全球行動衛星服務市場：第3版

Abstract

Mobile Satellite Services (MSS) are entering a new phase with next generation low Earth orbit constellation and new ancillary terrestrial components. In a move to quench the ever-increasing thirst for voice, audio, data and video anywhere, anytime, the satellite industry is responding to growing mobile communications needs.

In the vision to create a truly global network, satellite products and services are becoming key enablers to sustain networks that deliver rich media "communications-on-the-move" (COTM) and "communications-on-the-pause" (COTP) across a wider array of platforms. Players in this space know that customer needs are on the upward slope and command ever-specialized products at acceptable if not lower prices.

However, the market suffers from a reminiscence of past failures, as these make the headlines time and again as witnessed by the demise of Connexion by Boeing last year. The low earth orbit (LEO) satellite constellations are still hard-pressed to fill the promises of serving millions of callers after a fresh start several years ago. And L-band broadband services initiated recently have generally not yet met expectations despite a much anticipated start. Yet, more is on the way.

So what is making the MSS picture so dynamic, yet so uncertain? Government affairs, emergency communications and military concerns worldwide are hungrier than ever for communications-on-the-move. The recent MSS Ancillary Terrestrial Component (ATC) authorization in North America is pushed behind multi-billion dollar capital investments in satellites and wireless capabilities. And LEO satellite operators are planning to launch new and replacement multi-billion dollar constellations in the next few years.

Will these developments be sustainable? Will investors take on inherent risks in the MSS industry as much as with any other satellite venture? How long can the steady growth rates for "classical" voice and data mobile services last? Will all the current technologies and the revolution that MSS-ATC claims solidify the business case? What can be expected from a combined MSS-ATC offering in light of a highly competitive terrestrial mobile market? What are the drivers for current and new mobile satellite business? Which vertical segments and which regions are most likely to be leaders? What volume of broadband mobile satellite services can penetrate the aeronautical, maritime and land-vehicle markets?

These and other aspects of the mobile satellite services market will be assessed as part of this completely updated NSR study. NSR will address the general market trends, user requirements, and the role that satellites can play, as well as the regulatory and business issues that affect the use of satellite-based systems and services in these markets. NSR will also quantify demand and revenue forecasts for the various market segments identified that satellites can target.

• What are the drivers for each segment of the mobile satellite services (MSS) business?
• Which segments of the market and which regions are most likely to benefit from mobile satellite services?
• What are the user requirements for each market segment?
• Who are the key players, and what are the solutions offered in the MSS market?
• What are the expected equipment/units and revenues for mobile satellite services in each regional market?
• What level of satellite bandwidth demand will emerge in each regional market?

• Market Analysis and Overview
  • Current and Future Trends
  • Review of Solutions/Players
  • Primary Requirements and Drivers
• Market Assessment and Forecasts
  • Units and Terminal Sales, by Service Type (Narrowband, Broadband, etc.)
    • By Region
    • By Band (L-, Ku-, L- via DARS, S-, X-)
  • Retail and Wholesale Revenues from Equipment and Services
    • By Region
    • By Band (C-, Ku-)
• Mobile Satellite Services Bandwidth Demand

A Complete Analytical Perspective

• Complete report document segmented by analysis on all regions, players, market opportunity and demand trends
• An Excel file containing all data and graphs so the client can easily use this work as a basis for their own internal market projections

All clients of the Mobile Satellite Services, 3rd Edition report are also entitled to a FREE half-day of consulting time with an NSR analyst. This time can be used to review report findings, interpret market forecasts and determine how the report information applies to your company' s business model.

Table of Contents

Executive Summary

1. Market Overview and Trends

• 1.1 Definition
• 1.2 Background and Context
• 1.3 Trends

2. Review of Players, Solutions and Markets

• 2.1 Primary Requirements and Drivers, by Market
  • 2.1.1 Enterprise/Commercial
  • 2.1.2 Government and Civil
  • 2.1.3 Military and Defense
• 2.2 Players
• 2.3 Business Models
  • 2.3.1 Wholesale
  • 2.3.2 Retail
• 2.4 Narrowband Mobile Services Market
  • 2.4.1 Business Models
  • 2.4.2 Handheld Units
  • 2.4.3 Maritime
  • 2.4.4 Aeronautical
  • 2.4.5 Land
• 2.5 Broadband Mobile Services Market
  • 2.5.1 Business Models
  • 2.5.2 Aeronautical
  • 2.5.3 Maritime
  • 2.5.4 Land
• 2.6 Mobile Satellite TV
• 2.7 MSS Bandwidth
  • 2.7.1 L-band
  • 2.7.2 L-band via DARS
  • 2.7.3 S-band
  • 2.7.4 S-band via DARS
  • 2.7.5 C-band
  • 2.7.6 Ku-band
  • 2.7.7 L-band via DARS
  • 2.7.8 S-band via DARS
  • 2.7.9 X-band
• 2.8 MSS-ATC

3. MSS Market Forecasts

• 3.1 Global Mobile Satellite Services Forecast
• 3.2 Comparison with MSS 2nd Edition

4. Narrowband Mobile Satellite Services Forecast

• 4.1 Handheld Market
• 4.2 Narrowband Maritime Market Forecast
  • 4.2.1 Narrowband Maritime L-band Market
  • 4.2.2 Narrowband Maritime Ku-band
• 4.3 Narrowband Aeronautical Market Forecast
  • 4.3.1 Narrowband Aeronautical L-band
• 4.4 Narrowband Land-Mobile Market Forecast
  • 4.4.1 Narrowband Land-Mobile C-band
  • 4.4.2 Narrowband Land-Mobile Ku-band
  • 4.4.3 Narrowband Land-Mobile L-band
  • 4.4.4 Narrowband Land-Mobile L-band via DARS
  • 4.4.5 Narrowband S-band via DARS

5. Broadband Mobile Satellite Services Forecast

• 5.1 Broadband Maritime Market Forecast
  • 5.1.1 Broadband Maritime C-band Market
  • 5.1.2 Broadband Maritime L-band Market
  • 5.1.3 Broadband Maritime Ku-band Market
  • 5.1.4 Broadband Maritime X-band Market
• 5.2 Broadband Aeronautical Market Forecast
  • 5.2.1 Broadband Aeronautical L-band
  • 5.2.2 Broadband Aeronautical Ku-band
• 5.3 Broadband Land-Mobile Market Forecast
  • 5.3.1 Broadband Land-Mobile L-band
  • 5.3.2 Broadband Land-Mobile Ku-band
  • 5.3.3 Broadband Land-Mobile X-band

6. Mobile Satellite TV Forecast

• 6.1 Maritime Satellite TV
• 6.2 Land-Mobile Satellite TV

7. MSS Transponder Equivalent (TPE) Demand Forecast

• 7.1 C-band
• 7.2 Ku-band
• 7.3 X-band

8. Mobile Satellite Services Ancillary Terrestrial Component (MSS-ATC) Forecast

9. Market Prognosis

• Exhibit 1.1 Planned MSS Satellites
• Exhibit 1.2 Iridium NEXT Planned Features

• Exhibit 2.1 Enterprise Requirements for Mobile Satellite Services
• Exhibit 2.2 Enterprise Drivers for Mobile Satellite Services
• Exhibit 2.3 Key Enterprise Markets for Mobile Satellite Services
• Exhibit 2.4 Government/Civil Market Requirements for Mobile Satellite Services
• Exhibit 2.5 Government/Civil Market Drivers for Mobile Satellite Services
• Exhibit 2.6 Military/Defense Requirements for Mobile Satellite Services
• Exhibit 2.7 Military/Defense Market Drivers for Mobile Satellite Services
• Exhibit 2.8 List of Players in Mobile Satellite Services Market
• Exhibit 2.9 List of Players in Narrowband Mobile Satellite Services Market
• Exhibit 2.10 Global MSS Handheld Market Share by Operator, 2006
• Exhibit 2.11 Inmarsat ISatPhone Handheld Service Characteristics
• Exhibit 2.12 List of Land-Mobile Satellite Services and Products: COTM and COTP
• Exhibit 2.13 Comparison of MSS-ATC Players in North America
• Exhibit 2.14 MSS-ATC Players Target Markets
• Exhibit 2.15 Value Proposition of MSS/ATC Services

• Exhibit 3.1 Regional Definitions for Mobile Satellite Services Market Forecasts
• Exhibit 3.2 Equipment Included in Mobile Satellite Services Forecast
• Exhibit 3.3 Global Mobile Satellite Services Market
• Exhibit 3.4 Mobile Satellite Services- In-Service Units, by Region
• Exhibit 3.5 Mobile Satellite Services- In-Service Units (Logarithmic Scale)
• Exhibit 3.6 Global Mobile Satellite Service - Percentage of In-Service Units by Service Type
• Exhibit 3.7 Mobile Satellite Services- Retail Revenues by Region
• Exhibit 3.8 Mobile Satellite Services - Wholesale Revenues by Region
• Exhibit 3.9 Mobile Satellite Services - In-Service Units, by Market
• Exhibit 3.10 Mobile Satellite Services - Retail Revenues, by Market
• Exhibit 3.11 MSS2 & MSS3 Comparison - Global Narrowband In-Services Units
• Exhibit 3.12 MSS2 & MSS3 Comparison - Global Broadband In-Services Units
• Exhibit 3.13 MSS2 & MSS3 Comparison - Global Narrowband Retail Revenues
• Exhibit 3.14 MSS2 & MSS3 Comparison - Global Narrowband Wholesale Revenues
• Exhibit 3.15 MSS2 & MSS3 Comparison - Global Broadband Retail Revenues
• Exhibit 3.16 MSS2 & MSS3 Comparison - Global Broadband Wholesale Revenues

• Exhibit 4.1 Narrowband Mobile Satellite Market
• Exhibit 4.2 Narrowband Mobile Satellite In-Service Units, by Region
• Exhibit 4.3 Narrowband Mobile Satellite In-Service Units by Region - Graph
• Exhibit 4.4 Narrowband Mobile Satellite Retail Revenues by Region
• Exhibit 4.5 Narrowband Mobile Satellite Wholesale Revenues by Region
• Exhibit 4.6 Narrowband Mobile Satellite In-Service Units by Type
• Exhibit 4.7 Narrowband Mobile Satellite Market - Percentage Distribution of In-Service Units by Type
• Exhibit 4.8 Narrowband Mobile Satellite TPE Demand by Band
• Exhibit 4.9 Narrowband Mobile Satellite TPE Revenues by Band
• Exhibit 4.10 Mobile Satellite Handheld Market
• Exhibit 4.11 Mobile Satellite Handheld In-Service Units by Region
• Exhibit 4.12 Mobile Satellite Handheld In-Service Units by Region - Graph
• Exhibit 4.13 Mobile Satellite Handheld Global Revenues
• Exhibit 4.14 Mobile Satellite Handheld Retail Revenues by Region
• Exhibit 4.15 Mobile Satellite Handheld Retail Revenues by Region, Graph
• Exhibit 4.16 Mobile Satellite Handheld Wholesale Revenues by Region
• Exhibit 4.17 Mobile Satellite Handheld Retail Equipment Revenues by Region
• Exhibit 4.18 Mobile Satellite Handheld Wholesale Revenues by Region
• Exhibit 4.19 Narrowband Mobile Satellite Maritime Market
• Exhibit 4.20 Narrowband Mobile Satellite Maritime In-Service Units by Region
• Exhibit 4.21 Narrowband Mobile Satellite Maritime In-Service Units by Region - Graph
• Exhibit 4.22 Narrowband Mobile Satellite Maritime Revenues
• Exhibit 4.23 Narrowband Mobile Satellite Maritime In-Service Units by Band
• Exhibit 4.24 Narrowband Mobile Satellite Maritime L-Band Market
• Exhibit 4.25 Narrowband Mobile Satellite Maritime L-Band In-Service Units, by Region
• Exhibit 4.26 Narrowband Mobile Satellite Maritime L-Band In-Service Units, by Region - Graph
• Exhibit 4.27 Narrowband Mobile Satellite Maritime L-Band Retail Revenues, by Region
• Exhibit 4.28 Narrowband Mobile Satellite Maritime L-Band Retail Revenues, by Region - Graph
• Exhibit 4.29 Narrowband Mobile Satellite Maritime Ku-Band Market
• Exhibit 4.30 Narrowband Mobile Satellite Maritime Ku-Band In-Service Units, by Region
• Exhibit 4.31 Narrowband Mobile Satellite Maritime Ku-Band In-Service Units, by Region - Graph
• Exhibit 4.32 Narrowband Mobile Satellite Maritime Ku-Band Retail Revenues, by Region
• Exhibit 4.33 Narrowband Mobile Satellite Maritime Ku-Band Retail Revenues, by Region - Graph
• Exhibit 4.34 Narrowband Mobile Satellite Maritime Ku-Band TPE Demand, by Region
• Exhibit 4.35 Narrowband Mobile Satellite Aeronautical L-Band Market
• Exhibit 4.36 Narrowband Mobile Satellite Aeronautical L-Band In-Service Units, by Region
• Exhibit 4.37 Narrowband Mobile Satellite Aeronautical L-Band Retail Revenues, by Region
• Exhibit 4.38 Narrowband Mobile Satellite Land-Mobile Market
• Exhibit 4.39 Narrowband Mobile Satellite Land-Mobile In-Service Units, by Region
• Exhibit 4.40 Narrowband Mobile Satellite Land-Mobile In-Service Units, by Region - Graph
• Exhibit 4.41 Narrowband Mobile Satellite Land-Mobile Retail Revenues, by Region
• Exhibit 4.42 Narrowband Mobile Satellite Land-Mobile C-Band Market
• Exhibit 4.43 Narrowband Mobile Satellite Land-Mobile C-Band In-Service Units, by Region
• Exhibit 4.44 Narrowband Mobile Satellite Land-Mobile C-Band Retail Revenues, by Region
• Exhibit 4.45 Narrowband Mobile Satellite Land-Mobile Ku-Band Market
• Exhibit 4.46 Narrowband Mobile Satellite Land-Mobile Ku-Band In-Service Units, by Region
• Exhibit 4.47 Narrowband Mobile Satellite Land-Mobile Ku-Band Retail Revenues, by Region
• Exhibit 4.48 Narrowband Mobile Satellite Land-Mobile L-Band Market
• Exhibit 4.49 Narrowband Mobile Satellite Land-Mobile L-Band In-Service Units, by Region
• Exhibit 4.50 Narrowband Mobile Satellite Land-Mobile L-Band Retail Revenues, by Region
• Exhibit 4.51 Narrowband Mobile Satellite Land-Mobile L-Band via DARS Market
• Exhibit 4.52 Narrowband Mobile Satellite Land-Mobile L-Band via DARS In-Service Units,by Region
• Exhibit 4.53 Narrowband Mobile Satellite Land-Mobile L-Band via DARS Retail Revenues, by Region
• Exhibit 4.54 Narrowband Mobile Satellite Land-Mobile S-Band via DARS Market
• Exhibit 4.55 Narrowband Mobile Satellite Land-Mobile S-Band via DARS In-Service Units, by Region
• Exhibit 4.56 Narrowband Mobile Satellite Land-Mobile S-Band via DARS Retail Revenues, by Region

• Exhibit 5.1 Broadband Mobile Satellite Market
• Exhibit 5.2 Broadband Mobile Satellite In-Service Units, by Region
• Exhibit 5.3 Broadband Mobile Satellite Retail Revenues, by Region
• Exhibit 5.4 Broadband Mobile Satellite Wholesale Revenues, by Region
• Exhibit 5.5 Broadband Mobile Satellite Maritime Market
• Exhibit 5.6 Broadband Mobile Satellite Maritime In-Service Units, by Region
• Exhibit 5.7 Broadband Mobile Satellite Maritime Retail Revenues, by Region
• Exhibit 5.8 Broadband Mobile Satellite Maritime TPE Demand, by Band
• Exhibit 5.9 Broadband Mobile Satellite Maritime C-Band Market
• Exhibit 5.10 Broadband Mobile Satellite Maritime C-Band In-Service Units, by Region
• Exhibit 5.11 Broadband Mobile Satellite Maritime C-Band Retail Revenues, by Region
• Exhibit 5.12 Broadband Mobile Satellite Maritime C-Band TPE Demand, by Region
• Exhibit 5.13 Broadband Mobile Satellite Maritime L-Band Market
• Exhibit 5.14 Broadband Mobile Satellite Maritime L-Band In-Service Units, by Region
• Exhibit 5.15 Broadband Mobile Satellite Maritime L-Band Retail Revenues, by Region
• Exhibit 5.16 Broadband Mobile Satellite Maritime Ku-Band Market
• Exhibit 5.17 Broadband Mobile Satellite Maritime Ku-Band In-Service Units, by Region
• Exhibit 5.18 Broadband Mobile Satellite Maritime Ku-Band Retail Revenues, by Region
• Exhibit 5.19 Broadband Mobile Satellite Maritime Ku-Band TPE Demand
• Exhibit 5.20 Broadband Mobile Satellite Maritime X-Band Market
• Exhibit 5.21 Broadband Mobile Satellite Maritime X-Band In-Service Units, by Region
• Exhibit 5.22 Broadband Mobile Satellite Maritime X-Band Retail Revenues, by Region
• Exhibit 5.23 Broadband Mobile Satellite Maritime X-Band TPE Demand
• Exhibit 5.24 Broadband Mobile Satellite Aeronautical Market
• Exhibit 5.25 Broadband Mobile Satellite Aeronautical In-Service Units, by Region
• Exhibit 5.26 Broadband Mobile Satellite Aeronautical Retail Revenues, by Region
• Exhibit 5.27 Broadband Mobile Satellite Aeronautical L-Band Market
• Exhibit 5.28 Broadband Mobile Satellite Aeronautical L-Band In-Service Units, by Region
• Exhibit 5.29 Broadband Mobile Satellite Aeronautical L-Band Retail Revenues, by Region
• Exhibit 5.30 Broadband Mobile Satellite Aeronautical Ku-Band Market
• Exhibit 5.31 Broadband Mobile Satellite Aeronautical Ku-Band In-Service Units, by Region
• Exhibit 5.32 Broadband Mobile Satellite Aeronautical Ku-Band Retail Revenues, by Region
• Exhibit 5.33 Broadband Mobile Satellite Aeronautical Ku-Band TPE Demand
• Exhibit 5.34 Broadband Mobile Satellite Land-Mobile Market
• Exhibit 5.35 Broadband Mobile Satellite Land-Mobile In-Service Units, by Region
• Exhibit 5.36 Broadband Mobile Satellite Land-Mobile Retail Revenues, by Region
• Exhibit 5.37 Broadband Mobile Satellite Land-Mobile TPE Demand, by Band
• Exhibit 5.38 Broadband Mobile Satellite Land-Mobile L-Band Market
• Exhibit 5.39 Broadband Mobile Satellite Land-Mobile L-Band In-Service Units, by Region
• Exhibit 5.40 Broadband Mobile Satellite Land-Mobile L-Band Retail Revenues, by Region
• Exhibit 5.41 Broadband Mobile Satellite Land-Mobile Ku-Band Market
• Exhibit 5.42 Broadband Mobile Satellite Land-Mobile Ku-Band In-Service Units, by Region
• Exhibit 5.43 Broadband Mobile Satellite Land-Mobile Ku-Band Retail Revenues, by Region
• Exhibit 5.44 Broadband Mobile Satellite Land-Mobile Ku-Band TPE Demand, by Region
• Exhibit 5.45 Broadband Mobile Satellite Land-Mobile X-Band Market
• Exhibit 5.46 Broadband Mobile Satellite Land-Mobile X-Band In-Service Units, by Region
• Exhibit 5.47 Broadband Mobile Satellite Land-Mobile X-Band Retail Revenues, by Region
• Exhibit 5.48 Broadband Mobile Satellite Land-Mobile X-Band TPE Demand, by Region

• Exhibit 6.1 Mobile Satellite TV Market
• Exhibit 6.2 Mobile Satellite TV In-Service Units, by Region
• Exhibit 6.3 Mobile Satellite TV In-Service Retail Revenues, by Region
• Exhibit 6.4 Mobile Satellite TV Maritime In-Service Units, by Region
• Exhibit 6.5 Mobile Satellite TV Maritime Retail Revenues by Region
• Exhibit 6.6 Mobile Satellite TV Land-Mobile In-Service Units by Region
• Exhibit 6.7 Mobile Satellite TV Land-Mobile Retail Revenues by Region

• Exhibit 7.1 Narrowband Mobile Satellite C-Band Transponder Demand, by Region
• Exhibit 7.2 Narrowband Mobile Satellite C-Band Transponder Revenues, by Region
• Exhibit 7.3 Broadband Mobile Satellite C-Band Transponder Demand, by Region
• Exhibit 7.4 Broadband Mobile Satellite C-Band Transponder Revenues, by Region
• Exhibit 7.5 Narrowband Mobile Satellite Ku-Band Transponder Demand, by Region
• Exhibit 7.6 Narrowband Mobile Satellite Ku-Band Transponder Revenues, by Region
• Exhibit 7.7 Broadband Mobile Satellite Ku-Band Transponder Demand, by Region
• Exhibit 7.8 Broadband Mobile Satellite Ku-Band Transponder Revenues, by Region
• Exhibit 7.9 Broadband Mobile Satellite X-Band Transponder Demand, by Region
• Exhibit 7.10 Broadband Mobile Satellite X-Band Transponder Revenues, by Region

• Exhibit 8.1 Global MSS- Ancillary Terrestrial Component Market, by Region
• Exhibit 8.2 Global MSS-ATC Handhelds- In-Service Units
• Exhibit 8.3 MSS-ATC Global Retail Revenues, by Category