空中通讯市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球天空通讯市场价值为 1,353 亿美元，预计 2025 年至 2034 年期间的复合年增长率为 20.3%。传统蜂窝网路经常无法在农村、山区和近海地区提供足够的服务，导致对非地面网路 (NTN) 解决方案的需求激增。特别是卫星网络，已成为可靠的替代方案，无论地点或基础设施如何挑战，都能提供一致、高品质的通讯。随着物联网 (IoT) 设备和连接技术的加速普及，农业、物流和运输等领域需要全面覆盖以促进即时资料交换。 NTN 网路有效地弥补了这些关键的连接差距，为企业和个人提供了便利。

卫星技术和高空平台的进步正在彻底改变空中通讯。配备软体定义功能的现代卫星可以动态分配资源以满足不断变化的通讯需求。这种灵活性提高了电信、国防和遥感领域的服务品质。更多低地球轨道（LEO）卫星的部署进一步改善了连接性，为以前服务不足的地区提供了更快的速度和更好的频宽。低地球轨道卫星网路与 5G 基础设施的无缝集成，为自动驾驶汽车、连网设备和智慧城市技术等应用提供了高效的即时服务，确保了基本营运的可靠通讯。

市场按类型细分为低地球轨道（LEO）卫星和中地球轨道（MEO）卫星。 2024 年，低地球轨道卫星占据了 84.5% 以上的市场份额，预计在预测期内将大幅成长。低地球轨道卫星星座正在透过向偏远和孤立地区提供快速、响应迅速的网路存取来改变全球宽频连线。它们能够与5G网路无缝协作，确保地面站和卫星之间的顺利协调，支援广泛的创新应用。

根据最终用户，市场也分为军事、政府和商业领域。预计到 2034 年商业领域的复合年增长率将超过 20%。基于卫星的解决方案使公司能够加强营运并在偏远地区（包括飞机和船舶）提供更好的服务。卫星通讯与物联网技术的整合也获得了发展动力，使得物流、农业和能源等行业能够追踪资产、管理远端操作并即时分析资料。

北美引领天空通讯市场，预计到 2034 年其价值将超过 3,250 亿美元。

目录

第 1 章：方法论与范围

• 市场范围和定义
• 基础估算与计算
• 预测计算
• 资料来源
  • 基本的
  • 次要
    • 付费来源
    • 公共资源

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
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 供应商概况
• 利润率分析
• 重要新闻及倡议
• 监管格局
• 衝击力
  • 成长动力
    • 低地球轨道（LEO）卫星星座的扩展
    • 5G与卫星通讯网路融合
    • 偏远和服务欠缺地区对全球连结的需求不断增长
    • 增加太空基础设施和卫星技术的投资
    • 物联网和即时资料应用的需求不断增长
  • 产业陷阱与挑战
    • 卫星发射和基础设施开发的初始成本高昂
    • 卫星通讯中的资料安全和隐私问题
• 成长潜力分析
• 波特的分析
• PESTEL 分析

第四章：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：按类型，2021 年至 2034 年

• 主要趋势
• 低地球轨道（LEO）
• 中地球轨道（MEO）

第 6 章：市场估计与预测：按应用，2021 年至 2034 年

• 主要趋势
• 电信
• 宽频
• 导航
• 遥感
• 广播
• 其他的

第 7 章：市场估计与预测：按最终用户，2021 年至 2034 年

• 主要趋势
• 军事和政府
• 商业的

第 8 章：市场估计与预测：按地区，2021 年至 2034 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
• 中东及非洲
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第九章：公司简介

• Airbus
• China Aerospace Science and Technology Corporation
• Cobham
• Echostar
• Honeywell
• Inmarsat
• Intelsat
• Iridium
• L3Harris
• Maxar Technologies
• SpaceX
• Thales
• Viasat

The Global Sky Based Communication Market was valued at USD 135.3 billion in 2024 and is projected to expand at a CAGR of 20.3% from 2025 to 2034. The growing reliance on reliable connectivity in remote and underserved regions drives market expansion. Traditional cellular networks often fail to deliver adequate service in rural, mountainous, and offshore areas, leading to a surge in demand for non-terrestrial network (NTN) solutions. Satellite networks, in particular, have emerged as dependable alternatives, offering consistent, high-quality communication regardless of location or infrastructure challenges. As the proliferation of the Internet of Things (IoT) devices and connected technologies accelerates, sectors like agriculture, logistics, and transportation require comprehensive coverage to facilitate real-time data exchange. NTN networks effectively bridge these critical connectivity gaps, empowering businesses and individuals alike.

Advancements in satellite technology and high-altitude platforms are revolutionizing aerial communications. Modern satellites equipped with software-defined capabilities can dynamically allocate resources to address changing communication needs. This flexibility enhances service quality across telecommunications, defense, and remote sensing. The deployment of more low Earth orbit (LEO) satellites has further improved connectivity, delivering faster speeds and better bandwidth to previously underserved areas. The seamless integration of LEO satellite networks with 5G infrastructure enables efficient real-time services for applications such as autonomous vehicles, connected devices, and smart city technologies, ensuring reliable communication for essential operations.

The market is segmented by type into low Earth orbit (LEO) and medium Earth orbit (MEO) satellites. LEO satellites accounted for over 84.5% of the market share in 2024 and are expected to grow significantly during the forecast period. LEO satellite constellations are transforming global broadband connectivity by providing fast, responsive internet access to remote and isolated areas. Their ability to collaborate seamlessly with 5G networks ensures smooth coordination between ground stations and satellites, supporting a wide range of innovative applications.

The market is also categorized by end-user into military and government and commercial segments. The commercial sector is anticipated to grow at a CAGR of over 20% by 2034. Businesses in telecommunications, aviation, and maritime industries are increasingly turning to satellite communication for reliable, high-speed global connectivity. Satellite-based solutions enable companies to enhance operations and offer better services in remote locations, including on aircraft and ships. The integration of satellite communications with IoT technologies has also gained traction, allowing industries like logistics, agriculture, and energy to track assets, manage remote operations, and analyze data in real-time.

North America leads the sky-based communication market, with projections suggesting its value will exceed USD 325 billion by 2034. The region's dominance is fueled by robust investments in satellite infrastructure, the rising adoption of LEO constellations, and efforts to integrate satellite communication with 5G technology to improve rural broadband access.

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, 2021-2034

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 Expansion of low Earth orbit (LEO) satellite constellations
    • 3.6.1.2 Integration of 5G and satellite communication networks
    • 3.6.1.3 Growing demand for global connectivity in remote and underserved areas
    • 3.6.1.4 Increased investment in space infrastructure and satellite technologies
    • 3.6.1.5 Rising demand for IoT and real-time data applications
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 High initial costs of satellite launches and infrastructure development
    • 3.6.2.2 Data security and privacy concerns in satellite communications
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 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 Type, 2021-2034 (USD Million)

• 5.1 Key trends
• 5.2 Low Earth Orbit (LEO)
• 5.3 Medium Earth Orbit (MEO)

Chapter 6 Market Estimates & Forecast, By Application, 2021-2034 (USD Million)

• 6.1 Key trends
• 6.2 Telecommunication
• 6.3 Broadband
• 6.4 Navigation
• 6.5 Remote sensing
• 6.6 Broadcasting
• 6.7 Others

Chapter 7 Market Estimates & Forecast, By End-user, 2021-2034 (USD Million)

• 7.1 Key trends
• 7.2 Military and government
• 7.3 Commercial

Chapter 8 Market Estimates & Forecast, By Region, 2021-2034 (USD Million)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 UK
  • 8.3.2 Germany
  • 8.3.3 France
  • 8.3.4 Italy
  • 8.3.5 Spain
  • 8.3.6 Russia
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 South Korea
  • 8.4.5 Australia
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
• 8.6 MEA
  • 8.6.1 South Africa
  • 8.6.2 Saudi Arabia
  • 8.6.3 UAE

Chapter 9 Company Profiles

• 9.1 Airbus
• 9.2 China Aerospace Science and Technology Corporation
• 9.3 Cobham
• 9.4 Echostar
• 9.5 Honeywell
• 9.6 Inmarsat
• 9.7 Intelsat
• 9.8 Iridium
• 9.9 L3Harris
• 9.10 Maxar Technologies
• 9.11 SpaceX
• 9.12 Thales
• 9.13 Viasat