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Rodney Stewart (SM Chief Engineer) commenting on linkedin
"Great article Colin.
I'm obviously a biased observer here but I can't help but comment. The good thing about pioneers like ARM and Mobileye are that their business models are there for everyone to see and learn from. We have a lot to do before we can in any way compare ourselves to such great companies but hopefully some day we can look back and say that our approach was the right one. It certainly feels that way from our viewpoint and the work we have done (which doesn't happen overnight) has set us up to explore ways that we can work actively with technology partners to accelerate innovation and adoption of DMS technology.
Thanks for taking the time to read, understand and report on the whitepaper. I'm glad to see it adding colour and perspective to what we do and your commentary is a great way to help people join the dots on the possibilities ahead of us."
It’s a bit like red eye and smarteye then haha only Colin isn’t making it up, he compares the licensing model to Arm.
Only a few more months to find out who the other companies are when the RFQs are settled.
Merc,bmw,vw, Ford, GM, Chrysler already in the bag and then the ones the licensees have won??
An ever expanding ecosystem growing organically
It may be factual but it’s the interpretation of those facts and how you present them to your view.
Seeing machines are not the only company doing eye tracking there are quite a few companies out there doing it. Instead of going into electronics they have focused on safety where their product will be tightly regulated and have a higher performance criteria then other sectors. This gives it an advantage & greater barriers to entry for other competitors. They may be able to go into other applications but will there product be to expensive/ to good for a consumer product?
When Colin starts saying this company can be the next arm it’s a worry that he’s getting carried away with himself and therefore can you really trust his interpretation of the facts?
He is a shareholder and has been for some time. Other than that he is independent and is more bullish on prospects than the BOD.
What about the article is not factual? Haha, what a ridiculous statement.
How impartial is Colin? Seeing use him as reference in their slides. Are they paying him to write these articles?
Just wondering if we’re being sucked in by seeing spin. The company seems to be on the cusp of accelerating sales & it has major partners but the article comes across as too much hype.
Arm should never have been sold out of the country.
It’s like selling the Crown Jewels.
Hi seeing2020 what first made you interested in arm
Whoever holds the licence for the occula ASIC can do as they please with it I believe. Certainly hoping we SEE a few surprises and ventures Into new markets with this tech.
Kiosks and doorbells are the front runners for this imo, not to me tion mobile devices.
But it'd be nice to get auto sewn up first, cmon SEE show us the money!
I’d love to see someone finding a use for us in the metaverse.
Glasses are an obvious one
Schiemiel sorry mate yes 1,010 pence was the highest price Feb 2000 and then as you say down in the 40's with the stock market slump
seepee
It was 40p fella not £40
I can remember ARM trading at 40 quid a share when they were stock market listed
Soul, its a great article, but I prefer its from an independent industry expert especially one who is "uncannily accurate".
In terms of an RNS from SM, I would expect that when a license contract is signed from any of the dozen or so potential licensee's mentioned by said industry expert.
Amazon
Apple
Google
Samsung
Renesas
Intel
NXP
Toshiba
OnSemi
STMicroelectronics
Geo Semi
Or of course the one that started the ARM story, Texas Instruments.
For those who don't know the history, well before the takeover by Softbank ARM had a circa 20x rise in 12 months on the back of such license deals. Prior to that they had lots of shareholders complain about a flat SP.
This article is so good SEE should turn it into an RNS !!
Seeing-2020, “ I have also studied the ARM story and this article by Colin is immense.”
Well said, but Perhaps a brief précis for those not familiar with ARM might further highlight our potential as mentioned in colins’ excellent article.
From Colins linkedin post
"Obvious short-term new licensees for #Occula are therefore OMNIVISION's image sensor competitors, notably onsemi and STMicroelectronics, and other #ISP suppliers such as Geo Semi. All are existing #Arm licensees. Others could include technology majors looking at the #automotive and transport sector (such as Amazon, Apple, Google, Samsung Electronics) as well as automotive processor suppliers such as Intel Corporation, NXP Semiconductors, Renesas Electronics, Texas Instruments and Toshiba. Not to be overlooked is the possibility of some #automakers licensing Occula to design into future in-house #ASICs."
I have been around a while and read a lot of Colin articles, I have also studied the ARM story and this article by Colin is immense.
"Qualcomm is merely the first of the technology majors to fully comprehend the revolution ahead in the digital ****pit and chassis, a trend which has barely begun and yet will run for decades. Apple is likely monitoring technology developments for use in a future iCar, so too Amazon, Google (Alphabet) and others.
https://www.eetimes.com/wp-content/uploads/DMS_Semicast.png
As the above slide shows, analysis of the key competency indicators (KCIs) suggests Seeing Machines is heading for the leading position in the DMS market. Intriguingly, no partnership announcements were made by either Cipia or Smart Eye at CES.
As this article explains, an automotive ecosystem is rapidly forming around Seeing Machines that includes Omnivision, Ambarella and Qualcomm. Bolstered by a recent $10 million investment from Magna, design-wins with automakers such as Ford and Volkswagen, and partnerships with sixteen tier one suppliers (as of August 2021), its rise now has both traction and momentum.
We are witnessing the emergence not just of a new supplier, but of an entirely new class of technology. For all the talk of “consumer AVs,” and “personal AVs” at CES, the next big trend is seeing machines that understand humans."
Can anyone load that onto a SEYE bulletin board, a nice piece for them to read over breakfast.
https://www.eetimes.com/seeing-machines-might-be-the-next-arm/