Hanwha Techwin Dropping Huawei

By John Honovich, Published Jun 06, 2019, 08:12am EDT (Info+)

Hanwha Techwin is dropping Huawei Hisilicon from all of their products, the company has confirmed to IPVM.

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Inside this note, we examine Hanwha's move, why Hanwha is doing this and what this means for the video surveillance industry.

For background, see IPVM's report Huawei Hisilicon Quietly Powering Tens of Millions of Western IoT Devices.

Dropping *******

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

******* **% ** *** ******* ** camera ****** *** ** ******** ********* SoC. ** *** ** *** ******* of ********* ***** ** ******* ** Ambarella, *** *** *** ****. ** anticipate **% ** ***** ******* **** be ************ ** *** *** ** this ****, ***** *** ********* **** be ********* ** ** ** ****

*** ***** ****** **** *** *********, with ****** ****** **** ***** ****** month ** ***** ** ***** ******* changes **** **** ***** (*******:****** *** *** * ******* *******).

** *******, ******, ****** *** **** Huawei ** *** ***** **** ******, e.g., **** ********'* ****** **** * ****** *********** * ********* ****:

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Replacement ****** *** ********* *****

****** **** **** *** ********* ****** with * ******* ** ***** *** Wisenet ***** *** ********* *****. *********'* CEO****** **** *** ** ***** ** investor ****:

****** ******* ***** *** * ********* customer *** **** ************ ** **, not **** ** *** ** ****, but **** ** *** ***** *******

Huawei *****

****** ** ******* ***** ** **** ********** ****** ******* '*** *******' ** *** ** 'entity' ****. ** ******** ** ************* ********, Huawei *** ***** ****** ***** ******** which ***** ****** ***** ******* ** produce **** ******** **** ** ********* chips.

Hanwha's ******* *****

****** *** **** *** ******* *********** of ***** ****, ** *** ****** manufacturer *** ******** ******* ** **** new ******* *********** *** ***** ************ growth ** *** **** **** **** Dahua *** ********* **** *** ***** barriers. ** **********, ****** *** **** well **** ******** *** ****** *********** that ****** ***** **** ******** *** do *** **** ** **** ******* association ** *** ** ** ********** banned ********.

*** *** ** ****** *** *** most ******* **** *** ****** *** dropping **** **** ********* ****. *** biggest ******** **** ** *** ********* impact ** ******'* ***** **** **** the ****** **** ****** ** *** market.

Vote / ****

Update *** ****

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

*** * ****** *** **** * series ******* (****** ***-******/**) **** **** migrated ** *********.

***** *** * ******* ** * series ****** **** **** ** ************ between **-** **** ****.

Update ****

****** *** **** *** ******** *** NDAA **********.

Comments (4)

Moving to their own SoC isn't that surprising, but I thought Ambarella had long since exited this space, and put all its ponies in the Cell phone and IoT space.

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No, Ambarella is a pretty significant supplier for IP cameras, both commercial and residential.

Indeed, as their GoPro business declined, Ambarella is now mostly a security camera SoC provider, as this slide from their recent investor deck shows:

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Update: Hanwha Techwin says that:

All L series and most Q series cameras (except QNE-7080RV/VW) have been migrated to Ambarella.

There are a handful of P series models that will be transitioned between Q1-Q4 this year.

Agree: 1
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Here is a picture of the SoC of one of the new Q series cameras with the Ambarella chip. The camera is made in Vietnam or South Korea.

Agree: 2
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