위성 커넥티드카 : 세계 동향 및 전망(2024-2034년)

"GEO and non-GEO players' success in the satellite connected vehicles market hinges on delivering low-cost, standards-based terminals and accelerating the integration of satellite services with telecoms operators' and OEMs' data platforms."

This report offers a detailed market analysis of connected vehicles via satellite. The report explores regional adoption trends across multiple segments and provides a 10-year forecast for capacity demand, capacity revenue, service revenue and equipment revenue.

We provide recommendations for industry players to improve their value propositions in a market dominated by low-cost, low-Earth orbit (LEO) services.

Report coverage

• A 10-year forecast for connected vehicles via satellite in-service units (ISUs) deployments, capacity demand and revenue, retail service revenue and equipment revenue worldwide, with analysis at the regional level.
• Analysis of adoption trends by segment, including first-responder vehicles (FRVs), heavy equipment, trucks, trains, buses and cars.
• Assessment of the growth in the demand for capacity in each segment; a capacity revenue forecast is presented based on capacity pricing (USD per Mbit/s per month).
• Explanation of the roles played by different players in this market: satellite operators, original equipment manufacturers (OEMs), regulator associations (such as 5G AA) as well as equipment vendors in the connected vehicles ecosystem.
• Analysis of the competitive moves being made by key satellite operators in partnership with OEMs. We map out drivers of revenue growth, barriers and the addressable market opportunities.

Report segmentation

Metrics

• In-service units
• Capacity demand
• Capacity revenue
• Service revenue
• Shipments
• Equipment revenue

Segments

• First-responder vehicles (FRVs)
• Heavy equipment
• Trucks
• Trains
• Buses
• Cars

Capacity

• Geostationary (GEO) high-throughput satellite (HTS) Ku-band, Ka-band
• Non-GEO HTS

Geographical regions

• Asia
• Europe (EU)
• Latin America (LAM)
• Middle East and Africa (MEA)
• North America (NAM)

Questions answered in this report

• What are the global and regional trends driving adoption of satellite connectivity across segments? What are the drivers behind the adoption?
• Which factors are affecting the scaling of this adoption in each segment and where does the opportunity lie for satellite operators?
• How are existing and upcoming partnerships shaping the connected vehicles market and what are the roles of different players?

Who should buy this report

• Satellite operators that want to understand the demand for capacity and the revenue potential of each segment in the connected vehicles market.
• Service providers and integrators that want to identify opportunities to better serve the connected vehicles ecosystem.
• Telecoms operators that want to understand service orchestration in a growing market.
• Automotive OEMs that want to understand the drivers of adoption and the opportunities around satellite connectivity for connected vehicles.
• Equipment vendors that want to develop equipment that better serves the evolving ecosystem.

Companies mentioned in this report

• 5GAA
• Ceske drahy
• CNH Industrial
• Cubic3
• Intelsat
• ScotRail
• SNCF
• SoftBank
• Starlink