中國航太市場與NTN前沿：公司概況與市場洞察

本報告研究中國NTN（非地面網路）市場，總結中國NTN和D2C的市場規模和成長預測、主要營運商的網路部署預測以及網路概況。

實際優勢

• 識別在中國積極拓展NTN和D2C業務的衛星營運商。
• 了解中國衛星和NTN服務的潛在市場。
• 了解中國 "三大" 低地球軌道（LEO）星座和其他D2C系統的技術和網路部署策略及前景。
• 探討區域衛星寬頻服務的市場切入點、基礎設施策略和經銷合作夥伴關係。

關鍵問題解答：

• SpaceX、AST SpaceMobile、領克、國網、Spacesail、洪湖三號、北斗和天通一號在中國和海外的網路部署計畫是什麼？
• 中國D2C終端供應商和衛星營運商有哪些成功的市場進入策略？
• 哪些網路支援哪些應用、服務頻段和協定？
• 中國供應商的衛星行動終端有哪些功能、特性和型號？

研究亮點：

• NTN 和 D2C 在中國的市場規模及成長預測
• 天帆、國網和洪湖三號衛星網路部署預測
• 全球衛星部署預測
• D2C 在中國的總目標市場 (TAM) 和可服務市場 (SAM) 潛力分析
• SpaceX、AST SpaceMobile、領克、國網、天帆、洪湖三號、北斗及天通一號網路概況

目錄

主要發現

主要預測

公司簡介

SpaceX

AST太空移動

連結

太空航行

郭王興旺

洪湖三號

天通一號

北斗衛星導航系統BDS

摘要/概述

定義

Actionable Benefits:

• Identify which satellite operators are actively expanding into Non-Terrestrial Networking (NTN) and Direct-to-Cellular (D2C) from China.
• Understand the addressable market for satellite and NTN services in domestic China.
• Understand the technology and network deployment strategies and outlook of the “Big Three” Chinese Low Earth Orbit (LEO) constellations and other D2C systems.
• Discover market entry points, infrastructure strategies, and distribution partnerships for regional satellite broadband services.

Critical Questions Answered:

• What are the network deployment plans for SpaceX, AST SpaceMobile, Lynk, Guo Wang, Spacesail, Honghu-3, Beidou, and Tiantong-1 in domestic China and overseas?
• What will make a successful market entry strategy for D2C device vendors and satellite operators in China?
• Which networks support which applications, service bands, and protocols?
• What are the capabilities, features, and models of satellite-enabled handsets form Chinese vendors?

Research Highlights:

• Market sizing and growth forecasts for NTN and D2C adoption in China.
• Network deployment forecasts for Spacesail, Guo Wang, and Honghu-3.
• Satellite deployment forecasts-global.
• D2C Total Addressable Market (TAM) and Serviceable Addressable Market (SAM) potential analysis in China.
• Network profiles of SpaceX, AST SpaceMobile, Lynk, Guo Wang, Spacesail, Honghu-3, Beidou, and Tiantong-1.

Who Should Read This?

• Executives at satellite operators and Internet Service Providers (ISPs) targeting emerging connectivity markets.
• Infrastructure planners at telco operators and broadband deployment agencies across China.
• Government bodies and regulators involved in broadband rollout, spectrum planning, and digital inclusion.
• Investors and market analysts assessing regional growth opportunities in satellite connectivity and universal access.
• Handset vendors looking to support satellite connectivity and services.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Company Profiles

SpaceX

AST SpaceMobile

Lynk

Spacesail

Guo Wang Xingwang

Honghu-3

Tiantong-1

BeiDou Navigation Satellite System BDS

Overall Summary Conclusions

Definitions