Member Info for Lewbo18

Looks like Merc EQC is having problems. Electric model but built on ICE platform.
SEE are in EQS and EQE I believe, built on electronic platform from scratch. Hopefully won't have the problems the EQC is having.

https://www.autoevolution.com/news/mercedes-benz-eqc-would-have-worrying-motor-flaw-say-68-chinese-owners-179792.html

For the vehicles sold under the Volkswagen Group brands, the alliance aims to make functions available that will allow drivers to temporarily take their hands off the steering wheel. More specifically, these functions are Level 2 hands-free systems for urban, extra-urban, and freeway driving, as well as a system that takes over all driving functions on the freeway (SAE Level 3). The first of these functions are to be installed in 2023.

https://cariad.technology/de/en/news/mediareleases/bosch-cariad-partnership-automated-driving.html

Certainly seems the legislative, testing and grading systems are fully behind DMS/OMS as an absolute requirement.

This will support providers of such systems and SEE seem perfectly placed to assist OEMs......

Old,
SEE chat on twitter, discord, whatsapp advfn and Inderes ( finland). LSE is one of several, people can choose as many as they want to join, but of course depends how much time you want to spend reading posts which is always an issue. Hours in a day and all that!

Old,
Maybe the muted response here on good news is because most holders are on alternative media platforms discussing things i expect....

S2030
"Only a few more months to find out who the other companies are when the RFQs are settled.
Merc,bmw,vw, Ford, GM, Chrysler already in the bag and then the ones the licensees have won??
An ever expanding ecosystem growing organically"

Podcast about Australia Defence Force with CAE.
Seeing Machines name dropped 25m45s

https://www-defenceconnect-com-au.cdn.ampproject.org/c/s/www.defenceconnect.com.au/key-enablers/9369-podcast-training-australia-s-future-warfighters-with-matthew-sibree-managing-director-indopac-defence-security-at-cae/amp

I stand corrected FY 2023 starts 1st July this year, my bad!
Expect break even and mass production of oem wins as has been said.
With over 90% margins which "is effectively cash".

Yes have to agree we will probably not see exponential growth until FY 2023 which starts 1st Aug this year. So about five and a half months to wait. Lets see what the SP does between now and then, but exciting times ahead as others have pointed out.

Current chart and usual rules apply.
Ignore it or make up your own.

https://imgbb.com/7RxYzK8

BMW M3/M4 Facelift Will Likely Bring the Curved Display From the BMW i4

Just wondering as its been suggested that we believe SEE are part of iDrive8 and are in the i4, are the refreshes SEE as well???

https://www.bmwblog.com/2022/01/11/bmw-m3-m4-facelift-will-likely-bring-the-curved-display-from-the-bmw-i4/

Rest in peace Roy.

Terrym,
Remarkable list of US top 10 trucks.
Its evident that the main players in America have chosen SEE to glue together their future ADAS and AD systems on future models.

TLS, very accurate weather forecast.....lol

No haven't seen anything yet on it.

Certainly all DMS providers believe that additional functionality will mean additional revenue. OMS is expected to add substantially to DMS (Seye have made a massive play on this). Now what does this mean. We will never know exactly, however does it imply $15 or $20? for a combined unit.
How much will OEMs pay for an integrated solution reducing seatbelt sensors and other sensors?
Paul suggested that margins are 90% +

To the best of my knowledge cars have increased in price over the years, costs are passed on based on "here's what our cars have and can do", .... Maybe that will continue.....

General Motors completely redesigned the compute architecture that powers its next-generation “hands-free” driving system thanks to US semiconductor company Qualcomm.

Consolidating modules for driver monitoring, mapping, and video processing into one box has also improved the system’s latency.

Ditman said GM learned a lot about driver behavior from monitoring their behavior and made appropriate modifications for Ultra Cruise based on those findings. Some studies have shown that drivers are slow to take back control from a Level 2 system, a troubling sign that could undermine the safety case for more advanced driver assistance. But Ditman said GM’s robust driver monitoring system serves as a “good training tool to get people to pay attention.”

https://www.theverge.com/2022/1/6/22870416/gm-ultra-cruise-qualcomm-snapdragon-compute-adas

Doesn't sound like you read it in order to come up will your future valuation. Of course apologies if you did and still maintain your valuation. But wanted to make sure you had all the facts....

Isb,
They base their vauation on SEE having won A$200m worth of auto contracts.

Even you might spot their mistake?

Brock, probably not. I expect QC partnering with SEE was their choice.

Yes SEE is seen as an option on the digital chassis. So an oem may still want to spend the time testing DMS / OMS systems, going through RFQ and how they can integrate that into the QC AD ADAS system, but time is ticking.