China Satellite Navigation and Positioning Association statistics show that in 2017, China’s total output value of satellite navigation and location service industry, terminal integration, system integration, etc. accounted for 51.92% of the midstream link production value; the proportion of downstream operating services increased to 36.81%, in the industry. The fastest increase in the chain links.
National attention to the 'chip autonomy' of the time, a number of independent research and development of Beidou chip to enter the industry's stage.
From May 23 to May 25, the 9th China Satellite Navigation Annual Conference kicked off in Harbin. China Haida, Huada Beidou and other domestic companies successively issued their own Beidou chip products.
In the past few years, the lack of 'core' is a pain point in the domestic satellite navigation industry. Today, with a number of independent research and development of Beidou chips entering the market, China's satellite navigation industry lacks a 'core' dilemma that presents a 'scattered breakthrough'. The chip has been designed and packaged to achieve the independence of the Chinese people. This is inseparable from the domestic BeiDou enterprise's insistence on independent research and development for many years.
China Satellite Navigation and Positioning Association statistics show that in 2017, the total output value of China’s satellite navigation and location services industry has reached 255 billion yuan, an increase of 20.4% from 2016. The total scale of domestic satellite navigation equipment sales is comparable to the global market, accounting for the year-by-year proportion. The increase was close to 15%. Among them, the core industrial output value, including chips, devices, algorithms, software, navigation data, and terminal equipment directly related to satellite navigation technology, accounted for 35.4% of the total, reaching 90.2 billion yuan; The contribution rate of the core industrial output value has reached 80%, an increase of 10% from 2016.
In the middle and lower reaches of the industrial chain, the domestic satellite navigation industry is showing the trend of 'full-line coverage'. Along with the development of the Beidou system, the Beidou technology application has broken through smart phones, two major traditional markets for on-board navigation, and multiple scenarios in multiple areas. Realize commercial application.
According to the China White Satellite Navigation and Positioning Association's "White Paper on the Development of China's Satellite Navigation and Location Services Industry" (hereinafter referred to as the "White Paper"), 2017, it will focus on industries such as the information industry, automotive electronics, mobile communications, mobile Internet, and big data. Collaborative innovation is gaining more and more attention and recognition. “Beidou+” has spawned more and more new application models, and the trend of industrial convergence becomes clearer. Wearable devices, new retail, driverless, integrated security and smart city construction In other fields of application, the market has great potential.
Co-constructing Beidou chip development platform
The Beidou system treats the logic of other navigation systems such as GPS as 'compatible' and 'autonomous and controllable'. On the one hand, the Beidou system does not exclude GPS and explores compatibility and interoperability with other navigation systems such as GPS to increase positioning accuracy and service quality. On the other hand, China needs to independently master satellite navigation technology.
A series of high-precision Beidou chips recently unveiled in Harbin. This is another step forward for the independent research and development of China's Beidou industry. The previous landmark event was that in September 2017, the world's first company to develop a new generation of Beidou III. Signal System's multi-system, multi-frequency, high-precision SoC navigation positioning chip was officially released.
Another noteworthy event is that Tacdo Microelectronics has recently won a C+ round of financing led by Guangdong National Kay Capital, with a total financing of more than Rmb100 million. This company is the largest supplier of Mobike Bicycle Locator chips.
The development of chips, plates, and core devices is an important part of the upstream, and it is also a key link related to the core competitiveness of the Beidou industry. In Harbin, only Haida, Beidou Xingtong, Xi'an Xide, and Huada Beidou have released their products. Or show the self-developed Beidou chip, Huada Beidou has also released the 'Beidou chip development platform'.
According to the White Paper, as of the end of 2017, the total number of patent applications for satellite navigation in China has exceeded 50,000, ranking first in the world for the first time. According to data from the National Navigation System Office, the cumulative sales volume of domestic Beidou chips exceeded 50 million pieces. The precision OEM board and receiver antenna have occupied 30% and 90% of the domestic market share, respectively.
But this does not mean that China has surpassed the international strong hand. 21st Century Business Herald reporter learned that at present, the domestic Beidou chip has achieved large-scale application, the process from 0.35 micron to 28 nanometers, the lowest single-chip price is only 6 yuan. As a key design link and packaging technology for the industrial chain, domestic companies have achieved full autonomy; but on the other hand, integrated application capabilities, around the core chip technology research and development and equipment manufacturing, are still the short boards of domestic companies.
An academician of the Chinese Academy of Engineering and professor Liu Jingnan of Wuhan University said in an interview with reporters that the production process of high-end chips will soon catch up with China. The development of the domestic Beidou chip industry is unlikely to have a 'cock' problem. It is now necessary to resolve two key issues. The problems are: first, the lithography technology for making chips, and second, the material problems of high-density, high-resolution wafers.
The 21st Century Business Herald reporter noted that at present, unlike the overseas giants such as Qualcomm, Intel, and Samsung, the domestic navigation chip R&D companies have a pattern of multiple and scattered. In addition, the chip industry is characterized by large investment, long cycle, and high risks. It is difficult to rely on one or two companies to become bigger and stronger.
A number of industry sources pointed out that the current domestic BeiDou navigation and positioning chip industry development model is relatively closed, to a large extent by the company's own resources, R & D investment and talent levels and other factors, it is difficult to promote the core technology level of the chip to promote their own fast .
Since the family can't do it, let's let everyone do it together. The product like “Beidou Chip Open Platform” reflects this logic.
The 21st Century Business Herald reporter learned from the Hokuto Beidou that this product will be developed through the Beidou chip open platform for core algorithms, open the original measurement data of the chip, provide chip hardware support for the decentralized R&D team, and jointly create the 'homegrown core hardware'. 'Homemade core algorithm' of domestic Beidou navigation positioning chip 'dual core' R & D and product architecture.
The "White Paper" pointed out that with the help of the Beidou chip open platform, joint R&D resources of the industrial chain and a brand-new 'juli force' R & D model to promote the overall strength of the domestic BeiDou navigation chip, it will greatly accelerate the Beidou navigation and positioning chip core technology. The speed of attack, thus promoting the application of domestic Beidou navigation and positioning chip application and industrialization scale.
'Beidou +' scene revolution
Following the 'chip' to the middle and lower reaches of the satellite navigation industry chain, the 'scene' is a key word that cannot be bypassed. It is precisely with the high-precision Beidou chip, Beidou technology more fields, commercialization of more scenarios. Only with the technical foundation. Many scene breakthroughs, but also GPS in front, the Beidou industry's "advanced behind" important strategy.
This was called “Beidou +” by people in the industry. According to statistics from the China Satellite Navigation and Positioning Association, in 2017, China’s total output value of satellite navigation and location service industry accounted for 51.92% of the total output value of terminal links such as terminal integration and system integration. The proportion of operating services increased to 36.81%, and the fastest increase in all aspects of the industry chain.
'Beidou +' can achieve breakthroughs in such a wide range of fields and scenes. On the one hand, due to the technical support of the high-precision Beidou chip, on the other hand, it is largely due to the 'dividend' given by the booming domestic new economy.
The hot case is 'Beidou + Vehicle Interconnection'. According to the White Paper, China's Beidou vehicle has seen a rapid development in 2017. The scale of users exceeded 22 million, an increase of 37.5% over 2016, and the car networking hardware market scale reached 26.4 billion yuan. Calculated according to the vehicle ownership of 310 million, the market penetration of Beidou vehicles is 7.1%.
According to Li Donghang, chief editor of the White Paper and director of the China Satellite Navigation and Positioning Association, in recent years, the loading and unloading rate of on-board Beidou navigation equipment has been continuously increasing. The application of Internet-linked information services and information security has become increasingly mature. Internet giants and automotive manufacturers have found a good fit in communication, navigation, cloud services, and multimedia information provision. This has led to the application of market technologies and services. The reform has become a new bright spot for the development of the Beidou industry.
The highlights are not just internet of vehicles. The smart city construction that has risen in recent years in China has also become a greenhouse of the “Beidou+”. Statistics show that as of 2017, 100% of sub-provincial cities in China, 87% of prefecture-level cities, total More than 500 cities are actively developing smart cities, and the total number of key projects signed exceeds 4,000. It is predicted that the market size of smart cities in China will exceed 6 trillion yuan in 2017, and the average annual compound growth will be in the next five years (2017-2021). The rate is about 32.64%.
With such a large market capacity, the smart city sector has become the market with the highest growth rate of the Beidou industry.
In the concrete scene of smart city construction, the earliest breakthrough was the high-precision positioning of gas pipelines. This was not unrelated to the action plan of the “100 City Bai Ba Bai” promoted by the former State Bureau of Surveying and Mapping. Various major domestic gas companies have established Beidou. The precision service application plan will gradually implement Beidou's precise application of in-depth integration with gas pipe network management. The number of cities implementing Beidou combined gas applications will be further expanded. Beidou Precision Services will benefit more than 500 million gas users across the country. In addition, Beidou is giving Drainage, heat supply, environmental protection, municipal management and other industries have also started trials in recent years.
The White Paper pointed out that the collection of key information through the Beidou high-precision space-time service has become a necessity in the construction of the industry. The precision application of Beidou, led by smart gas, is gradually forming an industry standard. It is expected that the urban infrastructure and The ever-increasing demand for digital management in the utility sector will become an important market for Beidou's high-precision applications. The overall market size of related industries will exceed 150 billion yuan.
The White Paper predicts that in terms of industrial prospects, the transportation industry will continue to be the mainstream of satellite navigation applications in 2017, in addition to the formation of certain market scale slope monitoring, tailings monitoring, precision measurement, urban underground pipe network management and precision agriculture, etc. In addition to applications, other areas such as high-grade railroad subsidence and leveling monitoring, traffic accident determination and rescue, vehicle autopilot, drone logistics, etc., have promising market prospects. It is expected that by 2020, the Beidou will be used in transportation and precision agriculture. , City, comprehensive security and smart city construction and other major market segments, the scale is expected to exceed 2 trillion yuan.
Wang Bo, deputy secretary-general of the China Satellite Navigation and Positioning Association, said that in the past five years, with the development of the satellite navigation industry, satellite navigation technology has been gradually applied to all walks of life. Beidou technology keeps up with the 'Internet+', big data and other new technologies, new The combination of economy. This gave the Beidou system 'change lanes to overtake' in order to surpass other world navigation systems such as GPS.