Axis Product Shortage Confirmed / Normalize This Fall

Author: John Honovich, Published on Aug 01, 2017

Friends and foes of Axis, over the past few months, have privately been commenting on Axis shipping delays.

Axis has confirmed this, noting:

Axis has enjoyed strong sales during the first half of 2017, stronger than we expected at the beginning of the year. This has resulted in prolonged lead times for some products. We are ramping up manufacturing and shipments of these products, and expect the delivery situation to normalize during the fall.

Axis emphasized that there were 'no production problem, just stronger sales' when IPVM asked them specifically about issues with manufacturing or components.

In this note, we examine Axis position.

******* *** **** ** ****, **** *** **** *** ******, have ********* **** ********** ** **** ******** ******.

**** *** ********* ****, ******:

**** *** ******* ****** ***** ****** *** ***** **** ** 2017, ******** **** ** ******** ** *** ********* ** *** year. **** *** ******** ** ********* **** ***** *** **** products. ** *** ******* ** ************* *** ********* ** ***** products, *** ****** *** ******** ********* ** ********* ****** *** fall.

**** ********** **** ***** **** '** ********** *******, **** ******** sales' **** **** ***** **** ************ ***** ****** **** ************* or **********.

** **** ****, ** ******* **** ********.

[***************]

Strong *****

***** '****** *****' ** ********* ********,**** ***** **** **** ******** ** ** ****(**% ****** ** ***** **********) **** **** **** ** **** (10% ****** ** ***** **********). ********, ***** *** ******* **** to *** ****** *** **** ********** ****** *******, **** *** been **********. ** *** ****** **** **** **** **% ****** this ** ****** ****. ****, ******** ** *** ******* ****** industry ************ ****** **** (***** ** ** *** *-*% *****), Axis ****** ** ******.

**** **** ************ **** ** *** ********* ** **** ****, we ** *** **** ***, ** **** *** ***** ******** here, *********, **** *** *** ****** ** **** ** **% growth.

Update: **** ********** ******* ********

* ****** ** ****' ** **** ********** **** **** ********* has ******* ****** **% ***** ***** ********* ** ****** *** same ********** ** *** **** ******. **** ** * ****** indication **** **** ** ****** ***** ******** ***** ***** ********* projections ******* ***** *********.

Production ********?

** ** *** **** *** ******** ** ********** **** ********* that ** *** ** ******** ***** ****** **** ********** ********. It ** ******** **** *** ****** ** *** **** *** we **** ******* **** ****, **** **** ***** ***********, ****** sales ****** ** **** *** **** ********* ******* ******* ********** or ******** ** ******** *** *******. ** **** ***, *** given ***** ***** ****** **** ********** ** **, ** ******* Axis ** ****** ***** ******.

Models ********

**** *** ****** ** *********** ********, **** **** ******** **** models (**** ** * *** * *****) **** ** ** fairly **** ******* *** *********. ** ******* *** ******** ** more ********* ********* **** **** ******** **** / ******* ******.

******- **** *** ***

*** **** ****** ******** ****** ** **** ********* ***** ******** in ***** ******** *** **** *********** ***** **** ** * means ** **** **** ********* (** ***** *** ********* ***** *** *** **** ********). *******, ***** **** ** **** ******* ******** ******** ****** than ** *** ***** ********, **** **** **** ** **** challenging ***** **** **** ***** ** ********* *** ******** *** specification *** ** *********.

*** **** ******** ****** ** **** ********* ****' ******** *************. While ***** *** ********* ********** ******** ** ****** ** ******** expansion, ** **** *** **** ***** *** **** ** **** in ***** ******* ** ***** *** ************* *** ******* ******** have ***** ***** ****. **** ***** ** ** ******* *** own ** *** ********** ***** *** ***, ***** ** *** next ******** ** *** ****** ******* *** ********* ******* ****-************* and ********* ******* *** ******** ****.

Comments (32)

Undisclosed Integrator #1

08/01/17 03:07pm

***** * ***** ** **** *****, * *** **** ****** to ******** ** **** ****** ************ ********* **** **** ****'* 10% ******. ** ********, * ***** **** ********** **** ***** are ****, *** ** ***** ** ******** ****** ****** ************ and ******** ** ***** ****** .

****, ** **** *** **** ** ****** ** ** ********** job *** ** ********* *** **** ** ** ** ******* camera ******** ************. ***** ***** **** ***** ** **** *********, we've **** **** ** **** *** *** **** ** ******...

John Honovich

IPVM | In reply to Undisclosed Integrator #1 | 08/01/17 03:13pm

* ***** **** ********** **** ***** *** ****, *** ** based ** ******** ****** ****** ************ *** ******** ** ***** boards .

* ***** **** ** ***** ****** *** ******* **** ********** accounts *** **** *** ** *** ***** *** ********** **** well **** ***** ** *** **** ****. **** ** ** best *********** ** *** *** *** ****** **** **** *** their ********** *** ***** **.

******* -**** ***-**-*** ********* *** ****!,**** **** ~$** ******* ******** **** *** ** *** ********,**** ****** ******* ******* *** ** ******, ***.

Undisclosed Integrator #2

08/01/17 03:25pm

**** ** ***** ***** ********* ******. ** **** ********** ******* who ***'* *** **** ******* ** *** ***** *** ************ ask *** ************. *** *** ********** **** **** ** **** are ***** ****** ******* ** ********** (** ** **** ***** superior) *** *******.

***** *** *.* ******** ** * ****. ** ********* * P ****** ****-** *** ******** ** ** * ***** *** Core ** ** *** ** **** ******* *** ****** ** errors **** *** ****** ******'* **** **.

**** ******* *********** **** ******* **** ********** ** ***** - The **** **** ******* *** **** **** **** **** **** all *** ***** ***. ** *** ******* ********* ***** ****** to ***** ***** **** ****** ******* ** *** *** ********* Axis ** ***** ****** ***** *****.

**** ** ***% *** *** *****.

Undisclosed End User #5

In reply to Undisclosed Integrator #2 | 08/01/17 04:09pm

"**** ******* *********** **** ******* **** ********** ** *****"

******* **** **** ******* ** ***** ***'* ***.

Thumbnail 199d79c

Christopher Uiterwyk

IPConfigure | In reply to Undisclosed End User #5 | 08/01/17 05:34pm

**** ** ****** *** ****. **** ******* ******** ********** **** our***.

Undisclosed End User #5

In reply to Christopher Uiterwyk | 08/02/17 02:59pm

**** **** *** ***********, *** * ** *** *****. *** of *** ****** **** *****-********* **** *** *********** *** ** ** * ******* ** a ****. *** ****** *-** ***** *** ** *****. **** Arecont ******* *** *****. ** ******** **** ****, ******, ********* or *********.

Tyler Graham

In reply to Undisclosed End User #5 | 08/02/17 04:28pm

*** ***'** ******* *** ******? *'* ******** *** **** * layer * *****. **** *** *** * **** *** ****** at *** ****** *** *** ** *** ****** ** *** site. ***** ****...

Undisclosed End User #5

In reply to Tyler Graham | 09/26/17 09:58pm

****** - * *** ****** ** *** **** *** ** time *** ** *** ********* **** ***** *******. ***** ****** they ****** ****-**** ** ****, *** **** **** ****** ***** off-line **** ********** **** ***** ******** ********* ******* ***** *** recorder. ** ***** *****'* ***** *** **** ********* ****** *** stable.

**** **** * ******** *** *** ********* **** ***** *******, with****** ***-***********. **-**** *** ******** *******, **** *** ******* **** *******, no ***** *******.

** *** *** ******'* *** ***% ****** *** ******** ******* a ****** ***** ** *** *****!

Undisclosed Integrator #15

In reply to Undisclosed End User #5 | 08/02/17 05:33pm

* **** ********* ** **** ******* ******* ** ***** *** other ***'* ** **** **** **** *** ******. **** *** pricey, *** *** *** *** **** *** ***.

Undisclosed Integrator #6

In reply to Undisclosed Integrator #2 | 08/01/17 04:28pm

****'* **** ***. ** ********* *** **** *** ***** ******* of ***** *********. ** *** ********** ***** ******** **** ** the *** ******** **** *** *****, ** **** ** *-* Million * **** **** ****, *** **** ***** *** **** any ** *** ******** *** ******. ** ***'** ****** *** a **** ** ** **** *** *** ******, *** ***** want ** ***** *** **, * ***'* **** *** *** manufacturer ** **** *******'* ******. ** *** *** "********" *** cameras, **'** **** ***** ** ******* ******* *** ** ******* them ******* ** ***** *********** *** ******** *************** ***** *** too **** ** ****. *'* *** ********** **** *** ****** only *** **** ** *** *****, *** * ***** *** should *** ****** **** ***** ***** ***** *** *** ******* being ****** **** ***** ********.

Undisclosed Integrator #3

08/01/17 03:29pm

"********** ******* *** ***'* *** **** ******* ** *** *****"? Seems ********.

Undisclosed Integrator #2

In reply to Undisclosed Integrator #3 | 08/01/17 03:34pm

**** *** **** ** ********** ***** ********** ** **** **** have **** ***-**-*** ********* ******. **** **** ***** ***** **** they ** *** ******* *** **** *********** *** ******** ** thousands ** *******.

John Honovich

IPVM | In reply to Undisclosed Integrator #2 | 08/01/17 04:08pm

**** *** **** ** ********** ***** **********

*****'* *** ** ********* *********** *** ****** ** **********. * think ** ****** ** ******** ****** ******* ********** ***** '**********' spending.

******* ** ***, *******, **** **** * *** ****** **** Western '**********' **** **** ** ***** ********** *** **** ***** for *********.

Undisclosed Integrator #4

08/01/17 04:04pm

***'* **** ******* ****** **** **** ** *** ****? ** have *********** *** ****** ********* ********* ******* ****** *** ******/************ season. ******** **** ** *** ** ****** **** ****** ** well. **'** ****** ****** ****** ****** **** **** *** **** again ******** ** **** ******* ********* ***** ****. *** *******, Panasonic ********* ******* *** ** ***** ***** **** ****** **** season.

Undisclosed Integrator #7

In reply to Undisclosed Integrator #4 | 08/01/17 01:11pm

******* ** ******** ** ****, ****** ******** ****** *** *****. It ***'* ****** *** **** *********, ***** ** ******. *** if *'* *** ******* ** **** ********* *** ********** ***** on *'* ** ******* ** **** **** ** **** **** the ****.

Undisclosed Integrator #8

08/01/17 07:45pm

**** ** *** ** **** ***** *** *****. * ***** recommend ******* ** **** ***** (***) ** * ****** ***********. You ***'* **** ** ******* **** *** ***** *** **** can **** *** ** * *****. **** ******* **** * little ****** ***** ** **** ******* (*.*. ********, *****-**) **** sell *** *******.

Undisclosed Integrator #9

08/02/17 12:34am

***. **** ** **** ******' ***** ** ****.

* **** *** * ****** ********** *** *** **** ****** exclusively ******* ** ***'* **** ** *** *** ** ******* them *** *** ****. ** ******** ******* **** *******, *********, ONSSI, ******, *****, *******, ** *** ***** *** ** **** in *** *****.

*** ** ********* **** **** ** **** ** ** *****.

Undisclosed Integrator #10

08/02/17 01:31am

**** **** ****** ** ** **** ********. ******* **** ******** a **** **** ****** ***** *** ** *** ** *** in * ****.

Thumbnail profile pic

Ethan Ace

IPVM | In reply to Undisclosed Integrator #10 | 08/02/17 01:41am

*******, ** *** ***'* **** *******, ***** **** ****** *** you ******* **** ***** ******* ******?

Undisclosed Integrator #10

In reply to Ethan Ace | 08/02/17 02:48am

*****-** *** ******* ******** ***'*

Undisclosed Integrator #11

08/02/17 12:58pm

** **** **** **** *** * ******** ***** *,*** *****'* and ******* ***** *,*** ** **** ** *** **** *****. They **** **** *,*** ** ** * *****. *** *********** thing ** **** ******* ** ******* **** ***** *** ** once ******* ** ******* ****. * ***'* ******* **** *** going ** ******* **** **** ****** *** *** ** *** year **** *** ********* ***** ** ***** ****. ** *** we **** * ******* ** *** *** *** ****** **** that *** *** ** **** ***** **** ***** **.

Thumbnail christian photo 75px

Christian Laforte

08/02/17 01:00pm

**** ***********, *** ***** *** ** ****' ******** ********* *** met ************* ****** *** ** ******** ******. *** ****** *** GPU *** ********* **% *** ** **** ** * *** months.

*****://***.***********.**.**/****/**/**/******************************************************************/

Undisclosed Integrator #12

08/02/17 01:08pm

***** ****** ****** ***** **** **** ******** ** ************* **** litigation?

Undisclosed #13

In reply to Undisclosed Integrator #12 | 08/02/17 01:19pm

*** **** ****** ** ***** *** ******* ** *** ***** and **** **** ** *** ******* ** ***** *******?

Damon Hood

08/02/17 01:44pm

* ** *** **** *** ** ********* **** *** ****** issues **** **** ******. * ******* **** *** ********* **, however * ** ** *** **** *** ** *** **** 6 - * ****** ** **** ********* ******** *** - 160 **** ******* ** * ** * ********* ******** *** have *** *********** *** ****** ** ** ********.

* **** **** ****** ******* ** ********* *** * *** project *** * ** ****** ******* *** ***** *** ****. So ** **** *** ** **** ******* ***** * ***** to ********.

Undisclosed Integrator #14

08/02/17 02:01pm

*** ***** **** **** ** **** **** **** ** ************* exposed? ******* ********. ** **** ********* *** **** **** *** Axis ******* **** *** *** **** ** *****. ***** ** not ** ***** **** ***** ********* *** ******* **** **** has **** ****** **** ** ** **********.

Thumbnail brk1

Brian Karas

IPVM | In reply to Undisclosed Integrator #14 | 08/02/17 02:38pm

***, **** *** ******** * *** *************** ** ******* *****, including *** **** ******* ********-***** **** ******. **** *** ****** in ************ ** ***** ************ ************* *************** *** ********.

*** *** **** ****** **** *************** ****** *** **** **** difficult ** ******* *** **** ****** ** ** **** **** in * ********** *****.

Thumbnail profile pic

Ethan Ace

IPVM | 08/02/17 02:32pm

******: **'** ***** * ******* ** *** ****** ***** ********* Axis **********.

* ****** ** ****' ** **** ********** **** **** ********* has ******* ****** **% ***** ***** ********* ** ****** *** same ********** ** *** **** ******. **** ** * ****** indication **** **** ** ****** ***** ******** ***** ***** ********* projections ******* ***** *********.

Thumbnail getphoto

Scott Bradford

IPVMU Certified | 08/02/17 03:39pm

*'* ******* ** * ***** ***** *****. ********* **** ** October. ** ***** *** ** ****** ** **** ** ** their *** ***** ****** ******, *** *****'* * ******* ******* dollar *****

Thumbnail profile pic

Ethan Ace

IPVM | 08/02/17 03:45pm

******* ******, **** ********* ************ ** *** *****, ******:

**** ***** ** * ******* ***** ****** **** **** *** been ******** **** ** ********. ** *** ** *** ******* of ******* ** *************, *** ** **** ******** ********* ************* during *** **** ****** *** ****.

Undisclosed Manufacturer #16

08/02/17 10:20pm

[******** ******** - **** **** *****]

* ***** *********** *** *** ***** ** *** ***** ** have * **** ** *** ******** *********** ****** ********* **** 3x3MP ** ***** ***** **** ********* ******. ***** *** ***** and **** **** ******** **** ******* *** *********. * *** one ****** ********** **** ********** **** ***** ** **** ****** would ** ** **** **** ****** **** **** ****** ************* numbers. ****** *** **** ***** **** ***** **** **** ***** that ** ***** ** **** ** *** ***** *** ******* which ***** **** ******* ********** ** **********. ***** ** *** not ***** *** **** ***** ** ****...

Thumbnail brk1

Brian Karas

IPVM | In reply to Undisclosed Manufacturer #16 | 08/02/17 10:37pm

*** ***** *********** *** ******** ******, ***** *** *** ****:******** ** *********** ****** ******. **** **** ** * *** *** (*** ****), *** I ** *** ***** ******** *** ******* ***** ****.

*** ****** ** ******:

  1. *** ***** ****** ********** *** *****, *** ***** *** ****** options ******** ** *** **** ******
  2. **** ****, **** ***** ***** ******** *******, **** *** **** any ***** ***** ******, ** ********* *** ******* ***** *** be ****** **** *** **** ******.
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