衛星移動性：研究訂閱

概述

連接移動的飛機、船舶和車輛是當今大多數地球靜止軌道衛星 (GEO) 投資計畫的成長機會。Starlink、SES 的 mPower、Eutelsat 的 OneWeb、Amazon Kuiper 等也依賴行動連線作為成功的關鍵組成部分。

當傳統生態系統面臨變革性的非對地靜止軌道（NGSO）服務時，我們探索即時市場動態。我們也研究了企業現在需要做出的從生存到繁榮的決策。

主題：

• 將 1Mbps 以上的頻寬貨幣化：利用衛星基礎設施從連接供應商轉型為解決方案供應商
• 多維網路：探索超越頻帶、軌道和所有權類型連接 "移動的物體" 和 "空間中的物體" 所需的東西。
• 自動駕駛汽車：基於衛星的連接在利潤豐厚的自動駕駛汽車市場中的作用。

我們的服務回答的問題：

• 盈利機會有多大？
• 由於 Starlink 已經贏得了海上低地球軌道 (LEO) 連接的競爭，其他 LEO 提供者還有進入的空間嗎？
• 如果不擁有太空資產，服務提供者能否生存（並蓬勃發展）？
• 什麼樣的商業模式將為乘客贏得互聯體驗？
• 行動衛星連線的未開發機會在哪裡？

Analysys Mason 的12 個月研究訂閱包括存取我們的專家和數位內容：

Overview

This programme provides data and strategic analysis across the maritime, aviation and land-mobile verticals. It provides an understanding of the key drivers behind the evolution of markets globally and regionally in terms of technology, business models and pricing strategies in various customer segments. The programme profiles players such as Kuiper and Starlink, and assesses how integrators can offer managed services on top of connectivity to stay differentiated.

Topics for 2026

• Multi-orbit networks, technologies and standards
• Pricing, competition and service differentiation
• Market opportunities and business models

Typical client enquiries

• How are GEO operators integrating Starlink into their offerings combined with their own capacity? What is the pricing for these services? What additional services on top of connectivity are included?
• How can a GEO operator define its go-to-market strategy for launching maritime services in MEA and Asia?
• How ready is the land-mobile market? What are the key barriers to market development? What is the timeline for the market to take off?
• How is free Wi-Fi shaping the requirements and demand in the in-flight connectivity market?
• What deals with airlines are up for review in the next 6 months?