衛星D2D（直接到設備）：北美

本報告分析了北美衛星 D2D（直接到設備）市場，包括衛星 D2D 連接的趨勢和預測、通訊業者、地區、服務級別、主要連接協議、設備類型分類的細分市場、主要運營商定位分析、D2D 服務模式比較分析以及衛星 D2D 在各種設備上的部署狀態分析。

實際益處：

• 本報告重點分析了有望推動D2D（直接到設備）網路普及的地區、通訊業者和服務模式。報告尤其關注北美市場的領先地位，以及行動通訊業者（MNO）與衛星營運商之間的合作關係所扮演的角色。
• 您可以評估免費/原生、捆綁和獨立 D2D 服務在採用潛力、每用戶 ARPU 貢獻以及長期獲利機會方面的差異。
• 隨著市場向高速 D2D 服務轉變，您可以比較非地面物聯網網路 (IoT-NTN)、NR-NTN、衛星 LTE 和專有衛星連接協定對業務的影響。
• 根據連線數量的預期成長以及服務溢價的潛力，您可以優先考慮智慧型手機、穿戴式裝置、汽車、平板電腦和新興裝置類別的 D2D 策略。
• 用途別通訊業者的連線數預測、服務等級分析、ARPU 假設和付費訂閱模式，我們可以量化衛星 D2D 服務的商機。

主要問題解答：

• 2025 年至 2035 年間，北美衛星 D2D 連線數量將以多快的速度成長？哪個地區將佔最大的市場佔有率？
• 目前哪些業者在衛星D2D市場處於領先地位？此外，Skylo、Starlink Mobile、天通北斗、Apple/Globalstar、領航全球、Space42和其他業者在連線數量上有何不同？
• 哪一種 D2D 服務層級最具獲利潛力？通訊業者應如何在廣泛採用和提高 ARPU（每用戶平均收入）之間取得平衡？
• 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？
• 智慧型手機、汽車、穿戴式裝置、平板電腦或其他連網設備，哪一類將帶來最大的 D2D 連線和商機？

研究亮點：

• 北美衛星 D2D 連線預測（至 2035 年）：通訊業者、地區、服務等級、主要連線協定和設備類型分類。
• 2025 年 Skylo、Starlink Mobile、天通北斗、Apple/Globalstar、Lynk Global、Space42 和其他營運商在 D2D 市場中的定位評估。
• 對 D2D 服務模式進行比較分析，包括免費/原生、捆綁和獨立附加合約模式：包括它們對 ARPU 和採用路徑的影響。
• 到 2035 年，IoT-NTN、NR-NTN、衛星 LTE 和專有協定的 D2D 連線預測。
• 衛星 D2D 在智慧型手機、汽車、平板電腦、穿戴式裝置和其他裝置中的部署：包括對聯網汽車和穿戴式裝置的新商機的分析。

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 North America’s satellite D2D connections grow between 2025 and 2035, and which country 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 North America’s 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-Connected Devices by Satellite Network Operator
• Table 2 NTN-Connected Devices by Primary Protocol
• Table 3 NTN-Connected Devices by Primary Service Tier
• Table 4 NTN-Connected Devices by Orbit
• Table 5 NTN-Connected Devices by Country
• Table 6 NTN-Connected Devices by Industry Sector
• Table 7 Paid NTN Subscribers by Satellite Network Operator
• Table 8 Paid NTN Subscribers by Primary Protocol
• Table 9 Paid NTN Subscribers by Primary Service Tier
• Table 10 Paid NTN Subscribers by Orbit
• Table 11 Paid NTN Subscribers by Country
• Table 12 Paid NTN Subscribers by Industry Sector
• Table 13 NTN Subscriber Revenue by Satellite Network Operator
• Table 14 NTN Subscriber Revenue by Primary Protocol
• Table 15 NTN Subscriber Revenue by Primary Service Tier
• Table 16 NTN Subscriber Revenue by Orbit
• Table 17 NTN Subscriber Revenue by Country
• Table 18 NTN Subscriber Revenue by Industry Sector
• Table 19 NTN Subscriber Annual ARPU by Satellite Network Operator
• Table 20 NTN Subscriber Annual ARPU by Primary Protocol
• Table 21 NTN Subscriber Annual ARPU by Primary Service Tier
• Table 22 NTN Subscriber Annual ARPU by Orbit
• Table 23 NTN Subscriber Annual ARPU by Country
• Table 24 NTN Subscriber Annual ARPU by Industry Sector