Bosch / SAST / OSSA [Azena] Aims To Be Industry Standard IP Camera OS and App Store
Bosch is betting tens of millions of dollars that their spinout SAST (Safety and Security Things) will become the defacto standard OS of IP cameras with an industry-wide app store fostering the mass use of AI analytics.
Simultaneously, a new Alliance, the OSSA has formed, with Hanwha, Milestone, Pelco, and Vivotek, joining Bosch.
Inside this note, based on IPVM's discussions with Bosch, SAST, and OSSA, we examine:
- Why this will either financially fail completely or generate a cash cow for Bosch
- The relationship between Bosch, SAST, and OSSA
- How SAST is being built
- What to expect from partners like Hanwha, Milestone, Pelco, and Vivotek
- Which apps to expect for IP cameras
- How this compares to Axis ACAP and how Axis is 'Apple' in this competition
- IPVM's expectation for SAST / ACAP
UPDATE: April 2019 - added new developments shown at ISC West 2019.
App ****** *** ****** ******
** ****, ****$** ******* *** **** ** ***** across ***** *** ***** *** ****** Play, **** **** $** ******* ** revenue *** ********* ****-****** ******* ***** to ***** *** ******. ********, *** store ******* *** ****** ********* ** grow ******** ** **** **% ********.
**** **** *** ********* *** **** will ****** *** ** ******* *** it ** ** ********* **** ******* apps *** ****** * **** ***** and ********** ******** (*.*., ***** *** sales **** **** **** ** ** total ***** ************ *****).
********, *** ********* **** ******* **** app ****** **** **** *********** ******* and *********** **** ***** ******* ****** in, *.*., *** ********** **** * rival ****** ***** *** ***** ****** this ******* *** **** **** ** quite ***.
Fail ** **** ***
*** ****** *** *********** ** *** or ******* ******. *** *** *** store ** ** **********, ** ***** to ****** *** * ** ***** conditions:
- ******** ****** ************* ** *** ** (in *** ** ****** ****, ***** surveillance ************* ** *** **)
- *** ********** ** ******* **** *** it
- ***** **** ***** **** *** ***** using
**** ***********, *** *** ***** **** need ** ***** * ***** *** of ***** ** ***** ****** ** pull **** ****** ******** *** **** unlikely *** *** ****** *** **** years. *******, ** *** *** ***** eventually ********, ** *********** **** *** market *** * *********** *** ** all ***** **** ***** ******* ** for *****, ** *** ******* ** come.
Relationship *****, **** *** ****
***********, ***** ** ******* *** ** this. ***** ***** ******** ******** ** at ***** ******** ****, *** *********** with *** ******* ** ***** **** Bosch ** ******* *** **** ***, most ***********, ******* *** ******* ** make **** ******.**** ********* ******** "***** ***** *** *********** ***** start-up" *** **** **** *** "*********** closely **** *** ****". *******, *** OSSA ******** ** *********** ******** ********* on *** **** ** / *** store *** *** ** ***** ********* (e.g.,**** *** ********* **** ***** [**** ** ****** available]).
** *** ******** ****, ***** ** fairly **** ******* ** ******** ******** which ********* *********** ********. ** * counterexample, ** ******** ** ********* ********* to ****** **** ** ********, ***** well-deserved ********** *** ******* ** **** all ******** ***** **** **** ** alliance * ***-*******.
SAST ********
**** ** ********** *** ** *** app ***** ***** ** *******. **** already **** * **** ** ~** engineers (*** *******), ******* ** ****, ********* *** building **** ******* ** **** ** IoT / ** ****** ********* ********. Qualcomm *** *** ***** *** ******** to *******, *** ********* *** ******** joined *** ********. **** ******* ***** cameras ** **** **** ***** ** / ******** ** ****.
**** **** ******* *** ****** ** app ***** **** **** ***** ********** to ******* ** ****** **** *** end ***** / *********** ** *** and *** ***** ****.
**** **** **** ***** ** ****** a *** ** *** ***** ************ (while **** ******** ** **** ***** percentage ***, ************ *** ****** **** 30%). **** **** *** ** ******** for ***** ******** ** ***** *** no ******* *** ******* ******* **** for ******* *************. *******, *** ************* will ** ******** **** ****** *** revenue.
OSSA ********
*** **** ******** & ****** ******** (OSSA), ***** **** ********* **** (*.*., Security *** ****** ******) ** *********** the ***** ** ********* **** **** be ***** **** ********. ***** *** SAST **** ***** ** ********* *** OSSA ***** *** ***** ******** *** since **** ***** ******** **** *** exist *** ***** ***** ***** ****, it ** *********** ** ******** ***** built ****** ***** / ****. ********* can****** * ************ * ***** **** ** ****** fee ** $**,***, $**,*** ** $*,***.
*** ******** ******* ***, ** ***** in *** ******* *****, **** **** to *****, *****, *******, *********, *****, and ******:
********* ********* **** *** **** ******* so **** ***** *** ******** *** the ******** *** **** ***** *********** enhance *********** **** **** ******* *** apps, ********* ********** ** ****.
Camera ******** ************
**** ******** **** *** ****** ********, the *********** ** ** ***** ***** in ****, ********* **** * ******* line ** ******* **** ***** ******* SAST. **********, ** **** *** **********, it ***** ** ****** **** *** IP ******* ** *** ******** ***** standardize ** ****. *******, *** ******** are *********** ****** ** *** ** this *****.
*** ****** *************, *** ********* ********* is ****** ****** ** * ******* of **** **** ***** ******* *** value *** ***** *** ********* ** their ******* **** ****** *** ** not **** **** ****.
Axis **********
***** * ****** ** ****** ************* have ********* ** ******** ****** *** offerings, **** **** *** * *********** and ****-*********** *** ******** (****) **** * ******* ** *** party ****. ************ ***** ******** ****** * ****** ago*** ******** **** *** ********** ******** **+ *** ***** *********.
**** *** *** ****** **** *** we ***** *** ****** **** **, since **** ******* **** * ***** app ******, ****** **** ******* *** adoption, ****** **** **** **** *** Apple ********** ** ****'* (*******) ******* approach.
*******, ** ********* *********** ******* **** SAST **** ** ** *** *** Axis ******** *** ******** ** **** Axis **** *** **** ***** **** nor ***** **** ** ** ****** / ********* ******** **** *** ****** (as *** ***** ** ** ** iPhone ** ** ******** ** ****).
Support / ******** ******** ********
*** **** ********* ******* ******* ******** by ******** **** ****** *** ******** working *** ****** **** *** *** developers **********, ***** ***** ******* ***** and ******* ** ****** ******.
*** **** ********* *************** ***** ****** friction ** *** ****** ******* ** with **** *** *** ** **** a ******* ** * ***** *******, create * ******** ********, ***.
** ******** ** **** ** ***** approaches, **** ************* **** **** / offer ***** *** **** (****** **-***** developed ** ****), ***** ********** **** these ********.
*** ** **** **** *********, ******. With *** **** ************ *** ********, support *** ********** ******** *** ******* at *** ******* ** ****** * very ******* *** ********. **** *** SAST ********, ****** ** ********** *** support ***** ****** * *********** ******* as ****** *** *** **** *** expect **** ** **** ***********. *******, with *** **** ********, **** ***** numerous **** *** **** ** ********* to ***.
*** ** *** *** ********* ** which ** ***** ** *** '*****' or '****' ******** *** **** ***** of ** *******.
IPVM ************
************, **** ** ****** **** ****** fizzle *** **** ******* ** ***** critical **** ** **** ****** * de ***** ********.
***** ** ***** ******** **** ***** is *** ***** ** **.
**** **** **********. ***** ** ********* a *** ** *****, ****** * long **** ***** *** *******, *** trusted ****** **** *********** ***** ***********, and ***** *** ******* ******** **** having **** ** ** *******.
*******, **** **** **********. ** ** camera ****** ****** **** **** ** apps? ** *** ****** **** **** those ****, *** **** ****** ** added / ******** ** ******** ****** by *** ** ****** ************ ** as **** ** *** ***? **** if **** **** *** *** ****** apps, **** ******* ******** ********* **** structure? **** ***** ****** **** **** well ** ***** **** ***** *** displaying, ******** *** ********* ******* *** app's ******** ****?
***** **** ** ******** **** ** millions ** ******* ** ******* ** answer ***** ********* *** *** ******* will ** ******* ** *** **** few *****.
Vote / ****
Update - *** ****
*** ******* *** *********** ** *******, at *** ****, ******** ** * months *** *** **** ****. ** the *** **** ****, **** *** a ******* ******, ********* *******, ****, and * ***** (****** ** *** integration ***). **** **** ** ******* in ********** ** *** *** ** 2019.
**** *** * ******** ***** *****, explaining **** ** *** **** ********* the ****:
**** ****** * ********* ********* ****** as **** ** ****** ******* *** Bosch ******* ******* ****:
*** *** *** ***** *** *******, as ***** ** *** **** (********* prices) ***** *****:
**** **** **** *** ********** ******** the **** *** *** ***** ******. Whether ***** **** *** ***** ****** was *******.
**** *** ******* **** **** **** to **** * **% ***, **** Apple, **** **% ***** ** *** developers.
**** ******* *** *** *** *** the ********** (*.*., **** *** ****** price ** * ******* ******) ****** SAST **** *** *** ***** ***** be ********** ** ******** ******** (***).
***** ** ** ******* ** ** app's ******* ********* ** *** *****:
**** **** **** ***** ** ********** portal *** ******** *** ********** ** apps ** **** ******* ** *******:
****, **** **** ******* *** **** running ****** ******** ******* (****** ** a ********* / ********** *****) ** the ********** ***** *****:
**** ******* ** *** ****** **** (above), ****** ***** *** ***** **** stock ******* ******** (***** **** ** built ** *** **) **** **** said **** **** ****** ****** ******.
**** *** **** **** ** **** available *** ****** ** **** ** idea *** **** **** ****. * partial **** ** ****** ***** (** will *** * ****** ***** ********):
**** ** ****, ****, *****, *** Hikvision *** ******************* ** **** ** ** ***, so ** ******* ** ** **** how **** ******* **** ********** **** but **** *** *********** ******* *** have **** ** ******** **** ***** to **** **** ****.