衛星IoT通信市場　第3版

Berg Insight「衛星IoT通信市場　第3版　- The Satellite IoT Communications Market – 3rd Edition」は世界の衛星IoT通信市場を調査し、2027年までの市場予測を行っています。また欧州および北米の主要衛星IoT事業者44社についても紹介しています。

当レポートの主な特長

• 衛星IoT通信のエコシステムの全方位概観
• 衛星IoTオペレータ44社の戦略レビュー
• 新しいLEO小型衛星の配置による影響に関する見解
• 最新業界動向と展開を要約
• オペレータの市場シェアと競合ダイナミクスのレビュー
• 202年までの世界と地域別の広範な市場予測

主な掲載内容

• モノのインターネット（IoT）向け衛星ネットワーク
  • 衛星IoT技術概説
  • 衛星IoTコンステレーション
  • 衛星IoT産業における投資とM&A
  • 衛星IoTのユースケース
  • ビジネスモデルとプロジェクト戦略
  • 打上げサービス
  • 衛星の設計と製造
  • 衛星IoTモジュールと端末
• 市場予測と動向
  • 市場分析
    • 今後の業界動向多数の新たなLEOコンステレーションで激化する新たな宇宙競争
    • 増加傾向にある衛星回線と地上回線のハイブリッド接続性に向けた新たな取り組み
    • 衛星IoT加入者数予測
    • 衛星事業者の市場シェア
  • 地域別動向
    • 欧州
    • 北米
    • 中国
    • その他の地域（RoW）
  • 今後の業界動向
• 企業情報と戦略
  • 欧州の衛星事業者
  • 北米の衛星事業者

Report Overview

The Satellite IoT Communications Market analyses the latest trends and developments on the emerging satellite IoT connectivity market. This strategic research report from Berg Insight provides you with 60 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

This study investigates the satellite IoT connectivity market. The research covers a total of 44 satellite IoT operators including both the incumbent operators and all the new LEO smallsat constellations. The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 4.5 million in 2022. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 39.6 percent to reach 23.9 million units in 2027. Get up to date with the latest information and trends about the satellite IoT business opportunity.

Highlights from the report:

• 360-degree overview of the satellite IoT communications ecosystem.
• Reviews of the strategies of 44 satellite IoT operators.
• Perspectives on the impact of the new LEO nano satellite constellations.
• Summary of the latest industry trends and developments.
• Reviews of operator market shares and competitive dynamics.
• Extensive global and regional market forecasts lasting until 2027.

The number of satellite IoT subscribers to reach 23.9 million in 2027

Only about 10 percent of the Earth’s surface has access to terrestrial connectivity services which leaves a massive opportunity for satellite IoT communications. Satellite connectivity provides a complement to terrestrial cellular and non-cellular networks in remote locations, especially useful for applications in agriculture, asset tracking, maritime and intermodal transportation, oil and gas industry exploration, utilities, construction and governments. Both incumbent satellite operators and more than two dozen new initiatives are now betting on the IoT connectivity market. This study covers a total of 44 satellite IoT operators. Only 19 of these offer commercial satellite IoT connectivity services today.
The global satellite IoT communications market is growing at a good steady pace. The global satellite IoT subscriber base grew to surpass 4.5 million in 2022. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 39.6 percent to reach 23.9 million units in 2027. Satellite IoT connectivity revenues are at the same time forecasted to grow at a compound annual growth rate (CAGR) of 35.3 percent from € 275.4 million in 2022 to approximately € 1.25 billion in 2027. Meanwhile the monthly ARPU is expected to drop to € 4.35 by 2027. Iridium, Orbcomm, Inmarsat and Globalstar are the largest satellite IoT network operators. Iridium grew its subscriber base by 20 percent in the last year and reached the number one spot serving 1.5 million subscribers. Originally a dedicated satellite operator, Orbcomm has transitioned into an end-to-end solution provider, delivering services on its own satellite network as well as being a reseller partner of Inmarsat and others. At the end of Q4-2022, the company had 1.1 million satellite IoT subscribers on its own and Inmarsat’s networks. Inmarsat does not currently report IoT subscribers. Globalstar reached 0.44 million subscribers. Other players with connections in the tens of thousands include for instance Myriota in Australia, Kineis in France and Thuraya in the UAE.

In addition to the incumbent satellite operators a number of new initiatives have appeared on the market recently. Examples of some high-profile projects are Astrocast, AST SpaceMobile, CASC/CASIC, E-Space, Fleet Space Technologies, Hubble Network, Kepler Communications, Kineis, Ligado Networks, Lynk, Myriota, Omnispace, Skylo, Swarm Technologies (SpaceX) and Totum. Many of these are based on low-earth orbit nano satellite concepts. While most rely on proprietary satellite connectivity technologies to support IoT devices, several are starting to leverage terrestrial wireless IoT connectivity technologies. Examples include OQ Technology, AST SpaceMobile, Omnispace, Sateliot, Galaxy Space, Ligado Networks, Lynk, Skylo and Starlink (3GPP 4G/5G); EchoStar Mobile, Fossa Systems, Lacuna Space, Innova Space and Eutelsat (LoRaWAN); and Hubble Network (Bluetooth).

Table of Contents

1 Satellite Networks for the Internet of Things

1.1 Introduction to satellite IoT technologies
1.1.1 Traditional GEO constellations
1.1.2 The new age of large LEO constellations
1.2 Satellite IoT constellations
1.2.1 Satellite orbit types
1.2.2 Space junk challenges
1.2.3 Frequency bands
1.2.4 Latency
1.2.5 Coverage and capacity
1.3 Investments and M&As in the satellite IoT industry
1.4 Use cases for satellite IoT
1.5 Business models and project strategies
1.6 Launch services
1.7 Satellite design and manufacturing
1.8 Satellite IoT modules and terminals

2 Market Forecasts and Trends

2.1 Market analysis
2.1.1 The incumbent satellite IoT operators
2.1.2 The new space race boosted by numerous new LEO constellations
2.1.3 Hybrid satellite-terrestrial connectivity initiatives on the rise
2.1.4 Satellite IoT subscriber forecasts
2.1.5 Satellite operator market shares
2.2 Regional trends
2.2.1 Europe
2.2.2 North America
2.2.3 China
2.2.4 Rest of World
2.3 Future industry trends

3 Company Profiles and Strategies

3.1 European satellite operators
3.1.1 Astrocast
3.1.2 EchoStar Mobile
3.1.3 Eutelsat
3.1.4 Fossa Systems
3.1.5 Hiber
3.1.6 Inmarsat
3.1.7 Kineis
3.1.8 Lacuna Space
3.1.9 OneWeb
3.1.10 OQ Technology
3.1.11 Sateliot
3.2 North American satellite operators
3.2.1 Amazon
3.2.2 AST SpaceMobile
3.2.3 Boeing
3.2.4 eSAT Global
3.2.5 E-Space
3.2.6 Globalstar
3.2.7 Hubble Network
3.2.8 Ingenu
3.2.9 Iridium
3.2.10 Kepler Communications
3.2.11 Ligado Networks
3.2.12 Lynk
3.2.13 Omnispace
3.2.14 Orbcomm
3.2.15 Skylo
3.2.16 Starlink (SpaceX)
3.2.17 Swarm Technologies
3.2.18 Telesat
3.2.19 Totum
3.3 Chinese satellite operators
3.3.1 CASC and CASIC
3.3.2 Commsat
3.3.3 Galaxy Space
3.3.4 Geely
3.3.5 Guodian Tech
3.3.6 Head Aerospace
3.3.7 Linksure
3.4 Rest of World satellite operators
3.4.1 Fleet Space Technologies
3.4.2 hiSky
3.4.3 Innova Space
3.4.4 Myriota
3.4.5 Roscosmos
3.4.6 Sky and Space Company
3.4.7 Thuraya

Glossary

List of Figures

Figure 1.1: The main satellite orbits ……… 6
Figure 1.2: Orbiting objects………… 7
Figure 1.3: Satellite frequency bands ……….. 8
Figure 1.4: Latency for satellite networks …….. 10
Figure 1.5: Latest funding rounds for satellite IoT operators (2019–2023)…….. 11
Figure 1.6: M&As in the satellite IoT connectivity industry (2019–2023) …… 12
Figure 2.1: Announced satellite IoT partnerships …… 20
Figure 2.2: Satellite IoT subscriber forecast, by region (World 2021–2027)…… 21
Figure 2.3: Satellite IoT subscriber forecast, by vertical (World 2021–2027) …. 21
Figure 2.4: Satellite IoT connectivity revenue forecast (World 2021–2027)……. 22
Figure 2.5: Satellite network operators by IoT subscriber base (Q4-2022)……. 23
Figure 3.1: Satellite operators in Europe ……… 28
Figure 3.2: Satellite operators in North America…….. 38
Figure 3.3: The AFNIO constellation by Ingenu……… 42
Figure 3.4: Doppler Multichannel Spread Spectrum (DMSS) by Totum …… 50
Figure 3.5: Satellite operators in China………… 51
Figure 3.6: Satellite operators in Rest of World ……… 54