大疆杀入3D打印赛道 拓竹创始人发声

Core Insights - The founder of Tuozhu Technology, Tao Ye, publicly shared a post indicating that his former employer, DJI, has invested in a 3D printing company, which includes specific clauses related to Tuozhu [1] - DJI confirmed the investment in a 3D printing company, citing its belief in the growth potential of consumer-grade 3D printing technology [1] - The 3D printing market is evolving from a niche hobbyist sector to a mainstream consumer market, with significant growth in demand and technological advancements [3][4] Industry Overview - The price of consumer-grade 3D printers has decreased by 60% over the past three years, with entry-level models now available for under 2000 yuan [2] - Four Shenzhen companies, including Tuozhu Technology, control 90% of the global entry-level 3D printer market, highlighting a significant competitive landscape shift [2][3] - The production of 3D printing equipment has seen a year-on-year increase of 40.5% in the first three quarters, outpacing growth in industrial robots and electric vehicles [3] Company Performance - Tuozhu Technology is projected to achieve revenues between 5.5 billion to 6 billion yuan in 2024, with a net profit nearing 2 billion yuan [4] - In the first quarter of this year, Tuozhu's revenue reached 2 billion yuan, indicating strong market performance [4] - Smart派, another player in the market, is expected to generate sales of 1.6 billion yuan in 2024, with a shipment of 550,000 3D printers [5] Competitive Landscape - The competitive dynamics in the consumer-grade 3D printing market have shifted from fragmented competition to a landscape dominated by a few Chinese brands [3] - Shenzhen has emerged as a hub for 3D printing, with a complete industry chain encompassing modeling systems, materials, equipment, and application services [3][8] - The industry is characterized by rapid technological advancements, with companies focusing on enhancing product performance and user experience [6][7] Community and Ecosystem - Tuozhu Technology's MakerWorld community has gained significant traction, boasting nearly 10 million active users and over one million 3D models available for printing [7] - The establishment of robust ecosystems and communities is crucial for enhancing user engagement and driving repeat purchases in the 3D printing sector [7] - Companies are increasingly integrating their own slicing tools and 3D model libraries to improve user experience and maintain competitive advantages [7]