大疆与影石的供应链之战

Core Viewpoint - The article discusses the competitive tension between two companies, DJI and Insta360, highlighting the supply chain exclusivity and market strategies that have emerged as a result of their rivalry [2][5][30]. Supply Chain Exclusivity - Insta360's founder revealed that several core suppliers have faced pressure to not collaborate with Insta360, indicating a trend of exclusivity in the supply chain where suppliers must choose between working with DJI or Insta360 [2][8]. - The exclusivity has escalated, with suppliers being explicitly instructed to cease any cooperation with Insta360, impacting their ability to source critical components [9][10]. - The primary area affected by this exclusivity is the optical lens module sector, where suppliers are increasingly pressured to align with DJI due to its dominant market position [11][17]. Sales Channel Conflicts - The competition has extended to sales channels, with reports of physical store signs for Insta360 being forcibly removed due to pressure from DJI's distributors [4][19]. - A specific incident involved a store owner who invested significantly in renovations only to be informed of a ban on selling Insta360 products due to a "hidden directive" from DJI [24][25]. - The article notes that DJI has been actively working to secure exclusive sales agreements with retailers, limiting the presence of competing brands like Insta360 in key retail spaces [26][27]. Supplier Concerns - Suppliers are caught in a dilemma, as many rely heavily on DJI for revenue, with some reporting that losing DJI as a client could lead to significant revenue declines [14][15]. - The article highlights that while some suppliers are willing to support Insta360, they are cautious due to the potential financial repercussions of losing DJI's business [12][13]. - The competitive landscape is further complicated by the fact that many suppliers do not face capacity constraints, making the choice between DJI and Insta360 a strategic rather than a necessity-driven decision [15]. Market Dynamics and Responses - Insta360 has been proactive in developing alternative supply chain strategies to mitigate the impact of exclusivity, including diversifying its supplier base and fostering relationships with willing partners [30]. - The article suggests that the ongoing competition may ultimately drive innovation and growth within the industry, as companies adapt to the challenges posed by exclusivity [30][31]. - The legal implications of such exclusivity practices are also discussed, with experts weighing in on the potential antitrust concerns surrounding DJI's market behavior [31].