卫星通讯:D2C (Direct-to-Cellular) 及NTN的发展与契约:市场资料概要 (2025年第3季)

本报告探讨了卫星通讯直接到蜂窝 (D2C) 和非地面网路 (NTN) 合约趋势，并按地区、频段、轨道和技术标准进行了详细分析。

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。
• 查看哪些技术、轨道、区域和服务细分市场正在经历最高的成长。

回答关键问题：

• 依技术（3GPP NTN、3GPP 5G/LTE、专有技术等）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

目录

本产品应与 "卫星通讯直接到蜂窝NTN部署用户 MD-SATCN-103" 结合阅读。

主要发现

新资讯

研究方法

定义

关键预测

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.

TABLE OF CONTENTS

This product is meant to be read in conjunction with Satellite Communications Direct-to-Cellular NTN Deployments Subscriptions MD-SATCN-103

Key Findings

Whats New

Methodology

Definitions

Significant Forecasts