Direct-to-Device (D2D) Market

The Direct-to-Device (D2D) market is estimated at USD 0.57 billion in 2025 and is projected to reach USD 2.64 billion by 2030, at a CAGR of 35.6%. The growth of the market is driven by the rising need for seamless global connectivity, particularly in remote and underserved regions where terrestrial networks are limited or absent. Increasing demand for reliable communication during emergencies and natural disasters, combined with the expansion of IoT applications across industries such as agriculture, maritime, energy, and defense, is accelerating adoption. Standardization through 3GPP non-terrestrial network protocols, coupled with strategic partnerships between satellite operators and mobile network providers, is further enabling large-scale integration.

Some of the major market players in the Direct-to-Device (D2D) market are SpaceX (US), Iridium Communications Inc. (US), Globalstar (US), ORBCOMM (US), and Viasat (US). These players have incorporated various organic and inorganic growth strategies, including collaborations, acquisitions, product launches, partnerships, agreements, and expansions, to strengthen their international footprint and capture a greater share in the D2D market. These organic and inorganic strategies have allowed the market players to expand across geographies by offering various D2D solutions.

To know about the assumptions considered for the study download the pdf brochure

Major Direct-to-Device (D2D) Companies Include:

• SpaceX (US)
• Iridium Communications Inc. (US)
• Globalstar (US)
• ORBCOMM (US)
• Viasat (US)
• AST & Science, LLC (US)
• Space42 PLC (UAE)
• Lynk Global, Inc. (US)
• Astrocast (Switzerland)
• Myriota (Australia)

In September 2025, SpaceX (US) entered into a purchase agreement with EchoStar Corporation (US) for 50 MHz of exclusive S-band spectrum in the US and global Mobile Satellite Service (MSS) spectrum licenses. This agreement will enable SpaceX to develop and deploy the next-generation Starlink Direct to Cell constellation, which will be capable of providing broadband service to cell phones globally.

In November 2025, Space42 (US) and Viasat (UAE) signed a partnership to explore a shared, multi-tenant, multi-orbit 5G Non-Terrestrial Network (NTN) built on open, 3GPP-based architecture. The aim is to enable direct-to-device (smartphones) and NB-IoT services globally, leveraging licensed L-band and S-band (and selected terrestrial spectrum) with global roaming across regional operators.

In February 2023,  Viasat (US), a global communications company, announced that it had reached a non-binding Memorandum of Understanding (MoU) with Ligado Networks (US) and Skylo Technologies, intended to offer first-generation standards-based D2D satellite services via Ligado’s SkyTerra satellite network. Viasat and Ligado have already partnered closely for years to provide a range of Mobile Satellite Services over SkyTerra.

In May 2025, Iridium Communications Inc. (US), a leading provider of global voice and data satellite communications, announced a new partnership with Syniverse to support the rollout of Iridium NTN DirectSM service with mobile network operators (MNOs) worldwide. Through this partnership, Iridium NTN Direct is integrating with Syniverse's global platform, making it easy for MNOs to keep their customers continuously connected everywhere on the planet.

SpaceX is a US-based aerospace manufacturer and space transportation company founded in 2002 by Elon Musk. Beyond its launch vehicle and spacecraft operations, the company has strategically expanded into satellite-based communications through its Starlink division, positioning itself as a vertically integrated space and connectivity service provider. This allows SpaceX to serve both consumer and enterprise markets with scalable, low-latency internet and communication services. Starlink serves as the core platform through which SpaceX delivers its communication services. The division provides Direct-to-IoT solutions, enabling connectivity for sensor networks, logistics, and remote asset monitoring; and Direct-to-Cell services, developed in collaboration with telecom operators, allowing unmodified smartphones to connect directly to satellites for mobile coverage in underserved areas. By consolidating these service lines under Starlink, SpaceX has broadened its portfolio from launch systems to a diversified communications ecosystem with cross-industry applications. Through Starlink, SpaceX has developed a strong global presence. The service is commercially available across North America, Europe, the Asia Pacific, Latin America, and parts of Africa, with approvals secured in over 70 countries. Its network is supported by thousands of low-Earth orbit (LEO) satellites, ground stations, and regulatory partnerships, enabling operations in both urban and remote regions.

Globalstar is a leading provider of satellite communication solutions, offering reliable voice and data connectivity in remote areas. With a robust LEO satellite constellation, Globalstar ensures seamless communication in areas where traditional networks are limited. Its satellite phones and devices are built to withstand rugged environments and provide high-quality voice and data services globally. Globalstar offers a range of voice and data services tailored for various industries, including maritime, oil & gas, government, emergency response, transportation, and outdoor recreation. Its services include satellite phone communications, two-way messaging, asset tracking, and remote monitoring solutions. Globalstar also offers value-added solutions such as SPOT, a satellite-based personal safety and asset tracking device. Through ongoing investments in infrastructure and technology, Globalstar continues to enhance its services and expand its coverage, solidifying its position as a trusted provider in the D2D market.

Market Ranking

The Direct-to-Device (D2D) market is highly competitive, with five main players: SpaceX (US),  Iridium Communications Inc. (US), Globalstar (US), ORBCOMM (US), and Viasat (US). SpaceX, through its Starlink constellation, holds a leading position in the D2D market, especially in Direct-to-Cell services, due to its scale, technological maturity, and relationships with MNOs. Iridium Communications Inc. follows with a competitive share, maintaining a strong position in the market, with its established LEO constellation and legacy in satellite-based communications. Globalstar (US) contributes a significant amount of market share. ORBCOMM specializes in IoT and machine-to-machine (M2M) connectivity, making it a leader in the D2IoT domain. Viasat (US) leverages its GEO and expanding LEO/MEO assets to strengthen its role in satellite broadband and emerging D2D services. The remaining market is shared among other regional and emerging vendors, contributing to extensive fragmentation and offering opportunities for smaller players to establish a footprint. Market competition is driven by increasing technological advancements.

Related Reports:

Direct-to-Device (D2D) Market by Service Type (Direct to IoT, Direct to Cell), Customer Type (Consumer, Enterprise Network, Government & Defense), Latency Class, Frequency, Orbit and Region-Global Forecast to 2030

Contact:
Mr. Rohan Salgarkar
MarketsandMarkets™ INC.
630 Dundee Road
Suite 430
Northbrook, IL 60062
USA : 1-888-600-6441
sales@marketsandmarkets.com