NTNおよびD2Cのビジネスモデルの進化

当レポートでは、NTNおよびD2Cのビジネスモデルの進化の動向を調査し、D2Cの接続数および接続収益の推移・予測、D2C/D2Dの主な使用事例とその影響、市場参入のベストプラクティスと戦略などをまとめています。

実用的なメリット：

• 地上波非ネットワーク (NTN) およびダイレクトツーセルラー (D2C) のビジネスモデルの現状を理解し、業界、技術、標準、地政学上の相互作用によってこれらがどのように進化するかを理解できます
• NTNおよびD2C/D2D市場のGTM (Go-to-Market) ベストプラクティスと戦略を理解できます
• NTNおよびD2C/D2D市場において収益化し、価値を最大化するための主な機会と戦略を特定できます

重要な質問への回答：

• SCS (Supplemental Coverage from Space) とは何か、D2C/D2D市場にどのような影響を与えるか？
• D2C/D2D市場で主流となるビジネスモデルは何か？
• 衛星とセルラー技術の統合により、どのようなネットワークアーキテクチャと周波数協定が主流になるか？
• セルラー技術を統合するために、衛星ネットワークはどのように異なる進化を遂げるか？
• ポストSCS時代における通信事業者と衛星通信事業者の主な機会は何か？
• ポストSCS時代における通信事業者と衛星通信事業者の主な課題は何か？
• NTNとD2C/D2D市場に影響を与える主なパートナーシップ、技術、地政学、規制面の動向は？
• 周波数帯の価格設定は衛星との統合によってどのような影響を受けるか？
• NTNおよびD2C/D2D市場におけるGTMのベストプラクティスと戦略は？

調査ハイライト：

• D2C接続数の2031年までの予測：接続規格別
• D2C接続収益の2031年までの予測：接続規格別
• D2C/D2Dのエコシステムチャート
• D2C/D2Dの主な使用事例と影響

目次

主な調査結果

主な予測

主要企業とエコシステム

市場参入のベストプラクティスと戦略

D2Cの使用事例

D2Cの潜在的な使用事例

Actionable Benefits:

• Understand the current state of Non-Terrestrial Network (NTN) and Direct-to-Cellular (D2C)/Direct-to-Device (D2D) business models, and how these will evolve with the interplay of industries, technologies, standards, and geopolitics.
• Understand the Go-to-Market (GTM) best practices and strategies for the NTN and D2C/D2D market.
• Identify key opportunities and strategies to monetize and maximize value in the NTN and D2C/ D2D market.

Critical Questions Answered:

• What is Supplemental Coverage from Space (SCS) and how will it impact the D2C/ D2D market?
• What will likely become the dominant business models for the D2C/ D2D market?
• What network architectures and spectrum agreements will prevail with the integration of satellite and cellular technologies?
• How are satellite networks evolving differently to integrate cellular technologies?
• What are the key opportunities for telcos and satellite operators in the post-SCS era?
• What are the key challenges for telcos and satellite operators in the post-SCS era?
• What are the key partnerships, technology, geopolitical, and regulatory trends impacting NTN and D2C/ D2D markets?
• How will spectrum pricing be impacted by satellite integration?
• What are GTM best practices and strategies for the NTN and D2C/D2D market?

Research Highlights:

• D2C connections forecast segmented by connectivity standard to 2031.
• D2C connections revenue forecast segmented by connectivity standard to 2031.
• D2C/D2D ecosystem chart.
• Key D2C/D2D use cases and impact.

Who Should Read This?

• Telcos looking to partner with satellite operators to begin offering D2C services.
• Decision makers in telco and satellite infrastructure planning that are looking to understand the opportunity for The 3rd Generation Partnership (3GPP) NTN (Internet of Things (IoT) and New Radio (NR)) and D2C.
• Network infrastructure vendors and solutions providers looking to understand the D2C and NTN market opportunity.
• Semiconductor vendors looking to understand the D2C and NTN market opportunity.
• Device vendors looking to understand the D2C and NTN market opportunity.
• Decision makers within governments and regulatory bodies who are responsible for spectrum allocation and infrastructure.
• Planners within telco and Satellite Communications (SatCom) organizations who need to chart a path forward to meet the increasing demand for bandwidth and ubiquitous connectivity with 5G and future 6G hybrid networks.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Key Companies and Ecosystems

Go-to-Market Best Practices and Strategies

Direct-to-Cellular Use Case

Direct-to-Cellular Potential Use Case