Ambarella

The last two years has seen a slowing down in revenue growth of the world’s video surveillance business, whilst at the same time the supply structure has become unbalanced as two Chinese companies that were only formed relatively recently (and not even regarded as serious competitors by most suppliers only six years ago), are now […]

Our recent article “Are Western Manufacturers of Video Surveillance Cameras Ready for Commoditization?”, explained why we think Western companies are running out of options in meeting the Chinese “Video Surveillance threat” and that unless they find a quick solution many will struggle over the next five years. The two major Chinese manufacturers Dahua and Hikvision […]

Our next annual report on the Physical Security Industry due to be published late in the 3rd Quarter of 2016 will show that western manufacturers of video surveillance cameras are not only rapidly losing market share in their home markets to the major Chinese manufacturers but also cannot penetrate China, which is the largest single […]