US Congress Passes Bill Banning Dahua and Hikvision

This Facebook commenter has an interesting marketing strategy to sell Dahua and Hikvision:

e.g., Honeywell puts their label on equipment produced by Dahua or Hikvision

But they don't just relabel the products, they heavily customize the firmware to make it their own. (/SARCASM).

Seems to be more of an effort aligned with the Trump "Trade War" than actual protection of US government facilities. These companies sell OEM version of the camera that run their standard FW with a bit of rebranding dress-up in the GUI but essentially no different that a standard Hik or Dauha camera. Are these OEM products also banned? Seems narrow and short sighted only aimed at the big Chinese brands to make a political statement rather than protect infrastructure critical to national security. Don't get me wrong, I like the bill but it could have gone further if the true goal was to protect the country.

The wording in the bill infers that these products are a security risk but I don’t see wording that really describes what the security risk is exactly.  Perhaps the Bill doesn’t need to explain that but I don’t want to assume. 

If someone really knows what drove this could they let me/us know? 

To be clear – I am asking about what the bill sponsors learned about specifically that got them to add Hikvision and Dahua? 

I know about all the issues related to these two manufacturers, so I don’t need someone to say that was it, unless that is the real answer, i.e. that someone in the industry got the ear of the bill sponsors etc.

OR, do we know that someone within the federal government literally brought these two manufacturers to our law makers attention because of specific incidences that were egregious that went above other typical Chinese manufacturers.

OR, are we saying this is only a political move, as some have suggested this is just part of the China tariff war that is ongoing and growing.

Would be great to know so that we can take advantage of this information and use it to inform our customers more effectively.

Would this be banned?

Asking for a friend, (J.D.) ;)

Stock update: Both Dahua and Hikvision stocks have been hurt by recent US government actions, Dahua more so.

Dahua was down 6% overnight and is now almost down 50% from its peak earlier this year:

Hikvision was down ~4% overnight and is down ~28% from its peak earlier this year but still higher priced than it was a year ago ($31.91 now vs $28.01 a year ago):

Both are still richly priced relative to Western video surveillance manufacturers.

YouTube video talking about the ban:

Also, SecurityInformed article: Congress Passes Government Ban On Hikvision And Dahua Video Surveillance

Still waiting on similar announcements from:

Do you think this will spark any innovation on the camera side of things?  With +100 plus companies OEMing them with basically the same cameras and different firmware which are going to have to look at other options I would think we might see some new camera innovation out of this.  yes/no?

NOTICE: This comment has been moved to its own discussion: Do You Think The US Government Ban Will Spark Any Innovation On The Camera Side Of Things?