行业洞察：全球商用无人机市场生产商排名及市场占有率

Core Viewpoint - The commercial drone industry is characterized by its ability to perform specialized tasks efficiently and cost-effectively, making it a crucial component of the digital and intelligent industrial upgrade [2]. Global Market Size and Share - The global commercial drone market is projected to reach USD 1.62 billion by 2031, with a compound annual growth rate (CAGR) of 8.6% over the coming years [5]. - Major manufacturers in the global commercial drone market include DJI, Autel Robotics, Wingtra, Parrot, and Quantum-Systems, with the top four companies holding approximately 37% market share in 2024 [6]. Industry Chain Analysis - Upstream: Key components and raw materials include flight control systems, power systems, sensors, and communication modules, with flight control and power systems accounting for 30%-40% of the overall cost. Domestic companies are making progress in areas like flight control chips and composite materials, although high-performance sensors still rely on imports [7]. - Midstream: This segment involves the design, research, and production of various types of drones, with leading companies driving technological advancements. The production model shows a concentration of leading firms and regional clusters, particularly in Guangdong and Jiangsu [8]. - Downstream: Applications have expanded from traditional agriculture and surveying to include security, power inspection, emergency rescue, logistics, and aerial photography. The market is seeing a shift towards integrated solutions combining hardware, software, and data services [9]. Policy Analysis - U.S. Policy: The FAA is the primary regulatory body, focusing on easing restrictions for beyond visual line of sight (BVLOS) operations to unlock commercial potential. New regulations are expected to be fully implemented by 2026 [12]. - EU Policy: The EASA has established a risk-based regulatory framework, requiring CE certification for drones starting in 2024. The EU is also investing in technological innovation and data privacy protection [13]. Industry Development Trends - The integration of AI, 5G/6G communication, and high-precision sensors is enhancing drone capabilities, while breakthroughs in hydrogen fuel cells and lightweight materials are addressing limitations in endurance and payload [14]. - The market is shifting from traditional applications to high-value areas like low-altitude logistics and urban air mobility, transforming the industry from a tool-based to an infrastructure-based model [15]. Development Opportunities - Upstream advancements in power technologies and lightweight materials are expected to open up further opportunities for domestic component replacement. The low-altitude logistics sector is poised for significant growth, with new operational routes being established [16]. - Policy incentives and the establishment of low-altitude economic zones are facilitating commercial drone operations, while integrated service models are becoming the competitive core of the industry [17].