NTN和D2C商业模式的演变

本报告研究了 NTN 和 D2C 商业模式的演变，涵盖了 D2C 连接和连接收入的趋势和预测、关键的 D2C/D2D 用例及其影响，以及市场进入的最佳实践和策略。

实用的优点:

• 了解地面非网路 (NTN) 和直接蜂窝 (D2C) 商业模式的现状，以及它们将如何随着行业、技术、标准和地缘政治互动而演变
• 了解 NTN 和 D2C/D2D 市场的 GTM（市场进入）最佳实践和策略
• 确定关键机会和策略，以实现 NTN 和 D2C/D2D 市场的价值获利和最大化

重要问题的答案：

• 什么是太空补充覆盖 (SCS)？它将如何影响 D2C/D2D 市场？
• D2C/D2D市场中的主流商业模式是什么？
• 随着卫星和蜂窝技术的融合，哪些网路架构和频谱协定将占主导地位？
• 卫星网路将如何以不同的方式发展以整合蜂窝技术？
• 后南海时代，营运商和卫星营运商面临哪些关键机会？
• 后南海时代电信和卫星营运商面临的主要课题是什么？
• 影响 NTN 和 D2C/D2D 市场的关键合作伙伴关係、技术、地缘政治和监管趋势有哪些？
• 卫星整合将如何影响频谱定价？
• GTM 在 NTN 和 D2C/D2D 市场中的最佳实践和策略是什么？

研究亮点：

• 依连线标准预测 2031 年 D2C 连线数
• 以连结标准预测 2031 年 D2C 连结收入
• D2C/D2D生态系图表
• D2C/D2D 的主要用例和影响

目录

主要调查结果

主要的预测

主要企业生态系统

市场进入的最佳业务实践与策略

D2C的使用案例

D2C的潜在的使用案例

Actionable Benefits:

• Understand the current state of Non-Terrestrial Network (NTN) and Direct-to-Cellular (D2C)/Direct-to-Device (D2D) business models, and how these will evolve with the interplay of industries, technologies, standards, and geopolitics.
• Understand the Go-to-Market (GTM) best practices and strategies for the NTN and D2C/D2D market.
• Identify key opportunities and strategies to monetize and maximize value in the NTN and D2C/ D2D market.

Critical Questions Answered:

• What is Supplemental Coverage from Space (SCS) and how will it impact the D2C/ D2D market?
• What will likely become the dominant business models for the D2C/ D2D market?
• What network architectures and spectrum agreements will prevail with the integration of satellite and cellular technologies?
• How are satellite networks evolving differently to integrate cellular technologies?
• What are the key opportunities for telcos and satellite operators in the post-SCS era?
• What are the key challenges for telcos and satellite operators in the post-SCS era?
• What are the key partnerships, technology, geopolitical, and regulatory trends impacting NTN and D2C/ D2D markets?
• How will spectrum pricing be impacted by satellite integration?
• What are GTM best practices and strategies for the NTN and D2C/D2D market?

Research Highlights:

• D2C connections forecast segmented by connectivity standard to 2031.
• D2C connections revenue forecast segmented by connectivity standard to 2031.
• D2C/D2D ecosystem chart.
• Key D2C/D2D use cases and impact.

Who Should Read This?

• Telcos looking to partner with satellite operators to begin offering D2C services.
• Decision makers in telco and satellite infrastructure planning that are looking to understand the opportunity for The 3rd Generation Partnership (3GPP) NTN (Internet of Things (IoT) and New Radio (NR)) and D2C.
• Network infrastructure vendors and solutions providers looking to understand the D2C and NTN market opportunity.
• Semiconductor vendors looking to understand the D2C and NTN market opportunity.
• Device vendors looking to understand the D2C and NTN market opportunity.
• Decision makers within governments and regulatory bodies who are responsible for spectrum allocation and infrastructure.
• Planners within telco and Satellite Communications (SatCom) organizations who need to chart a path forward to meet the increasing demand for bandwidth and ubiquitous connectivity with 5G and future 6G hybrid networks.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Key Companies and Ecosystems

Go-to-Market Best Practices and Strategies

Direct-to-Cellular Use Case

Direct-to-Cellular Potential Use Case