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市場調查報告書
商品編碼
1843776
2025年全球行動衛星通訊市場報告SATCOM On The Move Global Market Report 2025 |
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近年來,行動衛星通訊市場發展迅速,從2024年的294.3億美元成長到2025年的346.4億美元,複合年成長率達17.7%。這一成長主要歸功於新興市場的成長、衛星通訊基礎設施投資的增加、聯網汽車的高普及率以及航太領域投資的增加。
預計未來幾年,行動衛星通訊市場規模將快速成長,到2029年將達到715億美元,複合年成長率(CAGR)為19.9%。預測期內的成長主要歸功於對低地球軌道衛星投資的增加、政府的大力支持、通訊需求的成長以及衛星發射數量的增加。預測期內的關鍵趨勢包括市場參與者之間的戰略夥伴關係和合作、專注於政府和軍事應用的產品創新、人工智慧在射頻(RF)領域的應用、對超高吞吐量衛星(VHTS)的關注以及衛星通訊技術的進步。
行動衛星通訊(SOTM)系統配備安裝在陸地、空中或海上移動車輛上的天線,可在車輛行駛過程中建立並維持與衛星網路的連接。 SOTM 技術增強了衛星網路的行動性,提供持續的全球行動存取。配備 SOTM 功能的車輛可在行駛過程中向中央站即時傳輸高解析度音頻和影像,從而實現電話通話、視訊會議和高速網際網路連接等活動。
行動衛星通訊(SATCOM on the move,簡稱SOTM)涵蓋多種設備和服務。行動衛星通訊設備包括放大器、天線、均衡器和頻率轉換器等組件,用於發射、調節和接收衛星訊號。 SOTM可在不同的頻寬上運行,包括C波段、 L波段、S波段、 X波段、 Ka波段、 Ku波段、UHF波段和SHF波段。行動衛星通訊部署在多種平台上,包括陸基移動平台、機載平台和海上平台。行動衛星通訊的主要應用領域包括商業、政府和國防。
美國在2025年春季突然提高關稅及其引發的貿易摩擦,對資訊科技產業,特別是硬體製造、資料基礎設施和軟體部署領域,產生了重大影響。進口半導體、電路基板和網路設備的關稅上漲,推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司,面臨更長的前置作業時間和價格壓力。同時,對專用軟體徵收的關稅以及主要國際市場的報復性措施,擾亂了全球IT供應鏈,並降低了海外對美國製造技術的需求。為了應對這些挑戰,該產業正在加大對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化技術來增強韌性,更有效地控制成本。
這份《行動衛星通訊市場研究報告》是商業研究公司最新報告系列的一部分,提供行動衛星通訊市場統計數據,例如全球市場規模、區域佔有率、競爭對手及其市場佔有率、詳細的市場細分、市場趨勢以及行動衛星通訊產業的商機。這份行動衛星通訊市場研究報告對該行業的現狀和未來發展趨勢進行了詳細分析,為您提供所需的一切觀點。
未來五年19.9%的成長預測較我們先前對該市場的預測略微下調了0.4%。這一下調主要歸因於美國與其他國家之間的關稅影響。對來自亞洲和歐洲的衛星調變解調器、天線和行動上行鏈路硬體徵收的關稅可能會增加在國防和交通運輸領域部署行動衛星通訊系統的成本。
由於相互徵收關稅,以及貿易緊張局勢加劇和限制措施對全球經濟和貿易造成的負面影響,這種影響可能會更加廣泛。
預計未來自動駕駛汽車的日益普及將推動防碰撞感測器市場的擴張。自動駕駛汽車是指利用先進的感測器技術、電腦系統和人工智慧實現自主導航和運行,無需持續人工干預的車輛。人工智慧和感測器技術的進步,以及私人企業和政府為提升交通安全和效率而投入的大量資金和支持,共同推動了自動駕駛汽車的興起。防碰撞感知器在幫助自動駕駛汽車安全行駛於複雜環境中發揮關鍵作用,從而降低事故發生的可能性,並提高道路整體安全。例如,美國非營利組織國家保險委員會(National Insurance Commission)在2022年12月預測,到2025年,美國道路上將有約350萬輛自動駕駛汽車,到2030年將達到450萬輛。因此,自動駕駛汽車數量的成長正在推動防碰撞感測器市場的發展。
由於低地球軌道(LEO)衛星在各領域的應用日益廣泛,行動衛星通訊市場預計將迎來成長。低地球軌道衛星可望徹底改變網路和數位通訊。美國太空部隊商業衛星通訊辦公室(CSCO)計劃在未來兩年內授予約23億美元的商業衛星通訊契約,其中大部分將用於低地球軌道衛星寬頻服務。對低地球軌道衛星的這項投資預計將推動整個衛星通訊市場的成長。
行動衛星通訊市場的關鍵趨勢是主要企業對產品創新的重視。為了滿足政府和軍事應用的需求,該市場的企業正在推出創新產品。例如,總部位於菲律賓的資訊通訊技術和廣播服務供應商ComClark Network and Technology Corporation於2023年3月推出了行動衛星通訊(SOTM)解決方案。 SOTM解決方案旨在為系統整合和附加價值服務提供者提供持續的行動連接,包括緊急應變、政府機構和企業。該解決方案利用衛星通訊提供高速、低延遲的網路存取。
在行動衛星通訊市場,各公司正將人工智慧 (AI) 整合到射頻 (RF) 技術中,以鞏固其市場地位。人工智慧正被用於推動射頻技術的發展,使傳統技術邁入現代。 2022 年 6 月,總部位於拉脫維亞的 CAE 軟體公司 CENOS LLC 發布了 RF 2.0,旨在服務射頻和天線設計計劃。這款新工具涵蓋了更廣泛的射頻設計領域,增強了工作流程管理和使用者體驗,並展示了人工智慧在射頻技術中的應用。
2022年3月,總部位於盧森堡的衛星和通訊網路公司SES SA以4.5億美元收購了Leonardo DRS的衛星通訊業務。此次收購增強了SES的核心競爭力,並使其專注於漸進式技術研發和顛覆性技術的創造。 Leonardo DRS是一家總部位於美國的通訊專家,此次收購將提升SES在行動衛星通訊市場的地位。
行動衛星通訊市場的主要參與者包括:Honeywell國際公司、L3Harris Technologies、EchoStar Corporation、泰雷茲集團、Viasat, Inc、Aselsan AS、BAE Systems plc、波爾公司、Inmarsat Global Limited、通用動力公司、新加坡科技工程有限公司、印度電子有限公司 (BEL)、 Communications研究公司、Eutels Global Limited、通用動力公司、新加坡科技工程有限公司、印度電子有限公司 (BEL)、 Ltd、羅德與施瓦茨公司、俄羅斯衛星通訊公司、SENER Polska sp. z oo、雷神情報與太空公司、休斯網路系統公司、Gilat Satellite Networks、埃爾比特系統有限公司、休斯網路系統公司、Globalsat Group、Intelsat、Thuraya、Al Yah Satellite Communications Company、阿拉伯聯合大公國電信公司、Yahsat、SCS Space 和 Alkansat。
預計到 2024 年,北美將成為行動衛星通訊市場最大的地區。行動衛星通訊市場報告涵蓋以下地區:亞太地區、西歐、中歐和東歐、北美、南美以及中東和非洲。
《行動衛星通訊市場報告》涵蓋的國家包括澳洲、巴西、中國、法國、德國、印度、印尼、日本、俄羅斯、韓國、英國、美國、義大利、西班牙和加拿大。
行動衛星通訊市場是指為滿足行動存取及共用高畫質視訊、語音及資料的需求而提供衛星網路連線的營業單位所獲得的收入。市場價值包括服務供應商銷售的或包含在其服務產品中的相關商品的價值。行動衛星通訊市場還包括用於傳輸衛星訊號的衛星通訊設備的銷售。該市場的價值為“出廠價”,即商品製造商或生產商銷售的商品價值,無論這些商品是銷售給其他營業單位(包括下游製造商、批發商、分銷商和零售商)還是直接銷售給最終客戶。該市場中的商品價值還包括商品製造商銷售的任何相關服務。
SATCOM on the move (SOTM) refers to a system installed on a moving vehicle, whether on the ground, airborne, or marine, equipped with antennas to establish and maintain a connection to satellite networks while the vehicle is in motion. SOTM technology enhances mobility for satellite networks, providing continuous and global on-the-go access. Vehicles with SOTM capabilities can transmit live, high-definition audio and video to central stations while in motion, facilitating activities such as phone conversations, video conferences, and high-speed internet connectivity.
The various types of SATCOM on the move include equipment and services. SATCOM on the move equipment encompasses components such as amplifiers, antennas, equalizers, frequency converters, and others used for transmitting, conditioning, and receiving satellite signals. SOTM operates across different frequency bands, including C band, L band, S band, X band, Ka band, Ku band, UHF band, and SHF band. SATCOM on the move is deployed on various platforms such as land mobile, airborne, and maritime. Major verticals employing SATCOM on the move include commercial, government, and defense sectors.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The SATCOM on the move market research report is one of a series of new reports from The Business Research Company that provides SATCOM on the move market statistics, including SATCOM on the move industry global market size, regional shares, competitors with a SATCOM on the move market share, detailed SATCOM on the move market segments, market trends and opportunities, and any further data you may need to thrive in the SATCOM on the move industry. This SATCOM on the move market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
The satcom on the move market size has grown rapidly in recent years. It will grow from $29.43 billion in 2024 to $34.64 billion in 2025 at a compound annual growth rate (CAGR) of 17.7%. The growth in the historic period can be attributed to emerging markets growth, increasing investments in satellite communication infrastructure, high adoption of connected vehicles and growing investments in the space sector.
The satcom on the move market size is expected to see rapid growth in the next few years. It will grow to $71.5 billion in 2029 at a compound annual growth rate (CAGR) of 19.9%. The growth in the forecast period can be attributed to increasing investments in low earth orbit satellites, robust government support, growing demand for telecommunication and increasing number of satellite launches. Major trends in the forecast period include strategic partnerships and collaborations among market players, product innovations with focus on government and military applications, use of artificial intelligence in radio frequencies (RF), focus on very high throughput satellites (VHTS) and technological advancements in satellite communications.
The forecast of 19.9% growth over the next five years reflects a modest reduction of 0.4% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariffs on satellite modems, antennas, and mobile uplink hardware from Asia and Europe may increase deployment costs for SATCOM-on-the-move systems in defense and transport.
The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The growing prevalence of autonomous vehicles is anticipated to drive the expansion of the collision avoidance sensors market in the future. Autonomous vehicles are self-driving cars that utilize advanced sensor technologies, computer systems, and artificial intelligence to navigate and operate without continuous human oversight. This rise in autonomous vehicles is fueled by advancements in AI and sensor technology, coupled with significant investments and support from private enterprises and government initiatives aimed at enhancing safety and efficiency in transportation. Collision avoidance sensors play a crucial role in enabling autonomous vehicles to navigate safely through complex environments, thereby reducing the likelihood of accidents and enhancing overall road safety. For instance, the National Association of Insurance Commissioners, a U.S.-based non-profit organization, projected in December 2022 that there would be approximately 3.5 million autonomous vehicles on American roads by 2025 and 4.5 million by 2030. Consequently, the increasing number of autonomous vehicles is propelling the growth of the collision avoidance sensors market.
The SATCOM on the move market is set to experience growth due to the increasing adoption of Low Earth Orbit (LEO) satellites across various sectors. LEO satellites are considered transformative in revolutionizing internet and digital communication. The US Space Force's Commercial Satellite Communications Office (CSCO) plans to award approximately $2.3 billion in commercial SATCOM contracts over the next two years, with a significant portion dedicated to LEO satellite broadband services. This investment in LEO satellites is expected to propel the overall growth of the satellite communication market.
A key trend in the SATCOM on the move market is the focus on product innovations by major companies. To cater to government and military applications, companies in this market are introducing innovative products. For example, ComClark Network and Technology Corporation, a Philippines-based ICT and broadcast services provider, launched SATCOM on the Move (SOTM) in March 2023. This SOTM solution, designed as a system integrator and value-added service provider, ensures always-on connectivity for mobile users, including emergency responders, government agencies, and businesses. The solution utilizes satellite communications to provide high-speed, low-latency internet access.
Companies in the SATCOM on the move market are also integrating artificial intelligence (AI) into radio frequencies (RF) to strengthen their market position. AI is being harnessed to advance RF technology, bringing a traditional technology into the modern era. CENOS LLC, a Latvia-based CAE software company, launched RF 2.0 in June 2022, targeting radio frequency and antenna design projects. This new tool expands coverage across a broader RF design spectrum and enhances workflow management and the user experience, showcasing the integration of AI in RF.
In March 2022, SES S.A., a Luxembourg-based satellite and telecommunications network company, acquired the SATCOM business of Leonardo DRS for $450 million. This acquisition enhances SES's core capabilities and emphasizes incremental technological development and the creation of market-changing technology. Leonardo DRS, a US-based company specializing in communication satellites, adds value to SES's position in the SATCOM on the move market.
Major companies operating in the satcom on the move market include Honeywell International Inc, L3Harris Technologies, EchoStar Corporation, Thales Group, Viasat, Inc, Aselsan A.S., BAE Systems plc, Ball Corporation, Inmarsat Global Limited, General Dynamics Corp, Singapore Technologies Engineering Ltd, Bharat Electronics Limited (BEL), NEC Corporation, Eutelsat Communications SA, Avanti Communications, Cobham Limited, Airbus Defence and Space, Telespazio, Surrey Satellite Technology Ltd, Rohde and Schwarz, Russian Satellite Communications Company, SENER Polska sp. z o.o, Raytheon Intelligence & Space, Hughes Network Systems, Gilat Satellite Networks, Elbit Systems Ltd., Globalsat Group, Intelsat, Thuraya, Al Yah Satellite Communications Company, Etisalat UAE, Yahsat, SCS Space, Alkan
North America was the largest region in the SATCOM on the move market in 2024. The regions covered in the satcom on the move market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.
The countries covered in the satcom on the move market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Spain, Canada.
The SATCOM on the move market consists of revenues earned by entities by providing satellite network connectivity and satisfying the requirement for mobile access to and sharing of high-definition video, voice, and data. The market value includes the value of related goods sold by the service provider or included within the service offering. The SATCOM on the move market also includes sales of SATCOM equipment that provides satellite signals. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
SATCOM On The Move Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on satcom on the move market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for satcom on the move ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The satcom on the move market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.