Member Info for Lewbo18

There is a lot of press and social media about the Ford Mustang Mach-E.
Due to Covid it is still due to arrive in USA at the end of this year and Europe early 2021. It will have DMS, see the pic in this link.
https://www.slashgear.com/ford-is-building-the-mustang-mach-e-a-hands-free-driving-system-19600211/

It appears that the hands-free system will be rolled out after they are delivered to customers via OTA (over the air updates). So this implies that each car produced will leave the factory with a SEE chip inside it - now don't know if DMS standard will be implemented at production or when the hands-free is realeased - but the point is either way the chip will be in it!

So what do we know - Ford are using the SEE FOVIO chip.
SOP in USA is this year.
SOP in Europe early 2021.

We have been told that some OEMs are dual sourcing and probably for different models/price/function.

I expect VAG may be a good example.

Demand is there...just need to get production ramped up.

The F-150 is Ford's most important vehicle, and the F-Series of trucks generates billions. Car dealers say they're eager to replenish supplies.

https://www.freep.com/story/money/cars/ford/2020/05/30/dearborn-truck-shutdown-f-150-seats-uaw-parts-shortage/5290743002/

Don't see ENcap delaying safety protocols for any reason.
From 2020 DMS is being assessed and from 2022 Driver State is included.

Protocol dated June 2019 advised this so no surprise to OEMs as they were all involved in the discussions prior to this. My opinion this is why delays on announcments for all DMS suppliers as OEMs retender for mass market DMS introduction.

SEE taking things to the next level...
"The next level for DMS is to fuse it with ADAS functions, says DiFiore. With ADAS fusion the car can compensate for what the driver doesn’t see – the system learns that a driver is not looking ahead but ADAS detects that there is a vehicle in front or stop sign."

Nice find JC, sounds like its a sysyem that monitors drone operators....... Could be military use.

RFrost,
Cant see Paul misspoke on thay he was quite sure and said it was locked in. Cenkos are only briefed and fill in the rest so don't expect Mr Bunce to be told inside information.
There's been debate about what the oem win values are and how accurate they are. Paul would know i expect whats coming.

Bogyo,
Yes Cenkos have gone ultra conservative and still maintain outcomes.
The pandemic has hit all companies hard and well done SEE for taking appropriate steps.
New auto business and any aviation deals from here on in is upside. Remarkable considering.

Now that is something.!!

The boys in the bin are playing with each other. Carry on.

Due to the nonsense, transparent idiot that he is Im putting Steven in the bin.
He has a friend there.

Bye Stephen for now.

RFQs out and license deals being negotiated, so its only a guess but I'd say we are ahead of SEYE.

From SEYE annual report.
"The aviation industry is knocking on the door
In 2019, the airline industry has started to move. We are in the
same position as we were in terms of the automotive industry
in 2014. We believe that the first Pilot Monitoring Systems may
be in use around 2025 or shortly thereafter. We have not yet
established a strategy for how to proceed in this market but
are currently keeping all doors open. "

So they dont have a strategy for aviation.........

So Haze, Smokey thats you out then on your own advice. Even if you weren't in. Must have been a sale on green tights for both of you and Steven to apeear today.

Bogyo
Good summary. Green tights brigade wont like it.

Usual posters not invested and only post on this BB.

Fair enough Red.
Auto doubling each year is quite substantial.

Be interesting indeed to know the real value of the auto oem wins. Nick does underestimate things so could be substantially higher than what is in the public domain.

Have to agree, very solid interview.

Haveaday,
In the middle of a world wide pandemic, if a company takes steps to mitigate costs and issues has to be seen as a positive surely even in your world. The market was driven today by uncertainty and some PIs panicing.

A badly thought of worded RNS would have tanked the SP by 20%+

Those that think it was bad have openly professed to want a cheaper buy in price.

But your point about "rampers" looking at it positively should be tempered by "derampers" thinking the world is ending. But.. You didn't balance your comment for some obscure reason only known to you.. And presumably the other half who thankfully oiled your keyboard.