Coronavirus Impacting Hikvision and China Manufacturers

By Charles Rollet, Published Feb 03, 2020, 01:33pm EST (Info+)

The coronavirus epidemic spreading through China has started to impact video surveillance manufacturers.

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In this note, we examine what is happening, how long experts say it might last, what Hikvision has already done and how it might impact various China manufacturers and users across the world.

UPDATE: Hangzhou, the city where Dahua, Hikvision, and Uniview are based, is now under lockdown.

Wuhan *********** *********

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**** *****,***** ** *** *** **** ** the ****** *** ***-**** ********, ****** *********** infections ***** *** ** ***** ** causing *********.

******/********

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*** ****** ******* ***** *** ***** is ****** ***** ******* *** *** underreported *** ***** *** ****** *** PRC.*** **** ******* *** ***** *******.

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*** ***** **** ************ *** ****** **** *****'* "***** battle ****** ******, ******** *****":

*****'* ************* ******* *** ******** ** the ***** ****** ************ (***) ***** hails *****'* ********* *******, ******** *** transparency, ********* ******

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*********'* ****** ** ** *** *************** * ********* ******* **** ***** *** ****** of *** *****:

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********* ****** ** *** *********** ****** "all ************* ** ********":

********* **** *********, ********* ********, ***** Hikvision ** *************, ****instated * ********* ******* until 9 February (including). This means that all ********** *** ********* **** ****** ****** and employees are required to stay at home. [emphasis added]

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

*** *** *********** ****,all **** ****** **** ** *******. At Hikvision Europe, we will do our best to support our customers and minimise the impact, but unfortunately some matters are outside of our influence.

Other *******: "Self-Quarantine", ******** ***** ** ****

********* ****** **** **** **** ** had ******** ********* ********* **** ***** after *** ***** *** **** ******* "to **** **** **** ** ****-**********":

**** **** ****, ** *** **** made ************ **** *** ********** ** the **** *** ***** *** *** worried ***** * ********* ************ ** the *****, ****** **** **** ** reschedule **** ************.

*******, ********* ****, "*** ******** ***** to ***** *** ** **** *** the **** *****".

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**** ** ********* **** ** ***** production ** *********** ******* ** *** modern ***** ************ ************* *** ***** potentially **** ** ********* ******* *** industry **** ** ****.

Dahua / ******* **** ****, **** *****

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UPDATE: ******** ********

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** **** ******* *** *** ******* made ** *****,you **** ** ******* **** **** ******* ******* ***** **** **** ******** ** **** **** ** **** *****. If your Chinese factory is within or near ground zero for the virus, it has probably already shut down. Even if your factory does not shut down, you ****** ****** **** ** **** ** *** ********* *** ** **** ** *** **** because they can no longer get there or because they do not want to work ***** ** ******** *,*** ***** ******, **** ** whom ***** ** ********* *** ***********. Even ** **** ******* ******* ********* to ******* **** *******, *** ****** consider *** ********** ******* ** ******** inability ** *** ***** ******* ********** transported **** *** ******* ** * port ** ******* *** **** **** there ** **** ********* ***********.There **** ********** ** *********.

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How ****? *******

**********, *** *** ******** ** *** long *** *** **** ****** **** be ********. ***** ** ******* *********** debate **** **** *** ** ****** tell.

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*******, ** **** ********* ********** *** first **** ** ****, ** ***** put *********** ******** ** ***** ************* already ********** ** *** ***'* ******* economic ********, ** *******, ***.

Vote / ****

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Comments (79)

This is a horrible thing, and I wouldn't wish this on anyone. I can't help but notice the irony here though. Large manufacturing plants usually have some form of access control, like dual factor access control readers with number pads etc. Those are the things that are going to spread viruses like wildfire when someone at the plant contracts it. It's just ironic that the devices we use to keep us safe, may also be our downfall if they aren't properly sterilized regularly.

Also, facial recognition is going to be severely affected by this, as most are wearing surgical masks etc. I truly hope they figure this out soon.

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There are plenty of contactless access controls that don't require touching germ filled devices.

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Although everyone generally has to touch the door to open it! (Except automatic openers)

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People like to think that the sky is the limit and so also chinees and now back to realty life is more than CCTV

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I'm sure that I am not the only one wondering what kind of effect this will have on ISC West with many international travelers attending.

I noticed ISC posted an official statement recently.

Coronavirus Statement - ISC West | Las Vegas, NV

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I'm seriously considering not sending anyone from my organization this year due to the exposure risk. Unless there is something groundbreaking and irresistible happening this year that requires physical presence, the risk vs potential reward math doesn't work.

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Coronavirus Statement - ISC West | Las Vegas, NV

#1, thanks for sharing the ISC West statement. It is from yesterday, the 29th where they affirm:

ISCW will run as scheduled.

They emphasize they are following guidance from the WHO and also working on contingency plans:

We are also working with authorities and our venues to put contingency plans in place as the situation develops.

Related and worth noting, shortly after we released this post, the WHO declares the new coronavirus outbreak a Public Health Emergency of International Concern while emphasizing that:

The Committee does not recommend any travel or trade restriction based on the current information available.

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Interesting, I missed that, thanks for sharing. Related, I just saw Dahua USA tweet that it's "headed to #ISCWest2020 in March".

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I see a prime brand awareness opportunity for exhibitors here: have paper masks embossed with your logo & hand those out instead of pens & candy.

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have paper masks embossed with your logo

You are not the first person I heard to say or joke that. It could be in poor taste but it could be in high demand. When it gets closer to ISC West, I will post this as a discussion.

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Good luck getting them. Where do you thi K they are made? Foxconn is switching production from iPhones to face masks to meet demand due to requests from PRC.

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I wish them all the best to be healthy and safe.

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This is a very worrying virus, from what I understand it has already spread to all parts of China so dispite the dramatic action taken by the Chinese government it seems the cat is well ant truly out of the bag.

I believe the incubation period can be ip to 14 days, during this time people with the virus can show no symptoms but still be contagious.

So assuming it's all over China now then to stop it spreading to most of the population there they need to effectively lock down the entire country for at least 14 days.

I dont think this is practical or possible, but travel restrictions can be put in place and businesses kept closed to prevent people travelling back to work.

However from a purely practical point of view, it could well be that even if in 14 days the virus spread peaks and starts to decline, there still needs to be a period after this to prevent it starting up again.

I have a bad feeling that this will affect Chinese business for many months.

Then even when people return it will take some time to get the supply chain pumped up again, then there is the export infrastructure that will need to get back up to speed after a protracted shutdown.

Container vessels out of place as they have not sailed to china, air transport will take a little time to get back to speed.

These are all issues than can be solved in weeks, but this could have a serious knock on effect on just about everything not just the security industry.

I do hope I am being over pessimistic but it's not looking good at the moment.

And this is just the business cost, nevermind the human cost.

If as I believe the virus has a mortality rate of 4% this could result in a death toll in the hundreds of millions just in china if it spreads to everyone

On a posative note action is being taken and the Australians have isolated the virus so work can start on a treatment and a vaccine.

As I type this the WHO have just declared this a global emergency

Let's hope the shortage of a few CCTV products is all we need to worry about.

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Along with the supermicro server thing from last year, it brings up the issue of supply chain. If your company makes products only in one country, then yiu are at risk such as this. Think about the earthquake and the Sony sensors or Thailand and hard drives in the 90s.

It is critical to do business with companies that have redundant capabilities in case of natural disaster, emergency or political unrest...

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That's very easy to say, almost impossible for most companies in practice.

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Update: coronavirus has been declared a public health emergency in the U.S.:

the U.S. is temporarily suspending entry of most travelers arriving from China, or who have recently been in China, if they are not U.S. citizens.

No clarity when the suspension will be lifted.

This will impact many, if not most, China manufacturer operations as those companies have numerous PRC citizen managers that work or come to the US to do business. In particular, if not lifted in the next 6 weeks, it could block out a significant number of ISC West exhibitors.

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Update, SCMP: Singapore closes borders to all Chinese travellers to stem spread of coronavirus

Also, the PRC called the US move 'truly mean':

“The World Health Organization urged countries to avoid travel restrictions, but very soon after that, the United States did the opposite,” Chinese Foreign Ministry spokeswoman Hua Chunying said. “It’s truly mean.”

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Israel has implemented similar border restrictions. This caused an issue when the PRC ambassador to Israel compared blocking people from China entering to blocking Holocaust victims in WWII, with the ambassador later apologizing, per SCMP.

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Delta to temporarily suspend all U.S.-China flying | Delta News Hub:

Delta has decided to temporarily suspend all U.S. to China flying beginning Feb. 6 through April 30 due to ongoing concerns related to the coronavirus. Between now and Feb. 5, Delta will continue to operate flights to ensure customers looking to exit China have options to do so.

There are various airlines that fly from the US-China so this alone does not block travel generally but notable that Delta has made a decision to suspend for the next 3 months. I don't know the airline industry but wonder how much this reflects an expectation of low demand for such travel even if it is allowed.

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A friend of mine had her Delta layover in China cancelled/re-arranged on her way to Australia last week. Note, the change happened last week, the flight is sometime in the next 3 months as you stated.

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The Information reports that Huawei Hisilicon is impacted, with operations in Wuhan:

Huawei has been planning to beef up its research operations in Wuhan by building a new campus for an additional 5,000 workers, mainly for its chip subsidiary HiSilicon, according to a person with knowledge of the plans. Now, Huawei employees in Wuhan are struggling to keep their families safe, while being asked to find ways to work from home

Hisilicon has branches / offices in various locations in China so it is not clear how much they are impacted.

Hikvision lists 3 Wuhan division but, to the best of our knowledge, those are not significant operations relative to Hikvision's overall size:

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This tweet / video shows a close up look of the challenges:

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Update: PRC has criticized the USA's response to Coronavirus:

And the PRC has started claiming that Coronavirus will not be a significant issue long-term:

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Here is the official US proclamation of the 'suspension of entry': Proclamation on Suspension of Entry as Immigrants and Nonimmigrants of Persons who Pose a Risk of Transmitting 2019 Novel Coronavirus | The White House

Worth noting that it is not against PRC citizens but against anyone who has been inside of the PRC (PRC citizen, EU citizen, etc.) in the previous 14 days. US citizens meeting this condition are exempted though will need to be quarantined.

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The U.S, or any country, cannot accept the risk.

The chances that China is lying about the virus and the number of people infected are high.

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Update: Various sources, including PRC government columnist Tom Fowdy, are now reporting lockdown in Hangzhou:

A lockdown in Hangzhou could severely impact the video surveillance industry, given how much of the industry uses those 3 company's products.

And whatever disagreements industry people have with these companies, I certainly hope this epidemic ends as quickly as possible and minimizes pain from these extraordinary circumstances.

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How did the SARS outbreak affect Video surveillance manufactures back then? Not in the industry, I however am intrigued by the improved quality and variety of surveillance tools available to us today. Makes me feel a little safer.

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How did the SARS outbreak affect Video surveillance manufactures back then?

Renee, thanks for your first comment and good question!

Back in 2003, the PRC was a minor player overall in video surveillance. Dahua and Hikvision were both small companies, just a few years old, as an example.

How much this impacts video surveillance manufacturing is unclear but it has far more potential to impact manufacturing simply because the PRC is way, way more central to it than back in 2003.

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Thank you John.

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I have attended ISC West the last 9 years straight. Strong chance I break that streak this year if chinese manufacturers still attend.

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if chinese manufacturers still attend

If US policy holds until mid-March, no one who has been in the PRC in the previous 2 weeks will be allowed entry to the US. That will effectively accomplish that.

Of course, PRC nationals who live in the US, Canada, etc. and have not been in the PRC should and would be allowed to come.

I think will allow no better what may happen at ISC West at the end of this month.

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But you do realize it's a month and half from now and most likely will pass by then or the Chinese economy can collapse and a shock wave will hit the rest of the world economy.

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But you do realize it's a month and half from now and most likely will pass by then

It would be great for everyone if this all passes in a month and a half from now. Not an expert in this space but it seems like mid-March will not be the end. Hopefully, by then, it will start declining but it's hard to imagine concerns will go away in 6 weeks. Again, I don't know, we'll have a much better idea at the end of this month.

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If the "global/international" hall exists, I am still weary and will not attend. Numerous countries in that hall work with and surround China...simply not worth the risk whatsoever.

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That's just plain racist fyi...

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Not racist whatsoever. Any "most likely" will pass or minimal risk is a risk I say not worth your life?

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I fail to see how that comment was racist at all. Being proactive about your health, and who you choose to be exposed to during an epidemic is completely different than not wanting to be around them due to their race.

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I don't think its racist, I think it's being prudent.

There are real incidents of racism happening, reports of Chinese looking people being harassed and abused because of the virus.

This is totaly unacceptable.

However to say that someone will not attend an international event at this time as being racist is not only ridiculous its masking the real racist acts that are going on.

From my personal perspective I have cancled all non essential travel to events and meetings with any Chinese colleagues or international gatherings.

My friends both in China and surrounding countries, and those in the UK fully understand and agree with my actions.

I know that one Chinese company I work with has unilaterally and without making a fuss asked its workers who have returned from china recently to put themselves in quarantine for two weeks and work from home

I applaud this sensible and prudent action.

It has nothing to do with race, it has everything to do with being safe.

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Even further, if I am anyone that has to do booth duty, serving coffee, taxi driving, etc...I'm taking all measures like wearing appropriate masks and staying "away from crowds......"

Is this how the Walking Dead begins? sigh....Let us all be very hopeful all our doctors and scientists can control this.

Again, you have no idea how true the numbers coming out of china for those affected, or those that have left us.

Use best judgement folks.

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Update: The April 2020 Canton Fair is canceled. The event gets a reported ~200,000 buyers per year so it is a quite large and important event. The fact that they canceled it even though it was not scheduled to start for more than 2 months shows longer-term impact already.

Global Times:

China import and export fair complex announced the suspension of all exhibitions, considering epidemic prevention and control. The fair will maintain communication with relevant departments and timely release the reopening info, when available.

Reuters: China's Canton Fair suspends activities due to virus outbreak - Reuters

My understanding is that there are some video surveillance exhibitions at the Canton Fair but the bigger video surveillance ones are in the fall, this year Security China in Beijing in October.

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#icancellediscwest

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UPDATE: a Uniview employee posted an official company statement disclosing that production is halted until February 10 (like Hikvision.) The statement also effusively praised the PRC government, stating:

For now, only Wuhan City is severely affected, but all the infected patients have free treatment with no worries. Thanks to the great support from our Government, unmatched wisdom of China Medical Team and China's powerful medical technology. Everything is under control and we will get fine soon. Uniview Technologies is located in Hangzhou, South of China, everything is safe at present.

The idea that patients enjoy "free treatment with no worries" is patently false, with NPR reporting that Wuhan's hospitals are so overwhelmed that many infected people are being refused admission.

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SCMP has a video showing the lockdown in Hangzhou:

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Again, why would anyone willingly attend ISC West? Did you know that the incubation period can be up to 14 days with people showing no symptoms? Just because you pass an airport fever/temperature pass does not mean you do not have the virus.......

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The main 2 reasons I see are:

1. There have only been 13 cases reported in the US over a few weeks and it is not trending up.

2. There is an effective block to those coming from inside of the PRC right now.

I am definitely in the camp of taking this seriously and if I was inside of the PRC, like most there, I would be significantly concerned. But, from the US side, the risk seems very low.

Thoughts?

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We (USA) are taking in people from China. Our own hospitals can't even friggin regulate a person who tested positive and let them out. This virus is in the wild. Why go to such a crowded place full of people from Asia?

Patient that tested positive for coronavirus mistakenly released from U.S. hospital | WHP

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Why go to such a crowded place full of people from Asia?

There are 3.1 billion people in Asia who aren't in China. There are ~150 cases of nCoV (now COVID-19) for the rest of Asia (not including the 135 or so on that cruise ship in Japan).

Your risk of exposure is likely to be mathematically nil.

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So you're saying there's a risk... (somewhat a movie reference)

Seriously though. There is risk, no doubt.

If there are known preventative measures, why not take them? Especially in this case (ISC West) where most of what you can see/learn/hear/conversate can all be done online?

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If there are known preventative measures, why not take them?

Because you're about 25000 times more likely to die in a car accident than catch COVID-19 and 5 million times more likely to die from falling than dying from corona that you won't catch at ISC West.

I'm not forcing you to go to ISC West, I'm just highlighting the improbabilities of you contracting it while you're there (and informing others of the non-risk)

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Campbell, I agree with you generally. However:

you're about 25000 times more likely to die in a car accident than catch COVID-19

How did you calculate that? Are you comparing all annual car accident deaths to deaths from coronavirus in the last 6 weeks?

At a higher level, I think it will be easier to make a decision or analysis closer to when the show starts in just over a month. If it trends down, that's a bullish sign but if cases start materially rising in the US, it can be a reasonable concern.

And then for the show, if no one comes from mainland China, that at least marginally reduces the attractiveness of the show, but if they are allowed, what type of risk or concern does that create for non-mainland China attendees?

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How did you calculate that? Are you comparing all annual car accident deaths to deaths from coronavirus in the last 6 weeks?

There abouts. The mortality rate in Wuhan is 4.3% which is considerably higher than the rest of the world including the rest of China so I used that figure. I mean sure, the ratio could change but according to doctors, it's unlikely that the mortality rate will get much higher. And unlikely that we would see the number of cases in mainland NA get any order of magnitude larger.

In the US in 2017, the lifetime odds of dying in a car crash was ~1:100 according to the National Safety Council. Odds of Dying - Injury Facts

I'm just assuming it's mostly accurate.

At any rate, the point still remains, even if the numbers move a few percentage points. You are still far more likely to die in a car accident than die or even contract it.

If the US reopens it's borders to visitors from mainland China by the time ISC West starts, then it will be pretty safe to say that the worst is over.

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In the US in 2017, the lifetime odds

Driving is a well-understood risk. The challenge with the new coronavirus is that it is not well understood. It's certainly better understood than 2 weeks ago but lots of people are going to discount for risks that are unknown, e.g., maybe Coronavirus cases will start ramping up in the US in the next few weeks, maybe it won't.

So, again, I agree generally but I worry about making specific quantitative claims with something so new.

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Driving to work is a necessity. Driving kids to school, driving anywhere, mass transit all of it is a necessity.

ISC WEST is VOLUNTARY.

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Thoughts?

ISC West is 6 weeks away.

Corona incubation is 2 weeks.

There is currently a travel ban enforced between China and the US (and other western nations such as Australia).

There are 42000+ cases in China and less than 200 for the rest of the world.

So whilst it's a PH emergency, for the general public outside of China, there appears to be little risk of exposure and certainly little to be gained from self imposed quarantine from public events.

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BTW, does this mean hikua prices go up since they are in such high demand and will be scarce for the moment? I was just at ADI and there were no sales other then some of their NVRs.

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BTW, does this mean hikua prices go up since they are in such high demand and will be scarce for the moment?

No, it just means that Hikua will not hold a fire sale this week.

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Here is a quite measured post that explains the risks of Coronavirus spreading, key excerpt:

For the flu, R0 is 1.3 and CFR is 0.1%. For 2019-nCoV, experts currently estimate R0 to be ~2.6 (2x the flu) and CFR to be ~1.5% (15x the flu). If we are not able to reduce these numbers quickly and drastically, 2019-nCoV could become a pandemic that infects over 1 billion people and results in over 10 million deaths...

R0 is driven by three main variables:

R0 = transmission risk (p) x contact rate (γ) x duration (D)

Reducing any of the three variables above (p, γ, and D) will lower R0. For example, if people wear face masks and wash their hands more frequently, that would lower the transmission risk (p). If people do not spend as much time in groups or self-quarantine at home, that would lower the contact rate (γ). And if infected people get diagnosed early and receive medical care as soon as possible, that would reduce duration (D)....

The fact that 2019-nCoV is spreading much more quickly than SARS almost two decades later indicates that something significant is different this time. Perhaps the biggest difference with 2019-nCoV is asymptomatic transmission. SARS was only contagious after symptoms (including fever) were present. This made it possible to rapidly screen people who might have the virus and immediately lower R0 as a result.

What I took away from this is that it could turn out well, i.e., the quarantines and the precautions may 'stop' it but if it gets 'loose' it could turn out to be devasting, far greater than car accident deaths.

I still agree with Campbell, though I do think things still could change significantly for the worse in the next month.

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China Law Blog: The Coronavirus Is Wreaking Havoc on Supply Chains: What You Can Do About It

That's a good overview. That law firm has extensive connections to China manufacturers so they have a good pulse on things, though it's not clear if they know any specific surveillance manufacturers.

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China Dahua partner EmpireTech shared a message from Dahua that is similar to Hikvision's about coronavirus impact:

The outbreak of coronavirus in China has caught global attention and extensive measures has been taken by Chinese government to contain the further spread of the virus. As one of the containment measures, the Chinese New Year holiday will be extended until February 9. February 10, 2020 will be the first working day for Dahua Technology with the current arrangement. The preparation of resuming production has been put in place orderly. After normal operation from February 10, we will resume the production according to the sequence of orders received to ensure the continuous delivery to our valuable partners and customers. In line with this, we recommend you to place your order as early as possible to ensure on-time delivery of your products and solutions. Dahua Technology, as a responsible global player in security industry, has issued instructions to all employees (both inside and outside China) who are returning from CNY holiday, to work at home and undertake self-quarantine for 14 days. Customers who have made appointments with our colleagues for the coming days may need to reschedule. We sincerely apologize for the inconvenience caused. Rest assured that the whole Dahua team is working hard to support your business and its continuous product supply. Should there be any developments, we will inform you in a timely manner. Thank you very much for your understanding.

He called out 7 models out of stock and said:

Due to the virus infection, we have some models lacking of stock now till the end of this month, maybe March.

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How come ISC west isn't announcing how many companies from China cancelled and what is the status of the conference.

Other conferences put out announcement about this subject.

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How come ISC west isn't announcing how many companies from China cancelled and what is the status of the conference.

Reed (ISC West) has a generic statement here. Earlier this week, we asked them specifically about the impact on the show and Chinese manufacturers. They said they would respond end of this week and we will post on this next week.

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Cancelled: The Mobile World Congress, which gets ~100,000 attendees each late February has cancelled their 2020 event:

With due regard to the safe and healthy environment in Barcelona and the host country today, the GSMA has cancelled MWC Barcelona 2020 because the global concern regarding the coronavirus outbreak, travel concern and other circumstances, make it impossible for the GSMA to hold the event.

Up until now, I assumed there was no way ISC West would be cancelled but if the Mobile World Congress is shut down, then ISC West may possibly.

However, Mobile World Congress made this decision just 12 days before the start of their show (Feb 24th). ISC West does not start until March 17th.

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Never underestimate the greed of our industry.

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RSA conference issued a statement as well saying most Chinese companies cancelled and they will update on status

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RSA conference issued a statement

Thanks for sharing. Here is the RSA statement, key excerpts:

RSA Conference plans to proceed as scheduled.

Approximately 83 percent of our current registered attendees are from the United States as are 82 percent of our exhibiting organizations. The travel restrictions implemented by the U.S. Government on January 31, 2020 remain in effect and according to the CDC’s latest situation summary, the health risk from Coronavirus for the general American public is considered low at this time.

Interestingly, RSA says most of the China exhibitors have canceled:

there were nine companies from China signed up to exhibit at RSA Conference 2020. Of those nine companies, six have canceled due to travel restrictions. We’re reaching out to the remaining three companies to gain a better understanding of their unique situation and will update this communication with more details once we have additional clarity.

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ISC should delay the show until after May.

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I don't think delaying / rescheduling is logistically feasible, with other events booked at the Sands, etc. Not an expert in this space but my suspect it's either do it or cancel for the year.

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Maybe I could get my dream of FINALLY having an ISC West in some other city! I'm so very sick and tired of Las Vegas...

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The responsible thing to do is to cancel or delay it. I was just trying to let the industry greed still happen by delaying it.

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There are 21 conventions scheduled at the Sands between today and the week of March 16. At least five are labeled "international" or "world".

You would think it would be national news if these types of conventions were a concern.

With the US Department of State and CDC travel warnings, restrictions and quarantines, as well as the airline restrictions, you would think we would have heard about any special concerns surrounding conventions in Las Vegas, not to mention anywhere in the United States.


Washington Times - Feb. 5, 2020 at 3:09 p.m. CST

Travel between the two countries has been all but shut down, as U.S. officials work to prevent the spread of the virus, which, as of Wednesday, has infected more than 24,000 people, killing 490, in China. Two people have died in Hong Kong and the Philippines; 11 people in the United States have been diagnosed with the virus.

Live updates on the coronavirus outbreak

Three major U.S. airlines — American, Delta and United — have halted all flights between China and the United States, and foreign nationals who have been in Hubei province, the epicenter of the coronavirus outbreak, are no longer being allowed to enter the country. American citizens and green-card holders who have been in that region in the past 14 days are allowed to enter the United States but are required to be quarantined for two weeks.

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In regards to this topic, it's not as though it's unprecedented / impossible to cancel an event. A similar decision has been made to cancel a much larger event, the Mobile World Conference in Barcelona, for exactly this reason MWC 2020: Smartphone showcase cancelled over coronavirus fears - BBC News

Admittedly, this event was planned for Feb 24th through 27th so a full three weeks before ISCW, but with the uncertainty surrounding the virus it was the most prudent decision for them especially with major companies deciding not to participate.

In regards to the argument that three major airlines have halted flights, the same can be said for Iberia which cancelled their flights.

Yes, decisions are being made to make it more difficult to gain entry (whether it's the US or Spain (or ....), but all it takes is one individual to spread this disease. Look at the cruise ship still quarantined in Yokohama where it's been determined that a "super spreader"; i.e. a single individual who didn't show any initial symptoms has now infected 175 individuals.

A confined space such as a trade show where you are shaking hands with people you know and have never met before is concerning.

As for today, I am still planning to attend the event, but as the date approaches I may change my mind.

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Whattup JH!?! I called it a month ago!!! :)

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Easier said than done...

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I got this spam supplier email today that places Dahua & Hikvision starting back up in March:

----- Forwarded Message -----

From: DSD Elina <sales19@ds*****com>

To:

Sent: Friday, February 14, 2020, 10:11:44 PM CST

Subject: RE: Shenzhen DSD are back working & attached Hikvision/Dahua stock list - DSD Elina

Hello Brian Rhodes,

Good morning!

Longer CNY holiday here cuased by the Virus, however it's under our Gov control, so we'll back normal soon I think. Don't worry about China, we are all fighting and cooperate together.

We start on line working at home during the 10th -17th Feb, to reduce the inconvenience for our clients. And we think we will be back company working soon.

I've download the ERP on my home computer,so during the 10-17th Feb, I can work like in company, can check the stock status & reply any questions & checking some prices, prepare proforma invoices & make shippments.

So my friend, pls text to me any questions or inquiry, I'll reply you at my fastest. ( Attached are Hikvision & Dahua ip stock list here, for the new orders from our stock, we can make shippment in 3 days, so you pls don't worry)

As Dahua & Hikvision their produce lines back working in March, so highly suggest you prepare your plan based on our stock list, to help your business goes fine in March. it's really.

Best Regards & Waiting for your earlier answer!

DSD Elina

Dahua & Hikvision 12 years top supplier! Huge stock in warehouse now!
SHENZHEN DSD TECHNOLOGY GROUP LIMITED

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From HK / China Dahua partner EMPIRETCANDY at IPCamtalk says:

From my latest news, they [Dahua] recover to 20% till Feb.25th,50% till Feb.29th, their target is to 80% till 10th.March. Same situation at hikvision too. Dahua and their suplliers don't have enough workers and materials. Let's see how they work this week. Last week, there is no new stock in, crazy

That sounds reasonable given other challenges we have heard from other dealers.

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Imagine the sheer amount of mass manufacturing shutdowns due to this virus. So much that it made immediate impact to air pollution.

NASA images show a decrease in China's pollution related to coronavirus - CNN

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Message from Dahua distributor EMPIRETCANDY about this now impacting Amazon:

Due to the bad spreading of the coronavirus, Amazon stopped all not necessairy items go into their warehouses in US. This will make all items price increasing on Amazon if the stocks can't be there fast. I told guys here before if you had something need to buy, better buy as earlier as possible. This will Start from March.17th-April.5th.

We will shut down our Amazon shop if we can't send stocks.
Hope the virus can be controlled well soon,God bless the world!

We have heard that in the US, Dahua and Hikvision have quite a lot of inventory built up from last year that they are still working through, so the impact may be more felt on new or specialty orders for now buying through distribution.

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