Direct-to-device (D2D) internet systems hold substantial promise for the MENA region, augmenting connectivity and building resilience. But D2D is not "5G from space"; there are multiple hurdles to overcome. As the technology gains traction, its role is likely to vary by country—functioning as a resilience overlay, a primary mode of connectivity, or a complementary add-on, depending on existing terrestrial coverage, affordability, and population concentration in urban areas.
This report explores the physical, economic, and regulatory constraints shaping D2D adoption, the potential to eliminate cellular "dead zones" and provide connectivity during incidents that terrestrial networks cannot, and the three MENA D2D uptake archetypes expected to emerge. It also examines how D2D can create a competitive advantage for telcos by strengthening service offerings, reducing the need for last-mile infrastructure investments, and supporting resilient connectivity.
With direct-to-device internet systems growing rapidly in capability, availability, and potential, the question for MENA governments and telcos is twofold: what will an integrated telco/D2D world look like, and how can we make the most of it?