面向消费者的卫星直接分散式服务：趋势与预测（2024-2034）

预计到 2030 年，面向消费者的直接分散式语音和数据服务将得到广泛应用，创造数十亿美元的收入机会。

本报告按地区和细分市场，对 2024 年至 2034 年的卫星直接分散式 (D2D) 服务流量和收入进行了预测。该报告还深入分析了标准化、频谱、技术和商业模式等方面的未来市场发展趋势，旨在为所有 D2D 营运商的策略和合作伙伴选择提供参考。这些洞察是基于 Analysys Mason 在通讯、媒体和技术趋势方面的丰富经验，并辅以产业访谈和对近期发展的全面研究。

报告概述

• 2024年至2034年卫星消费者D2D流量及服务收入预测（按地区及区隔市场划分）
• 对未来市场在标准化、频谱、技术和商业模式方面的发展预期
• 为行动网路营运商 (MNO)、原始设备製造商 (OEM) 和其他电信生态系统利害关係人提供扩大D2D市场参与度的建议

目标指标

• 流量
• 服务收入

依垂直产业划分的市场

• 消费者

细分市场

• 应急提醒
• 讯息
• 通话
• 漫游数据
• 已断线的用户

地理区域

• 亚洲
• 欧洲
• 拉丁美洲 (LAM)
• 中东和非洲 (MEA)
• 北美 (NAM)

本报告解答的问题

• 新兴的卫星D2D消费市场有哪些收入机会？
• 哪个地区的D2D服务收入成长潜力最大？
• 哪些科技发展将塑造市场的未来？市场参与者应如何因应这种变化？
• 主要的商业模式和策略是什么？

本报告的目标受众

• 卫星营运商
• 行动网路营运商 (MNO) 和其他营运商
• 晶片组和组件供应商
• 原始设备製造商 (OEM) 和基础设施供应商
• 监管机构和其他 D2D 行业利益相关者

重点公司

Anatel、苹果、AST Space Mobile、中国电信、Claro、德国电信、Globalstar、谷歌、华为、铱星、KDDI、领航、联发科、MTN、One NZ、高通、罗杰斯、三星、Skylo、Space 42、星链、stc、Telstra、天通、TIM、T-gin、Viria (VMO2)、沃达丰、Zain、中兴通讯

"Consumer D2D voice and data services will become widely accessible by 2030, opening up multi-billion-dollar revenue opportunities."

This report provides forecasts on the traffic and revenue for satellite direct-to-device (D2D) services between 2024 and 2034, by region and segment. It also includes our expectations for future market evolution with respect to standardisation, spectrum, technologies and business models to inform all D2D players' strategies and partnership choices.

The insights are derived from Analysys Mason's broad knowledge of telecoms, media and technology trends, supplemented by interviews with industry participants and comprehensive reviews of recent sector developments.

Report overview

• Projections for satellite consumer D2D traffic and service revenue between 2024 and 2034, by region and segment
• Expectations for future market evolution with respect to standardisation, spectrum, technologies and business models
• Recommendations for mobile network operators (MNOs), original equipment manufacturers (OEMs) and other players in the telecoms ecosystem on how to expand into the D2D market

Coverage

Metrics

• Traffic
• Service revenue

Verticals

• Consumer

Segments

• Emergency alerts
• Messages
• Calls
• Roaming data
• Unconnected users

Geographical regions

• Asia
• Europe
• Latin America (LAM)
• Middle East and Africa (MEA)
• North America (NAM)

Questions answered in this report

• What is the revenue opportunity for the emerging satellite D2D consumer market?
• Which region has the largest revenue growth potential for D2D services?
• What are the technology developments that will shape the future of the market and how should players respond to this evolution?
• What are the main business models and strategies?

Who should read this report

• Satellite operators
• MNOs and other telecoms operators
• Chipset and parts vendors
• OEMs and infrastructure vendors
• Regulators and other D2D industry players

Companies mentioned

Anatel, Apple, AST Space Mobile, China Telecom, Claro, Deutsche Telekom, Globalstar, Google, Huawei, Iridium, KDDI, Lynk, MediaTek, MTN, One NZ, Qualcomm, Rogers, Samsung, Skylo, Space 42, Starlink, stc, Telstra, Tiantong, TIM, T-Mobile, Viasat, Virgin Media O2 (VMO2), Vodafone, Zain, ZTE.