衛星IoT通訊的全球市場 - 第4版

全球衛星物聯網通訊市場正穩定成長。到 2023 年，全球衛星物聯網用戶數量已成長至超過 510 萬人。預計到 2028 年，衛星物聯網用戶數將達到 2,670 萬，複合年增長率為 39.2%。

本報告提供全球衛星IoT通訊市場相關調查分析，提供衛星IoT通訊生態系統的概況，及衛星IoT經營者40公司的策略的檢討，新的LEO奈米衛星星系的影響相關預測，最新的產業趨勢等資訊。

目錄

圖表的清單

摘要整理

第1章 IoT衛星網路

• 衛星IoT技術的簡介
  • 傳統的GEO衛星群
  • 大型LEO衛星群的新時代
• 衛星IoT衛星群
  • 衛星軌道的類型
  • 太空碎片問題
  • 頻段
  • 延遲時間
  • 範圍和處理能力
  • 協議選擇和標準
• 衛星IoT產業的投資和M&A
• 衛星IoT的使用案例
• 經營模式和計劃策略
• 發射服務
• 衛星的設計和生產
• 衛星IoT的模組和終端
• 衛星IoT連接的價格設定範例

第2章 市場預測和趨勢

• 市場分析
  • 現有衛星物聯網營運商
  • 眾多新的近地軌道星座推動了一場新的太空競賽
  • 星地混合連結的努力不斷增加
  • 多星座項目取消
  • 衛星物聯網用戶預測
  • 衛星營運商的市場佔有率
• 地區趨勢
  • 歐洲
  • 北美
  • 中國
  • 其他地區
• 未來的產業趨勢

第3章 企業的簡介與策略

• 歐洲的衛星通訊業者
  • Apogeo Space
  • Astrocast
  • EchoStar Mobile
  • Eutelsat Group
  • Fossa Systems
  • Kineis
  • Lacuna Space
  • OQ Technology
  • Sateliot
• 北美的衛星通訊業者
  • Amazon
  • AST SpaceMobile
  • eSAT Global
  • E-Space
  • Globalstar
  • Hubble Network
  • Ingenu
  • Iridium
  • Kepler Communications
  • Ligado Networks
  • Lynk
  • Omnispace
  • Orbcomm
  • Skylo
  • Starlink (SpaceX)
  • Swarm Technologies
  • Telesat
  • Totum
  • Viasat (Inmarsat)
• 中國的衛星通訊業者
  • CASC and CASIC
  • Commsat
  • Galaxy Space
  • Geespace (Geely)
  • Guodian Tech
  • Head Aerospace
• 其他地區的衛星通訊業者
  • hiSky
  • Innova Space
  • Myriota
  • Roscosmos
  • Sky and Space Company
  • Thuraya
• 縮寫和簡稱的清單

This study investigates the satellite IoT connectivity market. The research covers a total of 40 satellite IoT operators including both the incumbent operators and all the new LEO smallsat constellations. The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 5.1 million in 2023. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 39.2 percent to reach 26.7 million units in 2028. Get up to date with the latest information and trends about the satellite IoT business opportunity.

Highlights from the report:

• 360-degree overview of the satellite IoT communications ecosystem.
• Reviews of the strategies of 40 satellite IoT operators.
• Perspectives on the impact of the new LEO nano satellite constellations.
• Summary of the latest industry trends and developments.
• Reviews of operator market shares and competitive dynamics.
• Extensive global and regional market forecasts lasting until 2028.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Satellite Networks for the Internet of Things

• 1.1. Introduction to satellite IoT technologies
  • 1.1.1. Traditional GEO constellations
  • 1.1.2. The new age of large LEO constellations
• 1.2. Satellite IoT constellations
  • 1.2.1. Satellite orbit types
  • 1.2.2. Space junk challenges
  • 1.2.3. Frequency bands
  • 1.2.4. Latency
  • 1.2.5. Coverage and capacity
  • 1.2.6. Protocol choices and standards
• 1.3. Investments and M&As in the satellite IoT industry
• 1.4. Use cases for satellite IoT
• 1.5. Business models and project strategies
• 1.6. Launch services
• 1.7. Satellite design and manufacturing
• 1.8. Satellite IoT modules and terminals
• 1.9. Satellite IoT connectivity pricing examples

2. Market Forecasts and Trends

• 2.1. Market analysis
  • 2.1.1. The incumbent satellite IoT operators
  • 2.1.2. The new space race boosted by numerous new LEO constellations
  • 2.1.3. Hybrid satellite-terrestrial connectivity initiatives on the rise
  • 2.1.4. Some constellation projects have been discontinued
  • 2.1.5. Satellite IoT subscriber forecasts
  • 2.1.6. Satellite operator market shares
• 2.2. Regional trends
  • 2.2.1. Europe
  • 2.2.2. North America
  • 2.2.3. China
  • 2.2.4. Rest of World
• 2.3. Future industry trends

3. Company Profiles and Strategies

• 3.1. European satellite operators
  • 3.1.1. Apogeo Space
  • 3.1.2. Astrocast
  • 3.1.3. EchoStar Mobile
  • 3.1.4. Eutelsat Group
  • 3.1.5. Fossa Systems
  • 3.1.6. Kineis
  • 3.1.7. Lacuna Space
  • 3.1.8. OQ Technology
  • 3.1.9. Sateliot
• 3.2. North American satellite operators
  • 3.2.1. Amazon
  • 3.2.2. AST SpaceMobile
  • 3.2.3. eSAT Global
  • 3.2.4. E-Space
  • 3.2.5. Globalstar
  • 3.2.6. Hubble Network
  • 3.2.7. Ingenu
  • 3.2.8. Iridium
  • 3.2.9. Kepler Communications
  • 3.2.10. Ligado Networks
  • 3.2.11. Lynk
  • 3.2.12. Omnispace
  • 3.2.13. Orbcomm
  • 3.2.14. Skylo
  • 3.2.15. Starlink (SpaceX)
  • 3.2.16. Swarm Technologies
  • 3.2.17. Telesat
  • 3.2.18. Totum
  • 3.2.19. Viasat (Inmarsat)
• 3.3. Chinese satellite operators
  • 3.3.1. CASC and CASIC
  • 3.3.2. Commsat
  • 3.3.3. Galaxy Space
  • 3.3.4. Geespace (Geely)
  • 3.3.5. Guodian Tech
  • 3.3.6. Head Aerospace
• 3.4. Rest of World satellite operators
  • 3.4.1. hiSky
  • 3.4.2. Innova Space
  • 3.4.3. Myriota
  • 3.4.4. Roscosmos
  • 3.4.5. Sky and Space Company
  • 3.4.6. Thuraya
• List of Acronyms and Abbreviations

List of Figures

• Figure 1.1: The main satellite orbits
• Figure 1.2: Orbiting objects
• Figure 1.3: Satellite frequency bands
• Figure 1.4: Latency for satellite networks
• Figure 1.5: Latest funding rounds for satellite IoT operators (2019-2024)
• Figure 1.6: M&As in the satellite IoT connectivity industry (2019-2024)
• Figure 2.1: Announced satellite IoT partnerships
• Figure 2.2: Satellite IoT subscriber forecast, by region (World 2022-2028)
• Figure 2.3: Satellite IoT subscriber forecast, by vertical (World 2022-2028)
• Figure 2.4: Satellite IoT connectivity revenue forecast (World 2022-2028)
• Figure 2.5: Satellite network operators by IoT subscriber base (Q4-2023)
• Figure 3.1: Satellite operators in Europe
• Figure 3.2: Satellite operators in North America
• Figure 3.3: The AFNIO constellation by Ingenu
• Figure 3.4: Doppler Multichannel Spread Spectrum (DMSS) by Totum
• Figure 3.5: Satellite operators in China
• Figure 3.6: Satellite operators in Rest of World