The three security giants turned to the Internet of Things?

The leading "Hai Daewoo" (Hikvision, Dahua, Uniview Technology) all call their main business "Intelligent Internet of Things". Isn't security good?
Let's take a look first, the security industry is facing several difficulties in the current environment:
In terms of international relations: With the intensification of the de-globalization trend, conflicts and confrontations between some countries continue to increase, and the political and economic situation poses increasingly severe challenges to business operations.
In terms of epidemic situation: The global epidemic has lasted for two or three years, and the epidemic prevention and anti-epidemic work still has a huge impact on the regional economy. For example, it affected the slow collection of projects in some areas during the reporting period.
In terms of core shortage: the global chip shortage is still ongoing, and the rise in raw material prices has exacerbated the upward trend in manufacturing costs, which has affected the three companies to varying degrees. At the same time, in order to minimize the negative impact caused by the lack of cores, the company carried out a large amount of material stocking during the reporting period.
The concept of security is close to the ceiling, and companies need to change the track, and this track is undoubtedly AIoT.