中国航太市场与NTN前沿：公司概况与市场洞察

本报告研究中国NTN（非地面网路）市场，总结中国NTN和D2C的市场规模和成长预测、主要营运商的网路部署预测以及网路概况。

实际优势

• 识别在中国积极拓展NTN和D2C业务的卫星营运商。
• 了解中国卫星和NTN服务的潜在市场。
• 了解中国 "三大" 低地球轨道（LEO）星座和其他D2C系统的技术和网路部署策略及前景。
• 探讨区域卫星宽频服务的市场切入点、基础设施策略和经销合作伙伴关係。

关键问题解答：

• SpaceX、AST SpaceMobile、领克、国网、Spacesail、洪湖三号、北斗和天通一号在中国和海外的网路部署计画是什么？
• 中国D2C终端供应商和卫星营运商有哪些成功的市场进入策略？
• 哪些网路支援哪些应用、服务频段和协定？
• 中国供应商的卫星行动终端有哪些功能、特性和型号？

研究亮点：

• NTN 和 D2C 在中国的市场规模及成长预测
• 天帆、国网和洪湖三号卫星网路部署预测
• 全球卫星部署预测
• D2C 在中国的总目标市场 (TAM) 和可服务市场 (SAM) 潜力分析
• SpaceX、AST SpaceMobile、领克、国网、天帆、洪湖三号、北斗及天通一号网路概况

目录

主要发现

主要预测

公司简介

SpaceX

AST太空移动

连结

太空航行

郭王兴旺

洪湖三号

天通一号

北斗卫星导航系统BDS

摘要/概述

定义

Actionable Benefits:

• Identify which satellite operators are actively expanding into Non-Terrestrial Networking (NTN) and Direct-to-Cellular (D2C) from China.
• Understand the addressable market for satellite and NTN services in domestic China.
• Understand the technology and network deployment strategies and outlook of the “Big Three” Chinese Low Earth Orbit (LEO) constellations and other D2C systems.
• Discover market entry points, infrastructure strategies, and distribution partnerships for regional satellite broadband services.

Critical Questions Answered:

• What are the network deployment plans for SpaceX, AST SpaceMobile, Lynk, Guo Wang, Spacesail, Honghu-3, Beidou, and Tiantong-1 in domestic China and overseas?
• What will make a successful market entry strategy for D2C device vendors and satellite operators in China?
• Which networks support which applications, service bands, and protocols?
• What are the capabilities, features, and models of satellite-enabled handsets form Chinese vendors?

Research Highlights:

• Market sizing and growth forecasts for NTN and D2C adoption in China.
• Network deployment forecasts for Spacesail, Guo Wang, and Honghu-3.
• Satellite deployment forecasts-global.
• D2C Total Addressable Market (TAM) and Serviceable Addressable Market (SAM) potential analysis in China.
• Network profiles of SpaceX, AST SpaceMobile, Lynk, Guo Wang, Spacesail, Honghu-3, Beidou, and Tiantong-1.

Who Should Read This?

• Executives at satellite operators and Internet Service Providers (ISPs) targeting emerging connectivity markets.
• Infrastructure planners at telco operators and broadband deployment agencies across China.
• Government bodies and regulators involved in broadband rollout, spectrum planning, and digital inclusion.
• Investors and market analysts assessing regional growth opportunities in satellite connectivity and universal access.
• Handset vendors looking to support satellite connectivity and services.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Company Profiles

SpaceX

AST SpaceMobile

Lynk

Spacesail

Guo Wang Xingwang

Honghu-3

Tiantong-1

BeiDou Navigation Satellite System BDS

Overall Summary Conclusions

Definitions