Member Info for Lewbo18

Odd but could sell a substantial amount at 5.60 all day. Seems odd to me.

So much Seye press and down 4.20%. Don't understand whats going on...

Yes Chris100, apparently the largest DMS award (so far), so seems quite significant in volume and monetary terms.
Its always been clear no provider will win everything, lets see what happens over the next few months...

Seye have confirmed the majority of their 1m on the road are BMW.
And true they've lost BMW going forward to SEE. Wonder when Martin will tell his investors?

Thanks for the analysis of the patent TLS sounds like the GE Aviat System is rudimentary compared to SEE technology. Glad you could clear that up.

So Glandore,
" but I was hoping to be enlightened by some of the experts on here. I guess there is still time."

So it turns out if you'd read the testing protocols you wouldn't have to rely on others.....

Guys, proper testing hasn't kicked in yet. Glandore will fill you in in the details...

No opinion yourself Glandore?
What was the testing regime?
Was it just a questionnaire asking oems have you got a dms?
Please explain in less than 100 words.
Does torque count?
Do you have to have hands on wheel at all times?

Great...

I should point out for people seeing this chart for the first time that the auto OEM wins are based on Cal year not SEE Fin year. Bodes well as I expect to add more for 2022.
The list of car models are subjective but there's certainly more than a few missing.
Agree with the idea that probably 2 out of the last 4 wins are with/in connection with Qualcomm and as stated probably a number more to come.

There is such a focus on auto, but fleet is a black box. We will have to wait on uodated figures from SEE rather than the point Terrym raised about not being told about smaller wins - say fleets of <200 units.
Aviation will be massive. Takes time when dealing with Collins, Emirates etc etc but it'll be up to those at the meeting next week to dig deeper.

I have no doubt the chart will need updating.......

good....

https://imgbb.com/n7RBGzS

It wouldn't be unknown for Qualcomm to announce some surprising tie ups at their big events......

""We hope to actually share a whole lot more detail about many more customers and partnerships that we are building," Duggal said.

When asked if investors should expect product demonstrations, announcements or new partnerships at the Automotive Investor Day, Qualcomm's Duggal said: "I think they will see a little bit of all of the above."

Good post Maps.

"when Stellantis come out and said, I selected Qualcomm across 14 different brands, it's not about I got this model."

I hadn't picked up the fact that Stellantis Qualcomm tie up was across the full 14 brands and then models within those brands.
Thats a significant deal for Qualcomm and thus a significant amount for SEE....

The Qualcomm tie up with SEE is massive and yet to be fully realised.

I do agree that SEE need to update us and the wider market on the excess on the contracts that were won based on minimum volume numbers as these figures are now completely out of date

Not long until the Qualcomm automotive day. Expect to hear a lot on Snap4, Snap Ride and of course Digital Chassis. Hopefully we get updates next week on what exactly QC / SEE are doing.... Expect QC to name a few more auto partners.

Qualcomm Incorporated (Nasdaq: QCOM) today announced that its subsidiary, Qualcomm Technologies, Inc., will host its first Automotive Investor Day on Thursday, September 22, 2022. Company executives will discuss how the Snapdragon® Digital Chassis™ is enabling the transformation of the automobile and continuing to drive growth in its design-win pipeline.

Through our multi-domain silicon, hardware, software, connectivity solutions and services platforms, Qualcomm Technologies is a leading technology provider and preferred partner helping automakers redefine the driving experience worldwide. With our “One Technology Roadmap” and integrated platforms within the Snapdragon Digital Chassis, we are empowering automakers to reimagine next-generation, software-defined vehicles that are smarter, safer and more customizable over the lifetime of the vehicle. The Snapdragon Digital Chassis continues to be a key asset to automakers, as we help drive the auto industry’s ongoing transition to a world of intelligent and connected vehicles that have become “supercomputers on wheels.”

Don't forget..
Qualcomm Incorporated (Nasdaq: QCOM) today announced that its subsidiary, Qualcomm Technologies, Inc., will host its first Automotive Investor Day on Thursday, September 22, 2022. Company executives will discuss how the Snapdragon® Digital Chassis™ is enabling the transformation of the automobile and continuing to drive growth in its design-win pipeline.

Through our multi-domain silicon, hardware, software, connectivity solutions and services platforms, Qualcomm Technologies is a leading technology provider and preferred partner helping automakers redefine the driving experience worldwide. With our “One Technology Roadmap” and integrated platforms within the Snapdragon Digital Chassis, we are empowering automakers to reimagine next-generation, software-defined vehicles that are smarter, safer and more customizable over the lifetime of the vehicle. The Snapdragon Digital Chassis continues to be a key asset to automakers, as we help drive the auto industry’s ongoing transition to a world of intelligent and connected vehicles that have become “supercomputers on wheels.”

Soul, fair point.
Time for SEE to deliver the rfqs we are expecting.

Soulboy, in my opinion they are two not comparable companies.
Their structures are different in terms of ownership and not much buying can affect each in different ways.
The only thing to watch Smarteye for is to see if they announce auto wins.
Daily SP fluctuation comparisons are useless i think. They are auto and research area focussed. Fleet, aviation, off road dont exist for them.
As i said, i watch them for auto wins, oh and of course the Redeye reports which are obsessive on mentioning SEE.

Fireside chat: The Digital, Connected Future of Mobility
Nakul Duggal, Senior Vice President & General Manager, Automotive
Thursday, September 1, 2022 10:30AM CET
Location: SHIFT Mobility (IFA Auto Space) - Hub 27 (Jafféstraße 2, 14055 Berlin), Main Stage

The automotive industry is at an inflection point. With the rise of electric vehicles, ongoing evolution toward of autonomy, and the emergence of software-defined vehicles the driving experience is being transformed, leading automakers to reimage modern car architectures and rethink future strategies to meet consumer demands.

The smart, connected car of the future requires next-generation technology that is scalable and customizable, allowing for flexibility that matches a dynamic industry – such as cloud connected services for real-time in-vehicle updates, advanced driver assistance systems (ADAS) for increased safety, and customized in-vehicle infotainment for unique experiences.

In this fireside chat, hear from Nakul Duggal, Senior Vice President & General Manager, Automotive, Qualcomm Technologies, Inc., on how technology is shaping the future mobility

https://www.qualcomm.com/company/events/ifa?cmpid=oofyus22240

It is bizarre that Redeye do not understand the SEE 3 pillar approach.
Jesper believes SEE are somewhat tied to Qualcomm and have no other options. This is then used to imply we are hardware tied as opposed to Smarteyes hardware agnostic approach.
Having said that it was yet again more good PR for SEE from Redeye. Martin in the Q&A said he didn't talk about competitors by name, but Redeye can't stop talking about SEE....

Certainly looks a good contender.
Honda were to release a couple of models in 2024 with their partnership with GM.
Of course they've now extended their relationship for a number of EV models... Presume part of the current RFQs we are waiting on?

Logical view on aviation from Safestocks. Paul has emphasised licensing model for aviation. Let others do the heavy lifting now that SEE have created the market. A lump sum upfront and recurrent license revenues appears a good way to deal with this part of the business.