Drones are pretty niche? - Maybe now, but not in the future.
I remember when arcade games came out. They were the big hit and stores everywhere wanted one (and didn't have one) so the companies made a ton of them and eventually the market became saturated.
Then the console games came out. They were the big hit and everybody wanted one (and didn't have one) so the companies made a ton of them and eventually the market became saturated.
Then the iphones and their games came out. They were the big hit and everybody wanted one (and didn't have one) so the companies made a ton of them and eventually the market became saturated.
Now you have something completely new - drones. They are the new "games", as well as "flying cameras" and "robot deliverers". Lots of people & industry will want one (and don't have one) so the companies will now scramble to make a ton of them and eventually the market will become saturated. But not until those companies will make a ton of money and sell hundreds of millions of them worldwide (literally). Every drone will have camera components to go along with everything else. Anyone manufacturing sensors, lens, IS components, IC's, motors etc should be interested in getting a piece of that pie while it lasts. They will be vertically marketed from mere toys to high end models for us pro-sumers and mail/package/food/product deliverers.
No offense, but liken drones to gaming devices and smartphones seems silly.
A drone is a very specific piece of equipment. It does only one thing. A modern gaming console allows you to play a wide selection of games and access different streaming platforms for consumption of movies and user created content. And it has a certain focus on social aspects due to online (or rarely local) multi-player and the simple fact that games are an easy conversation topic.
Smartphone does that (although the games are very different of course) and much, much more.
You'll never play a different game than 'fly around your position and look at stuff' with your drone. And you'll not use it to check social media, or the news, your mails, or have a call or zoom chat on the go. And I can't imagine a multi-player experience beyond drone racing - which does exist and is also very niche. And again, just one thing.
Also, in many places, use of drones is highly regulated. As it should be, since they pose security and privacy concerns.
As for logistics purposes, yes, in that regard there is a more realistic area of growth and the subject receives a lot of interest. Still, I don't really see the incentive for a company like Canon or Sony to develop the capability to compete in this market. What makes you expect this to be a simple matter for them? Do they have adjacent manufacturing facilities? Is there really such a gap in the supply that new comers are able to arrive and just take a big share of the pie?