衛星D2D：所有地區

具體益處：

• 本報告分析了哪些地區、通訊業者和服務模式正在推動直接到設備 (D2D) 網路的普及。報告重點關注北美地區的主導地位，以及行動通訊業者(MNO) 與衛星營運商之間的夥伴關係關係所扮演的角色。
• 我們評估了免費/原生、捆綁和獨立 D2D 服務層級在採用潛力、對每位使用者平均收入 (ARPU) 的貢獻以及長期獲利機會方面的差異。
• 隨著市場轉向更快的 D2D 服務，我們將比較物聯網 (IoT) - 非地面電波網路 (NTN)、新無線電 (NR) - NTN、衛星 LTE (LTE) 和專有衛星連接協定的商業性。
• 根據預期的連接成長率和服務優質化的潛力，我們將優先考慮智慧型手機、穿戴式裝置、汽車、平板電腦和新興設備類別的 D2D 策略。
• 我們利用通訊業者級連線預測、服務層級細分、ARPU 假設和付費訂閱模型，量化衛星 D2D 服務的商機。

重要問題的答案：

• 2025 年至 2035 年間，全球衛星 D2D 連線數量將以多快的速度成長？哪個地區的採用率最高？
• 目前哪些通訊業者在衛星D2D市場處於領先地位？ Skylo、Starlink Mobile、天通北斗、Apple-Globalstar、Lynk Global、Space42和其他供應商在連接性方面有何區別？
• 哪一種 D2D 服務層級最具獲利潛力？企業應該如何平衡廣泛採用和 ARPU 成長？
• 到 2035 年，IoT-NTN、NR-NTN、衛星 LTE 和專有協定將如何影響 D2D 連線的演進？
• 在智慧型手機、汽車、穿戴式裝置、平板電腦和其他連網裝置等裝置類別中，哪一類將為 D2D 連線和收入創造最大的機會？

調查要點：

• 到 2035 年，通訊業者、地區、服務等級、主要連接協議和設備類型分類的全球衛星 D2D 連接數量預測。
• 對 2025 年各通訊業者在 D2D 市場的定位進行評估，包括 Skylo、Starlink Mobile、天通北斗、Apple-Globalstar、Lynk Global、Space42 和其他供應商。
• 對 D2D 服務模式進行比較分析，包括免費/原生 SOS、套件內套裝組合和獨立附加元件（包括它們對 ARPU 和採用路徑的影響）。
• 到 2035 年，物聯網 NTN、NR NTN、衛星 LTE 和專有協定的 D2D 連線細分預測。
• 將智慧型手機、汽車、平板電腦、穿戴式裝置及其他設備中衛星D2D技術的應用進行市場細分。包括對聯網汽車和穿戴式裝置領域新興商機的分析。

本報告的主要目標受眾

• 行動網路營運商的策略、產品和定價團隊正在開發衛星 D2D 服務，並評估實施每個服務層級（如免費、捆綁和獨立）的可行性。
• 衛星網路營運商和 D2D 平台供應商正在評估與通訊業者的合作關係、協議藍圖、區域部署趨勢和長期連接成長。
• 這是針對智慧型手機、穿戴式裝置、平板電腦和連網型設備的目的地裝置製造商 (OEM) 的，他們正在評估嵌入式衛星通訊和緊急 SOS 功能的商業性機會。
• 汽車 OEM 廠商中負責連網、資訊娛樂和遠端資訊處理團隊的人員正在評估衛星 D2D 作為高級聯網汽車服務或未來捆綁式附加元件服務的可能性。
• 該團隊負責通訊業者的基礎設施、頻段和標準化，並追蹤從專有標準和 IoT-NTN 服務向 NR-NTN 和更快的衛星連接的過渡。

目錄

表

Actionable Benefits:

• Identify which regions, operators, and service models are positioned to drive Direct-to-Device (D2D) adoption, with particular focus on North America’s lead and the role of Mobile Network Operator (MNO)-satellite partnerships.
• Evaluate how free/native, bundled, and standalone D2D service tiers differ in adoption potential, Average Revenue per User (ARPU) contribution, and long-term monetization opportunity.
• Compare the commercial implications of Internet of Things (IoT)-Non-Terrestrial Network (NTN), New Radio (NR)-NTN, Satellite Long Term Evolution (LTE), and proprietary satellite connectivity protocols as the market shifts toward higher-speed D2D services.
• Prioritize D2D strategies across smartphones, wearables, vehicles, tablets, and emerging device categories based on forecast connection growth and service premium potential.
• Quantify the revenue opportunity for satellite D2D services using operator-level connection forecasts, service-tier segmentation, ARPU assumptions, and paid subscription modeling.

Critical Questions Answered:

• How quickly will global satellite D2D connections grow between 2025 and 2035, and which regions will account for the largest share of adoption?
• Which operators are leading the satellite D2D market today, and how do Skylo, Starlink Mobile, Tiantong-BeiDou, Apple-Globalstar, Lynk Global, Space42, and other providers compare by connection base?
• Which D2D service tiers generate the strongest monetization potential, and how should operators balance broad penetration against ARPU growth?
• How will IoT-NTN, NR-NTN, Satellite LTE, and proprietary protocols shape the evolution of D2D connectivity through 2035?
• Which device categories-smartphones, vehicles, wearables, tablets, or other connected devices-will create the greatest D2D connection and revenue opportunities?

Research Highlights:

• Forecasts of global satellite D2D connections by operator, region, service tier, primary connectivity protocol, and device type through 2035.
• Operator-level assessment of 2025 D2D market positioning, including Skylo, Starlink Mobile, Tiantong-BeiDou, Apple-Globalstar, Lynk Global, Space42, and other providers.
• Comparative analysis of free/native SOS, bundled in-plan, and standalone add-on D2D service models, including ARPU implications and adoption pathways.
• Forecast segmentation of D2D connections across IoT-NTN, NR-NTN, Satellite LTE, and proprietary protocols to 2035.
• Market segmentation of satellite D2D adoption across smartphones, vehicles, tablets, wearables, and other devices, with analysis of emerging opportunities in connected vehicles and wearable devices.

Who Should Read This?

• MNO strategy, product, and pricing teams developing satellite D2D offerings and evaluating whether to launch free, bundled, or standalone service tiers.
• Satellite network operators and D2D platform providers assessing operator partnerships, protocol roadmaps, regional adoption patterns, and long-term connection growth.
• Smartphone, wearable, tablet, and connected device Original Equipment Manufacturers (OEMs) evaluating the commercial opportunity for embedded satellite connectivity and emergency SOS capabilities.
• Automotive OEM connectivity, infotainment, and telematics teams assessing satellite D2D as a premium connected vehicle service and future bundled or add-on offering.
• Telco infrastructure, spectrum, and standards teams tracking the transition from proprietary and IoT-NTN services toward NR-NTN and higher-speed satellite connectivity.

TABLE OF CONTENTS

Tables

• Table 1 NTN Connections by Satellite Network Operator
• Table 2 NTN Connections by Device Type
• Table 3 NTN Connections by Primary Protocol
• Table 4 NTN Connections by Primary Service Tier
• Table 5 NTN Connections by Orbit
• Table 6 NTN Connections by Country
• Table 7 NTN Connections by Industry Sector
• Table 8 Paid NTN Subscribers by Satellite Network Operator
• Table 9 Paid NTN Subscribers by Device Type
• Table 10 Paid NTN Subscribers by Primary Protocol
• Table 11 Paid NTN Subscribers by Primary Service Tier
• Table 12 Paid NTN Subscribers by Orbit
• Table 13 Paid NTN Subscribers by Country
• Table 14 Paid NTN Subscribers by Industry Sector
• Table 15 NTN Subscriber Revenue by Satellite Network Operator
• Table 16 NTN Subscriber Revenue by Device Type
• Table 17 NTN Subscriber Revenue by Primary Protocol
• Table 18 NTN Subscriber Revenue by Primary Service Tier
• Table 19 NTN Subscriber Revenue by Orbit
• Table 20 NTN Subscriber Revenue by Country
• Table 21 NTN Subscriber Revenue by Industry Sector
• Table 22 NTN Subscriber Annual ARPU by Satellite Network Operator
• Table 23 NTN Subscriber Annual ARPU by Device Type
• Table 24 NTN Subscriber Annual ARPU by Primary Protocol
• Table 25 NTN Subscriber Annual ARPU by Primary Service Tier
• Table 26 NTN Subscriber Annual ARPU by Orbit
• Table 27 NTN Subscriber Annual ARPU by Country
• Table 28 NTN Subscriber Annual ARPU by Industry Sector