支持 GNSS 的消費類設備市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在預測期間 (2022-2027)，支持 GNSS 的消費設備市場預計將以 4.9% 的複合年增長率增長。

隨著具有導航定位功能的消費電子產品越來越多，對GNSS的需求將相當可觀。 例如，思科報告稱，到 2022 年，北美和亞太地區使用的可穿戴設備將佔全球可穿戴 5G 連接數的 70% 左右。 據思科稱，到 2021 年，亞太地區將有 2.582 億台聯網的可穿戴設備。 預計在預測期內，消費電子產品的這種需求增長仍將是 GNSS 芯片的最大消費者。

由於 IoT（物聯網）應用的擴展和使用位置信息的可穿戴設備的增加，對 GNSS 接收器 LSI 的需求正在增加。 由於物聯網和可穿戴設備在惡劣和不穩定的環境中使用，因此需要確保准確定位和高度可靠的通信。 此外，由於設備尺寸限制，電池需要更小，但在使用GNSS功能時接收衛星信號和定位會消耗大量電量，從而縮短電池壽命。 因此，公司正在開發和發布擴展可穿戴終端功能的新產品。

此外，新一代安卓智能手機搭載了支持雙頻多站數據的高性能GNSS芯片。 此外，從 Android 版本 9 開始，可以禁用省電選項（佔空比），從而獲得更高質量的偽距和載波相位原始數據。 PPP（精確點定位）算法的應用也備受關注。 本研究旨在評估小米首款採用 Broadcom BCM47755 的雙頻 GNSS 智能手機的 PPP 性能。 將小米獲得的性能與單頻智能手機三星S8進行比較，凸顯了雙頻數據採集的優勢。 小米實現的垂直和水平精度分別為 0.51 米和 6 米，而三星實現的精度為 5.64 米，水平和垂直 15 米。

工業資產跟蹤應用中使用的小型工業資產跟蹤設備檢查包裹、箱子、防滾架、牲畜，並管理龐大供應鏈中大量支持 GPS 的資產標籤，專為 只有當維護工作（主要集中在保持跟蹤器供電）保持在最低限度時，這些才可能在繁重的應用中變得可行。 使用一系列基於硬件和固件的調整來優化跟蹤性能與功耗的比率，可以顯著延長電池壽命。 然而，在低功耗資產跟蹤和相關應用中實現雄心勃勃的功耗目標具有挑戰性。 有多種方法可以將 GNSS 接收器集成到終端產品中，其中一些方法具有高能效。

2022 年 2 月，總部位於科羅拉多州的 Dronee 宣布了一項開源資產，旨在將 GNSS 支持與遠程、低功率 LoRa 無線電上行鏈路相結合，一次充電可跟蹤長達一年。它宣布它是準備發射跟蹤裝置“Loko”。 該設備的電池壽命長，內部電池一次充電可運行 30 天以上到一年，具體取決於發送位置的頻率。

COVID-19 的出現擴大了 GNSS 芯片的使用範圍。 例如，COVID-19 增加了準確運輸和跟蹤供應鏈中資產的需求。 GNSS 的一個很好的用途是隔離監控和執法，它用於通過稱為地理圍欄的過程為那些自我隔離的人設置虛擬邊界。 位置信息通常是從智能手機和其他支持設備收集的，用於在違反自我隔離時通知地方當局。

支持 GNSS 的消費類設備的市場趨勢

智能手機有望推動市場增長

在歐盟 28 國、北美和中國等成熟市場，儘管智能手機已經飽和，但智能手機的出貨量繼續超過配備 GNSS 芯片的設備。 智能手機配備 GNSS 芯片已經有一段時間了。 在許多情況下，這些芯片支持所有常見的衛星網絡，例如 GPS、GLONASS 和 Galileo。 但是，與專用導航設備相比，存在精度低的問題。

另外，由於智能手機硬件市場在一定程度上的壟斷，GNSS芯片的覆蓋範圍一直受到限制。 高通硬件往往沒有博通的GNSS芯片，反之亦然，因為博通是競爭對手，高通硬件往往沒有博通的GNSS芯片。 然而，近年來，這種情況正在發生變化。 此外，歐盟委員會還批准了一項法規，要求進入市場的新智能手機配備衛星和 Wi-Fi 定位服務。 根據該規定，具有全球定位系統 (GNSS) 功能的芯片組將能夠訪問歐盟的伽利略衛星系統，該系統可提供精確的位置和時間信息。 八個歐盟國家遵守此規定並使用支持 Galileo 的芯片組。

根據歐洲 GNSS 機構的數據，超過 95% 的衛星導航芯片組供應市場都支持 Galileo 的新產品，包括 Broadcom、Qualcomm 和 MediaTek 等智能手機芯片組製造商。 隨著領先的 GNSS 芯片組供應商製造 Galileo 芯片組和全球智能手機品牌已經將這些芯片組整合到他們最新的智能手機型號中，預計市場將在預測期內看到進一步的增長機會。

此外，據 Google 稱，城市地區的行人每天通過智能手機進行超過 10 億次更正，誤認為他們走錯了街道或街區。 2021 年，Broadcom 將通過將 Broadcom 的雙頻 GNSS BCM47765 芯片與新的 Android 服務相結合來提供精確的步行導航，該服務通過使用其 3D 建築模型的複雜 GNSS 反射射線建模來提供 GNSS 輔助。我們宣布了一個顯著改進的新解決方案。

自 Android 7.0 發布以來，您可以訪問由 Android 智能手機跟蹤的原始 GNSS 測量值。 這些 GNSS 觀測可以使用專門的內部開發算法和校正數據直接估計用戶的位置。 智能手機具有簡單、經濟高效的 GNSS 芯片和天線，可提供困難且質量差的讀數。 此外，大多數智能手機都提供一種頻率的 GNSS 測量。

精密單點定位 (PPP) 是全球定位系統 (GNSS) 數據最有前途的處理技術之一。 該技術的特點是使用高度準確的衛星產品（軌道、時鐘、偏差）並應用先進的算法來估計用戶的位置。 與相對定位方案相比，PPP 不依賴於附近的參考站或區域參考網絡。 此外，PPP 非常靈活，考慮到智能手機（單頻）GNSS 測量的挑戰性，這也是一個優勢。

亞太地區市場有望實現高速增長

2021 年 3 月，中國公佈了“十四五”規劃。 該規劃涉及未來五年發展的方方面面，提出了中國2035年的願景。 “十四五”規劃重點研發創新，對我國GNSS產業影響巨大。 “深化北斗系統推廣利用，推動產業高質量發展”被作為國家重要戰略工程提出，並作為規劃的政策導向。 這一戰略有望推動GNSS產業研發，推動北斗產業應用，加快關鍵核心技術進步。

中國GNSS與LBS協會（GLAC）於2021年5月18日在北京發布了《中國衛星導航與位置服務產業發展白皮書（2021年）》，對2020年GNSS產業發展進行了總結. 白皮書顯示，2020年我國衛星導航與位置服務業務總產值達到4033億元人民幣（約合627.5億美元），較2019年增長16.9%。

該地區的公司正在為現有產品添加新功能或開發新產品以滿足廣泛的客戶需求。 例如，2022 年 4 月，ComNavTechnology 向全球市場推出了 P300 系列 GNSS 平板電腦。 高精度GNSS車載安卓三防平板基於K8平台，為精準農業、自動駕駛、機器控制等行業提供極致的性能和易用性。 搭載新一代K8 OEM模組，P300系列GNSS平板可追蹤所有當前及計劃中的星座（GPS、北斗、北斗全球、格洛納斯、伽利略、QZSS等），精度達到厘米級。 P300 系列 GNSS 平板電腦採用先進的 QUANTUMTM III 技術以及升級的 SinoGNSSASIC 芯片和先進的微處理器單元，在日常現場使用中提供更好的定向和定位性能。

此外，2021年12月，聯發科宣布接受並認可OPPO、vivo、小米、榮耀等全球領先智能手機品牌下一代旗艦智能手機的5G智能手機芯片“天璣9000”。 首款搭載天璣9000的旗艦智能手機預計將於2022年第一季度上市。 該處理器支持最新的 Wi-Fi、藍牙和 GNSS 標準，讓智能手機用戶體驗無縫通信。

自從引入信息通信技術和移動電話技術以來，各國都非常依賴基於 PVT 的應用程序。 目前世界上有四種 GNSS 系統可用。 目前有四種 GNSS：美國的 GPS、俄羅斯的 GLONASS、歐盟的 Galileo 和中國的北斗。 還有兩個區域衛星定位系統，印度的 NavIC 和日本的 QZSS，每個系統都在規定的覆蓋區域內提供導航信號。

支持 GNSS 的消費類設備市場的競爭對手分析

支持 GNSS 的消費類設備市場較為集中。 市場參與者傾向於投資於新的和先進的產品創新，以滿足各行各業的需求。 此外，市場參與者正在採取合作、併購等戰略活動來擴大其影響力。 市場的最新發展包括：

2022 年 3 月 - Trimble 和 Qualcomm Technologies, Inc. 宣佈為 Snapdragon 8 Gen 1 和 Snapdragon 888 移動平台提供 Trimble RTX GNSS 技術。 這項技術將為全球高端 Android 智能手機帶來卓越的定位功能。 Trimble RTX GNSS 技術與 Snapdragon 的校正服務平台的集成有助於提供更高質量和更準確的基於位置的用戶體驗，例如具有車道級導航的汽車導航。

2021 年 8 月 - 三星電子宣布推出一款適用於可穿戴設備的新型處理器 ExynosW920。 新處理器集成了 LTE 調製解調器，並基於先進的 5 納米 (nm) 極紫外工藝節點構建，可提供下一代可穿戴設備所需的強大而高效的性能。 ExynosW920 具有內置 GNSS L1 接收器（GPS、GLONASS、北斗、伽利略），可在戶外活動期間跟蹤速度、距離和海拔。 它還具有 4G LTE Cat.4 調製解調器。 它還有 4 個調製解調器。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 行業利益相關者分析
• 行業吸引力——五力分析分析
  • 新進入者的威脅
  • 買家的議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場動態

• 市場驅動力
  • 可穿戴設備和跟蹤設備正在推動 GNSS 市場的發展，而智能手機的出貨量正在走向成熟。
• 市場挑戰
  • 圍繞功耗的複雜性
• 市場機會
  • 支持 GNSS 的消費設備的新應用（增強現實、機器人技術、移動醫療、地理營銷和廣告、欺詐管理和計費、安全和緊急情況等）
• COVID-19 對市場的影響

第 6 章市場細分

• 按設備類型
  • 智能手機
  • 平板電腦和可穿戴設備
  • 個人追蹤
  • 低功耗資產追蹤器
  • 其他設備類型
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第7章競爭格局

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

第8章 投資分析

第9章 市場將來性

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