Recently, a new round of core shortage crisis is sweeping the world, and industries such as automobiles, home appliances, and digital electronics are not spared, all of which are shrouded in the shadow of a shortage of chips. This wave of chip shortages has not only caused the automobile industry to walk on thin ice, but also the security industry. According to a CCTV financial report, due to the chip's emergency, the delivery cycle of security products has even been extended to 9 months at the latest, generally delayed by about half a month, and the price of security cameras has generally increased by 30%-40%.

In fact, the problem of chip shortage has always existed, but it has become more and more intense under the impetus of the epidemic, and it has developed from a "shortage" to a "urgent shortage". With the continuous brewing and fermentation of core shortages, the panic "core grabbing" of security companies has become increasingly prominent. Downstream agents who have been notified of product shortages and price increases have also begun to increase their stock hoarding efforts. Some security companies have begun to look for new products. Chip makers, to find a way out for themselves.

As early as the third quarter of 2020, chips have shown obvious shortages, and products such as security cameras have started a gradual price increase model. As the core shortage crisis in other fields intensifies, the "butterfly effect" in the security field has started. The sudden epidemic has promoted the rapid development of the housing economy, causing the demand for chips in the fields of digital electronics and home appliances to surge in a short period. At the same time, the production capacity of chip manufacturers has not been expanded in time, and can only rely on compression in the fields of security and automobiles. Chip shipments meet the immediate order demand, and because of this, the security field has suffered a lot of impact. Some insiders speculate that the lack of cores in the security industry may continue to ease until next year. There is no doubt that the market will further concentrate on leading companies, and the squeezed SMEs will usher in a new wave of "cold waves."

According to market surveys, this round of security camera price increases was mainly due to the market demand blowout leading to short supply, by raw material shortages leading to rising raw material prices, and the market disorder caused by agents' panic stockpile. The so-called clever women can hardly cook without rice, and the price increase of chips is not terrible. The most feared thing is that the price increase cannot be bought.

In the security industry, products with a large amount of chips are mainly concentrated in sub-scenarios such as surveillance, access control, and alarm. Video surveillance accounts for the highest proportion, about 60%. The camera is the core of the video surveillance system. If it lacks a chip, the entire video surveillance system cannot run. It is conceivable that the chip is an indispensable part of the security industry. Chips influence the security monitoring system to a large extent, and play a key role in the future development and direction of the security industry. The lack of chips is like the lack of a car's engine, which will undoubtedly bring a crisis to the development of the security industry. Some security companies said that the camera needed main control chips, memory chips, Wi-Fi chips and other components, which account for about 60% of the total cost of the product. In addition to the difficulty in ordering, the prices of many chips have risen to varying degrees.