DW Races Hikvision To The Bottom

Author: John Honovich, Published on Aug 30, 2016

20% across the board price cuts are so last week. Literally.

Days after Hikvision concluded its second 20% across the board price cut in a month, Digital Watchdog has beat Hikvision with a 25% one.

In this note, we examine what DW is doing, what this signals for them and the broader market as the race to the bottom accelerates.

**% ****** *** ***** ***** **** *** ** **** ****. Literally.

**** ************** ********* *** ****** **% ****** *** ***** ***** ***** * *****, ******* ******** *** **** ********* **** * 25% ***.

** **** ****, ** ******* **** ** ** *****, **** this ******* *** **** *** *** ******* ****** ** *** race ** *** ****** ***********.

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

DW ***** vs ********* *****

**** ** **'* ***** ***** ******* *** ** ****** ****:

** **********, **** ** *********'* **** **** ****:

*** ********* ** ******* *******, ***** *** ***** *** ***** tiers ** ********* *** ** ** **** ********** ** **** have ** ******* ****** *** * ******** (******** **** ** least **%), *** ******* *** ******* ******* ** ***** ($*,*** vs $*,***) *** *** *** ******* ** ****** (**% ** 20%).

** **** **** **** **** ** ******** ** ** ** end ** ***** ******* **** ******** ******* *** ***********. **** are ********* ****.

Dangers ** ****

*******, ***** ** (*** *********) *** ** ******* *********** ** the ***** ****, *** *** **** ** **** * **** is ************ ********* *** ** *** *** ***** ******* *** owned ** * **********. **, **** **** *********** *********, ***** to **** ******* ** **** ** ********. ******** ****** ** 25% ** * **** *** ** ***** ******* *** ******** manufacturers. **** * ***** ******** **** ****** ** **** **** ******** this **** *** **** ** ** *** * ********** **** or * ********* ********* ** ******** ****-***** ** **** ** revenue.

********* ******** **** ****. *** **** ******* ************* *** ** price ***** *********, *** **** ****** **** *** ** ********** go *** ** ********. ********* *** ****** ** **** ***** in ***** ******* ($* ******* *******, ******* ********** *********, **** advantage ** ******** ******, ***.). *** ******* ************* ******.

** *** ***** ****, ** ** **** ** ***** ** or *** ***** ******* ************ **** **********. ** ** ****** a **** **** **** ******** *** ** *** ** * necessary *** **** ********* ** ******** ***+ ******** ** *** ***** combined **** ************* ***** **** **** **** ********* **** ***** ************'* business.

*** *** ***** ** ***** ** ***** ** ** ***** **** upmarket. ****** **** *** (******* *****) ****** **** **************** ***** *** ****** *** ******* *** ******* (*** **** **** **** to ****) ** ** ***** ** *** **** ****** ** ******** **** Hikvision ** *** ******, ** *** ******.

Comments (9)

*** **** ****** * ************, ** *********** * *****/***** ***?

* **** *** *** ******* *** ***** '***', (** **** their ***), *** ***** **** ** *** **** ** ************ by ***** **** *** ***** ******** *******?

** *** **** ** ** *************, **** *** * ****** / ******** ****** ******* *** *** ****** *************.

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

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

*** *** ****** **** *** *** *** ** ***** ** someone ****'* *******?

** ** **** ********* ******** *** ******* ****/********* *** ************?

* ***** ****** ******* ***** ***** **** *** * **** smart ******** ** ********* ** ***** ******* **** **** **** importers.

** ** **** ********* ******** *** ******* ****/********* *** ************?

********* ********** / **** *** ********* *** ************. ** **** is **** *** **** ** '********' **** ***.

***** ***** **** *** * **** ***** ******** ** ********* to ***** ******* **** **** **** *********.

***? **** *** ***** ** *** ****** *** *** ******* and *** ******** ** ****** **** ****** ******* ** ***** Chinese ******* ********. *** ***** ** **** ********* **** ** go ***** ****?

*** *** *** ****** *** ************ *** *** **** *** they **** **** * *** ** ******* ** ** ****** you ******** **** **** ** *** ****** ** *** ** back ** * ********** *****. **** ** **** ** ***** vendor, ****** ***** *** ***/********* ************.

******* ******** *** *********, ***** * ** **** *** ****** in ******* ** *** ******.

*** *** **** ******** ***** **** **** ** * *** video ******* **** **** ******* ******* *** ******* ******. **** back ** *** ********* ******** *******.

*** *** **** ******** ***** **** **** ** * *** video ******* **** **** ******* ******* *** ******* ******. **** back ** *** ********* ******** *******.

**** ** *** ********* ************* *** **** **** *** ***** here.

****** **** * ******** **** *** **** *******. **** ******* you *** ** **, **** *** **** ** **.

***** **** ********* ** ****** * ******** **** ******** ********, 15% *** **** ***** ********. **** ** ** ***** * little **** ***********, *** ****** ** *** *** *******, **** hope **** *** **** ** ******* *****.

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