In 2016 CES intelligent Skye caused a stir, and even the industry to Skye UAV and the Lily star product comparison. As a result, Lily died, and Skye didn't survive.
A former employee said in an intelligent Skye "daily economic news" interview with reporters, product sales downturn, financing flow is the main cause of the collapse of "intelligent Skye, the production cost of UAV was very high, with a relatively high rate of non-performing products, technical standards, it is difficult to sell out. Talk about financing for more than half a year, and ultimately no results."
It is understood that since last year, the UAV industry frequently bad news. Star company Lily announced bankruptcy, GoPro, 100 million airlines, zero and other companies have announced layoffs.
Industry believes that the current level of consumption UAV head effect is obvious, Xinjiang occupied a high market share, resulting in the opportunity to enter the middle and small players later. But there are practitioners expressed optimism that the consumer class UAV market is not saturated, subdivided into the field and play the game is not the same, the company is eliminated product positioning or technical problems.
Industry tide has come
This has been the industry's high hopes of the company, how step by step into trouble?
A former employee of the Shenzhen branch of intelligent Skye told reporters, on the one hand is affected by the environmental impact, the UAV market had the body is not large, last year the overall market is relatively cold; on the other hand, the product itself is not cross the border, sales is not good, resulting in thousands of product backlog.
A former staff responsible for the development of technology, admits, UAV development is relatively large, our products are not perfect enough, did not meet the production standards, has been improved. Therefore, delays in entering the market, the timing is delayed."
"We have to look at this company, but we believe that technology, team and other aspects are not particularly good, then there is no vote." A star founding partner Mi Lei told reporters.
UAV industry has been coming out of the tide. Two years ago is too hot, the market has reached a saturation stage, some small players have no chance to run out." Mi Lei said. Consumer level UAV window period has passed, the head of the enterprise Matthew effect is obvious, such as the occupation of more than 80% of the market share Xinjiang innovation.
Mi Lei believes that unmanned aerial vehicles on the technical requirements are relatively high, Xinjiang in the field of performance UAV has accumulated over ten years. Although some start-up companies can make a sample, but the technical stability, user experience is far less than the industry giants. In addition, the head of the company's capital volume, R & D team is also the general entrepreneurial team can not match."
Xu Kaiyong, director of Pine Valley investment, told reporters, (unmanned aerial vehicles) financing is certainly difficult to get, and now into the threshold is too low, two or three graduate students can be made through open source code."
There are opportunities in the field of subdivision
There are people who are optimistic about the field of UAV industry. A senior practitioner on the daily economic news reporter, said, market saturation, the conclusion is still too early, UAV market space is still very broad, product positioning and entry points, play can be different.
He believes that the industry dynamics and market breadth is the two dimension, now want to fool a product in exchange for venture capital, is not realistic. Some companies closed down, may be due to technical research and development, product positioning or team. This does not mean that the whole industry is not done, do a lot of good."
Analysys think tank analyst Zhao Ziming also agree with this view that there are still a lot of opportunities in the field of consumer segmentation vertical subdivision. "You can do small and beautiful things, such as shooting, underwater drones, etc.. The more accurate the target consumer groups, the greater the likelihood of success."
In fact, from the beginning of the second half of 2016, the amount of financing in the global UAV industry has shrunk rapidly. KPMG and CB jointly issued Insights venture capital report shows that the global UAV industry in the three quarter of 2016 only 13 pen total investment of $55 million, compared to the two quarter of 13 A total of $106 million in financing to reduce the amount of nearly half of the three quarter of 2015, with a total of 12 $134 million financing has shrunk dramatically compared.