2024年中国GNSS芯片行业研究报告：支撑物联网、车联网应用落地的核心器件（摘要版）

Industry Overview - The GNSS chip industry is a core component supporting IoT and vehicle networking applications, with high technical barriers and significant investment requirements [7][9] - GNSS chips are classified into navigation-type (accuracy of several meters to tens of meters) and high-precision-type (accuracy within one meter) based on positioning error [9][10] - The GNSS chip industry is highly technology-intensive, with design complexity impacting performance, sensitivity, power consumption, size, and cost [11] GNSS Industry Chain - The GNSS industry chain consists of upstream (chips, boards/modules), midstream (terminal products), and downstream (application services) [12][13] - Upstream GNSS chips and modules have high gross margins but low market share, while downstream application services have the largest market share [7][18] - In 2022, the output value of GNSS basic devices in China's satellite navigation and location service industry increased by 12.47%, accounting for 3.71% of the total industry output value [18][20] Market Trends and Growth - Global GNSS terminal ownership is expected to grow from 6.4 billion units in 2019 to 9.5 billion units in 2029, with total output value increasing from €155.7 billion to €324.4 billion [7][23] - China's satellite navigation and location service industry reached a total output value of ¥500.7 billion in 2022, with core output value accounting for 30.5% and associated output value for 69.5% [7][27][29] - The top three application scenarios by output value are smartphones (30.8%), car navigation systems (25.8%), and autonomous driving (5.9%) [29] Key Players - Sinan Navigation: A leading domestic high-precision GNSS chip and module manufacturer, achieving import substitution and international competitiveness [31][32] - Hexin Star: A high-tech enterprise specializing in high-performance satellite positioning and multi-source fusion core algorithms, offering GNSS products with millimeter to meter-level accuracy [34] Technological Developments - Multi-mode, multi-frequency, and multi-channel technologies are the main trends in GNSS module development [16] - High-precision GNSS receivers are widely used in surveying, mapping, and autonomous driving, with key performance indicators including satellite system support, positioning accuracy, and battery life [23]