Consumer-level unmanned opportunities "winter" startups have entered the commercial machine
The early drone startup 3DRoboTIcs received more than $125 million in investment. The company's consumer business is on the verge of collapse. Last week, the company proposed a new commercial market strategy. The company plans to design a camera-equipped drone for the construction company and provide corresponding image processing software. Last week, GoPro announced the recall of approximately 2,500 drones and provided a refund. The drone was launched only a few weeks ago, but it was exposed to a sudden loss of power during flight. The company did not announce when it will provide new products after the problem has been fixed. Last year, European consumer mini drone company Zano announced the closure. Consumer-level unmanned opportunities "winter" startups have entered the commercial machine Many drone manufacturers have overestimated the demand for drones by amateur players. They are currently seeing that the gradual relaxation of regulatory regulations in the United States creates opportunities in the commercial market. In addition to these flying machines, investors and entrepreneurs also point out that in the insurance, construction, agriculture and entertainment industries, there will be a large demand for software and services for aerial photographs. Many companies, including Amazon and Zipline, are also actively developing delivery drones. Previously, most companies focused on developing consumer drones. These drones can be used for competitions and photographs. However, the rise of Dajiang has had a significant impact on these companies. Through price cuts, Dajiang has become the market leader. For example, Dajiang reduced the popular "Elf 3" drone from $1,000 at the beginning of the year to about $300. 3DRoboTIcsCEO Chris Anderson said the company released the Solo consumer drone last year for about $1,500. The company was hit by the price cuts in Xinjiang. Anderson said: "It is not interesting to see a price cut of 70% in 9 months." After closing the warehouse and factory and cutting off a large number of employees, 3DRoboTIcs from Berkeley gave up the idea of ​​launching consumer products. At present, many of the company's products are still on Best Buy's shelves. The price of these products is only 1/3 of the original. This situation has spread to the entire industry. According to market research firm CBInsights, in the third quarter, venture capital investment from drone companies fell 59% year-on-year, from $134 million to $55 million. This decline is due in part to the slowdown in investment in the entire technology industry and on the one hand because the market is more cautious about drone companies. Rory O'Driscoll, a partner at venture capital ScaleVenturePartners, said that any new company that wants to compete with Dajiang is "hard to convince investors." “UAVs purchased by ordinary users are lost when they are used. They will play drones, nothing more.†The total number of employees in DJI has reached 6,000, more than many startups in Silicon Valley. The company started developing drones more than a year ago and was involved in related software development. Da Li North America spokesperson Adam Lisberg said: "The situation four years ago was that you took the product out of the box and pressed it with a button. It is now a smarter investment. Targeted the drone service." Currently, the industry's interest in drone commercials comes from the new rules of the Federal Aviation Administration (FAA). This new regulation came into effect in August, pointing out a clearer path for the commercialization of drones. However, there are still many restrictions in the new regulations. The latest regulations simplify the licensing requirements, so small companies can more easily apply for flight permits for commercial drones. 3D RoboTIcs' new plan is to equip Solo with new technology to capture 3D photos showing the shape, size and amount of materials on the construction site. Other companies, such as Drone Deploy and Airware, have also tried to make drone aerial photography more meaningful through software. Their targets include pipe laying and damage to the roof caused by hurricanes. The drone itself has retired to a secondary location. A May PwC report in May showed that by 2020, $127 billion worth of labor and business services could be replaced by drones. In the same month, reports from GrandViewResearch show that by 2024, global sales of consumer drones were only $4.19 billion. However, it is not easy to carry out the commercial business of drones. GPS equipment maker Trimble stripped the Gatewing drone line of business last month. According to a report by Bloomberg last week, Alphabet is also shrinking commercial drone projects. Some industry experts have also questioned the 3DRobotics plan. Industry analyst Patrick Egan said: "For 3DRobotics, this may not be enough, and the action is too late. They are not the only companies facing problems."
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