As Japan develops its first commercial drone to replace chinese-made drones, Japanese experts say dJI is in danger
Old history editing | | old history Japan drone developer ACSL, released in December 2021, Japan’s first small aerial photography drones “SOTEN (heaven)”, their purpose self-evident is to response to the call of “papa” the united, thereby limiting the development of China’s unmanned aerial vehicle (uav), so “hiring nuclear boys” announced in September 2020,Buy only secure drones to contain DJI, but can these “heisei bunkhouses” really do that?ACSL, Japan’s first commercial UAV, developed the Sora uav based on the research and development results of the “Safe and Reliable Uav Basic Technology Development” program of the Japan New Energy and Industrial Technology Development Organization (NEDO).Satoyuki Wasatani, president of ACSL, which participated in the development, said, “This is a technology development with Japan’s full support, and the UAV is an aircraft with Japanese wisdom.”So why is Japan developing drones?Are they plotting some kind of conspiracy?In recent years, Beautiful Country and other enterprising countries have been quietly working to ban and restrict drones developed by Chinese drone maker DJI Innovation and others, citing security risks.But you should know that The Chinese UAV brand “DJI Innovation” is a uav industry unicorn rooted in the UAV industry for many years, it has a variety of UAV products, the number of UAV patent applications, has the number of stable in the industry, the shipment is 70% of the global market uav industry unicorn!Can Japanese companies really challenge DJI and other Chinese uAVs if they fail to occupy the fast lane?Could their rhetoric about replacing Chinese drones be a joke?Japan has launched its first commercial drone, which it claims will completely replace foreign products.Japan’s SOTEN drones, also known as Sky Drones, are claimed to be the most “safe” drones that are manufactured in Japan and purchased by trusted companies that can be used to support social infrastructure.But such a focus on “safety” product, in the design is difficult to match DJI!Dji’s drones are smaller, have longer battery life and have more advanced cameras, which can meet the needs of some Japanese companies in the field of uav development.NTT, a leading Japanese telecom company, and its subsidiaries use drones, many of which are made in China, to inspect cables on Bridges.But some companies have said they are considering “appropriate countermeasures and security risks” and plan to replace DJI drones with Products made in Japan.Is it really the best choice for these companies to replace DJI’s drones with products made in Japan?Of course not!As Nikkei Asia pointed out, Chinese drones are far more cost-effective than Japanese ones.The report also suggested that plans by the Japanese government and companies to replace drones could go bankrupt.So, can such an unsatisfactory drone product really threaten the position of Chinese drones in the Japanese market?The answer is no!Dji has occupied about 70% of the market in Japan, and is worthy of being the leader of Japanese UAV!So why can’t Japanese drones compete with Chinese ones?What are the problems with Japan’s UAV r&d supply?First of all, Japan does not have as complete a drone industry chain as China.Uav is an intelligent hardware involving system engineering, hardware, software, structure, appearance design, market product positioning, supply chain and other aspects.It requires an industrial chain so broad that it is difficult for any country other than China to integrate it.China has not only built a fairly complete industrial system, but also the only country in the world that has all the industrial categories divided by the United Nations.Looking at more than 500 kinds of main industrial products in the world, China has more than 220 kinds of industrial products in the output of the world.While DJI has a wide range of components, it is easy to integrate its product chains domestically.In Shenzhen, as long as you have a good idea, through a few days of printing, production, will be able to turn your idea into reality!And drones require so many accessories that even the United States, the world’s leading technology, cannot supply them all.Not long ago, the Federal Trade Commission (FTC), in an effort to crack down on fake “Made in THE USA” labels, required that all or nearly all parts of products be made and sourced in the United States.But it’s not easy!Cameras, head pads, plastic parts, fuselages, batteries and other components are difficult to obtain from Meisingjian, most of which are “made in the USA” from a large country in the East.As fathers of “nuclear men”, America has this problem;Not to mention Japan, which is small in size, relies heavily on foreign trade for its economy and lacks natural resources, and relies heavily on imported raw materials for its industries.Second, Japanese drone technology also lags far behind DJI’s.Dji dominates the civilian drone industry and holds a number of uav design patents.As of May 2020, DJI has held more than 12,900 patents related to unmanned aerial vehicles, including 4,260 PCT international patents, and has been among the top PCT patent applications in China for four consecutive years.With a giant like DJI standing in the way, it’s hard for Japanese drone research to get around the technical barriers.As recently as June 7, 2021, Neil Newman, an investment analyst in the Hong Kong-based South China Morning Post, noted in his article that most of Japan’s homegrown drones also use Chinese flight control systems.This will largely limit the research and development of Japanese drones!Finally, the aging of Japanese society is serious, and the issuance of national pension causes great employment pressure of Japanese companies.To some extent, it has influenced the technological development and innovation of Japanese UAV.So Japanese drones are far from a threat, but is DJI really safe?Not really!”Dji could be like Huawei,” Fumiaki Yamazaki, chief researcher at the Information Security Research Institute in Japan, said in an interview.Just as Huawei’s pain point is its chips, DJI’s pain point is the components needed to make drones.Dji dominates drone shipments, accounting for 70% of global shipments, and even the US military needs to buy its products.Dji has a competitive edge in the market because it can manufacture drones at half the cost of its competitors.This also ensures dJI’s high shipments and high market share to a certain extent.Dji’s modules cost about 20% of the retail price. The Mavic Air 2, which costs about $750, costs about $135!This makes DJI’s drones very cost-effective and far superior in quality to its competitors at the same price.It is easy for DJI to use price to suppress competitors. Previously, the price reduction of plant protection machine made DJI known as the “price butcher”.Although uav is a representative of technological products, the price of parts required is still high. A senior executive of A Japanese UAV manufacturer once revealed that “if the product is to reach the same level as DJI, the cost of materials will be about twice that of DJI”.But DJI has its own unique, cheaper secret to keeping manufacturing costs under control!Fomalhaut Techno Solutions, a Japanese technology lab, and Nikkei took apart DJI’s then-latest aerial drone, the Mavic Air 2.Finally, it was found that nearly 80% of the parts of DJI UAV were ready-made parts used in mobile phones, smart watches and personal computers, which greatly reduced the manufacturing cost of UAV and greatly increased the market competitiveness of DJI UAV, but also planted a time bomb for DJI.Dji innovation’s patents are mainly related to the core technologies related to uav manufacturing and assembly, such as flight control system, head and head mechanism and mechanical structure, but its manufacturing parts are all from the world’s top suppliers.Dji cooperates with top parts suppliers around the world, but most of its core components, such as gyroscopes and master control chips, come from American suppliers.For example, its vision processing system comes from Movidius, a company affiliated to INTEL, and the gyroscope is purchased from Invensense and ADI. The main control chip currently uses THE ARM chip of ST Company and the CPU specially used by Qualcomm /INTEL for uav.A growing number of Chinese companies are being blacklisted by the US Commerce Department as they are restricted from exporting high-tech products to the US, amid rising tensions between China and the US.Huawei and a number of Chinese security and iot head or unicorn companies have been “blocked” before this.We can’t deny that, in the absence of alternative suppliers, it will be difficult for DJI to procure key components to assemble drones once they come under US trade restrictions.Dji will also be in the awkward position of huawei’s “coreless” availability.Can China provide the key components needed for drones?The key component required by uav is MAINLY MEMS sensor, which is a new kind of sensor. It involves many disciplines such as physics, materials science, biology, mechanics and electronics, and is smaller, lighter and more stable than traditional sensors. It is easier to integrate and intelligentized while reducing power consumption.But in terms of the current situation in China, it is difficult to achieve self-sufficiency of MEMS sensors in China!At present, the global sensor market is mainly held in the hands of the United States, Japan, Germany and other old powers.The US, Japan and Germany account for nearly 60% of the global market, while China only accounts for 10%, mainly old products with outdated technologies and low production requirements.Although China’s sensor market has developed rapidly in recent years, there is still a gap between local products and the world’s leading level.This gap is not only reflected in the lag of perception information, but also in the intelligent use of sensors and technology applied to networks.Due to the lack of comparable scale of application, compared with imported sensors, domestic sensor application technology is low, the price is high, the lack of necessary competitiveness in the market.This greatly limits the further development of MEMS sensors in our country!So how to improve MEMS sensor technology in China, increase market competitiveness?”2021-2027 China MEMS Industry Development Trends and Market Size Forecast report” released by Zhiyan Consulting pointed out that in 2020, China’s MEMS market size reached 70.54 billion yuan, an increase of 10.760 billion yuan compared with 2019, the year-on-year growth rate of 18.00%, its market growth rate is higher than the sensor market growth rate.Because of this, the state has also increased its support for MEMS products!With the implementation of intelligent manufacturing, industrial robots, artificial intelligence and other strategies, MEMS market and enterprises will bring better development opportunities.It can be predicted that the future will usher in the golden decade of MEMS products in China.”Prosperity of science and education is national prosperity”!With the help of made in China 2025, Our country is also actively training relevant scientific research talents, with talent revitalization to drive The development of Made in China, to The intelligent made in China!Thus to the world to play the Chinese brand loud business card!