卫星IoT通讯的全球市场 - 第4版

全球卫星物联网通讯市场正稳定成长。到 2023 年，全球卫星物联网用户数量已成长至超过 510 万人。预计到 2028 年，卫星物联网用户数将达到 2,670 万，复合年增长率为 39.2%。

本报告提供全球卫星IoT通讯市场相关调查分析，提供卫星IoT通讯生态系统的概况，及卫星IoT经营者40公司的策略的检讨，新的LEO奈米卫星星系的影响相关预测，最新的产业趋势等资讯。

目录

图表的清单

摘要整理

第1章 IoT卫星网路

• 卫星IoT技术的简介
  • 传统的GEO卫星群
  • 大型LEO卫星群的新时代
• 卫星IoT卫星群
  • 卫星轨道的类型
  • 太空碎片问题
  • 频段
  • 延迟时间
  • 范围和处理能力
  • 协议选择和标准
• 卫星IoT产业的投资和M&A
• 卫星IoT的使用案例
• 经营模式和计划策略
• 发射服务
• 卫星的设计和生产
• 卫星IoT的模组和终端
• 卫星IoT连接的价格设定范例

第2章 市场预测和趋势

• 市场分析
  • 现有卫星物联网营运商
  • 众多新的近地轨道星座推动了一场新的太空竞赛
  • 星地混合连结的努力不断增加
  • 多星座项目取消
  • 卫星物联网用户预测
  • 卫星营运商的市场占有率
• 地区趋势
  • 欧洲
  • 北美
  • 中国
  • 其他地区
• 未来的产业趋势

第3章 企业的简介与策略

• 欧洲的卫星通讯业者
  • Apogeo Space
  • Astrocast
  • EchoStar Mobile
  • Eutelsat Group
  • Fossa Systems
  • Kineis
  • Lacuna Space
  • OQ Technology
  • Sateliot
• 北美的卫星通讯业者
  • Amazon
  • AST SpaceMobile
  • eSAT Global
  • E-Space
  • Globalstar
  • Hubble Network
  • Ingenu
  • Iridium
  • Kepler Communications
  • Ligado Networks
  • Lynk
  • Omnispace
  • Orbcomm
  • Skylo
  • Starlink (SpaceX)
  • Swarm Technologies
  • Telesat
  • Totum
  • Viasat (Inmarsat)
• 中国的卫星通讯业者
  • CASC and CASIC
  • Commsat
  • Galaxy Space
  • Geespace (Geely)
  • Guodian Tech
  • Head Aerospace
• 其他地区的卫星通讯业者
  • hiSky
  • Innova Space
  • Myriota
  • Roscosmos
  • Sky and Space Company
  • Thuraya
• 缩写和简称的清单

This study investigates the satellite IoT connectivity market. The research covers a total of 40 satellite IoT operators including both the incumbent operators and all the new LEO smallsat constellations. The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 5.1 million in 2023. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 39.2 percent to reach 26.7 million units in 2028. Get up to date with the latest information and trends about the satellite IoT business opportunity.

Highlights from the report:

• 360-degree overview of the satellite IoT communications ecosystem.
• Reviews of the strategies of 40 satellite IoT operators.
• Perspectives on the impact of the new LEO nano satellite constellations.
• Summary of the latest industry trends and developments.
• Reviews of operator market shares and competitive dynamics.
• Extensive global and regional market forecasts lasting until 2028.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Satellite Networks for the Internet of Things

• 1.1. Introduction to satellite IoT technologies
  • 1.1.1. Traditional GEO constellations
  • 1.1.2. The new age of large LEO constellations
• 1.2. Satellite IoT constellations
  • 1.2.1. Satellite orbit types
  • 1.2.2. Space junk challenges
  • 1.2.3. Frequency bands
  • 1.2.4. Latency
  • 1.2.5. Coverage and capacity
  • 1.2.6. Protocol choices and standards
• 1.3. Investments and M&As in the satellite IoT industry
• 1.4. Use cases for satellite IoT
• 1.5. Business models and project strategies
• 1.6. Launch services
• 1.7. Satellite design and manufacturing
• 1.8. Satellite IoT modules and terminals
• 1.9. Satellite IoT connectivity pricing examples

2. Market Forecasts and Trends

• 2.1. Market analysis
  • 2.1.1. The incumbent satellite IoT operators
  • 2.1.2. The new space race boosted by numerous new LEO constellations
  • 2.1.3. Hybrid satellite-terrestrial connectivity initiatives on the rise
  • 2.1.4. Some constellation projects have been discontinued
  • 2.1.5. Satellite IoT subscriber forecasts
  • 2.1.6. Satellite operator market shares
• 2.2. Regional trends
  • 2.2.1. Europe
  • 2.2.2. North America
  • 2.2.3. China
  • 2.2.4. Rest of World
• 2.3. Future industry trends

3. Company Profiles and Strategies

• 3.1. European satellite operators
  • 3.1.1. Apogeo Space
  • 3.1.2. Astrocast
  • 3.1.3. EchoStar Mobile
  • 3.1.4. Eutelsat Group
  • 3.1.5. Fossa Systems
  • 3.1.6. Kineis
  • 3.1.7. Lacuna Space
  • 3.1.8. OQ Technology
  • 3.1.9. Sateliot
• 3.2. North American satellite operators
  • 3.2.1. Amazon
  • 3.2.2. AST SpaceMobile
  • 3.2.3. eSAT Global
  • 3.2.4. E-Space
  • 3.2.5. Globalstar
  • 3.2.6. Hubble Network
  • 3.2.7. Ingenu
  • 3.2.8. Iridium
  • 3.2.9. Kepler Communications
  • 3.2.10. Ligado Networks
  • 3.2.11. Lynk
  • 3.2.12. Omnispace
  • 3.2.13. Orbcomm
  • 3.2.14. Skylo
  • 3.2.15. Starlink (SpaceX)
  • 3.2.16. Swarm Technologies
  • 3.2.17. Telesat
  • 3.2.18. Totum
  • 3.2.19. Viasat (Inmarsat)
• 3.3. Chinese satellite operators
  • 3.3.1. CASC and CASIC
  • 3.3.2. Commsat
  • 3.3.3. Galaxy Space
  • 3.3.4. Geespace (Geely)
  • 3.3.5. Guodian Tech
  • 3.3.6. Head Aerospace
• 3.4. Rest of World satellite operators
  • 3.4.1. hiSky
  • 3.4.2. Innova Space
  • 3.4.3. Myriota
  • 3.4.4. Roscosmos
  • 3.4.5. Sky and Space Company
  • 3.4.6. Thuraya
• List of Acronyms and Abbreviations

List of Figures

• Figure 1.1: The main satellite orbits
• Figure 1.2: Orbiting objects
• Figure 1.3: Satellite frequency bands
• Figure 1.4: Latency for satellite networks
• Figure 1.5: Latest funding rounds for satellite IoT operators (2019-2024)
• Figure 1.6: M&As in the satellite IoT connectivity industry (2019-2024)
• Figure 2.1: Announced satellite IoT partnerships
• Figure 2.2: Satellite IoT subscriber forecast, by region (World 2022-2028)
• Figure 2.3: Satellite IoT subscriber forecast, by vertical (World 2022-2028)
• Figure 2.4: Satellite IoT connectivity revenue forecast (World 2022-2028)
• Figure 2.5: Satellite network operators by IoT subscriber base (Q4-2023)
• Figure 3.1: Satellite operators in Europe
• Figure 3.2: Satellite operators in North America
• Figure 3.3: The AFNIO constellation by Ingenu
• Figure 3.4: Doppler Multichannel Spread Spectrum (DMSS) by Totum
• Figure 3.5: Satellite operators in China
• Figure 3.6: Satellite operators in Rest of World