The news that DJI is about to enter the sweeping robot came, and the market began to have voice concerns about stone technology (688169.SH) and Cobos (603486.SH) ushered in a fierce enemy.
Based on DJI's technical accumulation in the fields of algorithm navigation systems over the years, it has certain advantages in the sweeping robot, "However, even if DJI is very 'talented', the sweeping machine wants to perform well in obstacle avoidance and route planning, which takes a long time to accumulate." A head sweeping robot enterprise said to reporter.
Dji enters! Will the market pattern of vacuum cleaners change?
Recently, latepost reported that DJI has been developing a sweeping robot for four years, and if all goes well, it is expected to be released in the middle of next year, with pricing close to high-end sweeping robots on the market.
In response to this matter, DJI has responded to other media said, "DJI's products are updated and optimized very quickly, in order to ensure that certain and accurate information is passed to users, we do not provide comments on products that have not been released or related rumors."
Even if DJI does not explicitly respond to the product process, the news of its possible entry is still a deep-water bomb to the long-calm sweeper market, and the discussion about whether it will affect the current relatively stable sweeper market pattern will come.
Many respondents believe that DJI has certain innate advantages in the entry of sweeping robots, "Relying on DJI's long-term accumulation in flight control, vehicle and other fields, its algorithm navigation system may be better than the current several companies, but the current several companies are not doing badly; In other areas, such as motors, DJI is not enough to form a big advantage."
"Dji's technology accumulation is indeed helpful in the year of entering the vacuum cleaner, but it takes a long time to wait until the product is stable and even opens the market." A head sweeper company also expressed a similar view to reporters.
In response to whether to worry about the impact of DJI market share, Cobos securities department responded to the Financial Association reporter said, "At present, due to the technical threshold of the industry is relatively high, the market is still relatively concentrated oligopoly pattern, the first four accounted for a relatively high market share." The main core technology of the sweeper is the chip, the modeling method, the laser navigation, the cleaning ability, and the obstacle avoidance."
Dji entry is divided into two situations, the first is the DJI brand entry, the second is the investment enterprise entry, the two situations have different effects on the market pattern. "If it is an investment company, there may be a gap with the Dji brand in competitiveness, talent, and resources." If it's a Dji brand, the impact will be relatively greater, but it also depends on whether Dji can continue to invest in this product line."
