Direct-to-Cell 全球市场：2024-2029

本研究包为包括行动和卫星网路营运商在内的利害关係人提供了有关这个快速新兴市场前景的关键分析。本报告透过全面的市场资料以及对 Direct-to Cell 网路产生的总连接数、收入和资料的五年预测来评估生态系统的未来前景。

对于考虑推出 Direct-to-Cell 服务的网路营运商，也按行动订阅、行动宽频和企业物联网等管道提供合作伙伴关係和市场进入策略的策略建议。本研究考虑了影响 Direct-to-Cell 服务成长的各种因素，包括卫星成功发射的可能性、行动用户采用卫星连接的意愿以及将推动未来采用需求的关键应用。

还包括一份策略和趋势文件，用于衡量市场规模并提供60个国家和多个不同细分市场的关键预测资料，以及对关键趋势、挑战的完整评估以及为利益相关者提供的关键建议。

主要功能

• 主要要点和策略建议：详细分析 Direct-to-Cell 市场的主要成长机会和主要发现，并为行动网路营运商和卫星网路营运商提供策略建议。还包括对商业服务和商业模式的分析，这些分析为商业卫星服务的未来成长提供了有利的条件。
• 基准产业预测：全面的产业资料和预测提供了市场未来成长机会的分析。读者将受益于 Direct-to-Cell 连接所产生的连接、收入和资料的特定国家/地区的预测。
• 国家准备指数：Juniper Research利用国家准备指数来确定大规模地理覆盖范围、定价、设备级支援等方面的要求，深入了解哪些国家/地区准备就绪。这使读者能够充分了解 60个选定国家的当前发展时间表以及推出 Direct-to Cell 服务的最成功策略。
• 主要 Direct-to-Cell 合作伙伴关係的案例研究：卫星网路营运商主要合作伙伴关係的案例研究提供了市场前景和未来可能的获利策略。这些案例研究分析了可寻址市场以及这些合作伙伴关係如何提供整合蜂巢式网路、地面网路和手持行动电话以创建商业上可行的服务的框架。

市场资料与预测

研究套件包括对由 51个表格和超过 23,200个资料点组成的完整预测资料集的存取。此调查套件包括以下指标：

• Direct-to-Cell 连线总数
• Direct-to-Cell 连线的APRC（每次连线平均收入）总计
• 营运商透过 Direct-to-Cell 连线获得的总收入
• Direct-to Cell 连线产生的资料总量

Juniper Research 互动式预测 Excel 有以下功能：

• 统计分析：可搜寻特定指标并查看资料期间所有地区和国家的资料。可以轻鬆修改图表并将其汇出到剪贴簿。
• 国家/地区资料工具：此工具可查看预测期间内的所有区域和国家指标。可缩小搜寻栏中显示的指标范围。
• 国家比较工具：使用者可以选择国家/地区并针对特定国家/地区进行比较。该工具包括汇出图表的功能。
• 假设分析：允许使用者比较预测假设。有5个互动场景。

范例视图

市场趋势与预测 PDF 报告：

对当前市场情势的全面分析，包括策略建议和预测演练

目录

第1章 要点与策略建议

• 要点
• 策略建议

第2章 市场展望与获利模式

• Direct-to-Cell通讯：简介
• Direct-to-Cell 通讯的市场成长
  • 卫星发射成本和确保投资报酬率
  • Direct-to-Cell 服务的总市场规模
    • 消费者导向的Direct-to-Cell 市场
    • 企业导向的Direct-to-Cell 市场
    • LPWA网路
    • LTE-M
• 主要 Direct-to-Cell 服务
  • 简讯
  • 音讯
  • 行动资料

第3章 产业分析

• Direct-to-Cell 市场产业分析

第4章 准备指数：依地区

• Direct-to-Cell 市场：国家准备指数
  • 优先市场
  • 主要关注市场
  • 主要感兴趣市场的趋势
  • 不断成长的市场
  • 在不断成长的市场中实现投资报酬率最大化的关键策略
  • 市场饱和
  • 新兴市场

第5章 市场预测及要点

• Direct-to-Cell 市场预测：简介
• 市场概览
  • Direct-to-Cell 连线总数
  • Direct-to-Cell 总收入
• 智慧型手机直接到手机通信
  • 连接总数
  • 总收入
• 宽频直接连接到 Cel
  • 连接总数
  • 总收入
• 企业导向的Direct-to-Cell
  • 连接总数
  • 总收入

Overview

Our newest "Direct-to-Cell" research provides market stakeholders, such as mobile network operators and satellite network operators, with key analysis of the future of this rapidly emerging market. The market-leading report evaluates the future prospects for the ecosystem through comprehensive market data and 5-year forecasts for the total number of connections, revenue and data generated by direct-to-cell networks.

The study also provides strategic recommendations on partnerships and go-to-market strategies for network operators looking to launch a direct-to-cell service; split by channels such as mobile subscriptions, mobile broadband and enterprise IoT. The study considers various elements that will impact the growth of direct-to-cell services, such as the future of successful launches of satellites, the willingness of mobile users to adopt satellite connectivity, and the major applications that will drive demand for future adoption.

The suite includes both a data deliverable, sizing the market and providing key forecast data across 60 countries and several different segments, as well as a strategy and trends document which gives a complete assessment of the key trends, challenges and key recommendations for stakeholders. Collectively, they provide a critical tool for understanding this rapidly emerging market, allowing network operators and technology vendors to shape their future strategy.

Key Features

• Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and key findings within the direct-to-cell market, accompanied by strategic recommendations for mobile network operators and satellite network operators. It contains an analysis of the commercial services and business models that position commercial satellite services well for future growth of direct-to-cell solutions.
• Benchmark Industry Forecasts: Our comprehensive industry data and forecasts provide analysis for future growth opportunities in the market. Readers will benefit from country specific forecasts for connections, revenue and data generated by direct to cell connectivity.
• Country Readiness Index: Juniper Research has leveraged our Country Readiness Index to provide insight into which countries are most prepared for commercial direct-to-cell services, including the requirement for mass geographical coverage, affordability and device-level support. This enables readers to gain a thorough understanding of the current development timelines for 60 select countries and the most successful strategies for launching a direct-to-cell service.
• Key Direct-to-Cell Partnership Case Studies: Juniper Research has included case studies on key partnerships by satellite network operators; providing a thorough evaluation of their market prospects and potential future monetisation strategies. These case studies provide analysis of the addressable market, and how these partnerships will provide a framework for integrating cellular networks, terrestrial networks and handheld phones to create a commercially viable service.

Market Data & Forecasts

The market-leading research suite for the direct-to-cell market includes access to the full set of forecast data of 51 tables and over 23,200 datapoints. Metrics in the research suite include:

• Total Number of Direct-to-Cell Connections
• Total APRC (average revenue per connection) for Direct-to-Cell Connections
• Total Operator Revenue from Direct-to-Cell Connections
• Total Data Generated by Direct-to-Cell Connections

These metrics cover the following industries:

• Enterprise Connectivity & IoT
• Mobile Subscriptions
• Residential Broadband

Juniper Research Interactive Forecast Excel contains the following functionality:

• Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed in for all regions and countries across the data period. Graphs are easily modified and can be exported to the clipboard.
• Country Data Tool: This tool lets users look at metrics for all regions and countries in the forecast period. Users can refine the metrics displayed via a search bar.
• Country Comparison Tool: Users can select countries and compare each of them for specific countries. The ability to export graphs is included in this tool.
• What-if Analysis: Here, users can compare forecast metrics against their own assumptions. 5 interactive scenarios

SAMPLE VIEW

Market Trends & Forecasts PDF Report:

A comprehensive analysis of the current market landscape, alongside strategic recommendations and a walk-through of the forecasts.

Table of Contents

1. Key Takeaways & Strategic Recommendations

• 1.1. Key Takeaways
• 1.2. Strategic Recommendations

2. Market Outlook & Monetisation Models

• 2.1. Introduction to Direct-to-Cell Communications
  • Figure 2.1: Total Number of Direct-to-Cell Connections by 2029 (m), Split by 8 Key Regions:
  • Figure 2.2: Direct-to-Cell Value Chain
  • 2.1.1. Spectrum Licencing and Usage
    • Figure 2.3: Key Satellite Bands
    • i. The FCC's SCS
• 2.2. Market Growth for Direct-to-Cell Communications
  • Figure 2.4: Global Number of Satellites in Orbit, Split by LEO, MEO (Medium Earth Orbit), and GEO (Geostationary Earth Orbit), 2021-2019
  • Figure 2.5: AST SpaceMobile's BlueWalker 3 Test Satellite
  • i. The Cost of Satellite Launches & Securing ROI
    • Figure 2.6: Cumulative Investment in Satellite Launches, Split by 8 Key Regions, 2024-2029
  • 2.2.2. The Total Addressable Market for Direct-to-Cell Services
    • i. Consumer Direct-to-Cell
      • Figure 2.7: Global Number of Smartphones (m), Split by Compatible and Non-compatible Direct-to-Cell Devices, 2024-2029
    • ii. Enterprise Direct-to-Cell Market
      • Figure 2.8: Total Number of Cellular IoT Connections (m), Split by Wireless Technology, 2020-2028
    • iii. LPWA Networks
    • iv. LTE-M
      • Figure 2.9: Key LTE-M Use Cases
• 2.3. Key Direct-to-Cell Services
  • 2.3.1. SMS
    • Figure 2.10: Total SMS Traffic (m), Split by 8 Key Regions, 2024-2029
  • 2.3.2. Voice
    • Figure 2.11: Total Operator Voice Minutes (m), Split by 8 Key Regions, 2022-2027
  • 2.3.3. Mobile Data
    • Figure 2.12: Total Data Generated by Cellular Devices (PB), Split by 3 Categories, 2020-2029

3. Industry Analysis

• 3.1. Direct-to-Cell Industry Analysis
  • Figure 3.1: Global GDP ($bn), Split by 14 Key Sectors, 2013-2023
  • Figure 3.2: Top 10 Countries by GDP Attributable to Agriculture ($m) & Proportion of Total GDP Attributable to Agriculture (%) in 2023

4. Regional Readiness Index

• 4.1. Direct-to-Cell Country Readiness Index
  • Figure 4.1: Countries in Each Region
  • Table 4.2: Juniper Research Direct-to-Cell Readiness Index: Scoring Criteria
  • Figure 4.3: Juniper Research Country Readiness Index: Direct-to-Cell 2024
  • Table 4.4: Juniper Research Country Readiness Index: Country Categorisation
  • 4.1.1. Focus Markets
    • Figure 4.5: Total Satellite Service Provider Revenue from Connections Connecting to Direct-to-Cell Services ($m), Split by 9 Select Focus Markets, 2024-2029
  • 4.1.2. Select Focus Market Analysis
    • i. US
    • ii. China
    • iii. EU
    • iv. Japan
    • v. Australia
  • 4.1.3. Key Focus Market Trends
    • i. Affluent Regions
      • Figure 4.6: GDP per Capita ($) in 2024, Split by 16 Leading Focus Markets
    • ii. Developed National Space Programmes
    • iii. Need for Wide Geographic Coverage
      • Figure 4.7: Focus Market Country Land Mass
  • 4.1.4. Growth Markets
    • i. Long Term Growth Opportunities with Large User Bases
      • Figure 4.8: Total Mobile Subscriptions (m), Split by 10 Growth Markets, 2024-2029
    • ii. Lagging Telecommunications Development Ecosystems
  • 4.1.5. Key Strategies to Maximising ROI in Growth Markets
    • i. Early Mover Advantage Is Not Always Advantageous
      • Figure 4.9: Monthly Subscriber ARPU ($), Split by 10 Growth Markets, 2024-2029
    • ii. Pricing of Services Will be Instrumental in Fostering Adoption
      • Figure 4.10: Average Direct-to-Cell Revenue per Active User ($) in 2029, Split by 10 Growth Markets
    • iii. Leading Players will Not Wait for Regulation, Regulatory Bodies Must Keep Pace
  • 4.1.6. Saturated Market
    • Figure 4.11: Total Direct-to-Cell Revenue from Select Saturated Markets in 2029 ($m)
  • 4.1.7. Developing Markets
    • Table 4.12: Juniper Research Country Readiness Index Heatmap: Focus Markets
    • Table 4.13: Juniper Research Country Readiness Index Heatmap: Growth Markets
    • Table 4.14: Juniper Research Country Readiness Index Heatmap: Saturated Markets
    • Table 4.15: Juniper Research Country Readiness Index Heatmap: Developing Markets

5. Market Forecasts & Key Takeaways

• 5.1. Introduction to Direct-to-Cell Market Forecasts
  • 5.1.1. Data & Forecast Methodology
    • Figure 5.1: Mobile Subscriber Direct-to-Cell Forecast Methodology
    • Figure 5.2: Residential Broadband Direct-to-Cell Forecast Methodology
    • Figure 5.3: Enterprise Direct-to-Cell Forecast Methodology
• 5.2. Market Summary
  • 5.2.1. Total Number of Direct-to-Cell Connections
    • Figure & Table 5.4: Total Number of Direct-to-Cell Connections (m), Split by 8 Key Regions, 2024-2029
  • 5.2.2. Total Revenue from Direct-to-Cell Communications
    • Figure & Table 5.5: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
    • Table 5.6: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 3 Key Categories, 2024-2029
• 5.3. Smartphone Direct-to-Cell Communications
  • 5.3.1. Smartphone Direct-to-Cell Connections
    • Figure & Table 5.7: Total Mobile Subscribers that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.3.2. Total Revenue from Smartphone Direct-to-Cell Communications
    • Figure & Table 5.8: Total Satellite Service Provider Revenue from Mobile Subscription Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.4. Broadband Direct-to-Cell
  • 5.4.1. Broadband Direct-to-Cell Connections
    • Figure & Table 5.9: Total Number of Residential Direct-to-Cell Broadband Subscriptions (m), Split by 8 Key Regions, 2024-2029
  • 5.4.2. Broadband Direct-to-Cell Revenue
    • Figure & Table 5.10: Total Satellite Service Provider Revenue from Residential Broadband Connection Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.5. Enterprise Direct-to-Cell
  • 5.5.1. Enterprise Direct-to-Cell Connections
    • Figure & Table 5.11: Total Cellular IoT Connections that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.5.2. Enterprise Direct-to-Cell Revenue
    • Figure & Table 5.12: Total Satellite Service Provider Revenue from IoT Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029