213.15
20211464313.29
2022186518.06
2023221535.47
2024262543.80
2025329563.83
Section 06 · full

Entry, Exit and Persistence

How stable are the observed model set and its leading members?

Between the final adjacent years, 19 names enter the observed active set and 17 disappear from it. The top-five sets share 4 names, with Jaccard similarity 0.667.

An entry is a name observed this year but not the preceding year; an exit is the reverse. Neither is proof of a real-world debut or retirement. A model can reappear after a gap, and the study boundaries truncate its history.

Top-five membership uses descending counts and alphabetical tie-breaking, making selection reproducible. Jaccard similarity compares the intersection with the union of adjacent sets; ties can affect which models enter that set.

Presence of the most active models

20062007200820092010201120122013201420152016201720182019202020212022202320242025Falcon 9Chang Zheng 3BProton-M/Briz-MChang Zheng 2DSoyuz-2-1BSoyuz-2-1AElectronAriane 5ECAChang Zheng 4CSoyuz-FGSoyuz-U-PVBChang Zheng 2C
Green means observed activity; dark means no launch recorded for that name in that year. Models are selected by total period activity.
Adjacent-year model turnover
YearEntriesExitsRetainedTop-5 overlapJaccard
200711152430.429
200811112430.429
200916112440.667
201012202040.667
201122131930.429
20129142740.667
20131282820.250
201411162420.250
201516142140.667
201617112620.250
201716192420.250
201815122820.250
201918152810.111
202018222430.429
202118172530.429
202221133030.429
202317153640.667
202418173640.667
202519173740.667
Section 07 · full

Concentration Within Launch Geographies

How concentrated is the model mix within different launch locations?

Among geographic groups meeting the launch-count threshold, NZ has the highest pooled vehicle HHI (1.0000), based on 69 launches. This is a comparison of launch locations, not national operators.

Countries refer to liftoff geography, not operator nationality. We calculate pooled concentration inside each geographic group. A minimum of 30 launches is required for the comparative chart; this is an editorial eligibility rule, not a statistical guarantee.

Unknown launch countries remain visible in the audit table but do not become a synthetic country in the comparative ranking. Global HHI is not a weighted average of the within-country indices: the same model can operate across locations.

These results measure where recorded activity occurred. They do not establish licensing flexibility, spare capacity or the ability to substitute one launch site for another.

Within-country vehicle concentration

Country concentration0.0000.2500.5000.7501.000NZ1.0US0.4624607490909781JP0.2564967268399127FR0.2552804709141274IN0.21750000000000003RU0.19422267382784147KZ0.17933040984989038CN0.07711386516716387
Pooled exact-vehicle HHI. Geography codes are retained from the normalized database.
Geographic eligibility and results
CountryLaunchesGroupsShare of studyHHIStatus
AU110.04%—not compared
BR110.04%—not compared
CN6134125.27%0.0771eligible
FR152106.27%0.2553eligible
IL710.29%—not compared
IN8093.30%0.2175eligible
IR2150.87%—not compared
JP71112.93%0.2565eligible
KP850.33%—not compared
KR720.29%—not compared
KZ3081712.70%0.1793eligible
MH820.33%—not compared
NO110.04%—not compared
NZ6912.84%1.0000eligible
RU166146.84%0.1942eligible
UNKNOWN54102.23%—not compared
US8595235.41%0.4625eligible
Section 08 · full

Orbital vs Deep-Space Activity

Does the concentration pattern differ between source categories?

The latest eligible deep-space window, 2021–2025, contains 25 launches and 16 model names, with HHI 0.1360. Small windows below the threshold are withheld from concentration comparisons.

We use non-overlapping windows and require at least 15 launches per category-window for a concentration comparison. Counts below that threshold remain visible, while their HHI is withheld from the report.

O and D are GCAT categories, not classifications inferred from mission names. A launch can carry several payloads; launch count is not mission count. Small deep-space samples warrant caution even when they pass the threshold.

Concentration by category and window

Category windows0.0000.0470.0940.1410.1892006–2010 O0.0389049869040471242006–2010 D0.0781252011–2015 O0.0364371510942985142016–2020 O0.0468340296335328162016–2020 D0.093752021–2025 O0.188508506493973242021–2025 D0.136
Only eligible category-window observations are plotted.
Category sample sizes and concentration
WindowCategoryLaunchesGroupsHHIEligible
2006–2010O339660.0389True
2006–2010D16140.0781True
2011–2015O411690.0364True
2011–2015D119withheldFalse
2016–2020O489880.0468True
2016–2020D16120.0938True
2021–2025O1119980.1885True
2021–2025D25160.1360True
Section 09 · full

How Sensitive Are the Results?

Which conclusions depend on the unit and inclusion rules?

Across the tested endpoint definitions, HHI ranges from 0.2598 to 0.2792 in 2025. This range measures definition sensitivity; it is not a confidence interval.

The scenario table changes one definition at a time at the study endpoints: retaining O only, retaining GCAT S outcomes only, or splitting exact names by their recorded variants. These are alternative estimands, not competing corrections to the main series.

Variant information is unspecified for 1,256 selected launches. The name-plus-variant scenario retains an explicit unspecified bucket within each model and cannot substitute for a verified family mapping.

Pooled windows in the trajectory section also test temporal aggregation. Differences between pooled and annual indices reflect launch-weighted composition as well as within-year distribution. No confidence interval is inferred from the scenario range.

Endpoint definition sensitivity

0.0000.0700.1400.2090.279O + DO onlyGCAT S onlyExact name + variant
Blue: baseline year; green: endpoint year. Connections guide reading across discrete scenarios; they are not time trends.
Alternative endpoint definitions
YearDefinitionLaunchesGroupsHHIEffective
2006O + D66390.039925.03
2006O only64370.042023.81
2006GCAT S only62370.042123.73
2006Exact name + variant66390.039925.03
2025O + D329560.26123.83
2025O only324560.25983.85
2025GCAT S only318500.27923.58
2025Exact name + variant329610.26033.84
Section 10 · full

Dependence on the Leading Model: A Mechanical Scenario

What does the distribution of the remaining activity look like without its largest group?

Removing Falcon 9 mechanically excludes 165 launches (50.15%) from the endpoint year. The remaining 164 launches have renormalized HHI 0.0391; no replacement launches are assumed.

The largest model is identified independently in each year. We remove its observed launches, renormalize the remaining shares and recompute HHI. The scenario changes the population being measured and does not model replacement activity.

A lower residual HHI does not prove resilience; a higher residual HHI does not predict disruption. Neither result measures unused capacity, compatibility with payloads, prices or time to secure an alternative launch.

All activity versus remaining activity

0.0000.0660.1310.1970.26320062008201020122014201620182020202220242025
Green: all activity; blue: renormalized remainder. The removed leader may differ between years.
Mechanical removal audit
YearRemoved modelRemoved launchesRemoved shareRemainingResidual HHI
2006Soyuz-U-PVB69.09%600.0383
2007Soyuz-U-PVB68.82%620.0427
2008Proton-M/Briz-M710.14%620.0427
2009Proton-M/Briz-M810.26%700.0424
2010Proton-M/Briz-M912.16%650.0462
2011Proton-M/Briz-M910.71%750.0372
2012Proton-M/Briz-M1012.82%680.0433
2013Proton-M/Briz-M911.11%720.0351
2014Proton-M/Briz-M88.70%840.0437
2015Chang Zheng 3B78.05%800.0438
2016Falcon 989.41%770.0363
2017Falcon 91820.00%720.0378
2018Falcon 92017.54%940.0371
2019Falcon 91110.78%910.0361
2020Falcon 92521.93%890.0458
2021Falcon 93121.23%1150.0486
2022Falcon 96032.26%1260.0436
2023Falcon 99141.18%1300.0383
2024Falcon 913250.38%1300.0372
2025Falcon 916550.15%1640.0391

Methodology & reproducibility appendix

Formulas

Metric definitions
shares_i = n_i / N
hhiHHI = sum(s_i ** 2)
effectiveeffective_groups = 1 / HHI
top_kCR_k = sum of the k largest shares
hhi_contributioncontribution_i = share_i(B)^2 - share_i(A)^2; sum = HHI(B)-HHI(A)
jaccardJ(A,B) = |A intersection B| / |A union B|
leader_removalRemove the largest observed group, renormalize remaining counts, recalculate HHI; no substitution assumed
pooledPool launch counts across the stated years before calculating shares; not the mean of annual HHI

Grouping, dates and rounding

All calendar assignments use the nominal UTC year from GCAT. Uncertain source dates are retained in annual counts; the report does not infer missing precision. Exact model labels are not consolidated into families. Values are computed before rounding; displayed sums may differ slightly because of formatting.

Eligibility and evidence

Geographic and category thresholds are explicit report parameters. They suppress unsupported comparisons without deleting underlying counts. No hypothesis test, revenue estimate, causal explanation or forecast is implied. Findings have one owning section; the Executive Summary reuses those same finding records with links.

What additional data would change the scope?

A verified model-family crosswalk would support family concentration. Ownership history would support company concentration. Prices, contracts and capacity data would be required for economic or substitution analysis. None is inferred here.

Section eligibility log

Data from GCAT, Jonathan C. McDowell, CC BY 4.0. Changes: filtering, normalization, aggregation and visualization. GCAT field definitions.

Source SHA-256: ee70d1d8b7cb72a239f60a996c061cd1ddf4fed493686f2d8e8333a83a91d5c3
Database SHA-256: f551b4783b77e603d5beb981b65fbce190f81ab921106847c2891e2f6b64e4dc