How traditional GPS operators can break through and explore new areas

Traditional GPS operators looking to break into new overseas markets must shift from “selling coordinates” to “selling capabilities,” and from one-off hardware sales to recurring data revenues. By aligning with the latest global market data and regional policy dynamics, four high-growth tracks stand out.

1. Europe GPS operators: Dual-engine growth through high-precision GNSS and carbon compliance

• Market size
  European downstream GNSS revenue is projected to rise from €90 B (2023) to €180 B (2033); 42 % of the incremental value will come from centimetre-level accuracy use cases.
• Entry points
  • Carbon compliance – The EU “Fit for 55” package will require heavy trucks to report real-time carbon-per-kilometre starting in 2027.  GPS Operators can bundle Galileo/GPS high-precision units with carbon-accounting SaaS and charge per “carbon-kilometre.”
  • Autonomous farming – Dutch and Danish subsidies for GNSS-RTK-equipped unmanned tractors create demand for “positioning-as-a-service.” Lease a base-station network + multi-IMSI SIM/eSIM module and invoice by hectare-year.

2. North America GPS operators: Mileage-based insurance & freight financing

• Market size
  North-American downstream GNSS revenue reached €78 B in 2023 and is expected to hit €145 B in 2033; 28 % of the new value will stem from insurance & financial-risk services.
• Entry points
  • UBI (Usage-Based Insurance) – Partner with Progressive, State Farm, etc., upgrading OBD dongles to 5G+IMU fusion devices and charge per “risk-weighted mile.”
  • Freight-ABS securitization – Encrypt GPS trajectory data on-chain and sell predictive cash-flow models to Wall Street, earning licensing fees.

3. Japan & South Korea GPS operators: City-scale seamless indoor/outdoor high-precision

• Market size
  GNSS revenue in Japan & Korea is forecast to grow from €25 B (2023) to €43 B (2033); 60 % will be driven by smart-city and robotics applications.
• Entry points
  • Underground MaaS – Tokyo and Seoul subways see >10 M daily riders but no GPS underground. Co-deploy QZSS + 5G small-cell networks with SoftBank/NTT DoCoMo and monetise per “navigation session.”
  • Robot delivery – Japan subsidises neighbourhood autonomous delivery requiring ≤10 cm accuracy. Sell differential correction accounts + APIs and bill per robot per month.

4. ASEAN & Belt-and-Road: Low-cost “satellite + terrestrial” turnkey exports

• Market size
  ASEAN GNSS revenue was only €12 B in 2023 but is expected to record a 12 % CAGR through 2033—the world’s highest.
• Entry points
  • Port digital twins – PSA Singapore and Jakarta ports are rolling out real-time digital yards. Bundle BeiDou/GPS fusion terminals with local CORS and charge per container move.
  • Shared precision farming – Smallholders in Thailand and Vietnam lack capital for high-precision gear. Offer “zero-down hardware + pay-per-acre” financing to accelerate fleet GPS Operators.

Go-to-market playbook: a lightweight three-step overseas model

Currently, our company can provide the following services: