Earlier at the moment I despatched this notice to our clients. As a result of that is such a crucial subject for the drone business and for our nationwide safety, I’m sharing it right here publicly as nicely.
Skydio clients,
A number of weeks in the past, China introduced sanctions on Skydio for promoting drones to Taiwan, the place our solely buyer at the moment is the Nationwide Fireplace Company. That is an assault on Skydio however it’s additionally an assault on you, our clients. We’re proud to help crucial infrastructure operators, first responders, and allied militaries all over the world. We’re proud to help Taiwan, and we’re undeterred.
Because of the sanctions, our battery provide might be diminished for the following few months which can impression our clients. We now have at all times manufactured our drones within the U.S., and over the previous few years we invested massively in citing provide for drone elements exterior of China. Batteries are one of many few elements we’ve not but moved out of China. We now have a considerable inventory of batteries readily available, and our group was already growing various suppliers. However proper now we don’t count on new sources to come back on-line till the spring of subsequent 12 months.
As a way to proceed delivering X10s and supporting our clients, we’ve to take the drastic step of rationing batteries to 1 per drone. I understand how crucial drones are to your work, and the way necessary having extra batteries is for a lot of of your missions. It pains me to do that. We’re extending the software program license, guarantee, and help time period for all drones fulfilled with lower than a full complement of batteries by the size of time it takes us to ship all batteries within the equipment.
It is a clarifying second for the drone business. If there was ever any doubt, this motion makes clear that the Chinese language authorities will use provide chains as a weapon to advance their pursuits over ours. The drone market has traditionally been dominated by Chinese language firms who at the moment are quickly dropping market share to Skydio and our Western friends. That is an try to get rid of the main American drone firm and deepen the world’s dependence on Chinese language drone suppliers.
It gained’t work.
We’ll come out of this stronger than ever, with essentially the most safe provide chain within the business, persevering with to fulfill the quickly scaling wants of public security, crucial infrastructure, and protection clients all over the world. We have been focused as a result of we’re the biggest drone firm exterior of China, and since we serve crucial clients that advance our nationwide safety, however no Western drone producer is protected. As we develop the availability of batteries exterior of China, we are going to share our work with our Western friends to assist the world transfer on from this harmful dependency.
We might not be the place we’re with out you, our clients, and we are going to do the whole lot in our energy to reduce the impression to you. Thanks on your partnership, your help, and please don’t hesitate to contact me or your Skydio consultant with any questions.
finest,
Adam
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