大疆、影石 跨界竞争

Core Insights - DJI and Insta360 are entering each other's core business areas, with DJI launching the "Osmo 360" panoramic camera and Insta360 introducing the "Antigravity" consumer drone [1][3][4] - Both companies are recognized leaders in their respective fields, with DJI holding over 70% of the global consumer drone market and Insta360 capturing more than 67% of the panoramic camera market [2][7] Group 1: Product Launches - DJI's "Osmo 360" panoramic camera is set to be released on July 31, featuring 8K video capabilities and a battery life of up to 180 minutes [3][4] - Insta360 plans to launch the world's first panoramic drone, "Antigravity," which will also focus on safety compliance and user-friendly features [5][6] Group 2: Market Dynamics - The global panoramic camera retail market is projected to reach 5.03 billion yuan in 2023, with Insta360 maintaining a 67.2% market share [4] - The consumer drone market is expected to grow at a compound annual growth rate (CAGR) of 21.25% by 2030, with DJI dominating the market [6][7] Group 3: Strategic Implications - The competition between DJI and Insta360 is expected to drive technological advancements and create new opportunities in the supply chain, particularly in high-quality components [12][13] - Both companies are leveraging their existing technological capabilities to expand into adjacent markets, thereby building a more comprehensive "imaging ecosystem" [6][10]