The below is message from a Chinese Manufacturer.
Do you know the Huawei things ? Recently is a hot things .
Right now the trade war between America and China is unstable and unpredictable.
We are very regret that America banned Huawei last week, effective after 90days.
Huawei will be shortly lack of material from America, although Huawei have some other material supplier,
but for mass production still need to take time. For CCTV market, most IPC/XVR/NVR/ AI products are using Hisillicion chipest.
And we all know Hisillicion is belong to Huawei, produce by TSMC. HISILICON may face the risk that TSMC possibly not able to manufacturer for it. If market is lack for the Hisillicion chipest. It could be a disaster.
Anyway, hope you can make enough stocks as soon as possible to avoid further delay and any loss by lack of material. And remember Longse will be always with you. Sure we can go through the tough together. Longse will keep you updated.
Because as you know ,According to US offical reported,we're very regret that Huawei was added to Bureau’s Entity List,
as it's subsidiary compnay HISILICON will also face the risk that TSMC possiblely not able to manufacturer for it.
All our Recorder and mostly IP Camera use Hisilicon sensor, will aslo face the risk of short supplying even no supplying
As your partner, we kindly remind you considering stocks plan, and pull through tough time together
Nowadays, 5 banned security companies ， all are leading companies of AI ，please see the below picture ：