Yes it seems they are sneaking away...

Z-CAM and development of situation

Z-CAM cameras batch that they send before sanctions finally got to US. They smartly used limited batch of LSIs on more expensive models, so cheaper ones are out of stock.

Real wave must hit all distributors in all countries around November and early December as getting LSIs will become impossible. For now it is few poorer countries that have no stock according to messages I got.

HiSilicon situation

Retail channel operators for Huawei's smartphones in China are hiking prices of the vendor's models powered by HiSilicon's Kirin chips that are expected to become obsolete in the wake of the US sanctions against the Chinese tech giant.

Looking at B&H and Adorama

Z-CAM E2-M4 and Z CAM E2-F8 are only cameras in stock all else in on back order or not available.

@flash

First, they won't move anywhere. If they won't find solution fast it won't anything to move soon.

Second, main issue is in proprietary specific Chinese chips :-)

Industry rumor, today source

Sony, Panasonic and Samsung can be ordered by next executive Trump order to stop sensors supply to ALL Chinese firms or their affiliates, order will part of the sanctions for the Chinese actions towards Uighurs.

Main goal will be to fully stop high quality security cameras production as well as stop smartphone manufacturing by Xiaomi and BBK brands (Oppo and Vivo).

Z-CAM could get another extreme blow here.

Zhejiang Dahua Technology - 2nd largest security cameras manufacturer on the verge of collapse

Company will get $443 millions USD of government money but they can't help much, except to pay salary for people who will do nothing. Money will travel via intermediaries like China Mobile and Alibaba Group Holding.

Company is mostly focusing development on cameras made for tracking ordinary citizens where each camera is part of giant AI cloud that can track you in realtime using not only facial AI, but also walking recognition of items that belong to you. Cameras work in extreme close union with cell providers that send information about your name, home address and such.

Yet Sony and Samsung no longer can supply any sensors to company, HiSilicon do not have big stock of chips that had been core of company cameras and also around 60 of other chips and parts are no longer available.

Company need big amount of supplies for servicing and cameras replacement as lot of cameras are being destroyed by citizens in last months according to their service department.

Inside company ordinary workers are in panic, as big money are unable to solve any of the problems that company have, multiple intermediaries that company tried to use to get more chips and sensors stock also stopped working with company 2 days ago.

Small update from Chinese industry talks

Lot of companies can be hit and go out of business, it is security cameras, some smart things, smart appliances, tablets, smartphones and more.

People who work with HiSilicon tell only bad things as they did not care about anyone but their parent company - Huawei.

To Z-CAM buyers

Demand some signed papers considering servicing and make sure to have written demand compensation or new replacement cameras in case Z-CAM won't be able to service your broken device at all.

Make sure to check your local dealers and call to each and talk about Z-CAM service process and time it takes for even simple fix.

New Huawei rumors

Industry insiders tell that Huawei failed to make enough of Kirin 5nm chips and can be forced to postpone Mate 40 flagman smartphone lineup. Most probably it will never see any light or at best will be released in China as some special limited series.

Back to Z-CAM

Got one another very angry dealer message :-) Most words won't pass any censorship, even very soft one.

Bad luck for Z-CAM

Had new interesting chat on that happens in US-China escalating conflict.

Next US target will be all manufacturers of chips and components used in security and industrial cameras (including military ones). And this mean exactly chip used by Z-CAM as it is being used in premium security cameras (yes, they have 4K and 8K security cameras at industrial and top security objects).

Around half a year ago in one talk guy from China, who been inside for some time, he accidentally told (as we talked on their nice fast developments) that Z-CAM actually made specially modified batch for Chinese military production. Don't have any documented proofs, as it must be totally secret thing and it had been little boasting from his side, accidental one.

Korean NAND and DRAM manufacturers are stopping shipping since September 15th

Both Huawei and HiSIlicon won't get any new products from Korea, as well as all directly related companies.

This also means big shortage of such products on Chinese internal market as Huawei could only now add to their stock via buying stock from someone else (and usually smaller resellers whoa re not afraid of big risk associated with it).

In turn it can lead to significant Chinese products prices rise for medium and small companies.

In the end of September of early October both BBK and Xiaomi can join the ban list as industry analytics are talking. Total ban on NAND and DRAM for Chinese companies can follow closer to November elections.

Got message from one of the people who wanted to buy E2 from local dealers (not in US)

He called them and asked about this issue and service. He told that never heard so much obscene words and not towards the questions, but towards the firm and their top management. As it looks like they feed dealers with same manner as users. And in finale they told him Kinefinity dealer phone to call and buy this instead. Total mess.