Direct-to-Cellの世界市場：2024-2029年

当調査パッケージは、モバイルネットワーク事業者や衛星ネットワーク事業者などのステークホルダーに、この急速に台頭する市場の将来性に関する主要な分析を提供します。本レポートでは、包括的な市場データと、Direct-to-Cellネットワークが生み出す総接続数、収益とデータに関する5年間の予測を通じて、エコシステムの将来展望を評価しています。

また、Direct-to-Cellサービスの立ち上げを検討しているネットワーク事業者向けに、モバイル加入、モバイルブロードバンド、企業向けIoTなどのチャネル別に、パートナーシップと市場参入戦略に関する戦略的提言も行っています。本調査では、衛星打ち上げ成功の将来性、モバイルユーザーの衛星接続導入意欲、今後の導入需要を牽引する主要用途など、Direct-to-Cellサービスの成長に影響を与えるさまざまな要素を考察しています。

また、市場規模を測定し、60カ国と複数の異なるセグメントにわたる主要予測データと、主要動向の完全な評価、課題、ステークホルダーへの主要な提言を提供する戦略・動向資料も含まれています。

主な特徴

• 主な要点と戦略的提言：Direct-to-Cell市場の主な成長機会と主な知見を詳細に分析し、モバイルネットワーク事業者および衛星ネットワーク事業者に対する戦略的提言を掲載。Direct-to-Cellソリューションの将来の成長に向けて、商業衛星サービスを有利に位置づける商業サービスとビジネスモデルの分析も含まれています。
• ベンチマーク業界予測：当社の包括的な業界データと予測は、市場の将来の成長機会に関する分析を提供します。Direct-to-Cell接続によって生成される接続、収益、データに関する国別の予測は、読者にとって有益です。
• 各国の準備状況指数：Juniper Researchは、Country Readiness Index (国別準備状況指数) を活用し、大規模な地理的カバレッジの要件、価格、デバイスレベルのサポートなど、Direct-to-Cellサービスの商業化の準備が最も整っている国に関する洞察を提供しています。これにより、読者は60の厳選された国々の現在の開発スケジュールと、Direct-to-Cellサービスを開始するための最も成功した戦略を完全に理解することができます。
• 主要なDirect-to-Cellパートナーシップのケーススタディ：衛星ネットワーク事業者による主要なパートナーシップのケーススタディを掲載し、市場の見通しと将来の収益化戦略の可能性を徹底的に評価しています。これらのケーススタディでは、対応可能な市場や、これらのパートナーシップがセルラーネットワーク、地上ネットワーク、ハンドヘルド携帯電話を統合して商業的に実行可能なサービスを生み出す枠組みをどのように提供するかを分析しています。

市場データと予測

当調査スイートには、51の表と23,200以上のデータポイントからなる予測データ一式へのアクセスが含まれています。調査スイートには以下の指標が含まれます：

• Direct-to-Cell接続総数
• Direct-to-Cell接続のAPRC（接続あたりの平均収入）合計
• Direct-to-Cell接続によるオペレーターの総収入
• Direct-to-Cell接続による生成データ総量

Juniper Research Interactive Forecast Excelには以下の機能があります：

• 統計分析：特定の指標を検索し、データ期間中のすべての地域と国について表示できます。グラフは簡単に変更でき、クリップボードにエクスポートできます。
• 国別データツール：このツールでは、予測期間中のすべての地域と国の指標を見ることができます。検索バーで表示する指標を絞り込むことができます。
• 国別比較ツール：ユーザーは国を選択し、特定の国についてそれぞれを比較することができます。このツールには、グラフをエクスポートする機能が含まれています。
• What-if分析：ユーザーは予測の前提条件と比較することができます。5つの対話型シナリオがあります。

サンプルビュー

市場動向と予測PDFレポート：

現在の市場情勢を包括的に分析し、戦略的提言や予測のウォークスルーも掲載

目次

第1章 重要ポイントと戦略的推奨事項

• 重要ポイント
• 戦略的推奨事項

第2章 市場展望と収益化モデル

• Direct-to-Cell通信：イントロダクション
• Direct-to-Cell通信の市場成長
  • 衛星打ち上げコストとROIの確保
  • Direct-to-Cellサービスの総市場規模
    • 消費者向けDirect-to-Cell市場
    • 企業向けDirect-to-Cell市場
    • LPWAネットワーク
    • LTE-M
• 主なDirect-to-Cellサービス
  • SMS
  • 音声
  • モバイルデータ

第3章 業界分析

• Direct-to-Cell市場業界分析

第4章 準備状況指数：地域別

• Direct-to-Cell市場：国別準備状況指数
  • 重点市場
  • 主な焦点市場
  • 主な注目市場の動向
  • 成長市場
  • 成長市場でROIを最大化するための主要戦略
  • 飽和市場
  • 新興市場

第5章 市場予測と重要ポイント

• Direct-to-Cell市場予測：イントロダクション
• 市場概要
  • Direct-to-Cellの接続総数
  • Direct-to-Cellの総収益
• スマートフォンDirect-to-Cell通信
  • 接続総数
  • 総収益
• ブロードバンドDirect-to-Cel
  • 接続総数
  • 総収益
• 企業向けDirect-to-Cell
  • 接続総数
  • 総収益

Overview

Our newest "Direct-to-Cell" research provides market stakeholders, such as mobile network operators and satellite network operators, with key analysis of the future of this rapidly emerging market. The market-leading report evaluates the future prospects for the ecosystem through comprehensive market data and 5-year forecasts for the total number of connections, revenue and data generated by direct-to-cell networks.

The study also provides strategic recommendations on partnerships and go-to-market strategies for network operators looking to launch a direct-to-cell service; split by channels such as mobile subscriptions, mobile broadband and enterprise IoT. The study considers various elements that will impact the growth of direct-to-cell services, such as the future of successful launches of satellites, the willingness of mobile users to adopt satellite connectivity, and the major applications that will drive demand for future adoption.

The suite includes both a data deliverable, sizing the market and providing key forecast data across 60 countries and several different segments, as well as a strategy and trends document which gives a complete assessment of the key trends, challenges and key recommendations for stakeholders. Collectively, they provide a critical tool for understanding this rapidly emerging market, allowing network operators and technology vendors to shape their future strategy.

Key Features

• Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and key findings within the direct-to-cell market, accompanied by strategic recommendations for mobile network operators and satellite network operators. It contains an analysis of the commercial services and business models that position commercial satellite services well for future growth of direct-to-cell solutions.
• Benchmark Industry Forecasts: Our comprehensive industry data and forecasts provide analysis for future growth opportunities in the market. Readers will benefit from country specific forecasts for connections, revenue and data generated by direct to cell connectivity.
• Country Readiness Index: Juniper Research has leveraged our Country Readiness Index to provide insight into which countries are most prepared for commercial direct-to-cell services, including the requirement for mass geographical coverage, affordability and device-level support. This enables readers to gain a thorough understanding of the current development timelines for 60 select countries and the most successful strategies for launching a direct-to-cell service.
• Key Direct-to-Cell Partnership Case Studies: Juniper Research has included case studies on key partnerships by satellite network operators; providing a thorough evaluation of their market prospects and potential future monetisation strategies. These case studies provide analysis of the addressable market, and how these partnerships will provide a framework for integrating cellular networks, terrestrial networks and handheld phones to create a commercially viable service.

Market Data & Forecasts

The market-leading research suite for the direct-to-cell market includes access to the full set of forecast data of 51 tables and over 23,200 datapoints. Metrics in the research suite include:

• Total Number of Direct-to-Cell Connections
• Total APRC (average revenue per connection) for Direct-to-Cell Connections
• Total Operator Revenue from Direct-to-Cell Connections
• Total Data Generated by Direct-to-Cell Connections

These metrics cover the following industries:

• Enterprise Connectivity & IoT
• Mobile Subscriptions
• Residential Broadband

Juniper Research Interactive Forecast Excel contains the following functionality:

• Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed in 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 lets users 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 countries and compare each of them for 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. 5 interactive scenarios

SAMPLE VIEW

Market Trends & Forecasts PDF Report:

A comprehensive analysis of the current market landscape, alongside strategic recommendations and a walk-through of the forecasts.

Table of Contents

1. Key Takeaways & Strategic Recommendations

• 1.1. Key Takeaways
• 1.2. Strategic Recommendations

2. Market Outlook & Monetisation Models

• 2.1. Introduction to Direct-to-Cell Communications
  • Figure 2.1: Total Number of Direct-to-Cell Connections by 2029 (m), Split by 8 Key Regions:
  • Figure 2.2: Direct-to-Cell Value Chain
  • 2.1.1. Spectrum Licencing and Usage
    • Figure 2.3: Key Satellite Bands
    • i. The FCC's SCS
• 2.2. Market Growth for Direct-to-Cell Communications
  • Figure 2.4: Global Number of Satellites in Orbit, Split by LEO, MEO (Medium Earth Orbit), and GEO (Geostationary Earth Orbit), 2021-2019
  • Figure 2.5: AST SpaceMobile's BlueWalker 3 Test Satellite
  • i. The Cost of Satellite Launches & Securing ROI
    • Figure 2.6: Cumulative Investment in Satellite Launches, Split by 8 Key Regions, 2024-2029
  • 2.2.2. The Total Addressable Market for Direct-to-Cell Services
    • i. Consumer Direct-to-Cell
      • Figure 2.7: Global Number of Smartphones (m), Split by Compatible and Non-compatible Direct-to-Cell Devices, 2024-2029
    • ii. Enterprise Direct-to-Cell Market
      • Figure 2.8: Total Number of Cellular IoT Connections (m), Split by Wireless Technology, 2020-2028
    • iii. LPWA Networks
    • iv. LTE-M
      • Figure 2.9: Key LTE-M Use Cases
• 2.3. Key Direct-to-Cell Services
  • 2.3.1. SMS
    • Figure 2.10: Total SMS Traffic (m), Split by 8 Key Regions, 2024-2029
  • 2.3.2. Voice
    • Figure 2.11: Total Operator Voice Minutes (m), Split by 8 Key Regions, 2022-2027
  • 2.3.3. Mobile Data
    • Figure 2.12: Total Data Generated by Cellular Devices (PB), Split by 3 Categories, 2020-2029

3. Industry Analysis

• 3.1. Direct-to-Cell Industry Analysis
  • Figure 3.1: Global GDP ($bn), Split by 14 Key Sectors, 2013-2023
  • Figure 3.2: Top 10 Countries by GDP Attributable to Agriculture ($m) & Proportion of Total GDP Attributable to Agriculture (%) in 2023

4. Regional Readiness Index

• 4.1. Direct-to-Cell Country Readiness Index
  • Figure 4.1: Countries in Each Region
  • Table 4.2: Juniper Research Direct-to-Cell Readiness Index: Scoring Criteria
  • Figure 4.3: Juniper Research Country Readiness Index: Direct-to-Cell 2024
  • Table 4.4: Juniper Research Country Readiness Index: Country Categorisation
  • 4.1.1. Focus Markets
    • Figure 4.5: Total Satellite Service Provider Revenue from Connections Connecting to Direct-to-Cell Services ($m), Split by 9 Select Focus Markets, 2024-2029
  • 4.1.2. Select Focus Market Analysis
    • i. US
    • ii. China
    • iii. EU
    • iv. Japan
    • v. Australia
  • 4.1.3. Key Focus Market Trends
    • i. Affluent Regions
      • Figure 4.6: GDP per Capita ($) in 2024, Split by 16 Leading Focus Markets
    • ii. Developed National Space Programmes
    • iii. Need for Wide Geographic Coverage
      • Figure 4.7: Focus Market Country Land Mass
  • 4.1.4. Growth Markets
    • i. Long Term Growth Opportunities with Large User Bases
      • Figure 4.8: Total Mobile Subscriptions (m), Split by 10 Growth Markets, 2024-2029
    • ii. Lagging Telecommunications Development Ecosystems
  • 4.1.5. Key Strategies to Maximising ROI in Growth Markets
    • i. Early Mover Advantage Is Not Always Advantageous
      • Figure 4.9: Monthly Subscriber ARPU ($), Split by 10 Growth Markets, 2024-2029
    • ii. Pricing of Services Will be Instrumental in Fostering Adoption
      • Figure 4.10: Average Direct-to-Cell Revenue per Active User ($) in 2029, Split by 10 Growth Markets
    • iii. Leading Players will Not Wait for Regulation, Regulatory Bodies Must Keep Pace
  • 4.1.6. Saturated Market
    • Figure 4.11: Total Direct-to-Cell Revenue from Select Saturated Markets in 2029 ($m)
  • 4.1.7. Developing Markets
    • Table 4.12: Juniper Research Country Readiness Index Heatmap: Focus Markets
    • Table 4.13: Juniper Research Country Readiness Index Heatmap: Growth Markets
    • Table 4.14: Juniper Research Country Readiness Index Heatmap: Saturated Markets
    • Table 4.15: Juniper Research Country Readiness Index Heatmap: Developing Markets

5. Market Forecasts & Key Takeaways

• 5.1. Introduction to Direct-to-Cell Market Forecasts
  • 5.1.1. Data & Forecast Methodology
    • Figure 5.1: Mobile Subscriber Direct-to-Cell Forecast Methodology
    • Figure 5.2: Residential Broadband Direct-to-Cell Forecast Methodology
    • Figure 5.3: Enterprise Direct-to-Cell Forecast Methodology
• 5.2. Market Summary
  • 5.2.1. Total Number of Direct-to-Cell Connections
    • Figure & Table 5.4: Total Number of Direct-to-Cell Connections (m), Split by 8 Key Regions, 2024-2029
  • 5.2.2. Total Revenue from Direct-to-Cell Communications
    • Figure & Table 5.5: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
    • Table 5.6: Total Satellite Service Provider Revenue from All Connections Connecting to Direct-to-Cell Services ($m), Split by 3 Key Categories, 2024-2029
• 5.3. Smartphone Direct-to-Cell Communications
  • 5.3.1. Smartphone Direct-to-Cell Connections
    • Figure & Table 5.7: Total Mobile Subscribers that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.3.2. Total Revenue from Smartphone Direct-to-Cell Communications
    • Figure & Table 5.8: Total Satellite Service Provider Revenue from Mobile Subscription Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.4. Broadband Direct-to-Cell
  • 5.4.1. Broadband Direct-to-Cell Connections
    • Figure & Table 5.9: Total Number of Residential Direct-to-Cell Broadband Subscriptions (m), Split by 8 Key Regions, 2024-2029
  • 5.4.2. Broadband Direct-to-Cell Revenue
    • Figure & Table 5.10: Total Satellite Service Provider Revenue from Residential Broadband Connection Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029
• 5.5. Enterprise Direct-to-Cell
  • 5.5.1. Enterprise Direct-to-Cell Connections
    • Figure & Table 5.11: Total Cellular IoT Connections that Connect to Direct-to-Cell Services (m), Split by 8 Key Regions, 2024-2029
  • 5.5.2. Enterprise Direct-to-Cell Revenue
    • Figure & Table 5.12: Total Satellite Service Provider Revenue from IoT Connections Connecting to Direct-to-Cell Services ($m), Split by 8 Key Regions, 2024-2029