Core Viewpoint - A competitive landscape is emerging in the 3D printing industry, particularly in Shenzhen, as DJI invests in a rival company, Smart Pie, raising concerns for its former employee, Tao Ye, founder of Tuo Zhu Technology [1][2][3]. Group 1: Investment and Market Dynamics - DJI has invested in Smart Pie, a domestic 3D printing company, indicating its confidence in the growth potential of the consumer-grade 3D printing market [4][12]. - The global 3D printing market is projected to reach $24.61 billion (approximately 1700 billion RMB) in 2024, with an expected annual growth rate of 18.5% over the next decade [12][13]. - The consumer-grade segment is anticipated to grow significantly, reaching $4.1 billion in 2024, accounting for 16% of the overall market, with a remarkable annual growth rate of 28% [15]. Group 2: Company Performance and Competition - Tuo Zhu Technology has rapidly grown, achieving revenues exceeding 5 billion RMB in just four years, outpacing DJI's growth trajectory during its early years [10][17]. - Tuo Zhu's revenue for 2024 is projected to be between 5.5 billion and 6 billion RMB, with a net profit nearing 2 billion RMB [17]. - The competitive landscape is dominated by four Shenzhen companies—Tuo Zhu Technology, Smart Pie, Zongwei Lifang, and Chuangxiang Sanwei—holding 90% of the global entry-level 3D printer market [16][26]. Group 3: Technological Advancements - Advances in technology and user experience have driven the explosion of consumer-grade 3D printing, with Tuo Zhu's innovations in hardware and software significantly improving product usability [20][22]. - Tuo Zhu's MakerWorld platform has become the largest 3D model community globally, with nearly 10 million monthly active users and over one million models available [23]. - The integration of AI in 3D design is lowering barriers for users, allowing for easier model generation and optimization, further accelerating market growth [25]. Group 4: Future Outlook - DJI's entry into the 3D printing market is seen as a potential turning point, signaling a shift from niche hobbyist products to mainstream consumer applications [27]. - The industry is expected to continue its rapid growth, with projections indicating that the consumer-grade 3D printing market could reach $16.9 billion by 2029, reflecting a compound annual growth rate of 33% [25].
五个大疆前员工攒了个3D打印公司，年入60亿，老东家坐不住了
3 6 Ke·2025-11-20 00:20