卫星物联网：IoT-NTN与传统营运商竞争的新时代

本报告调查了卫星物联网的竞争趋势，总结了传统卫星营运商和 IoT-NTN 专业营运商之间的商业和技术差异，为每个营运商的卫星物联网连接协议和卫星类型提供了 8 年预测，并总结了按应用划分的竞争分析。

实际好处：

• 了解随着铱星等传统公司推出 IoT-NTN（非地面网路）服务，卫星物联网市场将如何变化
• 了解专有和基于标准的卫星营运商通常瞄准的物联网市场
• 讨论低地球轨道 (LEO) 卫星连接对于物联网用例的优点和缺点

重要问题的答案：

• 哪些传统卫星营运商未来有可能部署基于标准的服务？
• 与 Satelliot 等 IoT-NTN 专家相比，传统业者有哪些优势？
• 哪些物联网市场会青睐专有卫星协定而非基于标准的选项？

研究亮点：

• 对传统 IoT-NTN 运营商和 IoT-NTN 专业运营商之间的商业和技术差异进行详细的定性评估
• 按协议和卫星类型对传统 IoT-NTN 运营商和 IoT-NTN 专业运营商的卫星 IoT 连接进行八年预测
• 按应用程式对卫星物联网进行竞争分析，包括车队管理和资产跟踪

目录

第 1 章：主要发现

第 2 章关键预测

第 3 章 关键参与者与生态系

• 传统卫星营运商
• IOT-NTN 运营商
• 不断变化的竞争格局

第 4 章：传统业者与 IoT-NTN 业者的演进

• 传统企业与物联网 - NTN 的目标市场
• 传统卫星营运商迅速进入 IoT-NTN 市场
• IOT-NTN 为基于 LEO 的传统卫星营运商提供了独特的机会

第 5 章结论

Actionable Benefits:

• Understand how the satellite Internet of Things (IoT) market will change as legacy players like Iridium introduce IoT-Non-Terrestrial Network (NTN) services.
• Learn which IoT markets proprietary and standards-based satellite operators typically target.
• Consider the advantages and drawbacks of Low Earth Orbit (LEO) satellite connectivity for IoT use cases.

Critical Questions Answered:

• Which legacy satellite operators will likely introduce a standards-based service in the future?
• What advantages do legacy players have over dedicated IoT-NTN operators like Sateliot?
• Which IoT markets will favor proprietary satellite protocols over a standards-based option?

Research Highlights:

• An in-depth qualitative assessment comparing the commercial and technical differences between legacy and dedicated IoT-NTN operators.
• Eight-year forecasts measuring legacy and dedicated IoT-NTN operator satellite IoT connections by protocol and satellite type.
• A satellite IoT competitive landscape analysis by application market, including fleet management and asset tracking.

Who Should Read This?

• Go-to-market strategists in legacy satellite organizations determining the benefits of a standards-based solution.
• IoT users in fleet management, asset tracking, or condition-based monitoring markets discerning which satellite type will best serve future use cases.
• Decision makers within dedicated IoT-NTN organizations looking to understand how legacy players will compete with their standards-based solutions in the future.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS

• 3.1 LEGACY SATELLITE OPERATORS
• 3.2 IOT-NTN OPERATORS
• 3.3 A SHIFTING COMPETITIVE LANDSCAPE

4 LEGACY AND IOT-NTN OPERATOR EVOLUTION

• 4.1 LEGACY VERSUS IOT-NTN TARGET MARKETS
• 4.2 LEGACY SATELLITE OPERATORS ENTER THE IOT-NTN MARKET WITH AGILITY
• 4.3 IOT-NTN IS A UNIQUE OPPORTUNITY FOR LEO-BASED LEGACY SATELLITE OPERATORS

5 CONCLUSION