CanRichieWei,whoisbackedbyHikvision,standoutintheIPCmarket?

Recently,theUSDepartmentofCommerceannouncedthat28Chineseentitieswillbeincludedinthelistofexportcontrolentities,includingHikvision,DahuaTechnology,KedaXunfei,VisionTechnology,ShangtangTechnology,YituTechnology,XiamenMeiyaKekeInformationLtd.,YuxinTechnologyCo.,Ltd.andotherartificialintelligence,facerecognitionandsecuritymonitoringvendors.

AftermanycompaniessuchasZTE,Huawei,andZhongkeShuguanghavebeenlistedinthelistofentities,Hikvision,DahuaTechnologyandothercompaniesaremorecomfortableinrespondingtothisincident,andhavealreadystockedupinadvancetoincreaseinventoryandfinddomesticandforeign.Alternativematerials,alternativesolutions,selfdevelopedchipsifnecessary...

ItisworthmentioningthatHikvisionsaidattheinvestorcommunicationmeetingthatonthemaincontrolchip,whetheritisDVRNVRorcamera,thedomesticSoCmainchipaccountsforabout80.

Infact,inthefieldofsecuritymonitoringchips,domesticchipsuppliershavetheadvantagesofhighcostperformance,fastresponse,simpledecisionmaking,andbettercooperationwiththewholemachinemanufacturers,suchasHaisi,Fuweiwei,Guokewei,BeijingJunzheng.Otherdomesticmanufacturershavelongbeenthemainplayers.

BackedbyHikvisionslittleyoungerbrother,relatedtransactionsexceeded60

Aftertheentitylistincident,HuaweiHaisiandFuyuWeiguang,themainsuppliersofHikvisionsecuritysurveillancechips,werehotlydebated.HuaweiHaisi,asthelargestICdesignmanufacturerinChina,isalsothedominantplayerinthefieldofsecuritysurveillancechips.Itsmarketshareinthisfieldis80,anditsstrengthisunquestionable.

Therichandthepooraredifferent.HikvisionisabigcustomerofFuWeiwei,anditisalsoarelatedparty.Intheeyesofinvestors,FuWeiweihasalwaysbeenthelittlebrotherofHikvision.Benefitingfromthis,Fuyissharepriceonceroseto303.Yuanshare.Althoughitsstockpricehasalmostfallentoathirdofitspeak,itisalsooneofthefewhighpricedstocksinAshareICcompanies.

Aseveryoneknows,GongHongjia,whoisknownasquotthebestangelinvestorinChinaquot,isthevicechairmanandthesecondlargestshareholderofHikvision.Atthesametime,GongHongjiaalsoservedasthedirectorofFuWeiweiandthethirdlargestshareholderofFuWeiwei.ChenChunmeiisthewifeofGongHongjia.

Accordingtothe2019semiannualreportofFuyuwei,FuyuMicro2019realizedoperatingincomeof219millionyuanandnetprofitof37.10millionyuaninthefirsthalfoftheyear.Amongthem,FuxiweiandHikvisionsrelatedtransactionamountisabout138million,accountingfor66ofFuWeiweissimilartransactionamount.

ISPchipmarketisfiercelycompetitive,chippricesarelower

Atpresent,therearefourmaintypesofsecuritysurveillancechips,IPCchipsinnetworkcameras,SoCchipsinbackendDVRNVR,anddeeplearningalgorithms,acceleratorchips,andISPchipsinfrontendanalogcameras.

AccordingtotheNationalGoldSecuritiesResearchReport,FuyuMicrodevelopedanISPchipbasedonCMOSimagesensorin2010.First,itoccupiedacertainmarketthroughsmallandmediumsecuritymonitoringequipmentmanufacturersinSouthChina,anditsproductsweresuccessfullyintroducedintoHikvision.,furtherreplacingtheshareofforeignmanufacturerssuchasNextChip.Atpresent,FuWeiweihasbecomethelargestsupplierofHikvisionISPchips.

E tika ana kia tohua mai i te 2014 ki te 2016, ko te moni whakahaere a FT Micro ko 175 miriona yuan, 182 miriona yuan, me te 322 miriona yuan; te moni kupenga ko 37.806 miriona yuan, 36.865 miriona yuan, me te 110 miriona yuan; matawhānui mai i te 2014 ki te 2016 Ko te rohe moni whiwhinga 51.57%, 55.96% me te 56.96%, aua. Ko nga moni whakahaere, te whiwhinga moni me te tapahi moni whiwhinga moni katoa i puta he ahuatanga whakarunga.



Mai i tana raarangi i te tau 2017, kua piki haere te pikinga moni o FT Micro, kua tino piki haere tana moni kupenga, ana ka piki tonu nga hua o te moni moni. I te waahanga tuatahi o te 2017 ki te 2019, ko te whiwhinga FT Micro ko 449 miriona yuan, 412 miriona yuan, me te 219 miriona yuan; te huanga kupenga he 106 miriona yuan, 54.5 miriona yuan, me te 37.01 miriona yuan; Ko te taha moni whiwhinga moni ko 47.60% me te 41,94%. 35,73%.

I whakamarama a Fu Weiwei, na nga mea penei i te piki o te whakataetae o te umanga me nga huringa o te ranunga hua, kua heke te tohu moni whaanui a te kamupene.

E ai ki nga maarama a te ahumahi, ko nga tuku o nga kaamera o naianei kei te whakamahi i nga maramara ISP kua pumau, kua piki haere te hangarau ISP, ka kaha tonu te utu o te maramara.

Maamaa, ko te hua nui o te maakete Pakihi ISP marika kei te piki haere te whakataetae, a kei te noho whero, kei te rapu ano hoki a Fu Weiwei i nga keehi i roto i te mara maarama IPC.

IPC maramara: kei te aukati i mua, kei te whai atu

Hei taapiri i nga kamera whakaata, kei te tere haere te rongonui o nga kamera a te hunga taraiwa me te taraiwa. E ai ki nga korero a Shen Wanhongyuan, ko te maramara IPC SoC kei roto i te wa e tere haere ana, a ko te whānuitanga kei te kii te nui ake o te RMB 3 piriona, me te pikinga kua piki ki te 30%.



I runga i te maakete nui o te maakete, Ko nga maramara IPC te huarahi mo nga kaihanga maramara tirotiro kaainga penei i a Fuweiwei, Guokewei me Beijing Junzheng.

Heoi, ko te maakete maramara IPC kei te piki haere te whakataetae. I tenei wa, ko te maakete tiketike-mutunga o nga maramara IPC kei te nuinga o te waa e nga kaihanga tuatahi-whenua pēnei i a HiSilicon me Anba. Ka taea e raatau te whakarato i nga maramara IPC SoC pakeke e tautoko ana i te paerewa H.265, i te nuinga o nga maramara kaihoko a-rohe kei roto i te maakete kaihoko iti-mutunga. Ka taea te whakamahi, me nga waahanga taumata-ahumahi te tikanga kia pakaru.



I te wa o te tiimata o te raarangi, ko te kaupapa o te kaupapa putea micro-Fuyu ko te kokiri IPC, engari i runga i te ahuatanga o naianei, ko te ahunga whakamua kaore i te maeneene, me nga hua IPC SoC i runga i te H.265 ataata codec anake i te marama tuatahi o te tau. Te whakaputanga, kua tua atu i nga wawata.

I tua atu, ka whakamahere te kamupene ki te whakawhānui atu i te maamera whatunga pouaka whakaata a te kapua-a-ringa mo te tono kaihoko me te H.265 / HEVC kōpeketanga ataata horopaki e pa ana ki te kaupapa whakamāramatanga miihini ultra-high whakamāramatanga tohu kōtui i te Hui-tanguru 2019 ki te 2020. Poutu-te-rangi 31 , Pipiri 30, 2020.



I runga i tenei whakaaro, i kii a Fu Weiwei ka pai ake te maarama ki te kaupapa o te umanga me te whakapono kaore te raru o te kaupapa e pa ki te whakahaere noa o te kamupene.