中国无人机在美缺货，美国人为何对它“又爱又怕”？

Core Viewpoint - The article emphasizes China's dominant position in the global drone industry, highlighting its full-process manufacturing capabilities and the geopolitical implications of drone technology [7][10][40]. Group 1: Market Dynamics - DJI, a leading Chinese drone manufacturer, has faced challenges in the U.S. market, with its products disappearing from major retailers due to customs issues, despite holding 90% of the U.S. drone market share [1][4]. - The U.S. has implemented various restrictions on Chinese drones since 2017, citing data security concerns, which have escalated over the years [2][3]. - Despite these restrictions, DJI continues to dominate the U.S. market, indicating a complex relationship characterized by both fear and reliance [4][6]. Group 2: Industry Structure - The global drone supply chain is characterized by a "China-led, multi-country collaborative" model, with China controlling the entire process from R&D to production [8][12]. - China holds over 70% of global patent applications in the drone sector and dominates the production of key components such as lithium batteries and sensors [10][14]. - As of last year, China had approximately 14,000 drone companies, with a significant increase in registered products, showcasing rapid industry growth [12][16]. Group 3: Military Applications - China's military drone capabilities are advancing, with the potential to switch civilian production lines to military use within 48 hours, and an estimated annual production capacity of 30 million military drones [25][26]. - The article notes that while China leads in many aspects of drone technology, other countries like the U.S. and Israel also possess advanced military drone capabilities [40]. - The ongoing conflicts in regions like Ukraine and the Middle East have accelerated the innovation and deployment of military drones, demonstrating the evolving nature of warfare [28][29]. Group 4: Geopolitical Implications - The article discusses the tension between China's dominant supply chain position and the U.S. and its allies' desire for technological independence, leading to efforts to control critical components [17][19]. - Despite attempts at decoupling, the U.S. still finds it challenging to procure drones without relying on Chinese components, indicating the depth of China's integration into the global supply chain [18][40]. - The article concludes that the future of warfare will be defined by industrial strength across the entire supply chain, from raw materials to advanced algorithms [41].