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市场调查报告书
商品编码
1322956
物联网卫星连接的全球市场Global IoT Satellite Connectivity Market |
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近地轨道（LEO）卫星巨型星座、低功耗广域网（LPWAN）集成和生态系统协调增加了物联网卫星连接的未来增长潜力
由于近地轨道 (LEO) 巨型星座的建设和发射取得进展，物联网卫星连接市场在全球范围内受到关注。物联网生态系统正在采用 LEO 卫星技术，因为它具有节省成本和新收入来源的优势。
低功耗广域网 (LPWAN) 和蜂窝物联网等标准之间的协作正在推动市场增长。由于双模功能的优势，企业正在部署混合地面卫星网络，可以在 LPWAN 和/或蜂窝网络覆盖较差的地区实现新的物联网用例，并增强连接弹性。例如，专有的LPWAN（LoRaWAN（R）、RPMA（R）、Sigfox等）和蜂窝物联网（NB-IoT）将在2021年、2022年和2023年与卫星网络集成。
儘管物联网卫星生态系统正在不断发展，但 84.5% 的连接由四家物联网卫星网络运营商（Inmarsat、Iridium、Orbcomm 和 Globalstar）占据。在生态系统中，一些新兴企业正在利用低地球轨道卫星为物联网设备提供连接。其他新兴企业正在利用 LEO 卫星通过 LPWAN 连接设备（例如 Skylo 提供基于 NB-IoT 的连接）或将卫星网络与 LPWAN 技术集成（例如 Swarm Technologies 提供与 Semtech 的 LoRa (R) 技术集成的卫星连接，新兴企业Ingenu 正在构建LEO 卫星将承载 RPMA (R) 技术）。
其他传统卫星运营商为物联网用例提供卫星连接，并正在与主要运营商（例如德国电信、西班牙电信、TIM 和个别 Intelsat）扩大偏远地区的蜂窝连接。
调查范围
这项研究解释了物联网卫星连接市场在连接设备和订阅数量方面如何发展。它涵盖了影响市场的关键促进因素和抑制因素、最相关的市场进入者的公司概况、运营商在卫星物联网方面的倡议等等。
它还讨论了以下方面的增长机会：
- 使用支持物联网的标籤监控牲畜
- 综合车队管理解决方案
- 石油和天然气行业的管道监测
目录
战略问题
- 为什么成长如此困难？
- The Strategic Imperative 8 (TM)
- 物联网卫星连接行业的战略挑战：三大影响
- 增长管道引擎 (TM)：增长机会加速
市场定义
- 卫星通讯
- 卫星在三个轨道上运行
- 卫星轨道示意图
物联网连接行业
- 物联网生态系统的多个组成部分
- 物联网连接选项
物联网卫星连接服务
- 物联网卫星连接概念
- LEO 建立巨型星座
- LEO卫星网络连接解决方案创造市场机会
- LPWAN 和卫星连接的融合
增长机会分析
- 增长促进因素
- 生长抑制因素
- 物联网卫星连接
- 分析物联网卫星连接
- 物联网卫星连接订阅
- 物联网卫星用户分析
物联网卫星网络运营商简介
- 铱星通讯简介
- 奥博通讯简介
- 国际海事卫星组织简介
- 环球星简介
其他的
- 国际通信卫星简介
- 斯凯洛简介
电信运营商在卫星物联网方面的努力
- TIM Brasil：与卫星运营商合作的天空覆盖计划
- AT&T：与 AST SpaceMobile 合作，通过 LEO 卫星连接远程农业和机械
- Telefonica/Sateliot：使用卫星网络测试 NB-IoT 和 5G 连接服务
- Verizon：利用亚马逊的 Project Kuiper 进行蜂窝回程和农村连接
充满增长机会的宇宙
- 增长机会 1：使用支持物联网的标籤进行牲畜监控
- 增长机会2：综合车队管理解决方案
- 增长机会3：油气管道监测
- 图表列表
- 免责声明
Low Earth Orbit (LEO) Satellite Mega-constellations, Low-Power Wide-Area Network (LPWAN) Integration, and Ecosystem Collaboration Boost the Future Growth Potential of IoT Satellite Connectivity
The IoT satellite connectivity market is gaining traction worldwide with advances in low earth orbit (LEO) mega-constellation construction and launch. The IoT ecosystem is adopting LEO satellite technology for its advantages, such as cost reduction and new revenue stream creation.
Collaboration between standards, which include low-power wide-area network (LPWAN) and cellular IoT, is propelling growth in the market. Businesses are deploying hybrid terrestrial and satellite networks due to the benefits of dual-mode capability in enabling new IoT use cases in areas with deficient LPWAN and/or cellular network coverage or enhanced connectivity resiliency. For example, proprietary LPWAN (e.g., LoRaWAN®, RPMA®, and Sigfox) and cellular IoT (NB-IoT) have been integrated with satellite networks in 2021, 2022, and 2023.
The IoT satellite ecosystem is developing; however, 84.5% of the connections are with 4 IoT satellite network operators, which are Inmarsat, Iridium, Orbcomm, and Globalstar. In the ecosystem, some start-ups leverage LEO satellites to provide connectivity for IoT devices. Other start-ups use LEO satellites to connect devices with LPWAN (e.g., Skylo offers NB-IoT-based connectivity) or integrate satellite networks with LPWAN technology (e.g., Swarm Technologies delivers satellite connectivity integrating Semtech's LoRa® technology, or Ingenu, a start-up, builds LEO satellites to host its RPMA® technology).
Other traditional satellite operators offer satellite connectivity for IoT use cases to expand cellular connectivity in remote locations with leading telecom operators (e.g., Intelsat, which signed separate deals with Deutsche Telekom, Telefonica, and TIM).
Research Scope
This study describes how the IoT satellite connectivity market is evolving in terms of connected devices and subscriptions. It covers the main drivers and restraints affecting the market, company profiles of the most relevant participants, and telco initiatives on satellite IoT.
In addition, this report discusses the following growth opportunities:
- Livestock monitoring with IoT-enabled tags
- Integrated fleet management solutions
- Oil and gas industry pipeline monitoring
Table of Contents
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the IoT Satellite Connectivity Industry
- Growth Opportunities Fuel the Growth Pipeline Engine™
Market Definition
- Satellite Communications
- Satellites Operate in 3 Orbits
- Satellite Orbit Map
IoT Connectivity Industry
- Multiple Components of an IoT Ecosystem
- IoT Connectivity Options
IoT Satellite Connectivity Services
- IoT Satellite Connectivity Concept
- Mega-constellations with LEOs are Gaining Ground
- LEO Satellite Network Connectivity Solutions Create Market Opportunities
- LPWAN and Satellite Connectivity Convergence
Growth Opportunity Analysis
- Growth Drivers
- Growth Restraints
- IoT Satellite Connections
- IoT Satellite Connectivity Analysis
- IoT Satellite Connectivity Subscriptions
- IoT Satellite Subscribers Analysis
IoT Satellite Network Operator Profiles
- Iridium Communications Profile
- Orbcomm Profile
- Inmarsat Profile
- Globalstar Profile
Other
- Intelsat Profile
- Skylo Profile
Telcos' Initiatives on Satellite IoT
- TIM Brasil's Sky Coverage Initiative With Satellite Operators
- AT&T Partners With AST SpaceMobile to Connect Remote Agriculture and Machinery with LEO's Satellites
- Telefonica and Sateliot Test NB-IoT and 5G Connectivity Services Using Satellite Network
- Verizon Harnesses Amazon's Project Kuiper for Cellular Backhaul and Rural Connectivity
Growth Opportunity Universe
- Growth Opportunity 1: Livestock Monitoring with IoT-enabled Tags
- Growth Opportunity 2: Integrated Fleet Management Solutions
- Growth Opportunity 3: Oil and Gas Industry Pipeline Monitoring
- List of Exhibits
- Legal Disclaimer
