我国北斗综合应用渗透率约90%

Core Insights - The report indicates that by the first half of 2025, the number of various types of Beidou terminal devices (excluding consumer electronics) in China will exceed 33 million units, representing an increase of over 6 million units year-on-year, with a growth rate exceeding 22% [1] - The Beidou industry is experiencing deepening application across 14 key sectors, with terminal device applications exceeding 30 million units, reflecting a year-on-year growth of over 27% [1] - The comprehensive index of the Beidou industry has reached 1579 points by the first half of 2025, showing a year-on-year increase of 10.34% and a growth of over 60% compared to 2020 [2] Industry Application - The penetration rate of Beidou applications is approximately 90%, with significant adoption in the consumer sector, particularly in smartphones, where over 98% of the 130 million units shipped in the first half of 2025 support Beidou positioning [1] - A total of 52 smartphone models have prioritized Beidou by default, with a shipment volume of 27.818 million units [1] - The number of passenger cars equipped with Beidou terminals has exceeded 10 million units, indicating strong integration into the automotive sector [1] User Engagement - The daily active user count for the Beidou network-assisted public service platform (A-Beidou platform) has surpassed 100 million, marking an increase of 43 million users compared to the first half of 2024, which is a year-on-year growth of approximately 75% [1] Market Outlook - The Beidou market is expected to continue its strong growth trajectory, with the comprehensive index projected to exceed 1700 points in the second half of 2025 [2]