Alibaba Makes Major Investment Into Uniview

By Charles Rollet, Published May 30, 2019, 08:35am EDT

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.

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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

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 *** **.

**** **********, *** ********** means ******* **** **** likely ** ******* *** any ******* ***** **** projects.**** ******, ******* ** ****** 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, ******* ** ****** industry ******** ** ***** their *** *********, ******* more ********, *** ****** a ****** *********."

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

Comments (14)

Undisclosed Manufacturer #1

05/30/19 02:37pm

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

John Honovich

IPVM | In reply to Undisclosed Manufacturer #1 | 05/30/19 02:41pm

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

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

Undisclosed Distributor #3

In reply to John Honovich | 05/31/19 08:10pm

*** *** **** ******* 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 *** **** ****).

Undisclosed Distributor #3

In reply to Undisclosed Distributor #3 | 06/03/19 02:13pm

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

John Honovich

IPVM | In reply to Undisclosed Distributor #3 | 06/03/19 06:56pm

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

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

Undisclosed Distributor #3

In reply to John Honovich | 06/03/19 07:00pm

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

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

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

 

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

John Honovich

IPVM | In reply to Undisclosed Distributor #3 | 06/03/19 07:08pm

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

Undisclosed Distributor #3

In reply to John Honovich | 06/03/19 07:12pm

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

John Honovich

IPVM | In reply to Undisclosed Distributor #3 | 06/03/19 07:19pm

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

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

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

Corbin Hambrick

In reply to Undisclosed Distributor #3 | 06/03/19 07:39pm

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

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

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

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

Undisclosed Manufacturer #2

05/30/19 02:54pm

*********** ***********.  * *** 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 "*********"?

John Honovich

IPVM | In reply to Undisclosed Manufacturer #2 | 05/30/19 08:13pm

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

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

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

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

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

Undisclosed Distributor #3

In reply to Undisclosed Manufacturer #2 | 05/31/19 08:12pm

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

Avatar

Charles Rollet

In reply to Undisclosed Manufacturer #2 | 06/04/19 04:34am

**** ***** - *** 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. 

 

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