Edited by Dongxing Securities: analysis of Beidou Chip Industry
Beidou chip usually refers to the chipset that can receive signals transmitted by Beidou satellite to complete the positioning and navigation function, including radio frequency chip, baseband chip and microprocessor. The baseband chip is the core device of the navigation receiver, its function and performance usually determine the performance index of the whole machine, and its main function is to capture, track and demodulate the specified satellite signal. the pseudo-range and carrier phase of the satellite signal are also given.
Dongxing Securities pointed out that the quality of Beidou navigation chip largely determines the performance of satellite navigation products, and chip technology is more directly related to terminal volume, weight, cost and performance, as well as the development of Beidou downstream industry. it will develop in the direction of integration, low power consumption, high precision, high dynamics and so on. Single-chip integration is a single chip that combines RF chip, baseband chip and microprocessor into one, which can improve the performance and reliability of products, reduce volume, power consumption and cost; high precision and high dynamic will solve the major bottleneck restricting the large-scale application of Beidou satellite navigation system.
It was not until February 2008 that China's first self-developed fully localized Beidou satellite navigation baseband processing chip, "Navigation No.1", announced its success in research and development in Shanghai. before that, the chips of the Beidou receiving terminal were provided for American enterprises; when the Beidou II completed its Asia-Pacific coverage in 2012, the application of the Beidou was largely limited by the chip, and the organic coreless once became the bottleneck of the development of the Beidou industry. After 5 years of development, the chip technology has been improved from 0.35 micron to 28 nm, and the overall performance is up to or even better than that of similar international products.
With the gradual maturity of Beidou chip technology and the acceleration of global networking, the Beidou industrial chain will gradually mature, and the upstream, middle and downstream will present a relatively stable industrial chain output value distribution structure at 1:4:5. Dongxing Securities expects that by 2020, the output value of upstream data, chips and modules in the whole industrial chain will be stable at about 10%, with an output value of about 40 billion yuan; the output value of system integration and terminal integration in the middle reaches will account for about 40% of the whole industrial chain. The quality of terminal products and the number of users will have a huge leap, and the international competitiveness of the industry will be greatly enhanced. The output value contribution of downstream operation services is expected to reach 50% of the total output value, and the level of application services will also be greatly improved.
Recommended target:Vibrating core technology(with early layout and strong strength in the field of key components of Beidou, he has undertaken national R & D projects of key components of Beidou for many times.Huali ChuangtongThe field of Beidou navigation has formed the layout of the whole industry chain from chip to module, terminal and application server. it is the only two suppliers of civil integrated chip core technology and one of the only four terminal production qualifications.Work together to be strong(the acquisition of the high-precision assets of the top three international high-precision card manufacturers Hemisphere lays the technical foundation, epitaxial mergers and acquisitions improve the layout of the industrial chain, cut into multi-industry application fields, military ad hoc network and public security system integration business has entered a period of performance explosion),The Big Dipper(independent Beidou chip won the National Science and Technology Progress Award in 2015, first launched 28nm's smallest size GNSS chip in 2017, and is currently the only Beidou chip company that has won a stake in the National IC Industry Fund.)
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