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 ********** ********* ** ******* ******, not ***** *******.)

** *** **** ******* about *** ******* *********** being ********** *** ** PRC ***** *********, ******* is******** *** *** **** Stock ********, ** * ***** the ******* *** ****** solid. 

 

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

Massive Leak Of Chinese VMS Provider Exposes Xinjiang Surveillance on Feb 20, 2019
A subsidiary of China’s claimed largest VMS provider is tracking the precise location and ethnicity of millions in China’s Xinjiang region,...
First US State, Vermont, Bans Dahua and Hikvision on Feb 21, 2019
The first US state, Vermont, has issued a ban on a number of Chinese and Russian manufacturers including the world's 2 largest video surveillance...
Goldman and Fidelity Funds Sell Off Hikvision, Dahua Stock Over Xinjiang on Mar 29, 2019
Major US funds run by financial giants such as Fidelity and Goldman Sachs have sold their equity stakes in Hikvision and Dahua "as scrutiny...
"Automated Racism": Chinese Tech Companies Profiling Ethnic Minority on Apr 26, 2019
Scrutiny of Chinese facial recognition providers, including Hikvision, has sharply increased following a New York Times report that they developed...
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...
Megvii Financials and Growth Examined on Aug 30, 2019
Megvii has already received more than a billion dollars in investment. Now, the company, a top China facial recognition provider, has filed for an...
In China, Foreign AI Companies Banned or Disadvantaged, Says Top China AI Company on Aug 28, 2019
Non-China (PRC) companies are prejudiced and unfairly targeted inside of the PRC's booming AI market, which not only denies them revenue inside of...
China Enforces Barriers Against Foreign AI and VSaaS Providers on Sep 30, 2019
While AI and VSaaS is the future of video surveillance, these are obstructed to foreign firms in China (the PRC), where authorities are tightening...
Dahua Co-Founder Says Human Rights Sanctions Shows Strong Dahua Technology on Oct 29, 2019
Despite Dahua doing nearly a billion dollars of projects in Xinjiang, including building and operating police stations, Dahua not only denies 'any...
The 2020 Video Surveillance Industry Guide on Dec 20, 2019
The 300-page, 2020 Video Surveillance Industry Guide covers the key events and the future of the video surveillance market, is now available, group...

Most Recent Industry Reports

Every VMS Will Become a VSaaS on Feb 21, 2020
VMS is ending. Soon every VMS will be a VSaaS. Competitive dynamics will be redrawn. What does this mean? VMS Historically...
Video Surveillance 101 Course - Last Chance on Feb 20, 2020
This is the last chance to join IPVM's first Video Surveillance 101 course, designed to help those new to the industry to quickly understand the...
Vulnerability Directory For Access Credentials on Feb 20, 2020
Knowing which access credentials are insecure can be difficult to see, especially because most look and feel the same. Even insecure 125 kHz...
AI/Smart Camera Tutorial on Feb 20, 2020
Cameras with video analytics, sometimes called 'Smart' camera or 'AI' cameras, etc. are one of the most promising growth areas of video...
China Manufacturer Suffers Coronavirus Scare on Feb 20, 2020
Uniview suffered a significant health scare last week after one of its employees reported a fever and initially tested positive for coronavirus....
Cheap Camera Problems at Night on Feb 19, 2020
Cheap cameras generally have problems at night, despite the common perception that integrated IR makes cameras mostly the same, according to new...
Milestone Launches Multiple Cloud Solutions on Feb 18, 2020
Milestone is going to the cloud, becoming one of the last prominent VMSes to do so. Milestone is clearly late but how competitive do these new...
Video Surveillance Architecture 101 on Feb 18, 2020
Video surveillance can be designed and deployed in a number of ways. This 101 examines the most common options and architectures used in...
UK Stands Behind Hikvision But Controversy Continues on Feb 18, 2020
Hikvision is exhibiting at a UK government conference for law enforcement, provoking controversy from the press, politicians, and activists due to...
IronYun AI Analytics Tested on Feb 17, 2020
Taiwan startup IronYun has raised tens of millions for its "mission to be the leading Artificial Intelligence, big data video software as a service...