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市場調查報告書
商品編碼
2041848
5G非地面網路市場預測—按組件、平台、地區、應用、最終用戶和區域分類的全球分析—2034年5G Non Terrestrial Network Market Forecasts to 2034 - Global Analysis By Component, By Platform, Location, Application, End User and By Geography |
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全球 5G 非地面網路 (NTN) 市場預計到 2026 年將達到 117 億美元,並在預測期內以 38.6% 的複合年成長率成長,到 2034 年達到 1606 億美元。
5G非地面網路(NTN)利用衛星和高空平台,將5G連接擴展到地面網路覆蓋範圍之外。 NTN利用衛星星系、無人機或平流層氣球,提供更廣泛的覆蓋,特別是在偏遠和低度開發地區。透過提供高速網際網路和低延遲通訊,NTN支援包括物聯網和關鍵通訊在內的各種應用,彌合缺乏地面基礎設施地區的數位鴻溝,並增強全球互聯互通。
根據 GSMA 等行業組織的市場統計數據,截至 2020 年,無線通訊技術覆蓋了全球 80% 以上的人口,但僅覆蓋了地球陸地面積的不到 40%。
提供高速連接
高速連接是推動非地面網路(NTN)市場發展的關鍵因素,它提供無與倫比的資料傳輸速度和低延遲。 NTN 利用衛星和高空平台,確保快速穩定的連接,這對於物聯網、自動駕駛汽車和遠端控制等新興技術至關重要。這種能力能夠實現無縫資料傳輸,即使在傳統地面網路難以提供高速可靠連接的偏遠和低度開發地區,也能支援即時應用、高清內容串流媒體和關鍵任務通訊。
技術和標準的快速變化
技術和標準的快速發展對非地面網路市場構成重大限制。隨著5G技術的進步和新創新的湧現,標準和協議也在不斷演變。這種動態環境為非地面網路基礎設施的開發和部署帶來了挑戰。對早期技術的投資可能很快就會過時或與新標準不相容,從而導致基礎設施老化和昂貴的升級成本。
物聯網擴充
NTN正在將5G連接擴展到偏遠地區,從而推動物聯網在農業、採礦和物流等行業的廣泛應用。這些行業通常位於地面電波無線電訊號難以覆蓋的地區。 NTN協助即時資料擷取、精準監控與控制,最佳化營運並提升效率。透過為以往服務不足的地區提供無處不在的連接,NTN釋放了變革性物聯網應用的潛力,並促進了各行業的創新和發展。
與地面電波網路的競爭
地面網路不斷提升自身能力,提供更廣泛的覆蓋範圍和更先進的技術。隨著地面網路不斷發展,通訊速度更快、延遲更低,它們正在蠶食NTN的獨特優勢,並威脅其市場地位。隨著地面網路覆蓋範圍的擴大,競爭加劇,NTN解決方案的相對需求和競爭力可能會下降,迫使NTN供應商展現出更勝一籌的優勢,才能維持其市場地位。
新冠疫情對5G非地面網路市場產生了多方面的影響。可靠且穩定的連接的重要性凸顯出來,尤其是在缺乏地面電波基礎設施的偏遠地區。然而,由於監管、供應鏈中斷和預算限制等因素,疫情也導致NTN的5G技術部署和測試工作延誤。疫情期間對遠端連線和物聯網解決方案的需求激增,凸顯了NTN的潛在價值,並加速了其發展,儘管初期遭遇了一些挫折。
在預測期內,低地球軌道(LEO)衛星部分預計將是最大的部分。
由於其顯著優勢,低地球軌道(LEO)衛星領域預計將主導市場。 LEO衛星可實現低延遲,增強即時通訊,這對物聯網和自動駕駛汽車等應用至關重要。與其他類型的衛星相比,LEO衛星還提供更廣泛的覆蓋範圍和更高的資料傳輸速度。此外,各大公司和政府持續投資LEO衛星星系以實現全球網路覆蓋,也推動了該領域的成長前景。這些因素使得LEO衛星成為提升連接性和擴展5G非地面網路能力的首選方案。
在預測期內,通訊和IT產業預計將呈現最高的複合年成長率。
由於對先進連接解決方案的需求不斷成長,通訊與IT行業預計將呈現高速成長。依賴無縫高速通訊的產業,例如通訊服務供應商和IT公司,正在探索利用5G非地面網路來擴大覆蓋範圍並提升效能。這些網路的整合支援各種應用,包括物聯網、雲端服務和資料密集型營運。通訊和IT與通訊產業的廣泛應用正在推動該產業在預測期內的快速成長。
北美預計將繼續保持其領先的市場佔有率,這主要得益於大型科技公司對5G非地面網路的巨額投資以及政府主導的各項舉措。先進的基礎設施和強大的研發實力正在推動NTN解決方案的普及應用。此外,通訊、物聯網和航太等產業對可靠連接的需求不斷成長,也推動了市場發展。同時,主要產業參與者之間的策略聯盟以及有利的法規環境,進一步鞏固了北美在推動5G NTN技術普及應用方面的主導地位。
由於人口成長和新興經濟體的崛起,亞太地區有望迎來顯著的市場成長。對更高連結性的需求日益成長。各國政府正積極投資電信基礎設施,包括NTN技術,旨在彌合數位落差並支持技術進步。此外,該地區對創新技術的偏好,以及電信業者和科技新創公司不斷增加的投資,為5G NTN的普及和部署創造了有利條件。
According to Stratistics MRC, the Global 5G Non Terrestrial Network (NTN) Market is accounted for $11.7 billion in 2026 and is expected to reach $160.6 billion by 2034 growing at a CAGR of 38.6% during the forecast period. The 5G Non-Terrestrial Network (NTN) employs satellite or high-altitude platforms to extend 5G connectivity beyond terrestrial limitations. It utilizes satellite constellations, drones or stratospheric balloons to provide broader coverage, especially in remote or underserved areas. NTN enhances global connectivity by offering high-speed internet, low-latency communication, supporting various applications, including IoT and critical communications and bridging the digital divide in regions lacking terrestrial infrastructure.
According to market statistics by industrial organizations such as GSMA, in 2020, wireless communications technologies covered more than 80% of the world's population but less than 40% of the Earth's land mass.
Offers high-speed connectivity
High-speed connectivity stands as a pivotal driver in the non-terrestrial network (NTN) market due to its ability to provide unparalleled data transmission rates and low-latency connections. NTN, leveraging satellites or high-altitude platforms, ensures rapid and consistent connectivity, which is crucial for emerging technologies like IoT, autonomous vehicles and remote operations. This capability facilitates seamless data transfer, enabling real-time applications, high-resolution content streaming, and mission-critical communications even in remote or underserved regions where traditional terrestrial networks struggle to deliver such high-speed and reliable connections.
Rapid changes in technology and standards
The rapid evolution of technology and standards presents a significant restraint in the non-terrestrial network market. As 5G technology progresses and new innovations emerge, there's a constant evolution in standards and protocols. This dynamic environment poses challenges for NTN infrastructure development and implementation. Investments made in early technologies might quickly become outdated or incompatible with newer standards, leading to potential obsolescence or the need for costly upgrades.
IoT expansion
NTN extends 5G connectivity to remote areas enabling IoT proliferation in industries such as agriculture, mining and logistics. These sectors often operate in locations with limited terrestrial coverage. NTN facilitates real-time data gathering, precision monitoring and control, optimizing operations and efficiency. By providing ubiquitous connectivity to previously underserved regions, NTN unlocks the potential for transformative IoT applications, fostering innovation and growth in various sectors.
Competition from terrestrial networks
Terrestrial networks, continually enhancing their capabilities, offer widespread coverage and improved technologies. As they evolve to provide faster speeds and lower latency, they encroach upon the unique selling points of NTN, challenging its market position. The competition intensifies as terrestrial networks expand their reach, potentially limiting the perceived necessity or competitiveness of NTN solutions and compelling NTN providers to demonstrate superior advantages to sustain relevance in the market.
The COVID-19 pandemic affected the 5G non-terrestrial network market in several ways. It highlighted the importance of reliable and resilient connectivity, especially in remote areas where terrestrial infrastructure is lacking. However, the pandemic also led to delays in the deployment and testing of 5G NTN technologies due to restrictions, supply chain disruptions, and budget constraints. The increased demand for remote connectivity and IoT solutions during the pandemic underscored the potential value of NTN, accelerating its development despite initial setbacks.
The low-earth orbit (LEO) satellites segment is expected to be the largest during the forecast period
The Low Earth Orbit (LEO) satellite segment is projected to dominate due to its distinct advantages. LEO satellites offer lower latency, enhancing real-time communication critical for applications like IoT and autonomous vehicles. They enable extensive coverage and higher data transfer rates compared to other satellite types. Additionally, ongoing investments by key players and governments in LEO satellite constellations for global internet coverage bolster this segment's growth prospects. These factors position LEO satellites as the leading choice for enhancing connectivity and expanding 5G non-terrestrial network capabilities.
The telecommunications and IT segment is expected to have the highest CAGR during the forecast period
The telecommunications and IT segment is anticipated to exhibit a lucrative growth rate owing to escalating demand for advanced connectivity solutions. Industries reliant on seamless, high-speed communication, such as telecommunication service providers and IT enterprises, seek to leverage 5G non-terrestrial networks for expanded coverage and enhanced performance. The integration of these networks supports diverse applications like IoT, cloud services and data-intensive operations. This increased adoption across telecommunications and IT sectors drives the segment's rapid growth during the forecast period.
North America is poised to lead in market share due to significant investments in 5G non-terrestrial networks, driven by tech giants and government initiatives. Advanced infrastructure, coupled with robust R&D, supports the deployment of NTN solutions. Additionally, a high demand for reliable connectivity across industries like telecommunications, IoT and aerospace fosters market growth. Moreover, strategic collaborations among key industry players and favourable regulatory frameworks further solidify North America's dominance in driving the adoption of 5G NTN technologies.
The Asia Pacific region is positioned for significant growth in the market due to its growing population and emerging economies. There's a growing demand for expanded connectivity. Governments are actively investing in telecommunications infrastructure, including NTN technologies, to bridge digital divides and support technological advancements. Moreover, the region's inclination towards innovative technologies, coupled with increasing investments from telecom companies and tech startups, creates fertile ground for substantial growth in 5G NTN adoption and deployment.
Key players in the market
Some of the key players in 5G Non Terrestrial Network (NTN) market include Airbus Defence and Space, AST & Science, Boeing, Eutelsat S.A., Globalstar Inc., HAPSMobile Inc., Intelsat S.A., Iridium Communications, Kuiper Systems LLC, LeoSat Enterprises, Lockheed Martin, Loon LLC, SES S.A., SpaceX, Telesat, Thales Alenia Space, Viasat, Qualcomm Technologies, Inc. and Rohde & Schwarz.
In September 2023, Rohde & Schwarz and Skylo Technologies are collaborating to establish a device acceptance program for Skylo's non-terrestrial network (NTN). Leveraging Rohde & Schwarz's established device test framework, they will conduct tests on NTN chipsets, modules, and devices to ensure their compatibility with Skylo's test specifications.
In April 2023, NTT and SES partnership to leverage NTT's expertise in networking and enterprise-managed services and SES's unique O3b mPOWER satellites system to develop a new offering that will deliver reliable connectivity to enterprises.
In January 2023, Qualcomm Technologies, Inc. and Keysight Technologies, Inc. built a comprehensive 5G non-terrestrial network (NTN) link. The cooperation seeks to hasten the development of 5G NTN technology by successfully demonstrating call signaling and data transfer using orbit trajectory emulation. This will enable affordable broadband connectivity in remote areas. Through this partnership, Keysight and Qualcomm Technologies are demonstrating their dedication to the global telecommunications sector's advancements in innovation, connection and security.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.