Satellite direct-to-device market, 4th edition

This report describes the satellite direct-to-device (D2D) market opportunity, investigates market drivers and constraints and details key use cases.

The report forecasts service revenue and traffic by region and market segment. Additionally, it provides recommendations for satellite operators, mobile network operators (MNOs), and equipment and infrastructure vendors on the key strategic options in this market. 

Questions answered in this report

• What is the revenue opportunity for the emerging satellite D2D market?
• What use cases can MNOs target beyond their terrestrial coverage using satellite D2D technology?
• What are the limitations and strengths of satellite D2D technology?
• Which developments will shape the future of the market and how should players respond to this evolution?
• Who are the main players and what are the different strategies (spectrum, supply and capabilities, standards, business models, etc.)?

Who should read this report

• Satellite operators to understand the revenue potential, traffic forecast and key drivers and constraints.
• MNOs and CSPs to learn how the satellite D2D market could be a new source of growth and differentiation.
• Chipset and parts vendors, OEMs and infrastructure vendors (space and terrestrial) to assess the key strategic choices (spectrum, standards, business models) to best serve the ecosystem.
• Regulators, innovation and industry agencies to determine how the satellite D2D market can foster innovation and bridge the digital divide.

This report and the associated data annex provide forecasts for:

Coverage

• Recommendations for stakeholders in the satellite D2D ecosystem
• Service revenue forecast by region and segment
• Traffic forecast by region and segment
• Addressable market definition
• Strengths and limitations of the satellite D2D capabilities
• Timing of the technology evolution and implications for the development of the market
• Assessment and implications of key strategic choices: spectrum, standards and business models 

Companies mentioned

Airbus, Apple, AST SpaceMobile, AT&T, Bullitt, Echostar, Ericsson, Globalstar, Honor, Huawei, Inmarsat, Iridium, Lynk, Mediatek, Motorola, Nokia, Nothing, OmniSpace, Oppo, PNCC, Qualcomm, Rakuten, Sateliot, SCT, Skylo, SMART, Starlink, Telefónica, Thales Alenia Space, T-Mobile, vivo, Vodafone, Xiaomi