This two-year-old drone company collapsed, and more on the road
"Last year we went to CES and we went bankrupt this year." Once CES was launched last week last week, Lei Fengnet also reported most of its products as usual. Then, on the evening of last Wednesday, A reader published such an exclamation to Lei Fengnet. This reader comes from Skye, a drone start-up company in Xi'an. In April last year, Lei Fengnet visited the company. At that time, their products had already received crowdfunding at Kickstarter. CTO Gui Xiaoxuan revealed that they had started mass production and shipped the product two months later. Therefore, Lei Feng Net did not think that this company will fall so quickly. 
Skye Intelligence was founded in February 2015. At last year's CES, they showed the first drone product. In appearance, this product was not designed to look like a Phantom on a bad street, but rather like a crab; Functionally, it has a computer vision following function. At that time, Dobby, Hover Camera and Phantom 4 have not yet been released, so this function is still at the forefront (2016 CES, Tencent and Zero Joint Launch of the UAV). The computer vision follows the function, but this drone has not basically appeared in the market so far). So at the time, their products left a deep impression on Lei Feng, and their expectations were a little bit more than the drone startups. This two-year-old drone company collapsed, and more on the way. According to the readers, Skye Intelligence officially declared bankruptcy in December last year. As for bankruptcy reasons, the main reason is that the product backlog cannot be sold and the supply is owed. Chain funds are difficult to repay. At the same time, the company defaulted on employees for 3 months without pay. This two-year-old drone company collapsed, and more on the road. Skye Smart signed an agreement for employees in November last year. However, although it was a bit shocked, it will soon be understood. The main reason is that there have been too many bad news in the UAV industry recently. From December onwards, consecutive companies such as GoPro, Airline, Zero, etc. have announced massive dismissals. Today, the top three global sales of drones are also in Parrot. Announcing the removal of one-third of its staff (about 290 people), plus 3D Robotics, which had already switched off the consumer-grade drone sector and made industrial drones last year, the Chinese and foreign well-known consumer-grade drone companies are basically dead and wounded. According to Lei Feng network and other drone companies to understand that their living conditions are not optimistic, some are also cutting people to reduce operating costs, and some are trying to transform the program, many of them with such a deep qualification of zero enterprise. It can be said that the entire drone industry has been overwhelming, and the number of layoffs or bankruptcies will only increase. Of course, there will be fortunate children. "Why is the head-effect of consumer drones so obvious? It is reasonable to say that hardware products are seldom eaten like the Internet products." Faced with this phenomenon, some investors have raised such questions. Of course, this is also Lei Feng. Network question. So is it really Dada’s death? "The market is not big, and development is much more difficult than mobile phones. When the market is saturated, some people will die and cannot afford so many teams. Even if they can sell 100,000 units each year, they can only earn 500 million, 50 million gross profit. The 100-person team spends 10 million on a monthly basis and loses 5 million a month. Moreover, all low-end and mid-range companies add up to no more than 250,000 units, so many points, and this still means that we have not entered the low-end market. During the development of one year and two years, it can only be sold for half a year, and then it is eliminated. The next year (in 2017), it is estimated that many companies have given up and the reform has entered the Sham Shui Po District.†When Lei Fengnet tossed this issue In Xinjiang, internal employees have given such a reply. At the same time, the other party stated that the entire consumer-class drone market is also worth a million or two units. It is difficult to make it big. Even if it is affected, the growth is not so great. Fast, and the per capita net profit fell. Dajiang stated that in 2016, Dajiang’s turnover was 10 billion, and according to a rough estimate, the sales of the entire aerial drone in 2016 was around 110 to 12 billion yuan. At the second session of the unmanned drones 100 held by the Shenzhen Drone Industry Association recently, Yang Jincai, president of the Shenzhen Drone Industry Association, said that there are more than 1,200 drone companies in China (including upstream and downstream companies). In such a contrast, the degree of intense competition can be imagined. However, the growth rate of DJI has not been very impressive. Compared to nearly 7 billion RMB turnover in 2015, this is an increase of 42%. The main reason for this achievement is that DJI introduced a number of products in 2016 in addition to drones. There are hand-held PTZ, PTZ camera and so on. Of course, some people are optimistic about the prospects of these drone companies. Zhang Tao, the founder of Purdue Robots, comprehensively analyzed the problems facing the current drone companies, and stated that once they overcome these difficulties, there are also phoenixes. Nirvana's opportunities: 1. Difficulties are mainly caused by the fact that the pace of development of the company is out of control. These companies have a much smaller body than DJI (although the amount of financing is not low, but compared to DJI’s funds, technology, manpower or poor Many), but the fierce expansion of manpower and product lines, the basis is not strong and the product is not verified, it is risky to do it quickly, so I had to brake. 2. The technology, experience, and quality of the product also require heat. 3. The definition of the product needs to be even brighter, and differentiation is still not enough. For example, Flygt specializes in agricultural drones and he still lives just fine. 4. In the end, it still feels that assessing a company should not only be for one or two years, but should extend the timeline even longer. The momentary scenery does not mean that it is always safe. The momentary difficulties do not mean that there is no chance of a phoenix. In the long run, the drone market will still blossom more. The same goes for the robot market.
In fact, the most unwilling to see is the current situation. Once an industry loses its competitiveness, it will lose its rapid development environment. However, as a new technology industry, drones need to be tempered and tested by the market. In this way, what really remains after the wave has faded is to do practical work. The previously mentioned Skye intelligence, Lei Feng network is impressive, when Gui Xiaoxuan Lei Feng network (public number: Lei Feng network) lamented that their own business was lucky, because the investment environment was very good. It seems that fortunately does not mean that you can open the door to success.
Skye Intelligence was founded in February 2015. At last year's CES, they showed the first drone product. In appearance, this product was not designed to look like a Phantom on a bad street, but rather like a crab; Functionally, it has a computer vision following function. At that time, Dobby, Hover Camera and Phantom 4 have not yet been released, so this function is still at the forefront (2016 CES, Tencent and Zero Joint Launch of the UAV). The computer vision follows the function, but this drone has not basically appeared in the market so far). So at the time, their products left a deep impression on Lei Feng, and their expectations were a little bit more than the drone startups. This two-year-old drone company collapsed, and more on the way. According to the readers, Skye Intelligence officially declared bankruptcy in December last year. As for bankruptcy reasons, the main reason is that the product backlog cannot be sold and the supply is owed. Chain funds are difficult to repay. At the same time, the company defaulted on employees for 3 months without pay. This two-year-old drone company collapsed, and more on the road. Skye Smart signed an agreement for employees in November last year. However, although it was a bit shocked, it will soon be understood. The main reason is that there have been too many bad news in the UAV industry recently. From December onwards, consecutive companies such as GoPro, Airline, Zero, etc. have announced massive dismissals. Today, the top three global sales of drones are also in Parrot. Announcing the removal of one-third of its staff (about 290 people), plus 3D Robotics, which had already switched off the consumer-grade drone sector and made industrial drones last year, the Chinese and foreign well-known consumer-grade drone companies are basically dead and wounded. According to Lei Feng network and other drone companies to understand that their living conditions are not optimistic, some are also cutting people to reduce operating costs, and some are trying to transform the program, many of them with such a deep qualification of zero enterprise. It can be said that the entire drone industry has been overwhelming, and the number of layoffs or bankruptcies will only increase. Of course, there will be fortunate children. "Why is the head-effect of consumer drones so obvious? It is reasonable to say that hardware products are seldom eaten like the Internet products." Faced with this phenomenon, some investors have raised such questions. Of course, this is also Lei Feng. Network question. So is it really Dada’s death? "The market is not big, and development is much more difficult than mobile phones. When the market is saturated, some people will die and cannot afford so many teams. Even if they can sell 100,000 units each year, they can only earn 500 million, 50 million gross profit. The 100-person team spends 10 million on a monthly basis and loses 5 million a month. Moreover, all low-end and mid-range companies add up to no more than 250,000 units, so many points, and this still means that we have not entered the low-end market. During the development of one year and two years, it can only be sold for half a year, and then it is eliminated. The next year (in 2017), it is estimated that many companies have given up and the reform has entered the Sham Shui Po District.†When Lei Fengnet tossed this issue In Xinjiang, internal employees have given such a reply. At the same time, the other party stated that the entire consumer-class drone market is also worth a million or two units. It is difficult to make it big. Even if it is affected, the growth is not so great. Fast, and the per capita net profit fell. Dajiang stated that in 2016, Dajiang’s turnover was 10 billion, and according to a rough estimate, the sales of the entire aerial drone in 2016 was around 110 to 12 billion yuan. At the second session of the unmanned drones 100 held by the Shenzhen Drone Industry Association recently, Yang Jincai, president of the Shenzhen Drone Industry Association, said that there are more than 1,200 drone companies in China (including upstream and downstream companies). In such a contrast, the degree of intense competition can be imagined. However, the growth rate of DJI has not been very impressive. Compared to nearly 7 billion RMB turnover in 2015, this is an increase of 42%. The main reason for this achievement is that DJI introduced a number of products in 2016 in addition to drones. There are hand-held PTZ, PTZ camera and so on. Of course, some people are optimistic about the prospects of these drone companies. Zhang Tao, the founder of Purdue Robots, comprehensively analyzed the problems facing the current drone companies, and stated that once they overcome these difficulties, there are also phoenixes. Nirvana's opportunities: 1. Difficulties are mainly caused by the fact that the pace of development of the company is out of control. These companies have a much smaller body than DJI (although the amount of financing is not low, but compared to DJI’s funds, technology, manpower or poor Many), but the fierce expansion of manpower and product lines, the basis is not strong and the product is not verified, it is risky to do it quickly, so I had to brake. 2. The technology, experience, and quality of the product also require heat. 3. The definition of the product needs to be even brighter, and differentiation is still not enough. For example, Flygt specializes in agricultural drones and he still lives just fine. 4. In the end, it still feels that assessing a company should not only be for one or two years, but should extend the timeline even longer. The momentary scenery does not mean that it is always safe. The momentary difficulties do not mean that there is no chance of a phoenix. In the long run, the drone market will still blossom more. The same goes for the robot market.
In fact, the most unwilling to see is the current situation. Once an industry loses its competitiveness, it will lose its rapid development environment. However, as a new technology industry, drones need to be tempered and tested by the market. In this way, what really remains after the wave has faded is to do practical work. The previously mentioned Skye intelligence, Lei Feng network is impressive, when Gui Xiaoxuan Lei Feng network (public number: Lei Feng network) lamented that their own business was lucky, because the investment environment was very good. It seems that fortunately does not mean that you can open the door to success.
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