Seeing Machines Share Price (SEE)

Rav 4 Pod behind steering wheel. Does not appear very often.

42:25

https://www.youtube.com/watch?v=7nvboYcebpY

Yes, that's the Magna mirror in the A3. 2 vents and the right LED config.

The LEDS in the pod on the other one almost look like icons, they are so big.

Another question to AI

How strong is the link between toyota and Renesas

The link between Toyota and Renesas is extremely strong and deeply strategic, functioning as a critical partnership for advanced automotive technology rather than just a simple buyer-supplier relationship. As of 2026, Renesas is a core semiconductor provider for Toyota’s next-generation vehicles. [1, 2]

Key Aspects of the Relationship:

Next-Gen ADAS & AI (2026): Renesas’s R-Car V4H system-on-chip (SoC) has been selected for the ADAS (Advanced Driver Assistance System) control unit in the 2026 Toyota RAV4, as well as AI-powered features.

Deep Integration via Denso: The collaboration often flows through Denso (a key Toyota affiliate), which uses Renesas’s technology for Electronic Control Units (ECUs) in Toyota’s autonomous-driving and high-end multimedia systems.

Strategic Investment: Following a 2018 investment where Denso purchased a 4.5% stake in Renesas, the two companies work closely on developing technologies for "connected cars" and autonomous driving.

Long-Term "Rescue" Bond: The partnership has historical depth; in 2012, Toyota and its affiliates (including Denso) invested in Renesas to help stabilize the chipmaker during a financial crisis, cementing a partnership focused on ensuring supply.

Mission-Critical Supply: Renesas is a vital, high-volume supplier of microcontrollers and system-on-chips. Disruptions at Renesas plants (such as the 2021 fire) directly cause production stoppages at Toyota, highlighting their deep dependence. [1, 2, 3, 4, 5, 6, 7]

In summary, Toyota relies on Renesas for its automotive "brains," while Renesas relies on Toyota for high-volume adoption of its advanced R-Car and MCU products, making them interconnected allies in the software-defined vehicle era. [1, 2]

I asked AI how does Renesas and seeing machines would involve Ceva. This was the reply. Very interesting.

The integration of Renesas, Seeing Machines, and Ceva forms a classic automotive silicon "sandwich"—where Renesas serves as the physical silicon platform, Ceva provides the internal hardware accelerator IP, and Seeing Machines supplies the specialized software layer running on top.The three companies come together through a layered chip architecture and a shared customer ecosystem:1. The Silicon Architecture (The Core Link)Renesas does not design every component of its R-Car System-on-Chip (SoC) from scratch; instead, they license highly specialized sub-processors from IP companies like Ceva.The Hardware Acceleration: Renesas integrates Ceva's NeuPro-S or SensPro AI Digital Signal Processors (DSPs) directly onto the silicon floorplan of the R-Car V4H platform. This hardware is explicitly designed to handle intensive computer vision workloads using minimal power.The Software Execution: When Seeing Machines deploys its driver-monitoring software onto a Renesas R-Car chip, its eye-tracking algorithms and deep learning networks are processed and accelerated by the Ceva AI hardware embedded inside that chip.2. Tier-1 & OEM System IntegrationFor a car manufacturer like Toyota, these three distinct layers are presented as a singular, unified solution inside an Advanced Driver Assistance Systems (ADAS) or domain control unit.Ceva licenses its AI architecture to Renesas.Renesas manufactures the finished R-Car V4H chip.Seeing Machines optimizes its code to run flawlessly on Renesas' hardware.Tier-1 Suppliers (like iMotion or Denso) buy the Renesas hardware, flash the Seeing Machines software onto it, and deliver the final complete "smart camera" module to the automaker.3. Shared Industry PipelinesBecause the automotive industry requires strict safety compliance (like ISO 26262 / ASIL-B standards), all three companies design their respective parts to complement each other:Ceva's DSPs are certified for functional automotive safety.Renesas wraps that IP into a safety-certified computing platform.Seeing Machines utilizes that verified safety-critical processing layer to comply with strict global safety regulations (like Europe's General Safety Regulation for driver drowsiness detection).

We'll see the Skoda Epiq on Tue 19th May with SM DMS.