Member Info for Aaroon

I have respect for the Tobii product, for interior monitoring. Given their history in the eye tracking field, long term competition from Tobii is serious. But management hasn't been clever in the recent past. They should have seen the automotive driver and occupant monitoring use case much earlier. Now the field is moving too fast, if a company cannot come up with hundreds of millions of dollars to invest in the new use-cases like 3d sensing, new cutting edge AI models, both SW and hardware, it cannot survive. Tobii deal with the new Tier1 will drive down its profit margins, however the company realizes that it needs the support of deep pockets.

whoever has the money to invest in the next five years will create a product moat. SEE strategy of aligning with few Tier1s only, but in a deep and exclusive basis caps our higher end market share in automotive but i feel this is a safer option. the AI models are changing super fast, the hardware is changing too, there will so much need for cash to fund the next product lines.

I was following the possible links between Encharge AI (with its revolutionary memory in compute) Airy3d (3d image perception) and Seeing Machines.

Finally got the confirmation from the interview of Encharge CEO

Highly recommend a listen

https://www.autonews.com/podcasts/shift/an-shift-podcast-encharge-ai-naveen-verma/

So what to expect

1. A 10x power consumption decrease and similar increase in badwidth

2. rear view mirror product with 3d vision integrated

3. Possible announcement of product in the coming months, as CEO said the partnership will be communicated by this year. Interview was in Jan

the company with whom they are collaborating is not named, but i have 100 % confidence its SEE.

Https://www.nasdaq.com/articles/cae-wins-c-270-mln-contract-deliver-future-air-mission-training-system-australian-air

just dont understand why this is not an RNS

CAE (NYSE: CAE) secured a CAD 270M+ contract with the Commonwealth of Australia to deliver the Future Air Mission Training System (F-AMTS) under Project AIR5428 Phase 3.

The long-term agreement covers an initial 10-year performance period and will deliver an integrated synthetic training system to RAAF Base East Sale combining courseware, ground and airborne synthetic elements. The program is due to produce first graduates in 2028 and is expected to create over 40 skilled jobs in Victoria.

https://www.stocktitan.net/news/CAE/cae-awarded-contract-to-deliver-australia-s-future-air-mission-1lro02bg1m2u.html

The F-AMTS represents a transformation in how the RAAF will train its mission aircrew. CAE will deliver, with leading key industry organizations such as Nova Systems, Adacel, DXC Technology, Milskil, MMCLD, Airflite, and Seeing Machines, a modern, integrated training system. This system combines an advanced learning environment, courseware, and synthetic ground, and airborne training elements to replicate real-world operational complexity.

https://finance.yahoo.com/news/cae-awarded-contract-deliver-australias-012500684.html

NO RNS !!!

@Maplinman great research, i couldn't have founc that with my usual AI search

@Seeing2020 we would need a couple of more shipping data points to be sure. Every Gen3 unit seems to be 0.7 to 0.8 in weight per shipping

But more interesting is now we should be able to detect upcoming gen3 volumes before KPI, if the shipping information is published without delay.

using this as a benchmark we might be able to guess gen3 volumes before KPIs are published

I will update if i see further new shipping information come up

Https://www.pciltd.com/blog

P.T. Pci Elektronik Internasional, a supplier based in Indonesia is the supplier for Guardian Gen3.

Identified the following shipping details for guardian gen3. I am not going to share the source of this shipping information, its available if you know where to look .

2025-01-29 GUARDIAN GEN 3 423 Kgs

2025-06-04 GUARDIAN GEN 3HS CODE : 8543.70.9099 - 1115 Kgs

2025-11-10 GUARDIAN GEN 3 892 Kgs

Additionally we have two other suppliers

1. In-tech Electronics - https://www.in-tech.com.hk/company/customer-testimonials/

2. MITAC digital technology incorporated

NetraDyne really has one option left for its DMS, partner with another mature company. Its current offering does not include IR cameras, tells a lot about the quality of the DMS

Think this is very important, this must have been years in making. Lots of data gathered from Guardian and now these complex features are getting realized.

This is what you cannot achieve with synthetic data, need proper real time data

RNS probably soon on this

Seeing Machines Limited, the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety announces the launch of its enhanced distraction detection feature, known as “attention sharing”, in its leading Aftermarket safety solution, Guardian Generation 3. This feature is the first of its kind available to fleets worldwide, capturing subtle distraction events that other driver safety systems often miss.

https://itwire.com/business-it-news/data/seeing-machines-launches-world-first-%E2%80%98attention-sharing%E2%80%99-feature-for-enhanced-distraction-detection-capability-in-commercial-fleets.html

Thanks @Maplinman

well then DHL is coming next i guess, given PMG likes them so much on Linkedln :)

Yes they do @Escovido

https://www.dhl.com/in-en/microsites/csi/computer-vision/logistics-use-cases/people-health-and-safety.html

Israel-based Cipia promises an added layer of intelligence to the in-car and in-cabin automotive environment. Using edge-based computer vision and AI, the company offers a range of sensing solutions including driver monitoring systems and occupancy monitoring systems for better, safer mobility experiences.

Thanks @Whatif18. you are right we just need to keep winning this segment

I do expect Gen3 to be bumpy, unlike automotive royalties. Quarter to Quarter when the sales are recognized and seasonality of the business.

I am more inclined to think this is DHL rather than Amazon.

I agree Tobii interior feature set looked richer than either SEE and SmartEye.This is expected given their existing expertise in non automotive tracking.

But this is not a great moat, given the advances in AI. The company with cash and partnerships will ride the AI wave

@Seeingisbelievin whats so unique about this SCDO you keep taking about?

single camera RGB IR is already in Magna mirrors. A single camera RGB IR has been long in SEE portfolio.

the fact is Tobii missed the train by being late to this market.

Both of the large players have developed their expertise for more than 20 years, survived hostile initial years and spend close to 200-250 million on developing world class products

what is so special about SCDO?

@isb1974 an engineering project like that would lead to NRE revenue of 3-5 million dollars. As this is a feature rich OMS project i suspect it would be towards the high end, spread over a couple of years.

Does it mean we are a tier1 now too like smarteye?

interesting the OEMs want the validation of the product first, before awarding volume contracts. Looks like they have burned their fingers before with some other supplier :)

Https://corporate.tobii.com/newsroom/press-releases?s=invitation-to-presentation-of-tobiis-report-for-the-third-quarter-2025

Tobii is looking to save 100 MSEK over next year, cost cutting, very drastic given its size.

Going to raise money

Interesting part is they shared VW magna research from In cabin Barcelona and comments from ColinB.

What confuses me is that Tobii sees itself as a competitor to Magna and Gentex for the DMS OMS from rear view mirror.

I thought the SCDO solution from Tobii was not localized in the rear view mirror but overhead console.

Given Gentex went its own way, the only logical deal for SEE was Magna and glad we locked SmartEye out of this segment.

We might see a huge shift in the DMS OMS market with rear view mirror capturing the attention

Safety organisation ANCAP has distanced itself from "modifications" developed by owners of BYD Shark 6 utes and other Chinese cars to pacify "annoying" audible warnings from the crash-avoidance systems needed to earn top marks in crash testing.

A number of so-called 'dust covers' have appeared on marketplaces such as eBay to obscure vehicles' driver monitoring systems (DMS), which use a camera pointed at the human's eyes to check for inattention and fatigue.

The technology has been criticised by customers and media – on the Shark 6 and dozens of other vehicles – as overactive, and prone to beeping at the driver for quick glances away from the road to adjust the radio or check mirrors.

https://www.drive.com.au/news/byd-gwm-owners-using-covers-to-silence-annoying-safety-features/

https://ozi4x4australia.com.au/products/byd-driver-monitoring-system-dms-camera-cover

Its because SEE has for many years got a Tesla with a rigged in CAN bus to demo DMS