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1687454

全球導航衛星系統晶片：市場佔有率分析、行業趨勢和統計數據、成長預測（2025-2030 年）

Global Navigation Satellite System Chip - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 180 Pages | 商品交期: 2-3個工作天內

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簡介目錄

根據出出貨收益，全球導航衛星系統晶片市場預計將從 2025 年的 83.7 億美元成長到 2030 年的 110 億美元，預測期間（2025-2030 年）的複合年成長率為 5.62%。

全球導航衛星系統晶片市場-IMG1

2020年初，新冠疫情爆發，嚴重擾亂了半導體供應鏈和生產，對一些晶片製造商而言，影響更為嚴重。由於人手不足，亞太地區許多封裝測試工廠已經縮減甚至停止運作。這也為依賴半導體的最終產品公司帶來了瓶頸。

全球導航衛星系統 (GNSS) 基本上是指從太空提供訊號並向 GNSS接收器傳輸定位和資料計時的衛星衛星群。接收器使用這些資料，結合多個感測器，來確定位置、速度和高度等各種因素。

這種晶片的精度和準確度主要取決於其可見範圍內衛星的可用性。因此，一些國家渴望部署區域衛星群，以實現更好的導航和測繪。然而，只有中國、俄羅斯、美國、印度和日本五個國家以及歐盟部署了 GNSS 系統。

GNSS 使用者期望近乎即時的定位共用速度。標準定位通常無法做到這一點，因為它需要識別和接收至少四顆衛星的完整資料。不利的訊號條件和惡劣的環境可能意味著資料傳輸或接收可能需要幾分鐘、幾小時，甚至失敗。然而，將 GNSS接收器資料與行動網路單元的資訊結合可以提高效能，使物聯網產業的許多應用受益。

2021 年 1 月，U-Blox 宣布推出 ALEX-R5 模組，將低功耗廣域 (LPWA) 蜂窩通訊和 GNSS 技術整合到一個系統級封裝中。兩個關鍵要素是該公司具有安全雲端功能的 UBX-R5 LTE-M/NB-IoT 晶片組和 U-Blox M8 GNSS 晶片，可為醫療保健應用提供足夠的定位精度。

配備導航和定位功能的消費性電子設備數量不斷增加，預計將大幅推動對低功耗 GNSS 晶片的需求。目前，對技術先進的穿戴式設備的需求日益成長。目前，全球近 50% 的人口使用健身帶和智慧型手錶等技術先進的穿戴式設備。 GNSS 晶片主要內建在這些設備中，因為它們為使用者在跑步、行走或駕駛時提供準確的位置資訊，使他們能夠與親人保持聯繫。

2020年8月，SONY發布了用於物聯網和穿戴式裝置的高精度GNSS接收器LSI。新型 LSI 支援傳統 L1 頻段和 L5 頻段的接收，目前正在 GNSS衛星群中擴展，使其適合雙頻定位。

全球GNSS晶片市場趨勢

智慧型手機預計將佔據很大市場佔有率

儘管歐盟28國、北美和中國等成熟市場已經相當飽和，但智慧型手機的出貨量仍超過使用 GNSS 晶片的設備數量。智慧型手機已經使用 GNSS 晶片很長一段時間了。大多數情況下，這些晶片支援所有公開可用的衛星網路，包括 GPS、GLONASS 和 Galileo。然而，與專用導航設備相比，這些解決方案的準確性較低。

此外，智慧型手機硬體市場的一定程度的壟斷限制了GNSS晶片的範圍。大多數情況下，高通硬體沒有博通 GNNS 晶片，反之亦然。但近年來，這種情況正在改變。

歐盟委員會已核准法規，要求新上市的智慧型手機必須包含衛星和 Wi-Fi定位服務。根據該規定，具有全球導航衛星系統 (GNSS) 功能的晶片組可能可以存取伽利略，這是歐盟提供精確位置和時間資訊的衛星系統。八個歐盟國家遵守該規定並使用符合伽利略標準的晶片組。

根據歐洲GNSS機構統計，目前衛星導航晶片市場超過95%的企業在其新產品中支援伽利略系統，其中包括博通、高通、聯發科等多家智慧型手機晶片廠商。隨著主要 GNSS 晶片組供應商生產支援伽利略的晶片組，並且全球智慧型手機品牌已將這些晶片組納入其最新的智慧型手機型號，預計市場在預測期內將進一步機會。

此外，新一代安卓智慧型手機配備了高性能全球導航衛星系統（GNSS）晶片，能夠追蹤雙頻多衛星群資料。從 Android 9 版本開始，使用者可以停用佔空比省電選項，從而獲得更高品質的偽距和載波相位原始資料。此外，應用PPP（精密單點定位）演算法也變得更加有趣。本研究旨在評估小米首款搭載博通BCM47755的雙頻GNSS智慧型手機的PPP效能。透過比較小米與單頻智慧型手機三星S8的效能，可以凸顯雙頻資料取得的優勢。小米的垂直和水平精度分別達到 0.51 米和 6 米，而三星的水平精度達到 5.64 米，垂直精度達到 15 米。

亞太地區預計將佔據主要市場佔有率

北斗於 2000 年首次發射，由中國國家太空總署 (CNSA) 營運。二十年後，北斗已擁有48顆在軌衛星。北斗衛星發射的訊號包括B1I（1561.098MHz）、B1C（1575.42MHz）、B2a（1175.42MHz）、B2I和B2b（1207.14MHz）、B3I（1268.52MHz）。

中國對全球導航衛星系統 (GNSS) 的做法與歐洲不同。雖然歐洲有 11 個廣受認可的 GNSS 技術集團，涵蓋從消費產品到關鍵基礎設施等領域，但中國的情況要複雜得多。主要分為三大類：工業市場、大眾消費市場、利基市場。

2021年3月11日，中國發布「十四五」規劃。該計劃將涉及未來五年發展的各個方面，並規劃中國2035年的願景。 「十四五」規劃持續重視研發和技術創新，這對中國GNSS產業產生了深遠的影響。 「深化北斗系統推廣應用，推動產業高品質發展」被提出為國家重大戰略計劃和規劃政策指南。該戰略可望推動全球導航衛星系統產業研發，促進北斗產業應用，加速核心技術關鍵突破。

此外，據韓國太空技術委員會稱，韓國希望在2021年之前進行地面測試，在2022年之前掌握基礎衛星導航技術，在2024年之前實現衛星實際製造。這兩顆衛星將被送入朝鮮半島上空的地球靜止軌道，使KPS成為一個擁有七顆衛星星系。

2021 年 2 月，科學與通訊部累計為太空活動撥款 6,150 億韓元（5.531 億美元），以提高衛星、火箭和其他關鍵設備的製造能力。

導航衛星系統晶片（GNSS）產業概況

GNSS 晶片市場由多家公司組成。從市場佔有率來看，沒有一家公司能夠壟斷市場。主要公司包括 Qualcomm Technologies Inc.、Mediatek Inc. 和 STMicroelectronics NV。市場參與企業正在考慮建立策略夥伴關係和聯盟來增加市場佔有率。最近的一些市場發展趨勢包括：

  • 2021 年 12 月 - 聯發科宣布，其用於下一代旗艦智慧型手機的 5G 智慧型手機晶片 Dimensity 9000 已獲得 OPPO、Vivo、小米和榮耀等多個智慧型手機品牌的設備製造商的認可和購買。首批搭載天璣 9000 的旗艦智慧型手機預計將於 2022 年第一季上市。該處理器支援最新的 Wi-Fi、藍牙和 GNSS 標準，為智慧型手機用戶提供無縫的通訊體驗。
  • 2021 年 1 月 - Qualcomm Technologies Inc. 和 Alps Alpine 宣布推出 ViewPose，這是一款基於攝影機的感測和定位設備，支援絕對車道級車輛定位。阿爾卑斯阿爾派正在利用高通技術公司的多種解決方案，包括支援多頻 GNSS 的高通驍龍汽車 5G 平台，以及用於處理多攝影機影像和視覺增強精確定位 (VEPP) 軟體的驍龍汽車駕駛艙平台。這為電動前側視鏡、高清地圖群眾外包、蜂窩車聯網 (C-V2X) 的車道級導航以及高級駕駛輔助系統 (ADAS) 和自動駕駛應用的車道級精度提供了經濟高效的解決方案。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • 產業價值鏈分析
  • COVID-19疫情對市場的影響評估

第5章市場動態

  • 市場促進因素
    • 採用綠色交通解決方案、永續農業和天氣監測
    • 對準確、即時資料的需求不斷增加
    • GNSS基礎設施的演變，包括新訊號和頻率的出現
  • 市場挑戰
    • GNSS 無法提供精確的地下、水下和室內導航
    • 功耗複雜度高

第6章 GNSS 關鍵統計數據

  • GNSS接收器出貨量（依價格類別）
  • 高階接收器出貨量（以價格類別）
  • GNSS 設備出貨量（依軌道子區隔）
  • 依最終使用者安裝的 GNSS 設備數量

第7章市場區隔

  • 設備類型
    • 智慧型手機
    • 平板電腦和穿戴式裝置
    • 個人追蹤設備
    • 低功耗資產追蹤器
    • 車載系統
    • 無人機
    • 其他設備類型
  • 最終用戶產業
    • 車
    • 家電
    • 航空
    • 其他最終用戶產業
  • 地區
    • 北美洲
      • 美國
    • 歐洲
      • 俄羅斯
    • 亞太地區
      • 中國
      • 日本
      • 韓國
    • 拉丁美洲
    • 中東和非洲

第8章競爭格局

  • 公司簡介
    • 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9章投資分析

第10章：市場的未來

簡介目錄
Product Code: 63656

The Global Navigation Satellite System Chip Market size in terms of shipment value is expected to grow from USD 8.37 billion in 2025 to USD 11.00 billion by 2030, at a CAGR of 5.62% during the forecast period (2025-2030).

Global Navigation Satellite System Chip - Market - IMG1

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