Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls
U.S. tariffs on Chinese drone imports rose to 170% in April 2025, lifting prices for many drones and parts by 2.7 times. China’s late-2024 export controls cut infrared sensor exports 30% and tripled prices, while U.S.-bound component volume dropped 60%. Global logistics delays persist, with shipments detained for inspections and lead times stretching to several weeks. Brands are moving assembly to Vietnam, India, and Mexico to reduce risk.