Dahua North America Branded and OEM Sales (2014-2021) Examined

By Isabella Cheng, Published Oct 14, 2021, 09:08am EDT (Research)

*****'* ***** ******* (***** **) ******* and *** ***** ******* **** **** to *** ******* **** ******** ** a ****** ************ *** ******* *** *** **-***** American *********.

IPVM Image

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

  • ***** ** ******* ***** ******* ****-****
  • **** - **** ********* ***** ***** trend ********
  • ***** ** ***** ***** ******* ****-****
  • ** **** ***** ***** *** *** role
  • ******* *. *** ***** ********* ****-****
  • ********** ** ********* **
  • ****** *** ***** **

Executive *******

***** ******** ***** *******'* ***** ***** (branded + ***) ** ~$*** ******* USD ** ****, ******* **** ** from ~$** ******* ** ****. *******, OEM ***** ***** **** ** ~**% of ***** *****. ******* ***** **** from $** ******* ** **** ** $70 ******* ** ****, ********* ****** by ***** ****** *****. ***** ******** branded ***** ** **** **** ******** ~15% ** ~$** *******. *******, *** sales ****** ******, **** ***** ********* ~$201 ******* ** ******* *** ** 2021 *****.

**** ******** ***** ******* ********** * ***** ************** ** ******* ********* ********* *** ******* ***** *** its **-***** ******* *********, ******** ******* ** *********** *** ******* in **** *** ****. ******* ***** ** ********* *** Wang ********* ** ***** ******* ** the *****.

FLIR *** / ***** *********** *********** ********* ******

***** ******** **** *** / ***** in ******** ****, **** ***** ********** ********** $*** million ** **** ******* *** ****. Dahua's ***** ***** ******* ****** **% in ****, *** *** ***** *********** drove **** ********* ******.

*****'* *** ********* *** **** ***/ Lorex **** (**** **** ****** *******) in *** ********* ********** ** ** such:

***** ** * ************ *******. **********, they ********** *****'* ********. *** ** was ********* * ****, ****'* *** they're ******** ** **** *** ******* to **. **** **** *** ********. They **** *** ****** *********

***** **** **** ********* ************** *** us ** ******** ** **********, ** sell **** ** *** ********* ******* this *******.

**** *** ******* *** *********, *** then ****** ***** *** *********. *** thenthe ***** **** ** ********** *** 50 *******. *** ***** * ***** of ***********, *** ****** *********** ***** was **** $** *******.

****: *** ********* ******** *****, **** FLIR, *** $** *******.

Dahua ******* ***** ******* ****- ********* ****

***** ***** ******* ****** ******* ***** revenue *** **** *** *** **** through ****, ** **** ** *** projection *** ****. **** **** ***** started *** ******* ******** ** ***** America ** **** *** **** **** branded ******** *** * ******* **** year. *** ******* ******* *** ****-**** was *** *********.

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2019 - ********* **** ******* ***** ********

** ****, *****'* ******* ******* **** by **. *******, * *********** ******* of **** ****** *** *********. ***** converted ********** *****-****, ****-******** ******* **** Dahua ***** *******. **** ********* ***** cameras ** ** ***** ~** ******* annually, ***** ***** ***** **** ******* ~$10 ******* ***********.

** ****, *****'* ******* ******* **** 75%. *******,*** **** ** ***** ****** *****, ***** **** ********* ** ** around $**-** ******* ***, ***** ******.

***** ******** *** **** ******* ***** revenue ** ** $** ******* ***, down ~**% **** ****'* $** ******* USD. ***** ****** ***** **** ****** in **** *** *** ****** ** the **** ***/******** *** ************* ************ ******** ** ****** **** *******.

Dahua ** ***** ***** ******* ****-****

***** ***** ******* **** ****** ***** sales *******, **** ** ******* **** OEM *****, **** **** ******* ****:

IPVM Image

H1 **** ***** ***** ******* ******, *** *******

***** ***** ******* **** ******** ** 2021 ***** ***** ******* *** $*** million. ******** ** ***** ***********, **** means ***** ***** ******* ** ** track ** ******* *** $*** ******* in ***** **** *****. *******, ******* sales *** ********* ** ** **** ($60 ******* ** **** ******** ** $70 ******* ** ****), ******** *** sales *** **********.

******, *****'********** **** ******* ** *** ********* "** ******** ****** ** ***** with ***** ** *** **** ** months" *** ********* "***** ***** **** approximately ** *** ********* ** *** United ******."

** ******* ** ** ******* ******** ******* ** **** ***** is ***, ***** *** **** *** ********* throughout *** **. **** ***'* ***** footprint, ** ** *********** **** *** generates ***** **** ** ******** ** dollars ** * **** **** ** selling * *** **** ***** ** each ****** (********* **** *** ********** its ***** **** ** **).

Dahua ** ******* *. *** ******* ********* ****-****

******** *****'* ******* ******** *** *****, total ***** ******* ********* ** ** dominated ** *** *****. ** ****, Dahua ***** ******* **** ~** ** much ** *** ******* ******** ** branded *******.

IPVM Image

Compare ** ********* ** ~$*** ******* ** ** ****

*******, ** ** ********** **** ***** continues ** **** ~$*** ******* ** total ***** **** ** **** *** likely ***** ** ****. ****************** ** *** ** **** ****** that *** ** **** ******* ** the ** *** ~$*** *******(** ~**% ** *** $*.* ******* overseas ********).

***** ***** ******* *** **** ** the **** **** ** *** **** about ~*/** *** **** ** *********, its ******* ********** ** *** **. If **** *********** ** *******, ** would **** ***** ** *** ****** than ********* ** *** *** (***** sales, *** *******). *******, ** *** uncertain ** ****.

Future ******* - *** ************* ********** *******

*****'* ******* ***** **** ******* ******* to *******, ********** **** *** **** of ***** *******. ** ** ******* whether *** ******* **** ******** ** hold *** ******** ** ******** ** total ******* ** ***** *******, ***** the ******** *** *** ** ******** and ****** **************.

Comments (6)

John Honovich

IPVM | 10/14/21 01:11pm

********, **** *********!

*** ***** *********** ******* **** *** transcript, ***** ********* **** **** ******** $8 ******* *** *****-**** ****** ********* in ****. ***** **** *** **** clear *** **** ***** **** ** for, *** ***** *****'* ***** ****, that's *** * *** ** *****.

*. **. ***** ******* * ********* license ** ****** ** *****,*******?

*. ***.

*. ****. *** **** *** -- that *** ** $* ******* *************, correct?

*. ***.

*. *** ***** **** ****, ***** could -- ***** *** *********** *********** stuff **** ***** *********, *****?

*. ***.

Agree
Disagree
Informative: 2
Unhelpful
Funny

Undisclosed Manufacturer #1

10/18/21 01:45pm

**** ******* **** ** ****** *** what * **** **** ****** ** people *** * *****. ***** ** a *** ** ******** ***** *** Dahua **** *** **** *** ***** and ** *** **** ** **** IPVM, *** ***** ***** **** *** in *** *******. *** ******** ** true ******* **** * *** **** perspective ***** *** ******* * *** of *******. ** *** ******** ** whether **** **** ******* *** ******* convinced ** *** ****** (***** * agree **** ***) *** *** ****** are ** ***** *** ****** ** simply *** ** ***** ***** ****'* going ** ** *** ***** *** just ******* ***** ***** ****. ** puts ****** **** *********** *** ** as ** ******* ** ***** ******.

Agree
Disagree
Informative
Unhelpful
Funny
Avatar

Brian Karas

Pelican Zero
In reply to Undisclosed Manufacturer #1 | 10/18/21 01:51pm

* ***** *** *** ***** **** been *****'* ******* ********, *** * would ***** * **** ******* ** those ****** ** *** ******* **** are ****** ***** *******. **** ***** it **** ****** **** *** ********** or ******* ****** *** ***** ***** itself ** **** ****** ** ****** those ******* ******* *** **** ****** go *** ** ***** *** ** hide *** ***** ****.

***** ******* ***** ********** *** * bump **** ***** *** *****, ***** was **** ************ ** **** *** misinformation. ** *** **** ***, **** probably **** **** *** ***** *****, as **** *** **** ****** ******* that ********* *** ******* ***** ******** was **** ******** *****. **** *** report, ** ***** **** ***** ******* sales *** ******** **** *****, *** that ***** *** ***** **** **** off.

Agree: 1
Disagree
Informative
Unhelpful
Funny

Undisclosed Manufacturer #2

In reply to Brian Karas | 10/18/21 02:07pm

** ***** ** **** *** ****** that *** ****** ***** *** **** care ***** *** $$

***** ******, **** **** *****, ******** for ******** *** ***** *********, ***...... - "**" , **** *** $$ counts.

Agree: 3
Disagree
Informative
Unhelpful
Funny
Avatar

Brian Karas

Pelican Zero
In reply to Undisclosed Manufacturer #2 | 10/18/21 02:16pm

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

* ***** *** ***** ****** ****** are, *** **** ****** ** ***** America, *** ****** * ****** ************* in *** ****** ********, **** *** just *** *** **** ** *********** for **** ****** (***). *** *** cyber ******** *************** *** * ****, proven, *****. *** **** **** ****** keep ****** ***** (*** *********) **** these ****** ******, ******* **** ***** shady ***** *** **********, ***** **** it's * *****-***** ****** *************, **** product *** ********* ***** * **** distant *************.

Agree: 2
Disagree
Informative: 1
Unhelpful
Funny

Undisclosed Manufacturer #3

10/18/21 03:58pm

* ** ******** ***** ** **** than */* ** ***** ***** ******** sales **** **** $**** ********. ** Dahua ****** *** * ** ******** this ***** **** *** ***** ************ like **** *** *****. ********* *** average ******** *** ** **** *** really **** ***** ******.

Agree
Disagree
Informative: 1
Unhelpful
Funny
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