查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1433525

全球导航卫星系统（GNSS）晶片全球市场：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Global Navigation Satellite System Chip - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 180 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

出货收益，全球全球导航卫星系统（GNSS）晶片市场规模预计到 2024 年为 79.2 亿美元，到 2029 年将达到 104.1 亿美元，在预测期内不断增长（2024 年预计将以2029年至2029年复合年增长率为5.62%。

全球导航卫星系统晶片市场

COVID-19 大流行的爆发严重扰乱了 2020 年初的半导体供应链和生产。对于几家晶片製造商来说，影响更为严重。由于人手不足，亚太地区许多封装测试工厂已减少或关闭营运。这也造成了依赖半导体的最终产品公司瓶颈。

全球导航卫星系统（GNSS）基本上是指从太空提供讯号并向 GNSS接收器传输定位和资料定时的卫星卫星群。接收器使用这些资料并结合多个感测器来确定位置、速度和高度等各种因素。

此类晶片的精度和准确度主要取决于可见范围内的卫星。因此，多个国家渴望部署区域卫星群以实现更好的导航和测绘。然而，只有中国、俄罗斯、美国、印度、日本和欧盟（EU）五个国家引入了GNSS系统。

GNSS 使用者期望近乎即时的位置共用速度。这对于标准定位来说通常是不可能的，因为它需要识别至少四颗卫星并接收其完整资料。在讯号条件不利或环境恶劣的情况下，资料传输和接收可能需要几分钟、几小时甚至失败。然而，将 GNSS接收器资料与行动网路单元的资讯整合可以提高效能，并使物联网产业的许多应用受益。

2021 年 1 月，U-Blox 推出了 ALEX-R5 模组，在系统级封装中整合了低功耗广域 (LPWA) 蜂窝通讯和 GNSS 技术。这两个关键要素是该公司具有安全云端功能的 UBX-R5 LTE-M/NB-IoT 晶片组和 U-Blox M8 GNSS 晶片，可为医疗保健应用提供足够的定位精度。

由于配备导航和定位功能的消费性电子产品数量不断增加，对低功耗 GNSS 晶片的需求预计将大幅增加。目前，技术先进的可穿戴设备的需求呈趋势。目前，全球近 50% 的人口使用技术先进的可穿戴设备，例如健身手环和智慧型手錶。 GNSS 晶片主要嵌入在这些设备中，为使用者提供精确的位置讯息，并在跑步、步行或驾驶时与亲人保持联繫。

2020年8月，SONY发布了一款用于物联网和穿戴式装置的高精度GNSS接收LSI。新LSI支援传统的L1频段接收和L5频段接收，目前正在GNSS卫星群之间扩展，使其适合双频段定位。

全球GNSS晶片市场趋势

智慧型手机领域可望占据较大市场占有率

儘管欧盟 28 国、北美和中国等成熟市场已高度饱和，但智慧型手机出货仍持续超过使用 GNSS 晶片的设备。智慧型手机使用 GNSS 晶片已经有一段时间了。在大多数情况下，这些晶片支援所有常用的卫星网络，包括 GPS、GLONASS 和 Galileo。然而，与专用导航设备相比，这些解决方案的准确性较低。

此外，智慧型手机硬体市场的一定程度的垄断也限制了GNSS晶片的实现范围。在大多数情况下，高通硬体没有 Broadcom GNNS 晶片，反之亦然。但近年来，这种情况正在改变。

欧盟委员会已核准法规，要求投放市场的新智慧型手机包含卫星和 Wi-Fi定位服务。根据该规定，具有全球导航卫星系统（GNSS）功能的晶片组可能会存取欧盟的伽利略卫星系统，该系统提供精确的定位和授时资讯。八个欧盟国家遵循这项规定并使用与伽利略相容的晶片组。

根据欧洲GNSS机构统计，超过95%的卫星导航晶片组供应市场都支援伽利略的新产品，其中包括博通、高通和联发科等智慧型手机晶片组製造商。随着主要 GNSS 晶片组供应商製造支援伽利略的晶片组，以及全球智慧型手机品牌已经将这些晶片组整合到其最新的智慧型手机型号中，预计市场将在预测期内看到进一步的成长机会。

此外，新一代Android智慧型手机配备了高效能全球导航卫星系统（GNSS）晶片，可追踪双频多卫星群资料。从 Android 版本 9 开始，用户现在可以停用占空比节能选项，从而提供更高品质的伪距和载波相位原始资料。此外，您现在可以更享受应用 PPP（精确点定位）演算法。本研究旨在评估小米首款搭载博通 BCM47755 的双频 GNSS 智慧型手机的 PPP 效能。将小米获得的效能与单频智慧型手机三星S8进行比较，凸显了取得双频资料的优势。小米实现的垂直和水平精度分别为0.51m和6m，而三星实现的精度为水平5.64m和垂直15m。

亚太地区预计将占据主要市场占有率

北斗卫星导航系统于 2000 年首次发射，由中国国家太空总署 (CNSA) 营运。 20年后，北斗已有48颗卫星在轨运行。 B1I（1561.098MHz）、B1C（1575.42MHz）、B2a（1175.42MHz）、B2I和B2b（1207.14MHz）、B3I等是北斗卫星（1268.52MHz）发射的讯号。

中国对GNSS的态度与欧洲不同。虽然欧洲有 11 个支持 GNSS 的技术集团得到广泛认可，涵盖从消费产品到关键基础设施的各个领域，但中国的情况要复杂得多。主要分为三大领域：工业市场、大众消费市场、特定市场。

2021年3月11日，中国公布了「十四五」规划。该计划涵盖未来五年发展的各个方面，展现中国2035年的愿景。 「十四五」规划持续注重研发创新，对中国GNSS产业产生了重大影响。 《规划》将「深化北斗系统普及利用，推动产业高品质发展」作为国家重要指南计划提出。此策略将强力推动GNSS产业研发，促进北斗产业化应用，加速关键核心技术进步。

此外，韩国太空技术委员会表示，他们希望在2021年之前建立地面测试，在2022年之前建立卫星导航基础技术，并在2024年之前实现实际的卫星製造。两颗卫星将被放置在朝鲜半岛上空的地球静止轨道上，使 KPS 成为由七颗卫星星系。

2021 年 2 月，科学、资讯和通讯部累计了6,150 亿韩元（5.531 亿美元）的太空活动预算，以提高国家製造卫星、火箭和其他关键设备的能力。

全球卫星定位系统（GNSS）晶片产业概况

GNSS晶片市场由多家公司组成。从市场占有率来看，没有一家公司能够垄断市场。重要的公司包括高通科技公司、联发科技公司和义法半导体公司。市场参与企业正在考虑建立策略伙伴关係和联盟，以增加市场占有率。最新进展包括：

  • 2021年12月，联发科宣布，其面向下一代旗舰智慧型手机的5G智慧型手机晶片「天玑9000」已获得OPPO、Vivo、小米、荣耀等多家智慧型手机品牌作为设备製造商的认可和买入。首款搭载天玑9000的旗舰智慧型手机预计将于2022年第一季上市。处理器支援最新的Wi-Fi、蓝牙和GNSS标准，让智慧型手机用户体验无缝通讯。
  • 2021年1月－高通科技公司和阿尔卑斯阿尔派宣布推出ViewPose，这是一款基于摄影机的感测和定位设备，支援车道级绝对车辆定位。阿尔卑斯阿尔派采用了Qualcomm Technologies的多种解决方案，包括支援多频GNSS的Qualcomm Snapdragon汽车5G平台，以及处理多个摄影机影像和视觉增强精确定位（VEPP）软体的Snapdragon汽车座舱平台。这使得电动前镜、后镜、侧视镜、高清地图众包、蜂窝车联网 (C-V2X) 的车道级导航以及高级驾驶员辅助系统 (ADAS) 和自动驾驶的车道级导航成为可能。它提供了一种经济有效的精度解决方案。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章 简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • 产业价值链分析
  • COVID-19 大流行的市场影响评估

第五章市场动态

  • 市场驱动因素
    • 采用环保运输解决方案、永续农业和天气监测
    • 对准确即时资料的需求不断增长
    • GNSS 基础设施的演变，包括新讯号和频率的出现
  • 市场挑战
    • GNSS 无法提供准确的地下、水下和室内导航
    • 与高功耗相关的复杂性

第六章 GNSS主要统计数据

  • GNSS接收器出货：依价格类别
  • 高阶接收器出货：依价格类别
  • GNSS 设备出货：依轨道子区隔
  • 安装的 GNSS 设备数量：依最终使用者分类

第七章市场区隔

  • 设备类型
    • 智慧型手机
    • 平板电脑和穿戴式装置
    • 个人追踪装置
    • 低功耗资产追踪器
    • 汽车系统
    • 无人机
    • 其他设备类型
  • 最终用途产业
    • 车
    • 家用电器
    • 航空
    • 其他最终用途产业
  • 地区
    • 北美洲
      • 美国
    • 欧洲
      • 俄罗斯
    • 亚太地区
      • 中国
      • 日本
      • 韩国
    • 拉丁美洲
    • 中东/非洲

第八章 竞争形势

  • 公司简介
    • Qualcomm Technologies Inc.
    • Mediatek Inc.
    • STMicroelectronics NV
    • Broadcom Inc.
    • Intel Corporation
    • U-blox Holdings AG
    • Thales Group
    • Quectel Wireless Solutions Co. Ltd
    • Skyworks Solutions Inc.
    • Furuno Electric Co. Ltd
    • Hemisphere GNSS
    • Trimble Inc.
    • Sony Group Corporation

第九章投资分析

第10章市场的未来

简介目录
Product Code: 63656

The Global Navigation Satellite System Chip Market size in terms of shipment value is expected to grow from USD 7.92 billion in 2024 to USD 10.41 billion by 2029, at a CAGR of 5.62% during the forecast period (2024-2029).

Global Navigation Satellite System Chip - Market

The outbreak of the COVID-19 pandemic significantly disrupted the supply chain and production of semiconductors in the initial phase of 2020. For multiple chipmakers, the impact was more severe. Due to labor shortages, many packages and testing plants in the Asia-Pacific region reduced or even suspended operations. This also created a bottleneck for end-product companies that depend on semiconductors.

Global navigation satellite system (GNSS) essentially refers to the constellation of satellites that provide signals from space, transmit positioning, and data timing to the GNSS receivers. The receivers then use such data to determine various factors, such as location, speed, and altitude, combined with several sensors.

The precision and accuracy of such chips are primarily dependent on the satellites in the visibility range. As a result, multiple countries are eagerly trying to deploy regional constellations for better navigation and mapping. However, in the market, only five countries (China, Russia, the United States, India, and Japan) and the European Union have their GNSS systems.

GNSS users expect near-instantaneous position sharing speeds. This is often impossible with standard positioning as at least four satellites must be identified, and their complete data should be received. In adverse signal conditions or harsh environments, transmitting and receiving data can take minutes, hours, or even fail. However, the performance can be improved by integrating the GNSS receiver data with information from mobile network cells to benefit numerous applications in the IoT industry.

In January 2021, U-Blox announced its ALEX - R5 module, which integrates low-power wide-area (LPWA) cellular communication and GNSS technology into the system-in-package. The two key elements are the company's UBX - R5 LTE - M/NB-IoT chipset with a secure cloud functionality and the U-Blox M8 GNSS chip for adequate location accuracy for healthcare applications.

The increasing volume of consumer electronics equipped with navigation and positioning features is expected to create a considerable demand for low-power GNSS chips. Technologically advanced wearable devices are in the demand trend currently. At present, almost 50% of the global population has been using tech-advanced wearable devices, such as fitness bands and smartwatches. GNSS chips are majorly being integrated into these devices to give precise locations to the user even while running, walking, or driving, allowing them to stay connected with their close ones.

In August 2020, Sony Corporation announced the release of high-precision GNSS receiver LSIs for IoT and wearable devices. The new LSIs support the conventional L1 band reception and L5 band reception, which are currently being expanded across GNSS constellations, making them suitable for dual-band positioning.

Global Navigation Satellite System (GNSS) Chip Market Trends

The Smartphones Segment is Expected to Hold a Significant Market Share

Despite considerable saturation of mature markets, such as EU28, North America, and China, 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, 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. Most of the time, Qualcomm hardware does not include Broadcom GNNS chips and vice versa, as they are prime competitors. However, in recent years, this scenario has been changing.

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 are likely to 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 Galileo-ready chipsets and global smartphone brands already integrating these chipsets in their latest smartphone models, the market is expected to have further growth opportunities during the forecast period.

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. 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, the application of the Precise Point Positioning (PPP) algorithm has become more enjoyable. 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 is 5.64 m for 15 m for horizontal and vertical.

Asia-Pacific is Expected to Account for a Significant Market Share

BeiDou, first launched in 2000 and operated by the China National Space Administration, is based in China (CNSA). BeiDou has 48 satellites in orbit after 20 years. B1I (1561.098 MHz), B1C (1575.42 MHz), B2a (1175.42 MHz), B2I and B2b (1207.14 MHz), and B3I are among the signals being transmitted by BeiDou satellites (1268.52 MHz).

China's attitude to GNSS differs from that of Europe. While there are 11 widely acknowledged GNSS-enabled technical groupings in Europe, ranging from consumer products to vital infrastructure, the situation in China is far more complicated. There were three broad sectors - industrial market, mass consumer market, and specific market.

On March 11, 2021, China rolled out its 14th five-year plan. It is a plan that touches on all aspects of development over the next five years and presents 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 BeiDou systems; 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 the GNSS industry's research and development, promote BeiDou's industrial application and accelerate significant core technology advancements.

Further, the Korean Committee of Space Technology hopes to build a ground test by 2021, fundamental satellite navigation technology by 2022, and actual satellite manufacturing by 2024, according to the Korean Committee of Space Technology. Three satellites will be put in the geostationary orbit above the Korean Peninsula, making the KPS a seven-satellite constellation.

In February 2021, the Ministry of Science and ICT announced a budget of KRW 615 billion (USD 553.1 million) for space activities to increase the country's capacity to create satellites, rockets, and other critical equipment.

Global Navigation Satellite System (GNSS) Chip Industry Overview

The GNSS chip market consists of several players. In terms of market share, none of the players dominate the market. Significant players include Qualcomm Technologies Inc., Mediatek Inc., and STMicroelectronics NV, among others. The market players are considering strategic partnerships and collaborations to expand their market shares. Some of the recent developments in the market are:

  • December 2021 - MediaTek announced device maker acceptance and endorsements from some smartphone brands, including OPPO, Vivo, Xiaomi, and Honor, for its Dimensity 9000 5G smartphone chip for next-generation flagship smartphones. The first flagship smartphones powered by the Dimensity 9000 will hit the market in the first quarter of 2022. Since the processor supports the newest Wi-Fi, Bluetooth, and GNSS standards, smartphone users can experience seamless communication.
  • January 2021 - Qualcomm Technologies Inc. and Alps Alpine Co. Ltd announced a camera-based sensing and positioning device called ViewPose to support absolute lane-level vehicle positioning. Alps Alpine is leveraging multiple solutions from Qualcomm Technologies like the Qualcomm Snapdragon Automotive 5G platform, which supports Multi-Frequency GNSS and a Snapdragon Automotive Cockpit Platform for processing multiple camera images and Vision Enhanced Precise Positioning (VEPP) software. This provides a cost-effective solution to lane-level accuracy for the electric front, rear- and side-view mirrors, high-definition map crowdsourcing, lane-level navigation for cellular vehicle-to-everything (C-V2X), and advanced driving assistance systems (ADAS) and autonomous driving applications.

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 Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of the COVID-19 Pandemic on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Adoption of Environment-friendly Transport Solutions, Sustainable Agriculture, and Meteorological Monitoring
    • 5.1.2 Increasing Demand for Accurate Real-time Data
    • 5.1.3 Evolution of GNSS Infrastructure, such as the Appearance of New Signals and Frequencies
  • 5.2 Market Challenges
    • 5.2.1 Inability of GNSS to Offer Accurate Underground, Underwater, and Indoor Navigation
    • 5.2.2 Complexity Regarding High Power Consumption

6 KEY GNSS STATISTICS

  • 6.1 GNSS Receiver Shipments (in billion units), by Price Categories
  • 6.2 High-end Receiver Shipments (in million units), by Price Categories
  • 6.3 Shipment of GNSS Devices (in thousand units), by Orbital Sub-segment
  • 6.4 Installed Base of GNSS Devices (in billion Units) by End User

7 MARKET SEGMENTATION

  • 7.1 Device Type
    • 7.1.1 Smartphones
    • 7.1.2 Tablets and Wearables
    • 7.1.3 Personal Tracking Devices
    • 7.1.4 Low-power Asset Trackers
    • 7.1.5 In-vehicle Systems
    • 7.1.6 Drones
    • 7.1.7 Other Device Types
  • 7.2 End-user Industry
    • 7.2.1 Automotive
    • 7.2.2 Consumer Electronics
    • 7.2.3 Aviation
    • 7.2.4 Other End-user Industries
  • 7.3 Geography
    • 7.3.1 North America
      • 7.3.1.1 United States
    • 7.3.2 Europe
      • 7.3.2.1 Russia
    • 7.3.3 Asia-Pacific
      • 7.3.3.1 China
      • 7.3.3.2 Japan
      • 7.3.3.3 South Korea
    • 7.3.4 Latin America
    • 7.3.5 Middle-East and Africa

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Qualcomm Technologies Inc.
    • 8.1.2 Mediatek Inc.
    • 8.1.3 STMicroelectronics NV
    • 8.1.4 Broadcom Inc.
    • 8.1.5 Intel Corporation
    • 8.1.6 U-blox Holdings AG
    • 8.1.7 Thales Group
    • 8.1.8 Quectel Wireless Solutions Co. Ltd
    • 8.1.9 Skyworks Solutions Inc.
    • 8.1.10 Furuno Electric Co. Ltd
    • 8.1.11 Hemisphere GNSS
    • 8.1.12 Trimble Inc.
    • 8.1.13 Sony Group Corporation

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET