Skip to content
Setcoin Group
Request access
Chapter 3 of 101Space & aerospace2 min read · 1 exhibits

What Earth Observation Is: the Sensors

What kinds of sensors watch the Earth from orbit, what can each see, and what is each used for?

Chapter summary

Six sensor families matter commercially.

Key takeaways

  1. 1

    Optical cameras see what the eye sees, at resolutions down to about 30 cm commercially and 10 cm in very low orbit, but only in daylight and without cloud.

  2. 2

    Synthetic aperture radar (SAR) sees through cloud and at night, measures tiny movements of the ground and finds ships and vehicles, at 25 cm to a few metres.

  3. 3

    Hyperspectral sensors split light into hundreds of bands to identify materials, crops and gases such as methane.

The chapter · 560 words · 1 exhibits

What kinds of sensors watch the Earth from orbit, what can each see, and what is each used for?

The short answer. six sensor families matter commercially. Optical cameras see what the eye sees, at resolutions down to about 30 cm commercially and 10 cm in very low orbit, but only in daylight and without cloud. Synthetic aperture radar (SAR) sees through cloud and at night, measures tiny movements of the ground and finds ships and vehicles, at 25 cm to a few metres. Hyperspectral sensors split light into hundreds of bands to identify materials, crops and gases such as methane. Thermal infrared measures heat. Radio-frequency (RF) sensing geolocates transmitters such as ships' radars and phones. Atmospheric sounders feed weather forecasting. Each family has different economics: optical has the largest market and the steepest price competition; SAR is growing fastest; hyperspectral, thermal and RF are niches with specialised buyers.

The families

SensorWhat it measuresResolution (commercial)Works at night or through cloud?Main usesExample operators
Optical (panchromatic and multispectral)Reflected sunlight in visible and near-infrared~30 cm (best commercial), 3–5 m (monitoring), 10 m (Sentinel-2)NoMapping, defence, agriculture, insurance, urban changeVantor (Maxar), Planet, Airbus, BlackSky, Satellogic, Chang Guang
SARRadar echoes; phase for movement~25 cm to several metresYesDefence, maritime, flood and disaster, ground subsidence, infrastructureICEYE, Capella, Umbra, Airbus, iQPS, Synspective
HyperspectralHundreds of narrow spectral bands~5–30 mNoMinerals, crop health, methane and pollutionPixxel, Planet/Carbon Mapper (Tanager), Wyvern, EnMAP (Germany)
Thermal infraredSurface temperature~3.5–100 mPartly at nightWater use, urban heat, industrial activity, firesHydrosat, constellr, Satellite Vu, Landsat
RF geolocationRadio emissionsLocation accuracy hundreds of metres to kmYesDark vessels, GPS jamming, spectrum monitoringHawkEye 360, Unseenlabs, Kleos
Atmospheric and weatherRadio occultation, sounders, AISKilometresYesWeather forecasting, ship trackingSpire, Tomorrow.io, PlanetiQ

How the families complement each other

Optical answers "what is there"; SAR answers "what changed, even at night or under cloud"; hyperspectral and thermal answer "what is it made of" and "how hot is it"; RF answers "who is transmitting". Most serious users combine them. A navy looking for a ship that has switched off its transponder uses RF to find a radar emitter, SAR to see the hull, and optical to identify it. An insurer assessing flood damage uses SAR during the storm and optical after it.

Why resolution is not everything

Higher resolution costs more per square kilometre and covers less area per pass. For many applications, such as crop health, forest cover and large-scale change, 3–10 m resolution with daily revisit is more useful than 30 cm once a month. Chapter 5 sets out the trade-off between resolution, revisit and latency.

Market shares by sensor (Setcoin judgement)

Exhibit 3.1

Optical earns most commercial EO revenue; SAR is the fastest-growing share

Share of commercial EO data revenue, 2025 (indicative) · Market shares by sensor (Setcoin judgement)

Fastest: Optical, ~55–65% a year, doubling in about 1.5 years. Slowest: Hyperspectral and thermal, ~3–5%, doubling in about 18 years

Low endHigh end of the range“+”: at least this% a year · click a segment to follow it

Source: Earth Observation and AI Analytics: What a Square Kilometre Is Worth and Who Captures It, 2026–2035, Setcoin Research (October 2026)
View the data table (5 rows)
SensorShare of commercial EO data revenue, 2025 (indicative)Trend
Optical~55–65%Growing slowly; price pressure
SAR~20–25%Fastest growing
RF and other signals~5–10%Growing with maritime and defence
Hyperspectral and thermal~3–5%Early; growing from a small base
Weather and atmospheric data~5%Government-led buying

These are Setcoin judgements based on company revenues and contract announcements; no public source splits the market this way.

What would change this view

A cheap, reliable very-high-resolution SAR at scale would erode optical's share in defence. Mass-market hyperspectral (for example for agriculture or methane regulation) would turn a niche into a large segment.

Check the live record Space Contracts & Tender Radar · Space Claim Check (free)

Ask about this chapter

Answers drawn from every Setcoin report and the live Atlas. Each statement links to the passage behind it.

Summarise "What Earth Observation Is: the Sensors" in five pointsWhich figures in this chapter matter most to an investment committee?What should I check on the Atlas after reading this?
Subscription

Ask is included with every subscription

Cited answers across every report and the Atlas, with follow-up questions and a hand-off to the opportunity finder.

Research for professional investors. Not investment advice, and not an offer of any security or fund interest.