D2D IoT Connections Could Hit 30m by 2030 – Kaleido Intelligence

A new report by Kaleido Intelligence forecasts a surge in direct-to-device (D2D) satellite IoT connections, from fewer than 500,000 in 2025 to more than 30 million by 2030. This growth reflects rising demand for seamless connectivity in remote sectors like asset tracking, energy, utilities, and agriculture.

However, the research highlights that, despite strong interest - with 51% of IoT enterprises see D2D as viable WAN connectivity - cost remains a major barrier. Airtime pricing must come down, potentially via OEM subsidies and business model innovation, to drive broader adoption.

The report also flags growing concerns around sustainability. With over 60,000 LEO satellites expected in orbit soon, Kaleido warns of systemic risks from regulatory gaps, collision risks, and uncertain deorbiting practices.

While smartphones are part of the D2D story, with 6 million users forecasted by the end of 2025, their hardware limitations and low ARPU ($6/month by 2030) suggest IoT will lead the way in unlocking the full value of satellite D2D connectivity.

SOURCE: https://kaleidointelligence.com/direct-to-device-iot-connections-reach-30-million-in-2030/