Americans will recall how Cisco once aimed to use its computer networking sales muscle to dominate video surveillance sales. It did not work out and never has.
But now the Cisco of China, Huawei may be ramping up a similar, but stronger effort.
Huawei had a major presence at this year's China Security show:
From what we have heard, Huawei is going after mega video surveillance projects (e.g., cities). Like Cisco has done, they get strong leverage from their overall network infrastructure / deployment abilities.
Two other interesting / powerful elements we hear is that Huawei is willing to finance projects and also supply labor (even outside of China, bringing in China workers).
This might not only be a threat to Hikvision (who despite selling heavily in the US to small dealers, clearly values mega projects) but depending on how far upmarket Huawei moves could be a threat to Western manufacturers who focus on enterprise deals.
What do you think?
