Industry shuffled millet is just beginning to drone the excess drone will be more tragic than the mobile phone
In the circle of friends, many friends have taken the drone flight driver's license they got. I am thinking, in addition to the test driver's license, is everyone going to test a drone driver's license in the future?
This also proves from the side that the drone market is hot. According to statistics, the number of drones sold in 2014 was about 20,000. It is estimated that by 2020, the annual sales of Chinese drones will reach 290,000, and the number of companies engaged in drones will exceed 300. From the perspective of development prospects, drones have been used in aerial photography, express delivery, post-disaster search and rescue, data collection and other fields, indicating that the development potential of drones is huge.
So why is the drone market flooding so many companies? What are the main competitions between drone companies?
The improvement of the supply chain has lowered the threshold of the drone market
In May 2016, Xiaomi released the drone, which was priced at only 2,499 yuan. At the live broadcast of the conference, the Xiaomi drone appeared as a "explosive machine" and fell freely from the air. This has made this hot release more "hot".
After the incident, some netizens tweeted: The millet drone is a "bomber", but the accuracy of the "explosive machine" can be controlled.
Why is China suddenly emerging so many drone companies? Is there really no technical threshold for drones? In fact, this is mainly due to the maturity of the supply chain. Just like the Xiaomi Air notebook just released, Lenovo and Shenzhou quickly released almost identical products.
(toy drone)
In China, the supply chain of mobile phones and computers is very mature. Enterprises can buy solutions without much research and development, and then find OEMs to produce them. Similarly, in the field of drones, the model aircraft industry has been developed for more than a decade, and parts of the aircraft model like racks, motors, and ESCs have complete supply chains.
Even the core flight control system has foreign APM, Pixhawk, CC3D and other open source flight controllers to choose from, so it is very simple to manufacture a "aviation model" drone.
Some startups have seen the boom in the drone market, so they produced drones through the RC industry chain for the sole purpose of obtaining financing. I remember that an electric car company called X Xi called to catch up with Tesla. The result was revealed that the frame displayed at the press conference was removed from Tesla.
Deception has become the straw that blows up the Chinese entrepreneurial bubble, and the drone industry is no exception.
The drone industry will repeat the development of the mobile phone market
Once, there have been hundreds of brand competitions in the mobile phone market. This is also due to the maturity of the technical solution, modularization of the product, and lowering the barrier to entry. In addition, the demand for mobile phone users has grown madly, and although there are many brands, they can get some sales.
However, as the mobile phone upgrades from functionalization to brand, experience, and technology, a large number of companies without R&D capabilities and resource integration capabilities have died.
The same is true for the drone market. Hundreds of companies are currently robbing the market together, and there are a large number of "aviation-level" companies. They either have no research and development capabilities, or just get angels to invest, and are still struggling to find "next home" investors. And when the current capital market is getting colder, it is clear that getting investment is not that simple. As a result, a large number of drone entrepreneurs will reveal their original shape.
Who can stay in the big waves? I think it is mainly determined by three aspects: R&D capability, financing amount, resource integration capability, and market positioning.
As a representative of the drone industry startup company, Dajiang has already passed the dangerous period. And the drones in the entrepreneurial market are also hot, such as Yihang, Feifei, Borui space, etc., they have all received a lot of financing.
Yihang has been exposed by the media to only 6,000 units of sales throughout the year. The founder is not a technology-born person, and even less able to develop the three major functions of the cloud model, flight control and image transmission, which are related to the "model airplane" or the drone. The main practice of Yihang is to open a specialty store nationwide. It is a marketing-oriented company. Once its financing is completed, the consequences are unimaginable.
Founded in 2007, Feifei was founded by former Chinese MVP Peng Bin, which is also the company with the background of technology founders. At present, Feifei mainly focuses on the UAV application in the agricultural field, which is also a differentiation strategy.
The above two companies have more media reports, so they are not exhaustive. Next, we will mainly explore this drone startup company called “Bray Spaceâ€.
(Bray UAV Feng Weiming)
The CEO of this drone startup company is Feng Weiming. At present, they have already received double investment in the Chinese military industry Beidou and Sany Heavy Industry in the A round. The outside world has very little introduction to Feng Weiming. It is rumored that he was previously the capital side of the investment media and was not related to the technology industry.
However, this person has a strong market operation ability. His famous saying is "the so-called profession. If it is not a business, it is a nonsense. Everyone is competing with technology and ignoring the market demand. Jiangshan is playing, not designed. But all of you are paying, I am selling the business, the user recognizes, is the market."
Contrary to Feng Weiming's enthusiasm, passion and boldness, his collaborator, Borui Space Co-founder and Chief Technology Officer - Dr. Zhou Bin, a computer doctor, is low-key and reserved. According to rumors, the Borui space technology team is led by CUDA Fellow Zhou Bin from NVIDIA. The team consists of 8 doctors with more than 30 people. The team previously worked on R&D and manufacturing related to military drones and remote sensing UAVs. Before the establishment of Borui Space, it was originally looking for a civilian drone. Carrying their GPU-based image processing solutions, but found that the current market drones are not satisfied, they simply developed the Borui series of industrial-grade drones.
Because Zhou Bin is extremely low-key, there are not many reports on the Internet. However, from NVIDIA's official website, NVIDIA selected Zhou Bin as the latest CUDA academician. He has established a CUDA teaching center here and trained more than 500 CUDA programming developers and students. He has also worked on other GPU-related research projects, including leading developers of the GPU version of the Weather Prediction Model project.
The 80-year-old computer doctor has several patents in image recognition, image processing, and algorithms. This may be the focus of Beidou and Sany Heavy Industry.
We have seen the Borui Space official website. The UAVs currently displayed are mainly industrial-grade, police, agricultural and other professional-grade drones. For example, police drones have the highest load weight data, flight altitude data, and continuous flight time data, which far exceed the parameters of consumer-grade drones.
According to media reports such as 36æ°ª, the founder of Borui has military R&D experience, which provides support for police and commercial drones. At the same time, it also has a certain relationship with the investment in Beidou and Sany Heavy Industry.
The future dispute of the drone market must be a dispute over technology, a dispute over capital, and a dispute over resources. The drone company must do a good job in positioning the company, focus on a certain area to be deep and thorough, and become the first in the field, because the future drone market will be subdivided.
And do drones really have so much demand in the consumer market? At present, consumer-grade drones are mainly used by aerial photographers. This is a niche player. Can you afford such a huge industry? To move toward industrial-grade UAVs, more powerful R&D capabilities, resource integration capabilities, and industry application scenarios are needed. For example, e-commerce platforms develop courier drones, police, military, and agricultural drones.
Therefore, the drone market and the mobile phone market are similar in the industrial chain, and there is a world of difference in demand. The big reshuffle storm in the drone market is about to hit, and large-scale death is the inevitable result.
Wuxi Doton Power , https://www.dotonpower.com