Longse Promoting Hikvision Partner Fullhan Chip Based Cameras

By Isabella Cheng, Published on Oct 14, 2020

With Huawei HiSilicon production being shut down at TSMC, camera manufacturers are pressed to find alternative SoC solutions. Longse, a China manufacturer, is now promoting its switch from HiSilicon to Fullhan chip cameras.

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While Fullhan is not well known in the West, most of its sales go to Hikvision.

In this report, we examine:

  • Longse's new Fullhan offerings
  • Fullhan's background, including its partnership with Hikvision
  • Fullhan v. HiSilicon
  • Recent challenges for HiSilicon and China semiconductor industry
  • Risks and opportunities

Longse ****** ** ******* *** *** *** ***** *******

** ******* *, ****, Longse ******** *** *** Fullhan *** ******* ** its******** ******** *** ********* *******, cropped *****:

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****** ********* ** **** that ** ** ********* its "*****" *******' ********* ***** with ******* *****. ****** is **** ********* *** "***" *** "**" ****** ****** *****, but **** ** ***** Rockchip ****** **** *******:

*** "*****" ****** *** changed **** ********* ***********/********* to ******/******, ***** *** "Pro" ****** *** "**" series ******* **** ********* 3516C/3516D/3516A ** ********'* ******/******. The **** ****** [*** this ******] ** **** HiSilicon ***** **** ******* supply ******. '

****** ********** ***** *** they ***** ******* ********* over ******, ******:

******* *** **** ****** SoCs *** * ****** of *****, *** ***** quantity *** ****** ***** are *** *************. **********, the **** ******** ** its ****** **** ** Hikvision *** ***** [* home ******** ***** ***** by *********], ** ***** market ***** ** ********** small. ***** * ****** of ***** ** ***** used ** ********* ********, Fullhan ****’ ********* *** reliability *** ****** ****.

***** ******** ******* **** told **** **** ***** manufacturers **** **** ******* on ***-********* ***** *** months ***, **** ** the ***** **** ** have **** * ************ promote ******* ***** *** explain **** **** ***** is * ****** ****** of ******* **** ********* production ********.

Fullhan **********

******'* *** *** *******,******** ******* **************** **., Ltd, *** *********** ** April **** *** ****** specializes ** ********************* ********** *** *** ****, ******** ******* **** makes ***** ******* ******* ******** *******(******, **** ********, ***** LED ******, ***). ******* has **** ********** ****** on *** ******** ***** exchange ***** ****.

******, ******* ******** ****** revenue ** ~*** ******* RMB (~$**.* ******* ***) with **.**% *** ******. Its ****** ****** ** 2019 *** ~** ******* RMB (~$** ******* ***) with **.**% *** ******.

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******* ******** ~*** ******* RMB (~$**.* ******* ***) revenue ** ***** **** ********** **.**% *** ******. Its ****** ** ** 2020 *** ~** ******* RMB (~$*.* ******* ***) with **.**% *** ******.

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**-**%** *******'* ****** ******* comes **** *** ******** products (****** **** *** SoCs). ******* ******** * decreasing ***** (~**%) ** its ******* ** ****** from ******** ******** ** H1 **** *** ** COVID-19 ******* ** *** industry ** ***** ****. Fullhan ****** ******* *** revenue ************, **** **% of ******* ****** **** domestic ***** *** **% overseas.

Fullhan *** ****-**** ************ **** *********

******* ** **** ******* for *** ****-**** ************ with *********.*********'* **** ****** *********** *** ******* *** (~$50 ******* ***) ** purchases **** *******, ********** for**.*% ** *******'* ***** sales ** ****.

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**** *******, *********’* **** Chairman *** *** ******* shareholder ***********, ** *******’* ********, as ******** ** *********'* 2019 ****** ******.

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**** *******’* ****, **** Chunmei ** * ***** Fullhan ***********, **** **.**% of *** *******’* ******.

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******* *** ******* * long ************ **** ********* allowing ******* ** **** stable ******* *** ** opportunity ** **** **** the ******* ****** ************ in *** *****.

Fullhan **** ** ********** *** ***-*** **** ********* *****

*******'* ********* *** ********* able ** ********** *** low ** ***-**** ********* chips, *** *** **** advanced *****. **** ******** why ****** ** ***** HiSilicon *** *** "*****" series, *** ** ****** for ******** **** ** its **** ******** "**" and "***" ******.

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****** ** *** ***** Fullhan's******/*********, ***** *** *** company's **** ******** *******, with ****** ********** *.*** format ******** ** *** and ****** ** * MP. ****** ** ********** to *** *************** ******. ***** ****** ** the **** ******** ****** that ******* ******, *** HiSilicon ********** ** ********** mid-tier, ** ********* ****** multiple ******* (***********,***********) **** *** ******* higher ********** *******. ******/**** are *** **** *** Fullhan **** ********* **** offer *.*** ********, ***** all ** *********'* ***** can ******* *.***.

Recent ********** *** ********* *** ***** ************* ********

****** ********* ** ******* is ** ******* ** recent ********** *** ********* and *** ***** ************* industry ** * ****** of ************ ****** ** trade ************. ****** ************* have **** ******* *** alternatives ** ********* ***** since********* ********** *** **** down** ****** ************* ************* Company (****) **** ****** due ** ** ***** restrictions. ********* ***** *** not ***** * ****** alternative ** ******* *** chips, ************ *** **** advanced *****. ***** ** has ********** ********* *** its ***** *********, ****** manufacturers **** ** **** to **** ** *** promote ***-********* ******* ** the ********* ********* **** not **** **** ** will ********* ** *** near ******.

********* ** ************ ********* Semiconductor ************* ************* *********** (SMIC), *****'* ******* *** most ******** *******, ******* significant **** *** *****'* relatively ************** ************* ********, industry ******* **** **** IPVM. ******* **** ********* are *** ******** ** apply *** * ******* from *** ** ********** of ******** ****** ********* US ********** *** **** use. ** ****'* ********** capacities *** ********, **** will ****** ***** ** producing *** *** ****** customers, ******* ******* ******** China **** ********* **** supply ******, ******** ************* say. ****** ********* ***** result ** ***** ********* for ************* *** ************ downstream.

Longse ********** ***** *******

***** **** ******* ***** chip ****** ***** ** squeezed *** ******* ** SMIC ********** ******, ****** says ******* ** * dependable *********** ******* *** SoCs *** **** ** TSMC, *** *** ****. Longse **** ******* *** that *********, ** *******'* largest ******** *******, *** been ******* **** ****** for ******* ***** ** TSMC *** ****** ***, so ******* *** *** ample **** ** ****** to ****** ******. *******, Longse ** ********** **** they **** ******* *** stock **** **** ** case ***** *** ****** issues ******* ******'* ****** for ******* ***** ** only ** *** ***** of ***,***, ***** *********'* demand ** ***** **** that.

Risks *** ************* *** ******

****** ** *** ** the ***** ************* ** advertise *** ********* ************, which ** ******** ** as * ****** ** increasingly ****** ** ***** restrictions. ***** ****** *** been ***** ** **** and ********* * *** SoC **** *** *******, it ***** ***** ***** as *** ** ****** more ***** ************ ** the ***** ************* ********. Further, ******* *** *** enjoyed *** **** ******** as ********* ** *** video ************ ********. ** is ******* *** *********** and ***-***** **** ***** to *******'* ***********.

*******, ** ** ******** that ****** *** ******* on *** **** *** of *** ***** ************* to ******** ****** ** alternative ** *********, ********** following **** ** ********* supply *********. ****** **** protect ****** *** *** customers **** *********-******* ***** by *********** ****** **** from ********* ****** **** waiting ** *** ** HiSilicon ** **** ** find * **** *********** to ****. ***** ******* is * ********** ***** China **** *******, ** enjoys * ****-******** *********** with *********, *** ****** will ** **** ** benefit **** *** ******* Fullhan ****** ******* *** relationship **** * *** player ** *** ***** surveillance ********.

Comments (12)

John Honovich

IPVM | 10/14/20 01:03pm

********, **** ****! ** anyone *** ***** ** less ********** ***** ****** for ******** ** *****, let ** ****.

ivan silaev

10/14/20 03:19pm

**** ********. *** * lot. **`* **********, **** Hisilicon ***** **** ** grow **** *** ******* as **** *******?

Isabella Cheng

IPVMU Certified | In reply to ivan silaev | 10/14/20 03:45pm

** ****, ****** *** your *******! * *****'* seen *** ************* ********** market *** ***** ******** China ************ **** *** mentioned ***** (****, *******, Vimicro) *** ***** ****** does **** ********** ** manufacturers *** ***** **** out **** ********* ** the ****** *** ***** need ***-**** *****. ****** designers **** ******* *** Mstar *** ******** ************ too.

* **** **** ** do **** ******** ** the ***** **** ********* and **** ** ***** more ***** **** ***** especially ** ** ***** seeing **** ************* ** HiSilicon's ********** **** ****. My **** ******* ** how **** *** ***-********* chips ******* *** ** they *** ***** * good ********** *** *********. Let ** **** ** there's * ********** **** maker **** ****** ***. I ** ***** ** research.

Avatar

Ermal Sallaku

Introvus Solutions
In reply to Isabella Cheng | 10/14/20 07:59pm

**** ***** ** ****!

ivan silaev

In reply to Isabella Cheng | 10/16/20 07:15am

** ********, *** **** about ******* ****** *** in * **** ********* companies ****** *** ***** also ******** ***, *** it *** **** **** ago, ** **** ******* they ******** *** *** ip ****** ** ** a **** * **** saw ***** *** *** PAL *******. **** ** interesting **** ******** **** back ** ******* ** not. **** **** *** good ********** ** *** development *** **** *** for * *******.

**** ****.

Brent Valeski

Ellipse Security, Inc.
10/14/20 04:19pm

********** ***** ** ********** in **** *********** ** this *******. ** **********, more *********** ** ***** alternatives ********* ***** *** Novatek. ****, ***** **** designers/manufacturers ** *** ***** will ******* *** **** from **** *****? ***** also ** ********** ** any ********** *********** ***** chipset *********** ******** ** HiSilicon ********. ***** ******* though, *** ****** ** at *** ***** **** we **** ********** **** very *****. :)

Isabella Cheng

IPVMU Certified | In reply to Brent Valeski | 10/14/20 08:43pm

******, *****. * ** definitely ********** ** ******** more ***** ***** *** Novatek ***-- ************ *******. We've ***** * *** about **** ** *** HiSilicon ********** ****** ******* unfolding **** ******, ** we *** ******* ** learn **** ***** **** and ******* ***** ******* and ******** *** *** readers.

Spencer Tsai

10/14/20 07:12pm

***** ****! ******!

*** ***** ***** **** alternative ******* ********* ********* for *** *** *** product?

Isabella Cheng

IPVMU Certified | In reply to Spencer Tsai | 10/14/20 08:41pm

** *******, **** *** found *** ****** ******. That's * **** ********, because, **** ** *************, HiSilicon **** *** *** ******* supplier ** ***** *** NVR/DVR.

******* **** ****** *** and *** *****, *** an ******** ****** *** told ** **** ****** the **** * ****** there ****** ** **** Fullhan ***/**** ** *** market. **********, ******* ***/**** currently *** ***** **** mainly **** ** *********.

*'** **** ***** **** research ** ***/*** ******* and ***** ******** ***** ********** **** suggested * *** ***-***** alternatives, ********* ***** ***********, Marvell, *** ******************. * will **** ** **** more **** **** ** see ******* ***** ************ are ***** ************ *** if ***** *** ******* China ** ****** ************ aside **** *******.

IPVM Image

Undisclosed Integrator #1

10/15/20 03:58pm

** ***,

** **** ******* ****-********* hybrid **** ** ******** a ******* ** * very *** ******** **** coax ** *** *****. Lilin ****** **** **** will ** ******** ** the ** ** * few ****** *** ******* to *** **** **** is *** *****. * am *********, *** **** it ***** **** *** Longse **** ** *********?

John Honovich

IPVM | In reply to Undisclosed Integrator #1 | 10/15/20 03:59pm

*** ********* ** **** are ******** **** *********. We ****** *** *** are ******* **. ** opened ** *** ******** it ** *** ***** Huawei, ******* ******'* *-****. Test ****** ** **** forthcoming ** *** **** week ** ***.

Undisclosed Manufacturer #2

10/17/20 08:36am

"******* **'** *** ** HEVC ********."

(* ***** ****'* * merch ****** ** *'** ever ***** ** ***!)

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