Omdia物联网首席分析师(即报告作者)John Canali指出："全球约10%的物联网企业有意在其部署中采用 卫星连接，但过去一直受制于成本与与现有部署的集成问题。随着成本和集成障碍的快速下降，Omdia 认为企业正准备通过卫星连接扩展其部署。" 对于许多企业而言，有效的设备追踪与监控是业务关键需求。网关等硬件组件成本的下降，以及新标准 的出现，使直连物联网设备的卫星通信在从远程设备采集数据时变得越来越可行。 根据Omdia最新发布的《卫星物联网市场格局—2025》报告，卫星技术正逐渐成为地面网络的重要补充 方案，可有效提升覆盖范围与网络韧性。虽然卫星物联网市场的收入规模相比其他领域较小，但依然具 有重要意义。预计2023年至2030年，全球卫星物联网连接数将以23.8%的复合年增长率(CAGR)增长。 这类连接对于需要在偏远地区或跨海部署物联网设备、而地面网络覆盖有限甚至缺失的企业来说至关重 要。 报告指出，技术进步、标准化推进以及成本下降，正在为消费、企业及物联网市场的服务提供商创造新 机遇。其中，卫星宽带和直连智能手机通信被视为最具潜力和变革性的服务，尤其在关键场景下能够发 挥重要作用。 Omdia ...

Investment Rating - The report does not explicitly provide an investment rating for the telecom sector or satellite broadband technology Core Insights - Satellite broadband technology has advanced significantly in the last 3-5 years, but it remains uncompetitive against traditional 4G/5G broadband due to cost and speed considerations [2] - The most common business model involves telecom companies partnering with satellite providers to enhance broadband coverage, often leading to premium pricing for consumers [2] - Future developments to watch include the use of mid-band spectrum to improve speed, the evolution of satellite-to-cell technology, and a projected decline in satellite costs by 20-50% [2][4] Technology Overview - Satellite constellations include Geostationary Earth Orbit (GEO), Medium Earth Orbit (MEO), and Low Earth Orbit (LEO), with varying altitudes affecting communication methods [3] - Current satellite broadband operates on low-band frequencies (400-800MHz), with potential to transition to mid-band frequencies to enhance latency and speed, potentially reaching up to 400Mbps [3] Cost Structure - Key cost components for satellite broadband include satellite manufacturing (US $250k-500k per LEO satellite), satellite launch costs, ground station expenses, and management/maintenance costs [4] - The manufacturing process is currently labor-intensive, but advancements are expected to reduce costs by 20-50% [4] Market Dynamics - Telecom companies can monetize satellite-to-cell services by bundling them into premium mobile plans, particularly in remote areas where reliability is crucial [6] - The deployment of these services is accelerating, driven by the need for emergency services and the limited availability of launch vehicles [6]