Axis Co-Founder: The End of Traditional OEMs In The Way It Has Been
Big changes are coming, predicts Axis Co-Founder Martin Gren. He contends that the end of traditional OEMs is coming, in the video embedded below:
Is he right? Inside this note, we examine the issues involved, including:
- Why the traditional OEMs are at risk (see, e.g., Dahua OEM directory and Hikvision OEM directory)
- How the US government ban impacts this
- How those OEMs have high motivation to stay the current course
Risk *** *********** ****
** **** ********, ***** ** * clear ************* **** *** *********** ****, i.e., ********* *** **** ******** ******** and **** ***** ***** ** ** (whether **** ** *********, ***, **** - ****** ******** ** '****' ** *****,******, ***., ***.).
**** * ************* ** *****, *** OEMed ******** *** ******* ****** ** get *********. *** **** ********* ******* of **** ******* **** **** ***** *** ***** OEMs, ******** **** ******* ******* ********** ** *****'* ********(*).
**** **** ** **** ***** **** the ******** ************ ******* **** *** dependent ** (*) *** ************ ** fix ** *** (*) *** ************ to **** **** *** ********* ** the ***. *********** **** *******, **** are ****** ****** ********-******* ********* **** 'do' ******** **** ****** ** **** the ********. ***** ********* *** ****** experts ** ******** *** ******* ** professional ********** ******** ***********.
**********, *** *********** **** ***** **** no ******** ********* **********, ********* ** the ******** ************ *** ****.
Ban ******
**** **-******* ***** ** **** **** this ***** *** ****** ***** * months *** *** *** **** ******** published ** *******. ** ****, ****'* remarks **** ****** *** ** ********** ban *** **** ***** ******** ** Congress.
*******, *** *** ********* ***** ******** for **** **** *****. *********, **** cannot **** ***** ***** *** ********* OEMed ******** ** *** ** ********** so *** **** *** ***** **** the **** ************* **** ** ******** out *** ** ******** / ******* this **** *********. *****,** *** ** **** ******** **** IPVM********, *** ** ********** ******* ** flat *** *** ***** ** ********* OEM ** **** ** *** ** government ** ***, ***** ***** ***** the *** ******* ******** ******* ***** OEMing *** *** ** *** ******* 'customers' ** *** *****, *** ** government.
************, **** ** **, ********, ** have **** * ****** ** ******* signs **** ***** **** **** **** are ******* ********* ***** *** ****** of *** *** *** *** ****** to ********* *** ** ************ ********** with ***** ****.
Motivation *** **** ** ********
** *** ***** ****, ****** *** been * **** ********** ******** *** a **** **** ****. *** ***** volume ** ******** ** **** ****** to *** ******* *** *** **** by ****** ***-**** (*********) ******* **********, slapping ***'* ******* **** ** ** and ******* ** ** ***** ***. As ****, ***** ** * *** of ***** *** ***** ********* ** lose ** **** ****** ***. *** instance, *** ****** ** ** ****** ** **** issue ** ***** ******* *** ******* complain.
*** *** *********** ** ******** ********** one's ******** ** ********* *** **** OEMs. **** ***** ******** *************, ** develop ***'* *** ******** ******** ********* firmware *** ******** ***********, ***** ** costly *** ******* *** ******* *** reasonably ***** **** ***** ****** ***** own *************, ***** ***** ** **** for ****.
** ****, *** **** ****, *** choice ** ****** ** ******** **** and **** **** ***** ********** ******* or **** ********. *** **** '******' option ***** ** ** ****** ** being * *********** *** *** ** the '******' *************, ******* ***** ***** company's ******, ******* ** ** *****, Hikvision, ****, ********, ******, ***., ***. However, ***** * *********** ** *** less ********** **** ****** ***** ***'* own ************.
Consumer ***** *******
**** **** **** ** * ******** trust *******. **** **** ****** **** a ***** ** **** **** *********** there *** ** ***'* **** **** purchase, **** ****** **** *** ** actually ********* *** ******** / ******** in ***** *** *******, ***** **** their **** *** ******** ** ****. OEMing, ***** ****** *** ******, **** customers ** ****.
Vote / ****
#*, ****'* * **** *****. * big **** ** **** ** ******* the ******** ************* *** *** ** publicly ********* **** ***** ****. * years ***, **** *** ***** **** a ********* ** ***** *** ********* or ****** *******, *** **** ***** extensive *********, ** ** **** ****** to *********.
*** ***** ** *** ****** ** a ***** ** ******* **** (*.*.,****** / ***) ** ** ** ****** ** hide ***** *** **** *** **** / ****** ******** ** *** **.
*'** ****** ******* ** ** "***" as *** "******** ********* ************" *** the ****** ***** ** *** *******, not *** ******* **** ******* ***** brand ** **** ** ******* *************' equipment. ** * *** **** ****** confused ****?
*****, ***********, * ***** **** ** correct. ** ********, ** **** ********, it ** ****** ****** **** *** opposite ***.
* ** ***** ** *** ** either *** *** ** ********** ** common ******** ** ** **** ********* like ********* '****' ** '******'.
* **** ** ***** **** ***.
**** ** *** ****** *** ****** more ***** ** *** ** ******** producing ****** ******** ** ******** **. doing ***** ********* ** *********** ***** hardware/firmware.
* *****. *** **** ***********, *** market ** ******** *********** *** ******, ****** **** ******.
**** ***** ***, ** *** **** and ** *** ***** *** **** product ***.
*****, ****** **** ******** *** ******** intelligence **********, ***** *** ***** ***** product ***********.
*************, *****'* ***** * ***** *** of "******** *************" *** ***** ***'* care.
** ****** *********, **** ** *** done *-** ***** ***, ** *** pretty *******.
***** ***** **** ********* ****** *******. They ****** ********* ** *** *********, except *** *** **** *** ***** number. *** ****** *** **** ** in ***** ********** ** ****. *** if ******* *****, **** **** **** the *****.
* *** **** ****** ** ***** examples ***** * **** ************ ****'* up ** ***** ** * ********** like ** *** *** ** *** out *** **** ******* ** **** versa, ***** ***** *** **** ** devote *********** *** ************* ** *** new *****.
*** ******* *** ** ***** *** mirrors *** ********** *** *** * manufacturer **** ** **** ***** **** don't *********** ********.
* ***** **** *** *********** *** where ***** ** ** ***** *** will ** **** *** *** *** side. ****, *** ******** ** *** $99 ***** **** **** *****, *** who ***** ***** ****.
*********, **** ********* **** ******** *********** new ********, ** **** ** * reseller ********* *** **** ** **** it **....
* ************ ********.
* ********** **** ***'*** **** ****** more ********* *** *** *** ***, but * **** *** ******* ***'*** going ******** ** ***. *** ** the **** ******** *** **** ************, not ** *** ************ ********. ** way ** ***. **** ** ***:
- ***** *** **** ** **** surveillance ***-*** ************* *** ***** *****. And **** **** **** ***** ** get **** ********* *** **** ******. However, **** **** ** ******** ** setting ** **** ** ***** ********* such ** *** ***. ** *** really **** ** **** **** "*****" as * ************, *** ****** **** to **** * *** ***** **** and ***** ******** ** ** ***** successful. **** ***** **** ** *****, expertise *** ******** *** ***** ******* manufacturers. ***** **** **** ****** ** to ***** ***** *** ******** ** build ***** *** ****** *** *** the ************* ** ******* **** **** their *******. **** ** **** ****** many **** **********.
- *** ************* ******, ** **. Gren *********, **** **** ****** ****** for *** ********* ** *** ************* products ***. *******, **** *** ****** manufacturers, *** ** **** ********** **** decrease ***'***.
- * *********** **** *** **** much **** ******* ** *** ******** create *** ******** ********. *******, ** the ******* *********, **** ***** **** alot ** *****. ********. *** **** easier *** * *** ******** ** ask ** *** ************ ** ***** their ******** ** ***** ******. ****** of ****, ** *** *** * compliant ****** ************, *** *** ********** alter ** ** **** **** ** is ************** **** *** ******** ************ default *******. ***** **** ***** ** a **** **** ********** ****** **** wise *** **** *** *********.
- (* ****** *** ***** ** my *****) ** ********** ****** ** other **********, ********* ******* **** *** the ************ ** ** ** *** product ** ** ***** **** * popular ************ **** ** *********. ********** speaking, * ****** ** **** *** OEM ******* ******* ** ******* ***** its ***** **** *** *** **** exact ******* **** * ******* ********* firmware ****. ********** ** **** *** cheaper, ** *** ********** *** ******* for **** *** ******** ******* ******. Some ********* ****** ** **** ******** with *** ************ *** *** ** with ****** *** ****** *****. ******* alot ** ********* ****** **** **** about **** *** **** ** *** the ******* *****, ********** ** ** means **** ***** *** **** ******* customer *******.
********** ********, * ****** ** **** the *** *******
****, *** *****'* ** ********* **** most **** ** **** *** ***'* claim ** ** * '************'.
*****'*- "** *** * ******** *** **********"
**.
******- "** ***** ********* ** ************* and ********* *****-**-***-*** ********"
***** *****'* ** *********** ***** **** they *** *******, ** ** **** effectively **** * ******** ******** **** a ******* ************?
**** ** ***** **** **. **** meant **** * *****. ** **** be ****** ** ***** **** *** are * ************ **** *** *****. I ***** ****** ****** **** **** to ***** **** *** **** ****** should *** **** **** **** ** the ***** *****. ** ******** *** should **** ******** * ********, *** even **** ** **********.
*** *** *'* ****** ** **** General *** ****** *** ****** **** resume ** ******.
** ******** *** ****** **** ******** a ********
** *** **** ** **** ** the ******** **** ***** *************, **** should **** ********** * ***** ****, Housing *******, ** *** ** ********.
*** ************, *** ******** ****** ****** everything **** * ****.
*** ***** ** **** ******* ***'* that **** ***** **** * ****** to **** ***** ** ******** * label ** ******* ****'* ********* *** reselling ** -- ****'* *******. *** point ** **** ********* (*** **** importantly, ***********) *** *** ****** ** to *** **** **** ****, **** OEM ******** *** ***** ** * platform **** ** ********** **** *******, and **** *** ******* ********** ** significant **** ** ********** ** *** these ******* ********* *** ********. *** reason **** ** **** ** ***** products *** ** ***** ******** ** their *********** ** **** **** ****** no ********* *** *** ** **** whatsoever ** ********. ******* -- ****** engineering ** *****!
*** ****** *** *** ******** ** almost ******* ** ********, ********** ** how **** **** **** ** **** a *******.
***** *** **** ******* ******** ******** coming **** ***** *********, ****** ***** Korea *** ******. ** ** ***** possible **** **** **** **** ***** from ***** ** ****** *** ***** Korea.
* **** **** **** ********* **** the **** *** ****** **** ** own ****.
*'* *** **** *** ** ***** in *** ******. *** ** *** Middle **** **** *** ********* ** course *** ** *********** **** *****, integrators ****** ******** **** ***** ******* AliBaba, ********* ********* ** *** ********** of *************, ***.
******* **** ***** ******* ******* ********** we **** ****** ******* **** ************ so **'** **** ** ***** **** services ** *** ***********/***-************ ** ***** of:
- *** - ** **** ****** spare ***** ** ******* ****** ****** in-house. ******* ** ****** *******, ** can ****** ** ***** **** ** spare *****/******* ******* **** ************.
- ****** - ************ **** **** margins ** ********* **** ****'* **** to ***** ******* ***** ** **** as ****
- ****** ***** ******** ******* - if ***** ** * *** *** a *******, ** *** ****** **** the ******* *** *** **********. **** would ** ********** *** ********* ** do *** *******
***** * ***** **** **** ***'* nowadays **** "***** ***'* *** ************."
** ***'* ** ****, * **** been ******* ** ***** ***** ** least **** ** ** **** ***** with *** *******:
** *** ** *** ********. ** stick *** **** ** ******** **** factories **** ** *****. *** *** 10 ******* ** ***** **** *** of *** ************* *** ******* ** disclose **** *********** ** ****. *** can *** **** ** ******* ** the ******** ************ ******* ** *** offer ****** ***** ******* *******, ****** credit **********, ****** ***, ***.
** ******** **** *********** ** ****. You *** *** **** ** ******* of *** ******** ************ ******* ** can ***** ****** ***** ******* *******, better ****** **********, ****** ***, ***.
*****, * ***** **** ** ********** and **** *** ********* ** **** informed *********.
*******, ** *** *** ****** ****:***** *****’* *******, *****’* ******. **** **'* **** *** '*******', even ** * ******* ** ******, they *** ********* ******* * ****** margin / ******; **** *** ** many ********* ******* ** ** *************.
***** *** ******** **** ***** **** 3 ******** ********, *** * ******* the ****** *** *** ********* ** fit ** ***.
* ********** **** *** ******* *** Mr. **** *** ********* ** ******* manufacturers **** **** **** ***** *** decline ** *** *********.
***** *** ****** **** **** *** OEM ********* ** ****** *** ***** like ****, *********, ****, ***, ***.
** ***** *** *** ** **** if *** ******* ** ******** ************ by *** ******* ***** ******** ***** name ** ** ** ******* ****?
*** ** ********* ** *****, **** to **** *** ** ***** *** is *********.
**** ********. ***** *** **** ****. One ** ** ******** *** *** address *** ***** ***** **** **** one https://macvendors.com
******* *** ** ** *** ***'* have *** ****** ******** **** *** then **** **** ** ***** ********* material. ****** *** ** ***** ******* images ****** *** ** * ******* image ****** ** ******. **** **** are *** **** ** **** ***** own *********** ** *** ******** *** rely ** *** ***********'* ****.
*********, *** *** **** *** ****** part ** **** ** ***** ******* and ****** *** ** ** ****** "". ****** **** ****** *** ********* of **** ***** ******. *****, **** OEMs *** *** **** ** ****** their *** *******. **** ******** ******** will ***** *******. *****: ** *** find * ******** *******, ****** *** the ****** **** ******** *** *******.
******* ******* *** ** ** ******** their ***. ******* **'* **** ** their ********. **** ** *** "*****" section. ** *** *** **** **** at *** **** ** ***** ****** of *** ***. ******* **'* * copy *****.
*******.*** ** ***** ******* ***** *** show *** ******** ***********.
****: ** ***********:
* ********* ***.*****************.*** *** *** * "* ******* manufacturer ** *** ************..." (******** **** means). ** * **** ** *** downloads ******* *** ********** *** ** their *******. * ***** *** ****** "The ****** **** *** ** ******* to ******* *** **** ** *** horizontal ********* ** *** ********** *****." on ***** ******. * *** * google ****** *** **** ***** ******. One ** *** ******* *** **** *****://***.**********.***/**/*********-**-******-********-******
** **** ********* ****** **** ****** from ********* ** *** **** ** the ********* ****** ******* *** ****. The ***** ***** ** **** **** the **** **** "******* **** ****** of ** & ** ****** ** NVR".
***** ****** ******* ***** ****** ** their ******** ******** ******* ** ***** supplier *** **** ********** *****.
******* ** *****://***********.***, ** *** ** * search ** ****** *** *** *** they *** **** *****. *** **** one *** ****** ******* *** *** from ***** ******.
***** *** *****, *** ***'** ******* me **** ***** ****** ** *** trade ** ************ ************ **** *** post. ******* ***** *** ******* **** been ********** ****** ** **** ******** and ******** *** **** **** ** comprehensive *** ***** ****** ** **** in **** **** ****** **** ********* against **** *** ******** ******** ** marketing ****** **** *** ****** **********/************/********* (very **** *****).
** * **** ** *** **** or ********** ** *****'* *****, * would ***** *********** ** *** ******* relative ** *** *********** *** ******** support/service **** *** '********' **** ****** than *** ***** **** ** *** product.
*'* **** ** ****. * ***'* want ** ******* *** *****/******** "***** widget" ********, ***** ** *** ***'* use *** *** ***** ****** *** janky/don't ****/**** ********. *** *'** ****** thought *****-******** *** * *** *********--** the **** *****, ***** ** *** "developed ****" ** "***** **** ****" the **** *******, ** ** ** NEED * ***, ** *** ****** it **** ****** *** *** ****.
****** *** *** ******** **** ** difficult. **** *** **** ** ***** other **** ******* *** ** **** industries. ** ******** ********, ***** *** Mercury ****** *** ** ** *** manufacturer ** ****** ******* ********. **** readers *** **** ******** ***** **** with * ******* ***** **** ******** the ******** ************.
** **** **** *** ********* ** using ** ***? **. ****** ** easier *** *** ********* ** ********* who **** *** ******* *** ***** version ** ******** ** ***** ****? Absolutely.
* **** * ******* ** *** and ***** *** * ***'* *** that ***** ** **** ** *** practice. ** **** ** * *** find *** ***** *** ******** ** software **** **** ** * *** track ******** *******, ****.
****** *** ********* ** ** ** diligent ** *********** *** ** *** original ************ ** *** ******** * provide.
** *********** *** ********* ****** **** educated ** *** ****** ** ***** products ** *** *********** *** **** seemed ** ** ********** *** *******. 5 ***** *** * ***** *** have ********** *** *** ******** ****** product **** ** *** ***** ******* or *** (************) ********* ***** ****** cameras *** ******* **** **** ***** or *****. *** * *** ******* tell **** ** ******* ** *** picture ** *** **** **** *** true ****** **. ****** *** *** rampant *** *** *** **** *** the ******** ** ******* ******** *** been ******* ** *** ***. *** DNA **** ** **** ******* **** only * **** ***** *******.