Ambarella Stops Selling to Dahua
Ambarella, a major supplier of AI chips for IP cameras, has stopped selling to Dahua, Ambarella confirmed to IPVM, verifying expanding impact of new US semiconductor restrictions on Dahua.
Ambarella joins hard drive manufacturers Seagate and WD who have stopped selling to Dahua.
The growing number of verified suppliers stopping to sell to Dahua is a significant mid and long-term risk to the company. Inside this note, we examine the impact.
***** ***** *** ********* **** ********** in ****, *********, ***** **** **** Western ********* ********* ** ****** ** those *********, ***** ** ***** ******** not ***** ********* **** ** *** US. *******, ****** ************* ********* **** ******* *********** *** ** ******** ** ******* foreign-made ********.
Ambarella ***********
********* ** ****** **** ** ** cameras, ** ******** **** *********'* ********* *****, ** ******** * ***'* who ** ***** ************ *************:
****: **** ** ***** ********* *** a *** ** ********* *** **** other **** *********, *.*., **** *** Hanwha ** *** ********* ** ******* models *** **** ******** *** ***** own ***** (*.*., ****** *** *******).
Huawei *** ******
**** ************'* ********* *** *********** **** ****, ********* *** **** ******** **** in ******-*** *******, *** ** ***** Hisilicon *** * *****-*****, ***-**** ******.
***, ***** ** ******* **** ***** both ********* (** ** ***) *** Huawei (********** ** ** ***).
Historical ********* ********* **** *****
**** ** ****, ***** *** ********* stocked ** ************* ** ********* *****, with*********'* *** **********:
** ***** ** ********* *** *****, I ***** **** * **** *** I ***** *** ******, **** *** probably **% ** ******** *** ***** business. ** *********, **** *** ********, yes, ******* $** ******* **** **** or **** **** $** ******* **** year *** **** -- *** ** the **** ****, * **** ** point *** *** **** **** **** they **** ** **** ****** **** year **** **** **** ** ******* themselves **** *** ********* ************ *********, just * ********.
*******, ******* **** ****,********* ********* **** ***** *** ************* ******* ** **** **** **** Ambarella ** "***-** *********" ** *** companies **** ********* ***** **** **** happened ** ***** **** *****, ***** blocked **** ******** **** ** *********.
Impact ** *****
** ****** **** **** ****** ***** for **** ***-******* ********* ********** ********* on *******, ****** *** **** *** when ** * ******** ** * few ******* **** ** *** ********* of:
- *** **** ********* **** ***** **** of ********* ********? *** **** **** have, *** ****** **** *** ** without ** ****** ** *********.
- **** ************ *** ***** ****** ****** the *** *** *** **** / close ** ********* **** **** **? There ** * *** ** ********** and ************* ****** *** *** ***** closing *** **** *** *** *** long ** *** **** ** ** remains ** ** ****.
- *** ********* **** ***** **?*****'* ******* ******** ********* *** **** ****** ******* *** they *** *** ****** ***** ******** challenges ** ** ***** * ******. Will ***** ** **** ** ***** through *** ** **** (********** ******* ******** *** ******* ******* ******** more *******)?
- **** ***** ********** ** ***** *** blocked **** ******? *********, ******* *** WD *** **** ***** ********* ****** the ***** ************ ******** *** ***** may ** **** ***** **** ***** components **** ***** ** **** *** blocked ****.
- **** *** ** ******* ******? ***** we ** *** *** *** ***** of **** *********, *** *** ******** have *********** **** *** **** * years, ** ** ******** **** *** US ***** ******* **** *** ******* this ****** ***** *** ***** (*** other *** *********).
********* *** *** ** *** ******* semiconductor ********* ****, ** *** **** that ********* ** ********* *** ***** have *** **** ******* ** *********. Of ******, ********* ***** ******* ***** potential ******** **** *** ***.
****** **** - ** *** **** any **** ** *** ********* ** being ******* *********** **** *****?
********* ***** ****** ** *** *** list *** ****** ** * *** of ***** **** *** *********** *** national ***. ******* ** ****. * wouldn't ** ********* ** *** ******** to *** **** ** **** ** the **** *** ******.
** **** *** *****, ** ***** catapult ********* **** ****** ** ****** the **** ******* ********** ***-***** ********, and ********* ** *** ***** ** the *********, ***** *** ** ******** wounding *** *******.
* ****** ********* **** **** **** selling ** *********