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Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

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Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

Recently, the United States passed a decree saying that it would ban the sale of DJI drones from the mainland. This news has attracted a lot of attention, as DJI, as the leader in the global drone market, occupies 70% of the global market share. Although the reason given by the United States is that the ban is for national security, anyone with a discerning eye understands that it is nothing more than political and commercial interests behind it. Moreover, the United States bans the sale of DJI drones, presumably to protect the growth of its own drone companies, but can their own companies really fill the gap in the market?

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

DJI drones are banned from sale in the United States

Recently, the U.S. House of Representatives passed the Countering Chinese Drones Act, as part of the 2025 National Defense Authorization Act, which proposes a blanket ban on the future sale of Chinese drone manufacturer DJI's products in the United States.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

In other words, the current use of drones already owned in the United States will not be banned, but in the future DJI will face a total ban in the United States.

U.S. officials have cited the potential for unacceptable national security risks posed by DJI drones.

In fact, this is the disguised blockade of DJI by the United States.

As the leader in the global drone market, DJI now has a market share of more than 70%, and has a significant advantage in terms of technology and cost performance.

DJI's products are widely used in consumer electronics, agriculture, surveying and mapping, security and other fields, and its intelligent flight control, low-power design, and highly integrated integration make it almost uncompetitive in the global market.

In the U.S. market, DJI's drone products are also favored.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

According to relevant research, DJI's market share in the U.S. law enforcement agencies is as high as 90%, the market share in the emergency rescue field has reached 92%, and the market share of the commercial market has also reached 58%.

This data shows that Americans are highly dependent on DJI drones, and as a result, the U.S. military does not approve of banning Chinese-made drones.

In fact, DJI's experience in the United States can be described as ups and downs.

As early as 2017, the U.S. Department of Defense added DJI to the sanctions list, but then had to lift the ban because it could not find a product with the same cost performance.

In 2019, the U.S. Department of Homeland Security raised concerns about the data security of DJI drones and banned federal agencies from purchasing them. In 2020, DJI was added to the "Entity List" again, but even so, DJI's sales in the United States have not been fundamentally affected.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

The root cause of the embargo

Some Americans believe that the U.S. ban on the sale of DJI drones is a necessary measure to protect national security, while some people question that the bill is introduced for political purposes rather than real security considerations.

Some industry insiders said that DJI drones have proven to be safe and reliable around the world, and that there is a lack of drone manufacturers in the United States that can compete with DJI.

To put it bluntly, the fundamental reason for the US ban on DJI is actually from both national security and economic considerations.

From a national security perspective, U.S. concerns about data privacy and potential espionage that DJI drones could involve have led to the bill.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

The bill seeks to legislate to reduce DJI's potential threat to U.S. national security.

However, this action also reflects the protectionist overtones of the United States, which seeks to protect the development of its own domestic industry by reducing its dependence on high-tech products from the mainland.

From the perspective of economic competition, the United States has banned the sale of DJI drones to stimulate the growth of the domestic drone industry, reduce dependence on external technology, and enhance the market competitiveness of local enterprises.

Skydio, a Silicon Valley start-up, is likely to be the beneficiary of this policy to fill DJI's banned market.

However, the interesting thing is that the drones made by this company are disliked by Ukraine, and Skydio once provided Ukraine with a considerable number of drone products that it considers to be the most advanced to help Ukraine fight the Russian army, but these drones deviated from the route and disappeared after they went to the battlefield, and they thought that the price was expensive, there were many failures and maintenance difficulties were frequently complained.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

It can be said that the drones currently made in the United States are very fragile, and the American drones that have grown up through this "greenhouse protection" method can really go out of the United States and go to the world?

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

The old routine repeats itself

The ban on DJI drones is in line with the U.S. industrial protection policy and supply chain reshaping strategy pursued in recent years.

However, the ban on DJI drones could also bring a short-term innovation and supply shock to the U.S. market.

After all, DJI has occupied an important position in the global drone market with advanced technology and price competitiveness, and the application field has been quite extensive. Once the ban goes into effect, the U.S. market will not only face technology gaps and rising costs, but will also affect a wide range of users who rely on DJI's technology.

The United States has banned TikTok by creating public opinion, confusing right and wrong, smearing and suppressing TikTok, does this kind of purpose that disregards the real use of users and only achieves political and commercial interests really work?

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

Undoubtedly, the U.S. blockade of mainland technology companies is actually the United States' concern about the rise of mainland technology, trying to curb the mainland's influence and expansion rate in the global technology field.

However, judging from the various blockades of the mainland by the United States in the past, each blockade will only allow us to speed up the search for other ways out and accelerate technological innovation.

And banning DJI drones will further exacerbate the confrontation between China and the United States.

It is said that competition and cooperation in the field of global science and technology should be mutually reinforcing, but obviously the United States does not think so.

Competition is just suppressed? The U.S. legislation to ban DJI drones may face huge risks

Their behavior is particularly ironic in a country that prides itself on free speech and a free-market economy.

This kind of suppression, self-contradiction and self-immolation of specific companies is undoubtedly a great irony of its own professed values, and if it continues, it will only damage its own credibility.

Information sources:

"The market share is as high as 92%! Despite frequent crackdowns, DJI drones have gained popularity in the U.S. emergency response market," Observer.com

"DJI faces an increased possibility of a total ban on sales in the United States, and the House of Representatives passed the "Drone Act"" IT House

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