大疆与影石的供应链之战

Core Viewpoint - The article discusses the competitive tension between YingShi Innovation Technology Co., Ltd. and DJI, highlighting the supply chain exclusivity and sales channel conflicts that YingShi faces due to DJI's market dominance [4][5][7]. Supply Chain Exclusivity - YingShi has been facing increasing pressure from suppliers to not collaborate with them, as many suppliers are coerced into exclusive agreements with DJI, leading to a significant impact on YingShi's ability to source essential components [4][6][8]. - The exclusivity has escalated over the past five years, with suppliers being explicitly instructed to cease cooperation with YingShi, particularly as the launch of YingShi's drone brand "Antigravity" approaches [10][12][14]. - Key components affected include optical lens modules, structural parts, and electronic components, with suppliers reporting that they are unable to fulfill orders for YingShi due to these exclusivity agreements [13][15][20]. Sales Channel Conflicts - The article details incidents where YingShi's sales efforts have been undermined by DJI's influence, such as the forced removal of YingShi's store signage in a photography equipment market due to a directive from DJI's distributors [24][28][30]. - The competitive landscape has shifted from product specifications to aggressive tactics in retail spaces, with DJI leveraging its market power to restrict YingShi's access to key sales channels [29][31]. - YingShi's sales team has reported multiple instances of distributors being pressured to choose between selling DJI or YingShi products, indicating a growing trend of exclusivity in retail partnerships [30][32]. Supplier Concerns - Suppliers are caught in a dilemma, as many rely heavily on DJI for their revenue, making it difficult to risk losing that business by working with YingShi [18][20][22]. - The article notes that while some suppliers are exploring alternative arrangements to support YingShi, the overarching pressure from DJI remains a significant barrier [15][34]. - The competitive dynamics in the supply chain are further complicated by the relatively low technical barriers in the optical lens module industry, which makes it challenging for suppliers to justify taking risks with new partnerships [20][22]. Market Dynamics and Future Outlook - The ongoing conflict between YingShi and DJI is expected to shape the future of the drone market, with potential implications for market share and supplier relationships as the industry evolves [18][34]. - YingShi is adapting its strategy by diversifying its supplier base and seeking partnerships with those willing to collaborate, indicating a proactive approach to mitigate the impact of exclusivity [34][35]. - The article raises questions about the legality and ethics of such exclusivity practices in the context of antitrust laws, suggesting that the situation may prompt regulatory scrutiny in the future [35].