Ongoing Avoidance of Chinese Drone Maker DJI
ALUX Enters Home Security Drone Market
ALUX is expected to show meaningful growth as drone exports to the U.S. increase amid the onset of a potential "Trump 2.0 era."
On the 17th, Lee Sang-heon, an analyst at iM Securities, shared this outlook in his report titled "Drone Exports to the U.S. Likely to Rise in the Trump 2.0 Era."
Founded in 2015, ALUX is a company that manufactures coding education robots and drones using proprietary technology. Recognizing the growing importance of software education—including coding—ALUX has focused on developing and producing educational robots since its inception.
Currently, ALUX supplies AI education and robot design kits to over 2,500 schools across Korea. In 2020, it expanded its business to drones, leveraging its existing coding technology base.
Analyst Lee stated,
“The global drone market is expected to grow from KRW 32 trillion in 2021 to KRW 146 trillion by 2032, driven by increased demand across transport, military, agriculture, construction, exploration, and various service industries.”
He continued,
“ALUX primarily offers nano drones weighing less than 250g. In many advanced drone-regulating countries—including Korea, the U.S., the U.K., Australia, and China—drones under 250g are exempt from registration and pilot certification requirements. Because of their lighter regulatory burden, nano drones are widely used by the general public for hobbies, entertainment, and education, and their small size and low noise also make them ideal for military reconnaissance and construction site operations.”
He added,
“The global nano drone market is projected to grow from $1.68 billion in 2023 to $2.2 billion in 2024, and further to $6.37 billion by 2028, at a CAGR of 30.4%. With ongoing U.S.-China trade tensions, the U.S. government has implemented several initiatives to reduce reliance on Chinese drones, particularly those made by DJI, which dominates the global market.”
In fact, in September 2023, the U.S. House of Representatives passed more than 20 bills aimed at curbing Chinese influence, including a law banning the use of new DJI drone models within the U.S.—as part of the "Countering CCP Drones Act."
Lee noted,
“If Trump returns to office, U.S.-China geopolitical tensions are likely to intensify, leading to stricter regulations on Chinese-made drones such as DJI. ALUX officially entered the drone business in 2022 with its first educational drone and successfully internalized the flight controller (FC)—a core component—in 2023.”
He also pointed out that,
“In 2023, ALUX supplied educational drones to the U.S. Air Force, and is now preparing to expand into the home security drone market—often referred to as flying CCTV—in partnership with a major U.S. security solutions firm. This move targets North America, where detached homes are prevalent.”
“As a result,” he concluded, “U.S.-bound drone exports are expected to scale up from this year, with accelerated revenue growth in the coming years.”
Ongoing Avoidance of Chinese Drone Maker DJI
ALUX Enters Home Security Drone Market
ALUX is expected to show meaningful growth as drone exports to the U.S. increase amid the onset of a potential "Trump 2.0 era."
On the 17th, Lee Sang-heon, an analyst at iM Securities, shared this outlook in his report titled "Drone Exports to the U.S. Likely to Rise in the Trump 2.0 Era."
Founded in 2015, ALUX is a company that manufactures coding education robots and drones using proprietary technology. Recognizing the growing importance of software education—including coding—ALUX has focused on developing and producing educational robots since its inception.
Currently, ALUX supplies AI education and robot design kits to over 2,500 schools across Korea. In 2020, it expanded its business to drones, leveraging its existing coding technology base.
Analyst Lee stated,
“The global drone market is expected to grow from KRW 32 trillion in 2021 to KRW 146 trillion by 2032, driven by increased demand across transport, military, agriculture, construction, exploration, and various service industries.”
He continued,
“ALUX primarily offers nano drones weighing less than 250g. In many advanced drone-regulating countries—including Korea, the U.S., the U.K., Australia, and China—drones under 250g are exempt from registration and pilot certification requirements. Because of their lighter regulatory burden, nano drones are widely used by the general public for hobbies, entertainment, and education, and their small size and low noise also make them ideal for military reconnaissance and construction site operations.”
He added,
“The global nano drone market is projected to grow from $1.68 billion in 2023 to $2.2 billion in 2024, and further to $6.37 billion by 2028, at a CAGR of 30.4%. With ongoing U.S.-China trade tensions, the U.S. government has implemented several initiatives to reduce reliance on Chinese drones, particularly those made by DJI, which dominates the global market.”
In fact, in September 2023, the U.S. House of Representatives passed more than 20 bills aimed at curbing Chinese influence, including a law banning the use of new DJI drone models within the U.S.—as part of the "Countering CCP Drones Act."
Lee noted,
“If Trump returns to office, U.S.-China geopolitical tensions are likely to intensify, leading to stricter regulations on Chinese-made drones such as DJI. ALUX officially entered the drone business in 2022 with its first educational drone and successfully internalized the flight controller (FC)—a core component—in 2023.”
He also pointed out that,
“In 2023, ALUX supplied educational drones to the U.S. Air Force, and is now preparing to expand into the home security drone market—often referred to as flying CCTV—in partnership with a major U.S. security solutions firm. This move targets North America, where detached homes are prevalent.”
“As a result,” he concluded, “U.S.-bound drone exports are expected to scale up from this year, with accelerated revenue growth in the coming years.”