Workflow
36氪独家|大疆将于7月发布其首款全景相机DJI Osmo 360,赛道或大洗牌
3 6 Ke·2025-05-29 09:06

Core Insights - DJI plans to launch its first consumer-grade panoramic camera, DJI Osmo 360, in July, which may disrupt the panoramic camera market [1][9] - The DJI Osmo 360 has received FCC certification and features a compact design with a dual-lens symmetrical structure and a 1950mAh battery [1][5] - The global retail market for panoramic cameras is projected to grow from 2.51 billion yuan in 2017 to 7.85 billion yuan by 2027, with a compound annual growth rate (CAGR) exceeding 10% [7] Company Analysis - DJI has entered the imaging sector later than competitors like GoPro but is expected to be a formidable player due to its established technology [7] - The Osmo Action series has gradually taken market share from GoPro, and the Osmo Pocket 3 has become a popular product among content creators [7][8] - The company leverages its mature gimbal technology from the drone sector to enhance its imaging products, indicating a seamless transition into the panoramic camera market [8] Industry Trends - The panoramic camera segment is characterized by rapid growth, driven by an increase in content creators and diverse short video formats [8] - The supply chain for imaging devices is relatively transparent, with core components sourced from leading manufacturers, making brand premium and user experience critical for competition [8] - The market for consumer-grade panoramic imaging remains fluid, presenting significant opportunities for new entrants like DJI [8][9]