衛星通訊:D2C (Direct-to-Cellular) 及NTN的發展與契約

Satellite Communications: Direct-to-Cellular & NTN Deployments & Subscriptions

出版日期: 2025年08月21日 | 出版商:

ABI Research | 英文 15 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

本報告探討衛星通訊直接到蜂窩 (D2C) 和非地面網路 (NTN) 合約趨勢，提供用戶和收入趨勢及預測，並按地區、頻段、軌道和技術標準進行詳細分析。

實際優勢：

了解直接到蜂巢 (D2C) 和非地面網路 (NTN) 合約按地區、頻段（例如 L、S、UHF）、軌道（例如 LEO、MEO、GEO）、運營域、技術標準（例如 NR NTN、NB NTN、5G/LTE、專有）和營運商（例如 SpaceX、Skylo）劃分的市場分佈。
確定哪些技術、軌道、區域和服務細分市場正在經歷最快的成長。

關鍵問題的答案：

依技術（3GPP NTN、3GPP 5G/LTE、專有網路等）劃分的使用者和收入預測為何？
哪些技術在哪些軌道上使用？每種技術的連結數和收入預測是什麼？
按營運軌道劃分的連線數和收入預測是什麼？
按服務細分市場劃分的連結數和收入預測是什麼？
依業務領域劃分的連結數和收入預測是什麼？
依業務領域劃分的連結數和收入預測是什麼？
哪些市場、哪些軌道使用哪些頻段？

研究亮點：

2035年D2C和衛星電話市場預測數據
2035年免費接入與付費用戶展望

圖表1：衛星NTN D2C用戶數：付費/免費，依業者分
圖表2：衛星NTN D2C用戶數：付費訂閱，依業者分
圖表3：衛星NTN D2C用戶數量：依服務類型劃分
圖表4：衛星NTN D2C用戶數：付費/免費，依連線標準劃分
圖表5：衛星NTN D2C用戶數量：付費訂閱，依連線劃分標準
圖 6：衛星 NTN D2C 用戶數量：按行業劃分的付費用戶數量
圖 7：衛星 NTN D2C 用戶數量：以軌道劃分的付費用戶數量
圖 8：衛星 NTN D2C 用戶數量：按地區劃分的付費用戶數量
圖 9：衛星 NTN D2C 用戶數量：以連線標準劃分的付費用戶數量
圖 10：衛星 NTN D2C 用戶數量：以連線標準劃分的付費用戶數量
圖 11：衛星 NTN D2C 用戶數量：以連線標準劃分的付費用戶數量
圖 12：衛星 NTN D2C 用戶數量：以連線標準劃分的付費用戶數量
圖 13：衛星 NTN D2C 用戶數量：以連線標準劃分的付費用戶數量
圖 14：衛星NTN D2C 用戶：付費用戶數量，依連線標準劃分
圖 15：衛星 NTN D2C 用戶收入：付費/免費，依業者分
圖 16：衛星 NTN D2C 用戶收入：付費用戶，依業者分
圖 17：衛星 NTN D2C 用戶收入：依服務類型劃分
圖 18：衛星 NTN D2C 用戶收入：依付費/免費及依接取標準劃分
圖 19：衛星 NTN D2C 用戶收入：依付費用戶和接取標準劃分
圖 20：衛星 NTN D2C 用戶收入：依付費用戶和產業劃分
圖 21：衛星 NTN D2C 用戶收入：依付費用戶和軌道劃分
圖 22：衛星 NTN D2C 用戶收入：依付費用戶和地區劃分
圖 23：衛星 NTN D2C 用戶收入：依付費用戶分割與存取標準
圖 24：衛星 NTN D2C 用戶收入：以付費訂閱和存取標準劃分
圖 25：衛星 NTN D2C 用戶收入：以付費訂閱和存取標準劃分
圖 26：衛星 NTN D2C 用戶收入：以付費訂閱和存取標準劃分
圖 27：衛星 NTN D2C 用戶收入：以付費訂閱和存取標準劃分
圖 28：衛星 NTN D2C 用戶收入：以付費訂閱和存取標準劃分
圖 29：衛星 NTN D2C 平均年收入 (ARPU)：依業者劃分
圖 30：衛星 NTN D2C 平均年收入 (ARPU)：依接取標準劃分
圖 31：衛星 NTN D2C 平均年收入 (ARPU)：按產業劃分
圖 32：衛星 NTN D2C 平均年收入 (ARPU)：以軌道劃分
圖 33：衛星NTN D2C 平均年收入 (ARPU)：按地區劃分
圖 34：衛星 NTN D2C 平均年收入 (ARPU)：依接取標準劃分
圖 35：衛星 NTN D2C 平均年收入 (ARPU)：依接取標準劃分
圖 36：衛星 NTN D2C 平均年收入 (ARPU)：依接取標準劃分
圖 37：衛星 NTN D2C 平均年收入 (ARPU)：依接取標準劃分
圖 38：NTN 衛星 D2C 平均年收入 (ARPU)，依接取標準劃分
圖 39：NTN 衛星 D2C 平均年收入 (ARPU)，依接取標準劃分
圖 40：NTN 衛星 D2C 用戶數：付費/免費，依頻段劃分
圖 41：NTN 衛星 D2C 用戶數：付費訂閱，依頻段劃分
圖 42：NTN 衛星 D2C 用戶收入：付費依頻段劃分的用戶訂閱量
圖 43：3GPP NTN 架構
圖 44：衛星電話（Satphone）架構

簡介目錄

Product Code: MD-SATCN-103

Actionable Benefits:

Understand the market distribution of Direct-to-Cell (D2C) and Non-Terrestrial Network (NTN) subscriptions by geography, band (L, S, UHF, etc.), orbit (Low Earth Orbit (LEO), Medium Earth Orbit (MEO), Geostationary Earth Orbit (GEO)), operational domain, technology standard (New Radio (NR) NTN, Narrowband (NB) NTN, 5G/Long Term Evolution (LTE), proprietary, etc.), operator (SpaceX, Skylo, etc.) and more.
Identify which technologies, orbits, regions, and service segments are growing the most.

Critical Questions Answered:

What are the forecast users and revenue by technology (The 3rd Generation Partnership Project (3GPP) NTN, 3GPP 5G/LTE, proprietary, etc.)?
What technology is being used by which orbit? What are the forecast connections and revenue for each?
What are the forecast connections and revenue by operational orbit?
What are the forecast connections and revenue by service segments?
What are the forecast connections and revenue by operational domain?
What spectrum bands are being used, in which markets, and by which orbits?

Research Highlights:

D2C and satphone market forecast data out to 2035.
Free access and paid user outlook through 2035.

Who Should Read This?

Telcos looking to partner with satellite operators to begin offering D2C services.
Decision makers in telco and satellite infrastructure planning looking to understand the opportunity for 3GPP NTN (Internet of Things (IoT) and NR) and D2C.
Network infrastructure vendors and solutions providers looking to understand the D2C and NTN market opportunity.
Semiconductor vendors looking to understand the D2C and NTN market opportunity.
Device vendors looking to understand the D2C and NTN market opportunity.
Decision-makers within governments and regulatory bodies who are responsible for spectrum allocation and infrastructure.
Planners within Telco and SatCom organizations who need to chart a path forward to meet the rising demand for bandwidth and ubiquitous connectivity with 5G and future 6G hybrid networks.

Tables

Table 1 NTN D2C Partnerships and Users
Table 2 Satellite NTN D2C Users - Paid and Free - by Operator
Table 3 Satellite NTN D2C Users - Paid and Free - by Operator
Table 4 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Table 5 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Table 6 Satellite NTN D2C Users by Service Type
Table 7 Satellite NTN D2C Users by Service Type
Table 8 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Table 9 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Table 10 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 11 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 12 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Table 13 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Table 14 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Table 15 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Table 16 Satellite NTN D2C Users - Paid Subscriptions - by Region
Table 17 Satellite NTN D2C Users - Paid Subscriptions - by Region
Table 18 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 19 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 20 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 21 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 22 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 23 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 24 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 25 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 26 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 27 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 28 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 29 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Table 30 Satellite NTN D2C User Revenue - Paid and Free - by Operator
Table 31 Satellite NTN D2C User Revenue- Paid and Free - by Operator
Table 32 Satellite NTN D2C User Revenue - Paid Subscription - by Operator
Table 33 Satellite NTN D2C User Revenue - Paid Subscription Revenue - by Operator
Table 34 Satellite NTN D2C User Revenue by Service Type
Table 35 Satellite NTN D2C User Revenue by Service Type
Table 36 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Table 37 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Table 38 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 39 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 40 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Table 41 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Table 42 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Table 43 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Table 44 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Table 45 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Table 46 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 47 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 48 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 49 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 50 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 51 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 52 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 53 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 54 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 55 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 56 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 57 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Table 58 Satellite NTN D2C Annual Average Revenue per User by Operator
Table 59 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 60 Satellite NTN D2C Annual Average Revenue per User by Sector
Table 61 Satellite NTN D2C Annual Average Revenue per User by Orbit
Table 62 Satellite NTN D2C Annual Average Revenue per User by Region
Table 63 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 64 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 65 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 66 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 67 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 68 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Table 69 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Table 70 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Table 71 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Table 72 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Table 73 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band
Table 74 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band

Charts

Chart 1 Satellite NTN D2C Users - Paid and Free - by Operator
Chart 2 Satellite NTN D2C Users - Paid Subscriptions - by Operator
Chart 3 Satellite NTN D2C Users by Service Type
Chart 4 Satellite NTN D2C Users - Paid and Free - by Connectivity Standard
Chart 5 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 6 Satellite NTN D2C Users - Paid Subscriptions - by Sector
Chart 7 Satellite NTN D2C Users - Paid Subscriptions - by Orbit
Chart 8 Satellite NTN D2C Users - Paid Subscriptions - by Region
Chart 9 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 10 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 11 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 12 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 13 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 14 Satellite NTN D2C Users - Paid Subscriptions - by Connectivity Standard
Chart 15 Satellite NTN D2C User Revenue - Paid and Free - by Operator
Chart 16 Satellite NTN D2C User Revenue - Paid Subscriptions - by Operator
Chart 17 Satellite NTN D2C User Revenue by Service Type
Chart 18 Satellite NTN D2C User Revenue - Paid and Free - by Connectivity Standard
Chart 19 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 20 Satellite NTN D2C User Revenue - Paid Subscriptions - by Sector
Chart 21 Satellite NTN D2C User Revenue - Paid Subscriptions - by Orbit
Chart 22 Satellite NTN D2C User Revenue - Paid Subscriptions - by Region
Chart 23 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 24 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 25 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 26 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 27 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 28 Satellite NTN D2C User Revenue - Paid Subscriptions - by Connectivity Standard
Chart 29 Satellite NTN D2C Annual Average Revenue per User by Operator
Chart 30 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 31 Satellite NTN D2C Annual Average Revenue per User by Sector
Chart 32 Satellite NTN D2C Annual Average Revenue per User by Orbit
Chart 33 Satellite NTN D2C Annual Average Revenue per User by Region
Chart 34 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 35 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 36 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 37 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 38 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 39 Satellite NTN D2C Annual Average Revenue per User by Connectivity Standard
Chart 40 Satellite NTN D2C Users - Paid and Free - by Frequency Band
Chart 41 Satellite NTN D2C Users - Paid Subscriptions - by Frequency Band
Chart 42 Satellite NTN D2C User Revenue - Paid Subscriptions - by Frequency Band
Chart 43 3GPP NTN Architecture
Chart 44 Satphone Architecture