Beidou company swarms into development

In 2013, the scale of the global navigation and positioning market reached 108 billion yuan, and the Beidou industry only accounted for about 10% of the market. In this regard, in advancing the development of the Beidou application, it is necessary to resolve the current chaotic situation in the industry as soon as possible so as to promote the healthy growth of the Beidou and realize China’s dream of navigating and strengthening the country as soon as possible.

At the "two sessions" this year, Yang Yuanxi, a member of the National Committee of the Chinese People's Political Consultative Conference and a member of the Chinese People's Academy of Sciences, pointed out that China's navigation industry policy is still not perfect, management is confusing, and development is disorderly. This situation is very unfavorable to the promotion of Beidou industrialization. In addition, according to statistics from China Satellite Navigation and Positioning Association, the global navigation and positioning market reached a total of 1080 billion yuan in 2013, and the Beidou industry only accounted for about 10% of the market. In this regard, in advancing the development of the Beidou application, it is necessary to resolve the current chaotic situation in the industry as soon as possible so as to promote the healthy growth of the Beidou and realize China’s dream of navigating and strengthening the country as soon as possible.

Industrial Development in the "Warring States Period"

Concurrence of blindness and confusion

The disorderly situation of the Beidou industry is like an invisible network that restricts the promotion of Beidou application. The reporter learned from the observation and survey interviews on weekdays that the development of the Beidou industry has mainly manifested itself in several aspects. At the main level, there is a “blind construction” of the Beidou Industrial Park, and the “big bees” phenomenon of the Beidou company. In the peripheral environment, it is manifested as industrial management. confusion.

Since the development of the Beidou industry, there have been waves of “Bei Gong Feng” in various parts of the country, and industrial parks have been established in various regions. Liu Feng, general manager of Beijing University of Science and Technology, told reporters of “China Electronics News”: “Some industrial parks are local governments and enterprises to enclose the territory through the name of Beidou. These industrial parks have little effect on the development of the Beidou industry. Looking at the past, Beijing, which has a relatively concentrated Beidou company, did not build Beidou Industrial Park. This can explain the significance of some Beidou Parks.

Another problem that exists in the Beidou industry is the “flock” phenomenon. It is understood that there are as many as 1,000 companies engaged in Beidou. Judging from the chip links at the upstream of the Big Dipper, Hu Gang, member of the China Satellite Navigation System Management Office (BMC) expert group, pointed out: “There are more than 10 Beidou chip companies that have entered the country’s specialization, and there are not many chip companies that have entered. Looking at the Beidou industrial chain, there are nearly 1,000 upstream and downstream companies such as chips, systems, testing, terminals, and application services. Inevitably, this situation will inevitably lead to low-level product competition.

In addition, the development of the Beidou industry has the problem of management confusion, which has also led to blindness in the construction of industrial parks and problems such as the phenomenon of "bumble bees" in enterprises.

As for the development of the Beidou industry, Liu Feng told reporters: “At present, the Beidou industry is in the Warring States period, and its power is dispersed and industrial resources are wasted.”

Focus on short-term benefits is the main reason, and the policy boundary is blurred.

As a new industry, the current problems in Beidou are not conducive to long-term development. To avoid and improve these problems, only to find the root cause of the problem.

Regarding the problems existing in the Beidou Industrial Park, Hu Gang told reporters: “The blind construction of the Beidou Industrial Park is actually related to the system. Some local governments do not have other resources to attract investment, and they only use the land to develop Beidou Industrial Park.”

“To be an industrial park, we must not blindly advance, but also understand what the Beidou industry is. The industrial parks do not necessarily have to be all Beidou companies. The key is to see the relevant products and service models that the Beidou can lead and activate, and play Beidou in the industrial park. Leading and leading role in China, said Miao Qianjun, vice president of statistics of the China Satellite Navigation and Positioning Association.

Regarding the phenomenon of "staggered by enterprises," Miao Qianjun analyzed that some companies have misunderstandings about BeiDou. They used BeiDou as a tool or chose BeiDou during the transition period of the enterprise. Some companies also used BeiDou's "flags." Fudge or show. At the same time, Hu Gang said: "The lack of innovation and the short-term interest in companies are also major factors."

Comparing with the development of the GPS industry, in the civilian market, there are only 5 core chip technology companies upstream of the industry, Qualcomm, Broadcom, MTK, U-blox, and Sirfstar (acquired several years ago). "In theory, the entire Beidou market will also accommodate 4-5 chip companies, plus foreign navigation companies have entered the Beidou market. Finally, the domestic market for domestic Beidou chip companies is about 2-3, and the current domestic Beidou There are dozens of chip companies, and the market needs to be integrated.” Liu Feng preached.

There are common reasons for problems in industrial parks and enterprises. Taiyue, the industry watcher, told reporters: “The development of the Beidou is a national will, and the application of the Beidou industry is still in its infancy. In this case, all parties in the Beidou industry chain (including some places Both the government and the enterprise are seeking to find their own interests in the national policy dividend, and based on their own interests rather than the real market demand, they are doing the Beidou. Therefore, various confusions are inevitable.

Regarding the confusion in the management of external industries, Miao Qianjun pointed out: “Now it is not a policy that has a lot, but a rather ambiguous policy boundary. When the Beidou navigation and positioning system was first established, it was the responsibility of the Beidou Office and the General Staff Headquarters. With the advancement of Beidou’s industrialization, , Beidou covers chips, navigational electronic maps, terminals, and standard certifications, and many other departments. The management department also involves development and reform commissions, the Ministry of Industry and Information Technology, the Ministry of Communications, the Ministry of Science and Technology and other departments.” For example, in the case of mobile phones, It was managed by the Ministry of Industry and Information Technology, but after the Beidou navigation function was put into the cell phone, it was difficult to define who should be responsible for the management. Policy ambiguity prevented management from being well-placed.

Create a Fair and Free Market Competition Environment and Pay Attention to the Protection of Independent Intellectual Property Rights

2013 is the first year of the Beidou industry. In 2014, the market will usher in a new flash point. According to statistics from the China Satellite Navigation and Positioning Association, compared to sales of 1.5 million Taipei Doo Terminals in 2013, sales in 2014 are expected to reach 5 million units. At the peak of the development of the Beidou industry, it is necessary to resolve the current "Warring States situation" as soon as possible and lead the Beidou to a sound and healthy development track.

In policy support, Hu Gang told reporters: “First, we should develop industrial parks in line with local conditions; Second, we should support the enterprises to help the weak and weak, and support small and micro enterprises with strong innovation capabilities. Third, policy should be Fully integrates with the application and stimulates the real needs of the market.”

“When the real market demand is generated on a large scale, companies will naturally adjust themselves to meet customer needs and 'floating policy dividends' and make rational behavior in line with the market environment.” According to industry insider Tai Yue, “For The government is focused on building a reasonable market competition environment. For example, in the Internet industry, many Internet companies are rapidly developing on the basis of satisfying the real needs of users. In this process, the government basically does not need to intervene (since in the early days of the Internet, everyone Still can not understand the Internet), the government can only wait for the industry to grow and grow properly after proper regulation.

In the market competition, the development of the Beidou industry should be market-oriented. "As long as the policy can create a relatively fair and reasonable competitive environment, capable companies can do more. If they are not capable, they can be acquired or integrated, adjusted and optimized through the market," Liu Feng said. In terms of policies, we must establish technical thresholds, protect independent intellectual property rights, and allow enterprises with innovative capabilities and core technologies to have room for survival and development."

For the company's strategic development path, Hu Gang suggested that enterprises should differentiate their positioning based on their own resources such as talents, funds, and customers, avoid homogenous competition, and reduce blindness.

The government behavior is “top down” and the market is “bottom up”. It is also crucial to achieve seamless links between government behavior and market behavior. Miao Qianjun said: "The industry should be self-disciplined, and industry self-regulation can effectively achieve a seamless link between government actions and market behavior. And industry self-regulation needs intermediate organizations such as associations and alliances to play a corresponding role."