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市場調查報告書
商品編碼
1322956
物聯網衛星連接的全球市場Global IoT Satellite Connectivity Market |
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低軌道（LEO）衛星巨型星座、低功率廣域網路（LPWAN）整合和生態系統協調增加了物聯網衛星連接的未來成長潛力
由於低軌道 (LEO) 巨型星座的建設和發射取得進展，物聯網衛星連接市場在全球範圍內受到關注。物聯網生態系統採用 LEO 衛星技術，因為它具有節省成本和新收入來源的優勢。
低功率廣域網路 (LPWAN) 和蜂巢式物聯網等標準之間的協作推動市場成長。由於雙模功能的優勢，企業部署混合地面衛星網路，可以在 LPWAN 和/或蜂巢式網路覆蓋較差的地區實現新的物聯網用例，並增強連接彈性。例如，專有的LPWAN（LoRaWAN（R）、RPMA（R）、Sigfox等）和蜂巢式物聯網（NB-IoT）將在2021年、2022年和2023年與衛星網路整合。
儘管物聯網衛星生態系統不斷發展，但 84.5%的連接由四家物聯網衛星網路營運商（Inmarsat、Iridium、Orbcomm 和 Globalstar）佔據。在生態系統中，一些新興企業利用低地球軌道衛星為物聯網設備提供連接。其他新興企業利用 LEO 衛星透過 LPWAN 連接設備（例如 Skylo 提供基於 NB-IoT 的連接）或將衛星網路與 LPWAN 技術整合（例如 Swarm Technologies 提供整合 Semtech 的 LoRa (R) 技術的衛星連接，新興企業Ingenu構建LEO 衛星將承載 RPMA (R) 技術）。
其他傳統衛星營運商為物聯網用例提供衛星連接，並與主要營運商（例如Intelsat 與Deutsche Telekom、Telefonica 和 TIM 簽訂了單獨的契約）擴大偏遠地區的蜂巢式連接。
調查範圍
這項研究解釋了物聯網衛星連接市場在連接設備和訂閱數量方面如何發展。涵蓋了影響市場的關鍵促進因素和抑制因素、最相關的市場進入者的公司概況、營運商在衛星物聯網方面的舉措等等。
它還討論了以下方面的成長機會：
- 使用支持物聯網的標籤監控牲畜
- 綜合車隊管理解決方案
- 石油和天然氣行業的管道監測
目錄
戰略問題
- 為什麼成長如此困難？
- The Strategic Imperative 8 (TM)
- 物聯網衛星連接行業的戰略挑戰：三大影響
- 成長管道引擎 (TM)：成長機會加速
市場定義
- 衛星通訊
- 衛星在三個軌道上運行
- 衛星軌道示意圖
物聯網連接行業
- 物聯網生態系統的多個組成部分
- 物聯網連接選項
物聯網衛星連接服務
- 物聯網衛星連接概念
- LEO 建立巨型星座
- LEO衛星網路連接解決方案創造市場機會
- LPWAN 和衛星連接的融合
成長機會分析
- 成長促進因素
- 生長抑制因素
- 物聯網衛星連接
- 分析物聯網衛星連接
- 物聯網衛星連接訂閱
- 物聯網衛星用戶分析
物聯網衛星網路營運商簡介
- Iridium Communications簡介
- Orbcomm簡介
- Inmarsat簡介
- Globalstar簡介
其他
- Intelsat簡介
- Skylo簡介
電信營運商在衛星物聯網方面的努力
- TIM Brasil：與衛星營運商合作的Sky Coverage Initiative
- AT&T：與 AST SpaceMobile 合作，透過 LEO 衛星連接遠程農業和機械
- Telefonica/Sateliot：使用衛星網路測試 NB-IoT 和 5G 連接服務
- Verizon：利用亞馬遜的 Project Kuiper 進行蜂巢式回程和農村連接
充滿成長機會的宇宙
- 成長機會1：使用支持物聯網的標籤進行牲畜監控
- 成長機會2：綜合車隊管理解決方案
- 成長機會3：油氣管道監測
- 圖表列表
- 免責聲明
Low Earth Orbit (LEO) Satellite Mega-constellations, Low-Power Wide-Area Network (LPWAN) Integration, and Ecosystem Collaboration Boost the Future Growth Potential of IoT Satellite Connectivity
The IoT satellite connectivity market is gaining traction worldwide with advances in low earth orbit (LEO) mega-constellation construction and launch. The IoT ecosystem is adopting LEO satellite technology for its advantages, such as cost reduction and new revenue stream creation.
Collaboration between standards, which include low-power wide-area network (LPWAN) and cellular IoT, is propelling growth in the market. Businesses are deploying hybrid terrestrial and satellite networks due to the benefits of dual-mode capability in enabling new IoT use cases in areas with deficient LPWAN and/or cellular network coverage or enhanced connectivity resiliency. For example, proprietary LPWAN (e.g., LoRaWAN®, RPMA®, and Sigfox) and cellular IoT (NB-IoT) have been integrated with satellite networks in 2021, 2022, and 2023.
The IoT satellite ecosystem is developing; however, 84.5% of the connections are with 4 IoT satellite network operators, which are Inmarsat, Iridium, Orbcomm, and Globalstar. In the ecosystem, some start-ups leverage LEO satellites to provide connectivity for IoT devices. Other start-ups use LEO satellites to connect devices with LPWAN (e.g., Skylo offers NB-IoT-based connectivity) or integrate satellite networks with LPWAN technology (e.g., Swarm Technologies delivers satellite connectivity integrating Semtech's LoRa® technology, or Ingenu, a start-up, builds LEO satellites to host its RPMA® technology).
Other traditional satellite operators offer satellite connectivity for IoT use cases to expand cellular connectivity in remote locations with leading telecom operators (e.g., Intelsat, which signed separate deals with Deutsche Telekom, Telefonica, and TIM).
Research Scope
This study describes how the IoT satellite connectivity market is evolving in terms of connected devices and subscriptions. It covers the main drivers and restraints affecting the market, company profiles of the most relevant participants, and telco initiatives on satellite IoT.
In addition, this report discusses the following growth opportunities:
- Livestock monitoring with IoT-enabled tags
- Integrated fleet management solutions
- Oil and gas industry pipeline monitoring
Table of Contents
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the IoT Satellite Connectivity Industry
- Growth Opportunities Fuel the Growth Pipeline Engine™
Market Definition
- Satellite Communications
- Satellites Operate in 3 Orbits
- Satellite Orbit Map
IoT Connectivity Industry
- Multiple Components of an IoT Ecosystem
- IoT Connectivity Options
IoT Satellite Connectivity Services
- IoT Satellite Connectivity Concept
- Mega-constellations with LEOs are Gaining Ground
- LEO Satellite Network Connectivity Solutions Create Market Opportunities
- LPWAN and Satellite Connectivity Convergence
Growth Opportunity Analysis
- Growth Drivers
- Growth Restraints
- IoT Satellite Connections
- IoT Satellite Connectivity Analysis
- IoT Satellite Connectivity Subscriptions
- IoT Satellite Subscribers Analysis
IoT Satellite Network Operator Profiles
- Iridium Communications Profile
- Orbcomm Profile
- Inmarsat Profile
- Globalstar Profile
Other
- Intelsat Profile
- Skylo Profile
Telcos' Initiatives on Satellite IoT
- TIM Brasil's Sky Coverage Initiative With Satellite Operators
- AT&T Partners With AST SpaceMobile to Connect Remote Agriculture and Machinery with LEO's Satellites
- Telefonica and Sateliot Test NB-IoT and 5G Connectivity Services Using Satellite Network
- Verizon Harnesses Amazon's Project Kuiper for Cellular Backhaul and Rural Connectivity
Growth Opportunity Universe
- Growth Opportunity 1: Livestock Monitoring with IoT-enabled Tags
- Growth Opportunity 2: Integrated Fleet Management Solutions
- Growth Opportunity 3: Oil and Gas Industry Pipeline Monitoring
- List of Exhibits
- Legal Disclaimer
