卫星通讯:D2C (Direct-to-Cellular) 及NTN的发展与契约

Satellite Communications: Direct-to-Cellular & NTN Deployments & Subscriptions

出版日期: 2025年08月21日 | 出版商:

ABI Research | 英文 15 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

本报告探讨卫星通讯直接到蜂窝 (D2C) 和非地面网路 (NTN) 合约趋势，提供用户和收入趋势及预测，并按地区、频段、轨道和技术标准进行详细分析。

实际优势：

了解直接到蜂巢 (D2C) 和非地面网路 (NTN) 合约按地区、频段（例如 L、S、UHF）、轨道（例如 LEO、MEO、GEO）、运营域、技术标准（例如 NR NTN、NB NTN、5G/LTE、专有）和营运商（例如 SpaceX、Skylo）划分的市场分布。
确定哪些技术、轨道、区域和服务细分市场正在经历最快的成长。

关键问题的答案：

依技术（3GPP NTN、3GPP 5G/LTE、专有网路等）划分的使用者和收入预测为何？
哪些技术在哪些轨道上使用？每种技术的连结数和收入预测是什么？
按营运轨道划分的连线数和收入预测是什么？
按服务细分市场划分的连结数和收入预测是什么？
依业务领域划分的连结数和收入预测是什么？
依业务领域划分的连结数和收入预测是什么？
哪些市场、哪些轨道使用哪些频段？

研究亮点：

2035年D2C和卫星电话市场预测数据
2035年免费接入与付费用户展望

图表1：卫星NTN D2C用户数：付费/免费，依业者分
图表2：卫星NTN D2C用户数：付费订阅，依业者分
图表3：卫星NTN D2C用户数量：依服务类型划分
图表4：卫星NTN D2C用户数：付费/免费，依连线标准划分
图表5：卫星NTN D2C用户数量：付费订阅，依连线划分标准
图 6：卫星 NTN D2C 用户数量：按行业划分的付费用户数量
图 7：卫星 NTN D2C 用户数量：以轨道划分的付费用户数量
图 8：卫星 NTN D2C 用户数量：按地区划分的付费用户数量
图 9：卫星 NTN D2C 用户数量：以连线标准划分的付费用户数量
图 10：卫星 NTN D2C 用户数量：以连线标准划分的付费用户数量
图 11：卫星 NTN D2C 用户数量：以连线标准划分的付费用户数量
图 12：卫星 NTN D2C 用户数量：以连线标准划分的付费用户数量
图 13：卫星 NTN D2C 用户数量：以连线标准划分的付费用户数量
图 14：卫星NTN D2C 用户：付费用户数量，依连线标准划分
图 15：卫星 NTN D2C 用户收入：付费/免费，依业者分
图 16：卫星 NTN D2C 用户收入：付费用户，依业者分
图 17：卫星 NTN D2C 用户收入：依服务类型划分
图 18：卫星 NTN D2C 用户收入：依付费/免费及依接取标准划分
图 19：卫星 NTN D2C 用户收入：依付费用户和接取标准划分
图 20：卫星 NTN D2C 用户收入：依付费用户和产业划分
图 21：卫星 NTN D2C 用户收入：依付费用户和轨道划分
图 22：卫星 NTN D2C 用户收入：依付费用户和地区划分
图 23：卫星 NTN D2C 用户收入：依付费用户分割与存取标准
图 24：卫星 NTN D2C 用户收入：以付费订阅和存取标准划分
图 25：卫星 NTN D2C 用户收入：以付费订阅和存取标准划分
图 26：卫星 NTN D2C 用户收入：以付费订阅和存取标准划分
图 27：卫星 NTN D2C 用户收入：以付费订阅和存取标准划分
图 28：卫星 NTN D2C 用户收入：以付费订阅和存取标准划分
图 29：卫星 NTN D2C 平均年收入 (ARPU)：依业者划分
图 30：卫星 NTN D2C 平均年收入 (ARPU)：依接取标准划分
图 31：卫星 NTN D2C 平均年收入 (ARPU)：按产业划分
图 32：卫星 NTN D2C 平均年收入 (ARPU)：以轨道划分
图 33：卫星NTN D2C 平均年收入 (ARPU)：按地区划分
图 34：卫星 NTN D2C 平均年收入 (ARPU)：依接取标准划分
图 35：卫星 NTN D2C 平均年收入 (ARPU)：依接取标准划分
图 36：卫星 NTN D2C 平均年收入 (ARPU)：依接取标准划分
图 37：卫星 NTN D2C 平均年收入 (ARPU)：依接取标准划分
图 38：NTN 卫星 D2C 平均年收入 (ARPU)，依接取标准划分
图 39：NTN 卫星 D2C 平均年收入 (ARPU)，依接取标准划分
图 40：NTN 卫星 D2C 用户数：付费/免费，依频段划分
图 41：NTN 卫星 D2C 用户数：付费订阅，依频段划分
图 42：NTN 卫星 D2C 用户收入：付费依频段划分的用户订阅量
图 43：3GPP NTN 架构
图 44：卫星电话（Satphone）架构

简介目录

Product Code: MD-SATCN-103

Actionable Benefits:

Understand the market distribution of Direct-to-Cell (D2C) and Non-Terrestrial Network (NTN) subscriptions by geography, band (L, S, UHF, etc.), orbit (Low Earth Orbit (LEO), Medium Earth Orbit (MEO), Geostationary Earth Orbit (GEO)), operational domain, technology standard (New Radio (NR) NTN, Narrowband (NB) NTN, 5G/Long Term Evolution (LTE), proprietary, etc.), operator (SpaceX, Skylo, etc.) and more.
Identify which technologies, orbits, regions, and service segments are growing the most.

Critical Questions Answered:

What are the forecast users and revenue by technology (The 3rd Generation Partnership Project (3GPP) NTN, 3GPP 5G/LTE, proprietary, etc.)?
What technology is being used by which orbit? What are the forecast connections and revenue for each?
What are the forecast connections and revenue by operational orbit?
What are the forecast connections and revenue by service segments?
What are the forecast connections and revenue by operational domain?
What spectrum bands are being used, in which markets, and by which orbits?

Research Highlights:

D2C and satphone market forecast data out to 2035.
Free access and paid user outlook through 2035.

Who Should Read This?

Telcos looking to partner with satellite operators to begin offering D2C services.
Decision makers in telco and satellite infrastructure planning looking to understand the opportunity for 3GPP NTN (Internet of Things (IoT) and 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 SatCom organizations who need to chart a path forward to meet the rising demand for bandwidth and ubiquitous connectivity with 5G and future 6G hybrid networks.

Tables

Table 1 NTN D2C Partnerships and Users
Table 2 Satellite NTN D2C Users - Paid and Free - by Operator
Table 3 Satellite NTN D2C Users - Paid and Free - by Operator
Table 4 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Table 5 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Table 6 Satellite NTN D2C Users by Service Type
Table 7 Satellite NTN D2C Users by Service Type
Table 8 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Table 9 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Table 10 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 11 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 12 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Table 13 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Table 14 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Table 15 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Table 16 Satellite NTN D2C Users - Paid Subscriptions - by Region
Table 17 Satellite NTN D2C Users - Paid Subscriptions - by Region
Table 18 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 19 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 20 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 21 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 22 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 23 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 24 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 25 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 26 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 27 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 28 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 29 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 30 Satellite NTN D2C User Revenue - Paid and Free - by Operator
Table 31 Satellite NTN D2C User Revenue- Paid and Free - by Operator
Table 32 Satellite NTN D2C User Revenue - Paid Subscription - by Operator
Table 33 Satellite NTN D2C User Revenue - Paid Subscription Revenue - by Operator
Table 34 Satellite NTN D2C User Revenue by Service Type
Table 35 Satellite NTN D2C User Revenue by Service Type
Table 36 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Table 37 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Table 38 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 39 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 40 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Table 41 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Table 42 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Table 43 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Table 44 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Table 45 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Table 46 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 47 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 48 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 49 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 50 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 51 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 52 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 53 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 54 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 55 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 56 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 57 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 58 Satellite NTN D2C Annual Average Revenue per User by Operator
Table 59 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 60 Satellite NTN D2C Annual Average Revenue per User by Sector
Table 61 Satellite NTN D2C Annual Average Revenue per User by Orbit
Table 62 Satellite NTN D2C Annual Average Revenue per User by Region
Table 63 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 64 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 65 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 66 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 67 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 68 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 69 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Table 70 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Table 71 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Table 72 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Table 73 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band
Table 74 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band

Charts

Chart 1 Satellite NTN D2C Users - Paid and Free - by Operator
Chart 2 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Chart 3 Satellite NTN D2C Users by Service Type
Chart 4 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Chart 5 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 6 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Chart 7 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Chart 8 Satellite NTN D2C Users - Paid Subscriptions - by Region
Chart 9 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 10 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 11 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 12 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 13 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 14 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 15 Satellite NTN D2C User Revenue - Paid and Free - by Operator
Chart 16 Satellite NTN D2C User Revenue - Paid Subscriptions - by Operator
Chart 17 Satellite NTN D2C User Revenue by Service Type
Chart 18 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Chart 19 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 20 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Chart 21 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Chart 22 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Chart 23 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 24 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 25 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 26 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 27 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 28 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 29 Satellite NTN D2C Annual Average Revenue per User by Operator
Chart 30 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 31 Satellite NTN D2C Annual Average Revenue per User by Sector
Chart 32 Satellite NTN D2C Annual Average Revenue per User by Orbit
Chart 33 Satellite NTN D2C Annual Average Revenue per User by Region
Chart 34 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 35 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 36 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 37 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 38 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 39 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 40 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Chart 41 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Chart 42 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band
Chart 43 3GPP NTN Architecture
Chart 44 Satphone Architecture