In the field of unmanned aerial vehicles, especially in the field of civil unmanned aerial vehicles, the Chinese company DJI has developed very rapidly, with more than 4,600 core patents, and has mastered a number of core technologies such as UAV flight control systems and spiral wing chips. Many drone manufacturers around the world are using DJI's technology and components on a large scale.
It is worth noting that DJI not only has a huge influence in the domestic market, but also can be called a unicorn enterprise in the international market, winning more than 7% of the global drone market and more than 8% of the US market. DJI's sheer size and large market share mean that it is difficult for other drone industries to grow.
Previously, the United States has taken various measures to promote the localization of the drone industry, but even the drone products launched by Intel, a famous American technology company, have not been cared for. India wants to come up with 1The development of a local drone industry chain of 600 million rupees is also generally not optimistic about the outside world.
It can be said that there is a little bit of "problem" in DJI, which will be infinitely amplified by foreign countries, and recently foreign countries have begun to "sing" about DJI, and even said: Don't overestimate yourself. Just recently, Japan** released the data after the dismantling of DJI drones, and it can be seen from this data that 80% of the chips in DJI drone products come from imports.
In fact, there is no need to worry too much about this problem, if it is really possible to use the chip to get DJI's neck, then the United States and the West have already done so. After all, in order to curb DJI's influence in the American market, the United States has long taken a series of measures against DJI.
Previously, the United States included DJI in the Entity List, and also increased the proportion of tariffs on DJI products entering the U.S. market, hoping to reduce the competitiveness of DJI products in the U.S. market by imposing tariffs. But in fact, this series of measures by the United States has no impact on DJI, but has increased DJI's market share in the US market by 5 percentage points, reaching about 85%. After that, the United States had no choice but to lift the ban on DJI.
It's not that the United States doesn't want to use chips to "jam the neck", but because the chips can't get stuck in DJI's neck. Unlike smartphones, drones are indispensable in that although chips are essential, the performance requirements of chips are not high. At present, the vast majority of drone products on the market only need to use mature chips with 28nm process to meet performance requirements.
Although the development of Chinese chips is relatively late, under the rapid development in recent years, the production capacity and technical level in the field of mature process chips have reached the international mainstream level.
The main support for DJI to occupy a large market share is DJI's core technology, especially DJI's self-developed flight control system, rotor chip, etc., which are technical barriers that other drone companies cannot break through in a short period of time.
What's more, the demand for DJI drone products in the U.S. market is extremely high. Agriculture in the United States is mainly in the form of farms, and the proportion of mechanized production scale is relatively high. Many farms in the United States need to use drones for spraying, in addition to the fire departments in the United States also use a large number of drones for search and rescue.
For the United States, drone products are not only as simple as aerial photography tools for enthusiasts, but also important tools and equipment in many fields. If drones are missing, the development of many industries in the United States will be greatly affected. But the key point is that DJI not only has advanced technology and low manufacturing costs, but also has mastered a large number of core technologies.
It's not that there are no drone companies in the United States, but the local drone companies in the United States are highly dependent on some of DJI's components and core technologies. If DJI pinched these key technologies, then many American drone companies would have to announce the suspension of production. To put it bluntly, in the field of unmanned aerial vehicles, it is not DJI, the American drone companies, that are really "stuck".
85% of the market share in the U.S. market is occupied by DJI, and once DJI withdraws from the U.S. market, or is unable to ship, then there will be a large amount of unmet demand in the U.S. market.
Not only that, DJI, as a unicorn company in the field of drones, also exceeds other drone companies in its annual shipments, if DJI does not buy these chips in the United States, then the related chips produced by American companies can only be piled up in the warehouse.
Postscript:
DJI's drone products have recently been exposed that 80% of the chips are imported from abroad, and foreign ** have said: DJI's fig leaf has been torn off. But in fact, DJI can be localized at any time, and it is not panicked at all about chip supply interruptions.
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