
**** *** *** * key ****** ** *** for *** ***** ************ market ******** ** ****:
- *** **** ****** ************ competitive *****
- **** *** ******* ********** expansion
- ** ****** ******** ********
- *.*** ************ *******
- **** ****** ******* ****** slow
- **** ********* *********
- **** ********** **** **** down ******
*******, ***** ****** ******* to ******* *** **** challenging ********* *** ***** surveillance ******** *** ***** in * **** **** a ******.
***** ******* *** **** report ******, ******* ****** be **** ******** **** * ************** **** ************ ******.
[***************]
Low **** ****** ************ *********** *****
*** **** ****** ************* are ****** *** ******* impact ** *** ***** surveillance ****** ** ****, driven ** * *** factors:
- *** ******** ** ** video ************ – ******** now ***** ** / MP *******
- *** **** ** * ‘big *** *****’ ** shift *********’ ************
- *** ********* ** ***** Chinese ************* **** ******* markets
- *** **** ******** ** incumbent ******* *************
** ** ********** ************ hard *** ************* ** differentiate ***** **** *** 1080p ********* *** *********** in ***+ ****** *** analytic *********** ********** ******* for ****** *** *********.
***** ******* *************, **** notably***** *** *********, ** **** ** their ******* *** ********, are ****** ********* ** this. ***** ******* ****** continue ** **** ‘******’ lines ** $*** - $500 *** ******, ***** competitors *** ********* ******* at **** **** ***** or **** ****. ****, the ******* *** ****** better *** ***** ******* based ******* ** *********.
*********, ***** ******* ****** are ***** ******, ** anything ** *******. ****** Axis *** ******** ***** of *** ** **** end **** ********, ***** $300 *** ***** ****** offerings **** *** ****** expansion **** *** **** year. *** **** *******, or *****, **** *** Panasonic, ****, *****, ***. Even *******, *** **** a *** ***** *** was ****** ****** ** a *** **** ***********, is *** ********** ***** expensive *** ****** ******* for ‘******’ **** *** 1080p *******.
***-*** ******** ** ********* less ********** ** ***** ‘brands’ *** ********** ****** about ***** *********. *******, we *** ****** *********** migration ** ***** *** cost *********. ******* ***********, this ** ****** **** a ******** ** **** upmarket ***** ***** ***** even ***** ****** ** the **** * ***** for ********* ******* *************.
** ****** *** **** camera ************* ** **** market ****** **** ************* over *** **** * years, ****** ******* **** gaining ******* ** ******* manufacturers ****** ** ******* with ***** **** *** new ***** **** *******.
FLIR *** ******* ********** *********
*** *** **** ******* ************ expansions in *** ************ ****** right *** *** ****** from **** *** *******. Both *** ********* ***** ********* brands **** * *** **** focus ** ****** ***** surveillance ****** *****.
**** ** ************ ******* downmarket, ***** ******* ************** ** ******** *** ******* ****** **** ******* ****. **** ** ********* both**** *** ******** ****** ** **** ** *** budget / *** *******, including ********** ***-** ** ****.
**** ********* *** ***** here ** *** **** companies **** ********** ************ from ******* ***** **** end ******** ** **** large ********* **, ** this ****, *********, ******* to ****** *** ***'* Club. *** **** ****** accept *** ***** *** unit ***** *** ********* margins ** ******* ** this ******? **** ** total ****** ******* ** keep **** *********? *** next **** **** ****.
** ********, *******'* ********* into ** ** ****** straightforward. ******* *** **** strong ** ****** ************, as **** ** ******** electronics / ******* (**** smartphones *** *******) ***** they **** **** *** mass ******. *** ********** in *** **** **** is **** ******* *** gotten ******* ***** ********** resources *** **** *** IP ******** *** ***** efforts.
*** ******* ******** ******* to ***** ****, **** ******* products *** ******* ****, but ** ******* ***** pricing (********** ******* *** ****** tests,******* ****** **-**** ******************* *********). ******* **** **** Samsung's ******* ***** ** technology *** **** **** a ****** ** *** into **** ******** ** Western *******. ** *** other *** ********* ****** in ************ (**** ** Bosch, *********, ***** *** Sony), **** ** **** has **** ******** **** as ********** ***** ** expansion, ********** **** *** low ***** ****** ******* is ******* ** ******.
4K ****** ******** *******
** *** ***** * year **** (****) **** seeing * ***** ** 4K *******, ** **** manufacturers ‘*********’ ** *** simply ‘******* **********’. **** is ******* #* **, without ******** ********, ********** adoption ** **********.
********, * ****** ** technical ******** / *********** are ****** ** ******* constrain **:
- **** *** ***** *********** – *** **** ******* of **** ****** *** because ** ********** ****** on ***** ********** / gain *******
- ******* **** ************ ********* the **** **** ****** marketed ** ** **** not ** ‘****’ ** lenses **, ** **** are, **** ** ***** expensive
- ** ‘****’ ***
- ** ** ** **** bandwidth / ******* ***** than *****
- **** **** ********* **** 1080p *******
**** ** ******* ** where ** *** ** 2008 / ****. **** the **** * *****, all ** ***** ****** will ****** ** ******** for ** *******. ** just ***** **** *** the ********* ******, ** will **** **** *** limitations.
H.265 ******* ************
*.*** **** **** ************ ** ** * real **************, ********** ******* ******* low **** ****** ********, because ************* ***** *** this ** * ********* for ******* ****** (*.*., ‘this *.*** ****** ***** more *** ** **** save *** * ******** of ******* ** *******.’).
*** ******* ** **** only ************,********, ** ******** *.***. ******** *** ******* market ******** *** * go-to-market ******** **** ******* on ******* ***** *** products *** ** ***. This ***** *.*** ****** invisible ** *** ******* surveillance ******.
******* **********, ***** ************* are *** **** ‘********** demoing’ *.*** ** ****** claims ***** ******** *******. We ******* **** **** do ** ** **** 2014 *** ******** ***** push *** ** **** or **** ****.
Axis ****** ******* ****** ****
*** *** **** ** fall **** *** **** Axis *** ********** *** long ******************* **** **** *********** *** ******* ** their ***** **** ********** and **** ***** ******* software.
** ***, ******* ******** and ******** ******* ***. Access *******, ** *******, moves ****** ** ********** tend ** ** ********** in ****-******** ***********. ****, Axis’ ********, ***** ***** (*** **** **** *******), ******** ** *********** breakthrough. *******, ****** ***, which ****** ************ ******** to **-**** / ****-** HID’s ********, **** ** selling ******* ***** *********** channels, ******* *** ****** control ************* *** ******** their ********* ** ******* it.
*******, **** *** * sizeable ******** **** *** sales *****, *** **** surely **** ** ***** this ** ****** ******** to ***** ********. ****, Axis *********** *** ****** start ** ***** **** for ******* **** ******* to ********** ***** ***** projects.
Edge ********* ********
**** ********* *** *** over *** **** *** years *********** ******** ****** *********************’* *****, ********* **** ***** recording ***** ******** ** SD ***** ****** *** camera.
**** **** ****** **** the **** ****. ** see ***** *** *******.
*****, *** *** **** potential ** **** ********* for ***** ******* *** largely ***********. **** ********* can **** ***** ** eliminating *** **** *** time ** ****** *** setting ** * ********* recorder. *******, **** *** rise ** *** **** camera ************* *** *** selling **** *** ** IP **** *** $*,*** or **** (*** *** test ** *** * channel $*** ***), **** recording **** **** ********* Axis ** **. ******* is ****** ** ******* for ***** ******* ** minimal ****.
********, ********** ******** **** edge ********* **** *******. Most ******* ********* ** our **********: "**** **** ******* *** Camera ********* ** ********". **** ***** *** offered ** ***** ********. A *** ******* ** paying **** * ******* is **** *********** ******** like ***** ****** ** non-existent. **** ********* ********** is ***** ** ****** an **** ********* ****** to **** ***** ****** some ***** ** ***** only ** **** ** deal **** ** ******* service / ******* ******?
*******, *** ****** ************* have ********* **** ***** own **** **** ********* offerings *** ** ***** camera ********* **** ******* Milestone *****. ******* ******* manufacturer *******, ******** ** constrained.
Weak ********** ***** **** ******
*******, ** *** ***** trends illustrate, ****** *** ********** is ******* *** ************ industry *******.
****** ********* ***** **** 3 *****:
- ************* *********, *.*., *** ‘economy’ **** ****
- ****** *********, *.*., ***** rates **** ** ********* event ******
- ******* ***** ** ********, i.e., ********** ************
** ***** *** *** debate ** **** *** the ******* ******* ** strengthen ** ****** ** increase, **** ********** ** certainly * ******** ******* video ************ ******. ******, this ** *** ******** situation ** *** **** – **** **** *****, where *** ******* *** clearly **** *** **********, driven ** *** ***** from ****** ** **, strengthened *** ******* ******.
***, *** ******* ‘********’ driver ** ***** **** cameras, ***** **** ********* increase *** ************** ** HD ** ****** *** presents ******* ** *** growth *** ************* ** both ********* *********** *** manufacturers.
Test **** *********
**** ***** ******** **** ** 2014 ************ ******.
Comments (14)
Undisclosed Manufacturer #1
John,
Is there any major area, where we can forsee innovation?(apart form the ones mentioned above)?Analog to IP was a major transition. Since there are no major innovations,would you suspect a downward-spiral from here on? Low-cost market is doing more bad than good IMHO.
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Undisclosed Manufacturer #2
The next big thing will be the result of changes in the Telco world. Specifically I think there is a price war looming for bandwidth. Google is already firing the first shots with a $70 per month plan for 1,000 MPS up and down
Once bandwidth costs drop I can see a shift to hosted services including video and access control.
It is still 3-5 years away, but I believe you will see this become mainstream before 2020
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Undisclosed Manufacturer #2
I think the video piece of hosted services will be part of a much larger trend. We've already seen it begin with companies like Salesforce and MS offering SWAAS and cloud apps like dropbox offering free storage.
Bandwidth will drop, as Google (and others) compete with ATT, Verizon and Comcast. The tipping point may be a combination of price and technology like H.265 (266, 267 etc) compression.
It seems the next logical progression as companies will look to reduce internal IT resources
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Undisclosed Manufacturer #3
Well this isn't confidence inspiring at all to read, but the sad part is its all true. As a young person in the industry this makes me want to consider changing industries.
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Sagy Amit
John,
I would argue that those are not trends... Other than the two below, the rest of the items on the list are the implications of a trend.
For example:"FLIR and Samsung Aggressive Expansion" would fall under a trend "Large manufacturers deiversify product line" and would be an implication of that trend along with "Axis access control starts slow"
By definition, a trend is an outside force that effects the market as a whole, such as "9/11 terrorist attacks results a booming security industry for years to come"...
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Sagy Amit
Fair enough. my main point is that it would be a long-shot to say that any specific company in our industry is"trend-setting".... trend reactive at best..
In contrast, Google, Apple, and Qualcomm can be considered trend setting ;)
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