7月31日，大疆正式发布了首款全景相机"Osmo 360"，引发市场关注。 面对大疆"偷家"，原本深耕全景相机市场的影石也没有闲着，透露了无人机产品的最新进展。 世界第一的消费级无人机企业，与世界第一的全景相机企业，"不约而同"进入彼此的"领地"。 更有意思的是，这2家世界级企业都来自同一座城市——深圳。 一场"世界级商战"，就此打响！ 01 互相"偷家" 大疆和影石之间的这场博弈，从7月下旬就开始了。 当时，影石在7月23日高调宣布，要进军无人机行业，并公布了无人机品牌"影翎Antigravity"。 影翎无人机谍照 仅一天后，大疆便发布通告，宣布进军全景相机行业。 大疆的首款全景相机Osmo 360，便是在这则通告发出一个星期后横空出世的。 看到大疆不仅发了通告，还真的放出了产品，影石也坐不住了。 影石赶紧披露了更多关于影翎无人机的细节，宣布这款无人机会在8月招募公测。 一旦进入公测阶段，意味着影翎无人机的研制进入了快车道，很可能会在2025年内上线。 影石和大疆互相"偷家"，是一场跨界竞争。 大疆是世界第一的消费级无人机企业，全球市场占有率高达70%以上，在北美和欧洲市场的占有率更是高达85%，2024 ...

Core Viewpoint - DJI and Insta360 are entering each other's core business areas, indicating a competitive shift in the market for both companies [1][3][4] Company Developments - DJI announced the launch of its panoramic camera "Osmo 360" set for release on July 31, 2023, while Insta360 revealed its consumer drone brand "影翎Antigravity" aimed at producing the world's first panoramic drone capable of shooting 8K panoramic videos [2][3] - DJI's "Osmo 360" is priced at approximately 3,588 RMB, while Insta360's flagship panoramic camera X5 is priced at 3,798 RMB, showcasing direct competition in product specifications [3][4] Market Position - DJI holds over 70% of the global consumer drone market, while Insta360 commands over 67% of the global panoramic camera market, highlighting their dominance in their respective fields [2][4] - The global retail market for panoramic cameras is projected to reach 5.03 billion RMB in 2023, with Insta360 maintaining a leading market share for six consecutive years [4][6] Strategic Moves - Insta360's decision to enter the drone market was made five years ago, anticipating DJI's potential response in the panoramic camera sector [4][5] - Both companies are expanding into adjacent markets to create a more comprehensive "image ecosystem," leveraging their existing technological capabilities and user bases [5][12] Industry Growth - The panoramic camera market is expected to exceed 7.85 billion RMB by 2027, with a compound annual growth rate (CAGR) of over 10%, while the drone market is projected to grow at a CAGR of 21.25% by 2030 [6][7] - The competition between DJI and Insta360 is expected to accelerate technological advancements in the industry, benefiting the overall market [10][11] Innovation and Ecosystem - The competition is likely to lead to new technological developments, such as the adoption of 8K panoramic video standards and enhanced AI editing features [12][13] - The emergence of new product categories, like panoramic drones, will create opportunities for supply chain upgrades and a richer content creator ecosystem [12][13]