Core Viewpoint - The U.S. government has intensified its crackdown on Chinese electronic products, leading to the removal of millions of banned items from major e-commerce platforms, particularly affecting companies like Huawei, Hikvision, ZTE, and Dahua Technology [1][3]. Group 1: Regulatory Actions - The FCC has previously issued a ban in 2022 prohibiting new devices from certain Chinese companies from being sold in the U.S. market [3]. - The recent actions involve the removal of products that either appear on the U.S. banned device list or lack FCC authorization [1][3]. - The FCC plans to hold a vote on October 28, which, if passed, would prevent any device with components from blacklisted companies from receiving FCC authorization [3]. Group 2: Market Impact - Hikvision has reported that its U.S. business accounts for less than 3% of its overseas revenue and less than 1% of total revenue [3]. - Dahua Technology has also confirmed its exit from the U.S. market [3]. - The tightening of FCC policies may affect not only Chinese companies but also overseas brands that rely on components from these companies, impacting the global security equipment market [4]. Group 3: Industry Dynamics - The products being removed typically have two characteristics: they contain keywords related to banned brands and fall under categories strictly regulated by the FCC [3]. - Despite reduced sales, some e-commerce platforms still attempt to sell products using these well-known brand keywords to boost sales [3]. - The U.S. remains the largest single market for surveillance equipment globally, but increasing regulatory pressures may challenge the export of Chinese manufacturing [4].