Member Info for MikeyInvester

https://www.reddit.com/r/interestingas****/comments/1jwel1b/how_to_get_past_a_paywall/

Manufacturing: AI vision can be used for quality control, checking for defects or anomalies on high-speed production lines. It can also monitor worker safety in industrial environments.

Healthcare: The same eye-tracking technology can aid in medical diagnostics and monitoring. By analyzing eye movements and vital signs, it could be used to detect early signs of neurological conditions like Parkinson's or Alzheimer's.

Retail: Cameras equipped with this technology can analyze consumer behaviour in stores, providing insights into product placement and customer experience.

Education and training: In educational and training settings, eye tracking can monitor student engagement and attention to refine e-learning platforms and study materials.

Assistive technology: The technology can be adapted to help people with motor impairments interact with computers or other devices using only their eyes.

Gaming and virtual reality (VR): In gaming, eye tracking can enable more intuitive controls and immersive experiences. In VR, it can enhance rendering efficiency and user interaction.

Security and surveillance: In a controlled and ethical way, AI vision could enhance security systems by detecting unusual behaviour or alerting personnel to potential threats.

If we start getting regular updates of 20/30 fleet vehicles every few days then fair play, but just a single small fleet contract win doesn't fill me with confidence. I'm in extremely deep with SEE exposure, making up more than 18% of my portfolio with a total book price of £33,000 spread across my SS ISA's, I'm currently down around £9k and I expect this paper loss to get worse in the short term, unless SEE pull out some magic numbers tomorrow in the final results. I guess it shows there is upselling across fleet but it's a shame we can't get into the personal vehicle side of things with Mitsubishi cars. It would also be good to gain exposure into their manufacturing side of things too, SEE could be implemented in so many other areas. It seems pushing fleet is taking SEE's eye off the main contract wins with tier 1s. SEE need to diversify as much as possible and hire implementation managers to push other areas, such as medical, manufacuring, air travel, army, boats and submarines, identification, banking and finance - PM and MI need to focus as many resources as possible on approaching other new tier ones entering the market, NIO, RIVIAN, Xpeng, BYD, AVATR, GWM, they shouldn't be waiting for RFQs, just approach directly and sell!

Here at Savannah Transport, our fleet consists of 27 trucks

Broader Trends and Challenges

Rear-View Mirror Focus: This form factor is gaining traction (e.g., via Magna's fully integrated DMS mirror demonstrator) for its low cost (~$10-20 added per unit) and dual-use for digital rearview functionality. VW leads in 2025 deployments, but expect wider rollout by 2026 as GSR mandates kick in.

Market Impact: With 11 OEMs and 18 programs, Seeing Machines holds ~20-25% market share in DMS. Growth is fueled by regulations, but competition from Smart Eye and Mobileye persists.

4. bmw

integration details: bmw employs seeing machines dms in its driving assistance professional package, running on qualcomm processors for gaze tracking and attention monitoring. mirror-based options are supported via magna collaborations.

specific 2025 models: not explicitly named, but integrated in high-end models like the 7 series, x5, and i7 with level 2+ adas. the panoramic idrive system at ces 2025 hints at expanded dms coverage.

analysis: bmw's programs contribute significantly to seeing machines' 2.88+ million vehicles in production. focus is on premium segments, where mirror integration reduces visual clutter in curved-display ****pits.

5. mercedes-benz

integration details: mercedes uses seeing machines for dms in its drive pilot (level 3) and active distance assist systems, emphasizing occupant monitoring. mirror mounting is feasible via supplier integrations.

specific 2025 models: likely in s-class, eqs, and gle, where level 3 autonomy requires robust dms. the 2025 glc 350e and gle 450 updates include enhanced digital mirrors compatible with dms.

analysis: as a luxury leader, mercedes' adoption boosts seeing machines' credibility, with programs focused on regulatory compliance in europe and the us. production volumes are high, but model specifics remain oem-guarded.

Key Brands and Specific 2025 Models with Seeing Machines DMS

1. Volkswagen (VW)

Integration Details: VW has the most explicit confirmation of rear-view mirror-based DMS from Seeing Machines. The system uses a camera embedded in the mirror for driver and occupant monitoring, rolled out to meet Euro NCAP and EU GSR requirements. This is part of a broader strategy to standardize DMS across VW's European lineup.

Specific 2025 Models:

Tayron (all trims): Confirmed for full rollout in 2025, with the mirror-integrated DMS as standard. The Tayron is a mid-size SUV succeeding the Tiguan Allspace.

Broader VW Range in Europe: Includes models like the Golf, Passat, and Tiguan, with mirror-based DMS becoming standard across most new vehicles sold in Europe starting mid-2025.

Upcoming: ID.2 (entry-level EV, launch 2026) will feature it in the rear-view mirror.

Analysis: VW's adoption is aggressive due to regulatory pressures in Europe, potentially covering millions of units annually. This positions Seeing Machines as a key enabler for VW's safety ratings.

2. General Motors (GM) - Cadillac Division

Integration Details: Seeing Machines' FOVIO technology powers the driver attention monitoring in Cadillac's Super Cruise hands-free driving system. While early implementations (e.g., 2018 CT6) used a steering-column camera, recent updates leverage more integrated placements, including mirror-compatible designs via Magna partnerships. Super Cruise now includes enhanced impairment detection.

Specific 2025 Models:

Escalade (all trims): Standard Super Cruise with Seeing Machines DMS for hands-free highway driving.

Other Likely Models: CT5, XT5, and XT6, where Super Cruise is optional or standard on higher trims.

Analysis: Cadillac's luxury focus emphasizes advanced ADAS, with Seeing Machines contributing to Super Cruise's 750,000+ miles of mapped highways. Mirror integration is evolving but not yet confirmed as primary for 2025; steering-column remains dominant.

3. Ford

Integration Details: Ford uses Seeing Machines DMS for BlueCruise hands-free driving and general drowsiness/distraction warnings. Integrations are typically via interior cameras, with potential mirror mounting through Magna suppliers.

Specific 2025 Models:

Explorer (all trims): DMS is standard, confirmed at start of production in 2025, located above the steering column but compatible with mirror ecosystems.

Analysis: Ford's volume (part of 8+ global programs) drives Seeing Machines' growth, with ~35% YoY production increase in 2025. Rear-view mirror specifics are less emphasized, but Ford's partnership history suggests broader adoption in future refreshes.

Overview of Seeing Machines Technology in Rear View Mirrors

Seeing Machines is a leading provider of AI-powered driver monitoring systems (DMS) that use computer vision to track driver gaze, detect drowsiness, distraction, and even impairment (e.g., from alcohol). Their technology often integrates into vehicle interiors via cameras, with a growing focus on compact, cost-effective placements like rear view mirrors. This integration allows for unobtrusive monitoring of both the driver and occupants while complying with regulations like the EU's General Safety Regulation (GSR) and Euro NCAP standards, which mandate advanced DMS in new vehicles starting in 2026. Rear-view mirror mounting is particularly advantageous due to its central position, providing a wide field of view without additional hardware clutter.

As of September 2025, Seeing Machines' DMS is deployed in over 3.7 million vehicles globally, with production volumes exceeding 1.5 million units in FY2025 alone. It's integrated across 18 programs with 11 OEMs, primarily through partnerships with Tier 1 suppliers like Magna (for mirror-based systems) and Valeo. However, specific model-level details are often not publicly disclosed by OEMs due to competitive sensitivities. Below is an analysis of confirmed or highly likely current (2025) implementations, focusing on those with rear-view mirror integrations where specified. This is based on OEM announcements, supplier collaborations, and production data.

I wonder if the big seller was mitsubishi

Https://www.trailermag.com.au/simon-national-carriers-invests-in-significant-safety-measures/

Https://www.ainvest.com/news/qualcomm-strategic-expansion-automotive-tech-catalyst-long-term-growth-2509/

Https://incabin.com/blog/seeing-machines-to-showcase-rare-live-demo-at-incabin-europe-2025/

I believe CGT is charged at your rate of income tax, with a 50% discount for shares held over 1 year. I believe a fund has a 50% discount on CGT, if the fund is setup for beneficiaries on lower income than Ive, then this should mean lower tax. Shares still need to be held for over a year to benefit from the lower rates, but getting things in order now with a lower transfer value to the family fund, creates a loss for Ive on his personal side, so if he disposes in next next few years, he should be able to carry forward the loss, e.g. minimising any gains CGT is charged on his personal side. He is basically getting everything structured right for future stock sales or a buyout. The current low share price is a good benefit. Not a qualified accountant, or tax advisor but this is based on my research. DYOR

Https://www.investormeetcompany.com/companies/seeing-machines-limited/rns/2536039/view

Ives super family fund

Https://abr.business.gov.au/AbnHistory/View?id=70097949427

Https://www.ainvest.com/news/machines-strategic-turnaround-path-profitability-2508/

Https://insideevs.com/news/768393/tesla-dojo-supercomputer-dead/

Https://www.einpresswire.com/article/837712626/rear-view-mirror-market-is-projected-to-increase-at-a-cagr-of-6-4-through-2025-2029

Https://europe.mitsubishielectric.com/en/pr/global/2025/0804/?category=&year=

Https://www.proactiveinvestors.co.uk/companies/news/1076055/seeing-machines-reports-surge-in-car-installations-and-hardware-sales-ahead-of-new-eu-safety-rules-1076055.html