The Boundary Of "Beidou": Accelerating The Implementation Of Urban Application With An Annual Output Value Of Over 300 Billion

More than 3000 delegates and top experts in the field of satellite navigation gathered in Chengdu New Exhibition Center recently. The heat of the 11th China satellite navigation annual meeting is not easy under the background of the new epidemic situation in 2020.

At more than 9:00 a.m. on November 24, the exhibition booths in the venue were crowded with industry personnel who came to visit and exchange views. "Since the completion of Beidou networking last year, the whole industry has been driven up, mainly due to the demand for cloud to end integration. In particular, the sales volume of end products has increased significantly. " An insider from the North Electronics Research Institute Co., Ltd., a subsidiary of China ordnance industry group, told the 21st century economic reporter that he had received significantly more consultation than in previous years. The reporter found that the use of "Beidou + 5g" has become the focus of attention at the annual meeting, and various terminals such as mobile phones, law enforcement instruments and smart event cards have emerged in endlessly. Beidou related industry chain also involves mapping, timing, chip and other aspects. Among them, "precision" service will become a new outlet in the market.

According to the report "construction and development of Beidou satellite navigation system" released by China satellite navigation system management office at the annual meeting on 23rd, the total output value of China's satellite navigation and location service industry has increased by more than 20% annually in the past 10 years, reaching 345 billion yuan in 2019 and expected to exceed 400 billion yuan this year.

Ran Chengqi, director of China's satellite navigation system management office, revealed that Beidou will contribute more than 80% of its 400 billion output value. "We hope that in the next five years, Beidou industry and satellite navigation industry can exceed 1 trillion yuan, especially the deep integration with cloud computing and big data, including artificial intelligence, which will bring unlimited application industry prospects."

With the advent of 5g, the further integration of communication infrastructure and space-time infrastructure will inevitably bring greater opportunities. Xinhua News Agency

Intelligent city brings new opportunities

Seemingly far away, the application of Beidou navigation has inadvertently come to the side. The positioning and navigation functions of Beidou are widely used in map navigation, takeaway ordering, online car hailing, etc. According to a set of data provided by Cao Chong, chief scientist of China satellite navigation and positioning Association, 90% of mobile phones in the world have supported Beidou since Apple released its iPhone 12 model to explicitly support Beidou navigation system for the first time.

Beidou is more widely used in the public domain. Recently, Chihiro released the world's first space-time intelligent operating system, code named "Kunlun mirror". The system supports large-scale space-time perception, computation and collaboration at the city level. It can provide high-precision real-time positioning, high-definition dynamic map and high-precision time synchronization capability on the basis of wide area and unified space-time benchmark.

"In the past years, the annual meeting only focused on Beidou. This year, a new word was added, which is called" space time information ". So many people will pay attention to the Beidou industry, mainly because of the acceleration of the digital process, especially the epidemic situation. In the process of digitization, the demand for spatiotemporal information is also increasing rapidly. For example, the most important information of the health code that we are promoting nationwide is location-based services. Where does the information come from? It is through the satellite navigation system such as Beidou that the mobile phone can help you record it. " Chen Jinpei, CEO of Qianxun location, believed that "time and space" is not only in the field of production, but also in the field of life.

He also mentioned that the future of intelligent city is a great opportunity. If a city wants to be digital and intelligent, it must have three infrastructures: one is the computing infrastructure, which is used to process data; the second is the communication infrastructure, which is used to transmit data; the third is the space-time infrastructure, which is used to generate data.

At present, Deqing, Shangyu, Tongling and other cities, as well as State Grid and China Southern Power Grid, have taken the lead in deploying the "Kunlun mirror" space-time intelligent operating system. It is understood that in Guangdong power grid, the inspection work of power transmission, power transformation, power distribution and other links that need to be completed manually has been able to achieve full coverage of UAV autonomous flight operations.

How long is the large-scale application of Beidou? Chen Jinpei believes that in order to achieve large-scale application at the level of 100 billion, the growth rate will be very fast in the next five years. At present, the key expansion areas are in the third and fourth tier cities. The bigger the city is, the more complex it is. It is not only the collaboration of technology and data, but also a long period. However, the governance of county-level cities is more difficult than that of big cities to some extent, because there is no foundation of science and technology. "There are more than 2000 county-level cities in China. If each county-level city invests 100 million yuan, this is a 200 billion market opportunity. So we have to sink technology. "

5g + space time accelerated fusion

The effect of Beidou application commercialization has been reflected in the industry. In the third quarter of 2020, aerospace Hongtu achieved a revenue of 409 million yuan, a year-on-year increase of 46.93%, and a net profit of 34.103 million yuan, a year-on-year increase of 1445.89%.

At the same time, the first Beidou satellite company was listed on the market, and its performance was boosted in the industry. In 2016-2019 and the first three quarters of 2020, the operating revenue of Beidou Xingtong was 1.617 billion yuan, 2.204 billion yuan, 3.051 billion yuan, 2.987 billion yuan and 2.522 billion yuan respectively, and the net profits were 52 million yuan, 105 million yuan, 107 million yuan, 651 million yuan and 106 million yuan respectively. The year-on-year growth rate of net profit was 102.99%, 1.66%, - 710.59% and 3616.24%.

With the advent of 5g, the further integration of communication infrastructure and space-time infrastructure will inevitably bring greater opportunities. Yang Changfeng, chief designer of Beidou satellite navigation system engineering, pointed out at the 2020 world 5g conference that the localization of core components of beidou-3 has reached 100%, and a complete industrial chain has been formed. The basic products have achieved self-control, and the performance indicators are equivalent to the international mainstream products. At the same time, 22nm chip products have entered mass production, and the sales volume has exceeded the scale of 100 million.

"80% of the information in people's life is related to the location, and the indoor and outdoor location service has become the basic needs of people's life and work. Especially in the indoor environment, such as shopping malls, airports, underground mines and so on Yang Changfeng believes that 4G requires a positioning accuracy of 50m, while under 5gr17 standard, the positioning accuracy of industrial Internet application is required to be better than 0.2m, and the application accuracy of Internet of vehicles is better than 0.1M. To achieve this goal, we can not do without the innovative application of 5g + Beidou.

According to the data, there are more than 700000 5g base stations in China, basically realizing the city level 5g coverage, and the cumulative number of 5g terminal connections has exceeded 180 million. Although Beidou application is still in the early stage of commercialization, there is the possibility of demand explosion in intelligent wear, unmanned driving and other fields. At present, China's independent research and development of Beidou navigation products and systems, involving a wide range of fields, including transportation, agriculture and fisheries, communication systems, disaster relief and disaster reduction and so on.

At present, all components of beidou-3 system have been independently researched and developed, and a whole industry chain composed of Beidou basic components, terminal integration, system integration and downstream application services has been formed. According to CCID data, by the end of 2019, the cumulative sales volume of domestic Beidou navigation chip modules has exceeded 80 million, and the sales of high-precision boards and antennas have occupied 30% and 90% of the domestic market share respectively, and have been exported to more than 100 countries and regions.

In the future, with the ability of high-precision positioning, high-precision time and high-definition image, the integration of Beidou system and 5g will bring more imagination space for smart city, smart manufacturing, smart agriculture and smart home.

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