衛星物聯網：IoT-NTN與傳統營運商競爭的新時代

本報告調查了衛星物聯網的競爭趨勢，總結了傳統衛星營運商和 IoT-NTN 專業營運商之間的商業和技術差異，為每個營運商的衛星物聯網連接協議和衛星類型提供了 8 年預測，並總結了按應用劃分的競爭分析。

實際好處：

• 了解隨著銥星等傳統公司推出 IoT-NTN（非地面網路）服務，衛星物聯網市場將如何變化
• 了解專有和基於標準的衛星營運商通常瞄準的物聯網市場
• 討論低地球軌道 (LEO) 衛星連接對於物聯網用例的優點和缺點

重要問題的答案：

• 哪些傳統衛星營運商未來有可能部署基於標準的服務？
• 與 Satelliot 等 IoT-NTN 專家相比，傳統業者有哪些優勢？
• 哪些物聯網市場會青睞專有衛星協定而非基於標準的選項？

研究亮點：

• 對傳統 IoT-NTN 運營商和 IoT-NTN 專業運營商之間的商業和技術差異進行詳細的定性評估
• 按協議和衛星類型對傳統 IoT-NTN 運營商和 IoT-NTN 專業運營商的衛星 IoT 連接進行八年預測
• 按應用程式對衛星物聯網進行競爭分析，包括車隊管理和資產跟踪

目錄

第 1 章：主要發現

第 2 章關鍵預測

第 3 章 關鍵參與者與生態系

• 傳統衛星營運商
• IOT-NTN 運營商
• 不斷變化的競爭格局

第 4 章：傳統業者與 IoT-NTN 業者的演進

• 傳統企業與物聯網 - NTN 的目標市場
• 傳統衛星營運商迅速進入 IoT-NTN 市場
• IOT-NTN 為基於 LEO 的傳統衛星營運商提供了獨特的機會

第 5 章結論

Actionable Benefits:

• Understand how the satellite Internet of Things (IoT) market will change as legacy players like Iridium introduce IoT-Non-Terrestrial Network (NTN) services.
• Learn which IoT markets proprietary and standards-based satellite operators typically target.
• Consider the advantages and drawbacks of Low Earth Orbit (LEO) satellite connectivity for IoT use cases.

Critical Questions Answered:

• Which legacy satellite operators will likely introduce a standards-based service in the future?
• What advantages do legacy players have over dedicated IoT-NTN operators like Sateliot?
• Which IoT markets will favor proprietary satellite protocols over a standards-based option?

Research Highlights:

• An in-depth qualitative assessment comparing the commercial and technical differences between legacy and dedicated IoT-NTN operators.
• Eight-year forecasts measuring legacy and dedicated IoT-NTN operator satellite IoT connections by protocol and satellite type.
• A satellite IoT competitive landscape analysis by application market, including fleet management and asset tracking.

Who Should Read This?

• Go-to-market strategists in legacy satellite organizations determining the benefits of a standards-based solution.
• IoT users in fleet management, asset tracking, or condition-based monitoring markets discerning which satellite type will best serve future use cases.
• Decision makers within dedicated IoT-NTN organizations looking to understand how legacy players will compete with their standards-based solutions in the future.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS

• 3.1 LEGACY SATELLITE OPERATORS
• 3.2 IOT-NTN OPERATORS
• 3.3 A SHIFTING COMPETITIVE LANDSCAPE

4 LEGACY AND IOT-NTN OPERATOR EVOLUTION

• 4.1 LEGACY VERSUS IOT-NTN TARGET MARKETS
• 4.2 LEGACY SATELLITE OPERATORS ENTER THE IOT-NTN MARKET WITH AGILITY
• 4.3 IOT-NTN IS A UNIQUE OPPORTUNITY FOR LEO-BASED LEGACY SATELLITE OPERATORS

5 CONCLUSION