Satellite navigation and location service is a technology that uses satellite signals to provide information on any location and time on the earth, and is an important support for the digital economy and new infrastructure. With the completion of the global networking of China's Beidou system, China's satellite navigation and location service industry has ushered in new development opportunities and challenges. Shangpu Consulting analyzes the development status, market scale, application field and competition pattern of China's satellite navigation and location service industry, and puts forward the views and suggestions of Shangpu Consulting Group.

1. industry development status

According to data from the Champ Consulting Group,2022The overall output value of China's satellite navigation and location service industry reached5007RMB 100 million, compared2021Annual growth6.76%. Among them, the core output value of the industry, including chips, devices, algorithms, software, navigation data, terminal equipment, infrastructure, etc. directly related to the research and development and application of satellite navigation technology, increased year-on-year5.05%, reach1527RMB 100 million, accounting for a proportion of the total output value.30.50%. Year-on-year growth in associated output value driven by satellite navigation applications and services7.54%, reach3480RMB 100 million, accounting for a proportion of the total output value.69.50%。

At present, the total number of enterprises and institutions in the field of satellite navigation and location services in China remains14000The number of employees exceeds50Ten thousand. As2022At the end of the year, the total number of industry-related enterprises (including the New Third Board) listed in China was92The output value of listed companies related to satellite navigation and location services accounts for about the total output value of the country.9.02%Left and right.

In 2022, the overall scale of Beidou application is still steadily improving, the promotion mechanism has been further improved, the infrastructure has been more perfect, the standardization construction has made new progress, the testing and certification system has been strengthened day by day, and the key areas are also making continuous efforts. International cooperation has achieved steady development. The large-scale application of Beidou is opening a new chapter in the development of marketization, industrialization and internationalization.

2. Market Size Analysis

The overall domestic satellite navigation and location services market is stable in 2022,2022The total sales volume of domestic satellite navigation and positioning terminal products in3.76billion units/sets, of which smartphone shipments with satellite navigation and positioning capabilities reached2.64100 million units, the car navigator market terminal sales exceeded.120010,000 units, including the Internet of Things, wearable, vehicle, high-precision and other types of positioning terminal equipment sales of more1billion units/Set.

in the professional application market,2022Year, National31The cumulative promotion and application of various types of Beidou terminals in provinces, autonomous regions and municipalities directly under the Central Government has exceeded2000Ten thousand units/Set. Transportation, public security, agriculture and other industries have initially realized the large-scale application of Beidou, and are accelerating the large-scale application of Beidou in the fields of communication timing, meteorological monitoring, emergency disaster reduction, and urban management. Among them, the transportation field has been in the road operating vehicles, postal express vehicles, inland vessels and ocean-going vessels, water navigation facilities, general aircraft and other aspects of the cumulative promotion and application of various types of Beidou terminal more810Ten thousand units/The field of mobile communications has been nearly330Ten thousand seats4Gand5GBase station application Beidou timing; agricultural field has been in the agricultural machinery automatic driving, agricultural machinery remote monitoring, fishing boats and other aspects of the cumulative promotion and application of various types of Beidou terminal near.160Ten thousand units/Set.

In the mass application market,2022The Beidou system is further integrated into the daily life of the people, making the public more“Feeling”It has formed more application scenarios and effectively expanded the application scale of Beidou mass market. Baidu Map and Gaud Map have announced the official switch to Beidou priority positioning, Beidou positioning service average daily usage has exceeded.3600Billions of times. From2021Year3Since the official release of the Beidou testing and certification system in January, it has beenOPPO、VivoNearly 20 smart phones from companies such as Apple, Xiaomi and Glory and a number of smart two-wheelers from companies such as Hello and Meituan have issued Beidou certification certificates, paving the way for Beidou applications to fully enter the mass market. At the same time, Beidou is becoming the standard configuration of smart phones.

According to data from the Champ Consulting Group,2022Domestic smartphone shipments reached2.64Billions, of which2.6100 million mobile phones support Beidou function, accounting for up98.5%. At present, most of the domestic mobile phones involved in map services, navigation and shoppingAPPThe vast majority of them already support Beidou applications. The world's first mobile phone supporting Beidou 3 regional short message communication service has been officially released. Users can send short messages through Beidou satellite without changing cards, numbers and peripherals.

Total investment and financing projects in the field of intelligent connected vehicles in 2022200The remaining items, with a total financing amount of nearly 100 billion yuan. In addition, smart wearable devices with positioning, monitoring and other functions have been developed by leaps and bounds in smart pension and other aspects, and new application scenarios such as smart sports have been developed.2022China's wearable market (including smart wearable devices with positioning, monitoring and other functions) shipments of approximately1.2billion, which hasGNSSover the positioning function3500Ten thousand units.

In 2022, the Beidou special application market will maintain steady growth. In the field of disaster prevention and mitigation, as2022Year6month,“Beidou + security intelligent monitoring and early warning cloud platform”already in the country20Transportation, water conservancy, geological disasters, housing construction, emergency response, energy, mining, environment and other industries or fields in each province (autonomous region, municipality)600Successful application on multiple structures with monitoring points8000Multiple, finished.600safety warning.2022In 2010, the public security industry has been promoting and applying all kinds of Beidou terminals in information collection, mobile policing, communication support and command and dispatch.450Ten thousand units/In the fields of forest and grassland fire prevention, forestry inspection, forest law enforcement, pest investigation, hydrological monitoring, etc., various types of Beidou terminals have been cumulatively promoted.11Ten thousand units/Set.

3. application field analysis

Satellite navigation and location service technology has a wide range of application prospects, which can provide efficient, accurate and safe space-time information services for various industries and fields.2022The application fields of China's satellite navigation and location service industry mainly include the following aspects:

（1) Transportation. The application of satellite navigation and location service technology in the field of transportation mainly includes road transportation, railway transportation, water transportation and air transportation. Satellite navigation and location service technology can provide positioning navigation, vehicle management, road condition information, traffic planning, intelligent driving and other services for transportation, and improve the efficiency and safety of transportation.2022The cumulative promotion and application of various types of Beidou terminals in the field of transportation in China exceeded810Ten thousand units/set, of which the road transport sector to promote the application of more500Ten thousand units/Set, water transportation field to promote the application of more.200Ten thousand units/Set, air transport field to promote the application of more.10Ten thousand units/Set.

（2) Public Safety. The application of satellite navigation and location service technology in the field of public security mainly includes public security, fire protection, customs, border defense and so on. Satellite navigation and location service technology can provide personnel positioning, vehicle management, command and dispatch, information collection and other services for public safety, and improve the efficiency and level of public safety.2022The cumulative promotion and application of various types of Beidou terminals in the field of public security in China exceeded450Ten thousand units/set, of which the public security department to promote the application of more.400Ten thousand units/Set, fire department to promote the application of more.30Ten thousand units/Set.

（3) Agriculture, forestry, animal husbandry and fishing. The application of satellite navigation and location service technology in the field of agriculture, forestry, animal husbandry and fishery mainly includes automatic driving of agricultural machinery, remote monitoring of agricultural machinery, fishing vessel management, forestry inspection and so on. Satellite navigation and location service technology can provide precision agriculture, intelligent fishery, intelligent forestry and other services for agriculture, forestry, animal husbandry and fishery, and improve the production efficiency and quality of agriculture, forestry, animal husbandry and fishery.2022China's agriculture, forestry, animal husbandry and fishery in the field of cumulative promotion and application of various types of Beidou terminal near160Ten thousand units/set, of which the agricultural sector to promote the application of more.100Ten thousand units/Set, fishery field promotion and application more.40Ten thousand units/set, the forestry field to promote the application of more10Ten thousand units/Set.

（41) Communication timing. The application of satellite navigation and location service technology in the field of communication time service mainly includes mobile communication, power communication, radio and television, etc. Satellite navigation and location service technology can provide high-precision time synchronization and frequency calibration services for communication timing, and ensure the stable operation and efficient transmission of communication networks. According to data from the Champ Consulting Group,2022In the field of mobile communications in China has been nearly330Ten thousand seats4Gand5GBase station application Beidou timing, accounting for up90%Above.

（51) Meteorological monitoring. The application of satellite navigation and location service technology in the field of meteorological monitoring mainly includes meteorological radar, meteorological satellite, meteorological sounding and so on. Satellite navigation and location service technology can provide high-precision location and time information for meteorological monitoring, and improve the accuracy and real-time of meteorological observation.2022The field of meteorological monitoring in China has been nearly3000Taiwan/The Beidou system is applied to the set of equipment, of which the proportion of weather radar applications of the Beidou system is up.100%。

（61) Emergency disaster reduction. The application of satellite navigation and location service technology in the field of emergency disaster reduction mainly includes earthquake monitoring, geological disaster warning, hydrological monitoring, forest and grassland fire prevention, etc. Satellite navigation and location service technology can provide disaster monitoring, early warning release, rescue command and other services for emergency disaster reduction, and improve the ability and efficiency of emergency disaster reduction.2022In the field of emergency disaster reduction in China has been nearly2000Taiwan/The Beidou system is applied to the set of equipment, of which the proportion of seismic monitoring equipment using the Beidou system is up.95%。

（7) City management. The application of satellite navigation and location service technology in the field of urban management mainly includes urban planning, urban transportation, urban environment and so on. Satellite navigation and location service technology can provide urban positioning, urban navigation, urban monitoring and other services for urban management, and improve the intelligence and convenience of urban management.2022In the field of urban management in China has been nearly1000Ten thousand units/The Beidou system is applied to all sets of equipment, of which the proportion of urban transportation equipment using the Beidou system is up80%。

（8) in other areas. In addition to the above-mentioned main areas, satellite navigation and location service technology has also been widely used in many industries and fields such as electric power, petroleum, coal, mining, water conservancy, environmental protection, tourism, sports, etc., providing efficient, accurate and safe space-time information services for all walks of life.

4. Competitive Landscape Analysis

The satellite navigation and location service industry involves many links and levels, including satellite system construction and operation, chip device manufacturing, terminal equipment production, infrastructure construction, application service provision, etc. In these links and levels, there are different competition subjects and competition patterns, forming a complex and diverse competition pattern.

（1) Satellite system construction and operation. The construction and operation of satellite system is the core link of satellite navigation and location service industry, and it is also the most competitive link. At present, there are four mature satellite navigation systems in the world, which are the United States.GPS, of RussiaGLONASSGalileo of the European Union and Beidou of China. In addition, there are some regional or enhanced satellite navigation systems, such as India'sIRNSS, of JapanQZSS, of EuropeEGNOSWait. There is a relationship of cooperation and competition between various satellite navigation systems. On the one hand, the complementarity and optimization of technologies and services are realized through compatibility, interoperability, co-construction and sharing, etc., on the other hand, by improving system performance, expanding service scope, and increasing service functions, etc. Ways to achieve differentiation and leadership in technology and services. As the latest satellite navigation system in the world, China's Beidou system has unique advantages such as global coverage, high-precision positioning and short message communication, and has strong competitiveness in the domestic and foreign markets.

（2) Chip device manufacturing. Chip device manufacturing is the basic link of satellite navigation and location service industry, and it is also the most active link in competition. At present, there are many chip device manufacturers in the world, mainly concentrated in the United States, Europe, Japan and other developed countries and regions, such as Qualcomm, Intel, Broadcom, ST, Murata and so on. Through continuous innovation and optimization, these chip device manufacturers provide a variety of types and specifications of chip device products to meet the needs of different end devices and application scenarios. After years of development, China's chip device manufacturing industry has formed a certain scale and level, such as CLIC Microelectronics, Beidou Tianhui, Ziguang Zhanrui and so on. Through independent research and development and cooperative development, these chip device manufacturers provide chip device products that support the Beidou system and other satellite navigation systems, and have a certain degree of competitiveness in the domestic and foreign markets.

（32) Production of terminal equipment. The production of terminal equipment is an important part of the satellite navigation and location service industry, and it is also the most diversified part of competition. At present, there are many terminal equipment manufacturers in the world, covering smart phones, car navigators, handheld navigators, high-precision receivers and other terminal equipment products, such as Apple, Samsung, Huawei, Xiaomi, DJI, etc. Through continuous improvement and innovation, these terminal equipment manufacturers have provided terminal equipment products with rich functions, excellent performance and good experience to meet the needs of different users and consumers. After years of development, China's terminal equipment production industry has formed a strong scale and strength, with a high market share in smart phones, car navigators and other fields, strong technical advantages in high-precision receivers, drones and other fields, and strong competitiveness in domestic and foreign markets.

（4) Infrastructure construction. Infrastructure construction is the support link of satellite navigation and location service industry, and it is also the most cooperative link of competition. At present, there are a number of infrastructure builders around the world, mainly providing infrastructure products and services such as satellite navigation enhancement systems, satellite navigation monitoring systems, satellite navigation ground stations, such as Thales, Novitel, CLC Communications, and so on. Through continuous improvement and optimization, these infrastructure builders provide infrastructure networks covering the world or some regions, providing reliable guarantee and support for satellite navigation and location services. After years of development, China's infrastructure construction industry has formed a relatively perfect system and level, such as Beidou enhancement system, Beidou monitoring system, Beidou ground station and so on. Through independent construction and cooperative construction, these infrastructure builders provide infrastructure networks covering the world or some regions, and have strong competitiveness in the domestic and foreign markets.

（5) Application service provision. Application service provision is the application link of satellite navigation and location service industry, and it is also the most open link of competition. At present, there are numerous application service providers in the world, covering transportation, public safety, agriculture, forestry, animal husbandry and fishery, communication time service, meteorological monitoring, emergency disaster reduction, urban management and other fields, such as Baidu map, Gaode map, Didi Chuxing, Meituan takeout, Aliyun, Tencent cloud, etc. Through continuous innovation and expansion, these application service providers provide diversified, personalized and intelligent application service products and solutions, bringing convenience and value to all walks of life and the majority of users. After years of development, China's application service provider industry has formed a relatively rich and mature market and ecology. There are a number of excellent application service providers in various fields, and they have strong competitiveness in the domestic and foreign markets.

Views and Suggestions of 5. Champ Consulting Group

Champu Consulting Group believes that China's satellite navigation and location services industry in2022It has achieved remarkable development results and demonstrated a good development trend. With the completion of the global networking of the Beidou system, China's satellite navigation and location service industry has ushered in new development opportunities and challenges. In this context, the Champ Consulting Group put forward the following views and recommendations:

（1) Strengthen the top-level design and planning of the satellite navigation and location service industry, formulate relevant policies, regulations and standards, and promote the standardization and standardization of the industry.

（2) Increase investment in technological innovation and research and development in the satellite navigation and location service industry, break through key core technologies and equipment, and improve the industry's independent innovation capability and core competitiveness.

（3) Accelerate the industrialization and marketization of the satellite navigation and location service industry, and expand domestic and foreign market demand and application scenarios.