Comment by hn_submit
12 hours ago
Like most "small rocket companies" they'll come to the conclusion that they need bigger rockets to launch bigger payloads. Rockets that compete directly with Ariane 6. With some luck these will be reusable to, making Ariane 6 and ArianeSpace obsolete.
ESA and ArianeSpace will slowly but surely decay into obsolescence.
You seem to be confused about what organizations do what.
ESA neither launches or builds rockets. They are an end-user, and they own the launch infrastructure in Kourou. Both these roles will exist long after Ariane is gone.
Arianespace does not build rockets. It's a launch services provider, they purchase the rockets from other companies, handle all the logistics and manage the launchpad. It's in no way married to Ariane 6, and it has in the past and still does sell launches on multiple different rockets from different companies. There will be demand for these services even after Ariane the rocket is gone.
ArianeGroup is the company that builds Ariane 6. They are a complex co-owned project between Airbus and Safran, with workshare distributed between France and Germany. They make other things than the Ariane 6, notably the French SLBM. Eventually the Ariane 6 will go away, because it will be obsolete, but that will not necessarily mean that ArianeGroup will go under, because they have an another subsidiary called ArianeWorks developing a new rocket, called Themis.
If national governments can launch their own payloads without having to go through ESA or ArianeSpace it'll undermine the latter's position. They may even become competitors.
Italy accused the French-based ArianeSpace of deliberately taking launches away from the Italian-build Vega rocket in favor of the French-build Ariane rockets. They've now more of left ArianeSpace and are selling the rockets themselves and using ESA's infrastructure to launch them.