卫星通讯业者押注D2D、IoT、云端以进行下一次大型发射：合作伙伴关係缓解了运营商的动盪，但在严峻的前景下，只有基本面强大的卫星经营者才能成功并聚集资本

本报告提供对卫星通讯业者来说新的成长市场的3个市场相关调查，对传统通讯市场的影响，通讯业者的卫星伙伴关係的商机，卫星通讯业者所面临的主要课题考察。

视觉

范围

对像企业

目录

• 摘要
• 卫星通讯业者，着眼于多样化，以阻止日益激烈的竞争、宏观不确定性和利基焦点问题
• 在Direct-to-device(D2D)，IoT，云端基础的服务中出现变革的机会
• 电信业者需要担心吗
• 克服监管障碍和确保持续的资本流动对于卫星运营商来说将是棘手的
• 附录

This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The report also discusses the impact on the traditional telecom market, revenue opportunity for telcos from satellite partnerships, and key challenges confronting satellite operators.

VISUALS

Satellite operators are being forced to expand their addressable markets in the near term, courtesy several factors: rising competition, with the emergence of players such as SpaceX along with several upstarts including AST SpaceMobile and Lynk; a tough funding climate resulting from a grim economic outlook and rising interest rates; and, market concentration risks arising from the current focus on satellite broadband internet. To address the situation, operators are raising stakes in new pursuits and developing new offerings. MTN Consulting expects three new potential addressable markets to provide transformational opportunities for satellite operators in the next 2-4 years. These include Direct-to-device (D2D), Internet of Things (IoT), and cloud-based services. Looking at these market opportunities, a thought may arise whether satellite operators are trying to disrupt the traditional telecom market. But the reality is that telcos will continue to be the primary service provider for wireless access. Telcos are also going to benefit from partnerships with satellite operators as they will aid in providing an enhanced experience for telco customers, reinforced by ubiquitous coverage. For satellite operators though, navigating the regulatory hurdles and ensuring constant capital flow are key concerns; several players from the current herd will vanish in the next 3-5 years.

COVERAGE:

Companies mentioned:

Table of Contents

• Summary

• Satellite operators eye diversification to deter rising competition, macro uncertainty, and niche focus concerns

• Transformational opportunities emerge in Direct-to-device (D2D), IoT, and cloud-based services

• Should telcos worry?

• Navigating regulatory hurdles and ensuring constant capital flow will prove tricky for satellite operators

• Appendix

List of Figures

• Figure 1: LEO satellite deployment timeline, 2010-2022
• Figure 2: Illustration of OQ Technology's operating model
• Figure 3: D2D revenue opportunity for telcos (US$B)
• Figure 4: Private investments in the space economy, 2015-22 (US$B)