2022年安防趋势观察-22页_435kb

Summary of Physical Security Technologies - Top Trends in 2022

Core Content

This document outlines the key trends in physical security technologies in 2022, focusing on the integration of advanced computing, AI, and distributed systems. It emphasizes the evolving role of AI and edge computing in video surveillance, the increasing importance of software in the industry, and the shifting dynamics of access control and integration markets.

Main Trends and Key Points

1. New Edge AI SoC Product Announcements in 2022

• Overview: Edge AI SoCs are becoming central to video surveillance, enabling more powerful and efficient processing at the edge.
• Market Growth: The AI edge camera market is expected to grow from 2% of the AI edge market in 2020 to 10% in 2025.
• Forecast: By 2025, 64% of all network cameras shipped globally will be AI cameras.
• Product Developments:
  • April: Xilinx introduced the Kria portfolio of adaptive SOMs for vision AI applications.
  • May: Hailo launched the Hailo-8, an edge AI chip; Hanwha released five new P series AI cameras.
  • June: Ambarella expanded its AI vision SoC portfolio with the CV5S and CV52S security families.
  • September: Axis announced the ARTPEC-8 SoC, designed for AI processing in network cameras.

2. The Hisilicon Ban and Its Impact on China's Market

• Ban Details: The U.S. banned Hisilicon chipsets, affecting both international and domestic Chinese video surveillance vendors.
• Impact: This led to a significant growth in smaller vendors, with reported YoY increases of 399%, 235%, 208%, and 68%.
• Alternative Solutions: Chinese vendors are seeking domestic alternatives, and some like Hisilicon remain active within Huawei.

3. Distributed Storage Gaining Popularity

• Definition: Distributed storage uses scale-out architecture, virtualization, and clustering to provide unified data access.
• Advantages:
  • Data Security and Reliability: Uses Erasure Coding (EC) and replication.
  • Scalability and Resource Sharing: Linear scalability by adding nodes; pooled storage under a unified namespace.
  • Unified Management: Load balancing and management software for multiple devices.
• China vs. West:
  • China: Often uses distributed storage directly for video streams, due to large-scale projects and long retention periods.
  • West: Uses tiered storage, with primary, secondary, and archive tiers based on retention needs.
  • Reasons for Differences: Scale of projects and regulatory requirements on video retention.

4. Increasing Value Placed on Software

• Software Growth: The software market is growing faster than the equipment market.
• Market Forecast: From 2020 to 2025, the global video surveillance software market is expected to grow at nearly double the rate of the equipment market, reaching $4.1 billion by 2025.
• AI Integration: AI is enabling more complex analytics and turnkey solutions, with software platforms becoming the core of innovation.
• M&A Trends: Analytics companies are attracting significant investment and are expected to see increased M&A activity.

5. Product Stratification in Access Control Equipment

• Market Shift: The access control market is diversifying beyond traditional office environments due to the impact of the pandemic.
• Vertical Growth:
  • Healthcare: Expected to grow from ~$300 million in 2016 to over $660 million by 2025.
  • Utilities and Energy: Projected to more than double to over $490 million between 2016 and 2025.
  • Residential and Smart Locks: Smart locks are driving growth in the residential market, which is expected to surpass private sector office demand by 2025.
• Vendor Adaptation: Companies like Dormakaba, SALTO Systems, and Invixium are tailoring products to specific verticals.

6. Blurring Lines Between Security and IT Integrators

• Integration Trends: Security and IT integrators are increasingly offering comprehensive solutions that combine IT, security, and building management.
• Drivers:
  • Maturity of AI and Computer Vision: These technologies are now more mature and widely applicable.
  • Pandemic Impact: Forced reassessment of building security and health management needs.
  • Enterprise Focus: Security is now a boardroom-level concern, leading to increased interest in cloud-based solutions.
• Outlook: The market is shifting toward fewer integration partners, with potential for new hybrid integrators and a reshaped competitive landscape.

Conclusion

The physical security industry is undergoing significant transformation in 2022, driven by advancements in edge AI, distributed storage, and the increasing value of software. These trends are reshaping traditional markets, enabling new applications, and fostering greater integration between security and IT sectors. As the industry continues to evolve, vendors must adapt to meet the changing demands of diverse verticals and embrace new technologies to maintain competitiveness.