Satellite Direct-to-Device: All Regions
Market Data | 3Q 2026 | MD-SATCN-104
| 出版 | ABI Research |
| 出版年月 | 2026年07月 |
| 図表数 | 28 |
| ベーシックライセンス | USD 7,500 |
| 種別 | 英文調査報告書 |
| 商品番号 | SMR-25767 |
リサーチハイライト
- 2035年までの世界における衛星D2D接続の予測（事業者、地域、サービスティア、主要接続プロトコル、デバイスタイプ別）。
- Skylo、Starlink Mobile、Tiantong-BeiDou、Apple-Globalstar、Lynk Global、Space42、およびその他のプロバイダーを含む、2025年のD2D市場における立ち位置の事業者別評価。
- 無料・標準搭載型、プラン内バンドル型、および単体アドオン型というD2D（Direct-to-Device）サービスモデルの比較分析（ARPUへの影響や導入経路を含む）。
- 2035年までのIoT-NTN、NR-NTN、衛星LTE、および独自プロトコルにわたるD2D接続のセグメンテーション予測。
- スマートフォン、車両、タブレット、ウェアラブル、その他のデバイスにおける衛星D2D（Direct-to-Device）採用の市場セグメンテーション、およびコネクテッドカーやウェアラブルデバイス分野における新たな機会の分析。
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Actionable Benefits
- Identify which regions, operators, and service models are positioned to drive Direct-to-Device (D2D) adoption, with particular focus on North America’s lead and the role of Mobile Network Operator (MNO)-satellite partnerships.
- Evaluate how free/native, bundled, and standalone D2D service tiers differ in adoption potential, Average Revenue per User (ARPU) contribution, and long-term monetization opportunity.
- Compare the commercial implications of Internet of Things (IoT)-Non-Terrestrial Network (NTN), New Radio (NR)-NTN, Satellite Long Term Evolution (LTE), and proprietary satellite connectivity protocols as the market shifts toward higher-speed D2D services.
- Prioritize D2D strategies across smartphones, wearables, vehicles, tablets, and emerging device categories based on forecast connection growth and service premium potential.
- Quantify the revenue opportunity for satellite D2D services using operator-level connection forecasts, service-tier segmentation, ARPU assumptions, and paid subscription modeling.
Research Highlights
- Forecasts of global satellite D2D connections by operator, region, service tier, primary connectivity protocol, and device type through 2035.
- Operator-level assessment of 2025 D2D market positioning, including Skylo, Starlink Mobile, Tiantong-BeiDou, Apple-Globalstar, Lynk Global, Space42, and other providers.
- Comparative analysis of free/native SOS, bundled in-plan, and standalone add-on D2D service models, including ARPU implications and adoption pathways.
- Forecast segmentation of D2D connections across IoT-NTN, NR-NTN, Satellite LTE, and proprietary protocols to 2035.
- Market segmentation of satellite D2D adoption across smartphones, vehicles, tablets, wearables, and other devices, with analysis of emerging opportunities in connected vehicles and wearable devices.
Critical Questions Answered
- How quickly will global satellite D2D connections grow between 2025 and 2035, and which regions will account for the largest share of adoption?
- Which operators are leading the satellite D2D market today, and how do Skylo, Starlink Mobile, Tiantong-BeiDou, Apple-Globalstar, Lynk Global, Space42, and other providers compare by connection base?
- Which D2D service tiers generate the strongest monetization potential, and how should operators balance broad penetration against ARPU growth?
- How will IoT-NTN, NR-NTN, Satellite LTE, and proprietary protocols shape the evolution of D2D connectivity through 2035?
- Which device categories—smartphones, vehicles, wearables, tablets, or other connected devices—will create the greatest D2D connection and revenue opportunities?
Who Should Read This?
- MNO strategy, product, and pricing teams developing satellite D2D offerings and evaluating whether to launch free, bundled, or standalone service tiers.
- Satellite network operators and D2D platform providers assessing operator partnerships, protocol roadmaps, regional adoption patterns, and long-term connection growth.
- Smartphone, wearable, tablet, and connected device Original Equipment Manufacturers (OEMs) evaluating the commercial opportunity for embedded satellite connectivity and emergency SOS capabilities.
- Automotive OEM connectivity, infotainment, and telematics teams assessing satellite D2D as a premium connected vehicle service and future bundled or add-on offering.
- Telco infrastructure, spectrum, and standards teams tracking the transition from proprietary and IoT-NTN services toward NR-NTN and higher-speed satellite connectivity.
Tables
- NTN Connections by Satellite Network Operator, World Markets: 2025
- NTN Connections by Device Type, World Markets: 2024 to 2035
- NTN Connections by Primary Protocol, World Markets: 2024 to 2035
- NTN Connections by Primary Service Tier, World Markets: 2024 to 2035
- NTN Connections by Orbit, World Markets: 2024 to 2035
- NTN Connections by Country, World Markets: 2024 to 2035
- NTN Connections by Industry Sector, World Markets: 2024 to 2035
- Paid NTN Subscribers by Satellite Network Operator, World Markets: 2025
- Paid NTN Subscribers by Device Type, World Markets: 2024 to 2035
- Paid NTN Subscribers by Primary Protocol, World Markets: 2024 to 2035
- Paid NTN Subscribers by Primary Service Tier, World Markets: 2024 to 2035
- Paid NTN Subscribers by Orbit, World Markets: 2024 to 2035
- Paid NTN Subscribers by Country, World Markets: 2024 to 2035
- Paid NTN Subscribers by Industry Sector, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Satellite Network Operator, World Markets: 2025
- NTN Subscriber Revenue by Device Type, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Primary Protocol, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Primary Service Tier, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Orbit, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Country, World Markets: 2024 to 2035
- NTN Subscriber Revenue by Industry Sector, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Satellite Network Operator, World Markets: 2025
- NTN Subscriber Annual ARPU by Device Type, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Primary Protocol, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Primary Service Tier, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Orbit, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Country, World Markets: 2024 to 2035
- NTN Subscriber Annual ARPU by Industry Sector, World Markets: 2024 to 2035