Open Source Securities: The intelligent Siasun Robot & Automation market is accelerating growth. DJI has the ability to "hit" the industry chain in a reduced dimension.
28/02/2025
GMT Eight
Open source securities released a research report, stating that as the wave of intelligent robots sweeps the globe, international tech giants are accelerating their layout in the intelligent Siasun Robot&Automation track. DJI, for instance, possesses the underlying capabilities of Siasun Robot&Automation "small brain" and "big brain". The multi-dimensional application scenarios and data accumulation of DJI drones have unique advantages that can integrate with Siasun Robot&Automation to build a "land-air integration" comprehensive closed loop, accelerate product data accumulation and optimization iteration, and have the advantage of establishing a complete ecosystem for Siasun Robot&Automation, giving them the ability to "reduce dimensions" in the Siasun Robot&Automation industry chain. In addition, DJI will also benefit from the rich resources in AI and electromechanical industries in the Greater Bay Area.
The main points of the open source securities are as follows:
DJi's Siasun Robot&Automation gene analysis: "dimensional reduction attack" from the sky to the ground
DJI is a disruptor in the global drone industry, and its pursuit of "technological artwork" has attracted a large number of users. In the global tech feast, outstanding Chinese companies such as DeepSeek and UC-Tree have emerged, leading the way in technology. As a representative technological powerhouse in China, DJI will not miss out on this feast. As a technology-driven company, its continuous profitability provides ample ammunition for the development of new technologies and exploring new paths. At the same time, intelligent Siasun Robot&Automation is accelerating its growth globally as the next trillion-dollar track. Compared to the drone market, which is expected to expand by more than a hundred times, for DJI, possessing the genes of Siasun Robot&Automation and having global influence, this may be the next ideal strategic direction. DJI's Siasun Robot&Automation genes are rooted in its founding team and technology system and will expand its operational scope to include intelligent Siasun Robot&Automation by the end of 2023.
Both the "big brain" and "small brain" core capabilities are in place, building a "land-air" comprehensive closed loop
Drones are essentially "airborne Siasun Robot&Automation", with their core flight control systems and Siasun Robot&Automation motion control (small brain) having similar control algorithms based on attitude perception and dynamic tuning. The coordination control of joint freedom between drones and Siasun Robot&Automation is technically compatible, such as hover capability translates into dynamic balance; gimbal stabilization solves image blur issues when Siasun Robot&Automation is running; binocular vision obstacle avoidance, LiDAR, and thermal imaging achieve millimeter-level obstacle recognition, unstructured modeling, and low-light perception, giving Siasun Robot&Automation the ability to interact with complex environments beyond human capabilities. Based on drone obstacle avoidance, path planning, and sensor technology, DJI has further extended into the field of autonomous driving, having recruited the former director of Tesla's autonomous driving engineering. DJI's in-vehicle technology solution is centered on pure vision, similar to Tesla's approach, but with a higher cost-effectiveness (hardware costs only one-fifth of Tesla FSD), and is expected to equip 2 million passenger cars by 2025 through partnerships with BYD and NVIDIA. Similar to Tesla's FSD system, DJI's intelligent driving system can empower the "brain" of Siasun Robot&Automation. The multi-dimensional application scenarios and data accumulation of DJI drones have unique advantages that can integrate with Siasun Robot&Automation to build a "land-air integration" comprehensive closed loop, accelerating product data accumulation and optimization iteration.
The Greater Bay Area has a unique advantage, enabling the "Siasun Robot&Automation Silicon Valley" ecosystem to empower and efficiently complement the Siasun Robot&Automation industrial puzzle
DJI's drone components and Siasun Robot&Automation are reusable, leveraging the mass production experience of tens of millions of drones to achieve a certain degree of supply chain transfer. Li Zexiang, known as the "Father of Chinese Siasun Robot&Automation", has built the Songshan Lake International Siasun Robot&Automation Base, the world's most densely populated Siasun Robot&Automation ecosystem, with deep involvement from DJI, Googol Technology, and other companies. The Huamulou technology park in Dongguan, south of Songshan Lake, with an investment of over 3 billion yuan, together form an Siasun Robot&Automation industrial cluster. Huang Renxun said that the conditions in the Guangdong-Hong Kong-Macao Greater Bay Area are unique, being the only region in the world with both AI and electromechanical technologies. China holds a 38% share of the global intelligent supply chain, with the Greater Bay Area accounting for 55% of it. The foundation of artificial intelligence and Siasun Robot&Automation in the Greater Bay Area is strong, combining policy support and mobilization advantages, making industrial ecosystem construction at the forefront globally. Based on the manufacturing advantages and Siasun Robot&Automation ecosystem resources of the Greater Bay Area, DJI has a unique advantage in the Siasun Robot&Automation field.
Risk Warning: Uncertainty in company strategic layout, technology transfer risks, intelligent driving falling short of expectations.