虎嗅APP·2025-10-14 13:39Core Viewpoint - The article discusses the recent "clean shopping cart action" initiated by the FCC, which has led to the removal of millions of Chinese electronic products from major U.S. e-commerce platforms, significantly impacting companies like Hikvision and Dahua [4][10]. Group 1: Impact of FCC Actions - The FCC has declared that millions of products containing banned brand keywords or lacking proper authorization have been removed from e-commerce platforms [6][10]. - Hikvision and Dahua have already seen a decline in their U.S. business, with Hikvision reporting that U.S. revenue accounts for less than 3% of its overseas income [4][10]. - The FCC's tightening regulations may also affect overseas companies that use components from blacklisted firms, potentially leading to broader market disruptions [14][20]. Group 2: Market Dynamics - The U.S. remains the largest single market for surveillance equipment, with approximately 30 million units shipped annually, compared to 20 million in China and 10 million in Europe [19]. - Chinese security brands face challenges in the U.S. market due to local competitors like Ring and Arlo, which benefit from better software services and localized support [20][21]. - The tightening of FCC regulations adds further pressure on Chinese brands, which must adapt to maintain market presence [20][26]. Group 3: Strategic Responses - Chinese security companies are exploring new strategies, such as adopting local storage solutions to reduce costs and address privacy concerns [22][23]. - There is a growing focus on expanding into emerging markets in Southeast Asia, South America, and Africa, where demand for surveillance solutions is increasing [24][25]. - Hikvision's 2024 annual report indicates that developing countries now account for over 70% of its overseas revenue, highlighting a shift in focus due to regulatory pressures in the U.S. [26].