亚太地区近地轨道 (LEO) 卫星直接到设备 (D2D) 市场的成长机会，预测到 2029 年

Growth Opportunities in Satellite Direct-to-Device from Low Earth Orbit Market, Asia-Pacific, Forecast to 2029

出版日期: 2024年12月05日 | 出版商:

Frost & Sullivan | 英文 52 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

市场进入新维度，收益潜力实现转型成长

亚太地区（APAC）来自低地球轨道（LEO）的卫星直接到设备收益将从2024年的10万美元成长到2029年的6.468亿美元，年复合成长率为28.6%（2025-2029年）。连接服务主要推动卫星 D2D收益。亚太地区因其区域性和易受自然灾害影响而成为重要市场，自然灾害可能对关键基础设施造成广泛破坏。在这个拥有数千个岛屿的广阔地区，大约 55% 的人口仍然无法连接到网路。

LEO 的卫星 D2D 提高了卫星连接的竞争水平，并解决了基本服务负担能力的问题。正在考虑两种可能性：备份和补充依赖地面运营商的行动服务。确保消费者和企业无论身在何处都能保持联繫，尤其是在紧急情况下，可以降低风险、减少消费者的不便以及减少当地企业的停机时间。

卫星提供商（其中许多与行动通讯业者合作）正在颠覆地面电波方法和实践。然而，收益和商业案例论证是挑战。儘管将会进行许多试验，但到 2030 年，许多商业性可行的服务不太可能向大众市场提供。频谱和监管政策、生态系统开发和标准化工作的全球协调对于确保从 LEO 网路和设备到各种卫星 D2D 的互通性和可扩展性至关重要。致力于开放解决方案的强大伙伴关係具有更大的成长潜力。

The satellite direct-to-device (D2D) from low Earth orbit (LEO) revenue in Asia-Pacific (APAC) will increase from $0.1 million in 2024 to $646.8 million in 2029 at a 28.6% compound annual growth rate (2025-2029). Connectivity services will mainly drive satellite D2D revenue. APAC will be a key market due to its combination of geography and vulnerability to natural disasters that can cause widespread damage to critical infrastructure. In this region, which has countries with large land masses and thousands of islands, approximately 55% of the population remains without internet connectivity.

Satellite D2D from LEO will increase the competition level for satellite connectivity and address issues related to the affordability of basic services. Two possibilities are being investigated: as a backup and as a complementary to terrestrial carrier-dependent mobile services. The certainty of connecting consumers and enterprises wherever they are, especially in an emergency, will bring benefits in the form of reduced risks, less inconvenience for consumers, and less downtime for enterprises in the region.

Satellite providers, many in partnerships with mobile operators, are out to disrupt terrestrial approaches and practices. However, monetization and business case justification will be challenging. While there will be many trials, it is unlikely that many commercially viable services will serve the mass market before 2030. Global harmonization of spectrum and regulatory policy, ecosystem development, and standardization efforts will be crucial in ensuring interoperability and scalability across different satellite D2D from LEO networks and devices. Strong partnerships working on open solutions will have greater growth potential.

Transformation in the Satellite Direct-to-device Sector

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Satellite Direct-to-device Industry

Ecosystem

Scope of Analysis
Segmentation
Competitive Environment
Key Competitors and Profiles

Growth Generator

Growth Metrics
Growth Drivers
Growth Restraints
Forecast Considerations
Revenue Forecast
Revenue Forecast by Product
Revenue Forecast Analysis
Pricing Trends
Enablers of Market Growth: Commercial and Regulatory
Enablers of Market Growth: Technical

Growth Generator: SOS Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Generator: Connectivity Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Generator: Backhaul Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Universe

Growth Opportunity 1: Satellite Solutions from LEO for Satellite Providers
Growth Opportunity 2: Satellite-based Wholesale Backhaul Services for Mobile Operators and Enterprises
Growth Opportunity 3: Broadening Monetization Opportunities for Mobile Operators