China Domestic Chips Set To Power The Low Altitude Economy.
China's commercial aerospace and satellite communication industries are entering a transformative phase, driven by strong policy support and rapid commercialization under the 15th Five-Year Plan and the Ministry of Industry and Information Technology’s Guiding Opinions on Optimizing Business Access and Promoting Satellite Communication Development. These initiatives aim to achieve over 10 million satellite communication users by 2030, accelerating projects like the China Star Network GW constellation and the Yuanxin Satellite Qianfan constellation with Qianfan targeting 648 satellites in orbit by end-2026, rivaling SpaceX’s Starlink.
BDStar Navigation:
Achieved RMB 1.507 billion in revenue (Q1–Q3 2025) and released its advanced 22nm "Nebulas IV" high-precision chip in late 2025. It is expanding into key high-end applications such as intelligent driving and drones, and has formed a strategic partnership with Meituan to deploy unmanned delivery systems positioning it for strong growth in 2026.
Huada Beidou:
Huada Beidou's core chips are compatible with major global satellite systems such as Beidou, GPS, GLONASS, and Galileo . Furthermore, Huada Beidou is seeking support from the capital market and is currently pursuing an IPO in Hong Kong. According to its prospectus, in 2024, Huada Beidou ranked sixth globally and second in China in terms of GNSS chip and module shipments, and fourth globally and first in China in the field of dual-frequency high-precision RF baseband integrated chips, with a global market share of 10.5%. This is largely due to Huada Beidou's Smart Suppress® multi-level anti-interference technology, which significantly improves the reliability of its navigation chips in extreme conditions.
Wuhan Mengxin Technology:
Launched a new Beidou high-precision SoC chip in 2025, marking the official entry of Beidou chip tech into its "2.0 era", enabling centimeter-level positioning and prioritizing independent signal acquisition critical for autonomous systems.
China has established five major navigation clusters:
Beijing-Tianjin-Hebei
Pearl River Delta
Yangtze River Delta
Hubei-Henan-Hunan
Sichuan-Chongqing-Shaanxi
With robust policy backing and accelerating commercial deployment, domestic navigation chip companies are no longer just catching up they are leading innovation in high-precision, low-power chips for drones, autonomous vehicles, and unmanned delivery. These firms are now at the forefront of China’s push toward technological self-reliance, especially in critical infrastructure for the emerging low-altitude economy. The coming years will likely see these Chinese players dominate key applications redefining global competitiveness in satellite navigation.
BDStar Navigation:
Achieved RMB 1.507 billion in revenue (Q1–Q3 2025) and released its advanced 22nm "Nebulas IV" high-precision chip in late 2025. It is expanding into key high-end applications such as intelligent driving and drones, and has formed a strategic partnership with Meituan to deploy unmanned delivery systems positioning it for strong growth in 2026.
Huada Beidou:
Huada Beidou's core chips are compatible with major global satellite systems such as Beidou, GPS, GLONASS, and Galileo . Furthermore, Huada Beidou is seeking support from the capital market and is currently pursuing an IPO in Hong Kong. According to its prospectus, in 2024, Huada Beidou ranked sixth globally and second in China in terms of GNSS chip and module shipments, and fourth globally and first in China in the field of dual-frequency high-precision RF baseband integrated chips, with a global market share of 10.5%. This is largely due to Huada Beidou's Smart Suppress® multi-level anti-interference technology, which significantly improves the reliability of its navigation chips in extreme conditions.
Wuhan Mengxin Technology:
Launched a new Beidou high-precision SoC chip in 2025, marking the official entry of Beidou chip tech into its "2.0 era", enabling centimeter-level positioning and prioritizing independent signal acquisition critical for autonomous systems.
China has established five major navigation clusters:
Beijing-Tianjin-Hebei
Pearl River Delta
Yangtze River Delta
Hubei-Henan-Hunan
Sichuan-Chongqing-Shaanxi
With robust policy backing and accelerating commercial deployment, domestic navigation chip companies are no longer just catching up they are leading innovation in high-precision, low-power chips for drones, autonomous vehicles, and unmanned delivery. These firms are now at the forefront of China’s push toward technological self-reliance, especially in critical infrastructure for the emerging low-altitude economy. The coming years will likely see these Chinese players dominate key applications redefining global competitiveness in satellite navigation.
