Many people know that HD (or Full HD) become a normal requirement to consumer products like STB (Set Top Box), Smart phone, TV, BDP (Blue Disk Player)… More HD contents were provided through internet, broadcasting, cable, or satellite, more user get used to it. Contents droved the demands of devices selling to consumers already, but Surveillance seems still struggling to moving forward.
Those leading companies of Surveillance like SONY, Bosch, Pelco, AXIS, GE, …are all trying to catching up the trend of the HD surveillance era. SONY tried to promote several ways to approaching that. It made the marketing event "GO MEGA" science 2008 in IFSEC, UK, and tried "SLOC" science 2011. They also promoted 960H in 2011 & 2012; but still, the market moved slowly.
Nevertheless, most of Taiwan based surveillance companies concluded the IP will be the future; we can see the result are quit close in this year (2012) those IPO companies got bumper return from the revenue growth, but indeed, they are suffering for the GP (Growth Profit) drops.
As the example of one of the leaders company, Geovision, they announced tones of models of IP Cameras within these 2 years. Utilizing the strength of their Brand & SW CMS, Geovision jumped up by their revenue as a fact. Geovision hired more people to take good care of these products, include PM, Engineer, and supporting team. Building up the LABs, setup factory, purchasing equipment…lots of money invested for the new business sector. If you check their financial report, you will find that EPS dropped. Not only Geovision, Those IP surveillance makers like Vivotek, ACTi, Dlink are also fighting with the ASP and GP drop on their financial report as well.
Do you know what that means? The HD ear comes now.
When the HD price dropped to 3 times of the SD solutions, volume comes with sales. Current the HD solution is still about 5 times of the SD, so everyone is preparing to catching that wave. HDSDI of HDCCTV alliance, DVB of ccHDtv, IP Mega solution with ONVIF are all ready & waiting for that.
