• Beyond satellite-connected smartphones, the satellite IoT connectivity landscape is undergoing a significant transformation, with proprietary players increasingly adopting standardization.
• Satellite providers, once confined to closed ecosystems, are now collaborating with MNOs, MVNOs and chipset vendors to enable seamless integration with terrestrial networks.
• While high data costs have historically been a challenge, the rise of NTNs, expanding LEO constellations and increasing awareness of IoT applications are reshaping the industry.

This year’s Mobile World Congress (MWC) was buzzing with excitement as companies showcased satellite-connected smartphones, making them one of the most talked-about topics. But beyond smartphones, the satellite IoT connectivity landscape is undergoing a significant transformation, with proprietary players increasingly adopting standardization. A prime example is Myriota’s recent partnerships in the non-terrestrial network (NTN) space, alongside Iridium’s move into 3GPP NTN standards starting this year. These developments highlight a growing trend — satellite providers, once confined to closed ecosystems, are now collaborating with MNOs, MVNOs and chipset vendors to enable seamless integration with terrestrial networks.

Myriota teams up with Viasat to launch 5G NTN IoT solution Hyperpulse

Myriota, known for its proprietary IoT solutions, is making a major leap toward standardized satellite connectivity with its latest offering, Hyperpulse. Designed for cost-effective and reliable IoT sensing, tracking and remote management, Hyperpulse offers enterprises a flexible solution for managing assets in remote areas. Through its partnership with Viasat, Myriota is leveraging a dynamic leasing model and Viasat’s global geostationary L-band network, ensuring broader service coverage and improved scalability. This move toward 3GPP NTN services enhances interoperability with mainstream mobile networks, positioning Myriota for the next phase of satellite IoT growth.

Iridium adopts 3GPP standards for seamless satellite-to-device communication

Iridium is taking a bold step into the standardized NTN ecosystem with the launch of Iridium NTN Direct, making satellite connectivity more accessible for direct-to-device (D2D) applications. By aligning with 3GPP standards, Iridium ensures smoother integration with existing mobile networks and provides users with better global coverage and easier adoption. This move is part of a broader industry shift toward satellite-cellular convergence, allowing everyday devices to stay connected regardless of location. As more satellite players embrace standardization, seamless connectivity will become the norm rather than the exception.

Globalstar expands into 3GPP NTN with n53 band

Globalstar, once a proprietary satellite provider, is now embracing standardized NTN connectivity with its expansion into 3GPP NTN using the n53 band. This shift will enable seamless satellite-to-cellular integration, significantly improving IoT connectivity across industries. GCT Semiconductor and Globalstar have announced a strategic partnership to develop two-way satellite messaging systems for Globalstar’s mobile devices and modules. Globalstar’s RM200M product will utilize GCT’s GDM7243i IoT chip, with future products integrating GDM7243SL and 5G IoT-enabled chipsets for seamless satellite connectivity. This collaboration aims to enhance Globalstar’s ability to switch between cellular and satellite networks, catering to the growing demand for satellite-connected IoT solutions. Both companies are committed to advancing satellite communications technology and expanding their presence in the non-terrestrial network (NTN) market.

Source: Counterpoint Research

Analyst takeaways

• Standardization continues to drive the future growth of satellite IoT. According to Counterpoint’s ‘Satellite IoT Market and Ecosystem’ report, satellite IoT connections will surpass 40 million by 2030. To capitalize on this expanding market, ecosystem players are adopting a dual approach by offering both proprietary and NTN solutions to meet diverse needs.
• Companies like Skylo, Sateliot and OQ Technology lead the way in 3GPP Release 17 (Rel 17) NB-NTN technology. Skylo, in particular, is capitalizing on Rel 17 by building strong partnerships across the chipset, module, device and MNO ecosystem, accelerating adoption.
• Key NTN applications include tracking, logistics and agriculture. With NTN now an integral part of the 3GPP ecosystem, automakers are preparing to integrate satellite connectivity into next-generation vehicles, ensuring seamless global connectivity.
• Compared to cellular IoT data charges, which are typically under half a dollar per month, satellite IoT connectivity currently ranges between $5 and $7 in monthly ARPU. This pricing remains a key factor influencing adoption. However, with advancements in NB-NTN technology, costs are expected to drop to around $2 per month, driving wider adoption.
• The satellite IoT landscape is evolving rapidly as more players enter the ecosystem and form strategic partnerships. While high data costs have historically been a challenge, the rise of NTNs, expanding LEO constellations and increasing awareness of IoT applications are reshaping the industry. As these trends continue, the overall cost of satellite IoT solutions will drop, making them more accessible across industries.

The industry is at an inflection point, where collaboration, standardization and technological advancements are paving the way for a more connected and accessible satellite IoT ecosystem. The next wave of adoption will be driven by demand from agriculture, maritime and logistics sectors, with hybrid connectivity models playing a crucial role.