In the battle for Internet travel caused by a new round of "spoilers" such as Mobike and ofo, it is not only Internet entrepreneurs who are robbing the market, but also two high-precision satellite navigation systems of military origin: US GPS Global Positioning System (hereinafter referred to as GPS system) and China Beidou satellite navigation system (hereinafter referred to as Beidou system).
At present, Mobike has integrated GPS system and Beidou system into the vehicle device service. Ofo also announced on April 6 that it has reached a strategic cooperation with Beidou system.
On June 22, at the "Beidou + IoT Industry Application Summit Forum" co-organized by Huaxia Happiness (600340, SH) and Guangdong Tianwei Beidou Technology Co., Ltd. (hereafter referred to as Tianwei Beidou), Tianwei Beidou Operation Director Hua Zhi Bin told the "Daily Economic News" reporter that with the maturity of domestic related chip production technology and the decline in equipment costs, high-precision satellite navigation will usher in more civilian market demand.
At the forum site, Tianwei Beidou announced that it plans to cooperate with motorcycle manufacturers in Jiangmen, Guangdong to apply three navigation devices developed to motorcycles. Tianwei Beidou said that this move is intended to help improve motorcycle networking services and traffic management capabilities, and to gather the industrial cluster of Jiangmen Beidou vehicle networking and the development of the Internet of Things.
Beidou wants to compete with GPS for high-precision navigation market
It is understood that there are currently four giants of navigation satellites. In addition to the GPS system and the Beidou system, there are the Russian Glonass Global Positioning System and the European Galileo Satellite Navigation System.
China's satellite navigation and location service industry can be basically divided into upper, middle and lower reaches: upstream is navigation and satellite manufacturing, chips, OEM boards, modules, antennas, etc .; midstream is terminal integration, system integration; downstream is sales, operations, services . At present, domestic enterprises are mainly concentrated in the trade sector, accounting for 70% of the downstream share. They mainly sell foreign high-precision receiver products, modules, and OEM boards, and occupy a small share in the operation and service fields.
Zhihua Zhibin told reporters that in the domestic market, Beidou system and GPS system are not independent, and general chip manufacturing will be compatible at the same time, but it also means higher manufacturing costs and purchase costs. "When GPS systems dominated the vast majority of the domestic consumer market, only with the popularization of the domestic industrial chain and the improvement of technology, domestic chip manufacturers achieved dual-mode or even multi-mode chip products with prices similar to single-mode chips produced abroad. At this time, the entire industry will be able to ride and drive the Beidou system. "
According to industry sources, the Beidou industry has been adopted by most local governments as a strategic industry for the regional economic transformation and upgrading. As the mass consumer market demands more and more high-precision Beidou navigation position applications, the Beidou industry will usher in a new blue ocean with a level of 100 billion.
Lin Hongzheng, general manager of Tianwei Beidou, said at the forum that the application of the Beidou system to the motorcycle industry is a strategy to promote the transformation and upgrading of the motorcycle industry, and it will also play an important role in the transformation and upgrading of some traditional industries in the Pearl River Delta. effect.
The Internet of Things brings opportunities to the high-precision navigation market
"After the module is installed, the motorcycle becomes the smart device of the Internet of Things. For city management, it can reduce illegal parking and high theft rate. The dashboard of the motorcycle can also display information such as mobile phone calls, making riding more convenient. "Said Hua Zhibin.
ID According to IDC, the scale of the downstream market that the global Internet of Things is expected to affect in 2020 will exceed $ 3 trillion, with more than 25 billion systems connected to the Internet, and the total number of users using the Internet at the same time will reach 4.4 billion.
According to industry insiders, the technology maturity of China's Internet of Things is different at different levels, and sensor technology is the focus of research, and it is also the bottom cornerstone of the Internet of Things construction. At the same time, consumer electronics, mobile terminals, automotive electronics, robotics, biomedicine and other IoT applications and innovations place higher requirements on sensors, and also bring huge market opportunities to Chinese technology companies that produce high-precision navigation products.
Huaxia Xingfu's relevant person in charge said that the company is currently deploying three major satellite industrial bases nationwide.
In 2013, Ran Chengqi, spokesman for Beidou Satellite Navigation System and director of China Satellite Navigation System Management Office, announced a set of data. At that time, more than 95% of the domestic navigation industry was monopolized by GPS systems. "In 2020, Beidou ’s coverage in the sky The scope will be extended to the whole world, and how many markets Beidou System can grab back will test the capabilities of relevant Chinese technology companies. "