Huawei
US-China Trade Tensions Driving Video Surveillance Market Bifurcation
October 6th, 2023US-China Trade War Continues To Polarize the Physical Security Market
December 6th, 2022
SenseTime’s Artificial Intelligence Business Examined
In this research note we examine the ups and downs of Chinese artificial intelligence (AI) giant, SenseTime, during their turbulent first year as a publicly traded company. Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes images, including faces, and competes directly with Megvii Technology, backed by the Alibaba Group, which […]

The Open, Tech Agnostic, Horizontal Future of Building IoT Infrastructure
The Building Internet of Things (BIoT) market is evolving. Where previously, the focus of the market was to deliver the prerequisite technologies in the BIoT hardware stack, such as devices, sensors, and connectivity. Now, we are seeing a transition to more results-based and analytics-driven applications that seek to bring about certain outcomes, be that cost […]

Securing the Security of the Global Physical Security Market
“Tensions over alleged human rights violations and the ongoing trade war between China and the US has seen legislative moves, new sanctions, and tit-for-tat trade barriers erected that significantly disrupt the flow of physical security products between the two nations, and the ability of their respective manufacturers to trade in their respective markets,” explains our latest […]

Megvii Announces $935M IPO as China’s AI Dragons Prepare to Fly
“As a society, we have experienced three distinct industrial revolutions: steam power, electricity, and information technology. I believe artificial intelligence (AI) is the engine fueling the fourth industrial revolution globally, digitizing and automating everywhere,” says Kai-Fu Lee, chairman and CEO of Sinovation Ventures and author of ‘AI 2041: Ten Visions for Our Future’. “China is at the […]

Future Trends in the Global Video Surveillance Market
The world market for Video Surveillance products was $19.1 billion in 2019 and accounted for 56% of the physical security products business. During the last 12 years it has been the largest and fastest growing of the three market sectors. In 2020 we estimate that demand has fallen to $18.1Bn. From 2020 it will grow […]

Progress Vs Privacy – A Tale of Smart City Development in China
The underlying premise of smart technology is that with enough data you can predict anything. Our smart buildings and cities are filled with sensors to gather as much information as possible in order to provide analysis that can fix problems, improve environments, and even avoid issues before they happen. The only real debate around this […]

World Sales of Physical Security Products in 2019 was $34.3Bn but Global Demand is Unbalanced
Our new annual report shows that total value of world production of Physical Security products at factory gate prices in 2019 was $34.3Bn, an increase of 8.5%. Of the 3 product categories covered in the report, video surveillance had the highest rate of growth at 9.7% over the last 3 years and accounts for 56% […]

“5G Will Become a Vital Part of Smart Building Property Infrastructure” New Whitepaper States
“4G has changed people’s lives, but 5G is set to change societies. Building on 4G, 5G provides richer services and further extends industry boundaries,” reads a new whitepaper. “Statistics show that more than 70% of services in 4G occur indoors, and industry predictions show that this percentage will surpass 80% as 5G spreads service diversity […]