大疆推出扫地机器人“ROMO”，硬氪独家获得产品图

Core Insights - DJI is set to launch a new line of robotic vacuum cleaners named "ROMO" in mid-June, featuring three versions, including one with a transparent design to showcase its internal structure [1][4] - The introduction of ROMO marks DJI's expansion into a new product category, following its success with drones, and aims to address existing pain points in the robotic vacuum market [4][5] Product Development - The ROMO project was initiated in 2021 and has undergone multiple iterations over four years of development [4] - DJI aims to create a robotic vacuum that is user-friendly, aesthetically pleasing, and intelligent, ultimately allowing users to achieve a hands-free and thorough cleaning experience [5] Market Opportunity - The global robotic vacuum market is projected to exceed 20 million units shipped in 2024, with a year-on-year growth of 11%, and an overall sales revenue surpassing $9 billion [5] - In China, over 5 million units are expected to be shipped, with a significant 28% increase in the fourth quarter due to government subsidies [5] - The market is highly concentrated, with the top five companies holding over 60% of the global market share, indicating substantial revenue potential for individual companies [5] Competitive Landscape - The robotic vacuum segment has shown that individual companies can generate over 10 billion yuan in revenue, with Stone Technology and Ecovacs contributing 10.8 billion yuan and 8 billion yuan, respectively, last year [5] - Despite the growth, the market penetration of robotic vacuums remains below 10%, suggesting significant room for expansion [5] Technological Synergy - DJI's expertise in drone technology is applicable to robotic vacuums, as both share foundational technologies in sensors, navigation algorithms, control systems, communication, artificial intelligence, and machine learning [5] - The launch of ROMO follows the success of DJI's Pocket series, with high expectations for its performance in the smart home cleaning sector [5]