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1274857

위성통신사업자는 차세대 대형 발사를 향해 D2D, IoT, 클라우드에 베팅 : 파트너십이 통신사업자들의 혼란을 완화시키나, 암울한 전망 속에서 근본적으로 강한 위성사업자만이 성공하고 자본을 유치한다.

Satellite Players Bet on Direct-to-Device (D2D), IoT, and Cloud for Next Big Liftoff: Partnerships will Allay Disruption Fears among Telcos, yet only Fundamentally Strong Satellite Businesses will Thrive and Attract Capital amid Gloomy Outlook

발행일: | 리서치사: MTN Consulting, LLC | 페이지 정보: 영문 11 Pages | 배송안내 : 즉시배송


※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

위성통신사업자에게 새로운 성장 시장이 될 수 있는 3개 시장에 대해 조사했으며, 기존 통신 시장에 대한 영향, 통신사업자 위성 파트너십에 의한 매출 기회, 위성통신사업자가 직면하는 주요 과제에 대해서도 분석하고 있습니다.

비주얼

범위

대상 기업

  • Amazon
  • Amazon Web Services(AWS)
  • Apple
  • Arianespace
  • AST SpaceMobile
  • AT&T
  • Axiom Space
  • BICS
  • Blue Origin
  • Deutsche Telekom
  • Echostar
  • Eutelsat
  • Geely
  • GI Partners
  • Globalstar
  • Google
  • Google Cloud Platform
  • Hughes Network Systems
  • Inmarsat
  • Intelsat
  • Iridium
  • Jio Satellite Communications
  • Juniper Networks
  • LEOcloud
  • Ligado Networks
  • Lynk
  • OneWeb
  • OQ Technology
  • Orbcomm
  • OrbitsEdge
  • Qualcomm
  • Rakuten
  • Reliance Jio
  • Rivada Space Networks
  • Sateliot
  • Sensefinity
  • SES
  • Skylo
  • SpaceX
  • Swarm Technologies
  • Telefonica
  • Tesla
  • T-Mobile
  • United Launch Alliance
  • Verizon
  • ViaSat
  • Vodafone

목차

  • 요약
  • 위성통신사업자는 경쟁 격화, 매크로 불확실성, 니치 분야에 대한 주목의 우려를 억제하기 위해 시점을 다양화하고 있다.
  • Direct-to-device(D2D), IoT, 클라우드 기반 서비스에서 변혁의 기회가 나타난다
  • 통신 회사는 걱정할 필요가 있을까?
  • 규제 허들을 넘어 일정한 자본 흐름을 확보하는 것은 위성사업자에게 까다로운 과제가 될 것이다.
  • 부록
KSA 23.05.26

This brief report explores three potential new growth markets for satellite operators who are looking to overcome intense competition, tough macro conditions, and the niche nature of their market. The report also discusses the impact on the traditional telecom market, revenue opportunity for telcos from satellite partnerships, and key challenges confronting satellite operators.

VISUALS

Satellite operators are being forced to expand their addressable markets in the near term, courtesy several factors: rising competition, with the emergence of players such as SpaceX along with several upstarts including AST SpaceMobile and Lynk; a tough funding climate resulting from a grim economic outlook and rising interest rates; and, market concentration risks arising from the current focus on satellite broadband internet. To address the situation, operators are raising stakes in new pursuits and developing new offerings. MTN Consulting expects three new potential addressable markets to provide transformational opportunities for satellite operators in the next 2-4 years. These include Direct-to-device (D2D), Internet of Things (IoT), and cloud-based services. Looking at these market opportunities, a thought may arise whether satellite operators are trying to disrupt the traditional telecom market. But the reality is that telcos will continue to be the primary service provider for wireless access. Telcos are also going to benefit from partnerships with satellite operators as they will aid in providing an enhanced experience for telco customers, reinforced by ubiquitous coverage. For satellite operators though, navigating the regulatory hurdles and ensuring constant capital flow are key concerns; several players from the current herd will vanish in the next 3-5 years.

COVERAGE:

Companies mentioned:

  • Amazon
  • Amazon Web Services (AWS)
  • Apple
  • Arianespace
  • AST SpaceMobile
  • AT&T
  • Axiom Space
  • BICS
  • Blue Origin
  • Deutsche Telekom
  • Echostar
  • Eutelsat
  • Geely
  • GI Partners
  • Globalstar
  • Google
  • Google Cloud Platform
  • Hughes Network Systems
  • Inmarsat
  • Intelsat
  • Iridium
  • Jio Satellite Communications
  • Juniper Networks
  • LEOcloud
  • Ligado Networks
  • Lynk
  • Microsoft
  • Microsoft Azure
  • NBN Co
  • Omnispace
  • OneWeb
  • OQ Technology
  • Orbcomm
  • OrbitsEdge
  • Qualcomm
  • Rakuten
  • Reliance Jio
  • Rivada Space Networks
  • Sateliot
  • Sensefinity
  • SES
  • Skylo
  • SpaceX
  • Swarm Technologies
  • Telefonica
  • Tesla
  • T-Mobile
  • United Launch Alliance
  • Verizon
  • ViaSat
  • Vodafone

Table of Contents

  • Summary
  • Satellite operators eye diversification to deter rising competition, macro uncertainty, and niche focus concerns
  • Transformational opportunities emerge in Direct-to-device (D2D), IoT, and cloud-based services
  • Should telcos worry?
  • Navigating regulatory hurdles and ensuring constant capital flow will prove tricky for satellite operators
  • Appendix
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