大疆，投一位潮汕90后

Core Viewpoint - The article discusses the competitive landscape of the 3D printing industry in Shenzhen, highlighting the investment by DJI in a local company, Smart Pie, and the implications for the market dynamics among key players like Tuo Zhu Technology and Smart Pie [2][5][9]. Group 1: Investment and Market Dynamics - DJI's investment in Smart Pie is based on the potential growth of consumer-grade 3D printing technology and aligns with its innovative technology strategy [2][5]. - Smart Pie, founded in 2015, has rapidly evolved from a cross-border e-commerce company to a significant player in the 3D printing market, with projected revenues of 1.6 billion yuan in 2024 and over 2 billion yuan in 2025 [5][10]. - The global consumer-grade 3D printing market is expected to reach $21.9 billion in 2024, with a compound annual growth rate exceeding 20% [10][11]. Group 2: Company Backgrounds - Smart Pie initially focused on STEM education kits before pivoting to 3D printing in 2017, launching its first printer after transitioning from being a distributor to developing its own products [3][4]. - Tuo Zhu Technology, founded by former DJI employees, has captured a significant market share, with 29% of the global consumer-grade 3D printing market and a shipment volume of approximately 1.2 million units [6][7]. - Both Smart Pie and Tuo Zhu Technology are part of a group of companies in Shenzhen that dominate the entry-level 3D printing market, collectively holding 90% of the market share [9][10]. Group 3: Industry Trends - Shenzhen is emerging as a "hardware Silicon Valley," with a complete 3D printing industry chain that facilitates rapid product development and assembly [9][10]. - The article emphasizes the importance of Shenzhen as a hub for investment in consumer hardware, particularly in the context of AI-related technologies and other innovative products [10][11].