Intel's huge investment in Chinese drone manufacturers will set off a revolution?
Core reminder: Intel CEO Ke Zaiqi said that Intel already has a drone product roadmap, and Intel will set off a revolution in the drone industry. Recently, according to media reports, IT giant Intel invested US$60 million in China’s drone industry. The man-machine manufacturer Yuneec hopes to further expand the commercial drone market. Prior to this, Intel also invested in two drone companies Airware and PrecisionHawk. Since 2014, consumer electronics giants such as Samsung, Tencent, Apple, and Xiaomi have set their sights on the drone market and plan to launch consumer drone products. The drone market has a bright future. According to agency forecasts, global military and civilian drone sales will increase from US$6.4 billion this year to US$11.5 billion in 2024. intends to revolutionize the UAV industry Yuneec was founded in Hong Kong in 1999 and is currently the world’s leading company in the field of electric aviation. Currently there are branches in Hong Kong, Shanghai, the United States and Europe. Yuneec mainly develops drones and manned electric vehicles for the consumer market and enterprise market. Intel CEO Ke Zaiqi said that Intel already has a UAV product roadmap, and Intel will set off a revolution in the UAV industry. It is reported that Intel is exploring the application scenarios of processor chips in drones. The competing layout of giants shows the vast space of the drone market. Amazon launched Prime Air's drone logistics program. Recently, at the NASA Unmanned Traffic Management Conference, Amazon proposed a drone monitoring plan. In the outline of the plan, Amazon proposed to build a layered highway system at high altitude to allow drones to fly quickly within an altitude range of 200 to 400 feet. Paul Misener, vice president of Amazon's global public policy, said that as soon as the regulations are promulgated, Amazon can immediately start drone delivery services. In addition, Google acquired the drone company Titan Aerospace; Facebook acquired the British drone company Ascenta for US$20 million; Disneyland also introduced drones. Recently, GoPro and Sony also announced their entry into the drone market in a high-profile manner. According to the latest global drone market forecast issued by the Teal Group of the United States, it is expected that in the next 10 years, drones will continue to be the world's most dynamic market for the aerospace industry, including global military and civilian drone sales. It will increase from 6.4 billion U.S. dollars in 2015 to 11.5 billion U.S. dollars in 2024, and the 10-year total expenditure will exceed 91 billion U.S. dollars, with a 10-year compound growth rate of 6.7%. It is estimated that by 2024, the market share of civilian drones will increase from the current 11% to 14%, or $1.6 billion. Various capitals are competing to deploy. The UAV industry has broad market space and development potential in the military, civilian, consumer and other fields. **In the past two years, the development of my country's UAV industry has shown a blowout trend, and the consumer-grade UAV market and the civilian UAV market have grown rapidly. At the technical level, UAV companies have made great progress in the manufacturing of complete aircraft platforms, flight control and power systems. ** In the past two years, the research and development of my country's large-scale unmanned aerial vehicle power system has begun to accelerate. In the field of my country's military combat drones and turbine-powered strategic and tactical drones, cutting-edge technology is almost monopolized by scientific research institutes, and the cooperation between private enterprises is more in the form of OEM (designated production). The broad market prospects of the UAV power market have attracted the participation of many listed companies such as Loncin General Motors, Shandong Mining Machinery, Smelting Nonferrous Metals, Jintongling, etc., mainly in the low-end military UAV and civilian UAV markets. . In September last year, Zongshen Power cooperated with Tianjin Internal Combustion Engine Research Institute to develop the TDO large-displacement aero engine project, and successfully transformed into the field of aero engine Ru0026D and manufacturing. On January 15 this year, it completed the first round of trial production of the UAV engineering prototype. In May of this year, the company mounted the TD0 engine on the Rainbow 3 UAV of the China Aerospace Aerodynamics Technology Research Institute to complete the test flight, achieving the expected test flight purpose. Ilipu, which specializes in kitchen appliances, achieved its goal of entering the UAV engine market through the acquisition of Mistral Engines SA in Switzerland. The company has also acquired the technical assets and prototypes of the German SkyTRAC/SkyRIDER coaxial twin-rotor helicopter project to become a global manufacturer of civil coaxial twin-rotor helicopters and unmanned aerial vehicles. The company also made efforts to the downstream and obtained the exclusive general agent of SAG UAV system to provide sales, after-sales service, spare parts and special purpose modification services for its fuel aerial drone CAMCOPTER S-100 UAV, so as The layout of the whole industry chain of drones. Analysts of Bank of China International believe that in the drone industry chain, future investment will focus on aero engine manufacturing, military drones and related parts manufacturing, and the manufacturing of complete civil drones with technical barriers. Great investment opportunity.