【e公司观察】产业链 “二选一” 引发反垄断新难题

Group 1 - The core conflict between YingShi Innovation and DJI highlights the issue of "exclusive selection" behavior in the technology industry, raising concerns about antitrust regulations in technology-intensive sectors [1][2] - YingShi Innovation's founder revealed that 33 key suppliers faced "exclusive" pressure, affecting various components such as optical lens modules, structural parts, screens, batteries, and electronic chips, with some suppliers halting cooperation despite having completed sample deliveries or chip designs [1] - The sales conflict is also intense, with reports of a shopping mall forcibly removing an "Insta360" sign and prohibiting YingShi from opening a brand store during DJI's leasing period [1] Group 2 - DJI, as a leader in the global consumer drone market, has established a "super vertical integration" supply chain management model, controlling core components through self-research or deep cooperation, which may create competitive advantages [2] - The practice of "exclusive selection" in the supply chain is unprecedented in China, although similar behaviors in sales channels have led to penalties for companies like Alibaba and Meituan [2] - The antitrust law prohibits the abuse of market dominance by imposing unreasonable trading conditions, but identifying "exclusive selection" in technology-intensive industries poses challenges for regulators [2] Group 3 - A potential solution to balance innovation protection and fair competition is "technical isolation," where suppliers establish independent technical teams and production lines for different clients to avoid core technology overlap [3] - The outcome of this dispute will determine the future of both companies and may set a new benchmark for competition boundaries in the technology industry [3] - Policymakers need to find a path that encourages innovation while ensuring fair competition, allowing commercial competition to focus on products and technology rather than resource blocking [3]