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Drone & UAV Supply Chain Map

End-to-end view of the supply chain: 14 items and 34 listed companies (Taiwan-listed 22, US-listed 8, JP 4). A company's placement is determined by the products disclosed in its own annual report. Click an item for companies and excerpts; click an edge for the source of that relation. Data: FY2024 annual report, FY2025 annual report, FY2025 annual report, FY2026 annual report.

Core Upstream Downstream No disclosure yet Backbone (editorial) Extracted from annual reports (click an edge)
L3　Epi / Fab / OSAT L2　Dies & Chips L1　Modules & Subsystems L0　End Systems Drone 21 companies C-UAS 5 companies Drone Svc. 2 companies Airframe 1 company GCS 3 companies UAV Motor/ESC 7 companies Optical Payload 6 companies Battery Pack 1 company Image SoC 1 company Harness 1 company Flight Ctrl 3 companies Obstacle Avoid. 1 company Loitering Mun. 1 company Connector 1 company
L3　Epi / Fab / OSAT L2　Dies & Chips L1　Modules & Subsystems L0　End Systems Drone 21 companies C-UAS 5 companies Drone Svc. 2 companies Airframe 1 company GCS 3 companies UAV Motor/ESC 7 companies Optical Payload 6 companies Battery Pack 1 company Image SoC 1 company Harness 1 company Flight Ctrl 3 companies Obstacle Avoid. 1 company Loitering Mun. 1 company Connector 1 company

👆 Click an item to see its companies and annual-report sources; click an edge to see where the relation comes from.

Upstream items & companies

Drone Image Processing SoC L3・Upstream

  • 🇹🇼 iCatchtek（6695） — 「無人機用智慧避障與高畫質空拍影像處理晶片：主要功能包含影像處理與 視覺深度處理」 Source: 6695 FY2025 annual report (Chinese original), section starting p.96

Drone Wire Harness & Connectors L3・Upstream

  • 🇹🇼 AVI（3597） — 「積極投入無人機及自行車線束暨防水連接器模組加工服務。」 Source: 3597 FY2024 annual report (Chinese original), section starting p.96・not repeated in the latest annual report

Drone Flight Control System L2・Upstream

  • 🇹🇼 PWT（2429） — 「無人機飛控系統」 Source: 2429 FY2025 annual report (Chinese original), section starting p.56
  • 🇹🇼 Arima Comm.（8101） — 「次系統以飛控 / 光學酬載 / 圖傳 / 通訊子系統的開發及銷售 為主」 Source: 8101 FY2025 annual report (Chinese original), section starting p.48
  • 🇺🇸 Unusual Machines, Inc.（UMAC） — 「we secured a $2.1 million order from a customer for domestically assembled drone systems for defense and government applications which includes Rotor Riot Brave flight controllers and ESCs, Fat Shark Aura analog cameras and video transmitters, HDO+ headsets and Unusual Machines motors.」 Source: UMAC FY2025 annual report (10-K/20-F)

Drone Propulsion (Motor & ESC) L2・Upstream

  • 🇹🇼 TECO（1504） — 「東元預計 2026 年 Q2 推出自主研發之 T-Power Air OD128LR 低稀土」 Source: 1504 FY2025 annual report (Chinese original), section starting p.128
  • 🇹🇼 LIEN CHANG（2431） — 「研發出小型FPV 24V 20A/40A/60A， 48V/40A 等不同型號 ESC 電調並規劃在台灣生產對應客戶直接銷售」 Source: 2431 FY2025 annual report (Chinese original), section starting p.51
  • 🇹🇼 KING SHING（7732） — 「鎖定小型商業無人機 (UAV) 電機與輕型 AGV 驅 動電機，完成初期產品認證與實地測試」 Source: 7732 FY2025 annual report (Chinese original), section starting p.61
  • 🇹🇼 TT（8033） — 「無人機各型馬達」 Source: 8033 FY2025 annual report (Chinese original), section starting p.80
  • 🇺🇸 KRATOS DEFENSE & SECURITY SOLUTIONS, INC.（KTOS） — 「In addition to the joint work on the GEK800, Kratos and GE Aerospace have commenced work on another new engine, the GEK1500.」 Source: KTOS FY2025 annual report (10-K/20-F)
  • 🇺🇸 Ondas Inc.（ONDS） — 「OAS further strengthens its ground autonomy stack through Apeiro Motion, which supports enhanced navigation, mobility, and autonomy performance for robotic platforms operating in complex environments.」 Source: ONDS FY2025 annual report (10-K/20-F)
  • 🇺🇸 Unusual Machines, Inc.（UMAC） — 「we secured a $2.1 million order from a customer for domestically assembled drone systems for defense and government applications which includes Rotor Riot Brave flight controllers and ESCs, Fat Shark Aura analog cameras and video transmitters, HDO+ headsets and Unusual Machines motors.」 Source: UMAC FY2025 annual report (10-K/20-F)

Composite Airframe L2・Upstream

  • 🇹🇼 CBT（7719） — 「「中科院」無人機「銳鳶二代」複材機體。」 Source: 7719 FY2024 annual report (Chinese original), section starting p.56

Drone Obstacle Avoidance L2・Upstream

  • 🇹🇼 Altek（3059） — 「新一代避障系統」 Source: 3059 FY2025 annual report (Chinese original), section starting p.46

Drone Optical Payload L2・Upstream

  • 🇹🇼 Altek（3059） — 「無人機雙光相機」 Source: 3059 FY2025 annual report (Chinese original), section starting p.46
  • 🇹🇼 KINKO（6209） — 「27、無人機鏡頭」 Source: 6209 FY2025 annual report (Chinese original), section starting p.68
  • 🇹🇼 Brinno（7402） — 「自主研發之『無人機三光相機與雲台系統』POC樣品」 Source: 7402 FY2025 annual report (Chinese original), section starting p.62
  • 🇺🇸 AeroVironment Inc（AVAV） — 「underpinned by our perception and autonomy products of AVACORE and SPOTR-EDGE.」 Source: AVAV FY2026 annual report (10-K/20-F)
  • 🇺🇸 AgEagle Aerial Systems Inc.（UAVS） — 「the Company also created and released two new dual camera options (Red/Green and Blue/Green) and the RedEdge-P Triple, thereby providing 15-band super-spectral coverage from a single product.」 Source: UAVS FY2025 annual report (10-K/20-F)
  • 🇺🇸 Unusual Machines, Inc.（UMAC） — 「we secured a $2.1 million order from a customer for domestically assembled drone systems for defense and government applications which includes Rotor Riot Brave flight controllers and ESCs, Fat Shark Aura analog cameras and video transmitters, HDO+ headsets and Unusual Machines motors.」 Source: UMAC FY2025 annual report (10-K/20-F)

Drone Battery Pack L2・Upstream

  • 🇹🇼 Celxpert（3323） — 「無人機反制系統電池組開發」 Source: 3323 FY2025 annual report (Chinese original), section starting p.90

Connectors & Cable Assemblies L2・Upstream

  • 🇹🇼 HON HAI（2317） — 「本公司產製之連接器及機座與組裝產品使用原料包括銅材、塑膠粒與」 Source: 2317 FY2025 annual report (Chinese original), section starting p.125

Drone Ground Control Station L1・Upstream

  • 🇹🇼 AACL（2630） — 「配合產發署主題式研發計畫，執行無人機地面導控站」 Source: 2630 FY2025 annual report (Chinese original), section starting p.92
  • 🇹🇼 BESTEC（3308） — 「BR7P40 7 吋螢幕傳輸距離 40KM 無人機遙控器」 Source: 3308 FY2025 annual report (Chinese original), section starting p.48
  • 🇺🇸 Ondas Inc.（ONDS） — 「We utilize different contract manufacturers for the Optimus drone, the Iron Drone , and Airbase .」 Source: ONDS FY2025 annual report (10-K/20-F)

Core items & companies

Drone (UAV) L0・Core

  • 🇹🇼 HON HAI（2317） — 「完成無人機EVT整機開發:負責機構設計、PCBA開發與避障模組設計，並成功實現整機穩定飛行」 Source: 2317 FY2025 annual report (Chinese original), section starting p.112
  • 🇹🇼 PWT（2429） — 「並於 113 年投入無人機研發，預計將為 115 年下半年創造營 收。」 Source: 2429 FY2025 annual report (Chinese original), section starting p.56
  • 🇹🇼 E-LEAD（2497） — 「車載無人機、引擎化油器、啟動器」 Source: 2497 FY2025 annual report (Chinese original), section starting p.69
  • 🇹🇼 AACL（2630） — 「本公司已建立無人機組裝及維護能力，並透過中型無人機複」 Source: 2630 FY2025 annual report (Chinese original), section starting p.92
  • 🇹🇼 EGAT（2645） — 「完成商用規格多旋翼無人載具開發」 Source: 2645 FY2025 annual report (Chinese original), section starting p.44
  • 🇯🇵 Terra Drone Corporation（278A） — 「効率な生産手法を実現するため、ドローン活用の可能性が急速に 拡大しております。2030年には農業用ドローンの世界市場は最大142億9,020万ドル（約2兆680億円）（注23）に成長 する見込みです。」 Source: 278A FY2026 annual securities report (EDINET, Japanese original), section starting p.7
  • 🇹🇼 BESTEC（3308） — 「S-C200BEL1 F9A-B」 Source: 3308 FY2025 annual report (Chinese original), section starting p.48
  • 🇯🇵 株式会社菊池製作所（3444） — 「装着型アシストスーツやドローン、歩行支援ロボット等をはじめとした各種サービス・サポート系ロボットの開発・製品化を推進し」 Source: 3444 FY2026 annual securities report (EDINET, Japanese original), section starting p.5
  • 🇹🇼 Coretronic（5371） — 「保密條款・供應契約・某美國公司・112.01.30起5年・無人機供應契約」 Source: 5371 FY2025 annual report (Chinese original), section starting p.81
  • 🇯🇵 ACSL Ltd.（6232） — 「ースにした機体の生産・販売を行う「プラットフォーム機体販売」も行います。 「機体量産」では、ドローンの利活用が多く見込まれる用途において「用途特化型機体」として量産機体の開 発・生産・販売を行い」 Source: 6232 FY2025 annual securities report (EDINET, Japanese original), section starting p.5
  • 🇯🇵 ShinMaywa Industries, Ltd.（7224） — 「固定翼無人航空機の自主開発」 Source: 7224 FY2026 annual securities report (EDINET, Japanese original), section starting p.6
  • 🇹🇼 CBT（7719） — 「20KG級VTOL開發。」 Source: 7719 FY2024 annual report (Chinese original), section starting p.56
  • 🇹🇼 TT（8033） — 「光纖版FPV無人機(Fiber Optic Drone)」 Source: 8033 FY2025 annual report (Chinese original), section starting p.80
  • 🇹🇼 Arima Comm.（8101） — 「小的爲 VTOL 定翼型混合電動機：以國內標案為主，國外 銷售為輔」 Source: 8101 FY2025 annual report (Chinese original), section starting p.48
  • 🇺🇸 AIRO Group Holdings, Inc.（AIRO） — 「A version of the RQ-35 intended for Blue UAS certification, the RQ-35 v.251, is currently in our development plan, along with a follow-on certification program.」 Source: AIRO FY2025 annual report (10-K/20-F)
  • 🇺🇸 AeroVironment Inc（AVAV） — 「The Mission Specialist Wraith is the next-generation platform with increased autonomy, scalability, and extended operational reach.」 Source: AVAV FY2026 annual report (10-K/20-F)
  • 🇺🇸 KRATOS DEFENSE & SECURITY SOLUTIONS, INC.（KTOS） — 「During the year ended December 28, 2025, capital expenditures of approximately $38.4 million were incurred in our US business, primarily related to our manufacture of two production lots of Valkyries prior to contract award to meet anticipated customer orders and requirements.」 Source: KTOS FY2025 annual report (10-K/20-F)
  • 🇺🇸 Ondas Inc.（ONDS） — 「OAS revenue also increased by $17.6 million attributable to Airobotics, of which approximately $16.4 million relates to product sales and approximately $1.2 million relates to service revenue from sales of our Optimus System and Iron Drone Raider .」 Source: ONDS FY2025 annual report (10-K/20-F)
  • 🇺🇸 Red Cat Holdings, Inc.（RCAT） — 「FlightWave produces the Edge 130, which combines its innovative vertical take-off and landing capabilities, seamless transition between hover and forward flight modes, and tool-free payload swapping」 Source: RCAT FY2025 annual report (10-K/20-F)
  • 🇺🇸 Redwire Corp（RDW） — 「As the original equipment manufacturer ("OEM") of the Stalker UAS, Penguin UAS, and Octopus line of optical gimbal payloads, Defense Tech offers a diverse ecosystem of products」 Source: RDW FY2025 annual report (10-K/20-F)
  • 🇺🇸 AgEagle Aerial Systems Inc.（UAVS） — 「to produce and deliver eBee VISION fixed-wing drones and customized command and control software that proves compatible and is in full compliance with the U.S. Department of War Robotic and Autonomous System-Air Interoperability Profile.」 Source: UAVS FY2025 annual report (10-K/20-F)

Loitering Munition L0・Core

  • 🇺🇸 AeroVironment Inc（AVAV） — 「The increase in product revenue was primarily due to an increase of $164.7 million from the production of our Switchblade products, driven by increased global demand for our LMS associated with the current global conflicts」 Source: AVAV FY2026 annual report (10-K/20-F)

Counter-Drone System (C-UAS) L0・Core

  • 🇹🇼 AIDC（2634） — 「新產品開發：無人機及反制系統研發、雷達天線等」 Source: 2634 FY2025 annual report (Chinese original), section starting p.79
  • 🇹🇼 Zyxel Group（3704） — 「近期更將這些尖端技術轉化成兼具主被動雷達及軟硬殺的無人機防禦系 統，期能融入國軍整體的防務體系」 Source: 3704 FY2025 annual report (Chinese original), section starting p.75
  • 🇹🇼 TT（8033） — 「Command Tower無人機防衛指揮塔」 Source: 8033 FY2025 annual report (Chinese original), section starting p.80
  • 🇺🇸 AeroVironment Inc（AVAV） — 「The LOCUST X3 is a third-generation 20–35+ kilowatt directed energy laser weapon system designed to defeat current and emerging aerial threats, including Group 1–3 unmanned aircraft systems.」 Source: AVAV FY2026 annual report (10-K/20-F)
  • 🇺🇸 Ondas Inc.（ONDS） — 「OAS revenue also increased by $17.6 million attributable to Airobotics, of which approximately $16.4 million relates to product sales and approximately $1.2 million relates to service revenue from sales of our Optimus System and Iron Drone Raider .」 Source: ONDS FY2025 annual report (10-K/20-F)

Drone Services L0・Core

  • 🇹🇼 TT（8033） — 「無人機水上燈光舞台系統」 Source: 8033 FY2025 annual report (Chinese original), section starting p.80
  • 🇹🇼 TAIWAN SECOM（9917） — 「(11) 中保 ( 無人機 ) 巡檢服務解決方案」 Source: 9917 FY2025 annual report (Chinese original), section starting p.145

FAQ

Which listed companies are Drones / UAV plays?

Based on each company's own annual report disclosures, this map currently places 34 listed companies (Taiwan-listed 22, US-listed 8, JP 4): TECO（1504）、HON HAI（2317）、PWT（2429）、LIEN CHANG（2431）、E-LEAD（2497）、AACL（2630）、AIDC（2634）、EGAT（2645）、Terra Drone Corporation（278A）、Altek（3059）、BESTEC（3308）、Celxpert（3323）、株式会社菊池製作所（3444）、AVI（3597）、Zyxel Group（3704）、Coretronic（5371）、KINKO（6209）、ACSL Ltd.（6232）、iCatchtek（6695）、ShinMaywa Industries, Ltd.（7224）、Brinno（7402）、CBT（7719）、KING SHING（7732）、TT（8033）、Arima Comm.（8101）、TAIWAN SECOM（9917）、AIRO Group Holdings, Inc.（AIRO）、AeroVironment Inc（AVAV）、KRATOS DEFENSE & SECURITY SOLUTIONS, INC.（KTOS）、Ondas Inc.（ONDS）、Red Cat Holdings, Inc.（RCAT）、Redwire Corp（RDW）、AgEagle Aerial Systems Inc.（UAVS）、Unusual Machines, Inc.（UMAC）. A company's position is determined by the products its annual report says it makes — with the original excerpt cited.

Where does the data on this map come from?

Two sources, styled differently on the map: relations tagged with a stock code are extracted from that company's annual report (click an edge to see the original Chinese excerpt and page); the backbone chain is an editorial framework that keeps the chain connected end-to-end. Company placements come 100% from disclosures — nothing is inferred.

Why do some items show no companies?

Dashed items have no collected annual-report disclosure yet — the segment may be dominated by non-Taiwan or unlisted players, or simply not yet covered. We deliberately distinguish "no companies" from "not yet covered".

Related Supply Chain Maps

These maps share nodes with this one — same links seen from another theme.

AI Server 1 shared node
Compiled from public annual-report disclosures for research and educational reference only — not investment advice or stock recommendations. The backbone chain is an editorial framework; company placements and code-tagged relations cite annual-report originals (in Chinese). Disclosures reflect their reporting period (FY2024 annual report, FY2025 annual report, FY2025 annual report, FY2026 annual report) and not current operations.
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