Member Info for Lewbo18

I hope they do bid. Test the metal of others.
Paul wont consider a poor bid so not even sure we get to hear about one.

Interesting to watch Mobileye and it's IPO - was originally $50bn and now down to $30bn - they need to get this done ASAP before SEE's partner Qualcomm announce more OEM wins --- only a matter of time. Think they've spent too much on autonomous trends.

At $30 billion (and growing) the size of the Qualcomm automotive design-win pipeline already equals Mobileye's expected (and falling?) market cap. Intel has until #CES in January to complete the Mobileye IPO. The timing couldn't be worse.

While Mobileye has supplied its technology to companies like BMW, Nissan, Volkswagen, and other major car companies, it’s also taking a stab at creating its own fleet of autonomous vehicles for delivery and ride-hailing services. Mobileye said it would establish a robotaxi service in Germany this year, and also announced plans to launch a driverless delivery service in 2023. The firm is currently testing autonomous vehicles in New York City and said it’s partnering with Chinese automaker Geely to start selling self-driving cars in the country.

Terrym
Maybe Stellantis (Chrysler) adding to the numbers but I'll need to check SOP.

GM certainly seem to be the leader.

https://imgbb.com/n7RBGzS

Bitter ex employee is probably true....... Anyway enough of this nonsense.

I was wondering which oems the near half million cars came from. (prob a lot more now).
BMW and GM really seem to be motoring and of course Ford aren't too shabby. Near half a million and we still haven't hit mass production yet....

CFP gets his posterior handed to him on a plate! LOL
Just when he moved from clown mode to trying to be more serious.... DYOR

Bizarre analysis. And yes Major i noticed the dollar issue...

Schlem, risk capital...
It was a great deal

Brocks comments at 14:58 are very accurate.

Could be. If a few million buys something thats adds many millions to our business, it's a possibility.

Raise investment/capital from a company that is motivated/active in selling your product.... I'll reserve judgement :)

Mbly year before IPO was a $53m loss.

GM were part of Qualcomm first automotive day along with Honda, Merc and BMW.

This from GM at CES and seem to have realised whilst they had first mover advantage and lost momentum, are keen to push on...

GM announced at CES 2022 that its next-generation hands-free driver-assist system, Ultra Cruise, will be powered by Qualcomm’s Snapdragon Ride System. It will not only be the first company to use Qualcomm’s ADAS system, but Qualcomm’s Ride Platform will feature a “5nm” Snapdragon SA8540P and SA9000P artificial intelligent accelerator. GM says its Ultra Cruise will help power GM-developed ADAS software and features such as perception, planning, localization, and mapping. The significant part of GM’s announcement is that Ultra Cruise and Qualcomm’s Snapdragon Ride Platform will be in the Cadillac LYRIQ and Cadillac CELSTIQ as early as 2023.

Certainly Qualcomm and Magna are in prime position. They know what has been won but awaiting SEE declaring to the markets...

Qualcomm's impressive $11 billion jump in design wins in a few months shows how Qualcomm is accelerating its automotive business. Its revenue growth to $1.3 billion in FY22 and its addition of ADAS/AD platform into the digital chassis tells me that it has a lot of momentum moving forward. Qualcomm is a leader in connectivity, and soon its Digital ****pit will most likely drive its revenue growth. To say that Qualcomm is quickly becoming a leader in automotive technology would be an understatement.

Of course the recent design win for the Qualcomm system is for e-DME software integration and not the fovio chip, which was used in the initial Ford wins.

In the battle to make the car more software enabled, American chip maker Qualcomm is having absolutely no trouble selling its digital capability to car makers, chief financial officer Akash Palkhiwala told attendees of the company’s first automotive investor conference, held in New York in September. “We didn’t have to chase it. The industry came directly to us."

and the Snapdragon ****pit system, this from Jan 2022.

Seeing Machines Limited (LSE: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is proud to announce that its industry leading Occupant Monitoring System (OMS) technology, utilising a wide field of view camera, has now been integrated onto the Snapdragon™ ****pit Platform to expand the safety and convenience features now available to automakers.

SEE are a big part of Snapdragon Ride platform which will be a big part of the digital chassis. Expect QC to announce more tie ups with more OEMs over the next few months.

As an integral pillar of the Snapdragon Digital Chassis™, the Snapdragon Ride Platform has gained momentum with a growing number of global automakers and Tier 1 suppliers since its launch in January 2020. At CES 2022, we announced the Snapdragon Ride Vision System—an expansion to the product portfolio featuring an open, scalable and modular vision software stack built on an industry-leading 4-nanometer (4nm) processing node. The Vision System-on-Chip (SoC) is integrated with the proven Vision Stack, providing an optimized implementation of front and surround-view cameras for advanced driver assistance systems (ADAS) and automated driving (AD). When combined with the Snapdragon Ride Automated Driving Stack and an already wide range of hardware and software options, the Snapdragon Ride Platform has grown to become one of the most open, scalable, and customizable ADAS/AD solutions available today.

I expect Volvo is Smarteye.....currently

GM dithered and failed to push their first mover advantage. Their mistake.