易观梅森：2025低轨（LEO）卫星宽带：欧洲农村地区成本效益可行性研究报告（英文版）（47页）.pdf

1、 Report prepared by Analysys Mason LEO satellite broadband:a cost-effective option for rural areas of Europe Stela Bokun,Alexander Ohlsson,Andrew Daly,Lluc Palerm-Serra,Olly Jones,Neil Kiritharan,Luke Wyles 24 February 2025 Ref:658783397-81 Ref:658783397-81.Contents 1 Executive summary 2 1.1 Context

2、 and objectives 2 1.2 EU countries are not on schedule to deliver Digital Decade goals,in part due to FTTH deployment costs in rural areas 3 1.3 LEO satellite constellations deployed by 2030 could offer high-speed broadband to millions of customers in EU countries 4 1.4 LEO satellite is more cost-ef

3、fective than FTTH for rural households 4 1.5 Billions of euros in subsidy could be saved by using LEO satellite to complement FTTH 5 2 Slowing data usage growth rates are undermining the case for gigabit-capable connectivity 8 2.1 The goal of universal gigabit-capable broadband coverage was set befo

4、re a post-pandemic slowdown in traffic growth rates 8 2.2 Take-up of gigabit-speed broadband is limited even in countries with high coverage 9 3 LEO satellite broadband could serve millions of European households by 2030 12 3.1 As many as 2.6 million to 4.2 million broadband customers could be addre

5、ssed in the countries studied 12 3.2 A larger share of households can be served in countries with lower latitudes and density 12 4 LEO satellite is a cost-effective complement to FTTH when serving the most rural households 14 4.1 FTTH costs scale exponentially in more rural areas,while LEO satellite

6、 costs do not vary with population density 14 4.2 LEO satellite is constrained by capacity,not by relative cost-effectiveness to FTTH 15 5 LEO satellite broadband could help save 3037%of required subsidies for nationwide FTTH deployment 17 5.1 Governments can avoid billions of euros of FTTH subsidie