Can the plant protection drone blue sea cry really shake the drone market to rise rapidly?

[ China Agricultural Machinery Industry News ] Once swarmed into the field of drones, but in the "capital dilemma" in the lifeline, in front of the "technical dilemma", the tens of billions of "plant protection "Airport" "Industrial drone blue sea" "Fire drone air outlet" ..., the voice of the blue ocean in the industry can really shake the capital to help push the drone market to rise rapidly?

Homogeneous flooding

At the end of November, Corbett announced the completion of the 200 million yuan Pre-IPO round of financing led by Meihua Angel. The burning of money and the reshuffle of the industry are still one after another. The black flying, air traffic control and navigation policies are an eternal topic.

However, in terms of technology update and product iteration, the drone market has not brought much surprise to the outside world. On the contrary, the "financing war", "burning money war" and the ongoing "elimination" occupied a hot topic.

Some insiders said: "The development of UAV technology has reached a bottleneck period."

As the development and breakthrough of new technologies become more and more difficult, the traditional technology can limit the performance of aircraft platform systems to a limited extent. It is difficult to have a generational leap of more than 20% of this magnitude. In short, the technology of the current UAV market is highly homogenized, and the improvement of technical services has not met the potential market demand.

"There are a lot of airshows in these two years, but it seems that they are basically the same, there are fewer new technologies, and there are not many things that make people shine." A Beihang drone professional sighs and displays a wide range of products. It cannot hide the reality of homogenization.

According to professionals, the investment cases in these years can be divided into three types: focus on industrial integration, material processing, composite molding, training, after-sales, small airports, navigable towns... open the entire industry chain; focus on Capital operation, maintaining basic business operations, focusing on the financial industry and real estate industry as a breakthrough point, the money to use another way to increase value; focus on new technology breakthroughs, occupying the technical high ground of the industry. Most of them are the first two, and there is less focus on technology accumulation and breakthroughs. ”

In the case that everyone's technical level is similar, it can only attract people's attention by market and channel, quality and word of mouth, as well as service and gimmicks.

Drone industry group image

Today, as the range of applications for drones continues to expand, including military, commercial, scientific, entertainment, agriculture, security, logistics, surveillance, product delivery, aerial photography, and more. But what everyone talks about is that consumer drones are gradually transforming into industrial drones. There are also more and more drone companies that have sniffed more business opportunities in the industry.

When it comes to drones, you have to mention the industry is big. Most people know that Xinjiang is starting from an aerial camera. According to NPD.Group, one of the global research institutes, the "Analysis of Sales of UAVs in the US in the Second Quarter of 2017" shows that sales of consumer-grade UAVs in the US offline market still occupy market share. 77.2% for terror.

Consumer-grade drones seem to be an unreachable label for Dajiang, but whether it is industry-level or consumer-grade, multi-axis drones have always been the strength of Dajiang. Dajiang has said that the previous consumer-grade UAVs are not in conflict with the current industrial-grade UAVs, and because of the multi-year technology precipitation in the consumer sector, they are more confident in the industry-level launch.

In the field of consumption, although there are thousands of them, and there are upstream and downstream upstream, but basically the pattern has been fixed, that is a big situation, it is difficult to shake this pattern.

However, from the demand of industrial drones, the gaps presented are huge, including industrial exploration, fire protection, power monitoring, etc. Because the working environment is very difficult, the demand for UAV monitoring environment is urgent; Needless to say, "the ventricle" is evident from the enthusiasm of the drone companies in recent years.

Military UAVs have the characteristics of “high cost”, “high standard” and “high threshold”. The development cycle is long, the response demand is slow, and there is a lack of competitiveness in the civilian market.

In general, the tilt from consumer drones to industrial drones is quite a lot of opportunities, while military drones say "military and civilian integration" but obviously need a process. At present, this field has not been completely opened up, most of them are " The People’s Participation Army, but the follow-up development is still worth looking forward to.

"Scandal" maps industry ills

I believe that "Hangzhou Xiaoshan Airport filmed the landing of civil airliners" and "the forced landing of hundreds of flights from Chengdu Shuangliu International Airport"... can be said to be the notorious big in the drone circle and even the technology circle in the past year. event.

The drone "black fly" directly maps the regulatory loopholes. The no-fly order and the limited flight order have gradually been promulgated in many provinces and municipalities. The division of clearance areas and flight-limited areas has become a helpless choice for many cities. However, the "one banned" drone supervision method can not cause minor injuries to the entire industry. Although the "real name system" has been introduced, the system that has been rushed to launch is obviously full of loopholes and needs to be constantly improved.

In addition, a number of unscrupulous companies have adopted the policy subsidy to establish a shell company to "cheat" the prevailing wind. There is also a serious lack of relevant supporting facilities in the field of plant protection drones. As for the current “shared drones”, it is yet to be tested by the market.

In short, the current ills of the UAV industry do not deny the future development of the UAV industry, but it is like the locusts eroding this big cake and affecting everyone's "appetite" and interest division. Therefore, relevant regulatory authorities and merchants should jointly shoulder the burden of the development of the drone industry, improve the regulatory system, and solve the industry's pain points by “technology-based”, so that the real harvest will go further. (Original title: "Large" thinking in the drone market: standing on the vent, waiting to harvest!)