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 |
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。
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:
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).
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: