大疆离职员工，「打印」出一个百亿独角兽

Core Insights - Bambu Lab, a Shenzhen-based tech unicorn, has captured nearly 30% of the global consumer 3D printing market within four years of its establishment, with a valuation exceeding 100 billion RMB [6][7][12] - The company’s revenue surged from 2.7 billion RMB in 2023 to 6 billion RMB in 2024, marking a year-on-year growth of approximately 33 billion RMB [7][12] - Bambu Lab's products have been recognized for their industrial-grade performance at consumer prices, gaining significant attention from influencers and media [6][12] Company Overview - Founded in 2020 by former DJI core team members, Bambu Lab aims to revolutionize the 3D printing industry, which was previously dominated by "farmers" operating multiple machines [6][10][12] - The company’s first product, the Bambu Lab X1, launched in 2022, was well-received, generating nearly 50 million RMB in crowdfunding within a month [12][13] - Bambu Lab has shifted its strategy from targeting niche enthusiasts to attracting new users by offering affordable and user-friendly 3D printers [13][14] Market Position and Growth - In 2024, Bambu Lab's sales volume reached approximately 1.2 million units, achieving a market share of 29% in the global consumer 3D printing segment [16][21] - The company benefited from government subsidies and influencer promotions, significantly boosting its domestic sales [16][21] - Bambu Lab's rapid growth has led to a substantial increase in its workforce, expanding from 139 to 571 employees between 2022 and 2024 [20][21] Technological Advancements - Bambu Lab's competitive edge lies in its innovative technology and product development, with a focus on creating high-quality, user-friendly machines [18][19] - The company has maintained a strong emphasis on product perfection before market release, contrasting with industry norms of relying on user feedback for improvements [19][20] - Bambu Lab's latest H2D printer integrates laser engraving and cutting capabilities, showcasing its technological leadership [19] Challenges and Competition - As Bambu Lab grows, it faces increasing pressure in customer service and product support, particularly as the user base expands [25][26] - The company is also encountering competition from other established players in the 3D printing market, which are launching similar products at competitive prices [26] - Legal challenges have emerged, including a patent infringement lawsuit from Stratasys, which could impact Bambu Lab's revenue in the U.S. market [26]