Member Info for Lewbo18

More likely to be Hyundai Mobis dms for Hyundai as they work together. But who knows after testing things may have changed.
Eyesight claimed a US design win for 2 models last Sept I think.

Urban - of course - people should do a lot of research to enable better understanding and decision making. There are a lot of people on this board that have done / do and there are others that don't and just try to find moral redemption at the roulette table. (MB).

"To the futurists, technology like driver assistance was passé while driver monitoring was at best an interim solution and at worst already obsolete. With the adoption of AI and deep learning, very soon cars could drive themselves perfectly and everybody knew it. " -------->>> "The future of full autonomy and self-driving vehicles was so much better five years ago."

https://www.eetimes.com/the-perils-of-groupthink/

3.23 was the top of the "traders" trading range - hence the selling as they moved out - would like to see it stabilise here for a while before trying to push on. lets see what happens

2 z 16% days in a row. Well done to those that topped up sub 2.25.
Need a bit of news to push this along.

If there was a bid it would have to go the shareholders. As two shareholders over 10% (Aussie rules not UK) both VSI and Lombard would have in effect a veto. Lombard could be bought out I guess by a decent enough profit - but VSI who have a seat on the board and know what is going on may be a more difficult proposition. Also I guess a lot of shareholders may not vote for it if it is that bad.

Yeah, some big buys today to eat up the sells.

https://amp.cnn.com/cnn/2020/04/30/cars/gm-ford-plans-restart-us-factories/index.html?

Audi has backed away from the liability associated with automated driving at Level 3. Other responsible automakers, such as BMW, Daimler and Nissan, are highly likely to follow Audi’s lead.

The target is the implementation of driver monitoring and assistance technology, with a much less ambitious and headline grabbing goal simply of making human drivers into safer drivers.

https://www.eetimes.com/autonomous-driving-claims-send-bs-meter-to-11/

Yes Veoneer have it in Q3 but its coming into production. The main thing is we get money now (pre production) and the main revenues will flow from 2021 over the lifetime of the model. And that lifetime wont change no matter what month production starts.

Beef, have to agree its a glossy well put together annual report which looks like a PR statement for a fund raise.
Also they can name the models like us when in production / on the road.
But the press generally has been light and only Seye are making a big thing about it.

So looking at the research that S2020 posted before.

It was surprising to see that the military SIMS (2,800) are about twice as many as Civil SIMS (1,351).
Whereas the focus has mostly been on Civil training, military have to keep going and one would expect that they are not as affected by the current situation. L3 have a decent portion and added to the Civil SIMS have about 775 in total.

Pat did mention at CMD that there were 4,000 SIMS out there covering both Civil and Mission (as he called it)

So in Aviation the military side won't stop but as Paul said in terms of Civil airlines we are dealing with Sovereign entities - the likes of Emirates etc. And of course transport sectors like Fedex who are probably flat out shipping stuff at present.

Will training stop - No.
A lost of Civil pilots aren't flying so they need refresher training as well as accreditation every min 12 months (some airlines require 6 or 9 months) and of course if they aren't flying they need SIM time.

Mission SIMS wont stop.

So if some airlines do go bust (as some will) then their pilots are available - but Boeing said there is a requirement for 800k pilots in the next 20 years. (CNBC June 2019) ?

And what might not be known is that in US there is a mandatory retirement age of 65.
American Airlines (whom I believe we are talking to) - About 4,965 pilots are expected to reach the retirement age of 65 by Dec. 31, 2025

It's clear that training of pilots will only increase due to demand - So SIM manufacturers and airlines (both civil and mission providers) will need to come up with novel ways of improving training methods.

All reseach is well appreciated.

I've a load of green filter boy messages this morning. The filter button is very useful.

Slide says average vehicle volume is 640k. Thats mass production starting which will feed the royalties each year.

Good point Phil, or indeed VSI who have a seat on the Board.

2.30 was mid when trade was released.
Do some very simple maths before saying buy or sell.

Paul did suggest that the SEYE win in USA was China facing. Read into that what you want in terms of basic DMS.

Qualcomm’s AV future
Overall, the analyst community is favorable toward Qualcomm’s AV program. Egil Juliussen, director of research for ADAS at IHS Markit, believes that Qualcomm’s methodical approach toward ADAS and AV will prove to be just as successful as the company has been with its modem chips now designed into most of the telematic units in vehicles. “It took them a few years, but Qualcomm is using the same strategy for ****pit, ADAS, and autonomous vehicles.”

https://www.eetimes.com/qualcomms-stealth-program-more-adas-than-av/

Yeah all commercial airlines are pretty much only moving goods now.
I spoke to a pilot friend of a national carrier and he tells me that training is on-going and increasing as pilots newd to keep up their skills as obviously aren't getting in real flight time.
Perhaps some airlines wont get out the other side of this but a lot of governments are providing assistance.
The question is how many pilots will requre training in the next 20 years?
Boeing has estimates that airlines will need 645,000 pilots from 2019 through 2038, with 212,000 in North America alone.
United airlines say half of their pilots will be retiring in the next 10 years.
So it would appear even id the boeing estimate is out by 50,000 or more there should still be a bit of business for SEE to go for.

I expect most / all auto manufacturers will have reduced sales probably this year at the very least. However since we are only in 1 production car right now its about the future sales from 2021 onwards that matters. So if SEE achieve 30% of a smaller total auto production over the next 5 years its all still upside. Of course its not all about auto as Cenkos stated.