Drones/UAVs market map


#1

Hey,

My name is Mario Torres. I work in the autonomous vehicles industry, and I have created this map:

It shows that:

  • chip producers have an incentive to make the autonomous software of drones more available, so that new companies flourish, which will lead to selling more chips.

  • Drones are becoming commodity, thus drone producers try to move up the value chain, either by creating their own services or by partnering with service providers.

  • Technologies like collision avoidance become a product.

If I had run business in this field, I would do different strategies depending on which business I have.
If I were a drone producer, like DJI, I would push the company to move in two directions:

  • up in the chain, offering more software services (e.g. 3D reconstruction, Advanced control stations, etc)
  • Would keep moving to make drones a commodity, that would inhibit newcomers (since I would keep a large market share, optimizing the prices to fit my production costs), and would create more SDK (Software Development Kits) to use my drone platform. That way, the whole market would always be connected to me, helping me sell more drones and become more valuable to other companies as well, not easily being replaced by a new competitor.

I would like to discuss this map.

Best regards,
Mario Torres