Product Code: MD-NTNDC-101
Actionable Benefits:
- Identify which regions, handset Original Equipment Manufacturer (OEMs), and chipset vendors are positioned to drive Direct-to-Device (D2D) adoption.
- Quantify the opportunity for paid Non-Terrestrial Network (NTN) subscriptions and NTN subscriber revenue by handset OEM.
- Benchmark NTN smartphone OEM and chipset vendor performance across shipments, installed base, and Average Selling Price (ASP) trends.
- Inform forecasting and investment decisions with a clear view of how NTN smartphone and chipset demand is scaling over time.
Critical Questions Answered:
- Which smartphone OEMs and chipset vendors are leading the NTN-enabled device market?
- How are NTN smartphone shipments, installed base, and ASPs expected to evolve over the forecast period?
- What are the regional, orbit, and sector splits looking like through the forecast period for shipments and installed base?
Research Highlights:
- Granular market data covering NTN-capable smartphone shipments, installed base, and ASPs.
- NTN smartphone and chipset catalog with release dates, average retail prices, supported orbits, and NTN standards.
- List of Satellite Network Operator (SNO) and Mobile Network Operator (MNO) partnerships, including region/country, agreement type, commercial stage, launch date, and number of days in service.
Who Should Read This?
- Smartphone OEMs evaluating NTN product strategy, portfolio planning, and competitive positioning.
- Chipset vendors assessing market share opportunities, and long-term demand outlook.
- Satellite operators, connectivity providers, and ecosystem partners tracking the adoption of NTN-enabled consumer devices.
- Strategy, product, and investment teams seeking reliable market sizing and forecasts for the NTN smartphone and chipset opportunity.
TABLE OF CONTENTS
Tables
- Table 1 Starlink MNO Partnerships and Commercial Service Status
- Table 2 AST SpaceMobile MNO Partnerships and Commercial Service Status
- Table 3 Lynk Global MNO Partnerships and Commercial Service Status
- Table 4 Skylo Technologies MNO Partnerships and Commercial Service Status
- Table 5 Iridium MNO Partnerships and Commercial Service Status
- Table 6 Globalstar MNO Partnerships and Commercial Service Status
- Table 7 China Space-Time Information BeiDou MNO Partnerships and Commercial Service Status
- Table 8 China Telecom Tiantong-1 MNO Partnerships and Commercial Service Status
- Table 9 NTN-Capable Smartphone Shipments
- Table 10 NTN-Capable Smartphone Installed Base
- Table 11 NTN-Capable Smartphone ASP
- Table 12 Paid NTN Subscriptions
- Table 13 Paid NTN Subscriber Revenue
- Table 14 NTN-Capable Smartphone Shipments by Region
- Table 15 NTN-Capable Smartphone Installed Base by Region
- Table 16 NTN-Capable Smartphone Shipments by Orbit
- Table 17 NTN-Capable Smartphone Installed Base by Orbit
- Table 18 NTN-Capable Smartphone Shipments by Sector
- Table 19 NTN-Capable Smartphone Installed Base by Sector
- Table 20 NTN-Capable Chipset Shipments
- Table 21 NTN-Capable Chipset Installed Base
- Table 22 NTN-Capable Chipset ASP
- Table 23 NTN-Capable Chipset Shipments by Region
- Table 24 NTN-Capable Chipset Installed Base by Region
- Table 25 NTN-Capable Chipset Shipments by Orbit
- Table 26 NTN-Capable Chipset Installed Base by Orbit
- Table 27 NTN-Capable Chipset Shipments by Sector
- Table 28 NTN-Capable Chipset Installed Base by Sector
- Table 29 NTN-Capable Smartphone Shipments by Vendor
- Table 30 NTN-Capable Chipset Shipments by Vendor
- Table 31 Catalog of NTN-Capable Smartphones
- Table 32 Catalog of NTN-Capable Chipsets
Charts
- Chart 1 NTN-Capable Smartphone Shipments
- Chart 2 NTN-Capable Smartphone Installed Base
- Chart 3 NTN Subscriptions
- Chart 4 NTN Subscriptions Revenue
- Chart 5 NTN-Capable Chipset Shipments
- Chart 6 NTN-Capable Chipset Installed Base
- Chart 7 NTN-Capable Smartphone Market Shares by Vendor
- Chart 8 NTN-Capable Chipset Market Shares by Vendor