Member Info for Lewbo18

I expect they could be equal by that timescale. Our brokers are leaving all aviation on the upside. Think they'll be surprised as we will.

Will people stop posting stuff, we have a valuable member of this board who doesn't want to read.
Please tell me he / she is on the Telegram group :)

Whatever happens DMS is a must...

https://www.eetimes.com/how-safe-is-safe-enough-advocates-strike-back/

Thats a good line up for SEE at the Xilinx event. Colin seems to be getting more of a profile and platform.

Good find and piecing together guys. Our work with Boeing since pre 2015 may just be heading to a decent conclusion.

Welcome JohnWillsA to LSE, first post.
What was your username you used on Telegram and will see if we can get you added in again?

There's been a lot of discussion about how well Seye and others say they are doing and how SEE seem to be saying and declaring no recent wins.

Seye on a recent presentation showed Audi, BMW, JLR and Volvo.

Audi - were meant to be L3 about 1 year ago. Decided against it. Any press about DMS? Not that I can find.

BMW - Martin has a slide in every presentation he has done in the last year showing their several wins for BMW. Talks long about incumbency (once you are in you stay in). So whats happening in 2021? SEE are in BMW. Oh and has anyone seen much press about DMS in the several models that Seye are on the road now with?

JLR - Seye won this apparently in 2015 with SOP 2019. Anyone know any JLR models out yet with DMS? And JLR state they are using Steering wheel torque until 2022. What happened??

VOLVO - odd one this. Talking about safety etc but nothing on DMS yet. Seye had a collaboration a few years ago but nothing yet. My opinion is, small numbers, couldn't give a toss if Seye win it.

Course my opinion only but Martin still claims all the above. Some SEE holders moan about little DMS news but to be honest Martin isn't really telling Seye investors why they have only BMW models on the road now and no others, oh and are losing models to SEE from next year.

Make up your own mind, but of course DYOR please.

We've worked with Boeing Research in Aus since at least 2015 and implemented an eye tracking joint solution in a SIM in Brisbane airport.

Our collabs with L3 and Alaska are for boeing aircraft planes in their Sims, so Boeing know all about SEE.

Seems the foray into working with Nvidia is opening their eyes to software costs and potential benefits to them. They state they will not go into every avenue of software rather they will work with partners who are expert in the field.

Maps, im assuming you are asking the same questions on the Telegram group. For those of us not on it can you post here what the others are saying? Perhaps you havent raised your concerns there yet?

Maps,
Main dms providers will get a share of the market. You'll be aware that other forces are at play and best or cheapest or best and cheapest don't always follow through.
But i was somewhat surprised that someone of your knowledge says 3 years to illustrate SEEs last dms auto.

Maps,
For balance. The Eyesight win is an extension of an existing contract. SEEs last extension was just over a year ago for >A$23m. Cant praise one and ignore the other.

Don't think Paul will come out and say what new opportunites for licensing SEE may/will have, so evidence may be thin yet.

His statement below does seem to suggest that new opportunities will be licensing. Of course Qualcomm are working with SEE on the auto side - we have an MOU with another major Chip company yet to be named but if Paul says he will consider any area for licensing then it could indeed mean any area - by any large chip manufacturer I guess.

"An important part of our strategy going forward is to try to leverage our IP wherever we can. So we will license, we don't need to stand up a new business in a new environment. We probably wouldn't go down that path if we develop or co-develop in new opportunities in eye tracking, it's all about licensing going forward."
.....PMG Sept 2020

Wont be Tobii v SEE.
If QC license SEE tech it'll be Tobii v QC. Or have i misunderstood the licensing stream?

VAG to get Audi to lead in EV battle.

Audi Capital markets day 7 Dec.

https://www.bloomberg.com/amp/news/articles/2020-12-01/vw-ceo-puts-audi-at-center-of-taking-on-tesla-with-evs-software?

Brock, you need to consider the 3.5k sales, which is decent hardware money upfront on delivery. And of course will filter in to connections.

Its all about sales and connections, not connections alone.

And with sales ramping up and not connected yet, its all looking good.

Cash of A$60m is great....

Have ordered one.....

And indeed QC and Nokia work together to protect licenses.

https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2020-09-12/qualcomm-nokia-group-wins-dismissal-of-lawsuit-by-auto-supplier