The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Hyms, good point, on word search only one mention of Bosch and that's within the Qualcomm section.
I'm sure Bosch attended?, didn't we see some photos of SM tech
It's not what you say, it's what you dont say
#TeamBosch
Still at work but managed to scheme through from phone.
Seeing, did you notice there’s no mention of Bosch??
An oversight or what....!?
OR Did I miss it?
Gentex
Last year at CES 2019 when Autonocast interviewed Seeing Machines, one of the other guests was the guy from Gentex
https://www.motor1.com/news/390860/aston-gentex-camera-monitoring-system/
Let's hope they exchanged business cards. Gentex would be a good way to get Seeing Machines into lower volume high value cars!
No, Cenkos attended CES and wrote a detailed report on what they saw.
I guess they haven't upgraded yet as the Trading Update, Volvo win, license deal, etc haven't been issued yet
Cenkos retained their rating based on the fact that they've seen sight of the latest market update?
Tks
No they retain their 12p target price and 40% market share
Seeing20 have cenkos upgrades their buy price?
No bunce in the schedule
"Seeing Machines
As with previous years Seeing Machines did not have an exhibit at CES but instead had a
marketing suite in a hotel near the Las Vegas Convention Centre. In addition to being publicly
demonstrated at the Veoneer pavilion, this year Seeing Machines was also running a
demonstration system at the BMW pavilion.
Seeing Machines had its busiest ever CES week as demonstrated by the way the team only had
time to see us right at the end of the week on Friday afternoon. This compared to previous years
where we were able to meet the team in a gap in the middle of the week."
Team300
New Tier one and an Aviation link
"Gentex
Gentex had a much larger stand this year and was for the first time demonstrating a DMS
system. This was seamlessly integrated into a rear-view mirror and the camera and IR sources
were completely hidden behind the mirror glass. We found out that the live demonstrator was
using Seeing Machines technology but the company was keen to point out that it is open to
other DMS software suppliers. Gentex’s other advanced products included iris scanning for both
the automotive and aviation sectors."
#Team300
Imo this is the best bit of the report after a quick scan, I would read it slowly multiple times
"Qualcomm working with Seeing
Machines
On day two of CES2020, Seeing Machines and Qualcomm Technologies announced that they are
working together to deliver optimised Driver Monitoring Systems on high-end infotainment
platforms to the global automotive industry. The announcement noted that the companies are
working closely on an optimised implementation of the Seeing Machines’ DMS solution for a
global premium automaker. The technology is being designed to be scalable across different
tiers of ****pit systems utilising the Snapdragon platforms’ efficient heterogenous computing
blocks and Seeing Machines and Qualcomm Technologies intend to support this integrated
solution more broadly across the automotive industry.
Qualcomm is one of the top six major Tier 2 processing platform providers to the auto industry
and this relationship adds to Tier2 processing platform relationships that also includes Xilinx and
we believe most likely at least a few of the others: Renesas, Infineon Nvidia and TI.
The announcement with Qualcomm formalises and publicises a relationship that we believe is
probably several years old and we believe this will have a highly beneficial marketing impact for
Seeing Machines. This is because other OEMs looking for DMS solutions will now see a market
ready solution available through a major trusted supply chain partner. Qualcomm is a trusted
advisor to 33 different OMS, according to its marketing materials,
In the Qualcomm CES presentation, it noted that it already had a first win for a premium next-
gen infotainment design for production vehicles starting 2020. Additionally, 19 different
automakers have selected the Qualcomm Snapdragon Automotive ****pit platform (which
includes as an option Driver and Occupant monitoring). and with Tier 1 partnerships including:
Alpine, Bosch, Continental, Denso, Desay, FG, Garmin, Hangsheng, LG, Mitsubishi, Panasonic,
Tencent and Visteon.
Interestingly, one of Seeing Machines’competitors Jungo was presenting on the Qualcomm
stand last year and was not this year. One could potentially conclude that Qualcomm has tested
various DMS supplies internally and with its customer base and is realising the strong demand
pull from OEMs and Tier 1s for the reliable product ready DMS software solution from Seeing Machines"
#TeamPrudent300
It's a 35 page detailed report on CES
#Team300
Has released a new note. Not sure what it says though as it’s subscription ...