NTN和D2C商業模式的演變

本報告研究了 NTN 和 D2C 商業模式的演變，涵蓋了 D2C 連接和連接收入的趨勢和預測、關鍵的 D2C/D2D 用例及其影響，以及市場進入的最佳實踐和策略。

實用的優點:

• 了解地面非網路 (NTN) 和直接蜂窩 (D2C) 商業模式的現狀，以及它們將如何隨著行業、技術、標準和地緣政治互動而演變
• 了解 NTN 和 D2C/D2D 市場的 GTM（市場進入）最佳實踐和策略
• 確定關鍵機會和策略，以實現 NTN 和 D2C/D2D 市場的價值獲利和最大化

重要問題的答案：

• 什麼是太空補充覆蓋 (SCS)？它將如何影響 D2C/D2D 市場？
• D2C/D2D市場中的主流商業模式是什麼？
• 隨著衛星和蜂窩技術的融合，哪些網路架構和頻譜協定將占主導地位？
• 衛星網路將如何以不同的方式發展以整合蜂窩技術？
• 後南海時代，營運商和衛星營運商面臨哪些關鍵機會？
• 後南海時代電信和衛星營運商面臨的主要課題是什麼？
• 影響 NTN 和 D2C/D2D 市場的關鍵合作夥伴關係、技術、地緣政治和監管趨勢有哪些？
• 衛星整合將如何影響頻譜定價？
• GTM 在 NTN 和 D2C/D2D 市場中的最佳實踐和策略是什麼？

研究亮點：

• 依連線標準預測 2031 年 D2C 連線數
• 以連結標準預測 2031 年 D2C 連結收入
• D2C/D2D生態系圖表
• D2C/D2D 的主要用例和影響

目錄

主要調查結果

主要的預測

主要企業生態系統

市場進入的最佳業務實踐與策略

D2C的使用案例

D2C的潛在的使用案例

Actionable Benefits:

• Understand the current state of Non-Terrestrial Network (NTN) and Direct-to-Cellular (D2C)/Direct-to-Device (D2D) business models, and how these will evolve with the interplay of industries, technologies, standards, and geopolitics.
• Understand the Go-to-Market (GTM) best practices and strategies for the NTN and D2C/D2D market.
• Identify key opportunities and strategies to monetize and maximize value in the NTN and D2C/ D2D market.

Critical Questions Answered:

• What is Supplemental Coverage from Space (SCS) and how will it impact the D2C/ D2D market?
• What will likely become the dominant business models for the D2C/ D2D market?
• What network architectures and spectrum agreements will prevail with the integration of satellite and cellular technologies?
• How are satellite networks evolving differently to integrate cellular technologies?
• What are the key opportunities for telcos and satellite operators in the post-SCS era?
• What are the key challenges for telcos and satellite operators in the post-SCS era?
• What are the key partnerships, technology, geopolitical, and regulatory trends impacting NTN and D2C/ D2D markets?
• How will spectrum pricing be impacted by satellite integration?
• What are GTM best practices and strategies for the NTN and D2C/D2D market?

Research Highlights:

• D2C connections forecast segmented by connectivity standard to 2031.
• D2C connections revenue forecast segmented by connectivity standard to 2031.
• D2C/D2D ecosystem chart.
• Key D2C/D2D use cases and impact.

Who Should Read This?

• Telcos looking to partner with satellite operators to begin offering D2C services.
• Decision makers in telco and satellite infrastructure planning that are looking to understand the opportunity for The 3rd Generation Partnership (3GPP) NTN (Internet of Things (IoT) and New Radio (NR)) and D2C.
• Network infrastructure vendors and solutions providers looking to understand the D2C and NTN market opportunity.
• Semiconductor vendors looking to understand the D2C and NTN market opportunity.
• Device vendors looking to understand the D2C and NTN market opportunity.
• Decision makers within governments and regulatory bodies who are responsible for spectrum allocation and infrastructure.
• Planners within telco and Satellite Communications (SatCom) organizations who need to chart a path forward to meet the increasing demand for bandwidth and ubiquitous connectivity with 5G and future 6G hybrid networks.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Key Companies and Ecosystems

Go-to-Market Best Practices and Strategies

Direct-to-Cellular Use Case

Direct-to-Cellular Potential Use Case