On May 16, DJI released two flagship load products Zensi H30 and H30T, the new integrated wide-angle camera, zoom camera, laser rangefinder, near infrared light and infrared thermal imaging module, priced from 27600 yuan.
Drone load is one of the important products of DJI industry application, and it is also the key to expand the application scenario of drones. Using it to carry a UAV flight platform, it can break the condition restrictions of the UAV itself, see further and clearer aerial monitoring pictures and data under changing lighting conditions, and improve operation efficiency and operation accuracy and precision.
IS215UCCAH3A Dji industry application relevant person in an interview with the interface news introduced that compared with the previous generation of products, Zen H30 and H30T complement the defects of night vision ability, and can avoid interference in complex operating environments such as strong and weak light and haze, and is more conducive to observing target objects, and is more practical in security, emergency, search and rescue and other application scenarios.
The breakthrough of distance and shooting scenes in the industry means a wider range of applications. Yang Zhen said that Zen series load products have been applied in security emergency, animal protection research, maritime patrol, power inspection and other fields. For example, in the field of emergency public security, night vision function is used to achieve night arrest and rescue.
The core value of drone manufacturers is to obtain monitoring data at a lower cost and continuously improve the use value of data. Because the data acquisition is mostly determined by the payload capacity of the drone, the Ofactory with multi-load tools and integration capabilities is relatively more advantageous, which is also the reason why DJI continues to introduce a variety of load products.
Compared with consumer drones with a single use scenario, industrial drones have a larger scope of use and business opportunities. As early as 2016, DJI founder Wang Tao predicted the arrival of the ceiling of the consumer drone market, “20 billion has already seen the head.” Therefore, in 2017, DJI released the first industrial application UAV Jingwei M200 series, and began to look for opportunities in agriculture, inspection, security, surveying and mapping, transport and other fields.
IS215UCCAH3A Delivering drones is one such breakthrough. In 2023, DJI’s civil carrier drone DJI FlyCart 30 can achieve a maximum load of 30 kilograms and a maximum range of 16 kilometers, and the function of the drone has also expanded from data monitoring to transportation. However, due to the high cost, its price is relatively high, starting at 126,000 yuan.
Since 2017, DJI has no longer announced revenue data, but according to the 2023 China’s Top 500 Private Enterprises list released by the National Federation of Industry and Commerce, DJI’s revenue in 2022 reached 30.144 billion yuan. According to interface news, industry applications have become one of DJI’s fastest growing businesses.
According to Frost&Sullivan, from 2019 to 2024, the size of the global consumer drone market will only increase by 2 times, but the size of the industrial drone market can increase by 10 times, and the size of China’s industrial drone market will reach 320.8 billion yuan in 2024.
Dji is likely to be one of the biggest beneficiaries of the expansion of the industrial drone market. There is no report in the industry to indicate the specific market share situation, a number of third-party market research reports show that DJI, Corbett, Pegasus robot, pole fly technology, China Haida, Ewatt are the main participants in the industrial drone market, in addition to the current market share of DJI is high, other enterprises market share are relatively low.
Industry insiders on the interface news analysis, industrial UAV technology threshold is high, DJI in the UAV industry to improve the research and development system and investment intensity determines that it can have a better balance in product performance and price, which is the core advantage of DJI. For example, the load product Zen L2 released by DJI last year costs nearly 100,000 yuan, and there are almost no domestic competitive products, while the price of foreign competitive products is nearly 10 times higher than L2.
But DJI also has challenges in the field of industrial drones, and the industry still has a lot of technical difficulties to solve. For example, in the volume of the already small load products, want to stronghold more modules, to achieve more functions must make trade-offs and abandon.
The industry has always looked forward to technological innovation, but whether it is DJI or other manufacturers, they are still facing no small technical challenges.