2026 Global Security Industry Landscape & AI Vision White Paper
Deep Analysis Based on the a&s Security 50 Ranking and Future Strategic Trends
Date: January 2026
Author: ChenanIoT Strategic Research Institute (CSRI)
Brand: ChenanIoT – Innovating AIoT Ecosystems for Smarter Physical Management Source: a&s Magazine “Security 50 – 2025 Edition”
I. Executive Summary
In 2025, the global physical security industry reached a critical inflection point, evolving from traditional video surveillance and access control into an integrated ecosystem powered by Agentic AI, cloud-native architectures, and multi-dimensional perception (visible + thermal + acoustic). No longer limited to passive recording, security systems now serve as the “sensory organs” for the digital twin economy and smart industrial IoT.
Drawing from the authoritative 2025 a&s Security 50, total revenue among top players reflects a specialized divergence. While legacy giants maintain scale dominance, explosive growth is concentrated among intelligence-driven specialists. Notable entrants such as Raythink (+21.3%) and ITX AI (+58.8%) are reshaping competitive dynamics by focusing on high-margin AI vision capabilities.
At ChenanIoT, we view 2026 as the era where “security” is fully subsumed under Smarter Physical Management. The physical security equipment and services market is poised to reach $500 billion by 2026, with AI integration serving as the primary accelerator.
II. 2025 a&s Security 50: The Complete Global Ranking
The following table presents the full a&s Security 50 ranking for 2025, based on 2024 fiscal year revenue performance.
| 2025 S50 | 2024 S50 | Company | HQ | Product Group | 2024 Revenue ($M) | Growth |
| 1 | 1 | Hikvision | China | Multiple | 12,866.3 | 3.5% |
| 2 | 2 | Dahua Technology | China | Multiple | 4,476.4 | -0.1% |
| 3 | 3 | Assa Abloy | Sweden | Entry System | 4,259.1 | 6.7% |
| 4 | 4 | Motorola Solutions | U.S. | Multiple | 1,920.0 | 11.2% |
| 5 | 5 | Axis Communications | Sweden | Multiple | 1,766.9 | 7.4% |
| 6 | 6 | Allegion | U.S. | Entry System | 943.1 | -7.7% |
| 7 | 7 | Tiandy | China | Video Surveillance | 929.5 | 10.0% |
| 8 | 8 | Hanwha Vision | Korea | Multiple | 890.8 | 16.1% |
| 9 | new | Raythink | China | Video Surveillance | 600.3 | 21.3% |
| 10 | 9 | TKH (Smart Vision) | Netherlands | Multiple | 529.9 | -2.2% |
| 11 | 11 | Intelbras | Brazil | Multiple | 470.6 | 17.0% |
| 12 | 10 | Aiphone | Japan | Intercom | 418.3 | 3.2% |
| 13 | 13 | Dongguan Yutong | China | Lens | 381.6 | 27.9% |
| 14 | 12 | CP Plus | India | Video Surveillance | 366.4 | 9.7% |
| 15 | new | Alarm.com | U.S. | Intrusion Detection | 308.6 | -1.2% |
| 16 | 16 | Milestone Systems | Denmark | Video Surveillance | 290.5 | 18.7% |
| 17 | 15 | ZKTeco | China | Entry System | 277.0 | 1.1% |
| 18 | new | Arlo | U.S. | Home Security | 267.9 | -7.6% |
| 19 | 14 | Vivotek | Taiwan | Video Surveillance | 228.2 | -20.0% |
| 20 | 17 | Nedap | Netherlands | Multiple | 163.9 | -15.1% |
| 21 | 19 | TVT Digital | China | Video Surveillance | 161.6 | 7.0% |
| 22 | 20 | IDIS | Korea | Video Surveillance | 148.1 | 0.8% |
| 23 | 25 | Gallagher | New Zealand | Entry System | 123.1 | 5.6% |
| 24 | 22 | Optex | Japan | Intrusion Detection | 120.4 | 3.4% |
| 25 | 18 | Napco Security | U.S. | Multiple | 113.1 | 2.7% |
| 26 | 23 | Infinova | China | Video Surveillance | 108.1 | -8.4% |
| 27 | 29 | Meari | China | Home Security | 103.4 | 10.4% |
| 28 | 28 | Raysharp | China | Video Surveillance | 94.1 | 0.1% |
| 29 | 26 | Dnake | China | Intercom | 90.2 | -17.7% |
| 30 | 27 | Commax | Korea | Home Security | 85.9 | -0.7% |
| 31 | 34 | Tamron | Japan | Lens | 81.4 | 25.8% |
| 32 | 30 | Kocom | Korea | Home Security | 77.0 | 4.5% |
| 33 | 33 | Suprema | Korea | Entry System | 73.0 | 11.9% |
| 34 | 32 | Gwelltimes | China | Home Security | 58.4 | -18.7% |
| 35 | new | Innodep | Korea | Multiple | 56.8 | -7.7% |
| 36 | 38 | Dynacolor | Taiwan | Video Surveillance | 56.1 | 17.6% |
| 37 | 35 | Mobotix | Germany | Video Surveillance | 54.1 | -20.8% |
| 38 | 40 | Synectics | U.K. | Video Surveillance | 45.8 | 12.1% |
| 39 | 42 | Sparsh CCTV | India | Video Surveillance | 41.9 | 28.9% |
| 40 | 41 | Union Biometrics | Korea | Entry System | 41.5 | 10.4% |
| 41 | 39 | Geovision | Taiwan | Video Surveillance | 37.3 | -5.2% |
| 42 | 43 | Senstar | Canada | Multiple | 35.8 | 9.0% |
| 43 | 44 | Hi Sharp | Taiwan | Video Surveillance | 34.2 | 12.8% |
| 44 | 45 | C-Pro Electronics | Korea | Video Surveillance | 27.1 | 8.8% |
| 45 | 47 | Ava Group | Australia | Multiple | 15.7 | 6.3% |
| 46 | 49 | ITX AI | Korea | Video Surveillance | 15.5 | 58.8% |
| 47 | 48 | Everfocus | Taiwan | Video Surveillance | 14.3 | 24.5% |
| 48 | 46 | ACTi | Taiwan | Video Surveillance | 12.6 | -17.1% |
| 49 | 50 | Thruvision | U.K. | People Screening | 7.0 | -29.6% |
| 50 | 37 | Evolv Tech | U.S. | Screening Systems | 6.5 | -71.6% |
Note: The ranking table is referenced from: https://www.asmag.com/
III. Strategic Deep Analysis: Core Market Drivers for 2026
1. The Ascendancy of Agentic AI
The standout phenomenon of 2025–2026 is the adoption of Agentic AI. Unlike traditional analytics that merely classify objects, these autonomous systems can reasoning through context.
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Dynamic Response: A system doesn’t just “see” a fire; it autonomously alerts the nearest personnel, locks down high-risk zones, and adjusts HVAC settings to prevent smoke spread.
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Specialist Performance: The rise of ITX AI (+58.8%) and Raythink (+21.3%) demonstrates that the market is prioritizing software-hardware intelligence over sheer camera volume.
2. Sensor Fusion and Optical Precision
AI performance is fundamentally bottlenecked by input quality. This has created a massive tailwind for component manufacturers:
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Optical Growth: Dongguan Yutong (+27.9%) and Tamron (+25.8%) are thriving as AI models demand 4K/8K resolution and low-light fidelity for pixel-level accuracy.
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Beyond Visible Light: Multi-modal sensing (Thermal + Visual + Radar) is no longer a niche. It is the gold standard for all-weather infrastructure protection.
3. The “Trust” and Cybersecurity Imperative
The catastrophic decline of Evolv Technology (-71.6%) serves as a warning: AI must be transparent and reliable. In 2026, Privacy by Design and NDAA Compliance are not just regulatory hurdles but competitive moats. Brands like Axis and Suprema maintain steady growth by providing high-trust, cyber-resilient architectures.
IV. ChenanIoT’s Strategic Vision for 2026–2028
As an AIoT pioneer, ChenanIoT is bridging the gap between security and business intelligence. Our roadmap is focused on:
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Agentic Edge Nodes: Moving AI from the server to the camera, enabling sub-millisecond autonomous reasoning.
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VSaaS 2.0: A hybrid cloud model that offers the scalability of the cloud while keeping sensitive workloads localized to ensure privacy.
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Cross-Vertical Orchestration: Using security data to fuel “Smarter Physical Management”—optimizing energy usage in smart buildings and labor safety in industrial zones.
Conclusion: The 2025 S50 data proves that hardware is now the “vessel,” while intelligence is the “value.” ChenanIoT remains committed to leading this evolution, making the world not just safer, but more efficient through AIoT.
ChenanIoT Strategic Research Institute Contact: chen@chenaniot.com | www.chenaniot.com
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