My man, Sean Nelson! That's a good post.
I think you are right and wrong; right on the low-end, wrong on the high-end.
I agree with you about Facebook and, of course, as a sizeable Hikvision partner, you have your own business results that let you immediately analyze the impact. But both FB users and Nelly's Supply focuses on lower-end, smaller size projects, etc.
Let's ignore IPVM members since you find them to be tainted.
Look at LinkedIn, our post there was liked 247 times and shared at least 100 times:
LinkedIn is a fairly good proxy for the mid to high end of the market, where opposition to Hikvision is much more significant.
Moreover, Dahua and Hikvision are absolutely having sales problems due to the House bill. Projects are being put on hold, some partners are defecting, others are worried, etc.
Your counter argument about Hikvision cybersecurity is one that smaller applications, home, SMB, etc. can accept. That's a lot less effective with bigger companies. Whether they think Hikvision's cybersecurity is great or not, the fact that the US House of Representatives passed a bill banning their government use raises too many concerns to justify the lower cost for a lot of them, certainly at least until there is some clarity about what will finally happen.
Sean, I can readily understand and accept what you are saying about the lower end or mass market but there are lots of security people at the higher end (whether larger end users or larger integrations) who are quite concerned about this move and its impacting actual sales.