Member Info for Lewbo18

Yes i guess an OEM taking up the digital chassis in 2024 could say to QC that they don't want the integrated SEE AD ADAS functionality on the optimised 4nm SoC, and insist on their own non optimised software only DMS provider.

Raises more questions than answers.
They assume their main competitor is Nvidia and each is taking a different strategy towards 2025.
Think they forgot about QC....

Am expecting a very good 2022.

And it seems all investors here are too. Even the lower estimates are still expecting 50% ish. Thats impressive!

However, it looks like with a fair wind, people here will be in the company of £millionaires, and not even any where near at the top end of the table of guesses too......

If we get a couple more big wins, money up front contracts from say a CAT type deal then the higher guesses are more than possible. Of course any type of bid if it comes could change thinks completely.

Any guess is just that, all depends on many factors, some well outside the control and timing of the company. I have no concern at all about how hard the staff and management are working towards making SEE the company we all expect.

60p spike 80p caveats as stated.

Market knows even a lot less than some PI's here.
A lot of the contract values given as minimum include a portion of NRE. Real car volumes aren't moving through yet.

GM additional contract was A$7m back in Apr 2019. Since then they've announced supercruise will be in 22 models by 2023. Yeah like that all makes sense....

Bonz, there may be other regulations in play.

It includes a number of safety requirements, driver monitoring related provisions of importance when driver is requested to take back the driving tasks as well as provisions for Data Storage Systems for Automated Driving a kind of black box that will collect data related to the system and its use as well as Driver monitoring.

https://unece.org/sustainable-development/press/three-landmark-un-vehicle-regulations-enter-force

While this type of technology is relatively new in the auto world, it is coming quick. Every major U.S. OEM will offer driver assist in 2022. In Europe, regulators have taken notice and see the value of this technology not just as a driver assistance system, but as a true safety system that works with other Advanced Driver Assistance Systems (ADAS) to truly improve vehicle safety.
That’s why starting in 2023, Europe will begin requiring driver monitoring, regardless of driver assistance, as part of a robust new car rating system. European regulators are now developing protocols to test and score DMS implementation.

https://medium.com/@jt_23391/new-report-presents-roadmap-to-stop-traffic-deaths-5483e9867438

Seeing2040. "LTH" joined Sept 2019, "9" posts.... Something to highlight to all readers. LMAO :)
Easy to spot....

I agree with Phil, there's absolutely no incentive to get the SP up to say 50p and buy a shedload at 9.3p and make the difference 40.7p as profit per share.
Outrageous I say.... Rant over.

Nope.
I dont get the impression Paul is coasting and not doing a days work.

https://www.eetimes.com/expired-parrots-and-autonomous-cars/

Let there be no doubt. Seye supporters think that if Cerence are in a car then they are a shoe-in for the DMS.

SEE are deffo in the S Class.

Also we are in the BMW i4 and ix
And so are Cerence.

https://www.autonews.com/technology/intelligent-personal-assistant

That's just embarrassing. And agree Redeye are obsessed with Seeing Machines. Be interesting when Smarteye do their next presentation will they start using these new musings in their powerpoint slides...

Bonz, fair questions.
However, how people react to their cars not moving when they've had a couple of drinks is irrelevant. Society deems that illegal so who gives a flying feck.

If people want to own a car it will have ADAS and if people want to use it, it requires DMS at certain functions. Legislation is heading the way of requiring DMS. If people dont like it they can get the bus or taxi.

People don't need to be convinced of the benefits of DMS. People didn't have an option on seatbelts.

Irritation by beeping should be helped by companies that have human factors as their core values....

Colin

1. Seeing machines are the absolute technology leader by a mile.
2 Smarteye
3 Cipia

Lost, its not all of VW.

"While representing the largest awarded DMS program to date, there also remains significant upside potential based on OEM expansion plans"

Guys Mikey is heavily under water on some of his investments so give him some slack. He wants to accumulate here so that he can recover his losses in due course...

"I'll just continue to quietly build my position."

I guess we knew they would turn up....

Think Bosch demoed this before, seem to remember.

Virtual visor – the transparent digital sun visor: Conventional sun visors shield car drivers from dazzling light. But folding them down often also blocks significant areas of a driver’s field of vision. Bosch has solved this problem with a new, transparent LCD solution that replaces opaque visors. The virtual visor is connected to the interior monitoring camera, which detects the position of the driver’s eyes. Using AI-based intelligent algorithms, the virtual visor analyzes this information and darkens only the portion of the windshield through which the sun or other light sources would dazzle the driver. The rest remains transparent, leaving the driver’s view of the road unobstructed.

Sensible, fixed the problem but followed protocol by filing a recall.
Tesla doesn't fix the problem and doesn't file a recall....

https://www.theverge.com/2021/12/10/22828164/mercedes-benz-hyperscreen-recall-browser-internet-tv

Looks like one i missed off the chart.....

https://driving.ca/auto-news/news/gm-to-unveil-all-electric-silverado-at-ces-in-january-confirms-2023-production