Member Info for chris100

MINIEYE only founded in 2013, Mobileye 1999. I think these nascent entrants have likely got some catching up to do and as a SM investor I hope they are many years behind the curve.

If MINIEYE Lane keeping Assist is still 'in research and development' (No ISO and not yet ready for deployment?), as per the website translation, then not sure how much use it would be for a Supercruise type system.

http://www.minieye.cc/product

Much of the product functionality on that website is described as 'under development'. So this company are I guess relatively new entrants, who are perhaps looking to focus on the large Chinese market? There is surely a big learning curve for them here along with all those others that showed up at CES. Not that we should get complacent of course!

The can may just get kicked down the road again re Brexit. I actually don't see how it really impacts SM very much, but that doesn't mean we won't experience the usual shenanigans on this crap exchange.

I wonder how the BDMS trials are going? Waymo appear to be on a long journey with regard to driverless cars and you'd think there would be some serious interest in BDMS going forwards.

https://futurism.com/waymo-safety-data-trust-numbers

Anthony Levandowski again. This is of course the guy who was accused of stealing Waymo tech secrets. Anyway, he thinks Level 2 is the way forward for now and is a big proponent of DMS. Let's hope his system is reliable at over 70mph unlike one tech that we're aware of!

https://electrek.co/2019/02/11/anthony-levandowski-pronto/

'“We actually think that the driver monitoring piece is as important as the self-driving piece,” he said. “To make sure that the driver is paying attention and not using their cell phones….we look at where the head is, where are the arms pointing?”

Redindi - It may be confirmation bias or wishing to embellish things. It's something that broker/research notes do and why these days I prefer to take them with a pinch of salt!

Not read all of it but what I what I have read doesn't sound entirely accurate. Redeye claim that SEE have changed to a hardware model, but to my knowledge only Ford and Byton have signed up to the xilinx chip thus far. So I think SEE are still hardware agnostic if the customer so desires!

Subaru Legacy

https://news.yahoo.com/redesigned-2020-subaru-legacy-180532507.html

Mr Edwards comments re chaff spring to mind

'The Legacy also offers a driver monitoring system that uses a camera and facial recognition software to monitor whether the driver is distracted or falling asleep. When we experienced this system on the Forester, we found that it could detect some gross head movement, such as when drivers have turned away from the road, but it could not discern some risky behavior such as gazing at a handheld phone.'

A positive takeaway was Nick saying that the chip can enable an automotive DMS solution to be implemented for in 18 months. Could our competitors, who don't have an auto grade chip, manage this? Euro NCAP 2022 is not that far away, though I share the frustration of others having been here since 2013. I hope that the market recognises this company long before then and I think a few nice wins this year will go a long way towards doing that.

VW Passat is released later this year at SAE level 2. The driver is however required to touch the steering wheel. For me this is telling, how long have Smarteye been in bed with VW and yet their tech seemingly isn't suitable at 210 kms per hour?

Considering SEE DMS is used successfully in the GM Supercruise solution and will also be in a BMW semi autonomous solution, this bodes well for Seeing Machines who are bidding for a VW contract.

https://www.greencarcongress.com/2019/02/20190206-passat.html

'Like with the predecessor system Traffic Jam Assist, the adaptive cruise control ACC is responsible for longitudinal guidance in Travel Assist, while the Lane Assist adaptive lane guidance system handles lateral guidance. While this automatic longitudinal and lateral guidance system was only available up to a maximum of 60 km/h in connection with Traffic Jam Assist, the Travel Assist option in the new Passat enables partially automated driving up to 210 km/h.

Travel Assist is activated via the multifunction steering wheel in a matter of seconds with a single button on the left-hand steering wheel clip. If Travel Assist is active, it enables partially automated driving at SAE Level 2 functionality.

The driver must permanently monitor the system in Level 2 for legal and safety reasons. To ensure this, Travel Assist monitors whether the driver has hands on the steering wheel. This is more convenient in the new Passat than ever before as a direct result of the first capacitive steering wheel from Volkswagen.

It is now sufficient that the driver merely touches the steering wheel; the capacitive surface recognizes that the driver is still controlling the vehicle by means of hands-off detection. In the past, feedback was required from the driver in the form of a slight movement of the steering wheel.

Furthermore, if the driver lets go of the steering wheel for more than around 10 seconds, then a series of warning signals (visual, acoustic, braking jolt) are issued. The driver must react by this point at the latest and touch the steering wheel, otherwise Emergency Assist is activated and the Passat is automatically brought to a stop.'

Correction to my earlier post, Honda are probably 6th or 7th in terms of production volume in 2018. I believe Ford, GM and Hyundai produced more cars. If you separate the Nissan & Renault alliance (I wonder who they will work with?), VW and Toyota are the stand out gorillas in this space. Like I said earlier, winning those two would be like winning 4-6 decent sized OEMs.

Winning Toyota and VW would probably equate to 4-6 decent sized wins. Then there's possibly Honda who must be about the 3rd or 4th biggest auto maker volume wise. Considering who SEE have already won, they look very well placed to succeed.

I think that SM have so far won 4 contracts (out of 5) which are seemingly with the bigger auto players is also v significant. Let's hope that VW and Toyota are added to the list. These two appear to be the largest auto makers globally and the value of such wins would surely dwarf say Volvo or JLR. Though, granted, Smarteye seem to have picked up a big win in Korea. I'm not sure why SM did not bid on that one, if that is correct?

If semicast is right re mission citical DMS, and Peugeot-Citroen are going to be introducing SAE cars at level 1-3 via Aptiv, as per their presentation, who else could be supplying DMS here if not SM. I also thought SM reach extended to US,Japan and Germany but perhaps there is a French connection?

I'm not sure that PSA are particularly high or mid end though. I'm not being disparaging, I drive a Renault Clio which is an efficient runner and a nice enough car for me!

Given that is was announced that Aptiv had partnered with Affectiva in January, does it now make it more likely that Aptiv is working with SEE? I'm looking at Semicast's recent tweet about SEE DMS and Affectiva most likely being used in high and mid end cars, while solely frame buffered DMS (Eyeris, Eyesight, Jungo, Smarteye) is used for lower end cars.

http://www.thedrive.com/tech/25767/aptiv-wants-to-use-ai-software-to-read-vehicle-occupants-moods

I'm not overly worried about our executives not buying shares. It's not as if they don't receive shares as part of an incentive plan. I can remember being invested in Flybe a few years ago and the executives there were buying lots of shares. Look at where it is now. The shareholders there have been shafted imo and it's enough to put you off investing on LSE. Thankfully I haven't held for a long time!

Then there's TRAKm8. I won't go there as that's one investment I'd rather forget about!

Granted, Fleet was a big let down in 2018 given those original forecasts. As to exactly what happened, we may never know. Maybe those ambitious forecasts were never realistically achievable and it was done to get the placing away in Jan 18, who knows.

However, 2018 has gone and there is plenty to look forward to. CES in Jan has told us that unless you were asleep.

I saw this article today. Mobileye now much more focused on level 2, augurs well for DMS too

'Intel’s Mobileye CEO talked about leveraging some of its RSS (Responsibility-Sensitive Safety) autonomous driving technology – originally designed to support Level 5 autonomy – for Level 2-type implementations. Again, this reflects the more realistic perspective that the auto industry and its tech partners now have for autonomy, and it shows how Intel is adapting its offerings to meet these more realistic needs.'

https://eu.usatoday.com/story/tech/columnist/2019/01/19/before-autonomous-cars-digital-cockpits-and-assisted-driving-hit-road/2608987002/

Are the sausages being prepared in a Bosch cooker? Quite possibly. I was wondering about a Japanese Tier 1, but either sausages or sushi will be great.