Vivotek Talks About Taiwan, China, Bans, AI And Business Development

•Published May 10, 2019 11:59 AM

Vivotek, Taiwan's biggest manufacturer by revenue, did not have a booth at Taiwan's Secutech 2019 (which we are covering). However, marketing/communications execs Shengfu Cheng and Bridgette Pan did an interview on-site with IPVM (which has been condensed & edited).

Topics covered:

Why they did not attend Taiwan's largest trade show?
What their reaction was to IPVM's latest favorability results?
How they view integrators concerns about being dated or poor marketing?
What they are doing about facial recognition and AI?
What impact do they see from the expected Taiwan Hikua ban?
What impact has US NDAA Ban had for them?
How they are handling the potential for a Huawei Hisilicon ban?

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

***** ***** ***, ** ******* *********. We ******* *** *********, *** ** focus ** *** *** ******** ******** in ******. ** **** *****. [******** used ** **] **** ******. ** are **** ********* **** **** ** shrunk ********* **** ****** *****.

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

** *** ***** ****** ******* ****** as *********. ** ****** **** ********* quality. *****'* ** ****** *** **** [but] ** *** ********* ** *******. I ***** ** *** ******* **** decent ******* **** ********** ******. *** cost ********** ** ******* *******, ***, that's *** *** ** *** ****** points. **** **** ** *** ******** our ********. **** ********* ** ********* we **** *******.

** ************ ******* ******* ******* *****/********* with **** *********:

*** *********, ** *** ******** ** three ******: ***, *** *************. ** are *** ***** ** ******* ********* **** ******* ******* **** ***** *****. ***, *** *** ****** ****** ******* ****, **** ** *** ** *** ***** ** *** *********. ***** ** **: ** ****** ******** *** ***** ****** *********.

** *******'* ****** ***********/** *********:

******* ** **** ******* ** ****** detection *** ********. ** *** * lot ** ************* *** ****** ** stadiums, ***** *******, ***. ** **** in-house **** ******** ********** ******* ** this. ** **** ** ****** *********** in-house, *** **** ** *** ** work **** ********. ** ****** ** focus ** ********* **** ****** ******** customers *****, **** ***** **** ******** to ****** ***** ****** ** ****** detection.

** ******* *** ********* ********* ********* ban ** ******* ********* *** ********* Vivotek:

***, ** *** *******. ** *** a *** **** ************* ** *** and ***. *** **, ******, **** somehow **** [*********] ** ****** * side. *** **'* **** ** *** which **** ** [*** ****** *** be ********** ** *** ***].

** ******* *** ***** *** *** the **' **** *********/***** *** **** benefit *******:

***, **********, ******* ** *********** ** Taiwan. *** ** ***** **% ** our ***** **-***** ********, ***** ****** makes ** **% ** *** ***** business [*.*. ** ******* ********* ***** for *** *** ***** ** ***** 16% ** *******'* *******]. ** ******* this **** *** ********* **** **** 50%, ****** ***, ** $** *******. The ** ****** ******* *** **% growth **** ****. ** **** ******* our ********** ******** *** ****** * new ******* ** ****** **** *******. [Vivotek ******** ** ******** *** **** units ** ********]. ** ** ******, the ***** *** **** ** ******* Taiwanese *************.

[****: *******'* ******* ******** **% ** **** *** *** **** ********* ***** **% to $**** ***** ****, ******* **** to ********* ****** ******** ******* **** $*.* billion [**** ** ****** *********]** **** $* ******* ***** ****]

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

** ** **** ******* **** ********* chips ***** *** ** **** ******** platforms ****** *****, ****'* * ****** for **. ** ** *****'* * conflict **** *** ****, ** ****** it's ** *****. ** **** ********* as **** *** **-***** ****.

[****: *** ***** **** *** ***** that *** ********* ************** ** *** *** ***** *** ********* ******* ******* **** HiSilicon ***** ** ****** ****** **** ******* ** *** ** government. ** ***** ** *** *** * ******, ********* **** *** ** ****** among ********* ************* *** ** * good ****/***** *****. * ******* ********* was ***** - * *** **** us *** ******* **** "**** *********" chips.]

Comments (7)

John Honovich

•May 10, 2019

IPVM

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

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

*********** ** *** *** **** ***** ODM ******** ** *******. **** **** ODMed *** **** ***** *** ** is ******** * ****** **** ** their ******** (*.*., ****-**************** ***** *******).
*******, ** *** * *** ** Western ************* *** *********** **********'**** ** *****' **** ****** ***** a ****** ****** (********* ** *** other ************** ***/***, *.*. *** ******* ****).
******* ******* ****** *** ** ***** and *********. ** ** *********** ** see *** **** ****** ******* *** done ******* ******* ***** ***** ******* has ***. *** **** ** ******* has *** **** ** ***** ** execute **** * ******* ******** *********.
**********, ********** **** ** *** ***** emerging, ***** ** ** ***** ****** in *** ****** *** ****** *******, non **** ** *** ****** ****** offerings.

Reactions:

(1)

Chris Lanier

•May 10, 2019

** * *** **** *** *******, this **** ****** ******, *** *** decision ** ******* **** ******* * years *** *** ** ** **** their ********** ** *******, **** **** have **** ************* ** ********** ***** **** and ***** ***** ******* *** ******* labeling *** **** **** ***** ******. Because **** *** ** ********** ******, yes ********* *** **** *******, ******* as ******* ******* *** *** ***** extensive ******, ******* ***** ***** *********. Given *** ****** *********** ** *************, we *** **** ******* ******* *** chosen ** ***** ** **** ****** of ***** ***********.