Member Info for MikeyInvester

Https://www.reanin.com/reports/automotive-intelligent-rearview-mirror-market

Low concentration- 1 to 5 major players - 15% CAGR, market size expected to 3x by 2031

Https://www.cnbc.com/2025/11/12/cnbcs-the-china-connection-newsletter-xpeng-attempts-a-global-transformation.html

Https://youtu.be/Fjmi9UReCIc?si=8oLFYWy0ptUkXx-k

Https://motoring-trends.com/auto-components/magna-inaugurates-new-latches-and-mirror-manufacturing-facility-in-chakan

Https://youtu.be/L3IFqpweQJ8?si=d0d-u44cl5mV_aQK

Https://www.proactiveinvestors.com/companies/news/1082540/seeing-machines-eyes-major-us-guardian-expansion-icymi-1082540.html

Https://markets.ft.com/data/announce/detail?dockey=600-202511130300PR_NEWS_EURO_ND__EN23398-1

Https://www.euronews.com/business/2025/09/12/car-sales-in-europe-which-brands-are-rising-and-falling

Looks like VW have a 30% market share in the EU, Stellantis are in second place even with a slight drop this year - great news for SEE

Direct to production, skipping trials and proof of concept

Https://woodsidecap.com/softwaredefined-mobility-the-collision-of-cognitive-ai-and-nextgeneration-silicon/

Waterfall process skipped - great news for SEE

Agreed, it was more the Net debt I was focused on in the article, hopefully the CLN will be cleared in 2026 and then it's onwards and upwards

Https://youtu.be/zXSVKUzATgc?si=woiCTtltQED8WB0g

SEE starts at 9.52 - Bull flag breakout, high of existing range anticipated by end of November, 4.75p target

Https://simplywall.st/stocks/gb/tech/aim-see/seeing-machines-shares/news/would-seeing-machines-lonsee-be-better-off-with-less-debt

Seeing Machines Limited (SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, said it continues to set new standards in automotive safety through its collaboration with Magna, one of the world’s largest Tier 1 Automotive suppliers. Five years ago, Seeing Machines extended its leading Driver Monitoring System (DMS) technology to incorporate a wide field of view and include the monitoring of vehicle occupants for enhanced safety and convenience. This Driver and Occupant Monitoring System (DMS/OMS) solution has matured and today, is delivered via a single camera, including from the rear-view mirror location behind mirror glass, resulting in an overall lower cost vehicle solution for Automotive OEMs.

Comment: People have grown old and died waiting for SEE to get over the line. However, with a bit of AI thrown in it would appear that the company has finally arrived at the promised land. Being in bed with a Tier 1 counterparty speaks for itself.

https://www.share-talk.com/rns-hotlist-with-zak-mir-sbry-agy-plsr-grow-tand-azn-wise-wosg-fdev-see/

In a flash note issued today, Stifel analyst Peter McNally wrote:

“The significance to us is that production is happening on time. As we heard at the Townhall event earlier this year, Seeing Machines was expecting the start of production of a number of programmes this year with one significant one over the summer (which we believe happened on time) and a second larger one later in the year. So, the announcement is good news that it is starting toward the early part of calendar Q4.

“We also note that this is for both DMS and OMS which typically indicates better ASP than DMS alone. We see this as a positive development as the company approaches its target of run-rate cash flow break-even by the end of the year.

“We don’t think this announcement has anything to do with the Magna loan but is purely signaling that the production ramp is starting on time. We should be getting fiscal Q2 KPIs in the next couple of weeks. The company remains one of our top picks at 14.4x FY26E EV/EBITDA. Buy.”

Https://www.safestocks.co.uk/2025/11/06/stifel-reiterates-buy-with-9-6p-price-target/

Https://www.mdpi.com/1424-8220/25/21/6670

See referenced multiple times in this.

Not necessarily the software but the sensor, it also mentions partners like, it doesn't seem to limit it to smart eye:

"Sony's new sensors, particularly the IMX775 with its RGB-IR capability, provide a richer, more nuanced data stream that, when combined with AI from partners LIKE Smart Eye, allows for more accurate and comprehensive understanding of driver state and cabin conditions. The IMX828's integrated MIPI A-PHY and cybersecurity features represent a move towards more streamlined, secure, and resilient sensor architectures, moving beyond basic image capture to intelligent, secure data acquisition. Initial reactions from the AI research community and industry experts have been positive, highlighting the potential for these integrated solutions to accelerate the deployment of safer and more reliable semi-autonomous and autonomous vehicles, while also setting new benchmarks for in-cabin experience and security."

This sensor would be a game changer if linked in with our software, just my own 2 cents

Other specialized DMS providers such as Seeing Machines (LSE: SEE) and Tobii (STO: TOBII) will face increased competition but also opportunities for similar hardware-software integrations to enhance their offerings.

Https://patentscope2.wipo.int/search/en/WO2025222251

International filing date: 23/04/2025

Publication date: 31/10/2025