亞太地區近地軌道 (LEO) 衛星直接到設備 (D2D) 市場的成長機會，預測到 2029 年

Growth Opportunities in Satellite Direct-to-Device from Low Earth Orbit Market, Asia-Pacific, Forecast to 2029

出版日期: 2024年12月05日 | 出版商:

Frost & Sullivan | 英文 52 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

市場進入新維度，收益潛力實現轉型成長

亞太地區（APAC）來自低地球軌道（LEO）的衛星直接到設備收益將從2024年的10萬美元成長到2029年的6.468億美元，年複合成長率為28.6%（2025-2029年）。連接服務主要推動衛星 D2D收益。亞太地區因其區域性和易受自然災害影響而成為重要市場，自然災害可能對關鍵基礎設施造成廣泛破壞。在這個擁有數千個島嶼的廣闊地區，大約 55% 的人口仍然無法連接到網路。

LEO 的衛星 D2D 提高了衛星連接的競爭水平，並解決了基本服務負擔能力的問題。正在考慮兩種可能性：備份和補充依賴地面營運商的行動服務。確保消費者和企業無論身在何處都能保持聯繫，尤其是在緊急情況下，可以降低風險、減少消費者的不便以及減少當地企業的停機時間。

衛星提供商（其中許多與行動通訊業者合作）正在顛覆地面電波方法和實踐。然而，收益和商業案例論證是挑戰。儘管將會進行許多試驗，但到 2030 年，許多商業性可行的服務不太可能向大眾市場提供。頻譜和監管政策、生態系統開發和標準化工作的全球協調對於確保從 LEO 網路和設備到各種衛星 D2D 的互通性和可擴展性至關重要。致力於開放解決方案的強大夥伴關係具有更大的成長潛力。

The satellite direct-to-device (D2D) from low Earth orbit (LEO) revenue in Asia-Pacific (APAC) will increase from $0.1 million in 2024 to $646.8 million in 2029 at a 28.6% compound annual growth rate (2025-2029). Connectivity services will mainly drive satellite D2D revenue. APAC will be a key market due to its combination of geography and vulnerability to natural disasters that can cause widespread damage to critical infrastructure. In this region, which has countries with large land masses and thousands of islands, approximately 55% of the population remains without internet connectivity.

Satellite D2D from LEO will increase the competition level for satellite connectivity and address issues related to the affordability of basic services. Two possibilities are being investigated: as a backup and as a complementary to terrestrial carrier-dependent mobile services. The certainty of connecting consumers and enterprises wherever they are, especially in an emergency, will bring benefits in the form of reduced risks, less inconvenience for consumers, and less downtime for enterprises in the region.

Satellite providers, many in partnerships with mobile operators, are out to disrupt terrestrial approaches and practices. However, monetization and business case justification will be challenging. While there will be many trials, it is unlikely that many commercially viable services will serve the mass market before 2030. Global harmonization of spectrum and regulatory policy, ecosystem development, and standardization efforts will be crucial in ensuring interoperability and scalability across different satellite D2D from LEO networks and devices. Strong partnerships working on open solutions will have greater growth potential.

Transformation in the Satellite Direct-to-device Sector

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Satellite Direct-to-device Industry

Ecosystem

Scope of Analysis
Segmentation
Competitive Environment
Key Competitors and Profiles

Growth Generator

Growth Metrics
Growth Drivers
Growth Restraints
Forecast Considerations
Revenue Forecast
Revenue Forecast by Product
Revenue Forecast Analysis
Pricing Trends
Enablers of Market Growth: Commercial and Regulatory
Enablers of Market Growth: Technical

Growth Generator: SOS Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Generator: Connectivity Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Generator: Backhaul Services

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Universe

Growth Opportunity 1: Satellite Solutions from LEO for Satellite Providers
Growth Opportunity 2: Satellite-based Wholesale Backhaul Services for Mobile Operators and Enterprises
Growth Opportunity 3: Broadening Monetization Opportunities for Mobile Operators