Connectivity
direct-to-device
future of network
satellite
Space
Direct-to-Device connectivity (D2D) is shaping up to be one of the most important shifts in global communications, with the potential to close coverage gaps, strengthen resilience, and drive billions in economic growth.
Our new report, The Future of Networks: Direct-to-Device for Universal Meaningful Connectivity, traces how D2D is moving from niche emergency tools into mainstream connectivity, and what that means for regulators, industry, and consumers.
Why Direct-to-Device connectivity matters
Terrestrial networks reach 96% of the world’s population but just 15% of its surface. That leaves vast areas unserved. Advances in satellite design and the rollout of low Earth orbit (LEO) constellations mean D2D can extend coverage, integrate with mobile networks, and provide a strong complement to terrestrial services.
Key findings
01
Beyond emergencies
Since its first commercial use in 2022, D2D has expanded from emergency messaging into IoT, disaster recovery, and always-on consumer connectivity.
02
Economic impact
Extending coverage to more than 360 million unserved people could add USD 59 billion to global GDP. D2D-enabled emergency communications could also help reduce disaster losses by as much as USD 106.4 billion a year between 2026 and 2035.
03
Commercial outlook
The D2D market could reach between USD 3.8 billion and USD 16.1 billion by 2035, depending on adoption and technology maturity.
04
Regulation sets the pace
D2D raises new questions on spectrum licensing, interference, quality of service, and consumer rights. Hybrid regulatory approaches balancing innovation with predictability are likely to guide the market.
05
Part of a hybrid future
With limits on bandwidth and latency, D2D works best as part of integrated systems that combine the affordability of terrestrial networks with the reach and resilience of satellites.
What’s next
The future of D2D will hinge more on interoperability, regulatory agility, and whether services meet the practical needs of diverse users. Governments, operators, and innovators each have a stake in shaping how this technology develops.
Download the full report here:
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