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市场调查报告书
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1843776
2025年全球行动卫星通讯市场报告SATCOM On The Move Global Market Report 2025 |
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近年来,行动卫星通讯市场发展迅速,从2024年的294.3亿美元成长到2025年的346.4亿美元,复合年增长率达17.7%。这一成长主要归功于新兴市场的成长、卫星通讯基础设施投资的增加、联网汽车的高普及率以及航太领域投资的增加。
预计未来几年,行动卫星通讯市场规模将快速成长,到2029年将达到715亿美元,复合年增长率(CAGR)为19.9%。预测期内的成长主要归功于对低地球轨道卫星投资的增加、政府的大力支持、通讯需求的成长以及卫星发射数量的增加。预测期内的关键趋势包括市场参与者之间的战略伙伴关係和合作、专注于政府和军事应用的产品创新、人工智慧在射频(RF)领域的应用、对超高吞吐量卫星(VHTS)的关注以及卫星通讯技术的进步。
行动卫星通讯(SOTM)系统配备安装在陆地、空中或海上移动车辆上的天线,可在车辆行驶过程中建立并维持与卫星网路的连接。 SOTM 技术增强了卫星网路的行动性,提供持续的全球行动存取。配备 SOTM 功能的车辆可在行驶过程中向中央站即时传输高解析度音频和影像,从而实现电话通话、视讯会议和高速互联网连接等活动。
行动卫星通讯(SATCOM on the move,简称SOTM)涵盖多种设备和服务。行动卫星通讯设备包括放大器、天线、均衡器和频率转换器等组件,用于发射、调节和接收卫星讯号。 SOTM可在不同的频宽上运行,包括C波段、 L波段、S波段、 X波段、 Ka波段、 Ku波段、UHF波段和SHF波段。行动卫星通讯部署在多种平台上,包括陆基移动平台、机载平台和海上平台。行动卫星通讯的主要应用领域包括商业、政府和国防。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
这份《行动卫星通讯市场研究报告》是商业研究公司最新报告系列的一部分,提供行动卫星通讯市场统计数据,例如全球市场规模、区域份额、竞争对手及其市场份额、详细的市场细分、市场趋势以及行动卫星通讯产业的商机。这份行动卫星通讯市场研究报告对该行业的现状和未来发展趋势进行了详细分析,为您提供所需的一切观点。
未来五年19.9%的成长预测较我们先前对该市场的预测略微下调了0.4%。这一下调主要归因于美国与其他国家之间的关税影响。对来自亚洲和欧洲的卫星调变解调器、天线和行动上行链路硬体征收的关税可能会增加在国防和交通运输领域部署行动卫星通讯系统的成本。
由于相互征收关税,以及贸易紧张局势加剧和限制措施对全球经济和贸易造成的负面影响,这种影响可能会更加广泛。
预计未来自动驾驶汽车的日益普及将推动防碰撞感测器市场的扩张。自动驾驶汽车是指利用先进的感测器技术、电脑系统和人工智慧实现自主导航和运行,无需持续人工干预的车辆。人工智慧和感测器技术的进步,以及私人企业和政府为提升交通安全和效率而投入的大量资金和支持,共同推动了自动驾驶汽车的兴起。防碰撞感知器在帮助自动驾驶汽车安全行驶于复杂环境中发挥关键作用,从而降低事故发生的可能性,并提高道路整体安全。例如,美国非营利组织国家保险委员会(National Insurance Commission)在2022年12月预测,到2025年,美国道路上将有约350万辆自动驾驶汽车,到2030年将达到450万辆。因此,自动驾驶汽车数量的成长正在推动防碰撞感测器市场的发展。
由于低地球轨道(LEO)卫星在各领域的应用日益广泛,行动卫星通讯市场预计将迎来成长。低地球轨道卫星可望彻底改变网路和数位通讯。美国太空部队商业卫星通讯办公室(CSCO)计划在未来两年内授予约23亿美元的商业卫星通讯合同,其中大部分将用于低地球轨道卫星宽频服务。对低地球轨道卫星的这项投资预计将推动整个卫星通讯市场的成长。
行动卫星通讯市场的关键趋势是主要企业对产品创新的重视。为了满足政府和军事应用的需求,该市场的企业正在推出创新产品。例如,总部位于菲律宾的资讯通讯技术和广播服务供应商ComClark Network and Technology Corporation于2023年3月推出了行动卫星通讯(SOTM)解决方案。 SOTM解决方案旨在为系统整合和附加价值服务提供者提供持续的行动连接,包括紧急应变、政府机构和企业。该解决方案利用卫星通讯提供高速、低延迟的网路存取。
在行动卫星通讯市场,各公司正将人工智慧 (AI) 整合到射频 (RF) 技术中,以巩固其市场地位。人工智慧正被用于推动射频技术的发展,使传统技术迈入现代。 2022 年 6 月,总部位于拉脱维亚的 CAE 软体公司 CENOS LLC 发布了 RF 2.0,旨在服务射频和天线设计计划。这款新工具涵盖了更广泛的射频设计领域,增强了工作流程管理和使用者体验,并展示了人工智慧在射频技术中的应用。
2022年3月,总部位于卢森堡的卫星和通讯网路公司SES SA以4.5亿美元收购了Leonardo DRS的卫星通讯业务。此次收购增强了SES的核心竞争力,并使其专注于渐进式技术研发和颠覆性技术的创造。 Leonardo DRS是一家总部位于美国的通讯专家,此次收购将提升SES在行动卫星通讯市场的地位。
行动卫星通讯市场的主要参与者包括:Honeywell国际公司、L3Harris Technologies、EchoStar Corporation、泰雷兹集团、Viasat, Inc、Aselsan AS、BAE Systems plc、波尔公司、Inmarsat Global Limited、通用动力公司、新加坡科技工程有限公司、印度电子有限公司 (BEL)、 Communications研究公司、Eutels Global Limited、通用动力公司、新加坡科技工程有限公司、印度电子有限公司 (BEL)、 Ltd、罗德与施瓦茨公司、俄罗斯卫星通讯公司、SENER Polska sp. z oo、雷神情报与太空公司、休斯网路系统公司、Gilat Satellite Networks、埃尔比特系统有限公司、休斯网路系统公司、Globalsat Group、Intelsat、Thuraya、Al Yah Satellite Communications Company、阿联酋电信公司、Yahsat、SCS Space 和 Alkansat。
预计到 2024 年,北美将成为行动卫星通讯市场最大的地区。行动卫星通讯市场报告涵盖以下地区:亚太地区、西欧、中欧和东欧、北美、南美以及中东和非洲。
《行动卫星通讯市场报告》涵盖的国家包括澳洲、巴西、中国、法国、德国、印度、印尼、日本、俄罗斯、韩国、英国、美国、义大利、西班牙和加拿大。
行动卫星通讯市场是指为满足行动存取及共用高画质视讯、语音及资料的需求而提供卫星网路连线的营业单位所获得的收入。市场价值包括服务供应商销售的或包含在其服务产品中的相关商品的价值。行动卫星通讯市场还包括用于传输卫星讯号的卫星通讯设备的销售。该市场的价值为“出厂价”,即商品製造商或生产商销售的商品价值,无论这些商品是销售给其他营业单位(包括下游製造商、批发商、分销商和零售商)还是直接销售给最终客户。该市场中的商品价值还包括商品製造商销售的任何相关服务。
SATCOM on the move (SOTM) refers to a system installed on a moving vehicle, whether on the ground, airborne, or marine, equipped with antennas to establish and maintain a connection to satellite networks while the vehicle is in motion. SOTM technology enhances mobility for satellite networks, providing continuous and global on-the-go access. Vehicles with SOTM capabilities can transmit live, high-definition audio and video to central stations while in motion, facilitating activities such as phone conversations, video conferences, and high-speed internet connectivity.
The various types of SATCOM on the move include equipment and services. SATCOM on the move equipment encompasses components such as amplifiers, antennas, equalizers, frequency converters, and others used for transmitting, conditioning, and receiving satellite signals. SOTM operates across different frequency bands, including C band, L band, S band, X band, Ka band, Ku band, UHF band, and SHF band. SATCOM on the move is deployed on various platforms such as land mobile, airborne, and maritime. Major verticals employing SATCOM on the move include commercial, government, and defense sectors.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The SATCOM on the move market research report is one of a series of new reports from The Business Research Company that provides SATCOM on the move market statistics, including SATCOM on the move industry global market size, regional shares, competitors with a SATCOM on the move market share, detailed SATCOM on the move market segments, market trends and opportunities, and any further data you may need to thrive in the SATCOM on the move industry. This SATCOM on the move market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
The satcom on the move market size has grown rapidly in recent years. It will grow from $29.43 billion in 2024 to $34.64 billion in 2025 at a compound annual growth rate (CAGR) of 17.7%. The growth in the historic period can be attributed to emerging markets growth, increasing investments in satellite communication infrastructure, high adoption of connected vehicles and growing investments in the space sector.
The satcom on the move market size is expected to see rapid growth in the next few years. It will grow to $71.5 billion in 2029 at a compound annual growth rate (CAGR) of 19.9%. The growth in the forecast period can be attributed to increasing investments in low earth orbit satellites, robust government support, growing demand for telecommunication and increasing number of satellite launches. Major trends in the forecast period include strategic partnerships and collaborations among market players, product innovations with focus on government and military applications, use of artificial intelligence in radio frequencies (RF), focus on very high throughput satellites (VHTS) and technological advancements in satellite communications.
The forecast of 19.9% growth over the next five years reflects a modest reduction of 0.4% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariffs on satellite modems, antennas, and mobile uplink hardware from Asia and Europe may increase deployment costs for SATCOM-on-the-move systems in defense and transport.
The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The growing prevalence of autonomous vehicles is anticipated to drive the expansion of the collision avoidance sensors market in the future. Autonomous vehicles are self-driving cars that utilize advanced sensor technologies, computer systems, and artificial intelligence to navigate and operate without continuous human oversight. This rise in autonomous vehicles is fueled by advancements in AI and sensor technology, coupled with significant investments and support from private enterprises and government initiatives aimed at enhancing safety and efficiency in transportation. Collision avoidance sensors play a crucial role in enabling autonomous vehicles to navigate safely through complex environments, thereby reducing the likelihood of accidents and enhancing overall road safety. For instance, the National Association of Insurance Commissioners, a U.S.-based non-profit organization, projected in December 2022 that there would be approximately 3.5 million autonomous vehicles on American roads by 2025 and 4.5 million by 2030. Consequently, the increasing number of autonomous vehicles is propelling the growth of the collision avoidance sensors market.
The SATCOM on the move market is set to experience growth due to the increasing adoption of Low Earth Orbit (LEO) satellites across various sectors. LEO satellites are considered transformative in revolutionizing internet and digital communication. The US Space Force's Commercial Satellite Communications Office (CSCO) plans to award approximately $2.3 billion in commercial SATCOM contracts over the next two years, with a significant portion dedicated to LEO satellite broadband services. This investment in LEO satellites is expected to propel the overall growth of the satellite communication market.
A key trend in the SATCOM on the move market is the focus on product innovations by major companies. To cater to government and military applications, companies in this market are introducing innovative products. For example, ComClark Network and Technology Corporation, a Philippines-based ICT and broadcast services provider, launched SATCOM on the Move (SOTM) in March 2023. This SOTM solution, designed as a system integrator and value-added service provider, ensures always-on connectivity for mobile users, including emergency responders, government agencies, and businesses. The solution utilizes satellite communications to provide high-speed, low-latency internet access.
Companies in the SATCOM on the move market are also integrating artificial intelligence (AI) into radio frequencies (RF) to strengthen their market position. AI is being harnessed to advance RF technology, bringing a traditional technology into the modern era. CENOS LLC, a Latvia-based CAE software company, launched RF 2.0 in June 2022, targeting radio frequency and antenna design projects. This new tool expands coverage across a broader RF design spectrum and enhances workflow management and the user experience, showcasing the integration of AI in RF.
In March 2022, SES S.A., a Luxembourg-based satellite and telecommunications network company, acquired the SATCOM business of Leonardo DRS for $450 million. This acquisition enhances SES's core capabilities and emphasizes incremental technological development and the creation of market-changing technology. Leonardo DRS, a US-based company specializing in communication satellites, adds value to SES's position in the SATCOM on the move market.
Major companies operating in the satcom on the move market include Honeywell International Inc, L3Harris Technologies, EchoStar Corporation, Thales Group, Viasat, Inc, Aselsan A.S., BAE Systems plc, Ball Corporation, Inmarsat Global Limited, General Dynamics Corp, Singapore Technologies Engineering Ltd, Bharat Electronics Limited (BEL), NEC Corporation, Eutelsat Communications SA, Avanti Communications, Cobham Limited, Airbus Defence and Space, Telespazio, Surrey Satellite Technology Ltd, Rohde and Schwarz, Russian Satellite Communications Company, SENER Polska sp. z o.o, Raytheon Intelligence & Space, Hughes Network Systems, Gilat Satellite Networks, Elbit Systems Ltd., Globalsat Group, Intelsat, Thuraya, Al Yah Satellite Communications Company, Etisalat UAE, Yahsat, SCS Space, Alkan
North America was the largest region in the SATCOM on the move market in 2024. The regions covered in the satcom on the move market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.
The countries covered in the satcom on the move market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Spain, Canada.
The SATCOM on the move market consists of revenues earned by entities by providing satellite network connectivity and satisfying the requirement for mobile access to and sharing of high-definition video, voice, and data. The market value includes the value of related goods sold by the service provider or included within the service offering. The SATCOM on the move market also includes sales of SATCOM equipment that provides satellite signals. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
SATCOM On The Move Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on satcom on the move market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for satcom on the move ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The satcom on the move market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.