DJI's US Business Faces Shutdown Risk, 80% Market Share Could Be Taken by Local Companies
DJI faces significant risks in the U.S. agricultural spraying drone market. If the U.S. government fails to complete a mandatory national security review by December 23rd, DJI could be placed on the FCC's "Covered List." This would prevent the launch of new DJI models in the U.S. and could lead to the revocation of sales authorization for existing models. DJI currently holds approximately an 80% market share. This regulatory uncertainty is already fostering new market entrants, such as American Autonomy Inc., which is working to partner with domestic manufacturers to provide alternative software and hardware solutions, aiming to capture the potential market gap left by DJI.