Spatio-temporal Intelligence Service (LBS) is a value-added service provided by the combination of mobile communication network and satellite positioning system. Through a set of positioning technologies, the location information of mobile terminals (such as longitude and latitude coordinate data) is obtained and provided to mobile users or others and communication systems to realize various location-related services.LBSIndustry is an emerging industry, which uses mobile Internet technology to achieve positioning, geographic information services and other related functions.

1.LBSIndustry development status

GlobalLBSIndustry development status

GlobalLBSThe development process of the industry can be divided into three stages: the first stage is1990Early2000Around the year, developed countries, represented by the United States, took the lead in carrying out a development based onGPStechnology for in-vehicle navigation systems andPND(portable navigation equipment) and other products research and development and promotion; the second stage is2000Year2010Around the year, the region, represented by Europe, began to carry out aGSMNetwork andWAPtechnology, and gradually formed an online map service platform represented by Google Maps; the third stage is2010So far, emerging markets, represented by China, have begun to develop rapidly.LBSindustry, using4GThe popularity of the Internet and smart phones has launched a mobile map service platform represented by Gaud Maps, Baidu Maps, and Tencent Maps, and has carried out a wealth of services in navigation, travel, social networking, e-commerce, games and other fields.LBSApplication.

GlobalLBSThe latest technological progress in the industry mainly includes the following aspects: First, the continuous improvement and upgrading of satellite navigation systems, in addition to the United States.GPSIn addition to the system, there are the European Union's Galileo system, Russia's GLONASS system, China's Beidou system, etc., these systems can provide higher positioning accuracy and reliability; the second is the diversification and integration of positioning technology, in addition to satellite-based In addition to the positioning technology, there are also network-based positioning technologies (such as base station positioning,Wi-FiPositioning, etc.), sensor-based positioning technology (such as inertial navigation, visual navigation, etc.), artificial intelligence-based positioning technology (such as deep learning, machine learning, etc.), these technologies can provide more optimized positioning services in different scenarios;LBSThe application of intelligent and personalized, the use of big data analysis, cloud computing, artificial intelligence and other technologies, can achieve real-time processing and analysis of user location information, to provide more in line with user needs and preferences.LBSServices.

GlobalLBSThe market size of the industry is showing a trend of rapid growth.2021Year, GlobalLBSThe market size is approximately2400billion yuan, a year-on-year increase20%. expected2028At the end of the year, globallyLBSThe market size will reach11210RMB billion, with a compound annual growth rate22.0%. Among them, North America and Asia Pacific are the globalLBSThe main consumer area of the market, occupying the market share.96%. in the globalLBSmarket, Zebra Technologies andArubaIt is the two largest enterprises, which occupy14%and7%market share.

GlobalLBSThe application of each market segment of the industry mainly includes the following aspects: First, navigation and travel services, including car navigation, mobile navigation, shared bicycles, online car-hailing, etc., which is currently the most mature and extensiveLBSApplication areas; the second is social and entertainment services, including location sharing, location check-in, location clock-in, location games, etc., which are currently the most active and interestingLBSApplication areas; third, e-commerce and advertising services, including location search, location recommend, location coupons, location advertising, etc., which are currently the most potential and valuableLBSThe fourth is public safety and management services, including emergency rescue, disaster prevention and mitigation, urban planning, traffic management, etc., which is currently the most important and meaningfulLBSApplication areas.

GlobalLBSThe brand competition pattern of the industry is mainly composed of the following types of enterprises: first, online map service platform enterprises, such as Google Maps, Gaode Maps, Baidu Maps, Tencent Maps, etc., these enterprises attract users by providing basic geographic information services and various value-added services, and make profits through advertising revenue or paid services; second, satellite navigation system operators, such as the United StatesGPSSystem OperatorLockheed MartinCompany, EU Galileo System OperatorGalileoThe company, China Beidou system operator, China satellite navigation system operator Beidou satellite navigation system management office, etc., support by providing satellite signal and data services.LBSThe development of the industry, and through government subsidies or commercial cooperation to achieve profitability; third, positioning technology providers, such as Qualcomm, Intel, Huawei, etc., these enterprises by providing positioning chips, positioning algorithms, positioning software and other technical solutions to supportLBSThe development of the industry and profitability through technology licensing or product sales;LBSApplication developers, suchUberCompany, Didi Chuxing Company, Meituan Dianping Company, etc., these enterprises attract users by developing various location-based application services, and realize profits through service commissions or membership fees.

GlobalLBSThe regional competitive landscape of the industry consists mainly of the following regions: first, North America, represented by the United States, which is the globalLBSThe birthplace and leader of the industry, with the most advanced satellite navigation system and positioning technology, as well as the most mature online map service platform andLBSapplication market; the second is the European region, represented by Germany, France, the United Kingdom, etc., which is the globalLBSIndustry innovators and followers, with their own satellite navigation systems and positioning technology, as well as a more sophisticated online map service platform andLBSThe third is the Asia-Pacific region, represented by China, Japan, South Korea, etc., which is the globalLBSA rising star and challenger in the industry, with a fast-growing satellite navigation system and positioning technology, as well as the most dynamic online map service platform andLBSApplication market.

ChinaLBSIndustry development status

ChinaLBSThe development process of the industry can be divided into three stages: the first stage is2000Year2005Around the year, China began to introduce foreignGPSTechnology andPNDproducts, and began to developGSMNetwork andWAPtechnology's mobile location services; the second phase is2005Year2010Around the year, China began to build its own Beidou satellite navigation system and began to develop a satellite navigation system based on3Gmobile map services for the web and smartphones; the third stage is2010Since then, China has begun to improve its own Beidou satellite navigation system and has begun to develop a satellite navigation system based on4GDiversification of the Internet and MobileLBSApplication.

ChinaLBSThe industry is in a stage of rapid development, with strong market demand, active product innovation, fierce competition, and continuous improvement of industry standards.2020Year, ChinaLBSMarket size reaches1000Billion yuan, year-on-year growth20%. With5GNetwork Applications, ChinaLBSThe industry will usher in unprecedented development opportunities, and the market scale will be further expanded to achieve greater growth.

ChinaLBSThe market supply of the industry is mainly composed of the following types of enterprises: first, online map service platform enterprises, such as Gaud map, Baidu map, Tencent map, etc., these enterprises attract users by providing basic geographic information services and various value-added services, and realize profits through advertising revenue or paid services; second, satellite navigation system operators, such as China Beidou satellite navigation system management office, these businesses support by providing satellite signals and data servicesLBSThe development of the industry, and through government subsidies or commercial cooperation to achieve profitability; third, positioning technology providers, such as Huawei, ZTE, MediaTek, etc., these enterprises by providing positioning chips, positioning algorithms, positioning software and other technical solutions to supportLBSThe development of the industry and profitability through technology licensing or product sales;LBSApplication developers, such as Didi Chuxing Company, Meituan Dianping Company, Mobike Company, etc., these enterprises attract users by developing various location-based application services and realize profits through service commissions or membership fees.

ChinaLBSThe market demand for the industry consists mainly of the following categories of users: first, individual users, which is currently the largestLBSUser groups, mainly usingLBSServices to meet their travel, social, entertainment, shopping and other needs; the second is enterprise users, which is currently the most valuableLBSUser groups, mainly usingLBSServices to optimize their own operations management, marketing promotion, customer service, etc.; the third is government users, which is currently the most meaningfulLBSUser groups, mainly usingLBSservices to improve their public safety, urban management, social governance and other aspects.

ChinaLBSThe development pain points of the industry mainly include the following aspects: First, the lack of technological innovation capabilities. Although China has made certain progress in satellite navigation systems and positioning technology, there is still a gap with the international advanced level, especially in positioning accuracy and positioning stability., Positioning diversity and other aspects still need to be improved; second, data security issues are prominent, dueLBSThe service involves the user's location information and personal privacy. If the data is leaked or abused, it will cause serious damage to the user, so it is necessary to strengthen data protection and supervision; third, the user experience problem is prominent.LBSThe service depends on the performance of the mobile network and terminal equipment. If the network is unstable or the terminal equipment is not compatible, it will affectLBSquality and effect of service, so it is necessary to improve network coverage and terminal adaptation.

2.LBSIndustry Competitor Analysis and Advantage Comparison

LBS industry competition level analysis

The competition level of LBS industry can be divided into the following four levels: the first level is the infrastructure layer, which mainly includes the construction and operation of infrastructure such as satellite navigation system and mobile communication network. The competition at this level is mainly reflected in the technical level and coverage. The second level is the technical service layer, which mainly includes the provision of technical services such as positioning technology and geographic information services, this level of competition is mainly reflected in technological innovation and service quality; the third level is the application service layer, which mainly includes the development and operation of various location-based application services, and this level of competition is mainly reflected in product creativity and user experience; the fourth level is the terminal equipment layer, which mainly includes various supportLBSThe production and sale of functional terminal equipment, this level of competition is mainly reflected in product performance and price.

Analysis on the Competitive State of LBS Industry

The competitive state of the LBS industry can be analyzed from the following five aspects:

First, the industry's existing competitors analysis, currently.LBSExisting competitors in the industry include online map service platform companies, satellite navigation system operators, positioning technology providers, and,LBSThere is a relationship between cooperation and competition among these enterprises, and they are also facing competitive pressure from other industries;

Second, the industry potential entrant threat analysis, dueLBSThe industry has a high market demand and a large space for development, attracting the attention of many potential entrants, such as Internet giants, telecom operators, automobile manufacturers, etc., these potential entrants have strong financial strength, technical capabilities, brand influence and other advantages, onLBSThe industry poses a greater threat;

Third, industry substitution threat analysis, dueLBSServices can be replaced by other types of services, such as traditional maps, manual navigation, offline consulting, etc. These alternatives have the advantages of lower cost, higher reliability, and stronger habituality.LBSthe industry poses a certain threat;

Fourth, the industry supplier bargaining power analysis, dueLBSThe industry relies on the supply of infrastructure such as satellite navigation systems and mobile communication networks, as well as the supply of technical services such as positioning chips and positioning software, which have strong bargaining power forLBSThe industry has formed a certain impact;

Fifth, the industry buyer bargaining power analysis, dueLBSThe industry is geared towards a broader and more diverse user base, with a high degree of sensitivity and selectivity toLBSThere are high requirements for the quality, price and function of the service, and the user has strong bargaining power.LBSThe industry has had some impact.

LBS industry segmentation product pattern analysis

LBS industry segmentation product pattern mainly includes the following categories: First, in-vehicle navigation and monitoring terminals, which are currently the most mature and stableLBSSegmented products are mainly used in the automotive industry to provide navigation, monitoring, entertainment and other functions. The market scale is large and the competition pattern is relatively concentrated. The main competitors are Gaud Map, Baidu Map, Tencent Map, etc.; the second is mobile smart terminals. This is currently the most active and diversifiedLBSSegmented products, mainly used for individual users, provide navigation, travel, social networking, entertainment and other functions, the market size is large, the competition pattern is more scattered, the main competitors are Didi Chuxing, Meituan Dianping, mobike, etc.;PND(portable navigation device), which is currently the most declining and singleLBSSegmented products, mainly used for individual users, provide navigation functions, the market size is small, the competition pattern is more concentrated, the main competitors are Gaud map, Baidu map, Tencent map, etc.;LBSSegmented products, mainly for special users, provide navigation functions, the market size is small, the competitive landscape is more fragmented, the main competitors are Huawei, ZTE, MediaTek and so on.

Application Scenario Pattern Analysis of LBS Industry

The application scenario pattern of LBS industry mainly includes the following categories:

The first is government positioning and social positioning services, which are currently the most important and meaningfulLBSApplication scenarios, mainly used in public safety, urban management, social governance, etc., provide emergency rescue, disaster prevention and mitigation, urban planning, traffic management and other functions, the market scale is large, the competition pattern is relatively concentrated, the main competitors are Gaud map, Baidu map, Tencent map, etc;

The second is urban smart services, which are currently the most potential and valuableLBSApplication scenarios, mainly used in urban construction, urban operation, urban services, etc., to provide smart transportation, smart parking, smart tourism, smart medical and other functions, the market size is large, the competition pattern is more scattered, the main competitors are Didi Chuxing, Meituan Dianping, Mobike and so on;

Three is the smart home service, which is the latest and most interestingLBSApplication scenarios, mainly used in family life, home security, home entertainment, etc., provide smart door locks, smart lights, smart speakers and other functions, the market size is small, the competition pattern is more scattered, the main competitors are Xiaomi, Alibaba, Jingdong, etc;

The fourth is intelligent Internet of Things service, which is currently the most innovative and specialLBSApplication scenarios, mainly used for item tracking, item management, item interaction, etc., to provide smart labels, smart locks, smart wear and other functions, the market size is small, the competitive landscape is more fragmented, the main competitors are Huawei, ZTE, MediaTek and so on.

3.LBSIndustry trends and opportunities forecast

The development trends and opportunities of LBS industry mainly include the following aspects:

The first is the continuous improvement and upgrading of the satellite navigation system. With the completion of the global network of China's Beidou satellite navigation system, China will have an independent global satellite navigation system.LBSThe industry will provide higher positioning accuracy and reliability, and will also promote the development of satellite navigation systems in other countries and regions, forming a diversified satellite navigation system forLBSIndustry offers more choices and possibilities;

The second is the diversification and integration of positioning technology. With the continuous innovation and development of positioning technology,LBSThe industry will no longer be limited to a single positioning technology, but will adopt the combination and integration of multiple positioning technologies to provide more optimized positioning services in different scenarios. At the same time, it will also use artificial intelligence and other technologies to realize the real-time processing and analysis of user location information, providing more intelligent and personalizedLBSservices;

Three isLBSWith the popularization and development of mobile Internet,LBSApplications will become increasingly popular and diverse, people onLBSThe demand for services will be further enhanced, while also having an impact onLBSThe quality, price, function and other aspects of the service have higher requirements, soLBSApplications will continue to improve their own level of intelligence and personalization, using big data analysis, cloud computing, artificial intelligence and other technologies to provide users with more in line with user needs and preferences.LBSservices;

Four isLBSDeep integration and cross-border innovation in the industry, withLBSThe industry continues to grow,LBSThe industry will further deepen and improve the integration of social resources, accelerate the development of smart cities, promote the intelligent development of transportation, and expand the scope of application, in the government positioning and social positioning, urban wisdom, smart home, smart Internet of things and other fields to play an important role. At the same time,LBSThe industry will also carry out cross-border innovation with other industries, such as in-depth cooperation with finance, education, medical care, tourism and other industries to develop more innovative and social valueLBSApplication.

4. Conclusion

In summary, this article fromLBSThe development status of the industry, market size, competitive landscape, market segments, application scenarios and other aspects of the analysis, and2023YearLBSIndustry trends and opportunities are forecasted. This paper argues that,LBSIn the future, the industry will further deepen and improve the integration of social resources, accelerate the development of smart cities, promote the intelligent development of transportation, and expand the scope of application, in the government positioning and social positioning, urban wisdom, smart home, smart Internet of things and other fields to play an important role. At the same time,LBSThe industry is also facing challenges in technological innovation, data security, and user experience, and needs to continuously improve its core competitiveness.