· 小型産業資産トラッカーは、工業資産追跡アプリケーションで使用され、大規模なGPS対応資産タグの管理を目的としています。これにより、小包や箱、ロールケージ、家畜、広範なサプライチェーンの監視が可能になります。メンテナンス作業はトラッカーを常に稼働させることに集中しなければならず、高負荷アプリケーションで実現可能になるのはこれに限られます。バッテリーの寿命は、トラッキング性能と消費電力の比率を最適化するためのハードウェアとファームウェアの一連の調整を使用することで大幅に延ばすことができます。しかし、低消費電力の資産追跡および関連アプリケーションで野心的な消費電力目標を達成することは難しい場合があります。GNSSレシーバーを最終製品に統合する方法は多くあり、その中にはより省エネルギーなものもあります。

· 2022年2月、コロラドに拠点を置くDroneeは、GNSSサポートと長距離低消費電力LoRa無線アップリンクを組み合わせたオープンソース資産トラッカー「Loko」の発売準備を進めていると発表しました。デバイスのユニークなセリングポイントは、長いバッテリー寿命であり、位置情報をどのくらいの頻度で送信するかによって、内部バッテリーの充電1回で30日以上から1年にわたって動作することができます。

· COVID-19の影響で新しいアプリケーションが多数誕生し、GNSSチップの使用が増加しました。例えば、COVID-19は供給チェーン資産を正確に輸送および追跡する必要性を高めました。GNSSの効果的な使用は、自己隔離中の人々のための仮想的な境界を設定するプロセスであるジオフェンシングを通じて、隔離監視と実施に利用されています。一般的に、位置データはスマートフォンや他のサポートデバイスから収集され、自己隔離の違反が発生した際に地元当局に通知するために使用されます。

· Android 7.0のリリース以来、Androidで動作するスマートフォンによって追跡された生のGNSS測定値にアクセスできるようになりました。これらのGNSS観測値は、特別に開発されたアルゴリズムと補正データを使用して、ユーザーの位置を直接推定するために使用できます。スマートフォンは、簡単で費用対効果の高いGNSSチップとアンテナを搭載しているため、挑戦的で低品質の測定値を提供します。さらに、ほとんどのスマートフォンは、単一の周波数でGNSS測定を提供。

· 正確なポイント位置測定（PPP）は、全球測位衛星システム（GNSS）データに対する最も有望な処理技術の一つです。この技術は、精密な衛星製品（軌道、クロック、バイアス）を使用し、ユーザーの位置を推定するために高度なアルゴリズムを適用することが特徴です。相対位置決定法とは異なり、PPPは近くの基準局や地域参照ネットワークに依存しません。さらに、PPPは非常に柔軟であり、スマートフォンの（単周波）GNSS測定の困難な性質を考慮すると、別の利点となります。

· 2021年3月、中国は第14次五カ年計画を策定しました。この計画は、今後5年間の発展のあらゆる側面に触れ、中国の2035年ビジョンを示しています。第14次五カ年計画は、研究開発（R&D）と革新に対する持続的な強調が中国のGNSS産業に大きな影響を与えることとなります。「北斗システムの推進と使用の深化；産業の高品質成長を促進する」という方針が、重要な国家戦略プロジェクトとして計画の中で提唱されています。この戦略は、GNSS産業の研究開発の推進、北斗の産業応用の促進、および重要なコア技術の進展の加速を意味すると期待されています。

• 1 イントロダクション

  • 1.1 調査の前提・市場の定義

  • 1.2 本調査の範囲

• 2 調査手法

• 3 エグゼクティブサマリー

• 4 市場考察

  • 4.1 市場概要

  • 4.2 業界ステークホルダー分析

  • 4.3 業界魅力度 - ポーターのファイブフォース分析

    • 4.3.1 新規参入の脅威

    • 4.3.2 買い手の交渉力

    • 4.3.3 サプライヤーの交渉力

    • 4.3.4 代替品の脅威

    • 4.3.5 競合・競争状況の激しさ

• 5 市場力学

  • 5.1 市場の促進要因

  • 5.2 市場の課題

    • 5.2.1 消費電力に関する複雑さ

  • 5.3 市場機会

  • 5.4 COVID-19の市場インパクト

• 6 市場セグメンテーション

  • 6.1 デバイスタイプ別

    • 6.1.1 スマートフォン

    • 6.1.2 タブレット＆ウェアラブル

    • 6.1.3 パーソナル・トラッキング・デバイス

    • 6.1.4 低消費電力型アセットトラッカー

    • 6.1.5 その他デバイスタイプ

  • 6.2 地域別

    • 6.2.1 北米

    • 6.2.2 ヨーロッパ

    • 6.2.3 アジア太平洋

    • 6.2.4 ラテンアメリカ

    • 6.2.5 中東・アフリカ

• 7 競合情勢

  • 7.1 企業プロファイル

    • 7.1.1 Apple Inc

    • 7.1.2 Garmin Ltd

    • 7.1.3 Fitbit (Google)

    • 7.1.4 Samsung

    • 7.1.5 Huami Corporation

    • 7.1.6 Fossil Group Inc

    • 7.1.7 Samsung Electronics Co. Ltd

    • 7.1.8 Huawei Technologies Co. Ltd

    • 7.1.9 Xiaomi

• 8 投資分析

• 9 市場の展望

The GNSS-Enabled Consumer Device Market is expected to register a CAGR of 4.9% during the forecast period (2022-2027). The increasing volume of consumer electronics equipped with navigation and positioning features is expected to create a considerable demand for GNSS. For instance, Cisco reported that Wearables used in North America and the Asia Pacific are together forecast to account for around 70% of the wearable 5G connections worldwide in 2022. According to Cisco, in 2021, 258.2 million connected wearable devices are expected to get a connection in the Asia-Pacific region. Over the forecast period, such growth in demand for consumer electronics is expected to retain it as the largest consumer of GNSS chips.

· Escalating the Internet of Things (IoT) usage and wearable devices that use location information has increased the demand for GNSS receiver LSIs. Precise positioning and reliable communications must be ensured for the proper operation of IoT and wearable devices, which are used even in challenging communication environments and unstable conditions. Further, device size constraints necessitate a compact battery, whereas satellite signal reception and positioning when using GNSS functionality consume a lot of power, resulting in poor battery life. Therefore, various technology companies are developing and launching new products that augment the capabilities of wearable devices.

· Further, the new generation of Android smartphones is equipped with high-performance Global Navigation Satellite System (GNSS) chips capable of tracking dual-frequency multi-constellation data. Moreover, starting from Android version 9, users can disable the duty cycle power saving option; thus, better quality pseudo-range and carrier phase raw data are available. Also, applying the Precise Point Positioning (PPP) algorithm has become more interesting. This work aims to assess the PPP performance of the first dual-frequency GNSS smartphone produced by Xiaomi equipped with a Broadcom BCM47755. The advantage of acquiring dual-frequency data is highlighted by comparing the performance obtained by Xiaomi with that of a single-frequency smartphone, the Samsung S8. The vertical and horizontal accuracy achieved by Xiaomi is 0.51 m and 6 m, respectively, while those achieved by Samsung are 5.64 m for 15 m for horizontal and vertical.

· Small industrial asset trackers used in industrial asset tracking applications are designed for managing a large fleet of GPS-enabled asset tags to keep checks on parcels, boxes, roll cages, livestock, and across vast supply chains. These may only become viable in heavy applications if maintenance efforts, primarily focused on keeping trackers powered up, are kept to a minimum. The battery longevity can be extended considerably by using a series of hardware and firmware-based tweaks to optimize the proportion between tracking performance and power consumption. But meeting ambitious power consumption targets in low-power asset tracking and related applications can be challenging. There are many ways to integrate GNSS receivers into an end-product, some of which are more power-efficient than others.

· In February 2022, Colorado-based Dronee announced that it is preparing to launch an open-source asset tracker, Loko, designed to combine GNSS support with a long-range low-power LoRa radio uplink, with up to a year of tracking per charge. A USP of the device is a long battery life, which can work for over 30 days to a year per charge of its internal battery, depending on how frequently it transmits its position.

· Multiple new applications sprang up due to COVID-19, increasing the usage of GNSS chips. For instance, COVID-19 has increased the need for supply-chain assets to be transported and tracked with precision. The effective use of GNSS has been for quarantine monitoring and enforcement, where it is used to set up a virtual perimeter for those who are in self-quarantine through a process known as geofencing. In general, the location data is gathered from a smartphone or other supporting device and is utilized to inform local authorities when the self-quarantine is breached.

Key Market Trends

The Smartphones Segment is Expected to Considerably Drive the Market's Growth

· Despite considerable saturation of mature markets, such as EU28, North America, and China, for smartphones, the shipments of smartphones still outnumber devices using GNSS chips. Smartphones have been using GNSS chips for a considerable time. In most cases, these chips support all publicly available satellite networks, such as GPS, GLONASS, Galileo, etc. However, when compared to dedicated navigation devices, these solutions were less accurate.

· Additionally, a degree of monopoly in the smartphone hardware market limited the scope for GNSS chip installations. Qualcomm hardware usually does not include Broadcom GNSS chips and vice versa, as they are prime competitors. But in recent years, this scenario has been changing. Moreover, the European Commission has approved a regulation mandating that new smartphones launched in the market will have to include satellite and Wi-fi location services. According to the regulation, chipsets enabled with the Global Navigation Satellite System (GNSS) capabilities will likely have access to the EU's satellite system Galileo, which provides accurate positioning and timing information. Eight EU countries have been following this regulation and are using Galileo-compatible chipsets.

· According to the European GNSS Agency, over 95% of the satellite navigation chipset supply market supports Galileo in new products, including various manufacturers of smartphone chipsets like Broadcom, Qualcomm, and Mediatek. With leading GNSS chipset providers producing Galileoreadychipsets and global smartphone brands already integrating these chipsets in their latest smartphone models, the market is expected to have further growth opportunities in the forecasted period.

· Further, according to Google, more than 1 billion fixes per day from pedestrians' smartphones in cities are on the wrong side of the street or the wrong city block. In 2021, Broadcom launched a new solution that significantly improves accurate walking navigation by combining the Broadcom dual-frequency GNSS BCM47765 chip and a new Android service that provides GNSS assistance through complex GNSS reflection ray modeling using their 3D building models.

· Since the release of Android 7.0, raw GNSS measurements tracked by smartphones operating with Android can be accessed. These GNSS observations can be used directly to estimate the user position with specialized self-developed algorithms and correction data. Since smartphones are equipped with simple, cost-effective GNSS chips and antennas, so they provide challenging, low-quality measurements. Furthermore, most smartphones offer GNSS measurements on just one frequency.

· Precise Point Positioning (PPP) is one of the most promising processing techniques for Global Navigation Satellite System (GNSS) data. The technique is characterized by using precise satellite products (orbits, clocks, and biases) and applying sophisticated algorithms to estimate the user's position. In contrast to relative positioning methods, PPP does not rely on nearby reference stations or a regional reference network. Furthermore, PPP is very flexible, which is another advantage considering smartphones' challenging nature of (single frequency) GNSS measurements.

The Asia-Pacific Region is Expected to Witness a High Market Growth

· In March 2021, China rolled out its 14th five-year plan; it is a plan touching on all aspects of development over the next five years and presenting China's 2035 vision. The 14th Five-Year Plan's persistent emphasis on R&D and innovation substantially impacts China's GNSS industry. "Deepen the promotion and use of BeiDousystems; Promote the industry's high-quality growth" is advocated as a policy guideline in the plan as an important national strategic project. The strategy is expected to signify a boost in GNSS industry research and development, the promotion of BeiDou'sindustrial application, and the acceleration of important core technology advancements.

· The GNSS & LBS Association of China (GLAC) presented a White Paper on the Development of China's Satellite Navigation and Location Services Industry (2021) on May 18, 2021, in Beijing, summarising the GNSS industry's development in 2020. According to the White Paper, the overall output value of China's satellite navigation and location services business reached CNY 403.3 billion (about USD 62.75 billion) in 2020, up 16.9% from 2019.

· The firms in the region are incorporating new features in the existing products or developing new products to meet the wide needs of the customer. For instance, in April 2022, The P300 Series GNSS Tablet was offered to the global market by ComNavTechnology. The high-precision GNSS in-cab Android rugged tablet, based on the K8 platform, delivers extreme, industry-leading performance and ease of use to precision agriculture, autonomous driving, machine control, and other industries. The P300 series GNSS tablet, which is equipped with a new generation K8 OEM module, can track all current and planned constellations (including GPS, BeiDou, BeiDouGlobal, GLONASS, Galileo, and QZSS) and achieve centimeter-level precision. The P300 series GNSS tablet uses advanced QUANTUMTM III technology in conjunction with an upgraded SinoGNSSASIC chip and advanced Microprocessor unit to provide improved heading and positioning performance for everyday field use.

· Furthermore, in December 2021, MediaTek announced device maker acceptance and endorsements from some of the world's leading smartphone brands, including OPPO, Vivo, Xiaomi, and Honor, for its Dimensity9000 5G smartphone chip for next-generation flagship smartphones. The first flagship smartphones powered by the Dimensity9000 will hit the market in the first quarter of 2022. Because the processor supports the newest Wi-Fi, Bluetooth, and GNSS standards, smartphone users can experience seamless communication.

· Since introducing information and mobile phone technologies, various countries have relied heavily on PVT-based applications. Currently, four GNSS systems are available worldwide: GPS from the United States, GLONASS from Russia, Galileo from the European Union, and BeiDoufrom China. Also, NavICfrom India and QZSS from Japan are two regional navigation satellite systems that provide navigation signals for the stated coverage area.

Competitive Landscape

The GNSS-enabled Consumer Device market is moderately consolidated. The market players tend to invest in innovating new and advanced product offerings to cater to the needs of various industries. Moreover, the market players adopt strategic activities like partnerships, mergers, and acquisitions to expand their presence. Some of the recent developments in the market are:

· March 2022 - Trimble and Qualcomm Technologies, Inc. announced the availability of Trimble RTX GNSS technology for Snapdragon 8 Gen 1 and Snapdragon 888 Mobile Platforms. This technology facilitates superior location capabilities in premium Android smartphones worldwide. The integration of Trimble RTX GNSS technology, a correction services platform with Snapdragon, contributes to higher quality, more accurate location-based user experiences like car navigation with lane-level guidance.

· August 2021 - Samsung Electronics introduced a new processor for wearables, the ExynosW920. The new processor integrates an LTE modem and is built with an advanced 5-nanometer (nm) extreme ultraviolet process node, offering powerful and efficient performance demanded by next-generation wearable devices. The ExynosW920 is embedded with a GNSS L1 receiver (GPS, GLONASS, Beidou, Galileo) for tracking speed, distance, and elevation during outdoor activities. It also has a 4G LTE Cat. 4 modem.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

• 1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definitions

  • 1.2 Scope of the Study

• 2 RESEARCH METHODOLOGY

• 3 EXECUTIVE SUMMARY

• 4 MARKET INSIGHT

  • 4.1 Market Overview

  • 4.2 Industry Stakeholder Analysis

  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis

    • 4.3.1 Threat of New Entrants

    • 4.3.2 Bargaining Power of Buyers

    • 4.3.3 Bargaining Power of Suppliers

    • 4.3.4 Threat of Substitute Products

    • 4.3.5 Intensity of Competitive Rivalry

• 5 MARKET DYNAMICS

  • 5.1 Market Drivers

    • 5.1.1 Wearables and tracking devices are boosting the GNSS market, whilst smartphone shipments are maturing

  • 5.2 Market Challenges

    • 5.2.1 Complexity regarding power consumption

  • 5.3 Market Opportunities

    • 5.3.1 Emerging Applications of GNSS enabled consumer devices (Augmented Reality, Robotics, mHealth, Geo marketing and advertising, Fraud management and billing, Safety and emergency etc)

  • 5.4 Impact of COVID-19 on the market

• 6 MARKET SEGMENTATION

  • 6.1 By Device Type

    • 6.1.1 Smartphones

    • 6.1.2 Tablets & Wearables

    • 6.1.3 Personal Tracking Devices

    • 6.1.4 Low-Power Asset Trackers

    • 6.1.5 Other Device Types

  • 6.2 By Geography

    • 6.2.1 North America

    • 6.2.2 Europe

    • 6.2.3 Asia-Pacific

    • 6.2.4 Latin America

    • 6.2.5 Middle-East and Africa

• 7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles

    • 7.1.1 Apple Inc

    • 7.1.2 Garmin Ltd

    • 7.1.3 Fitbit (Google)

    • 7.1.4 Samsung

    • 7.1.5 Huami Corporation

    • 7.1.6 Fossil Group Inc

    • 7.1.7 Samsung Electronics Co. Ltd

    • 7.1.8 Huawei Technologies Co. Ltd

    • 7.1.9 Xiaomi

• 8 INVESTMENT ANALYSIS

• 9 FUTURE OF THE MARKET