曾由大疆垄断的口袋云台相机品类正在成为消费电子行业新的竞争焦点[1]。影石、OPPO、vivo和荣耀等多家手机厂商正纷纷进入这一市场[1]。大疆Pocket 3的热销为这一趋势奠定了基础,该产品上市不到两年已售出超千万台[1],有力验证了市场需求[1]。这款产品采用1英寸传感器和2英寸旋转屏设计,售价3499元[1]。
手机厂商进场的核心驱动力是寻求新增长点[1]。全球智能手机市场增长乏力,2026年第一季度出货量同比下降2.9%,结束了连续十个季度的增长局面[1]。与此同时,固定镜头相机市场展现活力,2025年全球出货量同比增长约29.6%[1]。大疆最初对口袋云台相机市场的估计仅为十亿元规模,但实际已增长到数百亿元量级[1],这一巨大的市场潜力吸引了手机厂商加入。
手机厂商正利用自身优势抢占市场[1]。vivo已开始招募相关产品测试用户[1],OPPO的相关项目代号为"扶摇"[1]。荣耀推出了"Robot Phone"概念,在手机摄像头模组位置集成微型云台[1]。这些举措表明,手机厂商正通过供应链优势和生态整合能力,力图在口袋云台相机市场获得一席之地。
Multiple smartphone manufacturers are moving into the pocket gimbal camera segment in 2026, a category once dominated exclusively by DJI.[1] Companies including Insta360, OPPO, vivo, and Honor have announced plans to develop products in this market, signaling a major shift in competitive focus within the consumer electronics industry.[1] The surge in manufacturer interest follows DJI's success with the Pocket 3, which has sold over 10 million units since its launch less than two years ago.[1]
The market opportunity has proven far larger than initially anticipated.[1] DJI originally estimated the pocket gimbal camera market at approximately 1 billion yuan but subsequently discovered it had grown to several hundred billion yuan in scale.[1] This expansion coincides with broader challenges in the smartphone sector, as global smartphone shipments declined 2.9 percent year-over-year in the first quarter of 2026, ending a streak of consecutive quarterly growth.[1] Meanwhile, the fixed-lens camera market showed stronger momentum, with global shipments rising approximately 29.6 percent year-over-year in 2025.[1]
Smartphone makers possess inherent advantages that position them well for this category.[1] Their existing supply chain capabilities and ability to integrate ecosystems with mobile devices make pocket gimbal cameras an attractive new growth avenue.[1] vivo has begun recruiting product testers for its offering, while OPPO's project operates under the codename "Fuyao."[1] Honor has taken a distinctive approach by introducing "Robot Phone," integrating a micro-gimbal directly into the smartphone camera module.[1] The DJI Pocket 3 features a 1-inch sensor and 2-inch rotating screen, priced at 3,499 yuan.[1]