Tencent millet joins the group drone to usher in the era of bloody

The Chinese drone market has reached the stage of “shuffle” in 2016.

Xiao Wan, vice president of Xiaomi, announced on Weibo that Xiaomi's spring 2016 new product launch conference will be held on February 24. It is reported that at the launch conference, there are two eco-chain products, drones and watches, which are launched simultaneously with Xiaomi 5. According to the news of the South China Morning Post, the drones that Xiaomi is going to list will not enter the high-end market. The price is about 1,000 yuan, and the players are still conquered through high cost performance.

On the first day of the CES 2016 show, Tencent joined forces with Zero-Intelligence to officially launch the YING drone based on the Qualcomm Xiaolong flight platform. The industry expects that this drone that will sink from the traditional aerial drone market to the consumer-grade market such as travel and shooting, party records, etc., will be available to customers in the first half of 2016.

After years of development, the Chinese drone market has more than 400 "players", accounting for more than 70% of the global market share. Among them, the "Southern Xinjiang (innovation) North Zero (Intelligent Control)" is the two poles. With the low prices of Tencent and Xiaomi, many industry insiders said in an interview with the China Business News that the Chinese drone market has reached the stage of "striking" of the old and new forces, and the market pattern is expected to be in the future. Remodeled in two or three years.

"Unicorn" dances with big companies

The US "Wall Street" daily reported on January 27, 2016 that Lufthansa has signed a cooperation agreement with China's Shenzhen Dajiang Innovation Technology Co., Ltd. (hereinafter referred to as "Dajiang Innovation") to jointly develop drone technology.

Dajiang Innovation Public Relations Director told the China Business News reporter that this cooperation with Lufthansa not only provides the other drones and aerial cameras, but also provides a developer platform to each other. Lufthansa will provide each according to the innovations provided by Dajiang. A variety of technologies, combined with their own needs, do a lot of things. At the same time, the cooperation with Lufthansa is only one of many cooperation projects, Airbus, Panasonic, Ford, NBA, etc., have become the innovative partners of DJI. It is understood that the main product of Dajiang Innovation is priced between 2,500 yuan and 7,500 yuan.

Dajiang Innovation has become a "unicorn" in the field of drones. In 2015, its sales revenue reached 1 billion US dollars, and the external valuation has reached 10 billion US dollars. The US FAA recently announced that the number of UAV registrations reached 300,000 in the most recent month. Among U.S. registered UAVs, DJI Innovation accounted for 45.4% of the total.

DJI’s innovative "environmental enemy" zero-degree intelligence control chose to form an alliance with Tencent. On the evening of January 4, 2016, Leibai Technology announced that it had signed a cooperation agreement with Tencent Technology Holdings and Tencent, and that Raytheon Technology holds a 10% stake in Zero Intelligence. Since then, on January 6, 2016, Zero Intelligence and Tencent jointly launched the Ying drone at the CES 2016 exhibition. It is understood that the division of labor between the two sides in the field of drones is that Zero Intelligence is responsible for product R&D, manufacturing, production management, warehousing and logistics, etc. Tencent is responsible for product planning, marketing, and channel strategies.

According to the website of the State Intellectual Property Office, Xiaomi Technology Co., Ltd. and Guangzhou Feimi Electronic Technology Co., Ltd. have jointly applied for 23 invention patents and 4 utility model patents during the period from May to June 2015. The patents involved include aircraft and operation. Control methods and devices, propeller structures, aircraft themes, and tripods. It is understood that the division of labor in this combination is that Xiaomi Technology invests in Guangzhou Feimi, which is responsible for the design and production of drones, and finally Xiaomi is responsible for marketing and sales.

The industry insiders believe that due to the rapid participation of strong "players", the Chinese drone market will gradually form a multi-polar competition.

UAV investment or tightening

When Zero Intelligence and Tencent jointly launched the Ying drone at the CES 2016 show, practitioners lamented: "The window of drone startup is basically closed, and the next step is bloody fight."


In the interview, Skye drone founder Gui Xiaoying believed that it is very difficult to start a business at least in the field of aerial drones, because the field has already born a giant such as Dajiang Innovation, and there are also well-known intelligent control, Yihang and other famous companies. The company, coupled with the joining of big companies, will be very cruel. Gui Xiaoyu said that Skye will avoid the high-altitude aerial drone market that big companies get together, choose

Wang Pengwei, chairman of Zhongruncun Venture Capital Enterprise Guorun Investment, also said during the interview that the capital cost of investment in R&D and manufacturing in the UAV field is very high. If new entrants want to occupy a place in the competition, they must have their own. Patented product.

A brokerage analyst suggested that entrepreneurs can focus on some vertical areas, such as logistics drones and agricultural plant protection drones, because the logistics automation 100 billion market is starting, and in 2016 the central No. 1 document will become an agricultural plant protection The favorable policy of the machine.

Wang Pengwei also believes that investment in the field of drones will become more cautious, because the current situation is that good UAV investment targets, most institutions have been difficult to invest in, and some startups lack technical strength and are difficult to be Investment institutions look good.