masters-orleans Chapter 142 Causes a Sensation in the Low-Altitude Economic Circle
Chapter 142 Causes a Sensation in the Low-Altitude Economic Circle
The demonstration by Tianyu Aerospace in Nakhon Ratchasima Province was like a pebble thrown into a calm lake.
The ripples spread rapidly throughout Southeast Asia at a speed that surprised everyone.
The seven tentative orders from Nakhon Ratchasima Province are just the beginning.
Over the next four days, Lu Ming and his team conducted three consecutive demonstrations in Udon Thani, Khon Kaen, and Ubon Ratchathani provinces in northeastern Thailand.
The effect of each event was exactly the same as in Nakhon Ratchasima Province—the scene of six drones operating in an unattended, automatically coordinated formation for plant protection was like a heavy hammer blow to the hearts of farmers who were used to DJI's single-drone + pilot mode.
After four demonstrations, Tianyu Aerospace Technology secured a total of twenty-three potential orders.
Twenty-three!
It's worth noting that Tianyu Aerospace sold fewer than forty drones in Southeast Asia over the past year, but now it has secured twenty-three letters of intent in just four days, each order being for a complete "Farmland Guardian" solution.
What excited Lu Ming even more was that three of these orders came from agricultural cooperatives—cooperatives typically purchase three to five times more than individual farmers.
If all these tentative orders are fulfilled, the hardware revenue from the G1 gateway and T-6 drone alone will exceed 15 million RMB.
And this doesn't even include the cost of the H-Link relay base station and subsequent maintenance services.
I'm angry!
Tianyu Aerospace's "Farmland Guardian" solution is a hit!
With its core selling point of six-aircraft unmanned collaborative plant protection, Tianyu Aerospace Technology has truly hit the weak spot of large farm owners in Southeast Asia – their biggest headache is not the price of the equipment, but the difficulty in finding professional pilots, low efficiency, and high labor costs.
"Farmland Guardian" solved all the problems at once.
Even though the entire solution is almost twice as expensive as the DJI T40 alone, it cannot stop the strong demand from farmers for multi-machine collaborative solutions.
Meanwhile, the H-Link communication protocol is quietly taking root in the Southeast Asian agricultural drone market, taking advantage of the hot sales of the "Farmland Guardian" solution.
Every G1 gateway sold signifies the establishment of an H-Link signal coverage area.
Each H-Link coverage area means that all drones within that area must use the H-Link protocol to be connected and managed.
At this time, DJI was busy promoting its FlightCore 2.0 standalone intelligent solution. They were unaware that the Southeast Asian agricultural plant protection market, which they considered as solid as an ironclad fortress, was being quietly dismantled by a completely different competitive model.
If they cannot react quickly, once the H-Link protocol's coverage network reaches a certain density, they will be unable to catch up.
After all, once farmers buy the G1 gateway and the matching H-Link drone, the switching costs are ridiculously high—it's not as simple as changing a mobile phone; it's about rebuilding the entire agricultural infrastructure from scratch.
……
"Industry shaken! Xiangyu drones, leveraging the Hongyuan Feiniao G1 gateway solution, beat DJI to win a 300 million yuan power inspection contract from the Southern Power Grid!"
This is a headline push from 36Kr.
From ridicule to triumph: Tianyu Aerospace secured 23 orders in four days with a single G1 gateway, transforming the Southeast Asian agricultural plant protection market!
This is an in-depth report from Huxiu.
"Just how powerful is the G1 industrial gateway? Internal test data from Xiangyu reveals: latency of only 15 milliseconds, one-fifth that of DJI FlightCore 2.0!"
This is an article from the WeChat public account "Low Altitude Economy Observation," which garnered over 100,000 views within two hours.
"Shocking! How did a small company that almost went bankrupt turn its fate around with 200 million yuan in membership fees? Tianyu Aerospace Technology's path to survival!"
"Internal news from Xiangyu Drones: The entire product line has been upgraded based on the G1, and an additional 200 G1 gateways are expected to be purchased..."
"Hongyuan Feiniao G1 Gateway: The iPhone Moment for the Low-Altitude Economy?"...
I'm angry!
It's become an unstoppable hit!
Both Xiangyu UAV and Tianyu Aerospace Technology have become the absolute focus of news in the low-altitude economic circle, overshadowing the release of DJI FlightCore 2.0 and the LDCL 3.0 100-enterprise plan of Hangxindatong.
Decision-makers from hundreds of companies across the industry were astonished by these two cases. Among them, Xiangyu UAV secured a 300 million yuan power inspection contract from the Southern Power Grid with its G1 gateway solution.
This news stunned everyone—the Southern Power Grid bid had previously been assumed to be DJI's.
DJI has been working in the field of power line inspection for five years. Its technological accumulation, customer relationships, and after-sales network far surpass those of Xiangyu.
However, Xiangyu defeated DJI with an overwhelming advantage in the technical review process by relying on the 15-millisecond latency of the G1 gateway and its AI fault prediction function.
After reviewing Xiangyu's solution demonstration based on G1, the expert panel from China Southern Power Grid gave a comment that silenced everyone:
"This is not a competition between products of the same generation; it is a generational crushing defeat."
In addition, Tianyu Aerospace Technology, a little-known small company and a startup team that almost went bankrupt, has also achieved such an amazing breakthrough in Southeast Asia.
Twenty-three potential orders in four days; it looked like they were about to snatch a piece of the Southeast Asian market from DJI.
These two cases, and the miracles they created, have left countless low-altitude economy practitioners in awe.
In industry media, countless analysts are discussing why Xiangyu and Tianyu Aerospace's performance is so outstanding, and why they were able to create such a miracle.
After much discussion, all the analyses ultimately pointed to a common core issue—they all used Hongyuan Feiniao's G1 industrial gateway and the H-Link ecosystem!
The owners of hundreds of drone companies across the industry were extremely envious upon seeing this.
Xiangyu UAVs are one thing, after all, they're one of the top five companies in the power line inspection field and have a certain technological foundation. But what is Tianyu Aerospace Technology?
A former deputy director of marketing, who had been laid off by Hangxindatong, ran a small workshop with two other people. The workshop had an annual revenue of less than five million yuan and almost went bankrupt.
How could such a small company, which was on the verge of collapse, achieve such amazing results?
With the G1 gateway's multi-machine collaboration capabilities, Tianyu Aerospace Technology is about to gain a foothold in the Southeast Asian agricultural plant protection market. Faced with such a precedent, countless bosses are envious.
While business owners are eyeing the precedent set by Tianyu Aerospace Technology, strategic member companies of a certain scale, such as Zhongyi Aviation, JD Logistics, and SF Technology, are also taking notice.
Their envy wasn't directed at Tianyu Aerospace Technology, but rather at Xiangyu UAVs. While they were envious, they also wore thoughtful expressions.
Because of their success in securing a major contract with China Southern Power Grid through Xiangyu UAVs, they each gained different insights.
There are a thousand Hamlets in a thousand people's eyes, and these different understandings lead them to make different decisions.
JD Logistics believes that the core reason Xiangyu was able to secure the large order from China Southern Power Grid is the edge AI inference capability and multi-drone collaborative management capability of its G1 gateway. These two capabilities are precisely what drone logistics delivery needs most—in urban last-mile delivery scenarios, it is necessary to manage the real-time scheduling of dozens of delivery drones.
SF Technology believes that Xiangyu's success is due to two reasons. First, the G1 gateway itself has leading technology. Second, as a strategic member of the Feiniao Industry Alliance, Xiangyu extensively used the "Feiniao Ecosystem" brand endorsement in its bidding proposal, leading the Southern Power Grid's review experts to subconsciously believe that Xiangyu's proposal had the technical support of Hongyuan Feiniao.
Therefore, all these factors combined led to Xiangyu UAV's amazing achievement of winning a 300 million yuan order.
As the success stories of Xiangyu and Tianyu Aerospace spread like wildfire in the industry, they sparked discussions among hundreds of companies.
The business owners in the low-altitude economic zone have all made their own judgments and decisions.
Large, well-established companies want to emulate Xiangyu and use the G1 gateway solution to bid for high-value industrial-grade projects—such as power line inspection, oil pipeline inspection, and emergency response.
After all, if Xiangyu can win the bid for China Southern Power Grid, why can't Zhongyi Aviation and JD Logistics do the same?
Small and medium-sized enterprises lacking resources are eyeing Tianyu Aerospace's case, hoping to learn from Tianyu Aerospace and find a breakthrough in niche markets using the G1 gateway.
But no matter which path they choose, there's one thing they can't avoid!
If you want to learn from Xiangyu's bidding for large-scale industrial projects, you must connect to Feibiao's G1 gateway and H-Link ecosystem; otherwise, you will have no competitiveness in the technical review process!
If you want to learn from Tianyu Aerospace Technology's breakthrough in niche markets, you must obtain the procurement qualification for the G1 gateway—and the G1 gateway is only open to paid members of the industry alliance!
So at this moment, countless industry people suddenly realized that Su Chen had quietly turned Hongyuan Flying Bird into an infrastructure supplier for the low-altitude industry!
This news caused a sensation within the industry, leading countless professionals to exclaim, "Su Chen is terrifying!"
Under these circumstances, Hongyuan Feiniao's industry alliance experienced explosive growth within just one week.
Companies that had previously been hesitant, those that had complained about the high membership fees, and those that felt the H-Link protocol was too restrictive, are now flocking to the platform.
Some of these are applications for new membership to join industry alliances.
Some, like Tianyu Aerospace, want to apply for a prototype of the G1 gateway for trial use and entrust Hongyuan Feiniao to place a customized order for deep H-Link adaptation.
The orders that wanted Hongyuan Feiniao to customize adaptation solutions for them were destined to make them wait for a while—after all, Wu Zheng's team only had a few people in total, and it was impossible for them to do dozens of adaptation projects at the same time.
In just one week, from Xiangyu securing a major order from the Southern Power Grid and Tianyu Aerospace igniting the Southeast Asian market, to now, on October 22nd, which is only six days away from the Flying Bird Technology Summit.
The number of members in Hongyuan Flying Bird's industry alliance has surged from 44 to 217!
The number of strategic members increased from nine to twenty-two, the number of senior members increased from thirty-five to eighty-three, and the number of basic members increased by one hundred and twelve.
Meanwhile, the pre-orders for the G1 industrial gateway left Su Chen both amused and exasperated.
Based solely on word-of-mouth from the two cases of Xiangyu and Tianyu Aerospace, the G1 gateway has already received more than 800 pre-orders even before its official release!
Eight hundred units!
It should be noted that Su Chen's previous estimate was that G1 orders in the first month of the summit would be between two and three hundred units.
But even before the summit has started, the number of intended pre-orders has already exceeded 800!
Looking at the performance report, Su Chen suddenly realized that the production demand for these 800 G1 gateways had far exceeded the current production capacity of Wu Zheng's team.
Wu Zheng's hardware team currently consists of only twelve people, and it takes two days to manually assemble a single G1 engineering prototype. Even operating at full capacity, they can only produce 180 units per month.
The intended order for 800 units will take at least four months to fulfill at current production capacity. And that doesn't even include the new orders that may flood in after the summit!
"There's no other way; we'll have to find a manufacturer."
Su Chen shook his head, both amused and exasperated.
We finally assembled a top-notch hardware team, but now their production capacity is completely insufficient, so we have to outsource the production of the G1 gateway to a professional electronics contract manufacturer.
But as much as it's both funny and sad, the profit margin for G1 gateways is truly high.
A single G1 gateway is priced at 9999 yuan, with a BOM cost of 3200 yuan. After deducting labor, taxes, logistics, and other expenses, the net profit per unit is close to 5500 yuan.
Eight hundred units would generate a net profit of four million four hundred thousand.
But the profits from G1 gateways are just the tip of the iceberg.
What truly excites Su Chen is the ecosystem multiplier effect behind the G1 gateway.
For every G1 gateway sold, an average of six to ten S1 flight control modules are ordered – because customers need matching H-Link drones.
For every six S1 flight control modules sold, an average of two to three H-Link relay base stations will be ordered – because large-scale operational scenarios require expanded signal coverage.
The profit margin of H-Link relay base stations is even more staggering—the selling price is 4000 yuan, the BOM cost is less than 1200 yuan, and the overall profit margin exceeds 60%.
What does this mean?
Su Chen picked up a pen and quickly did some calculations on the paper:
800 G1 gateways × 5500 yuan profit = 4.4 million yuan.
The profit from approximately 6400 S1 modules × 400 yuan per module = 256 million yuan.
The profit from the installation of approximately 2000 H-Link relay base stations is 2400 yuan each, totaling 480 million yuan.
Industry alliance membership fees: 22 strategic members × 200 million + 83 senior members × 50 = 4400 million + 4150 million = 8550 million.
The annualized revenue from confirmed orders and membership fees alone exceeds 97 million!
If the post-summit revenue is taken into account, Su Chen conservatively estimates that this year's total revenue will easily exceed 150 million.
This number stunned him for several seconds.
Just two weeks ago, Hongyuan Feiniao's industry alliance was being ridiculed as "dismal" by "low-altitude observers" on Zhihu.
At that time, the entire industry was laughing at Su Chen for setting prices too high and for being unrealistic, believing that the industry alliance was doomed to fail.
But now—
"The profit margin for the S1 module is 400 yuan, and the profit margin for the G1 gateway is 5500 yuan."
Su Chen looked at the numbers on the paper, a slight smile playing on his lips.
"The profit from selling one G1 gateway is equivalent to selling nearly fourteen S1 modules."
In other words, the G1 gateway is the real profit bomb.
The S1 module is the foundation, the traffic entry point. The G1 gateway is the profit engine.
The future of Qixin MEMS sensors will be the ultimate weapon.
With the huge cash flow from the G1 gateway and industry alliance membership fees, plus the stable income from the S1 module, Su Chen no longer has any financial worries about supporting the research and development of Qixin MEMS's independent DRIE etching process.