衛星互聯汽車：全球趨勢與預測（2024-2034）

Connected Vehicles via Satellite: Worldwide Trends and Forecasts 2024-2034

出版日期: 2026年02月16日 | 出版商:

Analysys Mason | 英文 18 Slides | 商品交期: 最快1-2個工作天內

價格

簡介目錄

衛星互聯汽車市場中，地理衛星營運商和非地理衛星營運商的成功將取決於低成本、標準化終端的供應，以及衛星服務與營運商和OEM數據平台的加速整合。

本報告對衛星互聯汽車市場進行了詳細分析。報告考察了多個細分市場的區域應用趨勢，並對容量需求、容量收入、服務收入和設備收入進行了10年預測。

本報告為產業參與者提供了建議，幫助他們在低成本低地球軌道（LEO）服務主導的市場環境中增強自身價值主張。

報告範圍

衛星連網汽車營運單位 (ISU) 的十年預測，包括容量需求和收入、零售服務收入以及設備收入：區域分析和全球市場規模
依細分市場分析部署趨勢：包括緊急應變車輛 (FRV)、重型設備、卡車、火車、巴士和乘用車
評估各細分市場的容量需求成長：容量收入預測是基於容量價格（美元/兆位元/秒/月）
描述參與該市場的公司和組織的角色：衛星營運商、原始設備製造商 (OEM) 和監管機構（例如 5G AA），以及其在互聯汽車生態系統中的地位
分析領先衛星營運商與 OEM 合作的競爭策略：收入成長驅動因素、障礙和機會

報告細分

指標

營運單元數量
產能需求
產能收入
服務收入
出貨量
設備收入

細分市場

快速反應車輛 (FRV)
重型設備
卡車
火車
公車
搭乘車

產能

地球靜止軌道 (GEO) 高通量衛星 (HTS) Ku 波段、Ka 波段
非地球靜止軌道 (GEO) 高通量衛星 (HTS)

地理位置

亞洲
歐洲（歐盟）
拉丁美洲
中東和非洲
北美洲

本報告解答的問題

哪些全球和區域趨勢正在推動各細分市場採用衛星通訊？其根本原因是什麼？
哪些因素正在影響各細分市場採用率的成長？衛星營運商的機會在哪裡？
現有和即將建立的合作關係將如何影響連網汽車市場？每個參與者扮演什麼角色？

誰該買這份報告？

希望了解連網汽車市場各細分領域容量需求和收入潛力的衛星營運商
希望尋找服務連網汽車生態系統機會的服務供應商和整合商
希望了解在不斷成長的市場中如何進行服務編排的電信營運商
希望了解連網汽車衛星通訊應用驅動因素和機會的汽車原始設備製造商 (OEM)
希望開發設備以更好地適應不斷發展的生態系統的供應商

本報告中提及的公司

5GAA
Ceske drahy
CNH Industrial
Cubic3
Intelsat
ScotRail
SNCF
SoftBank
Starlink

簡介目錄

"GEO and non-GEO players' success in the satellite connected vehicles market hinges on delivering low-cost, standards-based terminals and accelerating the integration of satellite services with telecoms operators' and OEMs' data platforms."

This report offers a detailed market analysis of connected vehicles via satellite. The report explores regional adoption trends across multiple segments and provides a 10-year forecast for capacity demand, capacity revenue, service revenue and equipment revenue.

We provide recommendations for industry players to improve their value propositions in a market dominated by low-cost, low-Earth orbit (LEO) services.

Report coverage

A 10-year forecast for connected vehicles via satellite in-service units (ISUs) deployments, capacity demand and revenue, retail service revenue and equipment revenue worldwide, with analysis at the regional level.
Analysis of adoption trends by segment, including first-responder vehicles (FRVs), heavy equipment, trucks, trains, buses and cars.
Assessment of the growth in the demand for capacity in each segment; a capacity revenue forecast is presented based on capacity pricing (USD per Mbit/s per month).
Explanation of the roles played by different players in this market: satellite operators, original equipment manufacturers (OEMs), regulator associations (such as 5G AA) as well as equipment vendors in the connected vehicles ecosystem.
Analysis of the competitive moves being made by key satellite operators in partnership with OEMs. We map out drivers of revenue growth, barriers and the addressable market opportunities.

Report segmentation

Metrics

In-service units
Capacity demand
Capacity revenue
Service revenue
Shipments
Equipment revenue

Segments

First-responder vehicles (FRVs)
Heavy equipment
Trucks
Trains
Buses
Cars

Capacity

Geostationary (GEO) high-throughput satellite (HTS) Ku-band, Ka-band
Non-GEO HTS

Geographical regions

Asia
Europe (EU)
Latin America (LAM)
Middle East and Africa (MEA)
North America (NAM)

Questions answered in this report

What are the global and regional trends driving adoption of satellite connectivity across segments? What are the drivers behind the adoption?
Which factors are affecting the scaling of this adoption in each segment and where does the opportunity lie for satellite operators?
How are existing and upcoming partnerships shaping the connected vehicles market and what are the roles of different players?

Who should buy this report

Satellite operators that want to understand the demand for capacity and the revenue potential of each segment in the connected vehicles market.
Service providers and integrators that want to identify opportunities to better serve the connected vehicles ecosystem.
Telecoms operators that want to understand service orchestration in a growing market.
Automotive OEMs that want to understand the drivers of adoption and the opportunities around satellite connectivity for connected vehicles.
Equipment vendors that want to develop equipment that better serves the evolving ecosystem.