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市场调查报告书
商品编码
1644655
支援 GNSS 的消费性设备：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）GNSS-Enabled Consumer Device - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030) |
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预计预测期内，支持 GNSS 的消费性设备市场将以 4.9% 的复合年增长率成长。
物联网 (IoT) 和使用位置资讯的可穿戴设备的日益普及正在推动对 GNSS 接收器 LSI 的需求。由于物联网及穿戴式装置应用于恶劣、不稳定的通讯环境中，需要确保精准定位和高可靠的通讯。此外，由于设备尺寸的限制，电池需要小型化，但接收卫星讯号和使用GNSS功能确定位置会消耗大量电量，从而缩短电池寿命。因此，各大科技公司正在开发并发布增强穿戴式装置功能的新产品。
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，能够追踪双频多卫星群资料。此外，从Android 9版本开始，使用者可以停用占空比省电选项，从而获得更高品质的伪距和载波相位原始资料。此外，PPP（精密单点定位）演算法的应用也变得更加有趣。本研究旨在评估小米首款搭载Broadcom BCM47755的双频GNSS智慧型手机的PPP效能。透过比较小米与单频智慧型手机三星S8的效能，可以凸显取得双频资料的优势。小米的垂直精度达到了0.51米，水平精度达到了6米，而三星的水平和垂直精度均为15米，水平误差为5.64米。
小型工业资产追踪器用于工业资产追踪应用，旨在管理大量支援 GPS 的资产标籤，以检查小包裹、箱子、滚笼、牲畜以及整个庞大的供应链。只有将维护工作量保持在最低限度、主要集中于保持追踪器供电的情况下，这些才有可能在重型应用中生存。透过使用一系列基于硬体和韧体的调整来优化追踪效能与功耗的比率，可以显着延长电池寿命。然而，在低功耗资产追踪和相关应用中实现雄心勃勃的功耗目标是一项挑战。将 GNSS接收器整合到最终产品中的方法有很多，其中一些方法比其他方法更节能。
2022 年 2 月，总部位于科罗拉多的 Dronee 宣布准备推出“Loko”，这是一款开放原始码资产追踪器，旨在将 GNSS 支援与远距、低功耗 LoRa 无线上行链路相结合，一次充电即可进行长达一年的追踪。该设备具有较长的电池寿命，内建电池一次充电即可运行 30 天至一年以上，具体取决于您传输位置的频率。
COVID-19 催生了多种新应用，并增加了 GNSS 晶片的使用。例如，COVID-19 增加了供应链中准确运输和追踪资产的需求。有效利用 GNSS 来监控和执行隔离，透过称为地理围栏的过程为自我隔离的人设置虚拟边界。通常，位置资料将从智慧型手机和其他支援设备收集，并用于在自我隔离被打破时通知当地当局。
支持 GNSS 的消费性设备市场趋势
智慧型手机市场可望推动市场成长
儘管欧盟28国、北美和中国等成熟市场的智慧型手机已经饱和，但智慧型手机的出货量仍超过使用 GNSS 晶片的设备的出货量。智慧型手机已经使用 GNSS 晶片很长一段时间了。大多数情况下，这些晶片支援所有公开的卫星网络，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限制了GNSS晶片的范围。高通硬体通常不包括博通 GNSS 晶片，反之亦然。但近年来，这种情况正在改变。此外，欧盟委员会也核准了相关法规，要求新上市的智慧型手机必须配备卫星和 Wi-Fi定位服务。根据该法规，配备全球导航卫星系统 (GNSS) 功能的晶片组将能够存取伽利略，这是一个提供精确位置和计时资讯的欧盟卫星系统。八个欧盟国家遵守此规定并使用符合伽利略标准的晶片组。
据欧洲GNSS机构称，超过95%的卫星导航晶片组市场在其新产品中支援伽利略，其中包括博通、高通和联发科等多家智慧型手机晶片组製造商。随着主要 GNSS 晶片组供应商生产伽利略晶片组并且全球智慧型手机品牌已将这些晶片组纳入其最新的智慧型手机型号，预计市场在预测期内将经历进一步的成长机会。
此外，Google表示，在都市区中，行人每天使用智慧型手机进行超过 10 亿次更正，导致他们走错了街道或城区。 2021 年，博通宣布了一项新解决方案，该解决方案透过将博通的双频 GNSS BCM47765 晶片与一项新的 Android 服务相结合，显着提高了行人导航的精确度，该服务使用该公司的 3D 建筑模型透过复杂的 GNSS 反射射线建模提供 GNSS 辅助。
自 Android 7.0 发布以来，就可以在运行 Android 的智慧型手机上存取原始追踪的 GNSS 测量值。这些 GNSS 观测资料可直接利用特殊的自研演算法和校正资料来估计使用者的位置。智慧型手机拥有简单且经济高效的 GNSS 晶片和天线，但它们提供的测量品质较差，这带来了挑战。此外，大多数智慧型手机仅在一个频率上提供一个频率的 GNSS 测量。
精密单点定位（PPP）是全球导航卫星系统（GNSS）资料最有前景的处理技术之一。该技术的独特之处在于它使用精确的卫星产品（轨道、时钟、偏差）并应用先进的演算法来估计用户的位置。与相对定位方法相比，PPP 不依赖附近的参考站或本地参考网路。此外，PPP 非常灵活，考虑到智慧型手机上（单频）GNSS 测量的挑战，这也是一个优势。
亚太地区市场预计将实现高成长
2021年3月，中国发布「十四五」规划。该计划涉及未来五年发展的方面，并概述了中国2035年的愿景。 「十四五」规划高度重视研发和创新，对中国GNSS产业影响深远。 「深化北斗系统推广利用，推动产业高品质成长」被提出作为国家重大战略计划和规划政策指南。该战略可望推动全球导航卫星系统产业研发，促进北斗的产业应用，并加速关键核心技术的进步。
2021年5月18日，中国卫星定位与位置资讯服务协会（GLAC）在京发布《中国卫星定位与定位服务产业发展白皮书（2021年版）》，总结2020年GNSS产业发展。白皮书显示，2020年中国卫星导航与定位服务产业总产值达4,033亿元人民币（约627.5亿美元），较2019年成长16.9%。
该地区的公司正在将新功能融入现有产品并开发新产品以满足客户的多样化需求。例如，2022年4月，ComNavTechnology向全球市场推出了P300系列GNSS平板电脑。基于K8平台的高精度GNSS车载安卓加固平板，为精密农业、自动驾驶、机器控制等产业提供业界领先的性能与易用性。 P300 系列 GNSS 平板电脑配备新一代 K8 OEM模组，能够追踪所有当前和计划中的星座（包括 GPS、北斗、北斗全球、GLONASS、伽利略和 QZSS），并实现厘米级精度。 P300系列GNSS平板电脑采用先进的QUANTUMTM III技术，升级的SinoGNSS ASIC晶片和先进的微处理器单元，提供更好的定向和定位性能，适合日常现场使用。
此外，2021年12月，联发科宣布其用于下一代旗舰智慧型手机的5G智慧型手机晶片Dimensity9000已被OPPO、Vivo、小米和荣耀等一些全球领先智慧型手机品牌的设备製造商采用和认可。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。该处理器支援最新的Wi-Fi、蓝牙和GNSS标准，为智慧型手机用户提供无缝的通讯体验。
自从资讯科技和行动电话技术出现以来，各国都严重依赖基于PVT的应用。目前全球有四大GNSS系统：美国的GPS、俄罗斯的GLONASS、欧盟的伽利略、中国的北斗。此外，印度的 NavIC 和日本的 QZSS 是两个区域导航卫星系统，可在指定覆盖区域提供导航讯号。
支持 GNSS 的消费性设备产业概览
支持 GNSS 的消费性设备市场已适度整合。市场参与者倾向于投资新的和先进的产品创新，以满足各个行业的需求。此外，市场参与者正在采取伙伴关係、合併和收购等策略活动来扩大其影响力。最近的市场发展趋势包括：
2022 年 3 月-Trimble 和 Qualcomm Technologies, Inc. 宣布为 Snapdragon 8 Gen 1 和 Snapdragon 888 行动平台提供 Trimble RTX GNSS 技术。这项技术使世界各地的高阶 Android 智慧型手机拥有卓越的定位功能。 Trimble RTX GNSS 技术（一种校正服务平台）与骁龙的整合将有助于提供更高品质、更准确的基于位置的使用者体验，包括具有车道级导引的车载导航。
2021 年 8 月-三星电子宣布推出用于穿戴式装置的新型处理器 Exynos W920。新处理器整合了 LTE 调变解调器，采用先进的 5 奈米（nm）极紫外线製程节点製造，可提供下一代穿戴式装置所需的强大且高效的性能。 Exynos W920 内建 GNSS L1 接收器（GPS、GLONASS、北斗、伽利略），可让您在户外活动期间追踪速度、距离和高度。它还配备了4G LTE Cat.4调製解调器。
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 1 章 简介
- 研究假设和市场定义
- 研究范围
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
- 产业相关人员分析
- 产业吸引力－波特五力分析
- 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
- 竞争对手之间的竞争
第五章 市场动态
- 市场驱动因素
- 智慧型手机出货量日趋成熟，穿戴式装置和追踪设备推动 GNSS 市场发展
- 市场挑战
- 电力复杂性
- 市场机会
- 支援 GNSS 的消费设备的新兴应用（扩增实境、机器人、行动医疗、地理行销和广告、欺诈管理和收费、安全和紧急等）
- COVID-19 对市场的影响
第六章 市场细分
- 依设备类型
- 智慧型手机
- 平板电脑和穿戴式装置
- 个人追踪设备
- 低功耗资产追踪器
- 其他设备类型
- 按地区
- 北美洲
- 欧洲
- 亚太地区
- 拉丁美洲
- 中东和非洲
第七章 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
第八章投资分析
第九章：市场的未来
The GNSS-Enabled Consumer Device Market is expected to register a CAGR of 4.9% during the forecast period.
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 Industry Overview
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 and Africa
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
