On July 20, Hikvision released the 2018 semi-annual report. The report shows that Hikvision achieved total operating income of 20.876 billion yuan, an increase of 26.92% over the same period last year; net profit attributable to shareholders of listed companies was 4.147 billion yuan, an increase of 26.00 over the same period last year. %. Among them, R&D investment increased by 31.48% year-on-year, engineering construction revenue increased by 151.16% year-on-year, other innovative business income increased by 147.2% year-on-year, smart home business increased by 57.84% year-on-year, and domestic and overseas revenues also had a certain range Year-on-year growth. Subsequently, Dahua issued a semi-annual performance report on July 30. During the reporting period, revenue was 9.814 billion yuan, a year-on-year increase of 31.47%. The net profit attributable to the parent was 983 million yuan, a year-on-year increase of 10.06%, which was at the midpoint of the 0-20% growth rate predicted in the first quarterly report, which was in line with expectations and exceeded market pessimistic expectations.
In the second half of the year, on the one hand, new businesses such as smart parking, smart cities, and smart homes will be further developed, which will generate actual operating income, which will be reflected. On the other hand, the traditional off-season of the security industry will pass. , For the security industry, the main business income accounted for a relatively high annual rate in the second half of the year, which is the industry’s peak sales season. The two jointly support the industry's high-quality, stable and positive trend in the second half of the year.
The strong one is always strong. The leading position will be further stabilized.Under the trend of intelligent security upgrades, the core competitiveness of the industry is gradually transformed into the technical architecture and the ability to implement solutions. Enterprises with deep technical strength will keep pace with industry changes, small companies with weak technical inputs will be further eliminated, and industry thresholds will be raised. , So that the industry concentration is expected to be further improved, and the industry structure continues to be optimized. At the same time, in the context of stabilizing and slowing industry growth, price competition is fierce, and the boundaries between high, medium and low products are becoming blurred. With the cost advantage brought by the scale effect, the market position of leading manufacturers will be further consolidated. In addition, from 2010 to 2017, the proportion of operational services in my country's video security market increased by 2%, while the proportion of security equipment fell by 8%. Compared with the 57% of operating services in the European and American markets, the proportion of operating services in my country is still low. The huge blue ocean of security operation services is waiting to be discovered, and the future will usher in the golden cycle of security operation services.
AI highlights the added value in the security fieldThe security industry takes video technology as the core and has massive data sources, which can fully meet the requirements of artificial intelligence for algorithm model training. In addition, the industry’s requirements for pre-prevention, response during the event, and follow-up after the event are also fully consistent with the technical logic of artificial intelligence. Therefore, the security industry has always been regarded as one of the best industries for artificial intelligence technology to land. Major companies in the security field are involved in artificial intelligence. Both the established giants Hikvision and Dahua Inc. have increased their investment, and companies such as Megvii, Shangtang, Yitu, and Green Shentong have frequently obtained huge financing. Although my country's AI security products have only officially started to be applied in the past two years, it can be seen from the growth trend that the added value of AI in the security field has begun to highlight.
Self-developed chips boost the AI ​​waveIn the past two years, the transformation of security intelligence has accelerated. AI chips empowered machine vision continue to be hot. Many AI chip companies from different camps have regarded security as one of the core application scenarios, focusing on AI chip research and development, and continuously launched cloud and embedded With smart-end security AI chips, more AI chip products will be officially launched for commercial use in the near future.
At present, most of the security chips have been made in China, among which HiSilicon chips have occupied sixty or seventy of the entire market. In addition, there is a gradually emerging Fullhan Micro, which accounts for more than ten percent of the low-end market. Other companies like Junzheng and Guoke are also entering the security field to make chips. Hikvision and Dahua shares have also begun to increase the research and development of security chips.
Conclusion: On the big stage of AI+security, traditional security giants and AI rookies are competing on the same stage, and each is actively embracing the excellent opportunities that AI brings to the security industry. In the future, traditional security companies such as Univision need to quickly embrace cutting-edge technologies, and rely on their in-depth understanding of the security industry to further introduce intelligent solutions for vertical industries. Emerging artificial intelligence startups need to quickly jump to the market and occupy share when the technology still has the technological advantage, and pay more attention to product landing and project delivery while maintaining the technological advantage.
Shenzhen ChengRong Technology Co.,Ltd. , https://www.laptopstandsuppliers.com