卫星 D2D（直接到设备）市场：第四版

本报告调查了卫星D2D（直接到设备）市场，包括服务收入和流量趋势和预测、按行业细分和地区进行的详细分析、技术趋势、市场影响因素和市场机会分析以及各种资讯。我们正在编制建议等

主要特点

本文檔的内容

• 进入卫星D2D生态系统的主要建议
• 服务收入预测：按地区/细分市场
• 流量预测：按地区/类别
• 目标市场的定义
• 卫星D2D能力的主要优点和限制回顾
• 技术演进的时机及其对市场发展的影响
• 关键策略选择的评估和影响：频率、标准和商业模式

本书中的分类

• 消费者
• 交通
• 服务收入
• 物联网
• 交通
• 服务收入
• 政府/军队
• 交通
• 服务收入

本书中介绍的公司

• Airbus
• Apple
• AST SpaceMobile
• AT&T
• Bullitt
• Echostar
• Ericsson
• Globalstar
• Honor
• Huawei
• Inmarsat
• Iridium
• Lynk
• Mediatek
• Motorola
• Nokia
• Nothing
• OmniSpace
• Oppo
• PNCC
• Qualcomm
• Rakuten
• Sateliot
• SCT
• Skylo
• SMART
• Starlink
• Telefónica
• Thales Alenia Space
• T-Mobile
• vivo
• Vodafone
• Xiaomi

目录

关于本书

执行摘要

调查概览

• 挑战：行动网路业者的收入流和社会影响受到其地面网路覆盖范围的限制。
• 解决方案：卫星 D2D 透过提高用户参与度、支援新服务和降低农村网路部署成本来扩大 MNO 的机会

推荐

• 1. D2D：MNO差异化与成长的新泉源
  • 1、 2032年卫星D2D服务收入将飙升至486亿美元
  • 2. D2D 预计将吸引来自三个主要领域的市场兴趣：消费者、物联网和政府/军事。
  • 3.消费者领域在收入领域占据主导地位，但物联网和政府/军队提供了特殊机会
  • 4.卫星 D2D 不会对行动网路营运商构成竞争风险，该技术应被视为能带来新的收入来源
• 2.适应快节奏的技术与业务演进
  • 1.新进的业者必须不断适应技术和业务的快节奏演进。
  • 2.供应时机对于平衡市场准备度和竞争优势至关重要。频宽是关键资源，需要大幅增加供应
• 3.价值链调整
  • 1.建构正确的合作伙伴生态系统是提供复杂的 D2D 解决方案的关键
  • 2.由于向后相容性，使用MNO频宽可以实现快速启动。MSS 透过监管确定性和绩效改进获得长期利益
  • 3.儘管专有协定提供了更快的商业化途径，但基于标准的解决方案是促进可扩展性的首选方法。
  • 4.卫星服务需要关注对行动网路营运商有吸引力的批发模式

附录：研究方法

关于作者和 Analysys Mason

Report Summary:

NSR's “Satellite Direct to Device Markets, 4^th Edition (D2D4) ” report provides a comprehensive analysis of the satellite D2D (Direct-to-Device) market opportunity, including market drivers and restraints, key use cases, and strategic insights.

Market Opportunity and Overview:

• The report describes the satellite D2D market opportunity, which represents a significant growth area within the satellite industry.

• NSR was one of the first market research firms to identify this opportunity, and this report represents the 4^th annual update with a high level of maturity and in-depth analysis.

Key Focus Areas:

• NSR's “D2D4” aims to build a complete picture of trends and strategic choices within the satellite D2D market.

• It provides forecasts for service revenues and traffic broken down by region and market segment.

• Recommendations are offered for satellite operators, mobile network operators (MNOs), and equipment and infrastructure vendors on how to capture a portion of this growing market.

Key Questions Addressed:

• What is the revenue opportunity for the emerging satellite D2D market?

• What use cases can MNOs target beyond their terrestrial coverage leveraging satellite D2D?

• What are the limitations and strength of satellite D2D?

• Which are the key technology developments that will shape the future of the market and how should players stay adaptive to this evolution?

• Who are the main players and which are the different strategies (spectrum, supply and capabilities, standards, business models, etc.)?

Target Audience

NSR's “Satellite Direct to Device Markets” report is intended for various stakeholders in the satellite and telecommunications industries, including:

• Satellite operators seeking to understand revenue potential, traffic forecasts, and market dynamics.

• MNOs and CSPs interested in satellite D2D as a source of growth and differentiation.

• Chipset and parts vendors, OEMs, and infrastructure vendors (both space and terrestrial) looking to assess strategic choices in terms of spectrum, standards, and business models.

• Regulators and industry agencies seeking to leverage D2D to foster innovation and bridge the digital divide.

Differentiating Factors:

• NSR's “Satellite Direct to Device Markets” stands out due to the unique combination of expertise from NSR in the satellite industry and Analysys Mason's knowledge of telecommunications trends.

• “D2D4” leverages NSR's understanding of the space industry and Analysys Mason's insights into telco trends and consumer needs.

• “Satellite Direct to Device 4” draws from extensive primary research, including interviews with key industry players, and is based on a solid foundation of secondary research.

• NSR's “D2D4” serves as a roadmap for future strategic decisions, helping readers navigate various market segments, regions, and strategic options in the dynamic satellite D2D landscape.

NSR's “Satellite Direct to Device Markets, 4^th Edition” report offers valuable insights and recommendations for industry stakeholders interested in capitalizing on the emerging satellite D2D market opportunity. It leverages the expertise of NSR and Analysys Mason to provide a comprehensive and unbiased analysis of this evolving landscape.

Key Features:

Covered in this Report:

• Key recommendations for participating in the satellite D2D ecosystem

• Service revenues forecast by region and segment

• Traffic forecast by region and segment

• Addressable market definition

• Review of the key strength and limitations of the satellite D2D capabilities

• Timing of the technology evolution and implications for the development of the market

• Assessment and implications of key strategic choices: spectrum, standards and business models

Report Segmentation:

• Consumer
• Traffic
• Service Revenues
• IoT
• Traffic
• Service Revenues
• Government and Military
• Traffic
• Service Revenues

Companies included in this Report:

Airbus, Apple, AST SpaceMobile, AT&T, Bullitt, Echostar, Ericsson, Globalstar, Honor, Huawei, Inmarsat, Iridium, Lynk, Mediatek, Motorola, Nokia, Nothing, OmniSpace, Oppo, PNCC, Qualcomm, Rakuten, Sateliot, SCT, Skylo, SMART, Starlink, Telefónica, Thales Alenia Space, T-Mobile, vivo, Vodafone, Xiaomi.

Table of Contents

About this report

Executive summary

Research overview

• Challenge: MNOs' revenue sources and social impact are limited by the reach of terrestrial networks
• Solution: Satellite D2D extends MNOs' opportunities by boosting subscriber engagement, enabling new services and reducing rural network deployment costs

Recommendations

• 1. D2D as MNOs' new source of differentiation and growth
  • 1. Satellite D2D service revenues to skyrocket to 48.6USD billion by 2032
  • 2. D2D will attract market interest from 3 main segments: consumer, IoT and Gov/Mil
  • 3. Consumer segment to dominate the revenue scene, but IoT and Gov/Mil present specialized opportunities
  • 4. Satellite D2D does not represent a competitive risk for MNOs. The technology should be regarded as an enabler for new revenue streams

• 2. Fit for the fast-paced technology and business evolution
  • 1. Actors in the field should stay adaptative to the extraordinarily fast evolution in technology and business
  • 2. Timing of supply is critical to balance market readiness and competitive advantage. Spectrum is the key resource. Exponential supply growth needed

• 3. Aligning the value chain
  • 1. Building the right ecosystem of partners is critical to deliver D2D's complex solution
  • 2. Using MNOs' spectrum offers faster ramp-up thanks to backward compatibility. MSS long-term advantages due to regulatory certainty and enhanced performances
  • 3. Standards-based solutions should be the preferred approach to facilitate scalability, albeit proprietary protocols offer a faster path to commercialization
  • 4. Satellite offerings should focus on wholesale models that are attractive for MNOs

Appendix Methodology

About the authors and Analysys Mason

List of Exhibits

• Figure 1: Evolving Space enablers unlocking the opportunities in the satellite D2D market
• Figure 2: MNOs' limitations to create and capture value beyond their coverage
• Figure 3: Key segments enabled by satellite D2D
• Figure 4: Satellite D2D service revenues worldwide, 2022-2032
• Figure 5: share of service revenues per vertical worldwide
• Figure 6: satellite D2D cumulative service revenues (USD million) worldwide, 2022 to 2032
• Figure 7: Satellite D2D traffic with technology phases worldwide, 2022 to 2032
• Figure 8: generic legacy constellation supply case study