麦格理无人机专题报告：飞翔在工作场所-全球-科技行业-20170926-macquarie-drones hovering around workplaces

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1、GLOBALDronesHoveringaroundworkplacesConclusionWereviewourGlobalDroneTAMestimate(Fig1-5)andextendtheglobalecosystemlist(Fig6).Weexpectcommercialdronestobetheprimarydrivingforcefortheindustry,whichisconsistentwithourviewinGlobalDronethematicreport(link,Aug2016).

2、WealsoexpectAItostrengthendronecapabilitiesinflightcontrolanddataprocessing/sharing,forcommercialdronesinparticular(“GlobalKeyreportsServiceRobots/AIreport”,link).InourupdatedGlobalDroneTAMestimate,GlobalDrone:IgnorethematyourperilthedronemarketwillreachUS$78bn

3、in2021E,ora66%revenueCAGRin2017-21E.Byproducts,weestimatethegrowthofcommercialdronewilloutpaceDrone-LivefromMWCDroneForumthatofconsumerin2017-21Ewithan80%anda16%revenueCAGR,Drone-EhanglandsinMacqGCCrespectively.Chinawillremainthekeydriverwitha103%revenueCAGRin2

4、017-21E,giventheformedecosystemandtheproactivemoveonregulation.Drone-PropellingintothefutureAccordingtoourindustrysurvey,commercialdroneshavecurrentlybeenSignalsofgrowth:Openings&eventsputintopracticeinindustrialinspection(US$4.5k~12k,currentmajorAnalyst(s)com

5、mercialapplicationwith~40%share),agriculture(US$7.5k~30k),disasterMacquarieCapitalLimitedrelief(US$9k~12k),andsurveillance(US$4.5k-45k).WeexpectdronestobeAllenChangincreasinglyusedforpackagedeliveryandeventransportationinthefuture.+85239221136allen.chang@macqua

6、rie.comWendyHuang,CFAOntheotherhand,weanticipateconsumerdrones,drivenmainlybycompact+85239223378wendy.huang@macquarie.comselfiemodelspricedatUS$300~600,tofindhigherpublicacceptance.ChrisYu+862124129024chris.yu@macquarie.comImpactVerenaJeng+85239223766verena.jen

7、g@macquarie.comEricZongDronesenablingnewbusinessmodels:Webelieve“machine-to-machine”+85239224749eric.zong@macquarie.comcommunicationiscriticaltoboostdronecapabilitiesinexpandingrevolutionaryJinGuomethodsincommercialdroneapplications,suchaslogisticsgiantslikeAm

8、azon+862124129054jin.guo@macquarie.comMacquarieCapitalSecurities(Japan)LimitedandS.F.Holdingaredevotedtodronedeliverieswithautomatedprocess,DavidGibson,CFAwhichwilllargelysp