Member Info for chris100

I haven't seen any as yet. There was an assessment of SM DMS over in china in the Passat pro, where it attained full marks 3/3.

The same tests for the DMS on the Firefly gave 2/3. While a recent Euro NCAP review of some (the same?) variant of the firefly gave 1.3/2

So early indications are good.

https://www.youtube.com/watch?v=tXqdQsmiCTY

https://www.youtube.com/watch?v=N_EI_gwXUU4

I am hoping Mitsu can help to get SM in with Toyota. Their Urban Cruiser got 0.5/2 for it's direct DMS in recent Euro NCAP tests. That's barely a better score than the indirect systems are receiving.

The IX3 also has level 2 highway assist as an optional. I can't in a million years see the toby greenhorns supplying DMS for this car.

I see that CB described this as a 'new multifunction interior camera' in an article just 2 months ago. It covers DMS and perhaps OMS then I guess.

https://www.understandingdms.com/p/bmw-previews-2026-ix3-neue-klasse

Just under the mirror, on the 2026 BMW IX3. Must be Valeo/SM. Goes in to production first quarter 2026.

https://www.youtube.com/watch?v=yJCy00UCp3Y (17:15)

Correction, 7:05 !

Better one at 13:51

https://www.youtube.com/watch?v=siRKRrLsOIw

SM DMS in magna mirror at 10:23. I think the ramp up is starting.

https://www.youtube.com/watch?v=xsYK0h7YvmQ

Https://fordauthority.com/2025/08/ford-f-150-named-blue-ovals-2024-bluecruise-champ/

https://fordauthority.com/2024/12/over-half-a-million-ford-vehicles-have-bluecruise-in-america/

That's some increase in cars with bluecruise since the back end of last year and Ford must surely account for about a third or more of total cars that SM has penetrated these last 12 months. Whether that growth can be sustained I don't know, but the tech is supposedly being rolled out in to the Bronco, Ranger and Mustang at some point.

It certainly provides some promise for the next set of KPI's, which cover July, Aug, Sept.

Https://www.fromtheroad.ford.com/us/en/articles/2025/bluecruise-mapped-our-2024-hands-free-highway-data-jam

We saw SM DMS in the Q3 a little while back and the 2026 Q3 Sportsback seems to be all over utube today. Pretty sure that's the DMS behind the mirror at 8:00 in. Available for delivery in November, so no doubt in production now.

https://www.youtube.com/watch?v=LUW4dBTrWLY

Is it the suggestion that DMS for Lynk &co 2 is provided by the SM acquisition Asaphus? The illuminators look different than usual, as there is only 1

https://www.youtube.com/watch?v=pQShGknHkxk (12:50)

Same with Lynk & co 01

https://www.youtube.com/watch?v=9jaGqMGYbp0 (2:50)

Moving on to our partner, Mitsu. I guess the DMS is their in house product, but will be SM going forward

https://www.youtube.com/watch?v=jeV95ggx6vk (1:57)

I think the semi autonomous car market is growing quite nicely, looking at super cruise and blue cruise. Potential decent growth there nearer term. Whether DMS gets mandated over in the US remains to be seen. Other catalysts for growth are hopefully new verticals that Paul mentioned.

Those forecasts look good. Would 4 x revenues be a fair market cap for that kind of growth? I think it would be, but clearly still a bit to prove. Some may remind me of the magna convertible note too.

It's always quiet mid summer. But we're going in to cars in quite a big way now as per the last KPIs, a lot bigger still over the coming months.

2026 BMW model, with SM DMS at 8:36

https://www.youtube.com/watch?v=YgniS4jmuUA

I'm guessing 'G+' is a Good plus and an 'A' equates to Acceptable!

Is this a good score for our DMS, looking at the Barometer (G+)? (2.21)

https://www.youtube.com/watch?v=tXqdQsmiCTY

Interesting to see our tech find it's way in to the Russian market (18:17)- https://www.youtube.com/watch?v=Q_3v6t1fDKo . Maybe DMS penetrates other markets not by regulation, but by stealth.

Looking at the comments section though, this model isn't cheap and there are perhaps more affordable cars being produced in China .

Thought the KPIs the other day were really good for auto. Things are moving in the right direction on that front.

I guess the question is however, how many have our tech and how many that of our main competitor?

'By the end of June, there were over 500,000 vehicles on the road equipped with Super Cruise. This is a year-on-year increase of over 100%, and by the end of 2025, GM expects to double the number of cars that have the hands-free system.'

https://www.autoblog.com/news/gms-super-cruise-hands-free-system-even-better

I know they were/are planning to be a Tier 1 - wasn't sure that was currently the case though!