衛星D2D（直接到設備）：市場數據概覽（2026年第三季）

Satellite Direct-to-Device Market Data Overview: 3Q 2026

出版日期: 2026年07月13日 | 出版商:

ABI Research | 英文 | 商品交期: 最快1-2個工作天內

價格

簡介目錄

本報告研究了全球衛星 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。
這樣，您就可以評估免費/設備標準、捆綁式和獨立式 D2D 服務在採用潛力、對每用戶 ARPU 的貢獻以及長期盈利機會方面的差異。
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，全球衛星 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：

2035 年全球衛星 D2D 連線預測：通訊業者、地區、服務層級、主要連接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（如免費/標準設備模式、捆綁模式和獨立附加合約模式）進行比較分析：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。

本產品旨在與以下衛星直接到設備配合使用：所有地區 (MD-SATCN-104)、北美 (MD-SATCNA-101)、拉丁美洲 (MD-SATCLA-101)、亞太地區 (MD-SATCAP-101)、西歐 (MD-SATCWE-101)、東歐 (MD-SATCAP-101)、西歐 (MD-SATCWE-101)、東歐 (MD-SATCEE-101-101-1016-1016-1016-1016-10116-101129-101195-101129-101195-10129-1016-10129-10119-101195-1013)。

主要發現

什麼是新的

重要預測

調查方法

定義

簡介目錄

Product Code: PT-4057

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.

This is meant to be read in conjunction with Satellite Direct-to-Device