Investment Rating - The report does not provide a specific investment rating for the Location Based Services (LBS) industry [2]. Core Insights - The LBS industry integrates physical and temporal data with information space, leveraging technologies like the Internet and IoT to provide online analysis and collaboration services [2][3]. - The market is primarily dominated by large tech companies, supported by government policies, and is experiencing rapid growth due to increased penetration of terminal products, technological advancements, and emerging applications [2][12]. - Data security and privacy protection are significant challenges facing the industry [12][19]. Industry Definition and Chain Analysis - LBS is defined as a complex network system centered on location, integrating various technologies and vast amounts of spatiotemporal data to support diverse users [3]. - The industry can be categorized based on its supply chain, including upstream infrastructure suppliers, midstream technology platforms, and downstream application developers [26][30]. Industry Characteristics - The LBS industry is characterized by technology-driven advancements, diverse application scenarios, rapid development supported by major players, and the emergence of new market segments [12][16]. - The industry has seen a significant increase in precision of location services, with advancements in satellite navigation systems and wireless communication technologies [14][15]. Market Size and Growth - In 2023, the overall output value of China's satellite navigation and location services industry reached 536.2 billion RMB, a 7.09% increase from 2022 [16][34]. - The core output value, which includes satellite navigation technology-related components, grew by 5.5% to 161.1 billion RMB, accounting for 30.04% of the total output [34]. Competitive Landscape - Major players in the LBS market include Baidu Maps, Amap (Alibaba), and Tencent Maps, which dominate the market with significant user bases [16][29]. - The government emphasizes the development of the LBS industry through various policies, including the "14th Five-Year Plan" for digital economy development [16][33]. Emerging Trends and Applications - The LBS industry is witnessing the emergence of new application scenarios in sectors such as transportation, logistics, emergency rescue, and smart cities [18][40]. - The integration of LBS with technologies like 5G and AI is driving innovations in smart logistics, autonomous driving, and urban management [25][36]. Data Security and Privacy - The report highlights the increasing importance of data security and privacy protection in the LBS industry, particularly in light of new regulations and the sensitivity of location data [19][34].
位置即服务：基于位置的服务（LBS）市场洞察与技术革新 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-12-03 12:33