Direct-to-Cell 全球市場：2024-2029

本研究包為包括行動和衛星網路營運商在內的利害關係人提供了有關這個快速新興市場前景的關鍵分析。本報告透過全面的市場資料以及對 Direct-to Cell 網路產生的總連接數、收入和資料的五年預測來評估生態系統的未來前景。

對於考慮推出 Direct-to-Cell 服務的網路營運商，也按行動訂閱、行動寬頻和企業物聯網等管道提供合作夥伴關係和市場進入策略的策略建議。本研究考慮了影響 Direct-to-Cell 服務成長的各種因素，包括衛星成功發射的可能性、行動用戶採用衛星連接的意願以及將推動未來採用需求的關鍵應用。

還包括一份策略和趨勢文件，用於衡量市場規模並提供60個國家和多個不同細分市場的關鍵預測資料，以及對關鍵趨勢、挑戰的完整評估以及為利益相關者提供的關鍵建議。

主要功能

• 主要要點和策略建議：詳細分析 Direct-to-Cell 市場的主要成長機會和主要發現，並為行動網路營運商和衛星網路營運商提供策略建議。還包括對商業服務和商業模式的分析，這些分析為商業衛星服務的未來成長提供了有利的條件。
• 基準產業預測：全面的產業資料和預測提供了市場未來成長機會的分析。讀者將受益於 Direct-to-Cell 連接所產生的連接、收入和資料的特定國家/地區的預測。
• 國家準備指數：Juniper Research利用國家準備指數來確定大規模地理覆蓋範圍、定價、設備級支援等方面的要求，深入了解哪些國家/地區準備就緒。這使讀者能夠充分了解 60個選定國家的當前發展時間表以及推出 Direct-to Cell 服務的最成功策略。
• 主要 Direct-to-Cell 合作夥伴關係的案例研究：衛星網路營運商主要合作夥伴關係的案例研究提供了市場前景和未來可能的獲利策略。這些案例研究分析了可尋址市場以及這些合作夥伴關係如何提供整合蜂巢式網路、地面網路和手持行動電話以創建商業上可行的服務的框架。

市場資料與預測

研究套件包括對由 51個表格和超過 23,200個資料點組成的完整預測資料集的存取。此調查套件包括以下指標：

• Direct-to-Cell 連線總數
• Direct-to-Cell 連線的APRC（每次連線平均收入）總計
• 營運商透過 Direct-to-Cell 連線獲得的總收入
• Direct-to Cell 連線產生的資料總量

Juniper Research 互動式預測 Excel 有以下功能：

• 統計分析：可搜尋特定指標並查看資料期間所有地區和國家的資料。可以輕鬆修改圖表並將其匯出到剪貼簿。
• 國家/地區資料工具：此工具可查看預測期間內的所有區域和國家指標。可縮小搜尋欄中顯示的指標範圍。
• 國家比較工具：使用者可以選擇國家/地區並針對特定國家/地區進行比較。該工具包括匯出圖表的功能。
• 假設分析：允許使用者比較預測假設。有5個互動場景。

範例視圖

市場趨勢與預測 PDF 報告：

對當前市場情勢的全面分析，包括策略建議和預測演練

目錄

第1章 要點與策略建議

• 要點
• 策略建議

第2章 市場展望與獲利模式

• Direct-to-Cell通訊：簡介
• Direct-to-Cell 通訊的市場成長
  • 衛星發射成本和確保投資報酬率
  • Direct-to-Cell 服務的總市場規模
    • 消費者導向的Direct-to-Cell 市場
    • 企業導向的Direct-to-Cell 市場
    • LPWA網路
    • LTE-M
• 主要 Direct-to-Cell 服務
  • 簡訊
  • 音訊
  • 行動資料

第3章 產業分析

• Direct-to-Cell 市場產業分析

第4章 準備指數：依地區

• Direct-to-Cell 市場：國家準備指數
  • 優先市場
  • 主要關注市場
  • 主要感興趣市場的趨勢
  • 不斷成長的市場
  • 在不斷成長的市場中實現投資報酬率最大化的關鍵策略
  • 市場飽和
  • 新興市場

第5章 市場預測及要點

• Direct-to-Cell 市場預測：簡介
• 市場概覽
  • Direct-to-Cell 連線總數
  • Direct-to-Cell 總收入
• 智慧型手機直接到手機通信
  • 連接總數
  • 總收入
• 寬頻直接連接到 Cel
  • 連接總數
  • 總收入
• 企業導向的Direct-to-Cell
  • 連接總數
  • 總收入

Overview

Our newest "Direct-to-Cell" research provides market stakeholders, such as mobile network operators and satellite network operators, with key analysis of the future of this rapidly emerging market. The market-leading report evaluates the future prospects for the ecosystem through comprehensive market data and 5-year forecasts for the total number of connections, revenue and data generated by direct-to-cell networks.

The study also provides strategic recommendations on partnerships and go-to-market strategies for network operators looking to launch a direct-to-cell service; split by channels such as mobile subscriptions, mobile broadband and enterprise IoT. The study considers various elements that will impact the growth of direct-to-cell services, such as the future of successful launches of satellites, the willingness of mobile users to adopt satellite connectivity, and the major applications that will drive demand for future adoption.

The suite includes both a data deliverable, sizing the market and providing key forecast data across 60 countries and several different segments, as well as a strategy and trends document which gives a complete assessment of the key trends, challenges and key recommendations for stakeholders. Collectively, they provide a critical tool for understanding this rapidly emerging market, allowing network operators and technology vendors to shape their future strategy.

Key Features

• Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and key findings within the direct-to-cell market, accompanied by strategic recommendations for mobile network operators and satellite network operators. It contains an analysis of the commercial services and business models that position commercial satellite services well for future growth of direct-to-cell solutions.
• Benchmark Industry Forecasts: Our comprehensive industry data and forecasts provide analysis for future growth opportunities in the market. Readers will benefit from country specific forecasts for connections, revenue and data generated by direct to cell connectivity.
• Country Readiness Index: Juniper Research has leveraged our Country Readiness Index to provide insight into which countries are most prepared for commercial direct-to-cell services, including the requirement for mass geographical coverage, affordability and device-level support. This enables readers to gain a thorough understanding of the current development timelines for 60 select countries and the most successful strategies for launching a direct-to-cell service.
• Key Direct-to-Cell Partnership Case Studies: Juniper Research has included case studies on key partnerships by satellite network operators; providing a thorough evaluation of their market prospects and potential future monetisation strategies. These case studies provide analysis of the addressable market, and how these partnerships will provide a framework for integrating cellular networks, terrestrial networks and handheld phones to create a commercially viable service.

Market Data & Forecasts

The market-leading research suite for the direct-to-cell market includes access to the full set of forecast data of 51 tables and over 23,200 datapoints. Metrics in the research suite include:

• Total Number of Direct-to-Cell Connections
• Total APRC (average revenue per connection) for Direct-to-Cell Connections
• Total Operator Revenue from Direct-to-Cell Connections
• Total Data Generated by Direct-to-Cell Connections

These metrics cover the following industries:

• Enterprise Connectivity & IoT
• Mobile Subscriptions
• Residential Broadband

Juniper Research Interactive Forecast Excel contains the following functionality:

• Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed in for all regions and countries across the data period. Graphs are easily modified and can be exported to the clipboard.
• Country Data Tool: This tool lets users look at metrics for all regions and countries in the forecast period. Users can refine the metrics displayed via a search bar.
• Country Comparison Tool: Users can select countries and compare each of them for specific countries. The ability to export graphs is included in this tool.
• What-if Analysis: Here, users can compare forecast metrics against their own assumptions. 5 interactive scenarios

SAMPLE VIEW

Market Trends & Forecasts PDF Report:

A comprehensive analysis of the current market landscape, alongside strategic recommendations and a walk-through of the forecasts.

Table of Contents

1. Key Takeaways & Strategic Recommendations

• 1.1. Key Takeaways
• 1.2. Strategic Recommendations

2. Market Outlook & Monetisation Models

• 2.1. Introduction to Direct-to-Cell Communications
  • Figure 2.1: Total Number of Direct-to-Cell Connections by 2029 (m), Split by 8 Key Regions:
  • Figure 2.2: Direct-to-Cell Value Chain
  • 2.1.1. Spectrum Licencing and Usage
    • Figure 2.3: Key Satellite Bands
    • i. The FCC's SCS
• 2.2. Market Growth for Direct-to-Cell Communications
  • Figure 2.4: Global Number of Satellites in Orbit, Split by LEO, MEO (Medium Earth Orbit), and GEO (Geostationary Earth Orbit), 2021-2019
  • Figure 2.5: AST SpaceMobile's BlueWalker 3 Test Satellite
  • i. The Cost of Satellite Launches & Securing ROI
    • Figure 2.6: Cumulative Investment in Satellite Launches, Split by 8 Key Regions, 2024-2029
  • 2.2.2. The Total Addressable Market for Direct-to-Cell Services
    • i. Consumer Direct-to-Cell
      • Figure 2.7: Global Number of Smartphones (m), Split by Compatible and Non-compatible Direct-to-Cell Devices, 2024-2029
    • ii. Enterprise Direct-to-Cell Market
      • Figure 2.8: Total Number of Cellular IoT Connections (m), Split by Wireless Technology, 2020-2028
    • iii. LPWA Networks
    • iv. LTE-M
      • Figure 2.9: Key LTE-M Use Cases
• 2.3. Key Direct-to-Cell Services
  • 2.3.1. SMS
    • Figure 2.10: Total SMS Traffic (m), Split by 8 Key Regions, 2024-2029
  • 2.3.2. Voice
    • Figure 2.11: Total Operator Voice Minutes (m), Split by 8 Key Regions, 2022-2027
  • 2.3.3. Mobile Data
    • Figure 2.12: Total Data Generated by Cellular Devices (PB), Split by 3 Categories, 2020-2029

3. Industry Analysis

• 3.1. Direct-to-Cell Industry Analysis
  • Figure 3.1: Global GDP ($bn), Split by 14 Key Sectors, 2013-2023
  • Figure 3.2: Top 10 Countries by GDP Attributable to Agriculture ($m) & Proportion of Total GDP Attributable to Agriculture (%) in 2023

4. Regional Readiness Index

• 4.1. Direct-to-Cell Country Readiness Index
  • Figure 4.1: Countries in Each Region
  • Table 4.2: Juniper Research Direct-to-Cell Readiness Index: Scoring Criteria
  • Figure 4.3: Juniper Research Country Readiness Index: Direct-to-Cell 2024
  • Table 4.4: Juniper Research Country Readiness Index: Country Categorisation
  • 4.1.1. Focus Markets
    • Figure 4.5: Total Satellite Service Provider Revenue from Connections Connecting to Direct-to-Cell Services ($m), Split by 9 Select Focus Markets, 2024-2029
  • 4.1.2. Select Focus Market Analysis
    • i. US
    • ii. China
    • iii. EU
    • iv. Japan
    • v. Australia
  • 4.1.3. Key Focus Market Trends
    • i. Affluent Regions
      • Figure 4.6: GDP per Capita ($) in 2024, Split by 16 Leading Focus Markets
    • ii. Developed National Space Programmes
    • iii. Need for Wide Geographic Coverage
      • Figure 4.7: Focus Market Country Land Mass
  • 4.1.4. Growth Markets
    • i. Long Term Growth Opportunities with Large User Bases
      • Figure 4.8: Total Mobile Subscriptions (m), Split by 10 Growth Markets, 2024-2029
    • ii. Lagging Telecommunications Development Ecosystems
  • 4.1.5. Key Strategies to Maximising ROI in Growth Markets
    • i. Early Mover Advantage Is Not Always Advantageous
      • Figure 4.9: Monthly Subscriber ARPU ($), Split by 10 Growth Markets, 2024-2029
    • ii. Pricing of Services Will be Instrumental in Fostering Adoption
      • Figure 4.10: Average Direct-to-Cell Revenue per Active User ($) in 2029, Split by 10 Growth Markets
    • iii. Leading Players will Not Wait for Regulation, Regulatory Bodies Must Keep Pace
  • 4.1.6. Saturated Market
    • Figure 4.11: Total Direct-to-Cell Revenue from Select Saturated Markets in 2029 ($m)
  • 4.1.7. Developing Markets
    • Table 4.12: Juniper Research Country Readiness Index Heatmap: Focus Markets
    • Table 4.13: Juniper Research Country Readiness Index Heatmap: Growth Markets
    • Table 4.14: Juniper Research Country Readiness Index Heatmap: Saturated Markets
    • Table 4.15: Juniper Research Country Readiness Index Heatmap: Developing Markets

5. Market Forecasts & Key Takeaways

• 5.1. Introduction to Direct-to-Cell Market Forecasts
  • 5.1.1. Data & Forecast Methodology
    • Figure 5.1: Mobile Subscriber Direct-to-Cell Forecast Methodology
    • Figure 5.2: Residential Broadband Direct-to-Cell Forecast Methodology
    • Figure 5.3: Enterprise Direct-to-Cell Forecast Methodology
• 5.2. Market Summary
  • 5.2.1. Total Number of Direct-to-Cell Connections
    • Figure & Table 5.4: Total Number of Direct-to-Cell Connections (m), Split by 8 Key Regions, 2024-2029
  • 5.2.2. Total Revenue from Direct-to-Cell Communications
    • Figure & Table 5.5: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
    • Table 5.6: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 3 Key Categories, 2024-2029
• 5.3. Smartphone Direct-to-Cell Communications
  • 5.3.1. Smartphone Direct-to-Cell Connections
    • Figure & Table 5.7: Total Mobile Subscribers that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.3.2. Total Revenue from Smartphone Direct-to-Cell Communications
    • Figure & Table 5.8: Total Satellite Service Provider Revenue from Mobile Subscription Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.4. Broadband Direct-to-Cell
  • 5.4.1. Broadband Direct-to-Cell Connections
    • Figure & Table 5.9: Total Number of Residential Direct-to-Cell Broadband Subscriptions (m), Split by 8 Key Regions, 2024-2029
  • 5.4.2. Broadband Direct-to-Cell Revenue
    • Figure & Table 5.10: Total Satellite Service Provider Revenue from Residential Broadband Connection Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.5. Enterprise Direct-to-Cell
  • 5.5.1. Enterprise Direct-to-Cell Connections
    • Figure & Table 5.11: Total Cellular IoT Connections that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.5.2. Enterprise Direct-to-Cell Revenue
    • Figure & Table 5.12: Total Satellite Service Provider Revenue from IoT Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029