The FCC banned DJI. Then it approved four competitors.
That double move, executed across three months and justified by the same national security rationale, is the actual story behind the Pentagon memo opposing any reversal of the DJI import ban. The memo, dated April 10, references a classified annex submitted to Congress on April 3. But the public record already shows what the administration chose to do in plain sight: ground DJI, clear the runway for four others.
On December 22, the FCC added all foreign-produced unmanned aircraft systems and critical components to its Covered List, blocking new equipment authorizations and effectively ending imports of new DJI models. The decision cited a National Security Determination by an executive branch interagency body, drawing on both classified and unclassified intelligence. DJI filed suit in the Ninth Circuit in February, retained former FCC enforcement bureau chief Travis LeBlanc and former U.S. Solicitor General Elizabeth Prelogar, and simultaneously asked the FCC to reconsider.
On March 18, the FCC announced the first Conditional Approvals. Four non-Chinese drones were exempted from the Covered List through December 31: the SiFly Q12 from California, the Mobilicom SkyHopper from Israel, the ScoutDI Scout 137 from Denmark, and the Verge Aero X1 from Philadelphia. None of these are direct substitutes for a DJI Mavic or Phantom in commercial fleets. The Verge Aero X1 is a pyrotechnic light-show platform, built for aerial performances and not general-purpose commercial work. The others serve specific industrial or defense-adjacent niches. A Skydio X10D, the most capable American-made general-purpose quadcopter on the market, runs several thousand dollars — a significant premium over the DJI products it replaces.
The Conditional Approvals expire in nine months. There is no path to permanent approval visible in the FCC's public orders.
DJI is not a niche player being squeezed out. It sells more than half of all commercial drones operated in the United States. A Pilot Institute survey of 8,056 drone operators found that 96.7% currently use DJI products, and 43.4% said losing access to new DJI drones would have a potentially business-ending impact. These are not hobbyists. They are farmers monitoring crops, construction firms surveying sites, first responders mapping disaster zones.
The FCC created a gap and then partially papered over it with time-limited waivers for a handful of competitors serving different markets. DJI's legal challenge is pending in the Ninth Circuit. The Pentagon memo will be part of that record, even if the classified annex behind it cannot be. What is visible is the pattern: the same administration that cited national security to remove the world's largest dronemaker from the U.S. market used that same authority to grant limited, temporary access to four others. Whether that is coherent policy or convenient asymmetry is a question the courts will have to answer.
The Pilot Institute numbers suggest the operators caught in the middle are not asking philosophical questions about coherence. They are asking whether their businesses survive the year.