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

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

Dahua's North America (Dahua NA) branded and OEM sales revenue from 2014 to the present were revealed at a recent trial between the company and its ex-North American President.

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In this report, IPVM examines:

  • Dahua NA branded sales revenue 2014-2021
  • 2018 - 2021 projected brand sales trend analysis
  • Dahua NA total sales revenue 2014-2020
  • H1 2021 total sales and OEM role
  • Branded v. OEM sales breakdown 2018-2020
  • Comparison to Hikvision US
  • Future for Dahua NA

Executive *******

***** ******** ***** *******'* total ***** (******* + OEM) ** ~$*** ******* USD ** ****, ******* over ** **** ~$** million ** ****. *******, OEM ***** ***** **** up ~**% ** ***** sales. ******* ***** **** from $** ******* ** 2019 ** $** ******* in ****, ********* ****** by ***** ****** *****. Dahua ******** ******* ***** in **** **** ******** ~15% ** ~$** *******. However, *** ***** ****** strong, **** ***** ********* ~$201 ******* ** ******* for ** **** *****.

**** ******** ***** ******* numbers*** * ***** ************** ** ******* ********* ********* *** ******* Dahua *** *** **-***** America *********, ******** ******* ** *********** the ******* ** **** and ****. ******* ***** ** President *** **** ********* to ***** ******* ** the *****.

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

***** ******** **** *** / ***** ** ******** 2018, **** ***** ********** generating $*** ******* ** 2017 ******* *** ****. Dahua's ***** ***** ******* jumped **% ** ****, but *** ***** *********** drove **** ********* ******.

*****'* *** ********* *** FLIR ***/ ***** **** (code **** ****** *******) in *** ********* ********** it ** ****:

***** ** * ************ company. **********, **** ********** Dahua's ********. *** ** was ********* * ****, that's *** ****'** ******** to **** *** ******* to **. **** **** our ********. **** **** our ****** *********

***** **** **** ********* considerations *** ** ** continue ** **********, ** sell **** ** *** customers ******* **** *******.

**** *** ******* *** suspended, *** **** ****** after *** *********. *** thenthe ***** **** ** negotiated *** ** *******. But ***** * ***** of ***********, *** ****** acquisition ***** *** **** $20 *******.

****: *** ********* ******** price, **** ****, *** $29 *******.

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

***** ***** ******* ****** branded ***** ******* *** 2014 *** *** **** through ****, ** **** as *** ********** *** 2021. **** **** ***** started *** ******* ******** in ***** ******* ** 2014 *** **** **** branded ******** *** * quarter **** ****. *** branded ******* *** ****-**** was *** *********.

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

** ****, *****'* ******* revenue **** ** **. However, * *********** ******* of **** ****** *** inorganic. ***** ********* ********** Dahua-made, ****-******** ******* **** Dahua ***** *******. **** estimates ***** ******* ** be ***** ~** ******* annually, ***** ***** ***** grew ******* ~$** ******* organically.

** ****, *****'* ******* revenue **** **%. *******,*** **** ** ***** camera *****, ***** **** ********* to ** ****** $**-** million ***, ***** ******.

***** ******** *** **** branded ***** ******* ** be $** ******* ***, down ~**% **** ****'* $70 ******* ***. ***** camera ***** **** ****** in **** *** *** impact ** *** **** ban/******** *** ************* ************ ******** ** ****** more *******.

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

***** ***** ******* **** shared ***** ***** *******, that ** ******* **** OEM *****, **** **** through ****:

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

***** ***** ******* **** reported ** **** ***** sales ******* *** $*** million. ******** ** ***** seasonality, **** ***** ***** North ******* ** ** track ** ******* *** $320 ******* ** ***** 2020 *****. *******, ******* sales *** ********* ** be **** ($** ******* in **** ******** ** $70 ******* ** ****), implying *** ***** *** increasing.

******, *****'********** **** ******* ** the ********* "** ******** ****** an ***** **** ***** in *** **** ** months" *** ********* "***** works **** ************* ** OEM ********* ** *** United ******."

** ******* ** ** OEM**** ******** ******* ** sell ***** ** ***, ***** *** **** 100 ********* ********** *** US. **** ***'* ***** footprint, ** ** *********** that *** ********* ***** tens ** ******** ** dollars ** * **** just ** ******* * few **** ***** ** each ****** (********* **** ADI ********** *** ***** reps ** **).

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

******** *****'* ******* ******** has *****, ***** ***** revenue ********* ** ** dominated ** *** *****. In ****, ***** ***** America **** ~** ** much ** *** ******* compared ** ******* *******.

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

*******, ** ** ********** that ***** ********* ** make ~$*** ******* ** total ***** **** ** 2020 *** ****** ***** in ****. ****************** ** *** ** 2021 ****** **** *** H1 **** ******* ** the ** *** ~$*** million(** ~**% ** *** $1.4 ******* ******** ********).

***** ***** ******* *** said ** *** **** that ** *** **** about ~*/** *** **** of *********, *** ******* competitor ** *** **. If **** *********** ** correct, ** ***** **** Dahua ** *** ****** than ********* ** *** USA (***** *****, *** branded). *******, ** *** uncertain ** ****.

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

*****'* ******* ***** **** already ******* ** *******, especially **** *** **** of ***** *******. ** is ******* ******* *** company **** ******** ** hold *** ******** ** millions ** ***** ******* in ***** *******, ***** the ******** *** *** on ******** *** ****** authorizations.

Comments (6)

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

*** ***** *********** ******* from *** **********, ***** discloses **** **** ******** $8 ******* *** *****-**** patent ********* ** ****. Dahua **** *** **** clear *** **** ***** this ** ***, *** given *****'* ***** ****, that's *** * *** of *****.

*. **. ***** ******* a ********* ******* ** behalf ** *****,*******?

*. ***.

*. ****. *** **** was -- **** *** an $* ******* *************, correct?

*. ***.

*. *** ***** **** deal, ***** ***** -- could *** *********** *********** stuff **** ***** *********, right?

*. ***.

Agree
Disagree
Informative: 2
Unhelpful
Funny

**** ******* **** ** points *** **** * have **** ****** ** people *** * *****. There ** * *** of ******** ***** *** Dahua **** *** **** few ***** *** ** you **** ** **** IPVM, *** ***** ***** they *** ** *** trouble. *** ******** ** true ******* **** * top **** *********** ***** may ******* * *** of *******. ** *** question ** ******* **** IPVM ******* *** ******* convinced ** *** ****** (which * ***** **** btw) *** *** ****** are ** ***** *** bubble ** ****** *** in ***** ***** ****'* going ** ** *** world *** **** ******* their ***** ****. ** puts ****** **** *********** for ** ** ** relates ** ***** ******.

Agree
Disagree
Informative
Unhelpful
Funny

* ***** *** *** sales **** **** *****'* primary ********, *** * would ***** * **** portion ** ***** ****** do *** ******* **** are ****** ***** *******. This ***** ** **** likely **** *** ********** or ******* ****** *** Dahua ***** ****** ** less ****** ** ****** those ******* ******* *** OEMs ****** ** *** of ***** *** ** hide *** ***** ****.

***** ******* ***** ********** got * **** **** fever *** *****, ***** was **** ************ ** fear *** **************. ** the **** ***, **** probably **** **** *** Dahua *****, ** **** and **** ****** ******* that ********* *** ******* those ******** *** **** outright *****. **** *** report, ** ***** **** Dahua ******* ***** *** trending **** *****, *** that ***** *** ***** have **** ***.

Agree: 1
Disagree
Informative
Unhelpful
Funny

** ***** ** **** the ****** **** *** buying ***** *** **** care ***** *** $$

***** ******, **** **** traps, ******** *** ******** for ***** *********, ***...... - "**" , **** the $$ ******.

Agree: 3
Disagree
Informative
Unhelpful
Funny

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

* ***** *** ***** rights ****** ***, *** most ****** ** ***** America, *** ****** * strong ************* ** *** buying ********, **** *** just *** *** **** an *********** *** **** buyers (***). *** *** cyber ******** *************** *** a ****, ******, *****. The **** **** ****** keep ****** ***** (*** Hikvision) **** ***** ****** issues, ******* **** ***** shady ***** *** **********, shows **** **'* * price-first ****** *************, **** product *** ********* ***** a **** ******* *************.

Agree: 2
Disagree
Informative: 1
Unhelpful
Funny

* ** ******** ***** is **** **** */* of ***** ***** ******** sales **** **** $**** annually. ** ***** ****** FCC * ** ******** this ***** **** *** their ************ **** **** and *****. ********* *** average ******** *** ** clue *** ****** **** these ******.

Agree
Disagree
Informative: 1
Unhelpful
Funny
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