衛星D2D：西歐

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，西歐的衛星 D2D 連線數量將以多快的速度成長？哪個國家將佔據最大的市場佔有率？
• 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，哪一類將產生最大的 D2D 連線和商機？

調查要點：

• 預計到 2035 年西歐衛星 D2D 連線數量（通訊業者、地區、服務等級、主要連線協定和設備類型分類）
• 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、與套餐捆綁的 SOS 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。
• 智慧型手機、穿戴式裝置、平板電腦和連網型設備的原始裝置製造商正在評估嵌入式衛星通訊和緊急 SOS 功能的商業性機會。
• 這是為汽車製造商 (OEM) 的連接、資訊娛樂和遠端資訊處理團隊準備的，他們正在評估衛星 D2D 作為高級聯網汽車服務或未來捆綁式附加元件服務。
• 該團隊負責通訊業者的基礎設施、頻段和標準化，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 Unit (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 Western Europe satellite D2D connections grow between 2025 and 2035, and which countries 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 Western Europe 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 OEMs evaluating the commercial opportunity for embedded satellite connectivity and emergency SOS capabilities.
• Automotive Original Equipment Manufacturer (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