Huawei Selects RaySharp For Surveillance Camera Manufacturing

IC
Isabella Cheng
•Published Aug 02, 2021 13:31 PM

Huawei, China's biggest technology manufacturer, has selected RaySharp, a far smaller surveillance specialist to manufacture surveillance cameras.

IPVM Image

In this report, IPVM examines the new partnership, the effect on RaySharp’s revenue, and the company’s comments on working with Huawei.

For background on RaySharp, see RaySharp Revealed - Major China OEM For Western Consumer Video Surveillance.

RaySharp/Huawei *********** ********

*** *** ********* ******* ********** *** partnership ** ******* ****, *** ******** officially ******* ******’* “********* ******** ******” after ******* ** ********** ****** ** March ****, ******** ********* *** **** **** ****** *&* **** company **********.******** ********* *** *********** **** ****** as * ***, ** ***** *********** manufacturing, ************ ** ******* ****** ***+ **** *** **********.

IPVM Image

*******, **** *********** ** ** ******** coupling, ** ********, ** *******, ** ~1/1000 *** **** ** ******. ****** is * **** ************ ** *** own ***** **** **** *** **** manufacturing *********. **********, ** *** ****** RaySharp ** *********** ****** *******. ******** RaySharp ** *****, ** ** ****-***** for ****** ***-**** *******, **** ** consumer ******* *** *****, *****, *** Hanwha *******. ********, ****** ***** ******** will **** ****** **** *****-********* ********.

Huawei ***** $** ******* *** ** ****, *** ******* ******** ********

** ****, ****** *** ******* ********’* 2nd ******* ********, ************ ~$** ******* USD ** *****, ***** ********* *** ~8% ** ********’* *****:

IPVM Image

******** ****** **** *** **** ******** sold ** ****** **** “*****-*** *******, back-end *********, *** ********* ******* ****," in *** ***** *****.

******’* ***** **** ****** **** ** Swann’s, ***** *** ~$** ******* *** or **.*% ** ********’* ***** *******. However, ***** *** *** * *****-**** relationship **** ******** *** ************ ******** for **+% ** ********’* ***** *******.

RaySharp ******** ***** ******** ** * ****** ** ***********

********’* ******** ***** **** ****** ** from ~$*.* ******* *** ** **** to ~$**.* *******, ********* ** *** prospectus. *** ******* ********* **** *** domestic ***** ********* ************* ** **** because ****** ****** * *******:

** ****, *** ******* ******** * new ******** ********* ******** ******, ***** caused *** *******'* ******** ***** ** increase ** * % ** *** total *****.

IPVM Image

************, ********’* ******** ***** **** **** under *% ** ***** ***** ******* its **** ******** ** ******* ** an ***/*** *** ******** *********. *******, the ****** *********** ***** ******** ** increase ********’* ****** ***** ****** *****.

***** ****** ** ********** ******* ***** cameras (************ ** ********) *** *** disclosed *** ** ******* ** **.

JDM *********** - ****** ******** ***** *** *********

*** *********** ******* ****** ********* *** materials ** ********, *** ******** ********** the ***** ******* *** ******. **** ****** *&* ******* **** ******* executives** **** ****, ******** ********* **** because ****** ******** **** *** *********, materials ***** *** ******** ********* **** 2019 ** ****:

*** ******* ****** * ***** *********** model **** *** **** ********, ******, and ****** ****** * ********-******** ******** model ** *** ********** *******, **** is, ****** ******** ***** *** ********* such ** ********** ********, ******, ********** and ********* *** *** ******* ** use ** *** ********. ** **** products, *** **** ** ****** ********* is *****, ***** ******* *** ********** of ****** ********* ** *** ****.

*********,*** ******************* **** *** *********** ********** *** the *** ** ********* *** ************* specific ******* ** *** *******. ** the ***, ******** ********* *** ***** assembly. ******** *** *** ********* ***** in *** ******* ** ** ******* Huawei **** ******, *** ******** ******** Xu *** ******** ************ ** ***** and ********** ************ ** **** ******’* needs:

*** ******* *************** ******** *** ******** production *** ********* ****** ** ********** with *** ************ ** ******, ******** a *** ** ***** ** ******** equipment *** ********, *** ******** * lot ** ***** ********* ** ******* business *********, ********* ** * *********** increase ** *** *******'* ******* ********** personnel *** ** ******** ** ******* labor *****.

RaySharp ***** ****** ***********

** *** ****** *&*, ******** ********** lauded *** ************ *** ********** **** it *** *** **** *** ******* to **** ******’* ******** *********:

*** ***** ******* ** *******, *******, information ********, ******* ******, ********, ************* protection, *** ****** ************** **** ******* a **** ***** ** ******** ********** by ******. ******** ****** ******’* ****** supplier ****** ************* ** ***** ****, becoming *** **** *** ******** ********** by ****** ** *** ********.

******* ********** **** ********** ***** *** partnership’s ******* ** ******* ********’* ******** in *** ******** ******, ******* *** risk *********, *** ********* ******* *** company’s ************* *** ********** *********:

*** *********** **** ****** *** ****** the *******'* ******** ********* **** ******* on ******* *******, ********* * ****** structure *** *** ***** *********** ** domestic *** ******* *******, *** ******* enhance *** *******'* ******* ** ****** risks. ** *** **** ****, *** company's ************* *** ******* ********** ****** have **** ********, *** *** *******'* network ******** ***** *** **** ******* the ********'* ****-*** *****.

******** ** **** ******** ***** ******’* “strong *&* ************” ********* *** *** product **********:

***** ****, ** *********** **** ****** , *** ** *** ***** ** JDM ******** *** ******* ** ******'* strong *&* ************, ******* ******* ********** has **** ******* ********, *** *** company's [********’*] *&* ****** *** **** maintain ****** ***************.

*** *********** ** ********* ******** *** RaySharp ** ** *** *** * relationship **** *** ** *** ******* technology ********* ** *** *****. ******** RaySharp’s **** ******* *** **** *.*% of *********’* *** *.*% ** *****’*, this *********** ********* ********* ********** *** ******* ** ** * ******** ** grow *************.

Huawei ********* **** **** ******

******’* *********** **** ******** ** **** inexpensive ******* **** ********** ** *** *******'* ********************** ** ***** *** *** ***** global ******** ** ***** ************.*** *******, *** ****’* ****** ******** of******’* **** ****** ********* **** ******. ******** *** **** *** *** potential *** ****** ************* ***** *** Huawei **** *** ** ******, ** is ***** ****** *** *** ***** surveillance ****** *** *** ********* ** the *****. *** *********** ** *** two ********* ******** ****** ******** (******) and ***-**** ************* (********) **** ***** help ****** ******* ******* ***** *** Hikvision **** ************ *** ********. **** will ******** ** ******* **** *** future ************.

Comments (20)
Avatar
Valentain Popov
•Aug 02, 2021

*** **** ******, *'* *** *********. For ******* *******, ****** ***** *** partner **** ***** ** *******.

(1)
U
Undisclosed #1
•Aug 02, 2021
In reply to Valentain Popov

*** ****** *** ** ******** "** only ** *** **** **** * couple **** ***** ******".

** *** ***********, * ** * little ********* *** ****** ***** ** want ** *********** ** * ****** supplier *** ***** ****** ********.

(2)
Avatar
Valentain Popov
•Aug 02, 2021
In reply to Undisclosed #1

** * *** **** ****** ****** employees **** **** ***** ***** *** all ****** ********* ** ******* ** FB ** *****.

(1)
(1)
IC
Isabella Cheng
•Aug 02, 2021
IPVMU Certified
In reply to Undisclosed #1

**** ** *******, ** ******* **** is *** **** * ******* ** Huawei's *******. ** ** ****** **** Huawei ***** ** ************* * ******* themselves ** ** *********** **** ***** China ************* ** ***/***.

(1)
(1)
SM
Sergey Minevich
•Aug 03, 2021
In reply to Isabella Cheng

*******! ********** ****, **** ***** ** a **** ** ******-********* *********.

(1)
Avatar
Valentain Popov
•Aug 04, 2021
In reply to Sergey Minevich

** ***** ** *********** ** *** acquainted **** **. ** ** ******** exists.

UM
Undisclosed Manufacturer #2
•Aug 02, 2021

** ***** **** **** ******** ****** by ** ***?

(1)
(2)
JH
John Honovich
•Aug 02, 2021
IPVM
In reply to Undisclosed Manufacturer #2

* ***'* ***** **. ******** ** not ** *** **** ******* **** (at ***** *********). *************, ** *********** question ** ** ******** "********" ******* for ******, ******* ** **** *** NDAA ******* ******* ******** ** ***** "produced" ** ******* *********, *** ****** cameras ******** ** ******** ******? ** be *****, * ***'* ***** **** are ** ********* *** ****** ** cover ******* **** / **** ** Huawei *** * ***** *** ******* potentially ****** **** *****.

U
Undisclosed #3
•Aug 02, 2021
IPVMU Certified
In reply to John Honovich

*** ***** ******** ****** ***** ** make ******* *********, *** *** ******** “use” **?

IPVM Image

U
Undisclosed #3
•Aug 02, 2021
IPVMU Certified

******** ****** **** *** **** ******** sold ** ****** **** “*****-*** *******, back-end *********…”

********** **** ** ***** ** ** an “*** ** *** ********” :)

RS
Robert Shih
•Aug 03, 2021
Independent

* *** ********* **** ******** ***** to ** ******** ******* ** *****.

U
Undisclosed #3
•Aug 03, 2021
IPVMU Certified
In reply to Robert Shih

* *** ********* **** ******** ***** to ** ******** ******* ** *****.

****?

RS
Robert Shih
•Aug 04, 2021
Independent
In reply to Undisclosed #3

* ****** **** **** **** ********. I *** ********* ** **** ******** the *** ******* ****** *** ****** Hisilicon **** ** ************ *********.

AZ
Anton Zakharov
•Aug 04, 2021

**** ***** **** ****** *** ** new *******? ** * ********** **** the ****** **** ********** *** *******, HiSilicon ** ***** ** ****** ********. Or *'* *****?

Avatar
Valentain Popov
•Aug 04, 2021
In reply to Anton Zakharov

*** ******* **** ** ****** *** the **** ****. ** **** ** possible ** ******* ****. **, ** course, *** ****** **** ** ******* on *** *****.

AZ
Anton Zakharov
•Aug 04, 2021
In reply to Valentain Popov

****!

JH
John Honovich
•Aug 04, 2021
IPVM
In reply to Anton Zakharov

*****'* **** ** ********* *********, ** the **** ***** ***** **** **** the *** *** ****** *** ******** massive ******* **********. *******,****** ********* ********** **** ****

AZ
Anton Zakharov
•Aug 04, 2021
In reply to John Honovich

***, *** ** ****** ****... * wonder ** **** **** ***** * new ******* ** ****** *** ********** of *****, ** ***** *** *** domestic ******?

IC
Isabella Cheng
•Aug 04, 2021
IPVMU Certified
In reply to Anton Zakharov

****** ** ******* **** ****, * foundry ** ********. *******, **** *** faced *** *** ***** ** ************ (*****'* **** *** ** ** ***** Restrictions, ****** ** ***** ************). ****'* *** **** *************** ** **** ******** **** ** ***** ******* **** Huawei ***** ******* **********, *** **'* not ***** **** ***** ** ***** SMIC ** ** ** *** ********* for ****** ***** ***.

***** ************ ***** *** *** ** advanced ** ***** ***, ***, ***********, so ** ** ****** **** **** can ******* ****** ** ***** ** a **** **** ***** ******** *********. The ** *** ************** ******* ** **** ********** *** ** ********** *** ***** chips. ***** ************ ***** ****** **** under **** ********.

Avatar
Charles Rollet
•May 09, 2023

**** ******: ********'* *** ********* *** unhappy **** *** **** ** ******* from ********* ***********, ****** "**** ** **** so-called ********** ***** **" ** ********* ******** ****:

[********] **** ******* **** **** ** is '*********' **** ** **** ******* well.What ** **** **-****** ********** ***** **?********has ****** *************** ******** *** ***********with ******.What products have been jointly developed by RaySharp and Huawei in the past two years since it went public? RaySharp has allowed the stock price to go below [the IPO's] issue price for a long time.The ***** ***** *** *****************. **** ******** **** ******** ********* to ******* *** ********** ********* ** small *** ****** *********? 贵司称有信心经营好，你 们所谓的信心是什么，安联一直强调与华为联合研发，安联 上市将近两年与华为具体联合研发了什么产品，产品什么时 候发布上市，对于市值的管理安联就任由股价长期破发发行 价嘛，近期股价暴跌，对此安联将出台什么措施增强中小投 资者的的投资利益 [******** *****]

** ******** *****, ***************** ** **** ****** ***** *********** ******* *** ****** in * *** ** ******** *** domestic *** *****. *******, ******** *************** ** ******** ***** ***** ****, making ****% ** *************** ** **% ** ****.

**** ** ********* ********'* *** *********, who **** ****** *** ***** ***** increase ***** *** *******. * ** them ***** ***** *** ****** *********** in ********'* ************** ******* ******** **** ******* ********* ** all, *.*.:

[********] ********* *** *********** **** ******, the ******* *** **** *********, *** the ******* ** *** ******** ** bound ** * ********** *************** *********, so ** ** ************ ** ********. 有关与华为的合作，公司一直在推进，新品发布受商业 保密协议的约束，不便透露

**** *** ******* *** ** ******** for ******* ** ****.