Member Info for Escovido

"how far in the distant future?" I don't think anyone apart from a few at the top could answer that with certainty, other than to say 'a day closer than yesterday'. It is, to my mind, perfectly feasible that a decent order, linked to an infrastructure project for instance, would be convincing enough for the market to think that others will follow and tipping point has arrived. Perhaps testing has finished. Perhaps the pricing has just been agreed. It could drop any time.

Re Stifel: I think even Motley Fool did better recently. How much are we paying them to not really research any of the facts anyway?

My fave bit, because Paul is a LOT more circumspect since 'Imminentgate' is PM stating : "We are extremely confident that this combined solution will be successful across the automotive market as our Tier One and OEM customers seek more advanced levels of integration."
He doesn't use words like 'extremely confident' unless it's pretty much in the bag IMO.

I saw it as SEE combining the front facing camera data with the DMS IE sensing if a driver has seen the approaching pedestrian etc. An important step towards Zero Fatalities.

12 should go today.

nm

Quote from the "Uncannily accurate" Colin Barnden.

"However, the mirror is both space and power constrained, demanding a highly-optimized imaging signal chain to meet the conflicting needs of high-performance vision processing with very low power consumption. Together the OX05B1S sensor and OAX4600 processor represent the interior sensing equivalent of an ace high royal flush, combining 5MP resolution with best-in-class image processing and low power consumption. It isn't obvious how this solution could be bettered on a performance-per-watt basis and looks positioned to be extremely successful in the automotive OEM nominations for occupant monitoring to be decided throughout this year and next."

My only Q re your otherwise credible answer is, do we really know more about the market for DMS/OMS than the buyers at major OEM's?

I think this was very much priced in. I , for one, am happy we aren't there as I'd hate to have the automotive team off sick for the rest of January.

Withdrawal from in-person attendance at CES 2022

As expected and no biggie.

Finally looks like Santa has arrived.

Time will tell but I would think it would need the wider group to be larger than the ford contract.

Do Audi have 60+ models still leaving room for expansion? Apply the same question to the other, tiny manufacturers suggested by others as contenders. I'm pretty sure it's the broader group.

You can believe what you want to believe but don't come on here throwing your weight about telling others what not to say and expect to be lauded for it.

Trouble is, I would rather SEE went up properly than SEYE dropped.

Mikey, take your consolidation with you when you go. :)

Mup pet!
Still no news stories out yet. Plenty left in the tank.

12%

CB is is Semicast Research