Looking at the changes of the future security industry pattern from Huawei's entry into security.

International security is usually divided into information security and physical security. Physical security includes technical defense, physical defense and civil air defense.

The security market has benefited from national large-scale projects such as Safe City and Eye Project, which has driven the rapid growth of the overall security market and maintained a high growth rate in the past few years. However, due to the downstream demand and economic slowdown, the industry intelligent visualization project and the consumer life market are still in the incubation period, and the overall growth rate has slowed down significantly.

Most of the future sales growth depends on the increase of artificial intelligence technology and the promotion of smart city projects. In particular, the addition of video analysis to AI can greatly enhance the security experience of video surveillance and tap new demand growth points of many services, such as face recognition, access control intercom upgrade, traffic grooming and so on.

Of course, this will also increase the demand for processing massive video data, and the cloud computing capability will also become a new technical competition place for security companies. Plus the application of Internet of Things, big data and artificial intelligence has become the knowledge of security companies.

However, it is inevitable that the short-term security industry will return to normal growth. Therefore, the business focus of traditional security enterprises will accelerate the role of platform service providers. After several years of development, three representative security companies have emerged in the domestic security industry.

Hikvision ranks 1 among the top 50 global security companies in 20 16 and 2 17, with a market share of nearly 40% in the domestic video surveillance field and nearly 20% in the overseas market. The oligopoly effect began to appear, and the brand pull continued to increase. As for the online legend, Hikvision was born only because CLP 52 seized the historical opportunity of video surveillance from analog to digital. This statement is still one-sided, and it should be said that both internal and external factors have played a relatively large role in promoting it.

Hikvision started as a board card, and developed to the present scale through 16, which not only benefited from the continuous investment in technology and research and development, but also firmly focused on video surveillance, and established its position in the industry through continuous innovation and extended development;

The sales team also has an engineer culture similar to Huawei's, advocating result-oriented and wolf-like culture, which ensures the leading sales ability in the industry;

The year-end awards are mainly based on performance scores from March to June, with more in March and April. In terms of equity incentive, the shareholding system reform was completed earlier, and a wide range of equity incentives were given to employees of a certain level. Take the year of 20 16 where the author works as an example. In that year, the proportion of equity incentive was nearly 20% of the number of employees, which was basically equivalent to half-price purchase. Coupled with the subsequent payment, it has indeed laid a more competitive salary in the industry and is also a strong support for overtime culture.

The external cause is to catch up with the explosive growth of the security market. In the past, the security industry was still very small, and the giants did not pay much attention to it. After the 9 1 1 incident, the international video surveillance industry was officially liberalized, and the international export market moved from products to solutions. Coupled with the various "Ping An XX" projects promoted at that time in China, the domestic and international markets became lasting markets, which directly expanded the business space. If it were not for Hikvision's state-owned background, its accumulated experience in applying the project to complex and huge people in China for many years could get a bigger piece of cake abroad.

Zhejiang dahua adopted the following strategies. It should be said that it is relatively successful in sales and growth, and it has not made too many mistakes in business development. In addition, in the new business of automotive electronics, it is more radical.

Shi Yu, Zhejiang pays more attention to the development of high-end security projects with high added value, and does not blindly pursue the scale of quantity. In particular, his IT business has a relatively mature ecosystem, and core basic technologies such as cloud computing and big data have also accumulated well, and technical investment is relatively stable. It should be said that it is a technical school route.

There are also many small and medium-sized companies in the security industry that are developing steadily and rapidly. The strategies of small and medium-sized companies are also relatively flexible. They are not blindly rigid with the giants in the industry. They basically focus on a certain type of security business, strive to complete the iterative upgrade of security intelligence, explore blue ocean application scenarios, and find the industry role that suits them.

Generally speaking, the pattern of three pillars in the domestic security industry has been formed, and it has gradually transitioned to one super and many strong. Domestic security products, technologies and applications have also begun to lead the development of the global security industry.

The news that Huawei entered the security industry is widely rumored, and the dust has basically settled. The power point is also very clear, mainly in the field of video surveillance, focusing on front-end IPC and video stream processing algorithms, providing industry solutions for safe cities, safe campuses and safe transportation. It should be said that I still touched the cake of the traditional security company. However, the impact on the industry structure at this stage is limited, which mainly depends on the promotion of its platform SDK to small and medium-sized security enterprises in the next step.

First, the limited market capacity and profit margin of traditional security cannot attract giants such as Huawei to focus on the traditional security field. Unless it is a large-scale project, the profit margin of many traditional security dealers has been compressed very low, and some even rely on a few tax points to maintain it. The profit of the security industry has gradually become transparent, especially now many application security projects are more sensitive to price, which is not only reflected in the cost of IPC products, but also includes the cost of engineers. This part of the channel advantage is dominated by traditional security companies.

Therefore, Huawei's entry into security is based on the layout of the next intelligent security field. With the development of security industry, especially smart cities and other projects, the introduction of artificial intelligence technology and the post-processing of video streaming big data, the boundaries of the industry have gradually blurred. For Huawei, which has strong chip and software and hardware research and development capabilities, the integration project of IT, security and communication is enough to carry Huawei's profit imagination.

In particular, Huawei's own Hisilicon chip has outstanding project customization capabilities. In terms of platform system, cloud computing capabilities, data storage and analysis capabilities, Huawei also has the advantages of IT companies, and with the experience of the communication industry, it has great advantages in the project integration of smart cities, which traditional security companies do not have.

Second, Hikvision and Dahua have dug up most of the domestic video surveillance field. If we only look at IPC hardware, Huawei may not be interested in concentrating on digging deep. Pay more attention to overtaking in platforms and emerging technologies, and leave things that Huawei has no energy or is unwilling to do to cooperative security companies. Huawei strives to do a good job in infrastructure construction. From this perspective, it still has a great impact on the original security pattern. It may directly change the pattern of the industry and create a single big ecology of Huawei's security.

It is also in line with Huawei's unshakable business strategy of integration when expanding its business, especially if Huawei's R&D capabilities and product technical capabilities from the front end to the platform are opened up, it will be a timely rain for small and medium-sized security enterprises suppressed by Haikang and Dahua in the security industry.

However, we should also see that it also depends on the openness of Huawei resources and the adaptability of cooperative enterprises. The opening of network interface, video background management and communication background is directly related to Huawei's determination to enter the post-security era. After all, video surveillance is the foundation of life for Haikang and Dahua, but it is only a sub-business for Huawei.

Third, from the perspective of the traditional security industry, Huawei is still highly respected as a whole. Both the struggler culture and the management style of security enterprise leaders are moving closer to Huawei, and there are also many middle and high-level Huawei recruits from Haikang and Dahua. It should be said that Haikang is not afraid of foreign companies in the security field, and is indeed wary of Huawei's horrible research and development capabilities.

Technically, Huawei has different advantages from traditional security companies in image processing of traditional IPC. The advantage of Huawei is that it can ensure the reliability of video data storage and transmission in most network environments, especially in the future video surveillance applications of special scenes such as video intercom and prisons, Huawei's brand endorsement is better. Traditional security companies will have more advantages in the video and image processing algorithms currently involved, because the correction, analysis and matching of these images also require the accumulation of technical samples. Of course, if Huawei really throws R&D cannons here, the pk of technology is hard to say.

4. In the short term, the resources and background of Haikang, the most important ppp project in the security industry, still have obvious advantages. In addition, Huawei's focus should still be on communication and communication, and its firepower for security is still arranged on emerging technologies. Therefore, it should be difficult to change the pattern of the security industry in the short term, and the dominant position of Haikang and Dahua in the video traffic portal should not change.

In the long run, it is still uncertain how explosive Xiaomi and 360, Tencent, Fluorite (owned by Hikon) and Le Orange (owned by Dahua) will subvert the personal consumer video market. With the entry of Huawei, I think Haikang and Dahua will try to cooperate more deeply with Internet companies from their own perspectives.

This cross-technology, cross-industry and cross-market cooperation, and even the emergence of mergers and acquisitions, will have a stronger fermentation effect in the entire pan-IT industry, which should be that the security industry itself has undergone tremendous changes, so the specific final pattern is not just to discuss the contest between Huawei, Hikvision and Dahua. ...

With the continuous joining of giants, I believe there will be wonderful encounters, and we will wait and see.

Former uncle in the workplace, former automobile factory, Internet practitioner, I hope my experience will help you find a job.

(WeChat official account here says job ID: zheliwanan)