In 2025, China's Beidou space-time industry achieved a total output value exceeding 1.33 trillion yuan, setting a new record. While the numbers are impressive, capital flow remains uneven—who is actually capturing this market share? With over 3 companies involved in the Beidou ecosystem, why do most struggle to thrive? In such a competitive landscape, what distinguishes companies that can truly build sustainable barriers to entry? Today, we begin with the latest industry white paper.
Where does 1.33 trillion come from? Let's break it down to see the structure.
The China Satellite Navigation and Positioning Association (CSNPA) released the "2026 China BeiDou Spatio-Temporal Industry White Paper" on 5/18. As an authoritative industry report for the past 14 years, it marks a significant expansion of scope from "satellite navigation and location services" to "BeiDou spatio-temporal industry," signaling the sector's evolution from single-purpose navigation toward comprehensive spatio-temporal services.
Data shows that in 2025, the total output value of the BeiDou industry reached 6290 billion yuan, a year-over-year increase of 9.24%. However, this 6290 billion yuan was not evenly distributed:
· - chips, components, and terminal hardwareCore value added accounts for approximately30%；
· - Solutions and System Integrationapproximately40%；
· - Operations and Data Servicesapproximately20%The remainder consists of supporting stages, accounting for approximately 10%.
Hardware is the most competitive but has the thinnest margins; solutions and operational services are where the real profits lie.
The "Buzz" and "Divergence" of 3 Million Enterprises
Currently, the number of enterprises and institutions related to BeiDou nationwide has exceeded3 million, nearly {0} practitioners200Kcompanies listed domestically323 companies。
But volume doesn't equal value. Most of these 3 companies are concentrated in mid-to-low-end terminal manufacturing and generic solution integration, locked in fierce price wars. Very few have managed to penetrate vertical scenarios and build real barriers. The buzz is superficial; differentiation is the reality.
In this industry, survival goes to those who dig the deepest—not necessarily the fastest.
The Beidou industry has undergone three major consolidations over the past decade: the first was a terminal boom following the completion of Beidou-2; the second was the price war between 2018 and 2020, where low-end fitness bands dropped from hundreds to tens of dollars; and the third is happening now, as the industry shifts from selling hardware to selling services.
After three rounds of shuffling, the ones who truly thrive are thoseCompanies that have been entrenched in a specific vertical for over a decade。
High-precision positioning is never a "plug-and-play" technology. While RTK delivers centimeter-level accuracy in open areas, it faces significant challenges at mine entrances, chemical plants, and near large structures due to signal blockage, multipath effects, and environmental interference. Each of these issues can keep engineering teams busy for years. The barrier to entry in this industry isn't defined by specs on paper, but by the hard-won experience gained through countless on-site calibrations.
Focus on specific scenarios—that's the real moat.
Industrial scenarios are far more complex than imagined: open-pit mines feature deep pits, retaining walls, and large equipment that block signals; chemical plants alternate between indoor and outdoor areas with frequent personnel movement; ports have stacked containers causing severe signal obstruction.A single technology path won't cut it.。
Based on this assessment, Comai chose toSeamless Indoor-Outdoor Positioning (RTK + UWB Fusion)Achieves sub-meter positioning outdoors using Beidou RTK and seamlessly switches to UWB indoors or in obstructed areas for continuous tracking. Ensuring stability requires extensive real-world data across diverse environments to fine-tune the algorithms—a process that takes time.
Building on this, Comate elevates "positioning technology" into comprehensive "safety management capabilities"—shifting the focus from "where people are" to "where they should be, where they shouldn't be, and how to respond when incidents occur." Through card issuers, electronic fence alerts, and historical trajectory tracking, we deliver not just a device, but a closed-loop management system covering equipment access control, intelligent alerts, and trajectory analysis.
With over a decade of deep expertise in IoT positioning, Come has navigated countless real-world challenges: matching precision to environments, identifying equipment failure risks under specific operating conditions, and integrating workflows with positioning systems. These insights aren't derived from lab simulations—they're forged through years of on-site collaboration with clients.
Why did we choose this path?
The white paper states that the industrial value chain is shifting from "product delivery" to "data operations." This transformation is rewriting every company's destiny: manufacturers relying on selling terminals for margins are seeing profits shrink, while solution providers and data operation companies are securing higher-value orders.
Kemei's choice is clear:Don't aim to be everything to everyone, chase trends, or expand blindly. Instead, choose a defensible vertical niche and master it.There are three reasons:
1. Selling only end-user devices has no future; profit margins are shrinking.
2. Big companies are strong but won't dig deep into niche scenarios.
3. Seamless indoor-outdoor positioning requires technical expertise. Upgrading devices and management systems is what customers truly need.
Comed's strategy focuses on "deepening scenarios, integrating technology, and upgrading management." It may not be the fastest path, but every step builds a moat.
Conclusion
The Beidou industry continues to grow at a high pace. 1.33 trillion yuan is just the beginning. In the coming years, those who stay at the table won't be the best storytellers, but the ones who deliver real results. The deeper you plant your roots, the more likely you are to endure.
FAQ:
How large is the output value of Beidou?
In 2025, China's Beidou space-time industry achieved a total output value of 13323 billion yuan, with the overall Beidou industry output reaching 6290 billion yuan, representing a year-over-year growth of 9.24% (Source: China Satellite Navigation and Positioning Association's "2026 White Paper on China's Beidou Space-Time Industry Development").
Which segment of the Beidou industry is most profitable?
Chips, components, and terminal hardware account for approximately 30% of output value, solutions and system integration for 40%, and operations and data services for 20%. While hardware is the most active segment, it has the thinnest margins; solutions and operational services are where the real profits lie.
What type of Beidou enterprise can truly build a moat?
A company that has深耕ed a vertical market for over a decade, accumulated on-site debugging experience, and can solve complex challenges like signal occlusion creates stronger barriers than vendors offering broad "one-size-fits-all" product lines.
What does Kome do in the Beidou sector?
Komei specializes in high-precision IoT positioning technology, offering seamless indoor-outdoor solutions that fuse RTK and UWB. We elevate positioning capabilities into comprehensive safety management systems. Our portfolio includes RTK positioning terminals, UWB indoor positioning, and integrated positioning solutions.
How is seamless indoor and outdoor positioning achieved?
Achieves sub-meter positioning outdoors using Beidou RTK, automatically switching to UWB indoors or in obstructed environments for seamless tracking. Solves location challenges in complex scenarios such as mines, chemical plants, and ports.