监管面上,Federal Communications Commission(FCC)于 12 月将 DJI、Autel 等外国制造商的无人机与零组件加入「covered list」,使其无法取得在美国贩售新机型或关键零组件的核准;既有产品不受影响。DJI 的 Avata 360 于 11 月 19 日获 FCC 核准(原文日期:11 月 19 日;UTC+8:11 月 19 日),但美国销售尚未开始;美国国防预算法案亦要求其在 12 月 23 日前接受未具名国安机构审核(原文日期:12 月 23 日;UTC+8:12 月 23 日)。
Insta360 共同创办人 Max Richter 将合规不确定性定性为「always a risk」但仍持续投资美国;并称其 premium pricing 使关税成本可在一定程度上吸收,影响目前「manageable」。Antigravity CEO Michael Shabun 强调资料安全采用 AWS(Amazon Web Service),避免资料外传海外,并加入 payload detection 以阻止加装可伤人的配件后起飞。Antigravity 为独立私公司,Insta360 为大股东并提供镜头与拼接软体;公司称具美国 VC/PE 投资。华府自 2025 年 1 月起收紧美国对敏感中国科技(advanced semiconductors、quantum computing、AI)的投资限制,Shabun 表示迄今未感受到投资受限。
Insta360 (global leader in 360-degree cameras) is intensifying its push into the U.S. drone market as DJI cannot secure approvals to sell new models there. At CES 2026 in Las Vegas, it showed a next-generation AI-powered 4K webcam and highlighted the A1, a drone with a 360-degree camera launched in early December by its drone arm, Antigravity. The A1 is sold via Amazon and Best Buy for about US$1,500 and is described as warmly received in China and the U.S.
On regulation, the Federal Communications Commission (FCC) in December added drones and components from DJI, Autel, and other foreign makers to its “covered list,” blocking approvals to sell new models or critical components in the U.S., while leaving existing products unaffected. DJI’s Avata 360 received FCC approval on Nov. 19 (original date: Nov. 19; UTC+8: Nov. 19), but U.S. sales have not started. U.S. defense budget legislation also required an audit by Dec. 23 (original date: Dec. 23; UTC+8: Dec. 23).
Insta360 co-founder Max Richter frames compliance as “always a risk” yet continues U.S. investment, and argues premium pricing leaves room to absorb tariffs, with impacts “manageable” for now. Antigravity CEO Michael Shabun stresses data security via AWS (Amazon Web Service) to keep data from being sent overseas, and cites payload detection to prevent flights when harmful accessories are added. Antigravity is a separate private company with Insta360 as a major shareholder and U.S. VC/PE investors; as Washington tightened U.S. investment curbs on sensitive Chinese tech (advanced semiconductors, quantum computing, AI) since January 2025, Shabun says the firm has not yet felt restrictions.