Dahua and Hikvision Looking for Non-US SoC Suppliers, Says Ambarella

By Isabella Cheng and Louis Cid, Published Mar 02, 2022, 09:35am EST (Info+)

Dahua and Hikvision, now reluctant to use US suppliers, are pursuing non-US SoC manufacturers, says Ambarella, historically a significant supplier to those companies.

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In this report, we examine Ambarella's comments on the current state of Dahua and Hikvision's chip supply, made during the company's recent investor call.

Executive *******

***********'* ** ****** (*****) ******** ****, *** ******* **** ********* *** Dahua *** ******** ******* *** ***-** suppliers, ************* **** *****'* ************ ** Ambarella's ***** ******* *** ****** ** just *% ** ****, ******** ** over **% ** ***** ******* * years ***, *** ****** ******** "***********." However, ****** **** **** ********* ***** potentially **** *****'* *********** ********* ** the ********* *** ****** ** **** alternative ***** **** * ******* ***** of ********** *****.

Ambarella ***** ******* **** ** "***********"

***** *** *********, ***** **** *********'* other ***** *********, *** "******* *** non-US *********" ***** "*** ******** ****** industry ** ***** ** * **** sensitive ********," ********* *** ***** **** disclosed.

********* "********* ** **** ******** **** Hikvision *** *****," **** ***** ******* only ************ ** *% ** ***** revenue ** ** **** *** *% for *** ** ****. ********* ******* Hikua ******* ** **** ** * "low ****** *****" *** "******** ****** nonmaterial," **** ****.

Reversal **** ****** ******* **** ** ****

**** ******** ******** ** * ******** from *** ****** ******* **** ********* reported * **** ******* ** ***** **** ***** ******* was ** * "*** ***** %" of ***** ********* *******. ******, ** *** ****, ********* said **** ** *** * "******** surprise" **** ***** *** "**** **** to ***** **** ***** ********* [**** Ambarella]."

*********'* ***** ******* *** ******** **+% YoY, *** ***** **** ** **+% of *********'* ******* **** * ***** ago, *** ******* *********. **** ******** over *** **** *-* ***** *** been * ****** ** *********'* ******* mix ******** **** **** ***** ******** and ******* **********.

Non-Security ************* ** *****

***** ********* ***** *** *********** ** the ******** ****** ******** ** *****, the ******* ***** ** **** ****** share ** **** ********* ***** **********, such ** **********:

*******, ** ***** **********, ***** ** not ********* ** ******** ****** **** automotive, ** ******** ** *** ****** in ***** ******* ****'* ***** * big ****** **** ** *** ******** to **** ****** ***** ****. ** continue ** ****** **** ** ******** and ********, ******* ** **** **** development ** *****.

********* **** **** **** ** **** "significant ***** ******* *************" ** *****:

********, **** ********* (******) *** ****** (HD *****) **** ***** *** ******** bases, *** *** ******** ** *** significant ***** ******* *************, ********* ** China, *** **** **** *** *** applications.

*************** ******** ******** ***** *********, *****, and *******'* ************ *** ******, ********** **** * manufacturers ** ********* *** ****** ***:

* ***'* ***** *****'* *** ***** change ** *** ******* ******** ****** market *** **. * ***** **** market ***** ** ****** *********.

Sanctions ******

***** ********* **** **** ** ********* on ***** *** ********* *** *** directly ***** ** *** *******, ********** these ********* (*** ******* ** ********** actions) *** ********* *********'* ***** ** the **** *** *****.

** ****, ********* ************ **** *** abilities ** **** ******** ** ********* and ***** *** **** ********** ** the *** *********' ******** ** *** Entity ****. *******, ** *** ****, Ambarella********* **** **** **** ***** **** to **** **** *******-******** **** ** the *********. ***** ****, *** ** *** taken **** ****** ******* ***** ***** has ********* ************* ** *****'* *** of ** **********, ******** ********* *********'* sales.

Competitive ****** ** ***** *** *********

****** **** **** ********* ***** **** Dahua *** ********* ****** *** ********* can **** ******** ** ***-** *** providers **** *** ****** ***** **** perform *********.

**** ******* ******** *** *********** *********** of ** ***** *********, ***** ************ manufacturers ************ ********* *** ******** **, which ** ******* ****** ** ****** newer *** **** ******** ***** ** allow **** **********.

Comments (5)

*** *** ************ ****** (********** ******* of ******) ****** ********* *** *********, not **** ***** ** *** *** being **** ** ****** *** ******.

***** **** (*** ********) ***** *** really *** *** ******. ****' *** only ** **** ****** ***** ******* lines. *** ****?

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Funny

********-瑞芯微电子股份有限公司

** ***** ** ***&***** ** ********* may ** ******** ******.

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*****/********?

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Funny

**** *** *** *** ** **** about **********.

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** ** * *** *****, ** there ** * ******** ***** ***** manufacturers **** *******. ****, ***** *** advanced ******** **** ***** ****** *****'* seem ** ** *** ************ **** can ***** **** ***** ****, **** resolution, *****-******, ***, *** ** ************. It ***** **** ***** *** *********** for **** ***** ************* **** ***'* achieve ***** *****.

**** ***** *** ****, *****, ****, and **** ********** ************.

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Informative: 2
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Funny
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