The second "Huawei" appeared?The DJI drone was disassembled, and 80 chips were purchased
DJI was submarined"Caught"
As we all know, the reason why Huawei can be"Stuck neck", it is because of heavy reliance on American chip technology. Therefore, after the Huawei incident, it has repeatedly reminded domestic technology companies that they must insist on self-research and diversified provision, and there can be no more"It's better to do than to buy"ideas. However, after a report of the dismantling of DJI drones leaked out, unexpectedly, many netizens gradually questioned the second one"Huawei"Did it appear?The situation is not optimistic!
According to the teardown report, the main battery chip, noise cancellation chip and radio signal chip were also acquired by the American chip giant. Obviously, as with Huawei, this puts the US on DJI chips"Stuck neck"。In fact, the United States is also doing this, and the most common sanctions, such as blackmailing, tariffs and the existence of their buttons"Safety hazards"'s hats, DJI has had them, but why did DJI survive this?
Is DJI being dismantled?
DJI is a company whose main product is drones, and its drone products cover multiple levels and fields such as consumer, professional, and military. Due to the characteristics of high performance, low performance, and easy operation, DJI drones occupy an absolute advantage in the world, with a market share of more than 70%. But in this seemingly perfect drone, there is a fatal flaw: the chip.
The chip is the main component of the drone, which determines the performance, function, stability and many other aspects of the drone. However, due to China's still large gap and dependence in the field of chips, DJI has to go abroad to buy chips to meet the needs of its own drones.
According to a report by the U.S. Congress, 80% of the chips in DJI drones are purchased from abroad, and many of them are U.S. chips. DJI's flagship product"Elves"The series of UAVs uses the CPU of Intel Corporation of the United States, the wireless communication chip of Qualcomm and the image processor of AMBA. These chips are not only the main components of DJI drones, but also important customers and regular income for American chip companies.
However, when DJI relied on foreign chips, it became the target of public criticism in the United States and was subjected to **. The U.S.** places DJI on the Entity List, prohibits U.S. companies from marketing and partnering with DJI in any way, and imposes various restrictions and prohibitions on DJI's products and services. This means that it will be difficult for DJI to obtain chips in the United States, and it will also be difficult to sell drones in the United States. This is obviously a huge shock and challenge for DJI.
In response to the U.S. ban, DJI has taken two measures: one is to find integrated circuit vendors in other countries and regions, such as Taiwan, South Korea, and EuropeThe second is to speed up the progress of independent research and development and replacement of integrated circuits, such as establishment"DJI***"He is mainly responsible for the design and development of integrated circuits. These two measures are aimed at minimizing dependence on American chips and improving their competitiveness and safety in the drone industry.
DJI will be the second"Huawei"Is it?
It's just that the United States has also attached great importance to DJI in recent years, and according to this point of view, DJI will not become the second"Huawei", encountering the same industrial chain situation?In fact, DJI's key technology map is not limited to the proportion of parts in front of it, although foreign parts are used, these products are not irreplaceable.
There are many parts and components of UAVs, including flight control systems, cameras, mapping, remote control, energy, structural mechanisms, etc. In addition to flight controllers and data transmission, there are also many leading manufacturers of other technologies and products in the global industrial chain, and there are more than a dozen manufacturers of some components.
Even if there is no specific part, it may be supplied by another manufacturer. Therefore, even if the technology of the United States has a great influence, it is impossible to cover every corner of the spare parts.
The basic technologies of flight control system and map transmission are all in the hands of DJI. DJI adopts independent research and development methods, forms independent intellectual property rights for basic technologies, and solves problems through self-research in areas that cannot be replaced by the industrial chain.
Therefore, many foreign media believe that if DJI uses 80% of foreign components, it will be the same as Huawei, and it will actually be slapped in the face. The United States has paid attention to DJI countless times, and also intends to restrict DJI's sales in the U.S. market to help the development of American drone brands.
DJI solved the problem with a price increase strategy, as the other party had to compromise because it could not find a more effective alternative to the drone and was not willing to put up with the price increase. It is precisely because of the mastery of basic technology that DJI has been able to become the world's first in the drone market.
What makes DJI stand out in the drone space?
In the drone industry, DJI's global market share is more than 70%, not only popular in the domestic market, but also in overseas, DJI drones are also appreciated by many consumers in the United States, Europe and other markets;According to the dismantling statistics, more than eighty percent of the chips in the DJI drone rely on imports from abroad, and all the chips used in the DJI drone come from the United States!The noise control, radio, battery and other chips used by DJI drones are all from the United States!
If DJI's drones rely on American chips, wouldn't it be easy for them to be American"Run"to become the second"Huawei"？In fact, in recent years, the United States has listed DJI as the so-called"Entity Inventory"and impose tariffs on DJI drones, but DJI seems to be very difficult, if you impose tariffs, then I will directly increase the price, and consumers in the local market will pay in the end, and DJI's market share in drones has not decreased, but has increased, which shows that DJI drones are irreplaceable!DJI drones are irreplaceable!
Judging from DJI's dismantling data: noise control, battery, radio and other chips are all used in the chips of the American chip giants, which to a certain extent is basically given to the former United States"Stuck neck"provides a certain opportunity;But in fact, the former United States has been looking for DJI in recent years"Trouble"。But in fact, the United States has been looking for DJI in recent years"Trouble", in addition to the tax increase on DJI, has repeatedly included it in the so-called"Entity List"；But DJI never seemed to be afraid, and these measures didn't seem to have any effect on DJI!
In the overseas market, DJI's drones can't even find a decent competitor, so DJI is not afraid;The reason why DJI dares to be so tough and not worried about being stuck in the neck of development, in addition to DJI's independent research and development of independent research and development of key technologies, the main thing is that most of DJI's employees are from scientific research, DJI has always adhered to core technological innovation in the field of drones, and the current drone-related patents controlled by DJI exceed the current ones, and the drone-related patents controlled by DJI exceed 4There are more than 600 drone-related patents, among which DJI's rotor chip technology and flight control system technology are unmatched in the drone industry
What's more, DJI has made the right choice in terms of product positioning to ensure its uniqueness in the market. Unlike Huawei, DJI's market positioning is very accurate, which allows it to stand out from the competition. This uniqueness gives DJI a certain sense of security, allowing it to remain competitive in the market.
The repeated suppression of DJI by the United States does not seem to have shaken the pace of DJI's rapid development. On the contrary, this crackdown has strengthened DJI's resolve. DJI is not dragged down by sanctioned chip dependencies because DJI has the ability to replace these chips and has a greater grasp of its core technology. On the contrary, restrictions in countries such as the United States have created more unique market advantages for DJI.
In short, although DJI uses American chips, its basic competitiveness is not limited to this. DJI's strong technology accumulation and precise product positioning have enabled it to gain a firm foothold in the face of pressure from the United States and have achieved good results in the market. While the U.S.-China tech war continues, DJI's performance shows the resilience and vitality of Chinese tech companies. Let's wait and see how they meet the challenges ahead.