method007
lvl.4
Flight distance : 110449 ft
United States
Offline
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Yea, sorry, I was at work so I was typing fast. Based on DJI's announced financial information, it is expected they sold about 500,000 drones during the year of 2015. DJI has continued to beat the prior years projections, so I would expect that to continue, selling nearly 750,000 drones in 2016. Using stupid math, that means in 2015 they shipped about 1,369 drones a day. In 2015 they also had a large product launch, although likely not as big as the Mavics launch. If you consider that most people will buy "the newest thing", and subtract pro sales, I'm betting 60% of the drones sold by DJI this year will be the Mavic. If they manage to hit 750,000 drones sold this year, that's 62,500 a month. 60% of that is 37,500 Mavics a month. I'm thinking October should be counted as a full sales month, which means they should have expected 112,500 Mavics sold through the end of the year. It's possible those sales have already been hit as of today (hence the "un-expected demand). It doesn't make sense to me that they would pay for a system bigger than they need - so they probably started on the 1400 shipped a day system. It's likely they ramped that up due to demand and hired more staff in production and logistics. I'm also betting that in the first week the stock produced to date was shipped, so that probably knocked out thousands of orders. If you consider their estimate of everything ordered before November delivered by the end of December, that would be about 84,000 drones delivered using my numbers - which is right in their wheel house in terms of what they have done in the past. Please keep in mind these numbers are pulled out of the air. The only thing we know for certain is how much money they made in prior years, they have never provided any information regarding production so there is simply no way to estimate things. I'm just talking shop here |
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