“背刺”打工人 大疆也“无奈”？

Core Viewpoint - DJI is facing backlash from consumers due to significant price reductions on its products shortly after purchase, leading to discussions about consumer rights and company practices [2][5][10]. Group 1: Price Reductions and Consumer Reactions - During the National Day holiday, DJI announced price cuts for several products, including the Pocket 3, which saw a reduction of 700 yuan for the standard version and 900 yuan for the all-in-one kit [2]. - Consumers who purchased products shortly before the price drop expressed feelings of being "betrayed," leading to discussions on social media about returning products and seeking compensation [2][5]. - The Pocket 3, despite its price cut, remains popular, indicating strong demand even after two years since its release, with sales reaching over 10 million units and revenue nearing 20 billion yuan [5][11]. Group 2: Competitive Landscape - DJI is under pressure from competitors, particularly from companies like Insta360, which has a dominant market share in the panoramic camera segment and is now entering the drone market [8][9]. - Other smartphone manufacturers, such as OPPO and vivo, are also developing products that compete directly with DJI's offerings, potentially impacting DJI's market share [9]. - The competitive dynamics are shifting, with traditional brands facing challenges from new entrants that leverage their supply chain advantages [9][12]. Group 3: Market Growth and Concentration - The handheld smart imaging device market is projected to grow at a compound annual growth rate of 12.9%, reaching a market size of 59.2 billion yuan by 2027 [11]. - The market is highly concentrated, with the top three companies expected to hold 78.9% of the market share by 2024, indicating intense competition among leading players [12]. - DJI's market share has declined from 19.1% to 13.2%, highlighting the increasing pressure from competitors and the need for strategic pricing and promotional activities [12][13].