The US regulatory agency FCC has placed all new drones and components from abroad on the "Covered List" – a massive blow to global market leader DJI.
Details
📵 The new reality: New DJI models can no longer be sold in the US as of now. Existing drones remain legal, but updates and new components could become scarce.
🎯 Why now? Congress set a deadline in the Defense Bill 2025: By December 23, manufacturers had to prove their drones posed no security risk.
- After an interagency review, the FCC decided: All foreign drones are an "unacceptable risk."
🏟️ Olympics as catalyst: The FCC explicitly cites the 2026 World Cup and 2028 Olympic Games as reasons for the measure. The concern: "Terrorists and hostile actors" could misuse drones.
🇺🇸 US manufacturers celebrate: They're hailing the move as a breakthrough for "American drone dominance," even though US drones often cost twice as much and are considered "half as good."
🇨🇳 Beijing's response: China's Foreign Ministry calls it a violation of market principles. DJI itself dismisses all espionage allegations as "unfounded" and "pure protectionism."
Good to know
DJI dominates nearly the entire US market (over 90% of commercial drones). From agriculture to construction to police and fire departments – the dependence on Chinese technology is massive and can hardly be replaced in the short term.
The China Survival Guide for Western Businesses
Entity setup, WeChat strategy, hiring your first local team. 12+ years on the ground in Shanghai.
