NB - NTN
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Counterpoint:预计支持卫星通信的智能手表出货占比将增至2030年的28%
智通财经网· 2025-11-28 01:36
Core Insights - The market share of smartwatches supporting satellite communication is expected to increase from 2% in Q3 2025 to 28% by Q3 2030, driven by early market leaders like Apple and Huawei, and later by Google and Garmin as standardization occurs [1][5]. Market Trends - The early market (2025-2026) will be dominated by brands with proprietary satellite solutions, while from 2027 onwards, the adoption of standardized NB-NTN technology will accelerate the integration of satellite modems into wearable devices [1][5]. - Currently, satellite features are primarily found in high-end smartwatches priced above $500, but as NB-NTN technology scales, this barrier will gradually lower, allowing mid-range products to adopt satellite communication [5]. Brand Strategies - **Apple**: Plans to expand satellite functionality to the Apple Watch Ultra 3 by Q3 2025, utilizing a partnership with Globalstar for bidirectional NTN messaging and SOS features [6]. - **Google**: The Pixel Watch 4 will be the first Wear OS smartwatch to support true bidirectional satellite communication based on the 3GPP standard, allowing direct satellite messaging without smartphone pairing [6]. - **Garmin**: The Fenix 8 Pro will support bidirectional SOS and satellite messaging across North America and Europe, reinforcing Garmin's position in safety and exploration [10]. - **Huawei**: The Watch Ultimate 2 will utilize China's Tiantong-1 system for satellite communication, currently limited to the domestic market [10].