Starlink Maritime Service:服務供應商的策略

自從2022年第三季到2023年第一季開始以來，NSR從公開公告中確認試航Starlink的船舶數量增加了184%。一旦所有這些試點都進入全面部署階段，Starlink將在海上衛星通信市場前所未有地普及。

本報告提供Starlink Maritime Service調查的展望，Starlink概要，目前試驗性導入趨勢與這次預測，海上服務供應商應採取策略等資料。

本報告回答的問題

• 現在試驗性導入Starlink的船舶數和至2023年的估計數量
• 海上服務供應商應該怎樣對應Starlink
• 價值鏈能在哪裡尋求下個階段的收益

目錄

• 1.摘要整理
• 2.分析、建議
• 3.附錄
• 4.關於著者及NSR an Analysys Mason Company

Report Summary:

Starlink is THE conversation happening across the maritime industry. End-users are looking to understand the opportunities the service can unlock within their organization. Service providers are wondering if Starlink is a the threat or opportunity. Everyone is looking to understand if Starlink is friend or foe.

This strategy report focuses on how maritime service providers can survive and thrive with Starlink. Since its launch in Q3-2022 to Q1-23, NSR is tracking a 184% increase in the number of vessels under trial by public announcements. Should all these trials convert into production networks, then Starlink is on track for one of the fastest adoption rates ever seen in the maritime SATCOM market.

In short - Maritime Service Providers cannot afford to have a Starlink Strategy. Ignoring the enthusiasm and momentum is no longer viable. Instead, they must chart a path which manages internal revenue streams alongside customer expectations. Bottom line, the metrics of success for Maritime Service Providers are on the cusp of an evolution.

Key questions are answered in this report?

• How many vessels are under trial by Starlink today, and estimated by 2023.

• How should Maritime Service Providers respond to Starlink?

• Where can the value-chain look for the next phase of revenues?

Who Should Purchase this Report:

• Satellite Operators looking to understand a key competitor

• Service Providers considering their LEO strategies

Key Features:

Covered in this Report:

• NEW short-form report style gets right to the point.

• Starlink trial announcements and currently announced service provider partners

• An analysis of the threat that Starlink represents for maritime SATCOM service providers

• Information regarding the current adoption of Starlink's services within the maritime industry and maritime connectivity providers

• A discussion regarding the potential for further adoption of Starlink by End-users

"SATCOM service providers should not compete with Starlink but try to implement it within their service portfolio; they should step away from providing solely connectivity and focus on other revenue generating services such as support or value-added applications."

The release of Starlink's maritime services inevitably disturbs the maritime connectivity market. Many SATCOM service providers are unclear as to if and how they should compete with Starlink within the maritime industry.

Table of Contents

• 1. Executive Summary

• 2. Analysis and Recommendations

• 3. Appendix

• 4. About the authors and NSR an Analysys Mason Company