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市場調查報告書
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1850361

行動衛星服務：市場佔有率分析、產業趨勢、統計數據和成長預測（2025-2030 年）

Mobile Satellite Services - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年，行動衛星服務市場規模將達到 52.9 億美元，到 2030 年將擴大到 74.6 億美元，年複合成長率為 7.12%。

行動衛星服務市場-IMG1

從以語音為中心的鏈路到寬頻和直接設備間連接的快速轉變正在重塑需求模式，同時降低對地面電波回程傳輸的依賴。 3GPP 非地面網路標準的商業化、低地球軌道 (LEO)衛星群發射成本的急劇下降，以及農村和沿海地區持續存在的連接缺口，都在擴大移動衛星服務的市場機會。隨著安全主權鏈路從可自由支配的支出轉變為戰略基礎設施，政府採購週期正在加快；企業數位化專案也開始將通訊容量納入預算，作為應對光纖和行動電話中斷的標準保障。此外，來自垂直整合的 LEO 營運商日益激烈的競爭，正迫使傳統的地球靜止軌道衛星營運商對其衛星群技術進行現代化改造，採用軟體定義有效載荷，並將多軌道容量打包到基本契約中。

全球行動衛星服務市場趨勢與洞察

衛星網路和地面移動網路的融合日益加深

主要亮點

  • 隨著美國聯邦通訊委員會(FCC) 於 2024 年採納「太空補充覆蓋」框架，允許在地面移動頻段開展二次性衛星業務，天基網路與地面網路之間的無縫切換已從概念邁向早期商業性現實。 AT&T 和 Verizon 已開啟使用 AST Space Mobile 的L波段和 S 波段有效載荷進行全國漫遊試驗的大門，以便在基地台故障時提供簡訊服務。衛星通訊業者的批發收益得以增加，而通訊業者無需資本支出即可增強其覆蓋範圍。由此形成良性循環，模糊了地面電波網路和非地面電波網路之間的傳統界限，並擴大了行動衛星服務的市場。

政府和國防部門對安全鏈路的需求日益成長

在多次地緣政治衝突暴露了對外國業者的依賴之後，對自主連結的需求激增。歐盟委員會核准了106億歐元（113億美元）的多軌道IRIS2項目，該項目將為政府機構、緊急服務部門和關鍵基礎設施提供加密寬頻。美國、日本和印度也有類似的採購計劃，這些計劃都明確要求採用抗量子加密和多軌道冗餘技術。 SES於2025年初完成了對國際通訊衛星組織（Intelsat）的收購，交易金額達31億美元，此舉增強了其政府業務組合，並透過單一管道合約提供了地球同步軌道、城域軌道和低地球軌道三層網路容量。因此，高利潤的政府合約支撐著衛星群的升級，並擴大了行動衛星服務市場的潛在收益來源。

傳統MSS系統之間缺乏互通性

由於L波段、S波段和Ku波段閘道之間缺乏互通性，擁有跨洲機隊的公司仍依賴多個終端。儘管行動衛星服務協會（MSSA）於2024年成立，旨在倡導漫遊標準，但晶片組碎片化問題依然存在，推高了貨運公司和航空公司在多個地區的總體擁有成本。如果沒有無縫漫遊，行動衛星服務市場的價值仍然低於地面電波行動電話，後者只需一張SIM卡即可提供全球存取。多模終端正在興起，但認證、天線設計的妥協以及有限的生產規模都減緩了其普及速度。

細分市場分析

到2024年，數據連接將佔總收入的63.4%，這表明寬頻和串流媒體服務在行動衛星服務市場中正成為客戶預算的核心。各公司正在預留高吞吐量電路用於回程傳輸，例如視訊監控、船員社會福利存取和遠端軟體更新等，這些服務原本無法使用。語音服務在海上遇險和駕駛座安全領域仍佔有一席之地，但按頻寬的合約正在取代按分鐘收費。物聯網/機器對機器（IoT/M2M）合約成長最快，到2030年複合年成長率將達到12.4%，這主要得益於農業、採礦和公共產業不斷擴大其遠端感測器叢集。每個新的感測器模組都能增加收益，而衛星營運成本卻微乎其微。因此，儘管每個設備的平均收益較低，但物聯網終端的行動衛星服務市場規模預計將顯著成長。

視訊和數據的成長正推動營運商採用再生有效載荷，使其能夠在衛星上處理流量並減少地面瓶頸。中國發射了12顆人工智慧增強型低地球軌道衛星，吞吐量達744 TOPS，展示了軌道邊緣運算技術。該技術透過提高頻譜效率，使營運商無需額外頻譜分配即可自由出售額外的吞吐量。靈活的軟體定義樞紐使得容量能夠在幾分鐘內從季節性航道重新部署到颶風災後重建區，從而提高利用率。向容量即服務合約的轉變也激勵獎勵提供效能保證，而不是像雲端處理那樣提供盡力而為的連結。總而言之，這些轉變鞏固了數據的主導地位，並支持了到2030年數據將佔行動衛星服務市場60%的預測。

行動衛星服務市場報告按服務類型（語音、數據、寬頻、其他）、頻率類型（ L波段、S 波段、其他）和最終用戶垂直行業（海事、航空、政府和國防、其他）進行細分。

區域分析

2024年，北美在行動衛星服務市場維持了38.1%的佔有率，這主要得益於國防部的一項大型合約、完善的監管機制以及早期進行的直接設備連接試驗。美國佔了該地區收益的大部分，這主要得益於能源管道和緊急應變網路中的衛星廣播服務。加拿大透過在其北部地區推行普遍服務指令擴大了需求，而墨西哥則利用共用衛星容量連接山區社區。區域C波段衛星補給增加了下行頻寬，使營運商無需發射新的太空船即可擴展面向消費者的寬頻服務。

亞太地區預計將以10.2%的複合年成長率成為所有地區中最快的，這主要得益於各國政府追求數位主權以及私人企業集團推進物流數位化。衛星發射率保持強勁，KDDI等區域企業已將「au Starlink Direct」商業化，向日本山區一般智慧型手機用戶發送訊息。中國透過增設高通量Ka波段衛星來提升通訊能力，以支持其「一帶一路」計劃；印度對Bharti Airtel與SpaceX達成協議以擴大農村寬頻覆蓋範圍表示歡迎。東南亞群島國家簽署了一項採購框架協議，將災害救援、漁業監測和學校網路連接等能力整合到一份主權合約中。

在歐洲，IRIS2安全計畫推動了強勁的機構需求。歐洲全球導航衛星系統局加快了對量子安全上行鏈路研究的津貼，SpaceRISE聯盟開始建立一個結合地球同步軌道（GEO）、中地球軌道（MEO）和低地球軌道（LEO）的多軌道網路。中東通訊業者與歐洲船隊合作，在紅海新航線上提供海上通訊；非洲通訊業者從歐洲供應商採購Ka波段容量，以彌補國內光纖網路的不足。拉丁美洲在颶風區部署了抗災衛星網路；安第斯山脈國家則採用L波段手持通訊電話，用於微波鏈路無法覆蓋的地區進行緊急應變。

其他福利：

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 衛星和地面移動網路融合的進展
    • 政府和國防當局對安全鏈路的需求日益成長
    • 遠端物聯網/機器對機器資產的連接需求日益成長
    • 抗災通訊計畫的激增
    • 3GPP-NTN 標準支援直接向設備發送 MSS 訊號
    • 低地球軌道窄頻星座可減少延遲和成本。
  • 市場限制
    • 傳統MSS系統之間缺乏互通性
    • 加強對頻譜和軌道槽位的監管
    • 相位陣列天線會增加用戶終端成本。
    • 太空碎片減緩規則增加了發射保險成本
  • 價值鏈分析
  • 監管格局
  • 技術展望
  • 波特五力分析
    • 買方的議價能力
    • 供應商的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭

第5章 市場規模與成長預測

  • 透過服務
    • 嗓音
    • 數據
    • 寬頻
    • IoT/M2M
  • 按頻寬
    • L波段
    • S波段
    • Ku波段
    • Ka波段
  • 按最終用戶產業
    • 海上
    • 航空
    • 政府和國防部
    • 商業與能源
    • 陸運
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 俄羅斯
      • 其他歐洲地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • ASEAN
      • 其他亞太地區
    • 中東
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 土耳其
      • 其他中東地區
    • 非洲
      • 南非
      • 奈及利亞
      • 其他非洲國家

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Inmarsat plc
    • Iridium Communications Inc.
    • Globalstar Inc.
    • EchoStar Mobile Ltd
    • Thuraya Telecommunications Co.
    • Intelsat SA
    • ORBCOMM Inc.
    • ViaSat Inc.（Incl. ViaSat UK）
    • Ericsson（Satellite IoT）
    • SES SA
    • Eutelsat Group
    • Hughes Network Systems
    • OneWeb
    • AST SpaceMobile
    • Ligado Networks
    • Telesat Lightspeed
    • Skylo Technologies
    • Qualcomm Inc.（Snapdragon Satellite）
    • SpaceX-Starlink Direct-to-Cell
    • Thales Alenia Space

第7章 市場機會與未來展望

簡介目錄
Product Code: 63679

The mobile satellite services market reached USD 5.29 billion in 2025 and is forecast to rise to USD 7.46 billion by 2030, advancing at a 7.12% CAGR.

Mobile Satellite Services - Market - IMG1

Rapid migration from voice-centric links to broadband and direct-to-device connectivity is reshaping demand patterns while lowering reliance on terrestrial backhaul. Commercialisation of 3GPP non-terrestrial network standards, the sharp drop in launch costs for Low-Earth-Orbit (LEO) constellations, and persistent connectivity gaps across rural and maritime zones are expanding the mobile satellite services market opportunity. Government procurement cycles are accelerating because secure sovereign links have moved from discretionary spend to strategic infrastructure, and enterprise digitalisation programmes now budget satellite capacity as standard insurance against fibre or cellular outages. Intensifying competition from vertically integrated LEO operators is also pressuring legacy geostationary incumbents to modernise fleet technologies, adopt software-defined payloads and bundle multi-orbit capacity into usage-based contracts.

Global Mobile Satellite Services Market Trends and Insights

Rising Integration of Satellite-Terrestrial Mobile Networks

Key Highlights

  • Seamless handover between space-based and ground networks moved from concept to early commercial reality after the Federal Communications Commission adopted its Supplemental Coverage from Space framework in 2024, allowing secondary satellite operations within terrestrial mobile spectrum.Mobile operators now embed satellite capacity as an automated fallback layer so subscribers retain service on the same handset when fibre backhaul, microwave, or cellular radios fail. AT&T and Verizon opened the door to nationwide roaming trials that use AST SpaceMobile's L- and S-Band payloads to provide texting when towers are down. Satellite operators gain incremental wholesale revenue, while telcos strengthen coverage maps without capital outlay. The result is a virtuous cycle that enlarges the mobile satellite services market by blurring the historical boundary between terrestrial and non-terrestrial networks.

Escalating Government and Defense Demand for Secure Links

Sovereign connectivity requirements surged after several geopolitical flashpoints exposed reliance on foreign operators. The European Commission approved EUR 10.6 billion (USD 11.3 billion) for the multi-orbit IRIS2 programme that will furnish encrypted broadband to institutions, first responders, and critical infrastructure.Similar procurement tracks in the United States, Japan, and India specify quantum-resistant encryption and multi-orbit redundancy. SES completed its USD 3.1 billion acquisition of Intelsat in early 2025 to strengthen its government portfolio and offer layered GEO-MEO-LEO capacity under single-throat contracts. High-margin government deals therefore underpin fleet upgrades and expand the reachable revenue pool for the mobile satellite services market.

Lack of Interoperability Among Legacy MSS Systems

Enterprises with transcontinental fleets still juggle multiple terminals because L-Band, S-Band, and Ku-Band gateways do not interoperate. The Mobile Satellite Services Association formed in 2024 to champion roaming standards, yet chipset fragmentation persists and drives higher total cost of ownership for shippers and airlines that traverse many footprints. Without seamless roaming, the perceived value of the mobile satellite services market remains lower than terrestrial cellular, where a single SIM offers worldwide access. Multimode terminals are emerging, but certification, antenna design compromises, and limited production scale have slowed adoption.

Other drivers and restraints analyzed in the detailed report include:

  1. Growing Connectivity Needs for Remote IoT/M2M Assets
  2. Surge in Disaster-Resilient Communications Programmes
  3. High User-Terminal Cost Due to Phased-Array Antennas

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Data connectivity accounted for 63.4% of 2024 revenue, underscoring how broadband and streaming now anchor customer budgets in the mobile satellite services market. Enterprises book high-throughput circuits to backhaul video surveillance, crew welfare access, and remote software updates that would otherwise be impossible. Voice retains a niche in maritime distress and cockpit safety, yet bandwidth-driven contracts are eclipsing per-minute billing. IoT/M2M subscriptions grew fastest and are forecast to post 12.4% CAGR to 2030 as agriculture, mining, and utilities scale remote sensor fleets. Each new sensor module adds incremental revenue at negligible satellite operating cost, making the segment strategically significant for margin expansion. The mobile satellite services market size for IoT endpoints is therefore poised to rise meaningfully despite lower average revenue per device.

Video and data growth pushes operators to adopt regenerative payloads so traffic can be processed onboard, reducing ground bottlenecks. China's launch of 12 AI-enhanced LEO satellites that execute 744 TOPS showcases orbital edge computing, where spectral efficiency gains free additional throughput for sale without extra spectrum allocation. Flexible software-defined hubs let capacity be redeployed from seasonal maritime lanes to hurricane recovery zones within minutes, improving utilisation. The transition to capacity-as-a-service contracts also incentivises operators to provide performance guarantees rather than best-effort links, a model imported from cloud computing. These shifts collectively reinforce data's primacy and validate the expectation that data will still exceed 60% of the mobile satellite services market by 2030.

The Mobile Satellite Services Market Report is Segmented by Service (Voice, Data, Broadband, and More), Frequency (L-Band, S-Band, and More), End-User Industry (Maritime, Aviation, Government and Defense, and More),

Geography Analysis

North America retained 38.1% share of the mobile satellite services market in 2024 because of large Department of Defense contracts, well-established regulatory pathways, and early direct-to-device pilots. The United States accounted for most regional revenue, buoyed by fleet broadcasts across energy pipelines and first-responder networks. Canada increased demand through universal service mandates in its northern territories, and Mexico leveraged shared satellite capacity to connect mountainous communities. Regional C-band refarming provided additional downlink bandwidth, allowing operators to widen consumer broadband offers without launching new spacecraft.

Asia Pacific is set to post a 10.2% CAGR, the fastest among all regions, as governments pursue digital sovereignty and private conglomerates digitise logistics chains. Launch rates remain brisk, and regional players such as KDDI commercialised "au Starlink Direct" to bring messaging to standard smartphones across Japan's mountainous topography. China expanded national capacity by adding high-throughput Ka-Band satellites that will serve Belt and Road shipping routes, while India welcomed agreements between Bharti Airtel and SpaceX to widen rural broadband. Southeast Asian archipelagos signed procurement frameworks that bundle capacity for disaster-relief, fisheries monitoring, and school connectivity into a single sovereign contract.

Europe experienced robust institutional demand anchored by the IRIS2 security programme. The European GNSS Agency fast-tracked grants for quantum-safe uplink research, and the SpaceRISE consortium began constructing a multi-orbit network with combined GEO, MEO, and LEO segments. Middle East operators collaborated with European fleet owners to provide maritime coverage along new Red Sea shipping lanes, and African telcos sourced Ka-Band capacity from European providers to bridge national fibre gaps. Latin America pursued disaster-resilient satellite overlays in hurricane zones, and Andean nations adopted L-Band handheld satellite phones for emergency response in terrain where microwave links are infeasible.

  1. Inmarsat plc
  2. Iridium Communications Inc.
  3. Globalstar Inc.
  4. EchoStar Mobile Ltd
  5. Thuraya Telecommunications Co.
  6. Intelsat S.A.
  7. ORBCOMM Inc.
  8. ViaSat Inc. (Incl. ViaSat U.K.)
  9. Ericsson (Satellite IoT)
  10. SES S.A.
  11. Eutelsat Group
  12. Hughes Network Systems
  13. OneWeb
  14. AST SpaceMobile
  15. Ligado Networks
  16. Telesat Lightspeed
  17. Skylo Technologies
  18. Qualcomm Inc. (Snapdragon Satellite)
  19. SpaceX - Starlink Direct-to-Cell
  20. Thales Alenia Space

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Rising integration of satellite-terrestrial mobile networks
    • 4.2.2 Escalating government and defense demand for secure links
    • 4.2.3 Growing connectivity needs for remote IoT/M2M assets
    • 4.2.4 Surge in disaster-resilient communications programs
    • 4.2.5 3GPP-NTN standard enabling direct-to-device MSS
    • 4.2.6 LEO narrow-band constellations lowering latency and cost
  • 4.3 Market Restraints
    • 4.3.1 Lack of interoperability among legacy MSS systems
    • 4.3.2 Tightening spectrum and orbital slot regulations
    • 4.3.3 High user-terminal cost due to phased-array antennas
    • 4.3.4 Space-debris mitigation rules raising launch insurance
  • 4.4 Value Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Buyers
    • 4.7.2 Bargaining Power of Suppliers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Service
    • 5.1.1 Voice
    • 5.1.2 Data
    • 5.1.3 Broadband
    • 5.1.4 IoT / M2M
  • 5.2 By Frequency Band
    • 5.2.1 L-Band
    • 5.2.2 S-Band
    • 5.2.3 Ku-Band
    • 5.2.4 Ka-Band
  • 5.3 By End-User Industry
    • 5.3.1 Maritime
    • 5.3.2 Aviation
    • 5.3.3 Government and Defense
    • 5.3.4 Enterprise and Energy
    • 5.3.5 Land Mobile
  • 5.4 By Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Mexico
    • 5.4.2 South America
      • 5.4.2.1 Brazil
      • 5.4.2.2 Argentina
      • 5.4.2.3 Rest of South America
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 France
      • 5.4.3.4 Russia
      • 5.4.3.5 Rest of Europe
    • 5.4.4 Asia Pacific
      • 5.4.4.1 China
      • 5.4.4.2 India
      • 5.4.4.3 Japan
      • 5.4.4.4 South Korea
      • 5.4.4.5 ASEAN
      • 5.4.4.6 Rest of Asia Pacific
    • 5.4.5 Middle East
      • 5.4.5.1 Saudi Arabia
      • 5.4.5.2 United Arab Emirates
      • 5.4.5.3 Turkey
      • 5.4.5.4 Rest of Middle East
    • 5.4.6 Africa
      • 5.4.6.1 South Africa
      • 5.4.6.2 Nigeria
      • 5.4.6.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 Inmarsat plc
    • 6.4.2 Iridium Communications Inc.
    • 6.4.3 Globalstar Inc.
    • 6.4.4 EchoStar Mobile Ltd
    • 6.4.5 Thuraya Telecommunications Co.
    • 6.4.6 Intelsat S.A.
    • 6.4.7 ORBCOMM Inc.
    • 6.4.8 ViaSat Inc. (Incl. ViaSat U.K.)
    • 6.4.9 Ericsson (Satellite IoT)
    • 6.4.10 SES S.A.
    • 6.4.11 Eutelsat Group
    • 6.4.12 Hughes Network Systems
    • 6.4.13 OneWeb
    • 6.4.14 AST SpaceMobile
    • 6.4.15 Ligado Networks
    • 6.4.16 Telesat Lightspeed
    • 6.4.17 Skylo Technologies
    • 6.4.18 Qualcomm Inc. (Snapdragon Satellite)
    • 6.4.19 SpaceX - Starlink Direct-to-Cell
    • 6.4.20 Thales Alenia Space

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-need Assessment