Waiting for 5g industrial UAV
5g commercial will loosen the spring of the industrial UAV industry again. However, after experiencing the ups and downs of the industry, people in the industry are more calm about the development of the industry, and the capital market is no longer so blind and crazy
Article | Chinese entrepreneur | Li Jie | Li Wei's head picture source | respondent
the UAV industry smells the fragrance of 5g
on June 6, the official announcement of the Ministry of industry and information technology on 5g undoubtedly pointed out the future development direction of domestic science and technology enterprises. As a UAV that relies heavily on communication signals, 5g will unlock new scenes for it
for a time, capital inflows. Hu minglie, founding partner of farsighted capital, recently revealed to "Chinese entrepreneurs": "recently, there have also been industrial UAV projects, which is a new attempt."
in 2012, Hu minglie invested 10million yuan in Angel rotation to bet on Dajiang. Since then, he has been paying attention to the UAV track. However, unlike the original investment in Dajiang to focus on the consumer market, Hu minglie now pays more attention to its industrial use when watching the UAV track project
according to the application field, UAV can be divided into consumer UAV and industrial UAV. Consumer UAVs are mainly used in personal aerial photography, while industrial UAVs are widely used in agricultural plant protection, land survey, security and power inspection
Hu minglie said that because different customers have their corresponding demand points, entrepreneurial companies are easier to find application scenarios in industrial UAVs and break out of the siege
Dajiang has long become a "unicorn" in the field of domestic consumer UAVs. After the oligarchy trend formed in Xinjiang, the market pattern has been basically finalized. As a result, the wind of industrial drones gradually rose, capital entered, and countless start-ups were born. But under the magnesium light, several families are happy and several families are sad
5g commercial will loosen the clockwork of the industrial UAV industry again. However, after experiencing the ups and downs of the industry, people in the industry are more calm about the development of the industry, and the capital market is no longer so blind and crazy
the wind rises and the clouds fall
in February 2015, a Dajiang UAV carrying a 9.15 carat diamond ring witnessed the love between Wang Feng and Zhang Ziyi, and also brought Dajiang into the public view, which was originally known only to a few geek players
Dajiang's reputation suddenly exploded in China, causing an upsurge of drones in the capital market. From 2016 to 2017, like the Cambrian biological explosion, several UAV enterprises emerged, and a large number of entrepreneurs with BP wanted to follow the pace of Dajiang and become trendsetters in this industry
how popular were drones in those two years? Even the heroine in the idol drama "arbor in the South" has been built into an entrepreneur in the field of UAV; As long as it is a technology company, it will be asked "will it take advantage of the tuyere to enter the field of UAVs?"
however, in the consumer UAV market, the momentum of Dajiang did not leave too many opportunities for rivals. According to the all-weather science and technology report, the revenue of Dajiang in 2012 was 160million yuan, which rose sharply to 17.57 billion yuan in 2017, with a year-on-year increase of 79.6%; The net profit was 4.3 billion yuan, an increase of 123.2% year-on-year; In 2017, the consumer UAV business accounted for 85% of the total revenue of Dajiang. 70% of the global UAV market is controlled by Dajiang
under the dazzling aura of Dajiang, most start-ups reluctantly hit the bull's-eye of entrepreneurship at the industrial UAV, which was still a blue ocean at that time
"I think the maturity of Dajiang has its contingency and inevitability." Hu minglie told Chinese entrepreneurs that "it is difficult for the consumer UAV track to have enterprises that compete with Dajiang."
2012, when farsighted capital invested in Dajiang, Dajiang was not yet mature at that time, and there were still many problems, such as not being open to investors for adjustment. "An enterprise will always have various problems in different development periods. As an investor, whether to accept the risk with a clear understanding of the risks is the key."
at that time, Dajiang's profit of 60million a year was enough to meet the standard of a listed company, which made other investment institutions around Dajiang look at it more from the perspective of gb/t 22796 (2) 009 quilt and quilt PE, while Hu minglie "looked at" Dajiang from the perspective of a start-up company and gave it more tolerance
in 2016, industrial drones became popular. Relying on the advantages of domestic manufacturing industry, most of the players who entered the game chose to make hardware, that is, drones themselves
"a large amount of capital hot money is used to continuously make homogeneous aircraft, using one flight control to make multiple batches of aircraft, or the same open source flight control, and then make a model with a little change." Wang Haibin, the founder and CEO of Xingluo intelligence, sighed to Chinese entrepreneurs, "at that time, there were thousands of companies making hardware machines, and the competition was very fierce."
a large number of UAV enterprises flashed like a meteor in the curtain of capital and tuyere
with the emergence of new air outlets, for UAVs, the enthusiasm of the capital market like stars holding the moon gradually tends to calm down. Since 2017, the emerging UAV companies have begun to show a multi polarization direction, such as machine plus software services, flight control, power line patrol, security and fire protection, etc
"5g will once again boost the development of UAVs. In the next 3-5 years, the UAV market will once again form explosive growth." Many people in the drone industry said to "Chinese entrepreneurs"
industry insiders generally believe that 5g mainly brings three benefits to the UAV industry: large connection, high bandwidth and low delay. Among them, "low delay" is particularly important. 5g extends the control range of UAV infinitely and reduces the overall cost of intelligent UAV
however, it will take some time for 5g and UAV to achieve the ideal state of "harmony". At present, the laying of 5g base stations in China is still in the pilot state, and the rain and dew of 5g will fall on the UAV industry after the field has been mature and developed
ideal and reality
Chengdu, Sichuan, is also known as Chengdu. In addition to the labels of hot pot, food, beauty and Bashi, Chengdu now also has a "tough guy" side
Guo Liang is a native of Chengdu. In September 2015, he chose to start his business in the UAV industry in his hometown and founded Aoshi technology
Guo Liang was obsessed with airplanes since childhood. He graduated from Nanjing University of Aeronautics and Astronautics with a Ph.D. in aircraft design and joked, "my purpose in taking the college entrance examination is to learn aircraft design."
during his blog reading, Guo Liang thought, which market will be broader in the future domestic UAV industry, consumer UAV and commercial industrial UAV? Finally, he chose the industrial UAV as the entrepreneurial track. Before starting his business, he worked in the research and development of high-end unmanned aerial vehicles in national research institutes
when talking about Chengdu, Guo Liang's tone revealed pride, "in the field of consumer UAVs, Shenzhen is undoubtedly the leader, while in the field of large-scale and industrial UAVs, Chengdu is a well deserved highland."
with the popularity of domestic mobile Internet and consumer electronic products, the price of small electronic components such as GPS, IMU and other modules has fallen, and the performance has become more stable, which has rapidly improved the cost performance of small civil UAV
in addition, in the past five years, under the wind of UAV, a large number of science and engineering students studying software and hardware technology have become practitioners in the UAV industry after graduation, which has accumulated talent dividends
"in European and American countries, it is very difficult to find so many aviation related engineers in a city." Guo Liang told Chinese entrepreneurs
Chengdu now has an industrial chain integrating the R & D and manufacturing of UAV, flight control system and supporting operation services, and has hundreds of enterprises related to the UAV industry
the UAV of Aoshi technology focuses on the two key technologies of the UAV industry: pure electric and vertical take-off and landing fixed wing, and provides software services for other industrial UAV companies. This is the mode that Guo Liang believes that the commercial technology of industrial UAV can be realized
Guo Liang, who has experienced the wind and the decline of capital, sighed: "when the tide ebbs, my feeling is particularly profound."
in the first wave of boom from 2015 to 2016, we mainly showed the ability to turn ideas into technology, or the ability to turn technology into prototype products; The second stage from 2017 to 2018 is to pay more attention to the ability of enterprises to turn products into commodities. In his view, after entering the second stage, investors also focus more on technical strength and problem-solving ability, and prefer enterprises that can integrate the entire industrial chain and supply chain
ideal in front of reality is like a layer of filter
a large number of UAV enterprises have empty technology, and they are on the road to commercialization. Fortunately, the UAV enterprises left behind are also constantly exploring and transforming
in agricultural plant protection, a highly mature industrial UAV field, Jifei technology and Dajiang UAV compete. Dajiang extended its tentacles to the b-end agricultural field, and launched the first agricultural plant protection UAV in November 2015; After many transformations, Jifei technology focuses on autonomous flight function, which is different from the pilot control mode emphasized by Dajiang
in the field of logistics UAVs, foreign Google wing has also acted frequently recently; In China, Mao Shengbo, a partner of panda capital, invested in Xunyi, which "delivers takeout with drones" in 2018
Xunyi mainly focuses on small load express delivery and takeout delivery. "When the logistics cost of UAV is lower than that of manpower, it will be widely used in new retail scenarios." According to Mao Shengbo, this segment has broad market prospects. "China has a large volume of small package distribution, and the population density and distribution are also very suitable for this."
Mao Shengbo revealed to Chinese entrepreneur that each aircraft of Xunyi is self piloted, without human intervention, and is automatically managed in the background through a cloud tower. All aircraft are driven by artificial intelligence, and there is communication between aircraft. In addition, each aircraft will upload what it has learned back to the cloud tower
there are many difficulties
Gong Qiqin, co-founder of Jifei technology, hangs an oil painting in his office, which is based on a photo taken by the team during their inspection in southern Xinjiang. In the picture, four Uygur children are curiously playing around a plant protection UAV
public data show that China currently has about 2billion mu of arable land, accounting for 8% of the world's total arable land, but uses one third of the world's pesticides
"using drones to inject medicine can reduce manpower, improve efficiency, and operate more accurately." Gong Qiqin sighed to Chinese entrepreneurs, "the first plant protection UAV that was refitted at the beginning had to take off and land by hand. Now Jifei's technology has been completely intelligent, realizing full autonomous and precise spraying, and large-scale and routine operations over cotton fields."
the use of industrial UAVs in China is still in its infancy, and the market scale is far less than overseas
talking about the biggest problem facing enterprises at present, Aoshi technology Guoliang said frankly that most industries served by the company had not used aircraft before, which made the education cost in the domestic market higher. Overseas knowledge of aircraft applications will be more sufficient. Proprietary and unique controller as the core of the control system
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