![]() |
市場調查報告書
商品編碼
1934207
導航衛星系統晶片市場 - 全球產業規模、佔有率、趨勢、機會及預測(按元件類型、應用、最終用戶產業、地區和競爭格局分類,2021-2031年)Navigation Satellite System Chip Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Device Type, By Application, By End-user Industry, By Region & Competition, 2021-2031F |
||||||
全球導航衛星系統晶片(GNSS)晶片市場預計將從 2025 年的 86.3 億美元成長到 2031 年的 119.8 億美元,複合年成長率為 5.62%。
這些全球導航衛星系統(GNSS)晶片是專門設計的半導體積體電路,用於擷取和處理來自GPS、伽利略和格洛納斯等衛星星座的訊號,從而實現精確的時間、速度和位置追蹤。產業成長的主要驅動力是消費性電子產品中定位服務的日益普及,以及精密農業和自動駕駛汽車領域對精確定位需求的不斷成長,這反映出終端應用領域的根本性擴展,而不僅僅是技術能力的提升。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 86.3億美元 |
| 市場規模:2031年 | 119.8億美元 |
| 複合年成長率:2026-2031年 | 5.62% |
| 成長最快的細分市場 | 定位服務 |
| 最大的市場 | 亞太地區 |
儘管取得了成長,但該行業仍面臨著被稱為「城市峽谷效應」的重大障礙。這種效應會降低密集城市環境中的訊號可靠性,從而降低定位精度,並阻礙關鍵基礎設施的部署。根據歐洲太空總署(ESA)預測,到2024年,汽車和住宅解決方案領域預計將佔全球GNSS設備出貨量的約92%。雖然這一數字代表著龐大的出貨量,但在能見度受限的環境中確保穩定連接的技術複雜性仍然是市場多元化的主要障礙。
先進駕駛輔助系統(ADAS) 和自動駕駛汽車對公分級定位精度的要求日益提高,這成為全球導航衛星系統 (GNSS) 晶片產業的核心驅動力。與標準導航需求不同,自動駕駛平台依賴多頻 GNSS接收器來實現冗餘和高精度定位,即使在複雜環境下也能確保可靠的車道級追蹤。這種向高性能汽車零件的轉變,為那些致力於最佳化安全關鍵型應用設計的製造商帶來了可觀的收入來源。例如,u-blox 在 2025 年 2 月發布的「2024 年年度報告」中預測,2025 年定位業務收入將實現兩位數成長,並指出高精度技術在工業和汽車領域的應用日益廣泛。
此外,消費性電子設備和支援 5G 的智慧型手機的普及,正透過對能夠在複雜城市環境中保持連接的 GNSS 組件產生巨大需求,推動市場擴張。現代設備擴大採用雙頻 GNSS 晶片來減少訊號多徑誤差,從而改善定位服務,例如緊急應變、健身追蹤和共乘。蘋果 2025 年 1 月發布的「2025 會計年度第一季財務業績」報告顯示,其運作中設備裝置容量已超過 23.5 億台,這印證了這種廣泛應用,也顯示了消費性電子產品對基於位置的功能的巨大需求。歐洲太空總署 (EUSPA) 在其 2025 年 4 月發布的「地球觀測 (EO) 和 GNSS 市場報告」中也支持這一趨勢,預測下游 GNSS 和地球觀測市場的全球年總收入將從 2023 年的超過 2,600 億歐元成長到 2033 年的約 5,900 億歐元。
全球導航衛星系統 (GNSS) 晶片的潛在市場受到嚴重限制,原因在於難以在大都會圈環境中保持穩定的訊號可靠性。這種被稱為「城市峽谷效應」的現象,是指高層建築反射或阻擋衛星通訊,導致定位資料出現顯著誤差。這種不穩定性直接阻礙了晶片在安全關鍵型應用(例如緊急應變和城市自主物流)中的應用,因為在這些應用中,精確的定位追蹤是運作的必要條件。由於城市環境下的性能限制,這些高價值產業的潛在客戶不得不限制或推遲採購。
這項技術限制是充分發揮該產業經濟潛力的重大障礙。根據歐洲太空總署(ESA)2024年的數據,全球GNSS下游市場的收入預計將超過2,600億歐元。雖然這項數據為該行業帶來了巨大的經濟機遇,但如何在障礙環境中確保連接仍然是一個持續存在的挑戰,這阻礙了晶片製造商充分利用都市區先進商業應用所帶來的潛在收入。
將全球導航衛星系統(GNSS)接收器與低地球軌道(LEO)衛星系統整合,透過解決傳統中地球軌道星座常見的訊號弱和延遲問題,正在改變市場格局。 LEO衛星發射的訊號強度遠高於傳統衛星,使得晶片即使在標準GPS難以覆蓋的訊號劣化環境中也能保持連接鎖定,從而有效地為自主導航建構了新的基礎設施層。這項變革正迅速從實驗階段邁向商業化階段,2025年2月《Inside GNSS》的一篇報導就印證了這一點,該文章報導「Xona贏得美國空軍研究實驗室(AFRL)465萬美元合約」。報導指出,Xona Space Systems已獲得一份價值超過2000萬美元的契約,證實了業界對下一代定位技術的資金支持。
與這些在軌技術進步同步,開發具有彈性的定位、導航和授時 (PNT) 以及抗干擾能力已成為應對頻繁欺騙攻擊和訊號干擾的關鍵優先事項。製造商正將先進的加密認證和抗干擾演算法直接整合到接收器架構中,以確保關鍵基礎設施和國防應用中的運作可靠性,這些應用對故障容不得絲毫容忍。這種對安全增強技術的關注正在推動領先供應商之間的高價值整合。例如,Hexagon AB 於 2025 年 1 月發布的新聞稿「Hexagon 將收購 Septentrio」預測 Septentrio 在 2024 年的營收將超過 5,000 萬歐元,凸顯了關鍵任務場景中對可靠定位技術的強勁需求。
The Global Navigation Satellite System Chip Market is anticipated to expand from a valuation of USD 8.63 Billion in 2025 to USD 11.98 Billion by 2031, registering a compound annual growth rate of 5.62%. These GNSS chips are specialized semiconductor integrated circuits engineered to capture and process signals from satellite constellations like GPS, Galileo, and GLONASS to facilitate precise timing, velocity, and location tracking. The industry's growth is largely fueled by the intensifying integration of location-based services within consumer electronics, alongside the imperative need for accurate positioning in precision agriculture and autonomous vehicles, reflecting a fundamental broadening of end-use applications rather than merely technological feature updates.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 8.63 Billion |
| Market Size 2031 | USD 11.98 Billion |
| CAGR 2026-2031 | 5.62% |
| Fastest Growing Segment | Location-Based Services |
| Largest Market | Asia Pacific |
Despite this growth, the sector encounters a major obstacle known as the urban canyon effect, which compromises signal reliability in dense city landscapes, thereby reducing positioning accuracy and hindering critical infrastructure deployment. As per the European Union Agency for the Space Programme, the automotive and consumer solution segments were expected to represent roughly 92% of global GNSS device shipments in 2024. Although this figure highlights substantial shipment volumes, the technical complexity of guaranteeing stable connectivity in visually obstructed environments persists as a significant hurdle limiting broader market diversification.
Market Driver
The surging requirement for Advanced Driver Assistance Systems (ADAS) and Autonomous Vehicles stands as a central driver for the Global Navigation Satellite System (GNSS) chip industry, given that these technologies mandate centimeter-level positioning precision for safe execution. Distinct from standard navigation needs, autonomous platforms depend on multi-frequency GNSS receivers to ensure redundancy and accuracy, guaranteeing reliable lane-level tracking even in difficult surroundings. This transition toward high-performance automotive components generates significant revenue for manufacturers optimizing designs for safety-critical use; for instance, u-blox projected double-digit revenue growth for its Locate division in 2025 within its 'Annual Report 2024' from February 2025, attributing this to the rising uptake of high-precision technologies in industrial and automotive sectors.
Furthermore, the proliferation of consumer electronics and 5G-enabled smartphones fuels market expansion by establishing immense volume requirements for GNSS components capable of sustaining connectivity in complex urban settings. Modern devices are increasingly adopting dual-frequency GNSS chips to reduce signal multipath errors, thereby improving location-based services like emergency response, fitness tracking, and ride-sharing. This broad adoption is evidenced by Apple Inc., which reported in its 'Fiscal Year 2025 First Quarter Results' in January 2025 that its active device installed base surpassed 2.35 billion, highlighting the massive scale of consumer electronics needing location features. Reinforcing this trajectory, the European Union Agency for the Space Programme (EUSPA) noted in its April 2025 'EO and GNSS Market Report' that combined annual global revenues for downstream GNSS and Earth Observation markets are expected to rise from over €260 billion in 2023 to nearly €590 billion by 2033.
Market Challenge
The difficulty in sustaining consistent signal reliability within dense metropolitan environments significantly constrains the addressable market for Global Navigation Satellite System chips. Termed the urban canyon effect, this phenomenon arises when tall infrastructure reflects or blocks satellite transmissions, resulting in considerable inaccuracies in positioning data. Such instability directly impedes the deployment of these chips in safety-critical domains such as emergency response and autonomous urban logistics, where exact location tracking is an essential operational prerequisite, causing potential clients in these high-value sectors to restrict or postpone procurement due to performance limitations in city settings.
This technical constraint poses a considerable obstacle to fully realizing the sector's financial capabilities. According to data from the European Union Agency for the Space Programme in 2024, global revenues derived from GNSS downstream markets were anticipated to surpass €260 billion. Although this statistic demonstrates the industry's immense economic magnitude, the ongoing challenge of guaranteeing connectivity in obstructed locations prevents chip manufacturers from capturing the full revenue potential linked to advanced commercial applications in urban centers.
Market Trends
The integration of GNSS receivers with Low Earth Orbit (LEO) satellite systems is transforming the market by resolving the signal weakness and latency issues typical of traditional Medium Earth Orbit constellations. Because LEO satellites transmit considerably stronger signals, chips can sustain connection locks in signal-degraded environments where standard GPS struggles, effectively establishing a novel infrastructure layer for autonomous navigation. This shift is swiftly progressing from experimental phases to commercial reality, as evidenced by Inside GNSS in February 2025; the publication reported in its 'Xona Secures $4.65M Contract with AFRL' article that Xona Space Systems had accumulated signed contracts exceeding $20 million, confirming the industry's financial investment in this next-generation positioning tier.
Alongside these orbital advancements, the creation of resilient Positioning, Navigation, and Timing (PNT) and anti-jamming features has emerged as a crucial priority to combat the rising frequency of spoofing attacks and signal interference. Manufacturers are incorporating advanced cryptographic authentication and interference mitigation algorithms directly into receiver architectures to guarantee operational reliability for critical infrastructure and defense sectors that cannot withstand disruption. This focus on security-hardened technology is driving high-value consolidation among key providers, as highlighted by Hexagon AB's January 2025 press release 'Hexagon to acquire Septentrio,' which noted that Septentrio was anticipated to generate revenues exceeding €50 million in 2024, emphasizing the strong demand for robust positioning technologies in mission-critical scenarios.
Report Scope
In this report, the Global Navigation Satellite System Chip Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Navigation Satellite System Chip Market.
Global Navigation Satellite System Chip Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: