On May 18, the China Satellite Navigation and Positioning Association released the "2023 China Satellite Navigation and Location Service Industry Development White Paper" in Beijing. The white paper shows that the overall output value of my country's satellite navigation and location services industry will reach 500.7 billion yuan in 2022, an increase of 6.76% compared with 2021. Among them, the core output value of the industry, including chips, devices, algorithms, software, navigation data, terminal equipment, infrastructure, etc. directly related to the research and development and application of satellite navigation technology, increased by 5.05% year-on-year to 152.7 billion yuan. In the overall output value The proportion is 30.50%.
The white paper shows that the related output value derived from satellite navigation applications and services increased by 7.54% year-on-year, reaching 348 billion yuan, accounting for 69.50% of the overall output value. Currently, the total number of enterprises and institutions in the field of satellite navigation and location services in my country remains at around 14,000, with more than 500,000 employees. As of the end of 2022, the total number of related companies in the industry listed domestically was 92, and the output value of listed companies involving satellite navigation and location services accounted for about 9.02% of the country's overall output value.
The white paper points out that in 2022, the overall scale of Beidou applications will still be steadily increasing, the promotion mechanism will be further improved, the infrastructure will be improved, new progress will be made in standardization construction, the testing and certification system will be increasingly strengthened, key areas will continue to develop, and international cooperation will achieve steady development . The large-scale application of Beidou is opening a new chapter in marketization, industrialization and international development.
Entering 2023, with the implementation of major national strategies such as new infrastructure and digital economy, spatio-temporal big data, urban and rural digital bases, unmanned systems, intelligent information services, etc. are booming, further expanding the vast market for Beidou spatio-temporal information applications and services , has promoted the in-depth application of satellite navigation and location services in various industries and fields, market activity is expected to bottom out, and the overall economic benefits of the industry will also show a trend of stabilization and recovery.
Industrial development is generally stable, and the three major markets continue to improve.
The white paper shows that the domestic satellite navigation and location service market will be overall stable in 2022. According to research and analysis by the China Satellite Navigation and Positioning Association, the total sales of domestic satellite navigation and positioning terminal products in 2022 will be approximately 376 million units/set, including smartphones with satellite navigation and positioning functions. Shipments reached 264 million units, with terminal sales in the car navigation system market exceeding 12 million units, and sales of various positioning terminal devices including Internet of Things, wearable, vehicle-mounted, high-precision, etc. exceeding 100 million units/set.
In the professional application market, according to incomplete statistics, as of the fourth quarter of 2022, more than 20 million Beidou terminals of various types have been promoted and applied in 31 provinces, autonomous regions, and municipalities across the country. The transportation, public security, agriculture and other industries have initially realized the large-scale application of Beidou, and are accelerating the large-scale application of Beidou in the fields of communication timing, meteorological monitoring, emergency disaster reduction, and urban management.
Among them, in the transportation field, more than 8.1 million Beidou terminals of various types have been promoted and applied in road operating vehicles, postal express vehicles, inland river ships and ocean-going ships, water navigation aids, general aircraft, etc.; in the mobile communications field, nearly 8.1 million Beidou terminals have been used. 3.3 million 4G and 5G base stations use Beidou timing; in the agricultural field, nearly 1.6 million Beidou terminals of various types have been promoted and applied in agricultural machinery automatic driving, agricultural machinery remote monitoring, fishing vessels, etc. In addition, the high-precision market is also developing further and rapidly. In 2022, the total sales of various high-precision application terminals in the domestic market will exceed 2 million units/set, of which more than 80% are terminals using domestic high-precision chips or modules.
Beidou professional applications
In terms of the mass application market, in 2022 the Beidou system will be further integrated into people's daily lives, making the public more "feelable", forming more application scenarios, and effectively expanding the application scale of Beidou mass market. Baidu Maps and Amap have successively announced their official switch to Beidou priority positioning. The average daily usage of Beidou positioning services has exceeded 360 billion times. Since the Beidou inspection and certification system was officially released in March 2021, it has issued Beidou certification for nearly twenty smartphones from OPPO, Vivo, Apple, Xiaomi, Honor and other companies, as well as multiple smart two-wheelers from Hello, Meituan and other companies. Certification certificate, which paves the way for Beidou applications to fully enter the mass market.
At the same time, Beidou is becoming a standard configuration of smartphones. Domestic smartphone shipments will reach 264 million units in 2022, of which 260 million mobile phones support Beidou functions, accounting for 98.5%. At present, most domestic mobile apps involving map services, navigation and shopping already support Beidou applications. The world's first mobile phone that supports Beidou-3 regional short message communication service has been officially released. Users can send text messages through Beidou satellites without changing cards, numbers, or adding peripherals. As of the end of 2022, a total of 24 provincial-level administrative regions in my country have issued autonomous driving policy documents, including the "Shenzhen Special Economic Zone Intelligent Connected Vehicle Management Regulations", the country's first local regulation on the management of intelligent connected vehicles. In 2022, there will be more than 200 investment and financing projects in the field of intelligent connected cars, with a total financing amount of nearly 100 billion yuan.
In addition, smart wearable devices with functions such as positioning and monitoring have made great progress in smart elderly care and other aspects, and have opened up new application scenarios such as smart sports. In 2022, China's wearable market (including smart wearable devices with positioning, monitoring and other functions) will ship approximately 120 million units, of which more than 35 million units have GNSS positioning functions.
In 2022, the Beidou special application market will maintain steady growth. In the field of disaster prevention and reduction, as of June 2022, the "Beidou + Safety Intelligent Monitoring and Early Warning Cloud Platform" has been deployed in transportation, water conservancy, geological disasters, housing and construction, emergency, energy, mining, It has been successfully applied to more than 600 structures in industries or fields such as the environment, with more than 8,000 monitoring points deployed and 600 safety warnings completed.
According to incomplete statistics, as of the fourth quarter of 2022, the public security industry has promoted and applied more than 4.5 million Beidou terminals of various types in aspects such as information collection, mobile policing, communication support, and command and dispatch; in forest and grassland fire prevention, forestry inspections, etc. Nearly 110,000 Beidou terminals of various types have been promoted in the fields of forestry law enforcement, pest investigation, hydrological monitoring, etc., realizing route planning and navigation, personnel and vehicle positioning, forest and grass patrol, disaster monitoring, personnel safety management, etc. Business applications.
The white paper points out that as Beidou applications become ubiquitous, embedded, invisible, standard and operational, more market demands in the future will gradually shift from the need for positioning, navigation and timing technology and comprehensive location services to the need for comprehensive location services. The need for spatiotemporal information collection and services will make Beidou application scale larger, application scenarios and models more diversified, and the market will be redefined, forming a new economy focused on spatiotemporal information acquisition, processing and services. form and will surely become an important part of the digital economy.
The obvious advantages of regional agglomeration help the high-quality development of the industry
In 2022, the five major industrial regions and key industrial development cities with traditional development advantages will actively combine the development needs of major national strategic regions and their own characteristics to further increase their efforts in the satellite navigation and location service industry, make a comprehensive layout, and consolidate the unique advantages of regional development. , maintaining stable growth overall. According to research statistics, in 2022, the five major regions will achieve a comprehensive output value of approximately 377.8 billion yuan, accounting for 75.44% of the country's overall output value.
Among them, the comprehensive output value of the Beijing-Tianjin-Hebei region reached 104.8 billion yuan, the comprehensive output value of the Pearl River Delta region reached 102.8 billion yuan, the comprehensive output value of the Yangtze River Delta region reached 76.9 billion yuan, the comprehensive output value of central China reached 49.7 billion yuan, and the comprehensive output value of the western region reached 43.6 billion yuan. . According to incomplete statistics, as of the fourth quarter of 2022, a total of more than 13 million Beidou terminals/sets of various types have been promoted and applied in the five major regions. From the perspective of the larger national major regional development strategy, various Beidou terminals have been promoted and applied in the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Hainan Free Trade Port, Yellow River Basin, Yangtze River Economic Belt and other regions. Nearly 17 million units/set.
Distribution of output value in key regions of my country’s satellite navigation and location services industry
Among them, Beijing, Shanghai, Hubei, Hunan, Hebei, Henan, Zhejiang, Shaanxi, Sichuan and other provinces and cities covered and involved in the Beijing-Tianjin-Hebei region, the Yangtze River Economic Belt and the Yellow River Basin have further increased policy support and successively issued plans for the development of a full-chain Beidou satellite industry cluster, supporting technological innovation in the Beidou field, supporting Beidou's priority large-scale application, cultivating and strengthening satellite navigation market entities, and promoting the development of industrial clusters. They will work together to promote Beidou, 5G, big data, artificial intelligence and other technologies in emergency rescue, surveying and mapping, deformation monitoring, intelligent driving, geographic information, national land space planning, farmland protection, geological disaster prevention and control and many other fields. In-depth integration to achieve intelligent upgrading of industries and applications.
In addition, major national strategic regions such as the Yangtze River Delta and Beijing-Tianjin-Hebei have also stepped up their efforts in infrastructure interconnection and building the Beidou location service platform, forming a satellite positioning reference service system with regional integrated service capabilities and 100,000 concurrent users. The navigation and positioning service capabilities further promote cross-regional cooperation in navigation and positioning services and accelerate the coordinated development of Beijing-Tianjin-Hebei and the integrated development of the Yangtze River Delta. As an important part of the Yangtze River Economic Belt, the Chengdu-Chongqing Economic Circle and the Hubei-Hunan region take advantage of the rich scientific research resources in Chongqing and the agglomeration of geographical information enterprises in Hubei Province to strive to build a national Beidou industry innovation and development demonstration zone and a national-level IoV pilot demonstration District and Beidou Industrial Base.
As important provinces in the Yellow River Basin, Shandong, Shanxi, Qinghai, Gansu, Ningxia and other provinces and autonomous regions use Beidou to build demonstrations in areas such as ecological monitoring in the Yellow River Basin, river survey and management, soil and water conservation, dynamic fishing vessel supervision, and dryland agriculture in cold areas along the Silk Road. application to solidly promote ecological protection and high-quality agricultural development in the Yellow River Basin. The Guangdong-Hong Kong-Macao Greater Bay Area carries out the application of Beidou in smart ports, smart energy, smart construction and other aspects, promotes the intelligent construction of infrastructure, and effectively supports the development of regional characteristics. Hainan Free Trade Port accelerates the construction of high-precision positioning network reference stations to meet the application needs of remote sensing measurement and control, engineering measurement, mechanical automation, surveying and mapping, hydrological monitoring, earthquake monitoring, emergency communications and other applications, and builds a batch of Hainan Free Trade Port characteristics. Smart transportation and logistics pilot demonstration projects, vigorously promote the application of "Beidou+".
"Industry + Region" application deepens, Beidou comprehensive benefits are significant
With the implementation of relevant national and industry policies and plans, as well as the increasingly strong demand for industry and regional economic transformation, upgrading and development, "+Beidou" applications have developed rapidly and have a significant effect on empowering traditional industries. At present, Beidou is realizing deep and organic integration with various applications, and is further developing into industry depth and regions. The "industry + regional" Beidou application service model and the Beidou integrated application system are gradually taking shape. On the one hand, Beidou industry applications continue to deepen, forming a deep integration with a variety of applications, continuously improving the digital and intelligent development level of the industry, and continuously improving the industry's refined management capabilities and security controllability; on the other hand, Beidou applications are integrated with regional high-tech Quality development needs, fully tapping the market potential, actively expanding the application of Beidou spatio-temporal information and location services in vehicle-road collaboration, unmanned distribution, intelligent transportation integration, intelligent infrastructure construction, intelligent urban and rural construction, etc., strongly supporting major regions The development strategy has injected new momentum into regional construction and economic development transformation and upgrading.
In the fields of transportation, disaster prevention and reduction, agriculture, electricity, gas, petroleum and petrochemicals, etc., the spatio-temporal information provided by Beidou has penetrated into the most basic business links, and the scale of promotion and application of Beidou equipment has exceeded tens of millions, and remarkable achievements have been achieved. economic and social benefits. For example, the application rate of Beidou for the supervision of key operating vehicles is 100%. Beidou is used to supervise the safe and compliant driving of drivers, which has greatly reduced the incidence and mortality of traffic accidents; Beidou’s high-precision gas leak detection technology has supported 150 gas companies across the country to detect 70 More than 10,000 kilometers of gas pipelines have significantly reduced the risk of safe operation of the gas pipeline network; low-price, low-energy Beidou landslide early warning instruments have been installed at more than 22,000 potential disaster points in 17 provinces in China, realizing "human defense + technical prevention" and improving disaster early warning. capabilities, effectively ensuring the safety of people's lives and property; the application of agricultural machinery Beidou has been deepened in unmanned farms, with significant effects on increasing production, saving energy, and generating income; Beidou positioning and navigation, timing and frequency service, and short message communication applications have been integrated into more than 20 business scenarios in the power industry In the future, it will also support the digital transformation and development of the power grid; Sinopec, PetroChina, and CNOOC vigorously promote Beidou to replace GPS equipment, and closely integrate all aspects of the petroleum and petrochemical industry, and actively apply Beidou to fully empower the digital and intelligent development of petroleum and petrochemical production and construction.
Beidou applications deepen their development in industries and regions
In addition, all provinces, cities and regions across the country are also actively targeting their own development needs, combining existing foundations, advantages and characteristics, and vigorously promoting the in-depth application of Beidou spatio-temporal information and location services combined with local traditional economies to achieve the development level and scale of the local Beidou industry. Comprehensive improvement, thereby helping the transformation, upgrading and high-quality development of the local economy. For example, in response to the needs of the Beijing-Tianjin-Hebei region for the digitalization and integrated development of transportation logistics, the Beijing-Tianjin-Hebei region has carried out Beidou + vehicle-road collaboration and Beidou + unmanned delivery application demonstrations, which have effectively improved the efficiency of road transportation and terminal distribution.
In response to the demand for smart infrastructure development in the Guangdong-Hong Kong-Macao Greater Bay Area, many projects such as the Zhuji-Macao Intercity Phase II "Four Electric Power" Project, the Three Gorges Yangjiang Shapa Offshore Wind Power Project, the Mawan Cross-Sea Channel, and the Nansan Island Bridge are under construction The application of Beidou technology improves the overall construction efficiency. In line with the development needs of intelligent and integrated transportation, the Yangtze River Delta region uses Beidou to realize cross-regional operation of the bus systems in Shanghai Qingpu, Suzhou Wujiang, and Jiaxing Jiashan, advancing the process of integrated development. The ongoing Beidou water conservancy comprehensive application demonstration will also help ecological protection and high-quality development in the Yellow River Basin.
In addition, Shanxi Province plans to build an industrial system integrating Beidou, remote sensing, drones, and 5G; Jiangxi Province develops Beidou + smart municipal applications; Shandong Province will use Beidou to carry out "two high" industry supervision and other services; Deqing, Zhejiang, and Shiyan City, Hubei Yunxi County, Hunan Zhuzhou, Jiangsu Dongtai High-tech Zone and other places have built characteristic Beidou industrial parks based on their own development positioning. The promotion of Beidou applications and the construction of characteristic parks in these places will bring new growth points to local economic development.
The white paper points out that the accelerated digital transformation and upgrading of my country's industries will inevitably bring about a new situation in the development of the information industry, from drone inspections and drone mapping to unmanned farms and unmanned ports, automation and unmanned Transformation has become a general trend. The role of Beidou has also gradually changed from the initial collection of spatio-temporal information to in-depth integration with existing businesses in target industries, creating new working models and forming new service formats, in terms of safety, accuracy, remoteness, quality improvement, and efficiency enhancement. Produce significant effectiveness. This will create a broader market space for the marketization, industrialization and large-scale development of Beidou.
