The U.S. Wants to Break China’s Drone Dominance. Here’s Where It Will Struggle.

Josh Chin, Merrill Sherman, Jason French and Ievgeniia Sivorka:

With drones revolutionizing the battlefield in Ukraine, Iran and beyond, the U.S. is striving to dominate this latest evolution in military technology the way it has with previous wartime innovations. There is just one problem: China got there first.

Teardowns of drones recovered in Ukraine hint at the extent of China’s stranglehold on production. A recent dissection of a Russian first-person-view, or FPV, quadcopter by the Bulava unit of Ukraine’s Presidential Brigade found numerous parts manufactured at least partially in China: batteries, motors and an unmarked central “brain” chip that Bulava traced to a Chinese supplier. Like Bulava’s own similar drones, the Russian version couldn’t have been built without China’s supply chain, according to the unit’s chief drone specialist.

The degree to which China has helped build the suicide drones Iran is using to cause havoc in its war with Israel and the U.S. is less clear. But defense analysts and industry experts say Chinese control over global drone production means Iran is likely just as dependent as Russia and Ukraine.

“It has already won World War III because everything is in its hands,” Bulava’s drone specialist, who goes by the call sign Udav, said of China. “No one will be able to change that in the near future, or even in the long run.”

Defense Secretary Pete Hegseth has vowed to break China’s dominance in drones with a $1.1 billion program he calls Drone Dominance. The initiative aims to rev up American drone production and bring down costs by pledging to buy more from U.S. suppliers. A breakdown of the parts that go into a typical FPV drone shows where the Pentagon might succeed, and where it is likely to struggle.


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