Satellite and D2C Combined Markets Seen Exceeding $17 Billion by 2032
Direct-to-device (D2D) market annual revenue will exceed $17 billion by 2032, according to an ABI Research analysis Thursday (see 2403260063). Apple's iOS 18 and Android 15 will add satellite messaging as a core feature in the coming months, it said.…
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Also driving growth is SpaceX's D2D Starlink network, expected to launch commercial service in the second half of the year, ABI said. These advances will push the combined D2D markets to a compound annual growth rate of 39.8%. The satellite communication market is moving from narrowband emergency services to two-way messaging and data services and “this competition is reducing overall cost to these services while increasing accessibility to more users,” said Andrew Cavalier, ABI senior analyst. Updates to cellular technology will be coupled with increased satellite launch capacity, potentially unlocking a new era of abundance in lower-cost satellite services, ABI said. "We anticipate the seamless access of Starlink and Apple Satellite connectivity on devices will attract new and existing customers to leverage this technology when outside terrestrial coverage,” Cavalier predicted.