Direct to Cell Market: 2026-2031
| 出版 | Juniper Research |
| 出版年月 | 2026年06月 |
| ベーシックライセンス | GBP 2,990 |
| 種別 | 英文調査報告書 |
| 商品番号 | SMR-5469 |
Juniper Research（ジュニパーリサーチ）「Direct-to-Cell市場 2026-2031年 – Direct to Cell Market: 2026-2031」は移動体通信事業者（MNO）向けのDirect to Cell（衛星直接通信）市場を調査し、同サービスの開発・提供を行うMNO向けに詳細な分析と戦略的な提言を行っています。
非地上系ネットワーク（NTN）への一般的なスマートフォンによるアクセスが普及しつつある中、加入者向けにDirect to Cellサービスを導入するMNOの数も増加しています。
本レポートでは、消費者および企業からのDirect to Cellサービスに対する需要を分析するとともに、MNOが加入者向けサービスを収益化する際に活用可能なビジネスモデルについても詳細に検討します。さらに、同サービスに伴う主要な課題の検証や、国際的なDirect to Cellサービスといった新たな機会の評価に加え、Juniper Research独自の「国別準備状況指数（Country Readiness Index）」を用いて、60カ国以上における導入状況や今後の展望についても評価を行います。
また、StarlinkやAST SpaceMobileなど、ダイレクト・トゥ・セル（Direct-to-Cell）市場に参入している衛星通信事業者7社に関するプロファイルも提供されます。本パッケージにはデータ成果物も含まれており、8つの主要地域・60カ国以上を対象に、月間アクティブユーザー数やダイレクト・トゥ・セル事業の総収益といった主要な予測データや市場規模の推計が提示されます。
主な特徴
- 重要なポイントと戦略的提言：Direct-to-Cell（D2C：衛星・携帯電話直接通信）市場の将来に向けた主要な開発機会と調査結果の詳細な分析に加え、MNO（移動体通信事業者）が同サービスから投資収益を最大化するための提言。
- 市場の動向：MNOがDirect-to-Cellで収益化を図るためのビジネスモデルに関する考察、消費者需要の動向とトレンドの分析、および同サービスの普及を加速させるためのMNO向け提言。
- 業界予測のベンチマーク：Direct-to-Cell市場に関する5カ年予測（月間アクティブ接続数および総収益を含む）を提供。
- Juniper Researchによるベンダープロファイル：Direct-to-Cellサービスを提供している、あるいは将来的に主要プレーヤーとなる可能性のある7社についての分析と評価。
- AST SpaceMobile
- EchoStar
- Iridium
- Lynk Global
- Skylo
- Starlink
- Viasat
プレスリリース
「Direct to Cell」：2031年までに月間アクティブユーザー数が1億3,000万人超に達する見込み、ただし利用規模は予想を下回る予測
英国ハンプシャー発 – 2026年6月1日：世界的な技術戦略調査会社であるJuniper Research（ジュニパー・リサーチ）の新たな調査によると、「Direct to Cell（D2C：衛星から携帯電話への直接通信）」サービスの月間アクティブユーザー数は、2026年の1,740万人から2031年には1億3,300万人へと増加すると予測されています。
Overview
The report includes analysis of the demand for direct to cell services from consumers and enterprises, as well as detailed analysis of the business models MNOs can utilise to monetise direct to cell services with mobile subscribers. In addition, it assesses the key challenges with direct to cell services, appraises emerging opportunities such as international direct to cell, and evaluates the deployment and future of direct to cell in more than 60 different countries via Juniper Research’s Country Readiness Index.
MNOs are also provided with profiles on seven satellite providers investing in the direct to cell market, including Starlink and AST SpaceMobile. The suite includes a data deliverable; sizing the market and providing key forecast data across 60+ countries in eight key regions, including the total number of monthly active users and total direct to cell revenue.
Collectively, the suite provides a critical tool for understanding the development and monetisation of direct to cell services; allowing MNOs and other stakeholders to effectively plan for expanding mobile services beyond terrestrial network.
All report content is delivered in the English language.
Key Features
- Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and findings for the future of the direct to cell market, along with recommendations for how MNOs can maximise their return on investment from direct to cell services.
- Market Dynamics: Insights into the business models available to MNOs for direct to cell monetisation, analysis of the dynamics and trends in consumer demand, and recommendations for how MNOs can accelerate direct to cell adoption.
- Benchmark Industry Forecasts: The suite provides five-year forecasts for the direct to cell market, including the total number of monthly active direct to cell connections and total direct to cell revenue.
- Juniper Research Vendor Profiles: Key player analysis and assessment for seven vendors providing direct to cell services or positioned to become key players in the future:
- AST SpaceMobile
- EchoStar
- Iridium
- Lynk Global
- Skylo
- Starlink
- Viasat
Research Deliverables
Market Data & Forecasts
- Total Number of Monthly Active Direct to Cell Connections
- Total Direct to Cell Revenue
Juniper Research’s Interactive Forecast Excel contains the following functionality:
- Statistics Analysis: Users benefit from the ability to search for specific metrics; displayed 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 enables users to 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 and compare 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, via three interactive scenarios.
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プレスリリース
Direct to Cell: Monthly Active Users to Reach Over 130 Million by 2031, But Usage Forecast to Be Lower Than Anticipated
Hampshire, UK – 1st June 2026: A new study by global tech strategists Juniper Research projects that the total number of monthly active direct to cell (D2C) users will rise from 17.4 million in 2026 to 133 million in 2031.
This substantial growth will be driven by new mobile network operators (MNOs) launching D2C services, as well as the entry of new satellite operators such as AST SpaceMobile.
However, the report found that whilst an increasing number of MNOs are launching D2C services, usage will remain below initial expectations. D2C is a technology that allows standard unmodified smartphones to connect directly to satellites.
Challenges to Consumer Demand for Direct to Cell Are Structural
The report argued that losses in coverage are often caused by dense urban settings and physical barriers such as thick walls, which D2C services do not address. Research author Alex Webb remarked: “Consumer demand for D2C is currently concentrated to specific trips and travel, such as to national parks and nature reserves, rather than during everyday usage of mobile services.”
Despite this limitation, D2C holds significant value to consumers living in, or visiting, rural and remote areas, with Juniper Research expecting usage to spike during warm weather. The report recommends that MNOs expand access to D2C services by offering temporary access models to mobile subscribers. By introducing greater flexibility to mobile subscribers, MNOs will be able to optimise access for seasonal and intermittent users.
The new research suite offers the most comprehensive assessment of the D2C market to date, including insightful market analysis and in-depth forecasts for over 60 countries. The dataset contains over 2,000 market statistics within a five-year period. It includes a ‘Competitor Leaderboard’ and an examination of current and future market opportunities.