3 6 Ke·2026-02-04 09:30Core Insights - Xiaomi has launched its first outdoor 4G camera, breaking free from Wi-Fi and wired connections, featuring dual 5MP cameras and offering a free unlimited data plan for users of the Mi Home app [1][5] - The security camera market is experiencing a significant transformation with new players entering and a shift towards outdoor applications and low-power technologies [6][9] Company Developments - Xiaomi's outdoor 4G camera is priced at 379 yuan and supports various features such as AI human and vehicle recognition, smart color night vision, and IP66 dust and water resistance [1] - The camera utilizes built-in 4G SIM cards from China Telecom and Unicom, allowing for seamless network switching without additional charges [1][5] Industry Trends - By 2025, the Chinese consumer-grade surveillance camera market is expected to reach 55.07 million units, with online sales accounting for 63.6% of the total [6] - The market is seeing a shift towards head brands, with Xiaomi, JoAn, and Hikvision leading in sales volume and revenue [6] Technological Advancements - The security camera sector is undergoing a major technological update, with a focus on 4G connectivity and wireless power solutions, enabling cameras to operate in outdoor environments [9][12] - Major brands like Hikvision and Ezviz are advancing in the "wireless + 4G" technology, with products that include solar-powered options [13][15] Competitive Landscape - New entrants are flooding the market, with over 500 new brands emerging while more than 260 white-label manufacturers are exiting [6] - The competition is intensifying as brands incorporate AI technologies for features like human detection and intelligent tracking, with Xiaomi's new camera also emphasizing AI capabilities [19][21] Future Outlook - The global annual shipment of security cameras is currently around 300 to 400 million units, with a potential market expansion if wireless camera adoption increases significantly [12] - The industry is moving towards a future where cameras will be fully wireless, AI-enabled, and low-power, with predictions of wireless camera shipments reaching 10 billion units by 2035 [22]