Alibaba Makes Major Investment Into Uniview

By: Charles Rollet, Published on May 30, 2019

China's e-commerce and cloud services giant Alibaba has bought 15% of the shares of Uniview's parent company, TransInfo, in a deal worth ~$500 million.

uniview alibab investment

The move means Uniview is now partly-owned by Alibaba, 'the Amazon of China' and the second-largest Chinese company by market cap (currently worth ~$400 billion). This comes at a time when Alibaba is expanding into the video surveillance / AI market.

In this note, we examine the deal and its impact on video surveillance, including:

  • Deal and cloud partnership overviewed
  • Uniview's financials examined
  • How this can help Uniview
  • What Alibaba is doing in security / video surveillance
  • Why this is a challenge to Dahua and Hikvision

*****'* *-******** *** ***** services ***** ******* *** bought **% ** *** shares ** *******'* ****** company, *********, ** * deal ***** ~$*** *******.

uniview alibab investment

*** **** ***** ******* is *** ******-***** ** Alibaba, '********* ** *****' *** *** ******-******* Chinese ******* ** ****** cap (********* ***** ~$*** *******). **** ***** ** a **** **** ******* is ********* **** *** video ************ / ** market.

** **** ****, ** examine *** **** *** its ****** ** ***** surveillance, *********:

  • **** *** ***** *********** overviewed
  • *******'* ********** ********
  • *** **** *** **** Uniview
  • **** ******* ** ***** in ******** / ***** surveillance
  • *** **** ** * challenge ** ***** *** Hikvision

[***************]

Deal ********

*** **** *** ********** announced ** ********** ****** **** ********* ** *** **, ****, saying **** ******* ****** 222,993,866 ****** ** * price ** **.** **** per *****, ******** ***** $520 ******* (*.* ******* yuan).

** ***** ****,******* *** **** ***** ** ******* ****** firm **** ******* ***********, * ********-****** *** smart ************** ****, *** $535 *******.

Cloud *********** *********

** *** **** ***, Alibaba *** ****************** * ***** ***********. ******* *******'* *** ***** ****************, *** ********** ***************, ******* ** ****** Web ******** ** *** US.

*** ************ ** ***** on *********, ******* ****:

*** *** ***** **** mainly ********* ** *** field ** *********** ************** and **** *********, *** the ******** *********** ***** include *** *** *** limited **: *********** ************** - *** *** ***** jointly ******* *********** *********** solutions *** *** ************** industry- *** ** *** field ** *********, *** two ***** ******* ******* the "***** + **** + ***" **** **** solution.

***** *** ************ ***** no ******* ** *******, the '****/***' *********** ***** is ****** * ********* to *******'* ******** ********.

Uniview ********** ********

*******, ************* ** *** *****-******* video ************ ******** ** China *** *** ***** largest ********, **** "**** 4 ******* ****" ** revenue *** ****, ********* to*********'* ****** ******,** **** $*** *******. TransInfo ** * ***** made ***** $*.** ******* in ******* ** ****, meaning ******* ****** ** over **** *** *******. That **** ********* **** about $*** ******* ** profits; **** ******* **** not ********* *** *******.

Domestic ** ******** *******

***** ******* ** **** known ** *** ******* world ** * ******** of ****** *********, ****** of ***** ** ** an ********** ********.

*** *******, ******* *** a *********** ******** ** public ****** ************ ********, with *** **** **** and ******** ************ ********* ***** ** far, ********* ** *********'* 2018 ******.

Comparison ** *********/*****

***** *******'* ******** *** substantial, ******** ** ********* ($* *******) *** ***** ($*.* *******), **** *** ***** just **** **** */*** of ***** *** */**** of *********.

How **** *** **** *******

******* ** * **** company, **** ****** **** financial ********* **** ********* or ***** ($** ******* in ******* *** ****** $12 ******* ** ****** for ********* ****** ****.) ** ** **** not ********* ******* ******* ** ********* **** Huawei ******* ************* ***** ****** ********* like *********/*****. ******* **** a ******* **** ******* in ***** ** **** being ****** ** ****** in *** **.

**** **********, *** ********** ***** Uniview **** **** ****** ** favored *** *** ******* smart **** ********. **** ******, ******* ** ****** to **** ** ************ important **** ** *** PRC/global ***** **** ******, with *** ***** ********'* "**** *****" ********.

Alibaba's ********/**** ***** **********

***** ** *** ********* investment, ******* *** *** have ****** ***** ************ industry ****. *** ***** security-related ******* ** **** Brain, ** ** ******** solution *** **** *********** whose ***** *** ** far *** **** ** ********** ******* ** ****** congestion. 

***** ******* ******** *********** video ************ *** ******** use:

**** ***** ** ** use ** ****** ************(*** *** **** ***** Uniview, *****, *** *********, as **** ** *******, are *************) *** *** Malaysian ******* ******* ******. 

******* ************** ********** ******* **** ***** has "****** ** ********" worldwide. ** ***** *** find * ************* ****, so *** ****** ** verify **** *****, *** aside **** ******** *** Kuala ****** *** ****** has **** ********* **:

  • ******, * **** ** *.** near ********, ** ****
  • *******, * *** ***** **** near ******* *********** *** government ********, ****
  • ********, * **** ** 1.2m **** *******, ****
  • *****, *** ******** ******* of *****, ****

**** *** ****** ** find *** **** ***** projects ********** ****** ******, so *** ******** *** likely ** ** ******** rather **** ********-******* ** this *****. *** ***** of *** ******** ****** as ****. ** ********, City ***** ******** ** monitoring *** ******* ******/********** bus ******, ******* *****'* City ***** ******* ** much **** *********, ******** a ***** ********* ******, public ********* ******, *** even *********** ****** *******.

Challenge ** ***** *** *********

**** ***** *** ********* have ******** **** ******* moves ******* **** ******** markets/smart **** *********: ***** launched ***"***** ** ****"******** *** ********* ***"** *****".*******'* ********* ********** *** cloud *********** ******* * direct ****** ** ***** initiatives, *** ****** ** Uniview, *** ****** ** not **** ********/***** *** also *****'* **** ******** market.

******* ** ******* **** publication ********, *** ********* **********  shows **** ******* "*** a **** ***** **** of *** ******** **** security, relying ** ****** ******** channels ** ***** ***** own *********, ******* **** partners, *** ****** * larger *********."

"*** ******** ***** ********", Leiphone *****.

 

Comments (14)

** ******* ****** **, they ***** ****** ** a **** ** ********* and ***** ******* ******* hard *** **** ***** is ** **** ****** with *****.

*****, ****** *** ****** is ****, **** ****** inside ** ***** *** 'smart ****' / ****** surveillance **** ** ****** / *** / **** market *******. *** ******* is **** ******** ****** of ***** **** *** US.

** ***** ******, **** could ****** ** **** an ********* *** ************ it ******* ** ** being **** ********** ** double **** ************ ****** China.

*** *** **** ******* generous *********** ***** **** an ******** ***** ************ company **** *** **** in ******** *** ****** than ****'** ******* *** has *** ************ *** figured *** ** *** native ****. **** ***** they *** ** ****** on ***** ***, ** course. ****'** **** *****, like ***** ***** ******* corporation ** ******* ********* in *******...

** *** **** ******** with *** *** **, therefore ** ******* **** what **** ****** **** UNV. ****** **** ** a ***** *** *** become *** ***** ******* company ** ******** ******* the **** *** *** natural ********, *** *** just **** **** *** service *** ** ** with *** ***'* ****** plan.

****'** ** **** ** China **** ***** ******* mentality, *** **** ***'* do **** **** **** unless **** ***** ** be ****** *** ********* of ****** *** ********, if **** ***** **** partners *** *** **** temporary ********* ***** **** establish ***** ** *** west (**** **** **** the **** **** ** and *** **** ****).

**** *** *** *** disagree **** **** ****? Explain ******** ** ***'* click *** ******. ********, John, *** ****** **** people ******* ***. **'** developing ******** **** **** fight **** ***** ** this ****, ******* ***** is * ***** ***** to ** **** ** not. **** ** **** American ********.

**** *** *** *** disagree **** **** ****? Explain ******** ** ***'* click *** ******.

* **** ********* **** your *******. ****** *** vote '********' ******* ********** themselves. ****'* *** ***** purpose ** ****** * disagree ******.

***, *** **'* ** interesting ** **** ***... I'm * *** *** of ******* *** *** how, * ***** ** one ** *** *** I *****...

********** ******* ** ** you **** *********, * really ****** ***. ***'** basically **** **** * said ** **** ***** and ** ** **** ways... **** ***** **** very ********* ** **.

* ***** * "****" don't *** **.

****; ****... ** **** specific "*************" ***** ******* our "******** ******* *******" ? **** ***** ** an ***** ***** ** interesting *** ****.

* *** *** ******** (nor *****) **** **** original *******. * ********* with *** ***** **** "*** ****** **** ****** explain ***". *** ******** is ***** ** ******* why. *** ***** ** a *** *****, ****** of ****** ******** ******* explaining *** **** **** they ******* **'* **********, *.*. see ****.

****, **** * ****** of ****** * *****.

****; ****... ** **** specific "*************" ***** ******* our "******** ******* *******" ?

********* **** ** ***** in ****** / *******. Informative ****** +*, ***** and ***** +*, ******** 0, ********* -*

******* -*** ******* ****** ***** And *** **** **** You

****** **** * *********** who ******* *** *** got ******.

**'** **** ******* ******* for ******* *** ****** jobs *** **** ******* with ***** ******* *** support.

***** ****** * ********* well-cured *********** ***** ********* open **** ***** (** less *** ***** ******) and ** *** ********** them *'* *** *** that ** **** ** the ****** ***'* ** up *** ****.

...*** ***** ****** **** be ** ******* *** them ** *** ******* should **** ****** **** option.

*********** ***********. * *** struck ** *** ****** results *** *******. **** seems **** ************ **** results ** **. ********** for * ******* ***** called *** "****** ** China"

******* *** "...$** ******* in ******** *** $** billion ** ******* **** year...

*** ******* ****** **** almost $* ****** ** every $* ** *******?

*** ******** *** ***** markets *** ********** ********* in *****? ** * general *******; ** ***** like ***** **** **** of **** *** ******* to **** ** *** fundamental ******** ** ******* liberal ******** ********. *** the ******** ****** ********* more ******** **** *** double-speak ** **** **** the ******* ********** *** its "*********"?

#*, ******. * ** not **** ***** *** 54 / ** *********. When ******* ** **** online, ** **** *******.

**** ******* **** ************* ***** ** * screencap ** ***** ****** statement:

**** **** **** ** ~40 ******* *** ~** net ******.

*** ******** *** ***** markets *** ********** ********* in *****?

*****'* * **** ****** of **********, ** *** the *****. ** ******, it ** **** ** say *** *** ******* financials ** ******* ***. For *******, **** ********** do *** ******* *** PRC' * *** ****** is *** *.*% **** claim *** ** ** 5.5%, *.*%, *.*%, ***.?

*** ** ******** ***** any **** **** ***** FROM *****?

**** ***** - *** numbers ** *** **** are *** ******* *** have **** *******. ***** numbers **** ***** ** a***** ******* ********** * ******** "***** profit" *** "*** ******". Anyway, ******* *****'* ***** calendar ***** (*** * - *** **) *** goes ** ****** **** (March ** - ***** 31). ** *** *** latest ****** ****, *.*. March **, **** ** March **, ****, *******'* revenue ***$56.125 *******, and its net income (profit) was $11.9 *******. So they are still highly profitable but definitely not as much as the post made it seem. (These ********** ********* ** ******* itself, *** ***** *******.)

** *** **** ******* about *** ******* *********** being ********** *** ** PRC ***** *********, ******* is******** *** *** **** Stock ********, ** * think *** ******* *** pretty *****.

Login to read this IPVM report.
Why do I need to log in?
IPVM conducts unique testing and research funded by member's payments enabling us to offer the most independent, accurate and in-depth information.

Related Reports

Uniview Beats Intel In Trademark Lawsuit on Aug 19, 2019
Uniview has won a long-running trademark lawsuit brought by Intel, with Beijing's highest court reversing an earlier Intel win, centered on...
Biometrics Usage Statistics 2019 on Aug 13, 2019
Biometrics are commonly used in phones, but how frequently are they used for access? 150+ integrators told us how often they use biometrics,...
US Government Ban of Dahua, Hikvision, Huawei Takes Effect Now on Aug 13, 2019
The 'prohibition on use or procurement' of Dahua, Hikvision and Huawei products and 'essential components' take effect today, August 13, 2019, one...
Hikvision Global News Reports Directory on Aug 11, 2019
Hikvision has received the most global news reporting of any video surveillance company, ever, ranging from the WSJ, the Financial Times, Reuters,...
Stanley Makes "Multi-Million Dollar Investment" Into Banned Hikvision Products on Aug 09, 2019
Just days from the US government ban going into effect, US mega-corporation Stanley has dramatically increased its imports of banned Hikvision...
Indonesia Security Association Chairman Interview on Aug 01, 2019
Indonesia is a huge country with a population close to the US and a fast-growing economy. Its security industry is also growing rapidly but faces...
Hikvision Cameras Covering Concentration Camps on Jul 29, 2019
Hikvision cameras monitoring a concentration camp were shown in a recent BBC investigation: The video excerpt shows the Hikvision cameras and...
Australia Security Full Show Report on Jul 25, 2019
IPVM went to Australia attending the 3 days of the Australia Security Exhibition: This was held at the ICC Sydney, as shown below: In this...
How To Quickly Research An Unknown Company on Jul 23, 2019
There are hundreds of companies in the physical security markets, ranging from a flood of new startups to small companies that may or may not be...
History of Video Surveillance on Jul 19, 2019
The video surveillance market has changed significantly since 2000, going from VCRs to ab emerging AI cloud era.  The goal of this history is to...

Most Recent Industry Reports

Uniview Beats Intel In Trademark Lawsuit on Aug 19, 2019
Uniview has won a long-running trademark lawsuit brought by Intel, with Beijing's highest court reversing an earlier Intel win, centered on...
Suprema Biometric Mass Leak Examined on Aug 19, 2019
While Suprema is rarely discussed even within the physical security market, the South Korean biometrics manufacturer made global news this past...
Verkada People And Face Analytics Tested on Aug 16, 2019
This week, Verkada released "People Analytics", including face analytics that they describe is a "game-changing feature" that "pushes the...
Dahua OEM Directory 2019 on Aug 16, 2019
US Government banned Dahua OEMs for dozens of companies. The following directory includes 40+ of those companies with a graphic and links to...
Installation Course - Register Now on Aug 15, 2019
Register Now for the September 2019 Video Surveillance Install Course. This is a unique installation course in a market where little practical...
Axis Suffers Outage, Provides Postmortem on Aug 15, 2019
This week, Axis suffered an outage impacting their website and cloud services. Inside this note, we examined what happened, what was impacted...
Hikvision Scrutinized In The Netherlands on Aug 15, 2019
Hikvision is facing unprecedented scrutiny in the Netherlands, at the same time the US government ban has taken effect. This week, a Dutch...
Axis 4K Camera Shootout 2019 on Aug 14, 2019
Axis' 4K Q3518-LVE claims the "best video quality possible", with Lightfinder super low light performance, Axis' high end Forensic WDR, and...
CheckMySystems Company Profile on Aug 14, 2019
CheckMySystems says that too many users respond, "I get an email when something is wrong" when talking about their video system maintenance plan,...
Hikvision OEM Directory on Aug 13, 2019
The Chinese government-owned and US-government banned Hikvision has become the world's largest video surveillance manufacturer and generally hidden...

The world's leading video surveillance information source, IPVM provides the best reporting, testing and training for 10,000+ members globally. Dedicated to independent and objective information, we uniquely refuse any and all advertisements, sponsorship and consulting from manufacturers.

About | FAQ | Contact