面向消費者的衛星直接分散式服務：趨勢與預測（2024-2034）

預計到 2030 年，面向消費者的直接分散式語音和數據服務將得到廣泛應用，創造數十億美元的收入機會。

本報告按地區和細分市場，對 2024 年至 2034 年的衛星直接分散式 (D2D) 服務流量和收入進行了預測。該報告還深入分析了標準化、頻譜、技術和商業模式等方面的未來市場發展趨勢，旨在為所有 D2D 營運商的策略和合作夥伴選擇提供參考。這些洞察是基於 Analysys Mason 在通訊、媒體和技術趨勢方面的豐富經驗，並輔以產業訪談和對近期發展的全面研究。

報告概述

• 2024年至2034年衛星消費者D2D流量及服務收入預測（按地區及區隔市場劃分）
• 對未來市場在標準化、頻譜、技術和商業模式方面的發展預期
• 為行動網路營運商 (MNO)、原始設備製造商 (OEM) 和其他電信生態系統利害關係人提供擴大D2D市場參與度的建議

目標指標

• 流量
• 服務收入

依垂直產業劃分的市場

• 消費者

細分市場

• 應急提醒
• 訊息
• 通話
• 漫遊數據
• 已斷線的用戶

地理區域

• 亞洲
• 歐洲
• 拉丁美洲 (LAM)
• 中東和非洲 (MEA)
• 北美 (NAM)

本報告解答的問題

• 新興的衛星D2D消費市場有哪些收入機會？
• 哪個地區的D2D服務收入成長潛力最大？
• 哪些科技發展將塑造市場的未來？市場參與者應如何因應這種變化？
• 主要的商業模式和策略是什麼？

本報告的目標受眾

• 衛星營運商
• 行動網路營運商 (MNO) 和其他營運商
• 晶片組和組件供應商
• 原始設備製造商 (OEM) 和基礎設施供應商
• 監管機構和其他 D2D 行業利益相關者

重點公司

Anatel、蘋果、AST Space Mobile、中國電信、Claro、德國電信、Globalstar、谷歌、華為、銥星、KDDI、領航、聯發科、MTN、One NZ、高通、羅傑斯、三星、Skylo、Space 42、星鏈、stc、Telstra、天通、TIM、T-gin、Viria (VMO2)、沃達豐、Zain、中興通訊

"Consumer D2D voice and data services will become widely accessible by 2030, opening up multi-billion-dollar revenue opportunities."

This report provides forecasts on the traffic and revenue for satellite direct-to-device (D2D) services between 2024 and 2034, by region and segment. It also includes our expectations for future market evolution with respect to standardisation, spectrum, technologies and business models to inform all D2D players' strategies and partnership choices.

The insights are derived from Analysys Mason's broad knowledge of telecoms, media and technology trends, supplemented by interviews with industry participants and comprehensive reviews of recent sector developments.

Report overview

• Projections for satellite consumer D2D traffic and service revenue between 2024 and 2034, by region and segment
• Expectations for future market evolution with respect to standardisation, spectrum, technologies and business models
• Recommendations for mobile network operators (MNOs), original equipment manufacturers (OEMs) and other players in the telecoms ecosystem on how to expand into the D2D market

Coverage

Metrics

• Traffic
• Service revenue

Verticals

• Consumer

Segments

• Emergency alerts
• Messages
• Calls
• Roaming data
• Unconnected users

Geographical regions

• Asia
• Europe
• Latin America (LAM)
• Middle East and Africa (MEA)
• North America (NAM)

Questions answered in this report

• What is the revenue opportunity for the emerging satellite D2D consumer market?
• Which region has the largest revenue growth potential for D2D services?
• What are the technology developments that will shape the future of the market and how should players respond to this evolution?
• What are the main business models and strategies?

Who should read this report

• Satellite operators
• MNOs and other telecoms operators
• Chipset and parts vendors
• OEMs and infrastructure vendors
• Regulators and other D2D industry players

Companies mentioned

Anatel, Apple, AST Space Mobile, China Telecom, Claro, Deutsche Telekom, Globalstar, Google, Huawei, Iridium, KDDI, Lynk, MediaTek, MTN, One NZ, Qualcomm, Rogers, Samsung, Skylo, Space 42, Starlink, stc, Telstra, Tiantong, TIM, T-Mobile, Viasat, Virgin Media O2 (VMO2), Vodafone, Zain, ZTE.