The focus of direct-to-device (D2D) services so far has been mainly on extending the coverage of terrestrial cellular networks for cell phones and remote IoT devices. Although this presents a great business opportunity for both D2D satellite and terrestrial Mobile Network Operators (MNOs), the satellite industry needs to be conscious about another fast-developing opportunity in the terrestrial cellular industry: Mobile Private Networks, which can probably also be addressed with D2D services. These services are poised to become a critical part of making D2D megaconstellations financially feasible in the long-term. But operators need to decide to pursue these services now, before they deploy their satellites, or else they’ll risk missing out on the unaddressed market.
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