Abstract
Summary
The 5G NTN market is estimated at USD 4.2 billion to USD 23.5 billion at a CAGR of 40.7% from 2023 to 2028. The drive to enhance 5G network coverage in remote and underserved regions will generate increased demand for High Altitude Platform Stations (HAPS), Geostationary Earth Orbit (GEO), and various other platforms within the 5G NTN landscape. This surge in demand aligns with several other catalysts, including the growing adoption of smart devices, escalating requirements for seamless connectivity in diverse environments, and the imperative to bridge digital divides in marginalized areas. Additionally, the push for reliable connectivity in critical sectors such as healthcare, agriculture, and education further fuels the momentum toward diversified 5G NTN platforms.
“By platform, LEO satellite to register higher CAGR during the forecast period.”
LEO is gaining prominence as the preferred solution for developing 5G NTN systems, promising enhanced network coverage and abundant opportunities to bridge connectivity gaps. Governments worldwide are actively supporting the expansion of network coverage by integrating terrestrial networks with LEO satellites to establish robust 5G NTN systems. This commitment exemplifies the USD 600 million deal signed in July 2019 between the Government of Canada and Telesat, aiming to alleviate the connectivity gap across the country through Telesat's LEO satellite constellation.
In a notable collaboration, MediaTek and Rohde & Schwarz joined forces in August 2022 to showcase the capabilities of 5G NTN. This demonstration involved conducting a NodeB network (gNB) test over an LEO satellite, marking a significant milestone in achieving more reliable and faster connectivity. MediaTek further achieved a groundbreaking feat by powering a smartphone with a 5G NTN connection for the first time, showcasing the tangible progress and innovation within the realm of non-terrestrial 5G networks.
“By application, eMBB to account for the largest market share during the forecast period.”
The emphasis of 5G NTN is on deploying eMBB to deliver high bandwidth with moderate latency, support high mobility up to approximately 500 kilometers per hour, and efficiently handle a staggering 10,000 times more traffic. Release-18 introduces several use cases related to eMBB, including mobility enhancement, Multiple Input Multiple Output (MIMO) technology, and network power-saving measures. Major industry players are increasingly adopting eMBB to provide 5G network connectivity comparable to LTE services. In the context of 5G NTN, eMBB services play a crucial role in extending excellent broadband connectivity to rural and underserved areas, particularly on dynamic platforms such as aircraft and vessels. This strategic deployment enhances connectivity options and addresses the diverse needs of users across a spectrum of scenarios and locations.
"Asia Pacific to register the highest growth rate during the forecast period.”
The Asia Pacific region is set to undergo significant growth opportunities in the coming years, with countries like India, China, Australia, and New Zealand expected to experience high growth rates. The competition in the region is fragmented, prompting 5G NTN solution providers to expand their operations across various countries. The imperative to enhance public safety during disasters and emergencies further fuels the adoption of 5G NTN solutions in the region. Various industries, including aerospace, maritime, and defense, are embracing integrated 5G networks and satellite-based solutions to augment network coverage across diverse and challenging locations. In the maritime sector, the adoption of maritime satellite technology stands out, facilitating advanced communication networks that enable seamless connectivity with employees stationed at remote offshore locations. This multifaceted adoption of 5G NTN technologies reflects the region's commitment to leveraging innovative solutions for improved public safety, infrastructure development, and connectivity across key industries.
Breakdown of primaries
The study contains insights from various industry experts, from solution vendors to Tier 1 companies. The break-up of the primaries is as follows:
• By Company Type: Tier 1 – 25%, Tier 2 – 40%, and Tier 3 – 35%
• By Designation: C-level –45%, D-level – 35%, and Others– 20%
• By Region: North America – 40%, Europe – 35%, Asia Pacific – 20%, ROW- 5%.
The major players in the 5G NTN market are Qualcomm Technologies, Inc. (US), SoftBank Group Corporation (Japan), Thales Group (France), Rohde & Schwarz GmbH & Co KG (Germany), Keysight Technologies, Inc (US), MediaTek Inc. (Taiwan), SES S.A. (Luxembourg), EchoStar Corporation (EchoStar) (US), SpaceX (US), AST & Science, LLC (US), ZTE Corporation (China), OneWeb (UK), GateHouse SatCom A/S (Denmark), Omnispace, LLC (US), Nelco Limited (US), Inmarsat Global Limited (UK), Skylo Technologies (US), Globalstar, Inc (US), Spirent Communications (Spirent) (UK), Telefonaktiebolaget LM Ericsson (Sweden), Nokia Corporation (Finland), Intelsat US LLC (US), and Telefonica S.A. (Spain), Viasat Inc, (US), Telesat (Canada), Satelitiot (Barcelona), Kuiper Systems LLC (US ), and SpaceIoT (China). These players have adopted various growth strategies, such as partnerships, agreements and collaborations, new product launches, product enhancements, and acquisitions to expand their footprint in the 5G NTN market.
Research Coverage
The market study covers the 5G NTN market size across different segments. It aims to estimate the market size and the growth potential across different segments, including components (hardware, software, and services), platforms, applications, end-use industries, locations, and regions. The study includes an in-depth competitive analysis of the leading market players, their company profiles, key observations related to product and business offerings, recent developments, and market strategies.
Key Benefits of Buying the Report
The report will help the market leaders/new entrants with information on the closest approximations of the global 5G NTN market's revenue numbers and subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. Moreover, the report will provide insights for stakeholders to understand the market's pulse and provide them with information on key market drivers, restraints, challenges, and opportunities.
The report provides insights on the following pointers:
Analysis of key drivers (adoption of software-centric approach, need to address extreme coverage extension, 3GPP evolution toward NTN interworking and integration), restraints (need for radio components to be on the ground), opportunities (impact of NR-NTN integration on 5G connectivity, need for NTN in evolution toward 5G and 6G, 5G NB-IoT NTN to contribute to global high speed) and challenges (signal interception, propagation delay and low latency due to large distance between satellites and terrestrial user equipment, doppler frequency shift owing to mobility issues) influencing the growth of the 5G NTN market. Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the 5G NTN market. Market Development: Comprehensive information about lucrative markets – the report analyses the 5G NTN market across various regions. Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the 5G NTN market. Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like Qualcomm Technologies, Inc (US), SoftBank Group Corporation (Japan), Thales Group (France), Rohde & Schwarz GmbH & Co KG (Germany), Keysight Technologies, Inc (US), MediaTek Inc. (Taiwan), SES S.A. (Luxembourg), EchoStar Corporation (EchoStar) (US), SpaceX (US), AST & Science, LLC (US), ZTE Corporation (China), OneWeb (UK), GateHouse SatCom A/S (Denmark), Omnispace, LLC (US), Nelco Limited (US), Inmarsat Global Limited (UK), Skylo Technologies (US), Globalstar, Inc (US), Spirent Communications (Spirent) (UK), Telefonaktiebolaget LM Ericsson (Sweden), Nokia Corporation (Finland), Intelsat US LLC (US), and Telefonica S.A. (Spain), Viasat Inc, (US), Telesat (Canada), Satelitiot (Barcelona), Kuiper Systems LLC (US ), and SpaceIoT (China).
Table of Contents
1 INTRODUCTION 28
1.1 STUDY OBJECTIVES 28
1.2 MARKET DEFINITION 28
1.3 STUDY SCOPE 29
1.3.1 MARKET SEGMENTATION 29
1.3.2 REGIONS COVERED 29
1.3.3 INCLUSIONS & EXCLUSIONS 30
1.4 YEARS CONSIDERED 30
1.5 CURRENCY CONSIDERED 30
1.6 LIMITATIONS 31
1.7 STAKEHOLDERS 31
1.8 SUMMARY OF CHANGES 31
1.8.1 RECESSION IMPACT 32
2 RESEARCH METHODOLOGY 33
2.1 RESEARCH DATA 33
2.1.1 SECONDARY DATA 34
- 2.1.1.1 Key data from secondary sources 34
2.1.2 PRIMARY DATA 34
- 2.1.2.1 Primary interviews with experts 35
- 2.1.2.2 List of key primary interview participants 35
- 2.1.2.3 Breakdown of primaries 35
- 2.1.2.4 Key data from primary sources 36
- 2.1.2.5 Key industry insights 36
2.2 MARKET SIZE ESTIMATION 37
2.2.1 BOTTOM-UP APPROACH 37
2.2.2 TOP-DOWN APPROACH 38
2.2.3 5G NTN MARKET SIZE ESTIMATION: DEMAND-SIDE ANALYSIS 39
2.2.4 5G NTN MARKET SIZE ESTIMATION: SUPPLY-SIDE ANALYSIS 40
2.2.5 GROWTH FORECAST ASSUMPTIONS 40
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 41
2.4 RESEARCH ASSUMPTIONS 42
2.5 RISK ASSESSMENT 42
2.6 IMPACT OF RECESSION ON 5G NTN MARKET 42
3 EXECUTIVE SUMMARY 43
4 PREMIUM INSIGHTS 45
4.1 OPPORTUNITIES FOR PLAYERS IN 5G NTN MARKET 45
4.2 5G NTN MARKET, BY COMPONENT 45
4.3 5G NTN MARKET, BY PLATFORM 46
4.4 5G NTN MARKET, BY APPLICATION 46
4.5 NORTH AMERICA: 5G NTN MARKET, BY COMPONENT AND KEY PLATFORM 47
5 MARKET OVERVIEW AND INDUSTRY TRENDS 48
5.1 INTRODUCTION 48
5.2 MARKET DYNAMICS 48
5.2.1 DRIVERS 48
- 5.2.1.1 Adoption of software-centric approach 48
- 5.2.1.2 Need to address extreme coverage extension 49
- 5.2.1.3 3GPP evolution toward NTN interworking and integration 49
5.2.2 RESTRAINTS 50
- 5.2.2.1 Need for radio components to be grounded 50
5.2.3 OPPORTUNITIES 50
- 5.2.3.1 Impact of NR-NTN integration on 5G connectivity 50
- 5.2.3.2 Need for NTN in evolution toward 5G and 6G 50
- 5.2.3.3 5G NB-IoT NTN to contribute to global high speed 51
5.2.4 CHALLENGES 51
- 5.2.4.1 Signal interception 51
- 5.2.4.2 Propagation delay and low latency due to great distance between satellites and terrestrial user equipment 51
- 5.2.4.3 Doppler frequency shift owing to mobility issues 52
5.3 SUPPLY CHAIN ANALYSIS 52
5.4 5G NTN MARKET: ECOSYSTEM ANALYSIS 53
5.5 TECHNOLOGY ANALYSIS 54
5.5.1 INTRODUCTION 54
5.5.2 INTERNET OF THINGS 54
5.5.3 ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING 55
5.5.4 EDGE COMPUTING 55
5.6 CASE STUDY ANALYSIS 55
5.6.1 CASE STUDY 1: KEYSIGHT TECHNOLOGIES AND QUALCOMM TECHNOLOGIES ESTABLISHED END-TO-END 5G NTN CONNECTION 55
5.6.2 CASE STUDY 2: ERICSSON, QUALCOMM, AND THALES COLLABORATED TO PROVIDE GLOBAL COVERAGE THROUGH 5G SMARTPHONES 56
5.6.3 CASE STUDY 3: SMART AND OMNISPACE TEAMED UP TO EXPLORE SPACE-BASED 5G TECHNOLOGIES 57
5.6.4 CASE STUDY 4: T-MOBILE AND SPACEX COLLABORATED TO PROVIDE TEXT COVERAGE AND OFFER NO-DEAD ZONES 57
5.6.5 CASE STUDY 5: ZTE CORPORATION AND CHINA MOBILE SHOWCASED FIRST 5G NTN FIELD TRIAL 58
5.7 PATENT ANALYSIS 59
5.7.1 METHODOLOGY 59
5.8 PORTER’S FIVE FORCES ANALYSIS 61
5.8.1 THREAT OF NEW ENTRANTS 62
5.8.2 THREAT OF SUBSTITUTES 62
5.8.3 BARGAINING POWER OF BUYERS 62
5.8.4 BARGAINING POWER OF SUPPLIERS 62
5.8.5 INTENSITY OF COMPETITION RIVALRY 62
5.9 REGULATORY LANDSCAPE 63
5.9.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 63
- 5.9.1.1 North America 65
- 5.9.1.1.1 US 65
- 5.9.1.1.2 Canada 65
- 5.9.1.2 Europe 65
- 5.9.1.3 Asia Pacific 65
- 5.9.1.3.1 China 65
- 5.9.1.3.2 Australia 65
- 5.9.1.3.3 Japan 65
- 5.9.1.4 Middle East & Africa 65
- 5.9.1.4.1 Saudi Arabia 66
- 5.9.1.1 North America 65
5.10 TRENDS AND DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES 66
5.11 KEY STAKEHOLDERS & BUYING CRITERIA 66
5.11.1 INFLUENCE OF KEY STAKEHOLDERS ON BUYING PROCESS FOR KEY LOCATIONS 66
5.11.2 BUYING CRITERIA 67
5.12 KEY CONFERENCES & EVENTS 68
6 5G NTN MARKET, BY COMPONENT 69
6.1 INTRODUCTION 70
6.1.1 COMPONENTS: 5G NTN MARKET DRIVERS 70
6.2 HARDWARE 71
6.2.1 SHIFT TOWARD 5G NTN HARDWARE INSTALLATION TO ENHANCE NETWORK COVERAGE 71
6.3 SOFTWARE 71
6.3.1 SOFTWARE SOLUTIONS TO ENSURE SEAMLESS CONNECTIVITY IN REMOTE LOCATIONS 71
6.4 SERVICES 72
6.4.1 DEMAND FOR UNINTERRUPTED CONNECTIVITY IN UNDERSERVED AREAS TO DRIVE MARKET FOR 5G NTN SERVICES 72
6.4.2 DEPLOYMENT SERVICES 73
6.4.3 CONNECTIVITY SERVICES 74
7 5G NTN MARKET, BY PLATFORM 75
7.1 INTRODUCTION 76
7.1.1 PLATFORMS: 5G NTN MARKET DRIVERS 76
7.2 UAS PLATFORM 77
7.2.1 FOCUS ON SUPPORTING AIRBORNE COMMUNICATION TO SPUR GROWTH 77
7.3 LEO SATELLITE 78
7.3.1 LEO SATELLITES PROVIDE CONNECTIVITY COVERAGE AT ALTITUDES RANGING FROM 300 TO 1500 KM 78
7.4 MEO SATELLITE 78
7.4.1 MEO SATELLITES HAVE LOWER ORBITS THAN GEO SATELLITES, WHICH REDUCES RF POWER REQUIREMENTS AND COMMUNICATION DELAYS 78
7.5 GEO SATELLITE 79
7.5.1 GEO PLATFORMS SUPPORT AND ENHANCE NETWORK COVERAGE IN REMOTE, ISOLATED, AND UNDERSERVED AREAS 79
8 5G NTN MARKET, BY APPLICATION 80
8.1 INTRODUCTION 81
8.1.1 APPLICATIONS: 5G NTN MARKET DRIVERS 81
8.2 EMBB 82
8.2.1 NEED TO OFFER HIGH-SPEED BROADBAND CONNECTIVITY IN DENSELY POPULATED AREAS TO PROPEL GROWTH 82
8.3 MMTC 82
8.3.1 NEED FOR SCALABLE AND EFFICIENT CONNECTIVITY OF MANY DEVICES TO BOOST MARKET EXPANSION 82
8.4 URLLC 83
8.4.1 URLLC PROVIDES DATA TRANSMISSION WITH HIGH RELIABILITY IN 5G NTN SYSTEMS 83
9 5G NTN MARKET, BY END-USE INDUSTRY 84
9.1 INTRODUCTION 85
9.1.1 END-USE INDUSTRIES: 5G NTN MARKET DRIVERS 85
9.2 MARITIME 86
9.2.1 ENHANCED 5G NETWORK COVERAGE TO SUPPORT TRACKING AND MONITORING IN MARITIME INDUSTRY 86
9.3 AEROSPACE & DEFENSE 87
9.3.1 INCREASING ADOPTION OF INNOVATIVE TECHNOLOGY AND DIGITALIZED SOLUTIONS TO DRIVE MARKET 87
9.4 GOVERNMENT 87
9.4.1 RISING NEED FOR IMPROVED SAFETY AND SECURITY OF GOVERNMENT NETWORKS TO BOOST MARKET 87
9.5 MINING 88
9.5.1 ADOPTION OF 5G CONNECTIVITY IN MINING SECTOR FACILITATES WORKER SAFETY 88
9.6 OTHER END-USE INDUSTRIES 88
10 5G NTN MARKET, BY LOCATION 90
10.1 INTRODUCTION 91
10.1.1 LOCATIONS: 5G NTN MARKET DRIVERS 91
10.2 URBAN 92
10.2.1 HIGH-SPEED INTERNET CONNECTIVITY STRENGTHENS SMART INFRASTRUCTURE IN URBAN AREAS 92
10.3 RURAL 92
10.3.1 FOCUS ON ELIMINATING DIGITAL DIVIDE IN RURAL AREAS TO ENCOURAGE ADOPTION OF 5G NTN SYSTEMS 92
10.4 REMOTE 93
10.4.1 5G NTN SYSTEMS SUPPORT MOVEMENT OF WORKERS FROM URBAN TO REMOTE AREAS 93
10.5 ISOLATED 93
10.5.1 5G NTN SERVICES PROVIDE 5G COVERAGE IN ISOLATED AREAS 93
11 5G NTN MARKET, BY REGION 95
11.1 INTRODUCTION 96
11.2 NORTH AMERICA 97
11.2.1 NORTH AMERICA: RECESSION IMPACT 97
11.2.2 US 100
- 11.2.2.1 Remarkable growth of smart connected devices to boost market growth 100
11.2.3 CANADA 100
- 11.2.3.1 Improvement in network connectivity in rural areas to drive market 100
11.3 EUROPE 101
11.3.1 EUROPE: RECESSION IMPACT 101
11.3.2 UK 103
- 11.3.2.1 Deployment of 5G services to help reduce carbon emission 103
11.3.3 GERMANY 103
- 11.3.3.1 Initiatives by government to expand 5G coverage to spur growth 103
11.3.4 FRANCE 104
- 11.3.4.1 Advanced economy and flourishing IT market to drive use of 5G NTN systems 104
11.3.5 ITALY 104
- 11.3.5.1 Government initiatives and funding to drive use of 5G NTN systems 104
11.3.6 REST OF EUROPE 104
11.4 ASIA PACIFIC 104
11.4.1 ASIA PACIFIC: RECESSION IMPACT 105
11.4.2 CHINA 107
- 11.4.2.1 Successful field trial of 5G NTN to demonstrate communication services 107
11.4.3 INDIA 107
- 11.4.3.1 Increasing focus on smart infrastructure development to lead to adoption of 5G NTN services 107
11.4.4 SOUTH KOREA 108
- 11.4.4.1 Demand for 5G and 6G wireless technology to drive market 108
11.4.5 REST OF ASIA PACIFIC 108
11.5 MIDDLE EAST & AFRICA 108
11.5.1 MIDDLE EAST & AFRICA: RECESSION IMPACT 109
11.5.2 MIDDLE EAST 111
- 11.5.2.1 Government initiatives to enhance 5G network coverage to boost demand for 5G NTN solutions 111
- 11.5.2.2 Saudi Arabia 111
11.5.3 AFRICA 112
- 11.5.3.1 Large investments by key players to expand footprint to boost market expansion 112
11.6 LATIN AMERICA 112
11.6.1 LATIN AMERICA: RECESSION IMPACT 112
11.6.2 BRAZIL 114
- 11.6.2.1 Increased investment in digital infrastructure to drive demand for 5G NTN solutions 114
11.6.3 MEXICO 115
- 11.6.3.1 Focus of select companies on enhancing network connectivity to propel market 115
11.6.4 REST OF LATIN AMERICA 115
12 COMPETITIVE LANDSCAPE 116
12.1 OVERVIEW 116
12.2 KEY PLAYERS’ STRATEGIES/RIGHT TO WIN 116
12.3 MARKET SHARE ANALYSIS OF TOP PLAYERS 117
12.4 MARKET RANKING OF KEY PLAYERS IN 5G NTN MARKET 117
12.5 COMPANY EVALUATION MATRIX 118
12.5.1 STARS 118
12.5.2 EMERGING LEADERS 118
12.5.3 PERVASIVE PLAYERS 118
12.5.4 PARTICIPANTS 118
12.5.5 COMPANY FOOTPRINT 119
12.6 STARTUP/SME EVALUATION MATRIX 123
12.6.1 PROGRESSIVE COMPANIES 123
12.6.2 RESPONSIVE COMPANIES 123
12.6.3 DYNAMIC COMPANIES 123
12.6.4 STARTING BLOCKS 123
12.6.5 COMPETITIVE BENCHMARKING 124
12.7 COMPETITIVE SCENARIO 126
12.7.1 PRODUCT LAUNCHES 126
12.7.2 DEALS 128
13 COMPANY PROFILES 131
13.1 KEY PLAYERS 131
13.1.1 THALES 131
13.1.2 MEDIATEK 134
13.1.3 ECHOSTAR CORPORATION 137
13.1.4 QUALCOMM TECHNOLOGIES 140
13.1.5 SPACEX 144
13.1.6 GATEHOUSE 146
13.1.7 SOFTBANK GROUP 148
13.1.8 ROHDE & SCHWARZ 151
13.1.9 KEYSIGHT TECHNOLOGIES 153
13.1.10 SES 156
13.1.11 ZTE 158
13.2 OTHER PLAYERS 160
13.2.1 AST SPACEMOBILE 160
13.2.2 ONEWEB 161
13.2.3 OMNISPACE 161
13.2.4 NELCO 162
13.2.5 INMARSAT GLOBAL 162
13.2.6 SKYLO 163
13.2.7 GLOBALSTAR 164
13.2.8 SPIRENT COMMUNICATIONS 165
13.2.9 ERICSSON 165
13.2.10 NOKIA 166
13.2.11 INTELSAT 167
13.2.12 TELEFONICA 168
13.2.13 VIASAT 169
13.2.14 TELESAT 169
13.2.15 SATELIOT 170
13.2.16 KUIPER SYSTEMS 171
13.2.17 SPACEIOT 171
13.2.18 RADISYS 172
14 ADJACENT/RELATED MARKETS 173
14.1 MARITIME SATELLITE COMMUNICATION 173
14.1.1 MARKET OVERVIEW 173
14.1.2 MARITIME SATELLITE COMMUNICATION MARKET, BY COMPONENT 173
14.1.3 MARITIME SATELLITE COMMUNICATION MARKET, BY SOLUTION 175
14.1.4 MARITIME SATELLITE COMMUNICATION MARKET, BY SERVICE 177
14.1.5 MARITIME SATELLITE COMMUNICATION MARKET, BY END USER 177
14.2 NANOSATELLITE AND MICROSATELLITE MARKET 178
14.2.1 MARKET DEFINITION 178
14.2.2 NANOSATELLITE AND MICROSATELLITE MARKET, BY COMPONENT 179
14.2.3 NANOSATELLITE AND MICROSATELLITE MARKET, BY TYPE 180
14.2.4 NANOSATELLITE AND MICROSATELLITE MARKET, BY ORGANIZATION SIZE 180
14.2.5 NANOSATELLITE AND MICROSATELLITE MARKET, BY APPLICATION 181
14.2.6 NANOSATELLITE AND MICROSATELLITE MARKET, BY VERTICAL 182
14.2.7 NANOSATELLITE AND MICROSATELLITE MARKET, BY FREQUENCY 183
15 APPENDIX 184
15.1 DISCUSSION GUIDE 184
15.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 187
15.3 CUSTOMIZATION OPTIONS 189
15.4 RELATED REPORTS 189
15.5 AUTHOR DETAILS 190