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市場調查報告書
商品編碼
2144393
設備驅動型衛星通訊市場預測至2034年-全球服務類型、設備類型、網路架構、軌道類型、技術、應用、最終用戶和區域分析Direct-to-Device Satellite Connectivity Market Forecasts to 2034 - Global Analysis By Service Type, Device Type, Network Architecture, Orbit Type, Technology, Application, End User, and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球設備附加衛星通訊市場規模將達到 50 億美元,並在預測期內以 21.6% 的複合年成長率成長,到 2034 年將達到 237 億美元。
直接到設備的衛星通訊將使智慧型手機、物聯網設備、穿戴式裝置和汽車等標準設備無需專用終端即可直接與衛星通訊。此市場涵蓋的服務類型包括緊急和安全服務、通訊服務、語音服務、資訊服務和物聯網連接服務。網路架構包括直接到小區通訊、3GPP 非地面電波網路和地面電波-衛星混合網路。
對無所不在的連接和緊急通訊的需求日益成長
日益成長的互聯互通需求,尤其是在地面通訊覆蓋範圍之外的地區,是推動設備連接衛星通訊市場發展的主要動力。消費者和企業無論身處何地,都希望獲得用於緊急通訊、遠端辦公和物聯網應用的互聯互通服務。設備連接技術使得普通智慧型手機無需專用設備即可透過衛星連接。近期發生的緊急情況凸顯了地面網路癱瘓時衛星通訊的價值。隨著對無處不在的互聯互通需求不斷成長,設備連接衛星通訊正在蓬勃發展,並支撐著市場的持續成長。
技術挑戰和頻寬限制
將普通設備連接到衛星的技術挑戰以及可用頻寬的限制,都是市場限制因素。普通設備缺乏可靠衛星通訊所需的天線增益和功率。透過設備直接連接,難以確保鏈路預算。可用頻寬和衛星容量的限制也限制了用戶數量和資料傳輸速率。這些技術和容量限制可能會阻礙設備直接連接的廣泛應用,尤其是在資料密集型應用中。
衛星技術與3GPP NTN標準的進步
衛星技術的持續創新和3GPP非地面電波網路(NTN)標準的製定,為市場拓展帶來了巨大的機會。配備更大天線和高功率的先進衛星,顯著提升了與設備的直接連接品質。 3GPP NTN標準整合了衛星網路和地面網路。新型低地球軌道(LEO)衛星群專為提供與設備的直接連接服務而設計。隨著技術的成熟和標準的演進,衛星通訊與設備直接連接的功能和可用性不斷提升,從而擴大了目標市場。
由於地面網路擴張而導致的競爭
地面網路的擴張對設備附加式衛星通訊市場的成長構成了重大威脅。地面網路持續擴張,衛星通訊是唯一選擇的區域正在減少。 Wi-Fi 和行動電話覆蓋範圍在許多地區都在改善。對於大多數用戶而言,地面通訊性能更佳、成本更低。這種競爭可能會限制設備附加式衛星通訊的應用範圍,使其僅限於緊急、偏遠地區和海上應用。
新冠疫情凸顯了可靠通訊對於緊急通訊和遠端辦公的關鍵重要性,加速了人們對設備連接衛星通訊功能的興趣。這場危機顯示地面網路飽和速度之快,再次印證了衛星通訊作為備用基礎設施的價值。遠端辦公和出行中斷加劇了人們對通訊存取差異以及普及網路需求的認知。智慧型手機製造商意識到消費者對緊急通訊功能的需求,並在疫情期間加快了衛星通訊功能的整合。電信業者也意識到了這項成長的需求,加快了衛星星系的部署。即使在疫情結束後,對普及通訊和緊急準備的持續需求仍然支撐著市場的強勁成長。
在預測期內,「緊急和安全服務」細分市場預計將佔據最大的市場佔有率。
在預測期內,「緊急和安全服務」細分市場預計將佔據最大的市場佔有率,這主要得益於在地面網路不可用的情況下,應急通訊的迫切需求。設備連接的衛星通訊能夠實現遠端緊急呼叫、SOS訊息傳輸和位置共用。該細分市場受益於緊急通訊監管要求的訂定以及消費者安全意識的不斷提高。隨著設備連接功能的擴展,緊急服務在各類服務中維持最大的市場佔有率。
預計在預測期內,「智慧型手機」細分市場將呈現最高的複合年成長率。
在預測期內,智慧型手機細分市場預計將呈現最高的成長率,這主要得益於旗艦智慧型手機整合衛星通訊功能以及消費者對隨時隨地連接日益成長的需求。近期推出的智慧型手機機型均具備緊急衛星通訊功能。該細分市場受益於智慧型手機龐大的普及率以及消費者對安全功能的需求。隨著衛星通訊功能逐漸成為智慧型手機的標配,智慧型手機將成為該細分市場中成長最快的設備類型。
在整個預測期內,北美預計將保持最大的市場佔有率,這得益於其對設備間衛星通訊的早期應用、主要科技公司的存在以及強勁的消費者需求。美國正透過對衛星通訊及其與智慧型手機的整合進行大量投資,推動該地區的成長。人們對緊急通訊益處的高度認知正在促進其應用。成熟的技術生態系統為創新提供了支持。技術領先地位和早期應用使北美能夠保持其市場主導地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於智慧型手機普及率的提高、緊急通訊需求的成長以及中國、日本、印度和東南亞地區對衛星基礎設施投資的增加。該地區龐大且持續成長的行動用戶群正在催生對設備連接服務的巨大需求。各國政府支持數位化連接和緊急應變的措施也不斷擴大。隨著設備連接能力的日益成熟,亞太地區正經歷全球最快的市場成長速度之一。
According to Stratistics MRC, the Global Direct-to-Device Satellite Connectivity Market is accounted for $5.0 billion in 2026 and is expected to reach $23.7 billion by 2034 growing at a CAGR of 21.6% during the forecast period. Direct-to-device satellite connectivity enables standard devices including smartphones, IoT devices, wearables, and vehicles to communicate directly with satellites without specialized terminals. The market encompasses service types including emergency and safety services, messaging services, voice services, data services, and IoT connectivity services. Network architectures include direct-to-cell, 3GPP non-terrestrial networks, and hybrid terrestrial-satellite networks.
Growing demand for ubiquitous connectivity and emergency communications
The increasing need for connectivity everywhere, including areas without terrestrial coverage, is a primary driver for the direct-to-device satellite connectivity market. Consumers and enterprises require connectivity for emergency communications, remote work, and IoT applications regardless of location. Direct-to-device enables standard smartphones to connect via satellite without specialized equipment. Recent emergency events have highlighted the value of satellite connectivity when terrestrial networks fail. As demand for ubiquitous connectivity grows, direct-to-device satellite connectivity expands, supporting sustained market growth.
Technical challenges and limited bandwidth
Technical challenges related to connecting standard devices to satellites and limited available bandwidth represent a major restraint for the market. Standard devices lack the antenna gain and power required for reliable satellite communication. Link budgets are challenging for direct-to-device connectivity. Available spectrum and satellite capacity limit the number of users and data rates. These technical and capacity limitations may constrain direct-to-device adoption, particularly for data-intensive applications.
Advancements in satellite technology and 3GPP NTN standards
Continuous innovation in satellite technology and the development of 3GPP non-terrestrial network standards present significant opportunities for market expansion. Advanced satellites with larger antennas and higher power enable better direct-to-device links. 3GPP NTN standards integrate satellite and terrestrial networks. New LEO constellations are designed specifically for direct-to-device services. As technology matures and standards evolve, direct-to-device satellite connectivity becomes more capable and accessible, expanding the addressable market.
Competition from terrestrial network expansion
Competition from terrestrial network expansion poses significant threats to direct-to-device satellite connectivity market growth. Terrestrial networks continue expanding, reducing the areas where satellite connectivity is the only option. Wi-Fi and cellular coverage improve in many locations. For most users, terrestrial connectivity offers better performance and lower cost. This competition may limit direct-to-device satellite connectivity to emergency, remote, and maritime applications.
The COVID-19 pandemic highlighted reliable connectivity's critical importance for emergency communications and remote operations, accelerating interest in direct-to-device satellite capabilities. The crisis demonstrated how quickly terrestrial networks could become overwhelmed, reinforcing satellite connectivity's value as backup infrastructure. Remote work and travel disruptions increased awareness of connectivity gaps and the need for ubiquitous coverage. Smartphone manufacturers accelerated satellite connectivity integration following the pandemic, recognizing consumer demand for emergency communication capabilities. The pandemic also accelerated constellation deployments as operators recognized growing demand. Post-pandemic, sustained demand for ubiquitous connectivity and emergency preparedness have maintained strong market growth.
The Emergency and Safety Services segment is expected to be the largest during the forecast period
The Emergency and Safety Services segment is expected to account for the largest market share during the forecast period, driven by the critical need for emergency communications when terrestrial networks are unavailable. Direct-to-device satellite connectivity enables emergency calls, SOS messaging, and location sharing in remote areas. The segment benefits from regulatory requirements for emergency communications and consumer safety awareness. As direct-to-device capabilities expand, emergency services maintain the largest service type segment share.
The Smartphones segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Smartphones segment is predicted to witness the highest growth rate, fueled by the integration of satellite connectivity into flagship smartphones and the growing consumer expectation for ubiquitous connectivity. Recent smartphone models include emergency satellite messaging capabilities. The segment benefits from massive smartphone installed base and consumer demand for safety features. As satellite connectivity becomes standard in smartphones, this device type delivers the fastest segment growth.
During the forecast period, the North America region is expected to hold the largest market share, supported by early direct-to-device satellite deployment, presence of major technology companies, and strong consumer demand. The United States leads regional growth with substantial investment in satellite connectivity and smartphone integration. High awareness of emergency connectivity benefits drives adoption. Well-established technology ecosystem supports innovation. With technology leadership and early adoption, North America maintains its dominant market position.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by expanding smartphone adoption, growing demand for emergency communications, and increasing investment in satellite infrastructure across China, Japan, India, and Southeast Asia. The region's large and growing mobile subscriber base creates substantial demand for direct-to-device services. Government initiatives supporting digital connectivity and emergency preparedness are expanding. As direct-to-device capabilities mature, Asia Pacific delivers the fastest market growth globally.
Key players in the market
Some of the key players in Direct-to-Device Satellite Connectivity Market include SpaceX, AST SpaceMobile, Inc., Lynk Global, Inc., Iridium Communications Inc., Globalstar, Inc., Skylo Technologies, Sateliot, Viasat, Inc., Qualcomm Incorporated, Apple Inc., Samsung Electronics Co., Ltd., Deutsche Telekom AG, T-Mobile US, Inc., Verizon Communications Inc., and Telefonica S.A.
In August 2026, AST SpaceMobile launched its next-generation BlueBird 11, 12, and 13 satellites aboard a SpaceX Falcon 9 rocket from Cape Canaveral, expanding its constellation toward commercial cellular broadband beta deployment.
In August 2026, SpaceX signed an Asia-first agreement with Japanese carrier KDDI to supply its next-generation "Starlink Mobile V2" satellites, aimed at introducing continuous cellular coverage, native voice calling, and high-speed data directly to smartphones.
In July 2026, Sateliot initiated a capital raise of up to €150 million to finance the launch of 16 low Earth orbit satellites designed to provide standard 3GPP 5G data, voice, and messaging directly to commercial smartphones.
In March 2026, Skylo Technologies partnered with French operator Orange to offer commercial non-terrestrial direct satellite connectivity for compatible flagship smartphones, expanding its footprint across Europe.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.