支持 GNSS 的消费类设备市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在预测期间 (2022-2027)，支持 GNSS 的消费设备市场预计将以 4.9% 的复合年增长率增长。

随着具有导航定位功能的消费电子产品越来越多，对GNSS的需求将相当可观。 例如，思科报告称，到 2022 年，北美和亚太地区使用的可穿戴设备将占全球可穿戴 5G 连接数的 70% 左右。 据思科称，到 2021 年，亚太地区将有 2.582 亿台联网的可穿戴设备。 预计在预测期内，消费电子产品的这种需求增长仍将是 GNSS 芯片的最大消费者。

由于 IoT（物联网）应用的扩展和使用位置信息的可穿戴设备的增加，对 GNSS 接收器 LSI 的需求正在增加。 由于物联网和可穿戴设备在恶劣和不稳定的环境中使用，因此需要确保准确定位和高度可靠的通信。 此外，由于设备尺寸限制，电池需要更小，但在使用GNSS功能时接收卫星信号和定位会消耗大量电量，从而缩短电池寿命。 因此，公司正在开发和发布扩展可穿戴终端功能的新产品。

此外，新一代安卓智能手机搭载了支持双频多站数据的高性能GNSS芯片。 此外，从 Android 版本 9 开始，可以禁用省电选项（占空比），从而获得更高质量的伪距和载波相位原始数据。 PPP（精确点定位）算法的应用也备受关注。 本研究旨在评估小米首款采用 Broadcom BCM47755 的双频 GNSS 智能手机的 PPP 性能。 将小米获得的性能与单频智能手机三星S8进行比较，凸显了双频数据采集的优势。 小米实现的垂直和水平精度分别为 0.51 米和 6 米，而三星实现的精度为 5.64 米，水平和垂直 15 米。

工业资产跟踪应用中使用的小型工业资产跟踪设备检查包裹、箱子、防滚架、牲畜，并管理庞大供应链中大量支持 GPS 的资产标籤，专为 只有当维护工作（主要集中在保持跟踪器供电）保持在最低限度时，这些才可能在繁重的应用中变得可行。 使用一系列基于硬件和固件的调整来优化跟踪性能与功耗的比率，可以显着延长电池寿命。 然而，在低功耗资产跟踪和相关应用中实现雄心勃勃的功耗目标具有挑战性。 有多种方法可以将 GNSS 接收器集成到终端产品中，其中一些方法具有高能效。

2022 年 2 月，总部位于科罗拉多州的 Dronee 宣布了一项开源资产，旨在将 GNSS 支持与远程、低功率 LoRa 无线电上行链路相结合，一次充电可跟踪长达一年。它宣布它是准备发射跟踪装置“Loko”。 该设备的电池寿命长，内部电池一次充电可运行 30 天以上到一年，具体取决于发送位置的频率。

COVID-19 的出现扩大了 GNSS 芯片的使用范围。 例如，COVID-19 增加了准确运输和跟踪供应链中资产的需求。 GNSS 的一个很好的用途是隔离监控和执法，它用于通过称为地理围栏的过程为那些自我隔离的人设置虚拟边界。 位置信息通常是从智能手机和其他支持设备收集的，用于在违反自我隔离时通知地方当局。

支持 GNSS 的消费类设备的市场趋势

智能手机有望推动市场增长

在欧盟 28 国、北美和中国等成熟市场，儘管智能手机已经饱和，但智能手机的出货量继续超过配备 GNSS 芯片的设备。 智能手机配备 GNSS 芯片已经有一段时间了。 在许多情况下，这些芯片支持所有常见的卫星网络，例如 GPS、GLONASS 和 Galileo。 但是，与专用导航设备相比，存在精度低的问题。

另外，由于智能手机硬件市场在一定程度上的垄断，GNSS芯片的覆盖范围一直受到限制。 高通硬件往往没有博通的GNSS芯片，反之亦然，因为博通是竞争对手，高通硬件往往没有博通的GNSS芯片。 然而，近年来，这种情况正在发生变化。 此外，欧盟委员会还批准了一项法规，要求进入市场的新智能手机配备卫星和 Wi-Fi 定位服务。 根据该规定，具有全球定位系统 (GNSS) 功能的芯片组将能够访问欧盟的伽利略卫星系统，该系统可提供精确的位置和时间信息。 八个欧盟国家遵守此规定并使用支持 Galileo 的芯片组。

根据欧洲 GNSS 机构的数据，超过 95% 的卫星导航芯片组供应市场都支持 Galileo 的新产品，包括 Broadcom、Qualcomm 和 MediaTek 等智能手机芯片组製造商。 随着领先的 GNSS 芯片组供应商製造 Galileo 芯片组和全球智能手机品牌已经将这些芯片组整合到他们最新的智能手机型号中，预计市场将在预测期内看到进一步的增长机会。

此外，据 Google 称，城市地区的行人每天通过智能手机进行超过 10 亿次更正，误认为他们走错了街道或街区。 2021 年，Broadcom 将通过将 Broadcom 的双频 GNSS BCM47765 芯片与新的 Android 服务相结合来提供精确的步行导航，该服务通过使用其 3D 建筑模型的复杂 GNSS 反射射线建模来提供 GNSS 辅助。我们宣布了一个显着改进的新解决方案。

自 Android 7.0 发布以来，您可以访问由 Android 智能手机跟踪的原始 GNSS 测量值。 这些 GNSS 观测可以使用专门的内部开发算法和校正数据直接估计用户的位置。 智能手机具有简单、经济高效的 GNSS 芯片和天线，可提供困难且质量差的读数。 此外，大多数智能手机都提供一种频率的 GNSS 测量。

精密单点定位 (PPP) 是全球定位系统 (GNSS) 数据最有前途的处理技术之一。 该技术的特点是使用高度准确的卫星产品（轨道、时钟、偏差）并应用先进的算法来估计用户的位置。 与相对定位方案相比，PPP 不依赖于附近的参考站或区域参考网络。 此外，PPP 非常灵活，考虑到智能手机（单频）GNSS 测量的挑战性，这也是一个优势。

亚太地区市场有望实现高速增长

2021 年 3 月，中国公布了“十四五”规划。 该规划涉及未来五年发展的方方面面，提出了中国2035年的愿景。 “十四五”规划重点研发创新，对我国GNSS产业影响巨大。 “深化北斗系统推广利用，推动产业高质量发展”被作为国家重要战略工程提出，并作为规划的政策导向。 这一战略有望推动GNSS产业研发，推动北斗产业应用，加快关键核心技术进步。

中国GNSS与LBS协会（GLAC）于2021年5月18日在北京发布了《中国卫星导航与位置服务产业发展白皮书（2021年）》，对2020年GNSS产业发展进行了总结. 白皮书显示，2020年我国卫星导航与位置服务业务总产值达到4033亿元人民币（约合627.5亿美元），较2019年增长16.9%。

该地区的公司正在为现有产品添加新功能或开发新产品以满足广泛的客户需求。 例如，2022 年 4 月，ComNavTechnology 向全球市场推出了 P300 系列 GNSS 平板电脑。 高精度GNSS车载安卓三防平板基于K8平台，为精准农业、自动驾驶、机器控制等行业提供极致的性能和易用性。 搭载新一代K8 OEM模组，P300系列GNSS平板可追踪所有当前及计划中的星座（GPS、北斗、北斗全球、格洛纳斯、伽利略、QZSS等），精度达到厘米级。 P300 系列 GNSS 平板电脑采用先进的 QUANTUMTM III 技术以及升级的 SinoGNSSASIC 芯片和先进的微处理器单元，在日常现场使用中提供更好的定向和定位性能。

此外，2021年12月，联发科宣布接受并认可OPPO、vivo、小米、荣耀等全球领先智能手机品牌下一代旗舰智能手机的5G智能手机芯片“天玑9000”。 首款搭载天玑9000的旗舰智能手机预计将于2022年第一季度上市。 该处理器支持最新的 Wi-Fi、蓝牙和 GNSS 标准，让智能手机用户体验无缝通信。

自从引入信息通信技术和移动电话技术以来，各国都非常依赖基于 PVT 的应用程序。 目前世界上有四种 GNSS 系统可用。 目前有四种 GNSS：美国的 GPS、俄罗斯的 GLONASS、欧盟的 Galileo 和中国的北斗。 还有两个区域卫星定位系统，印度的 NavIC 和日本的 QZSS，每个系统都在规定的覆盖区域内提供导航信号。

支持 GNSS 的消费类设备市场的竞争对手分析

支持 GNSS 的消费类设备市场较为集中。 市场参与者倾向于投资于新的和先进的产品创新，以满足各行各业的需求。 此外，市场参与者正在采取合作、併购等战略活动来扩大其影响力。 市场的最新发展包括：

2022 年 3 月 - Trimble 和 Qualcomm Technologies, Inc. 宣布为 Snapdragon 8 Gen 1 和 Snapdragon 888 移动平台提供 Trimble RTX GNSS 技术。 这项技术将为全球高端 Android 智能手机带来卓越的定位功能。 Trimble RTX GNSS 技术与 Snapdragon 的校正服务平台的集成有助于提供更高质量和更准确的基于位置的用户体验，例如具有车道级导航的汽车导航。

2021 年 8 月 - 三星电子宣布推出一款适用于可穿戴设备的新型处理器 ExynosW920。 新处理器集成了 LTE 调製解调器，并基于先进的 5 纳米 (nm) 极紫外工艺节点构建，可提供下一代可穿戴设备所需的强大而高效的性能。 ExynosW920 具有内置 GNSS L1 接收器（GPS、GLONASS、北斗、伽利略），可在户外活动期间跟踪速度、距离和海拔。 它还具有 4G LTE Cat.4 调製解调器。 它还有 4 个调製解调器。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 行业利益相关者分析
• 行业吸引力——五力分析分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场动态

• 市场驱动力
  • 可穿戴设备和跟踪设备正在推动 GNSS 市场的发展，而智能手机的出货量正在走向成熟。
• 市场挑战
  • 围绕功耗的复杂性
• 市场机会
  • 支持 GNSS 的消费设备的新应用（增强现实、机器人技术、移动医疗、地理营销和广告、欺诈管理和计费、安全和紧急情况等）
• COVID-19 对市场的影响

第 6 章市场细分

• 按设备类型
  • 智能手机
  • 平板电脑和可穿戴设备
  • 个人追踪
  • 低功耗资产追踪器
  • 其他设备类型
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第7章竞争格局

• 公司简介
  • Apple Inc.
  • Garmin Ltd
  • Fitbit（Google）
  • Samsung
  • Huami Corporation
  • Fossil Group Inc.
  • Samsung Electronics Co. Ltd
  • Huawei Technologies Co. Ltd
  • Xiaomi

第8章 投资分析

第9章 市场将来性

The GNSS-Enabled Consumer Device Market is expected to register a CAGR of 4.9% during the forecast period (2022-2027). The increasing volume of consumer electronics equipped with navigation and positioning features is expected to create a considerable demand for GNSS. For instance, Cisco reported that Wearables used in North America and the Asia Pacific are together forecast to account for around 70% of the wearable 5G connections worldwide in 2022. According to Cisco, in 2021, 258.2 million connected wearable devices are expected to get a connection in the Asia-Pacific region. Over the forecast period, such growth in demand for consumer electronics is expected to retain it as the largest consumer of GNSS chips.

* Escalating the Internet of Things (IoT) usage and wearable devices that use location information has increased the demand for GNSS receiver LSIs. Precise positioning and reliable communications must be ensured for the proper operation of IoT and wearable devices, which are used even in challenging communication environments and unstable conditions. Further, device size constraints necessitate a compact battery, whereas satellite signal reception and positioning when using GNSS functionality consume a lot of power, resulting in poor battery life. Therefore, various technology companies are developing and launching new products that augment the capabilities of wearable devices.

* Further, the new generation of Android smartphones is equipped with high-performance Global Navigation Satellite System (GNSS) chips capable of tracking dual-frequency multi-constellation data. Moreover, starting from Android version 9, users can disable the duty cycle power saving option; thus, better quality pseudo-range and carrier phase raw data are available. Also, applying the Precise Point Positioning (PPP) algorithm has become more interesting. This work aims to assess the PPP performance of the first dual-frequency GNSS smartphone produced by Xiaomi equipped with a Broadcom BCM47755. The advantage of acquiring dual-frequency data is highlighted by comparing the performance obtained by Xiaomi with that of a single-frequency smartphone, the Samsung S8. The vertical and horizontal accuracy achieved by Xiaomi is 0.51 m and 6 m, respectively, while those achieved by Samsung are 5.64 m for 15 m for horizontal and vertical.

* Small industrial asset trackers used in industrial asset tracking applications are designed for managing a large fleet of GPS-enabled asset tags to keep checks on parcels, boxes, roll cages, livestock, and across vast supply chains. These may only become viable in heavy applications if maintenance efforts, primarily focused on keeping trackers powered up, are kept to a minimum. The battery longevity can be extended considerably by using a series of hardware and firmware-based tweaks to optimize the proportion between tracking performance and power consumption. But meeting ambitious power consumption targets in low-power asset tracking and related applications can be challenging. There are many ways to integrate GNSS receivers into an end-product, some of which are more power-efficient than others.

* In February 2022, Colorado-based Dronee announced that it is preparing to launch an open-source asset tracker, Loko, designed to combine GNSS support with a long-range low-power LoRa radio uplink, with up to a year of tracking per charge. A USP of the device is a long battery life, which can work for over 30 days to a year per charge of its internal battery, depending on how frequently it transmits its position.

* Multiple new applications sprang up due to COVID-19, increasing the usage of GNSS chips. For instance, COVID-19 has increased the need for supply-chain assets to be transported and tracked with precision. The effective use of GNSS has been for quarantine monitoring and enforcement, where it is used to set up a virtual perimeter for those who are in self-quarantine through a process known as geofencing. In general, the location data is gathered from a smartphone or other supporting device and is utilized to inform local authorities when the self-quarantine is breached.

GNSS-Enabled Consumer Device Market Trends

The Smartphones Segment is Expected to Considerably Drive the Market's Growth

* Despite considerable saturation of mature markets, such as EU28, North America, and China, for smartphones, the shipments of smartphones still outnumber devices using GNSS chips. Smartphones have been using GNSS chips for a considerable time. In most cases, these chips support all publicly available satellite networks, such as GPS, GLONASS, Galileo, etc. However, when compared to dedicated navigation devices, these solutions were less accurate.

* Additionally, a degree of monopoly in the smartphone hardware market limited the scope for GNSS chip installations. Qualcomm hardware usually does not include Broadcom GNSS chips and vice versa, as they are prime competitors. But in recent years, this scenario has been changing. Moreover, the European Commission has approved a regulation mandating that new smartphones launched in the market will have to include satellite and Wi-fi location services. According to the regulation, chipsets enabled with the Global Navigation Satellite System (GNSS) capabilities will likely have access to the EU's satellite system Galileo, which provides accurate positioning and timing information. Eight EU countries have been following this regulation and are using Galileo-compatible chipsets.

* According to the European GNSS Agency, over 95% of the satellite navigation chipset supply market supports Galileo in new products, including various manufacturers of smartphone chipsets like Broadcom, Qualcomm, and Mediatek. With leading GNSS chipset providers producing Galileoreadychipsets and global smartphone brands already integrating these chipsets in their latest smartphone models, the market is expected to have further growth opportunities in the forecasted period.

* Further, according to Google, more than 1 billion fixes per day from pedestrians' smartphones in cities are on the wrong side of the street or the wrong city block. In 2021, Broadcom launched a new solution that significantly improves accurate walking navigation by combining the Broadcom dual-frequency GNSS BCM47765 chip and a new Android service that provides GNSS assistance through complex GNSS reflection ray modeling using their 3D building models.

* Since the release of Android 7.0, raw GNSS measurements tracked by smartphones operating with Android can be accessed. These GNSS observations can be used directly to estimate the user position with specialized self-developed algorithms and correction data. Since smartphones are equipped with simple, cost-effective GNSS chips and antennas, so they provide challenging, low-quality measurements. Furthermore, most smartphones offer GNSS measurements on just one frequency.

* Precise Point Positioning (PPP) is one of the most promising processing techniques for Global Navigation Satellite System (GNSS) data. The technique is characterized by using precise satellite products (orbits, clocks, and biases) and applying sophisticated algorithms to estimate the user's position. In contrast to relative positioning methods, PPP does not rely on nearby reference stations or a regional reference network. Furthermore, PPP is very flexible, which is another advantage considering smartphones' challenging nature of (single frequency) GNSS measurements.

The Asia-Pacific Region is Expected to Witness a High Market Growth

* In March 2021, China rolled out its 14th five-year plan; it is a plan touching on all aspects of development over the next five years and presenting China's 2035 vision. The 14th Five-Year Plan's persistent emphasis on R&D and innovation substantially impacts China's GNSS industry. "Deepen the promotion and use of BeiDousystems; Promote the industry's high-quality growth" is advocated as a policy guideline in the plan as an important national strategic project. The strategy is expected to signify a boost in GNSS industry research and development, the promotion of BeiDou'sindustrial application, and the acceleration of important core technology advancements.

* The GNSS & LBS Association of China (GLAC) presented a White Paper on the Development of China's Satellite Navigation and Location Services Industry (2021) on May 18, 2021, in Beijing, summarising the GNSS industry's development in 2020. According to the White Paper, the overall output value of China's satellite navigation and location services business reached CNY 403.3 billion (about USD 62.75 billion) in 2020, up 16.9% from 2019.

* The firms in the region are incorporating new features in the existing products or developing new products to meet the wide needs of the customer. For instance, in April 2022, The P300 Series GNSS Tablet was offered to the global market by ComNavTechnology. The high-precision GNSS in-cab Android rugged tablet, based on the K8 platform, delivers extreme, industry-leading performance and ease of use to precision agriculture, autonomous driving, machine control, and other industries. The P300 series GNSS tablet, which is equipped with a new generation K8 OEM module, can track all current and planned constellations (including GPS, BeiDou, BeiDouGlobal, GLONASS, Galileo, and QZSS) and achieve centimeter-level precision. The P300 series GNSS tablet uses advanced QUANTUMTM III technology in conjunction with an upgraded SinoGNSSASIC chip and advanced Microprocessor unit to provide improved heading and positioning performance for everyday field use.

* Furthermore, in December 2021, MediaTek announced device maker acceptance and endorsements from some of the world's leading smartphone brands, including OPPO, Vivo, Xiaomi, and Honor, for its Dimensity9000 5G smartphone chip for next-generation flagship smartphones. The first flagship smartphones powered by the Dimensity9000 will hit the market in the first quarter of 2022. Because the processor supports the newest Wi-Fi, Bluetooth, and GNSS standards, smartphone users can experience seamless communication.

* Since introducing information and mobile phone technologies, various countries have relied heavily on PVT-based applications. Currently, four GNSS systems are available worldwide: GPS from the United States, GLONASS from Russia, Galileo from the European Union, and BeiDoufrom China. Also, NavICfrom India and QZSS from Japan are two regional navigation satellite systems that provide navigation signals for the stated coverage area.

GNSS-Enabled Consumer Device Market Competitor Analysis

The GNSS-enabled Consumer Device market is moderately consolidated. The market players tend to invest in innovating new and advanced product offerings to cater to the needs of various industries. Moreover, the market players adopt strategic activities like partnerships, mergers, and acquisitions to expand their presence. Some of the recent developments in the market are:

* March 2022 - Trimble and Qualcomm Technologies, Inc. announced the availability of Trimble RTX GNSS technology for Snapdragon 8 Gen 1 and Snapdragon 888 Mobile Platforms. This technology facilitates superior location capabilities in premium Android smartphones worldwide. The integration of Trimble RTX GNSS technology, a correction services platform with Snapdragon, contributes to higher quality, more accurate location-based user experiences like car navigation with lane-level guidance.

* August 2021 - Samsung Electronics introduced a new processor for wearables, the ExynosW920. The new processor integrates an LTE modem and is built with an advanced 5-nanometer (nm) extreme ultraviolet process node, offering powerful and efficient performance demanded by next-generation wearable devices. The ExynosW920 is embedded with a GNSS L1 receiver (GPS, GLONASS, Beidou, Galileo) for tracking speed, distance, and elevation during outdoor activities. It also has a 4G LTE Cat. 4 modem.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definitions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

• 4.1 Market Overview
• 4.2 Industry Stakeholder Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Wearables and tracking devices are boosting the GNSS market, whilst smartphone shipments are maturing
• 5.2 Market Challenges
  • 5.2.1 Complexity regarding power consumption
• 5.3 Market Opportunities
  • 5.3.1 Emerging Applications of GNSS enabled consumer devices (Augmented Reality, Robotics, mHealth, Geo marketing and advertising, Fraud management and billing, Safety and emergency etc)
• 5.4 Impact of COVID-19 on the market

6 MARKET SEGMENTATION

• 6.1 By Device Type
  • 6.1.1 Smartphones
  • 6.1.2 Tablets & Wearables
  • 6.1.3 Personal Tracking Devices
  • 6.1.4 Low-Power Asset Trackers
  • 6.1.5 Other Device Types
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
  • 6.2.4 Latin America
  • 6.2.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Apple Inc.
  • 7.1.2 Garmin Ltd
  • 7.1.3 Fitbit (Google)
  • 7.1.4 Samsung
  • 7.1.5 Huami Corporation
  • 7.1.6 Fossil Group Inc.
  • 7.1.7 Samsung Electronics Co. Ltd
  • 7.1.8 Huawei Technologies Co. Ltd
  • 7.1.9 Xiaomi

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET