Core Insights - A report by JQ Consulting highlights significant changes in the global action camera and panoramic camera market, indicating a restructuring of market dynamics [1][2] - DJI's revenue share in the global action camera market is projected to reach 66% by Q3 2025, while its first panoramic camera, Osmo 360, captured 49% of the market share in China within three months of launch, achieving a global share of 43% [2][3] - DJI is evolving from a single-product company to a platform company driven by core imaging technology, leveraging its technological reuse and continuous innovation capabilities [1][3] Market Dynamics - The panoramic camera market was previously dominated by other players until DJI's entry with Osmo 360, which quickly changed the competitive landscape [2][4] - In the action camera segment, GoPro's market share has decreased to 18% as DJI's Osmo Action series has gained a significant foothold, achieving a global revenue share of 66% [2][14] Technological Advancements - DJI's success in the ground market is attributed to its ability to reuse technology, which has been underestimated in the industry [1][3] - The Osmo 360 features native 8K resolution and a new square high-dynamic image sensor, showcasing DJI's long-term investment in sensor customization and image processing technology [8][18] - DJI's stabilization technology, derived from its drone flight control systems, has been effectively applied to consumer-grade cameras, enhancing user experience [8][15] Competitive Landscape - The competition in the consumer electronics sector remains intense, with DJI leading in market share but facing ongoing competition [2][20] - DJI's entry into the panoramic camera market has shifted the focus back to the core attributes of imaging tools, such as image quality and stability [8][20] Strategic Evolution - DJI's transition from a drone-centric company to a comprehensive imaging technology platform is marked by successful product launches like Osmo Pocket and Osmo Action, which address consumer needs effectively [17][20] - The company's ability to leverage its technological platform allows for cost-effective innovation and rapid market adaptation, contrasting with competitors who must invest heavily in single-product development [18][19]

10月28日，权威管理咨询机构久谦咨询发布最新《全球全景及运动相机市场研究报告》。报告显示，大 疆(DJI)在运动相机领域的全球市场份额已攀升至66%，超越美国品牌GoPro，成为新的全球第一；而在 全景相机市场，大疆凭借今年7月底发布的首款产品Osmo360，在不到3个月时间内便拿下中国电商 49%、全球43%的市场份额，推动行业格局重构。 这意味着，继无人机之后，大疆在运动相机和全景影像领域再度完成"卡位"。 大疆"双十一"前夕启动促销 与此同时，大疆在"双十一"前夕提前启动促销，多款产品价格直降数百至上千元，引发消费者热议。部 分节前购入新品的用户在社交平台集中表达退差价诉求。有业内人士指出，大疆选择在销售旺季前调整 价格，是以规模换生态的策略，虽短期内带来争议，但有助于进一步巩固其在智能影像市场的主导地 位。 智能影像竞争不再是单一硬件较量 而是生态系统全面比拼 从行业角度来看，智能影像的竞争正进入新的阶段。过去10年，GoPro以极限运动场景为核心，构建了 轻社区与订阅体系；影石则通过AI剪辑、一键出片和内容社区建立创作者生态；而大疆依托无人机、 手持设备和全景相机形成"空地一体"的产品体系，实现从 ...

Group 1 - The core viewpoint of the article highlights the competitive landscape of the global panoramic and action camera market, with significant market shares held by key players like GoPro and DJI [1] Group 2 - In the action camera segment, GoPro's HERO series held over 75% market share in the US from 2022 to 2023, but is projected to see its global revenue share shrink to 18% by 2025 [1] - DJI is expected to achieve a market share of 66% in the action camera sector by Q1-Q3 of 2025, positioning itself as the global leader [1] Group 3 - In the panoramic camera segment, DJI entered the market on July 31, 2025, with its first product, Osmo 360, achieving a market share of 49% in Chinese e-commerce channels and 43% globally within three months of launch [1]

Core Insights - The global action camera market is undergoing significant changes, with DJI emerging as a dominant player while GoPro's market share is declining [2][11]. Action Camera Market - GoPro, which held over 75% of the global market share in 2022-23, is projected to see its revenue share drop to 18% by 2025 [2]. - DJI has rapidly ascended to the top of the action camera market, capturing 66% of the global market share by Q3 2025 [2]. - Another Chinese brand, Insta360, currently holds approximately 13% of the market share [2]. 360 Camera Market - DJI entered the 360 camera market on July 31, 2023, and within three months, its first 360 camera, Osmo360, achieved a 49% market share in Chinese e-commerce and 43% globally [4]. - The rapid growth of DJI in the 360 camera segment is contributing to a restructuring of the global market landscape [4]. Market Performance - Recent sales data from JD.com indicates that DJI's products dominate the action camera category, with Osmo Action 5 Pro, Osmo Nano, and Osmo Action 4 taking the top three spots [7]. - The Osmo 360, launched less than three months ago, has already secured the top position in the outdoor 360 action camera sales rankings [9]. Industry Implications - DJI's success in both action and 360 cameras highlights the technological strength of Chinese brands and their ability to compete in the global handheld imaging market [11].