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Galileo Gen-2 and BeiDou's refit reshape the navigation race as GPS slips behind

EU starts Galileo Gen-2 launches; China consolidates BeiDou to 37 satellites and eyes global adoption

Space·Infrastructure· active The Long Game·Who Decides ·7 takes · ·rbtfl upd Jun 25, 2026
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The split

The same story, as told by newsrooms in different countries. Their words, attributed and linked.

United States

Payload Space

“A US advisory board concluded GPS's capabilities are now 'substantially inferior' to those of China's BeiDou.”

US space-businessread the original ↗

United States

Inside GNSS

“LEO-PNT is moving from concept to programme as jamming and BeiDou's lead expose the legacy constellations' fragility.”

GNSS engineeringread the original ↗

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Summary

The satellite-navigation race is shifting under jamming pressure. The EU has committed funding for Galileo Gen-2, slated to begin launching in 2026; Galileo's free High Accuracy Service already delivers ~20 cm horizontal accuracy, the best civilian GNSS service. China is running an in-orbit BeiDou refit, replacing older satellites with third-generation models and consolidating the active constellation to 37 from ~50, while courting global adoption. The candid US read: its PNT advisory board has called GPS "substantially inferior" to BeiDou. The jamming epidemic is driving everyone, GPS, Galileo and startups, toward LEO-PNT layers and multi-constellation receivers for resilience. Navigation is becoming a contest of standards and influence as much as of accuracy, paralleling the broadband race.

By the numbers

  • 37, BeiDou active satellites after consolidation (from ~50).
  • ~20 cm, Galileo High Accuracy Service horizontal accuracy (free).
  • 2026, start of Galileo Gen-2 launches.
  • 4, global GNSS systems (GPS, GLONASS, Galileo, BeiDou) now interoperable in receivers.

Why it matters

Whoever's navigation signals the world's phones, ships and weapons default to gains strategic leverage, and a jamming-resilient system is now a security necessity, not a convenience. GPS losing its edge to BeiDou is a quiet shift with military and economic weight.

What to watch

  • First Galileo Gen-2 launches and their resilience features.
  • BeiDou's export adoption in the Global South.
  • Whether US LEO-PNT programmes get funded to close the gap.

The briefing, by email