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That didn't use to be true. There was once several Western consumer drone companies (3D Robotics, Parrot, GoPro, Intel, etc.) as recently as the mid-2010s. They
by solardev 2y ago
That didn't use to be true. There was once several Western consumer drone companies (3D Robotics, Parrot, GoPro, Intel, etc.) as recently as the mid-2010s. They gave up on the consumer space because DJI just totally ate their lunch, releasing better, cheaper drones year after year. I still remember how in any given year, the annual DJI drone releases would be smaller, cheaper, better, and fly longer than the other companies' drones (which were always a few years out of date) – AND they would have a whole range of consumer, prosumer, and professional drones and various kits and bundles for every market segment and price point. Nobody else could even remotely keep up.
Here's one Western article with some background: https://www.bloomberg.com/news/features/2020-03-26/dji-s-drone-supremacy-comes-at-a-price https://www.bloomberg.com/news/features/2020-03-26/dji-s-dro.... According to it, by 2020, DJI had 80% of the US consumer drone market. It discusses how DJI ruthlessly operated its business and crushed all of its competitors. Even a later startup, founded by Tesla engineers who wanted to build batteries right into the frame, didn't do so well and was soon acquired by another company.
It's not that nobody bothered TRYING to compete with DJI. Everyone tried, both in the West and in China itself (e.g. Yuneec, Autel), but DJI beat them all. Their founder is basically the Chinese version of Musk.
From that article:
> A rather confounding issue Impossible has faced is that the purchase bids put up by police and fire departments often have specifications that guarantee the sales will go to DJI. To illustrate, Gore pulls up a request for proposal for a drone from the Kansas Highway Patrol that lists properties such as flight time, cameras, and payload capacities. The numbers match up exactly with those of DJI’s Matrice 210. “If the U.S. wants to be competitive in robotics and drones, the least it can do to jump-start its own industrial base is to award government contracts to American companies or at least let them compete for them,” Gore says. “There are about 1,000 police departments receiving DHS grant dollars and spending them on Chinese-made, DJI-made drones. We are using our federal dollars to fund what could become one of China’s first prime contractors.” [...] “DJI has incredible lobbyists,” Gore says.
- seanmcdirmid 2y agoThey competed until they were undercut, and then just didn't bother pursuing more profitable business instead. That is to say, if you can make a drone for $200, and DJI puts one out for $50, you don't really stand chance, so get out of the way and find more profitable businesses. Anyways, DJI seems to just publish its revenue ($3.83b in 2021) but is it actually making money (profit, not revenue)? I'm not finding anything on Google. If they are selling each drone at a loss and just burning through VC still, that could be a huge problem.
- palata 2y ago> That is to say, if you can make a drone for $200, and DJI puts one out for $50, you don't really stand chance The situation was more that western companies could make a drone for $1000, and DJI would make a significantly better drone for $500. Were they both $1000, the DJI drone would still clearly be better. I am not praising DJI for free here. I just think that we need to face the truth. There is no way to improve with denial.
- ryandrake 2y agoIt's not like their drones run on Black Magic or Wizardry. Surely someone can just buy that $50 drone, take it apart, see what components they are using and how much their costs are, and start from there?
- palata 2y agoYes, that's what we do! But haven't we been saying this in the West forever: "the Chinese copy: they buy our products, take them apart, and just copy"? Now we realize that they actually learned, and it was not straightforward. They are ahead in robotics, and we can't just "copy": we have to learn. And it takes time.
- seanmcdirmid 2y agoIt isn’t clear they aren’t taking a loss on each of their drones. If they are, you c ant really copy it at the price point they are selling it for.
- palata 2y agoYou keep commenting everywhere after ignoring what people are telling you: Ignore the price, and the DJI drones are still way better. Even receiving a ton of money from the DoD, Western companies fail to compete with DJI greatly.
- shotnothing 2y ago