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封面
市場調查報告書
商品編碼
2139021

衛星物聯網通訊市場（第六版）

The Satellite IoT Communications Market - 6th Edition
出版日期: | 出版商: Berg Insight | 英文 80 Pages | 商品交期: 最快1-2個工作天內

價格

本研究分析了衛星物聯網連接市場。研究涵蓋了44家衛星物聯網營運商，包括現有營運商和所有新建的低地球軌道（LEO）小型衛星星系。全球衛星物聯網通訊市場正以穩定強勁的速度成長。預計到2025年，全球衛星物聯網用戶將超過700萬人。衛星物聯網用戶預計將以43.1%的複合年成長率成長，到2030年達到4,200萬人。您可以找到有關衛星物聯網商業機會的最新資訊和趨勢。

本報告要點：

  • 對衛星物聯網通訊生態系統進行360度全方位概述。
  • 對44家衛星物聯網營運商的戰略分析
  • 關於新型低地球衛星星系影響的觀點
  • 最新產業趨勢與發展動態概述
  • 各公司市佔率及競爭趨勢的分析
  • 全面的全球和區域市場預測，直至2030年

摘要整理

地球表面積中只有約10%可用於地面通訊服務，因此衛星物聯網通訊領域仍蘊藏著龐大的商機。衛星通訊能夠有效補充偏遠地區的地面電波蜂窩和非蜂巢式網路，尤其適用於農業、資產追蹤、海運和多式聯運、油氣探勘、公共產業、建築以及政府機構等應用領域。除了現有的衛星通訊營運商外，目前還有20多家新參與企業正專注於物聯網通訊市場。本次調查涵蓋了44家衛星物聯網通訊營運商，其中僅有17家目前提供商業衛星物聯網通訊服務。

全球衛星物聯網通訊市場正以穩健強勁的速度成長。 2025年，全球衛星物聯網用戶突破700萬人。預計到2030年，衛星物聯網用戶將以43.1%的複合年成長率成長至4,200萬。同時，衛星物聯網連接服務的收入預計將從2025年的3.906億歐元成長到2030年的約20.2億歐元，複合年成長率為38.9%。然而，預計到2030年，每位用戶平均收入（ARPU）將下降至4.00歐元。銥星（Iridium）、ORBCOMM、Viasat和Globalstar是物聯網領域最大的衛星網路營運商。去年，銥星的用戶數成長了6%，以210萬用戶成為產業領導者。 ORBCOMM 最初是專業的衛星營運商，如今已轉型為端到端解決方案供應商，不僅在其自有衛星網路上提供服務，還作為 Viasat 等公司的經銷商合作夥伴。截至 2025 年第四季末，該公司透過其自有網路和 Viasat 網路擁有 9,500 億衛星物聯網用戶。 Viasat 目前未揭露其物聯網用戶數量。 Globalstar 的用戶數量已達 54 萬。其他擁有數萬連接用戶的營運商包括澳洲的 Myriota、法國的 Kineis 和阿拉伯聯合大公國的 Thuraya。

除了現有的衛星通訊營運商之外，市場上近期湧現許多新的項目。值得關注的項目包括AST SpaceMobile、Geespace、Hubble Networks、Kineis、Ligado Networks、Lynk、Myriota、Elveo Mobile、OQ Technology、Plan-S、Satelliot、Skylo和Starlink。其中許多項目都基於低地球軌道（LEO）小型衛星的概念。雖然有些計畫依賴自身的衛星通訊技術來支援物聯網設備，但也有一些公司開始利用地面無線物聯網通訊技術。例如，OQ Technology、AST SpaceMobile、Elveo Mobile、Satelliot、Ligado Networks、Skylo、Open Cosmos、Iridium、Terrestar Solutions、Geespace、Starlink（3GPP 4G/5G）、EchoStar Mobile、Fossa Systems、Lacuna Space、Innova Space、P-SHub Network）。

目錄

圖表一覽

摘要整理

第1章：物聯網衛星網路

  • 衛星物聯網技術簡介
  • 衛星物聯網衛星群
  • 衛星物聯網產業的投資與併購
  • 衛星物聯網的應用案例
  • 經營模式和專案策略
  • 服務啟動
  • 衛星設計與製造
  • 衛星物聯網模組和終端
  • 衛星物聯網連線定價範例

第2章 市場預測與趨勢

  • 市場分析
  • 區域趨勢
  • 未來產業趨勢

第3章：公司概況與策略

  • 歐洲衛星營運商
    • Apogeo Space
    • EchoStar Mobile
    • Eutelsat Group
    • Fossa Systems
    • Hispasat
    • Hydra Space Systems
    • IRIS2
    • Kineis
    • Lacuna Space
    • Open Cosmos
    • OQ Technology
    • Sateliot
    • SES
  • 北美衛星營運商
    • Amazon
    • AST SpaceMobile
    • eSAT Global
    • E-Space
    • Globalstar
    • Hubble Network
    • Ingenu
    • Iridium
    • Ligado Networks
    • Lynk (Elveo Mobile)
    • Omnispace (Elveo Mobile)
    • ORBCOMM
    • Skylo
    • Starlink (SpaceX)
    • Telesat
    • Terrestar Solutions
    • Viasat (Inmarsat)
  • 中國衛星營運商
    • Commsat
    • GalaxySpace
    • Geespace (Geely)
    • Guodian Tech
    • Guowang
    • Head Aerospace
    • Honghu-3
    • Qianfan
  • 其他全球衛星營運商
    • hiSky
    • Innova Space
    • Myriota
    • Plan-S
    • Roscosmos
    • Thuraya (Space42)

縮寫和簡稱列表

This study investigates the satellite IoT connectivity market. The research covers a total of 44 satellite IoT operators including both the incumbent operators and all the new LEO smallsat constellations. The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 7.0 million in 2025. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 43.1 percent to reach 42.0 million units in 2030. Get up to date with the latest information and trends about the satellite IoT business opportunity.

Highlights from the report:

  • 360-degree overview of the satellite IoT communications ecosystem.
  • Reviews of the strategies of 44 satellite IoT operators.
  • Perspectives on the impact of the new LEO satellite constellations.
  • Summary of the latest industry trends and developments.
  • Reviews of operator market shares and competitive dynamics.
  • Extensive global and regional market forecasts lasting until 2030.

Executive Summary

Only about 10 percent of the Earth’s surface has access to terrestrial connectivity services which leaves a massive opportunity for satellite IoT communications. Satellite connectivity provides a complement to terrestrial cellular and non-cellular networks in remote locations, especially useful for applications in agriculture, asset tracking, maritime and intermodal transportation, oil and gas industry exploration, utilities, construction and governments. Both incumbent satellite operators and more than two dozen new initiatives are now betting on the IoT connectivity market. This study covers a total of 44 satellite IoT operators. Only 17 of these offer commercial satellite IoT connectivity services today.

The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 7.0 million in 2025. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 43.1 percent to reach 42.0 million units in 2030. Satellite IoT connectivity revenues are at the same time forecasted to grow at a compound annual growth rate (CAGR) of 38.9 percent from € 390.6 million in 2025 to approximately € 2.02 billion in 2030. Meanwhile the monthly ARPU is expected to drop to € 4.00 by 2030. Iridium, ORBCOMM, Viasat and Globalstar are the largest satellite network operators in IoT. Iridium grew its subscriber base by 6 percent in the last year and reached the number one spot serving 2.1 million subscribers. Originally a dedicated satellite operator, ORBCOMM has transitioned into an end-to-end solution provider, delivering services on its own satellite network as well as being a reseller partner of Viasat and others. At the end of Q4-2025, the company had 950,000 million satellite IoT subscribers on its own and Viasat’s networks. Viasat does not currently report IoT subscribers. Globalstar reached 0.54 million subscribers. Other players with connections in the tens of thousands include for instance Myriota in Australia, Kineis in France and Thuraya in the UAE.

In addition to the incumbent satellite operators a number of new initiatives have appeared on the market recently. Examples of some high-profile projects are AST SpaceMobile, Geespace, Hubble Network, Kineis, Ligado Networks, Lynk, Myriota, Elveo Mobile, OQ Technology, Plan-S, Sateliot, Skylo and Starlink. Many of these are based on low-earth orbit smallsat concepts. While some rely on proprietary satellite connectivity technologies to support IoT devices, several are starting to leverage terrestrial wireless IoT connectivity technologies. Examples include OQ Technology, AST SpaceMobile, Elveo Mobile, Sateliot, Ligado Networks, Skylo, Open Cosmos, Iridium, Terrestar Solutions, Geespace and Starlink (3GPP 4G/5G); EchoStar Mobile, Fossa Systems, Lacuna Space, Innova Space and Plan-S (LoRa); and Hubble Network (Bluetooth).

Table of Contents

List of Figures

Executive Summary

1 Satellite Networks for the Internet of Things

  • 1.1 Introduction to satellite IoT technologies
    • 1.1.1 Traditional GEO constellations
    • 1.1.2 The new age of large LEO constellations
  • 1.2 Satellite IoT constellations
    • 1.2.1 Satellite orbit types
    • 1.2.2 Space junk challenges
    • 1.2.3 Frequency bands
    • 1.2.4 Latency
    • 1.2.5 Coverage and capacity
    • 1.2.6 Protocol choices and standards
  • 1.3 Investments and M&As in the satellite IoT industry
  • 1.4 Use cases for satellite IoT
  • 1.5 Business models and project strategies
  • 1.6 Launch services
  • 1.7 Satellite design and manufacturing
  • 1.8 Satellite IoT modules and terminals
  • 1.9 Satellite IoT connectivity pricing examples

2 Market Forecasts and Trends

  • 2.1 Market analysis
    • 2.1.1 The incumbent satellite IoT operators
    • 2.1.2 The new space race boosted by numerous new LEO constellations
    • 2.1.3 Mobile operators partner with satellite IoT players to extend coverage
    • 2.1.4 Governments invest in satellite IoT infrastructure
    • 2.1.5 Some satellite IoT constellations have been discontinued or repositioned
    • 2.1.6 Satellite IoT subscriber forecasts
    • 2.1.7 Satellite IoT operator market shares
  • 2.2 Regional trends
    • 2.2.1 Europe
    • 2.2.2 North America
    • 2.2.3 China
    • 2.2.4 Rest of World
  • 2.3 Future industry trends

3 Company Profiles and Strategies

  • 3.1 European satellite operators
    • 3.1.1 Apogeo Space
    • 3.1.2 EchoStar Mobile
    • 3.1.3 Eutelsat Group
    • 3.1.4 Fossa Systems
    • 3.1.5 Hispasat
    • 3.1.6 Hydra Space Systems
    • 3.1.7 IRIS2
    • 3.1.8 Kineis
    • 3.1.9 Lacuna Space
    • 3.1.10 Open Cosmos
    • 3.1.11 OQ Technology
    • 3.1.12 Sateliot
    • 3.1.13 SES
  • 3.2 North American satellite operators
    • 3.2.1 Amazon
    • 3.2.2 AST SpaceMobile
    • 3.2.3 eSAT Global
    • 3.2.4 E-Space
    • 3.2.5 Globalstar
    • 3.2.6 Hubble Network
    • 3.2.7 Ingenu
    • 3.2.8 Iridium
    • 3.2.9 Ligado Networks
    • 3.2.10 Lynk (Elveo Mobile)
    • 3.2.11 Omnispace (Elveo Mobile)
    • 3.2.12 ORBCOMM
    • 3.2.13 Skylo
    • 3.2.14 Starlink (SpaceX)
    • 3.2.15 Telesat
    • 3.2.16 Terrestar Solutions
    • 3.2.17 Viasat (Inmarsat)
  • 3.3 Chinese satellite operators
    • 3.3.1 Commsat
    • 3.3.2 GalaxySpace
    • 3.3.3 Geespace (Geely)
    • 3.3.4 Guodian Tech
    • 3.3.5 Guowang
    • 3.3.6 Head Aerospace
    • 3.3.7 Honghu-3
    • 3.3.8 Qianfan
  • 3.4 Rest of World satellite operators
    • 3.4.1 hiSky
    • 3.4.2 Innova Space
    • 3.4.3 Myriota
    • 3.4.4 Plan-S
    • 3.4.5 Roscosmos
    • 3.4.6 Thuraya (Space42)

List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: The main satellite orbits
  • Figure 1.2: Orbiting objects
  • Figure 1.3: Satellite frequency bands
  • Figure 1.4: Latency for satellite networks
  • Figure 1.5: Latest funding rounds for satellite IoT operators (2019–2026)
  • Figure 1.6: Financial data for satellite operators (2026)
  • Figure 1.7: M&As in the satellite IoT connectivity industry (2019–2024)
  • Figure 2.1: Announced satellite IoT partnerships
  • Figure 2.2: Satellite IoT subscriber forecast, by region (World 2024–2030)
  • Figure 2.3: Satellite IoT subscriber forecast, by vertical (World 2024–2030)
  • Figure 2.4: Satellite IoT connectivity revenue forecast (World 2024–2030)
  • Figure 2.5: Satellite network operators by IoT subscriber base (Q4-2025)
  • Figure 3.1: Satellite operators in Europe
  • Figure 3.2: Satellite operators in North America
  • Figure 3.3: The AFNIO constellation by Ingenu
  • Figure 3.4: Satellite operators in China
  • Figure 3.5: Satellite operators in Rest of World
  • Figure 3.6: Plan-S satellites
  • Figure 3.7: Connecta IoT Network Modem