BeiDou surpassed the U.S. GPS, completely independent and controllable, or will become the best global navigation system

        After the official opening of BeiDou 3 navigation, the pattern of the international navigation market has undergone profound changes, the U.S. GPS is no longer the only choice of countries, GLONASS and Galileo two systems, directly into the second echelon, in addition to the country's own use, basically lost the opportunity to develop outside.

The BeiDou system has two major functions of navigation and positioning and communication and digital transmission, and provides seven kinds of services, mainly including positioning, navigation and timing (RNSS), global short message communication (GSMC), international search and rescue (SAR), satellite-based augmentation (SBAS), ground-based augmentation (GAS), precise single-point positioning (PPP) and regional short message communication (RSMC).

        Among them, it can provide services of positioning, navigation and timing, global short message communication and international SAR on a global scale, while it can provide services of satellite-based augmentation, ground-based augmentation, precision unit positioning and regional short message communication in China and its neighboring areas.

        Beidou system was designed to provide such a powerful service, is to run to the world's first to go, & ldquo; Iron must be hard & rdquo;, to really go global, must have 100% independent control ability, otherwise it will be in some key moments by the constraints of some countries. BeiDou is in the whole upstream and downstream industry chain are done over 100% independent control.

        The global satellite communication system mainly involves three parts: the space segment, the ground segment and the user end. The space segment mainly contains satellite manufacturing and satellite launching, because it involves core technology and core interests, mainly the country is investing in the construction; while the ground segment contains a lot of content, there are basic devices, terminals, base stations, etc., the industrial value is high, there is a certain amount of high-tech content, it is the key point of the relevant enterprises' competition; while the user side is mainly some terminal services, such as navigation, measurement, timing and other applications. With the increasing level of terminal intelligence, the user side has penetrated into the daily life of everyone, such as we go out and open the Gaode search destination, similar demand in this area will be more and more, this piece of the market is full of imagination.

        The space segment is under construction at the national level, and it is certainly 100% fully autonomous, so we will not discuss it too much here, and we will mainly look at the ground segment and the user side.

Upstream of industry chain:

        The core of the ground segment is the basic devices, mainly antenna RF chip, baseband chip and board card. The performance of these devices determines the quality of signal transmission.

        After the breakthrough of technical bottlenecks by domestic chip makers, the BeiDou 3 chip has completely realized domestic substitution, and its overall performance is better than that of similar foreign products. BeiDou chip R&D and production manufacturer BeiDou Starcom said in a press release in August 2020 that the domestically-made 28-nanometer BeiDou chip has been mass-produced, and the 22-nanometer has been in the customer verification stage, and is expected to be mass-produced in 2021 on a large scale.

        China's satellite navigation chips are now not only able to meet their own needs, but the export volume is also increasing year by year, according to 2019 data, the shipment of satellite navigation chips and modules has exceeded 100 million pieces, exported to more than 100 countries and regions.

        In addition to the chip, the antenna is also a very important device, without the antenna will not be able to receive the signal of the BeiDou, and now most of them are ceramic antenna, ceramic antenna is also the core technology, which has been realized in the domestic on the import of the complete replacement, but also exported to more than 100 countries and regions.

        Another important hardware is used for information demodulation and demodulation OEM boards, the current domestic OEM boards have broken the technology monopoly of overseas companies, OEM boards that is, through the chips, circuits and related embedded control software, a collection of board-level products, equivalent to the motherboard of a computer, demodulation and demodulation of the information after the reception of the signal is the core device of the high-precision terminals, accounting for more than 60% of the total cost of the terminals. According to the function, it can be divided into measurement type board and navigation type board.

        It is estimated that the OEM boards will reach a scale of 100 billion yuan, the current price of the boards are relatively expensive, the domestic full-system high-precision OEM boards are priced between 3,000-10,000 yuan, and it is expected that by 2025, although the price of the boards has declined, the entire market scale will reach 630 billion yuan. If these boards are manufactured by foreign companies, the price will be even higher.

Industry chain midstream:

        The midstream of the satellite navigation industry chain is divided into terminal equipment and system integration.

        Terminal equipment carries navigation and positioning functions, which is an important reflection of the level of development, and the competition is focused on consumer terminals. The products include vehicle navigation terminals, portable navigation terminals, high-precision measurement terminals and so on. They can be further divided into professional terminal products and consumer terminal products. Professional terminal products include high-precision surveying and mapping terminals, timing terminals, etc., which are mainly used in military industry and other fields, with high precision requirements and expensive prices; consumer terminals include all kinds of navigation terminals, which are used for vehicle navigation, monitoring and information services. The market access threshold of consumer terminals is lower, the scale is larger than that of professional terminals, and it is easier for private enterprises to enter the market, so the market competition of terminal products is concentrated in the consumer terminal market. The breadth and depth of the application of BeiDou navigation system in consumer terminals depend on the decline of product prices and technological progress.

        Satellite navigation in the civil field has a wide range of applications. Satellite navigation in the civilian field of application is mainly for mapping, displacement monitoring, agricultural machinery, security and machinery automation, make full use of the advantages of satellite navigation, high precision, low latency, the relevant market has obvious development advantages, the BeiDou system formally landed to improve the signal blind spot problem, so that the accuracy of a substantial increase.

        The market size of surveying and mapping instruments will be on an upward trend. Displacement monitoring applications are gradually expanding, and the market size is rising.

Industry chain downstream:

Although the operation service of satellite navigation system is in the downstream, its value accounted for the first place in the industry chain. In the satellite navigation industry chain, downstream operation services mainly provide end-users with location, monitoring, high-precision positioning and other services, with the value proportion showing a year-on-year upward trend.

Operation services can be subdivided into satellite-based enhanced positioning services and ground-based enhanced positioning services, which are complementary to satellite navigation systems. Both satellite-based and ground-based augmented positioning services have realized domestic system substitution and layout.

Summary:

        The above introduces the upstream, midstream and downstream of China's BeiDou satellite navigation system industry chain, and the whole industry chain has reached 100% independent and controllable, that is to say, if we can not only provide foreign countries with BeiDou navigation signals, but also packaged technology, equipment and services for export, we can not only speed up the efficiency of the deployment of BeiDou system in foreign countries, but also save a lot of costs. This will not only accelerate the deployment efficiency of Beidou system in foreign countries, but also save a lot of cost, which is more conducive to the global promotion of Beidou.

        After reading the introduction of the whole Beidou industry chain, you should have an understanding of the industrial layout of the whole system of Beidou, but these questions only show that Beidou system has strong core competitiveness in the global scope, and does not say that Beidou and our common people have any relationship. In fact, with the development of intelligent terminals, Beidou has penetrated into every aspect of our life, and it can be seen that Beidou has surpassed the U.S. GPS, is completely autonomous and controllable, and will become the best global navigation system.