Member Info for Lewbo18

I found this interesting from the point of view that Toyota are investing in and working with a telematics provider to work on a facility for over the air updates (OTA). As we know the FOVIO chip is able to take OTA updates rather than have to be recalled to get a service update at a garage or supplier that would be the case for other DMS providers.

This is a facility I understand that OEMs want to use.

https://telematicsnews.info/2019/03/12/airbiquity-announces-strategic-investment-from-toyota-motor-corporation-denso-corporation-and-toyota-tsusho-corporation/

The 12-brand group, which includes Audi, Porsche and Bentley, now plans to launch 70 full-electric models over the next decade, accounting for 22 million battery-powered vehicles. Previously, Volkswagen had said it planned to build up to 15 million battery-electric vehicles globally by 2025 across 50 models.

https://europe.autonews.com/automakers/vw-accelerates-electric-push-more-models-more-production

Beef, assume not us or SEYE. Wins have to be declared to the market and this would have been ages ago. Expect its an internal offering or first gen someone else.

Toyota Motor and Honda Motor aim to commercialize level 3 cars by the early 2020s https://asia.nikkei.com/Politics/Japan-revamps-laws-to-put-self-driving-cars-on-roads

Whatif, could be First Bus. But also could be Chevron deal which has the potential for several thousand. The installer must be on tea break, no movement in 15 mins!!

Red i remember that but i wasnt sure if that included CAT as well. Do CAT have their own monitoring set up?

Terry where are you getting 16,000 units from? Is the figures from whatif missing some?

Thanks whatif.

Whatif, have the installations gone up again? Can't link to your graphs at present to see yesterdays data.

Thanks whatif. Great day with 82 connections, hope that continues.

As Seeing2020 posted before "How did they know it was coming? Simply, they looked...." The Big Short. Well we have looked... and we ladies and gentlemen are ahead of the curve. Apolgies if that's a bit uber bullish but there you go. We're gonna need a bigger boat!

Uber bulls! LOL. Done a lot of research Bax and are confident in what we have invested in and when its coming. . Surely you are the same?

Phil, the sells going through don't look like big sellers. Having said that - it really doesn't matter what anyone else thinks - it's what you think and whether or not you want to hold.

Remember some people bought in at 3.5p so so they may be taking a decent profit or top slicing.

There are a lot of traders about and SEE is not immune to this form of making money as well.

Personally I'm adding - small buys at times but adding. But thats me, knowing what I know both on and off this BB.

LOL Bax, the clues are all there. Read it again.

BMW and Daimler will form committees to pick potential suppliers of advanced driver assistance systems and autonomous driving technology in the coming four months, executives said.

"Fiat Chrysler is already a partner (with BMW). We want this partner in the future," Froehlich (BMW) said.

Fiat Chrysler Automobiles CEO Mike Manley said on Tuesday that he would welcome an opportunity to continue collaborating with BMW on its next-generation autonomous-driving technology.

https://europe.autonews.com/automakers/daimler-bmw-seek-define-self-driving-rules

VW says driverless vehicles have limited appeal and high cost https://mobile.reuters.com/article/amp/idUSL5N20S64F?

There has been a lot of debate about how SEE announce the wins with OEMs as compared to the way SEYE announce theirs.
SEE clearly go for the minimum value - not just for the sake of it but so that they understate and overdeliver.
SEYE clearly go for the MAX value based on every car the OEM produces - which is clearly overstating the case.

This table produced by Semicast for SEYE paints a slightly different picture based more on reality.

https://twitter.com/semicast_res/status/1095418416687730688

The total of their 43 DW's is about $106M.
The risks based on that table are that BMW have moved to SEE from 2021.
They are very over reliant on Aptiv.
If they lose Audi then things aren't good.

I expect that they will pick up some volume in China and perhaps a bit of Japan or India or somewhere.

I agree with jbrierley1 - I know which stock I prefer to be holding.

SEE talked about getting 25% of the market. If we get VAG, Toyota and Honda then is that game over?. Like 50%++

PM, I just went with what was suggested by Cenkos that the first models were FCA Chrysler (US).
I know I'm splitting models for FCA whereas in other wins I assumed them all but will update on the next win.

For those that want then here are the links to some graphics for bookmarking for future reference,

Have updated the Veoneer table.
https://ibb.co/4ZQcdLs

This is a link to the Chart.
https://ibb.co/XS2jyqp

This is a link to the OEM and Brands graphic posted by S2020 earlier - it's worth keeping this available.
https://ibb.co/CBVDGNn