We would love to hear your thoughts about our site and services, please take our survey here.
I guess SEE will be in the electric sibling as well.
“The company is also developing a fresh version of the flagship Mercedes-Benz S-Class sedan, a key profit contributor, which will be flanked by an electric sibling dubbed EQS next year that offers a battery range of more than 700 kilometers (435 miles).”
https://www.ttnews.com/articles/daimler-ag-sharpens-cost-cutting-sales-recovery-horizon
Timothy Edwards has celebrated this on LinkedIn.
https://www.linkedin.com/posts/emin-tarayan-098a53102_new-mercedes-s-class-2021-crazy-interior-activity-6687401833897435136-Ishg
Great find Terry, all these gems add up to form a much bigger picture. There is no doubt that there is a growth story for DMS in play and that SEE will be a big part of it.
As things currently stand, I’m still of the opinion that the company will hit profitability in 12 to 24 months time and, from my own personal analysis, as long as SEE reports circa A$30mil cash as of 30th June 2020, I’m of the opinion they will be on track to achieve it in that window. The only caveat I’d put on this is, it is still not clear how much longer C-19 is going to affect the global market.
Any thoughts?
“ The first fully electric BMW X model is ready to conquer the roads. Stay tuned for the grand debut of the first-ever BMW iX3. Coming next week on LinkedIn live.”
https://www.linkedin.com/posts/bmw-group_bmwgroup-electrifyou-theix3-activity-6687271639912087552-qRTG
Great post seeingtom. My sentiments exactly. A tech arms race is currently in play. Being left behind could be commercially disastrous. The SEE chip gives those who need to catch-up a fighting chance of doing so.
Hi BS16, I have tried to make a list for SE but there’s not much more info beyond their RNS’s. I have no idea what cars they are about to launch in.
All I know is that they are not in Super Cruise, and almost certainly not in CoPilot-360 or the future BMW semi autonomous system, and that is very important for SEE and its shareholders.
Tech arms race anyone.
It all started with the GM CT6 and Super Cruise, but by the end of 2021 the following should all be on the road with, very probably, a SEE DMS fitted:
GM - Escalade
GM - CT4
GM - CT5
GM - Lyriq
Ford - F-150
Ford - Mach-E
Merc - S Class
BMW - i4
BMW - iNext
BMW - iX3
Byton - M-Byte (on the assumption the company survives Covid)
FCA - Vehicle yet to be announced.
Have I missed any? Lots more to come I’m sure!
All might not be lost.
https://twitter.com/ray4tesla/status/1277991846623367170
Excellent post RFrost. I’d be surprised if Qualcomm is innovating such a groundbreaking consumer product with only one specialist eye-tracking company but, until we hear officially that SEE is involved, we can only speculate. Hopefully the Kinect link will bear fruit in the short to medium term.
This may have helped sentiment.
https://www.linkedin.com/posts/ryanmurphyaus_staycovidsafe-activity-6663716580184199169-I95n
https://www.linkedin.com/posts/veoneer_we-begin-production-of-our-advanced-sensing-activity-6663696034436386816-yzmx
This is my guess - Could the Volvo RNS be inbound?!
I have had an initial stab at assessing what sort of annual sales numbers we could be looking at in Auto by the end of 2021 (calendar). As alluded to already, the virus may disrupt the release of models but, for the moment, I will assume that the need to maintain a competitive edge will see the successful release of the majority of these models. The other assumption I have made is that the majority of the below models will have a SEE DMS (as good as it is, a few of these models have been linked to SEE through the research on this board, and not officially announced).
GM - Escalade 37,017 (2019 sales)
https://gmauthority.com/blog/gm/cadillac/escalade/cadillac-escalade-sales-numbers/
https://www.cadillac.com/future-vehicles/escalade-suv
GM - CT6 8,126 (2019 sales)
https://gmauthority.com/blog/gm/cadillac/ct6/cadillac-ct6-sales-numbers/
https://www.cadillac.com/sedans/ct6
Ford - F-150 896,526 (2019 sales)
https://www.torquenews.com/9539/ford-f-150-continues-its-sales-dominance
Merc - S Class 71,700 (2019 sales)
https://www.best-selling-cars.com/brands/2019-full-year-global-mercedes-benz-sales-worldwide/
Total 1,013,369
GM - CT4 / CT5 (Super Cruise to be available soon)
https://gmauthority.com/blog/2020/04/vast-majority-of-cadillac-ct6-owners-want-super-cruise-in-their-next-vehicle/
BMW - i4 / iNext / iX3
Byton - M-Byte
Ford - Mach-E
FCA - ?
For these models, I’m assuming 50,000 sales/model on average, which gives another 400,000. I actually think 50k for some of these models is very low but, as there are so many unknowns (e.g. may not be fitted as standard, potential negative effects from the virus in terms of release dates and sales, etc.) I have decided to be pessimistic.
400,000 + 1,013,369 = 1,413,369 auto sales/year with SEE DMS installed.
If we assume the average royalty payment is A$10, then that means an annual auto royalty payment revenue of A$14m by the end of 2021 (calendar).
Other thoughts more than welcome.
OEMs reopening their factories. Hopefully demand will bounce back in the short term.
https://uk.reuters.com/article/us-health-coronavirus-europe-carmakers/european-carmakers-restart-production-as-coronavirus-lockdowns-ease-idUKKCN2280O2
“The pandemic will act as a catalyst, accelerating existing trends and underlining the fragility of others.”
Interesting read. It feels as though the uptake of ADAS/DMS is an existing trend... hopefully there is a suitable degree of acceleration!
https://www.lombardodier.com/contents/corporate-news/investment-insights/2020/april/corona-confinement-and-breaking.html?skipWem=true