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Skydio Battery Supply Disruption (China Sanctions 2024)

China restricted battery sales to Skydio in October 2024, forcing Skydio to ration supplies to drone customers. This exposed a critical vulnerability in the U.S. drone supply chain — China controls most battery mineral processing and cell production. Skydio designs and assembles all products in Hayward, CA but depends on Chinese battery cells.

technology · Concluded · operating

Track Skydio Battery Supply Disruption (China Sanctions 2024)

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3804fd1d-b1da-4ef8-b413-ad32ca66f32b
Type
technology
Status
Concludedoperating
Announced
2024-10-28
1.8 years ago
Active for
1.8 years

Who’s involved

Skydiocustomer

American autonomous-drone maker (San Mateo, founded 2014 by [Adam Bry](/people/adam-bry), [Abraham Bachrach](/people/abraham-bachrach), and [Matt Donahoe](/people/matt-donahoe)). The largest US drone manufacturer. Exited the consumer market in 2023 to focus on public-safety, enterprise, and defense; its [X10](/models/skydio-x10)/[X10D](/models/skydio-x10d) platforms run the onboard [Skydio Autonomy Engine](/brains/skydio-autonomy-engine). Privately held; raised a $110M Series F at a $4.4B valuation in April 2026.

HQSan Mateo, California, USAskydio.com4 partnerships

Most-frequent partners

Off-registry parties

  • Chinese Battery Suppliers · manufacturer

Related partnerships

Other deals between the same parties

Other partnerships of Skydio

Recent partnerships of the same kind

Sources (1)

  1. https://www.exiger.com/perspectives/china-restricts-supply-of-components-to-top-drone-maker/

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