After joining the U.S. Entity List, how DJI’s international market business development and product manufacturing will be affected is an issue that many of us are very concerned about.
First of all, let’s take a look at what does it mean for DJI to be included in the entity management list of US companies? After being included in the entity list, if some companies in the United States want to export related products to DJI, they will not be approved by the government. Under normal circumstances, American companies need authorization to sell goods to DJI. After being included, it will affect DJI's production supply chain more, but it does not mean that after being included in the entity list, they will not be able to sell goods to Americans. .
Although the United States has introduced such a policy, in the market, DJI products sold in the US market will still be sold normally, and American customers can still purchase DJI products normally. , and it will not affect the use of DJI products. Therefore, although the United States has introduced an entity list policy, the impact on DJI’s market sales is actually minimal. DJI will continue to innovatively develop and produce new products based on the product needs of American customers.
From another perspective, from the perspective of the supply chain, that is, from the perspective of production, the key to the impact of being included in the Entity List on DJI’s manufacturing lies in DJI’s impact on American chips during manufacturing. dependency. If the chips used in DJI's production machines are not from the United States, the chips currently used by DJI are from Qualcomm and Microsoft, and its power supply system is also from Texas Instruments.
So this U.S. policy actually blocks the supply of U.S. technology to DJI’s core components. DJI is bound to be affected to a certain extent in this case. At this time, what needs to be considered more is whether the products and technologies that DJI cooperates with can be replaced by others. If DJI can find corresponding substitutes, it will have little impact on DJI's overall production.