雷达：卫星和电信公司

The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments and societalchange. Our vision is to unlock the full power of connectivityso that people, industry, and society thrive. Representingmobile operators and organisations across the mobileecosystem and adjacent industries, the GSMA delivers forits members across three broad pillars: Connectivity for GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our data coversevery operator group, network and MVNO in every countryworldwide – from Afghanistan to Zimbabwe. It is the most GSMA Intelligence is relied on by leading operators, vendors,regulators, financial institutions and third-party industryplayers, to support strategic decision-making and long-term investment planning. The data is used as an industry We invite you to find out more at gsma.com Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. Follow the GSMA: @GSMA info@gsmaintelligence.com Published October 2023 AuthorsTim Hatt,Head of Research and Consulting This report was conducted by GSMA Intelligence andsupported by sponsors Skylo and Comtech. Executive Despite gains in internet penetration levels across much of the world, stubborn Some 1.2 billion people do not have a mobile phone. Mobile internet take-up isaround 55%, but the rate of growth has slowed and continues to slow. While networkcoverage has expanded to more than 90% of the global population, the coverage gap The consumer, enterprise and government segments are all in play for operatorsusing satellite-enabled connectivity. While GSMA Intelligence has writtenextensively on the consumer side, this report explores the business-to-business(B2B) dimension. It reflects growing demand from enterprise groups and a rise inthe supply of satellite-capable IoT devices embedded with the requisite chipsets A hive of competitive activity has taken root Skylo has introduced standards-based satellitefunctionality for consumer smartphones andenterprise IoT devices with a consortium of partners,including chipset makers (MediaTek, Qualcomm, Sony),satellite partners (Viasat), carriers (Deutsche Telekom,Emnify, floLIVE) and eSIM/iSIM provider, Kigen. Skylo’s3GPP standards-based approach doesn’t require a targeting IoT devices with satellite connectivity. Theyuse micro-sats roughly the size of a small home-delivery package, and embed a low-cost, custommodem in IoT devices to receive the connectivity.Meanwhile, Sateliot launched the first of a plannedconstellation of 250 satellites in April 2023 based onthe 3GPP standards. The payloads can support low-power use cases (i.e. messaging) using narrowbandIoT, with extensive geographic coverage. The companyhas also partnered with AWS for cloud and gatewayinfrastructure. The potential revenue is $10 billion per year, from enterprises alone GSMA Intelligence modelling suggests a potentialoverall uplift in the annual revenues mobile operatorsearn from B2B clients using satellite by around$4 billion globally, to $10 billion per year by 2035.Manufacturing, automotive and agriculture accountfor 65% of the addressable revenue opportunity.This speaks to both new demand and upselling The potential $10 billion per year from B2B enabledby satellite connectivity may seem small comparedto mobile operator revenues of around $1 trillionworldwide now. However, if B2B accounts for 20–25%of total revenues now and rises to 30% by 2035 on Partnerships are moving from trials to commercial rollouts There is a growing list of partnerships betweenoperators and satellite groups, spanning severalcontinents and covering direct-to-device (D2D) andother LEO technologies. Bharti Airtel’s partnershipwith OneWeb to provide enhanced coverage in Indiahas the single largest addressable base. Those of All three of the national US operators have activesatellite partnerships. AT&T has existing agreements withOneWeb and AST SpaceMobile, Verizon with Amazon’sKuiper, and T-Mobile with Starlink. Vodafone and Orangehave deals in place with AST SpaceMobile and OneWebrespectively, with an intention to deploy across their In terms of regulatory issues, one risk is instanceswhere satellite companies seek to reuse terrestrialspectrum. Terrestrial licensed spectrum is acquiredby telecoms operators on the basis of its intended ensure signals are only used by customers of telecomspartners in the specific geographic areas where those From concept Coverage gaps to close Momentum in partnerships between telecomsoperators and satellite companies has continued in2023, with a shift from pilots to commercial launchesimplying service availability in late 2023 or early 2024.This new phase of market evolution follows years The basic premise and attraction of satellite to telecomsopera