Recently, the US Senate decided to exclude DJI drones from the ban in the 2025 National Defense Authorization Act (NDAA), a decision that has attracted widespread attention. This means that the United States will not prohibit the entry of new DJI drones into the US market in the future. Foreign media comments have pointed out that, in fact, they cannot ban DJI, as the United States does not have a substitute in this field. DJI drones are widely used in agriculture, infrastructure, public safety, and other fields in the United States. The market share and application of DJI drones in the United States highlight its irreplaceability.
DJI drones play an important role in key areas such as agriculture, infrastructure, and public safety in the United States. According to statistics, DJI holds a 58% share of the US commercial drone market, and the occupancy rate of drones in law enforcement agencies is as high as 90% (data from 2020). These figures not only show DJI's advantages in technological innovation and cost-effectiveness but also reflect the urgent demand for high-quality and high-performance drones in the US market.
Faced with a potential ban, more than 6,000 public safety agencies in the United States with drone projects have spoken out publicly against the ban on Chinese drones. They stated that these agencies really cannot do without DJI drones and do not have alternative products. Data from the Federal Aviation Administration of the United States shows that as of March this year, there are 966 drones registered with the Texas State Police and public security departments, of which 879 are produced by DJI. Even among the 87 non-DJI drones, 56 are produced by Chinese companies or companies associated with China.
In the field of agriculture in the United States, the application of DJI drones is also widespread. It is reported that 80% of the drones used by American farmers are DJI drones. DJI's US dealers say that in recent years, American farmers have been steadily increasing the use of drones for spraying. In 2023, drones sprayed 3.7 million acres (about 1.49 million hectares) of land in 41 states, covering 50 types of crops, most of which are drones made in China.
US experts believe that DJI's strength in the field of drones surpasses other competitors, leading to internal contradictions in the United States. Although the United States has indicated a ban, it is still continuously purchasing and using DJI products. Adam Welsh, DJI's Global Policy Director, warned that if the government ultimately passes the ban, the damage will not only be to DJI but also to many different vertical fields in the United States, including agriculture.
This decision not only reflects the US market's dependence on DJI drones but also indicates the complex relationship between cooperation and competition in technology and market competition. In the future, how DJI continues to maintain its leading position in the US market while dealing with potential political and market challenges will be a matter of concern.
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