近地轨道 (LEO) 卫星物联网市场机会、成长驱动因素、产业趋势分析与预测 2024 - 2032 年

2023 年，全球近地轨道(LEO) 卫星物联网市场规模达到8.496 亿美元，预计2024 年至2032 年复合年增长率将超过22.1%。经历快速成长实现无缝的全球连结。

虽然低轨卫星物联网呈现令人兴奋的前景，但它也带来了独特的挑战。由于卫星技术的创新，偏远地区对可靠、低延迟的物联网连接的需求刺激了农业、海事和运输等行业的采用。然而，发射和维护卫星网路的高昂成本可能成为规模较小的参与者的障碍，而且不同地区复杂的监管要求使全球部署工作更加复杂。

按服务类型细分，LEO 卫星物联网市场包括卫星物联网回程和直接卫星选项。 2023 年，直接卫星服务占最大市场份额，超过 55%。这些服务允许设备直接连接到卫星，无需地面基础设施，从而增强了偏远和服务不足地区的连接性。该技术可为紧急服务、远端工作和物联网应用提供可靠的通讯。

从频段来看，市场包括L频段、Ku和Ka频段、S频段等。预计 Ku 和 Ka 频段部分在预测期内的复合年增长率将超过 23%。 Ku 波段以其独特的优势而闻名，可在宽频和卫星电视中常用的各种天气条件下提供更广泛的覆盖范围和可靠的性能。同时，Ka 频段具有更高的资料速率和更大的频宽，针对高速互联网和先进的物联网应用进行了最佳化，儘管它对天气干扰更敏感。

北美在 2023 年引领低轨卫星物联网市场，占据超过 36% 的份额，预计到 2032 年将保持领先地位。公司正在积极开发广泛的卫星星座，而其他公司则在增强卫星能力，支援从精准农业到紧急应变等各种应用。有利的监管框架和对太空基础设施的大量投资巩固了北美在推动基于卫星的物联网解决方案方面的影响力。

目录

第 1 章：方法与范围

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 干扰
  • 未来展望
  • 製造商
  • 经销商
• 供应商格局
• 利润率分析
• 重要新闻和倡议
• 监管环境
• 衝击力
  • 成长动力
    • 透过 LEO 卫星加速全球连接
    • 低轨卫星技术的创新突破
    • 扩大物联网生态系统及其对低地球轨道卫星的影响
    • 战略合作和投资推动 LEO 卫星成长
    • 对经济和环境监测的需求不断增加
  • 产业陷阱与挑战
    • LEO 卫星网路的部署成本高昂
    • LEO 卫星面临的太空碎片和轨道拥塞挑战
• 成长潜力分析
• 波特的分析
• PESTEL分析

第 4 章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按服务类型，2021-2032 年

• 主要趋势
• 卫星物联网回程
• 直连卫星

第 6 章：市场估计与预测：依频段划分，2021-2032 年

• 主要趋势
• L波段
• Ku 波段和 Ka 波段
• S波段
• 其他的

第 7 章：市场估计与预测：依组织规模，2021-2032 年

• 主要趋势
• 大型企业
• 中小企业

第 8 章：市场估计与预测：依最终用途，2021-2032 年

• 主要趋势
• 海上
• 石油和天然气
• 能源与公用事业
• 运输与物流
• 卫生保健
• 农业
• 军事与国防
• 其他的

第 9 章：市场估计与预测：按地区，2021-2032 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第 10 章：公司简介

• AAC Clyde Space
• Airbus
• BAE Systems
• Blue Origin
• China Aerospace Science and Technology Corporation
• Exolaunch
• GomSpace
• Lockheed Martin
• Maxar Technologies
• Millennium Space Systems
• Mitsubishi Electric
• Northrop Grumman
• OHB
• OneWeb
• RTX
• Sierra Nevada
• SpaceX
• Thales Alenia Space

The Global Low Earth Orbit (LEO) Satellite IoT Market reached USD 849.6 million in 2023 and is projected to expand at a robust CAGR of over 22.1% from 2024 to 2032. This market is experiencing rapid growth, driven by technological advancements and a rising need for seamless global connectivity.

While LEO satellite IoT presents exciting prospects, it also brings unique challenges. Demand for reliable, low-latency IoT connectivity in remote areas has spurred adoption across industries like agriculture, maritime, and transportation, thanks to innovations in satellite technology. However, the high costs associated with launching and maintaining satellite networks can be a barrier for smaller players, and complex regulatory requirements across different regions further complicate global deployment efforts.

Segmented by service type, the LEO satellite IoT market includes satellite IoT backhaul and direct-to-satellite options. In 2023, direct-to-satellite services held the largest market share at over 55%. These services allow devices to connect directly to satellites without requiring ground-based infrastructure, which enhances connectivity in remote and underserved areas. This technology enables dependable communication for emergency services, remote work, and IoT applications.

In terms of frequency band, the market includes L-band, Ku- and Ka-band, S-band, and others. The Ku- and Ka-band segment is anticipated to register a CAGR of over 23% during the forecast period. Known for its distinct advantages, the Ku-band offers broader coverage and dependable performance in diverse weather conditions commonly utilized in broadband and satellite TV. Meanwhile, the Ka-band, with higher data rates and greater bandwidth, is optimized for high-speed internet and advanced IoT applications, although it is more sensitive to weather interference.

North America led the LEO satellite IoT market in 2023, capturing over 36% of the share, and is expected to maintain its leading position through 2032. The region's growth is underpinned by strong technological progress and a high demand for global connectivity. Companies are actively developing extensive satellite constellations, while others are enhancing satellite capabilities, supporting applications ranging from precision agriculture to emergency response. Favorable regulatory frameworks and substantial investments in space infrastructure solidify North America's influence in advancing satellite-based IoT solutions.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Accelerating global connectivity through LEO satellites
    • 3.6.1.2 Innovative breakthroughs in LEO satellite technology
    • 3.6.1.3 Expanding IoT ecosystem and its impact on LEO satellites
    • 3.6.1.4 Strategic collaborations and investments driving LEO satellite growth
    • 3.6.1.5 Increasing demand for economic and environmental monitoring
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Substantial deployment costs for LEO satellite networks
    • 3.6.2.2 Challenges of space debris and orbital congestion through LEO satellites
• 3.7 Growth potential analysis
• 3.8 Porter's analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Service Type, 2021-2032 (USD Million)

• 5.1 Key trends
• 5.2 Satellite IoT backhaul
• 5.3 Direct-to-Satellite

Chapter 6 Market Estimates & Forecast, By Frequency Band, 2021-2032 (USD Million)

• 6.1 Key trends
• 6.2 L-band
• 6.3 Ku-and Ka-band
• 6.4 S-band
• 6.5 Others

Chapter 7 Market Estimates & Forecast, By Organization Size, 2021-2032 (USD Million)

• 7.1 Key trends
• 7.2 Large enterprises
• 7.3 SME

Chapter 8 Market Estimates & Forecast, By End Use, 2021-2032 (USD Million)

• 8.1 Key trends
• 8.2 Maritime
• 8.3 Oil & gas
• 8.4 Energy & utilities
• 8.5 Transportation & logistics
• 8.6 Healthcare
• 8.7 Agriculture
• 8.8 Military & defense
• 8.9 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2032 (USD Million)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 AAC Clyde Space
• 10.2 Airbus
• 10.3 BAE Systems
• 10.4 Blue Origin
• 10.5 China Aerospace Science and Technology Corporation
• 10.6 Exolaunch
• 10.7 GomSpace
• 10.8 Lockheed Martin
• 10.9 Maxar Technologies
• 10.10 Millennium Space Systems
• 10.11 Mitsubishi Electric
• 10.12 Northrop Grumman
• 10.13 OHB
• 10.14 OneWeb
• 10.15 RTX
• 10.16 Sierra Nevada
• 10.17 SpaceX
• 10.18 Thales Alenia Space