衛星通訊:D2C (Direct-to-Cellular) 及NTN的發展與契約:市場資料概要 (2025年第3季)

本報告探討了衛星通訊直接到蜂窩 (D2C) 和非地面網路 (NTN) 合約趨勢，並按地區、頻段、軌道和技術標準進行了詳細分析。

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。
• 查看哪些技術、軌道、區域和服務細分市場正在經歷最高的成長。

回答關鍵問題：

• 依技術（3GPP NTN、3GPP 5G/LTE、專有技術等）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

目錄

本產品應與 "衛星通訊直接到蜂窩NTN部署用戶 MD-SATCN-103" 結合閱讀。

主要發現

新資訊

研究方法

定義

關鍵預測

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.

TABLE OF CONTENTS

This product is meant to be read in conjunction with Satellite Communications Direct-to-Cellular NTN Deployments Subscriptions MD-SATCN-103

Key Findings

Whats New

Methodology

Definitions

Significant Forecasts