Member Info for Lewbo18

S7eve083 - "II's selling" based on what insider information do you have?

Well that shook a few loose - hope nobody here got caught out.

The significance also is it is a partnership with a very large training company and supplier to many airlines. Who knows where this may lead but 2 contracts in as many weeks is great. There's more to come.

https://www.subaru.com/engineering/eyesight.html

Terrym, eyesight is the outward facing camera. Driverfocus is inward facing.

If there is any doubt about how integrated DMS is going to be in the auto world going forward - this is a very good explanation.

http://holistic-human-machine-interface.com/holistic-hmi-driver-status/

Have to agree Seeing2020. It has been confirmed we have a BdMS contract so why are the details not in an RNS without the name. The half year end has to say something about income and contracts. Cant think we have to wait to hear it then. I expect Aviation to kick some ass soon.

Morgank, the waymo vids are not necessarily up to date. We discussed these a few days ago and speculated that the camera is merely a stills/video for the camera crew. I dont believe there is any DMS shown in these videos yet. There was a subsequent video posted with no camera on the screen. Everything points to SEE but until we see a camera or get an RNS we really dont know.

So they are better than SEE but you know nothing about them. They are a better business but you have no idea what they have contracts for. You have no idea what contracts SEE have but they are much worse than the contracts that SEYE have which you know nothing about. Vague opinions then it is.

So you know nothing about them then. You cant even name any contracts in those areas. Its clear I know more about SEYE than you do. And you are saying they are better than SEE. Vague opinions are your limit.

Not mocking. Asking you to validate your statement. But you wont. Just list what SEYE have then compared to SEE? Your opinion would mean more if you added facts?

Have their fingers in as many pies?? Perhaps S7 could do a SEYE chart so that we can see what he means. Dont expect him/her to do it though.

Very good article by Colin for EE Times

https://twitter.com/semicast_res/status/1070605030892429312

S7, Thanks I'm glad you find the data useful.

Here is a reminder of the link to the updated chart - as best we understand what has happened so far and of course subject to change as things become clearer.

https://ibb.co/3kYqLFZ

On another point this is the link to the Veoneer grid. It is based on the last 3 grids that Veoneer published and have been amalgamated to make it easier to read, from which we can usually track potential and actual wins. Ford and China (Byton?) are both on here.

https://ibb.co/mNp4QL

I recently corresponded with Veoneer to ask them about the grids that they publish and they have confirmed to me that they intend to keep on releasing these in the same format to advise investors exactly how the company is progressing.

Esco, good post - that is my view and my timescales are from 2020 onwards. Most people know what is coming - and for all the "selling" this morning it was very difficult to top up only a small amount.

Thanks OD, I guess the person that bought yours at this price will thank you in due course.

Now 3 in the filterbin!

John, there have been a few Waymo videos out today - to me this is not the BdMS - it looks very like a normal camera to film the internal cabin - perhaps for the film crew doing the report.

This video released today shows the front screen with no camera at all.
https://www.youtube.com/watch?v=2AF4uo9Eu5g

The only thing I would add to the safestocks article is Kevin's comment about one of the German OEMs going to production in 2019. This is the paragraph from the Hansen Report.......

[Over the past year or so Seeing Machines has booked DMS business with a second U.S. carmaker that will start shipping in mid-2020; a Chinese OEM going into production at the end of 2019; and two German OEMs going to production in 2019 and 2020. “We are pretty much engaged with all the OEMs and tier ones around the world right now,” said Kevin Tanaka, Seeing Machines’ senior director of marketing for automotive. “We have equipment being evaluated at the third major German OEM and at four of the five major Japanese OEMs,” he added. At present, the company licenses its technology to Veoneer and three other tier ones for OEM programs, in some cases as part of the OEM’s requirements. Six more tier ones are currently evaluating the technology, according to Mr.
Tanaka ]

https://www.seeingmachines.com/wp-content/uploads/2018/10/Hansen-Report-October-2018.pdf

http://www.safestocks.co.uk/2018/12/05/waymo-good-news-to-come/