The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Https://www.linkedin.com/feed/update/urn:li:activity:7114577994353897472/
Latest from Colin Barnden on new product from Valeo called "Smart Safety 360" on LinkedIn
This new product from Valeo called "Smart Safety 360" is a game changer. I haven't seen anything like this before, but it is exactly what #automakers require to meet #NCAP and #GSR regulations. I talked at length about the need for fusing #ADAS with #DMS using the "Mobileye location" around the mirror assembly in London almost 4 years ago, and now here it is. This product combines driver assistance, driver monitoring, and automated parking into a 1-box solution. We can see the constituent parts, including front camera, #radar (4 corner and 1 front), up to 12 ultrasonic sensors, and DMS. Magna International seems to be leading in this development, and here is Valeo announcing something as well. This is a triumph for systems engineering, and for developing solutions to meet the automakers' needs. Well done Valeo.
Valeo is a long-time Mobileye partner, so let's assume there is an EyeQ6 #SoC in here for ADAS, doing forward vision, radar processing and ultrasonics. There must then be another SoC to integrate the DMS and parking functions, and the two top candidates for that would be Ambarella Inc and Texas Instruments.
Another possibility is the solution uses the Qualcomm #Snapdragon #Ride #Vision SoC with Arriver vision stack, but recent press activity has confirmed a relationship with Valeo and Mobileye for #imagingradar. This suggests there is already a next-generation product on the horizon, and reinforces the probability that Mobileye is being used here. The assumption is the DMS is from Seeing Machines, and a partnership in the aftermarket between Mobileye and Seeing Machines was announced back in February. For now, Mobileye, Seeing Machines, Valeo and Magna seem to be getting to know each other very well, and I'll be watching developments closely.
We can read other possible conclusions into this new product development. First, that mass-market automakers may be leaning towards imaging radar over #lidar. Second, that automakers have accepted that privately-owned passenger vehicles will not offer any meaningful #selfdriving features for a very long time yet and are moving towards driver assistance functions like #AEB and #LKAS, which make human drivers safer, as well as DMS.
For all the unbelievable amounts of PR for "self-driving" and recently particularly Mercedes-Benz AG Drive-Pilot, developments keep happening that reinforce the conclusion that humans will continue to drive cars and trucks. It still isn't clear if mass-market consumers even want hands-free driving on the highway, less so if they will pay for it.
Slowly ever more #OEMs seem to be reaching the conclusion that the role of #technology is to make human drivers safer. AEB, LKAS and DMS clearly have a long future ahead of them.
Https://www.linkedin.com/posts/geoffrey-bouquot-71b53724_valeo-smart-safety-360-activity-7112483526674927616-SR9a?utm_source=share&utm_medium=member_android
leo offers a scalable and affordable solution addressing in 1-box an ADAS System, connecting directly radars, Ultrasonic sensors and Driver Monitoring System to the Smart Front Camera. #Valeo #ADAS #FrontCamera
No surprise that Paul likes it!
Electric vehicles and automated driving are currently two major trends within the automotive sector, but not everybody has personal experience with them, yet. To change that, the Alliance For Automotive Innovation organized an event called Auto Tech Showcase: Innovation on the Road. The number of showcased technologies belonging to those two categories was huge, I will focus only on a few of them.
Austin Russell (CEO of Luminar Technologies) elaborated on the importance of automotive LiDAR for road safety. Especially important were his comments on the interrelations of safety and the economy, which in the automotive industry means that leaders in safety are typically luxury brands because it is these companies who can afford to equip their vehicles with new, very expensive safety features and technologies. In the case of Luminar, this dynamic is embodied in the fact that one of the first customers for their products is Mercedes-Benz. But as tech gets cheaper, other car manufacturers with more affordable models are starting to integrate this technology as well, such as Volvo Cars and Nissan, which are also Luminar’s customers. Taking a ride in one of Luminar’s cars to experience the performance of their LiDAR was very insightful. Thank you very much for that!
Jennifer Homendy, the Chair of the National Transportation Safety Board, revealed that based on the investigations her agency conducted, a significant number of fatal crashes would have been avoided or at least mitigated with the implementation of advanced driver assistance systems, such as AEB, LKA, and others.
Magna International was present with several vehicles featuring the portfolio of safety features they developed, including thermal sensing, driver monitoring systems, and various ADAS. Finally, Autoliv presented, besides many other impressive solutions, an external airbag for Nuro's autonomous delivery vehicle.
https://www.linkedin.com/posts/ugcPost-7112753694680440832-qccj?utm_source=share&utm_medium=member_desktop
Wow! - our new synchronised derampers (led by Short W*nker) are desperately trying to turn up the level of negativity and doubt on this Seeing Machines board recently. I guess we should all sell up as they are suggesting. :-)
Is this due to a number of long awaited RNS's that are soon to arrive?
Oh deary me....... It appears fairly obvious that this BB has been completely taken over by a full time disruptor on a mission. He is so keen that we all give up all hope in Seeing Machines and sell up. I mean who in their right mind is up at 5.00am to post such drivel without a very suspicious and negative agenda? I suggest everyone simply filters the idiot and keep him in a green box for a bit of peace and quiet.
Wow.... my screen is almost an explosion of Green boxes. I can only assume they are busting a blood vessel trying to put a negative slant on the RNS with so many references to a sale of Russian assets.
Patience required chaps.
Https://www.mercedes-benz-trucks.com/en_GB/emobility/world/our-offer/eactros-and-services.html#root/content/headline_489846305
Terry, try this one as it still works on my PC for searches for Mercedes Benz Eactros trucks
Nathan, I reckon that the technology has already been trialed and tested by Mercedes Benz (and others) and we are awaiting the launch of Guadian Gen 3.
This is possibly the multi-thousands order alluded to in one of the investor presentations by PMG.
the digital ****pit. https://www.mercedes-benz-trucks.com/en_gb/emobility/world/our-offer/digital-solutions.html
drivers at work benefit above all from the fully linked state-of-the-art, innovative multimedia ****pit with its e-specific functions and its new design. for example, it shows the range both in distance and time and the current and average energy consumption in kwh/100 km as standard, and it can also be personalised. via the mercedes‑benz truck app portal you can integrate apps such as the trucktraining app or fleet management apps.
driver monitoring is available in the mercedes-benz eactros. it uses a camera and infrared sensors to track the driver's face and eyes, and can alert the driver if they are not paying attention or if they start to nod off. the system can also be used to prevent the driver from taking their eyes off the road for too long.
the driver monitoring system is part of the eactros's active safety package, which also includes features such as adaptive cruise control, lane keeping assist, and automatic emergency braking. these features work together to help the driver stay safe and avoid accidents.
the driver monitoring system is available on all models of the eactros, and is standard on the eactros longhaul. it is an important safety feature that can help to prevent accidents and keep drivers safe.
here are some of the benefits of driver monitoring in the mercedes-benz eactros:
helps to prevent accidents by alerting the driver if they are not paying attention or if they start to nod off.
can be used to prevent the driver from taking their eyes off the road for too long.
can help to reduce driver fatigue.
can improve driver safety and productivity.
if you are considering buying a mercedes-benz eactros, i would recommend getting the active safety package with driver monitoring. it is a valuable safety feature that can help to keep you and your passengers safe.
the eactros is an electric truck that was launched in 2022. it uses qualcomm's snapdragon digital chassis, which is a suite of automotive solutions that includes the snapdragon ****pit platform and the snapdragon automotive connectivity platform. the snapdragon ****pit platform powers the eactros's infotainment system, while the snapdragon automotive connectivity platform provides the truck with 5g connectivity.
the use of qualcomm's technology in the eactros allows the truck to have a number of advanced features, such as a 15.2-inch touchscreen infotainment system, a 12.3-inch digital instrument cluster, and over-the-air updates. the 5g connectivity also allows the truck to be used for remote diagnostics and fleet management.
the mercedes-benz eactros is the first commercial vehicle to use qualcomm's snapdragon digital chassis. however, qualcomm is also working with other automakers, such as bmw, ford, and renault, to bring its technology to more vehicles.
here are some of the benefits of using qualcomm's technology in the mercedes-benz
Https://www.theglobeandmail.com/business/article-magna-raises-full-year-sales-forecast-for-fiscal-2025-on-back-of/
Canada’s Magna International raised its sales forecast for fiscal 2025, on the back of sustained demand for parts, sensors and electrified powertrain systems.
Demand for parts and sensors has picked up as automakers strive to push out more electrified vehicles with advanced driver aid systems such as driving monitoring systems, park assist and adaptive cruise control.
The Canadian auto-parts supplier now expects its full-year 2025 total sales to be between $46.7-billion and $49.2-billion, compared with its prior forecast of $44.7-billion and $47.2-billion.
Magna is expected to provide more details on its outlook and the industry at its investor day conference later in the day.
Qualcomm told investors at its Automotive Investor Day that its design win pipeline is expected to deliver $30B back to the company. That was nearly a year ago; the pipeline has undoubtedly grown.
https://www.linkedin.com/posts/donnymac_qualcomm-boosts-growing-automotive-business-activity-7098236145506942976-j7qi/?utm_source=share&utm_medium=member_desktop
Also..... Cristiano R. Amon on LinkedIn: #teamqualcomm
It was an honor to host Mr. Keiji Yamamoto, Senior Fellow, CPIO, President of Connected Company, Toyota Motor Corporation on the Qualcomm campus.
https://www.linkedin.com/posts/cristiano-r-amon_teamqualcomm-activity-7100868692980228096-jbmb?utm_source=share&utm_medium=member_desktop
Let's hope we hear of some RFQs coming from Qualcomm soon. ??
Https://www.linkedin.com/posts/patrick-nolan-343b5013_great-first-day-at-asia-pacific-airline-training-activity-7102199653089124354-DAXT?utm_source=share&utm_medium=member_android
Interested to see what is brewing? CAE provide flight simulators...... hmm?
GLA LTH'S
Seeing Machines has published its latest quarterly #KPIs for cars on road. To 30 June 2023, the cumulative total is 1,086,176 units. Seeing Machines is the second DMS supplier to pass one million cars on road, after Smart Eye, and the race is now on as to which supplier reaches two million vehicles first.
Seeing Machines' delivery growth is sudden. In only the 12 months to 30 June 2023, 638,951 units were added, or about 60% of the cumulative total number. In the 24 months to 30 June 2023, it was 956,442 or about 90% of the cumulative total. Its success in the automotive sector has essentially happened in just the last two years.
Future growth is on course to be just as dramatic. The company hit 150,000 units delivered in a quarter for the first time only in the Jan-Mar quarter (173,802 units) and then promptly passed 200,000 units delivered in the Apr-Jun quarter (211,325 units). By providing quarterly data, its growth path can be analyzed. The conclusion is that after many years of R&D, Seeing Machines is now delivering on its promises.
Cars on road is a more robust metric to assess market leadership than "design-wins," which can easily be gamed by definitions. Further ambiguity is added to design-win totals by the existence of dual optical path systems, to cover the driver (#DMS) and the wider cabin (#OMS). Two different suppliers can legitimately claim the same vehicle model as a win (which has happened with BMW), or one supplier can claim two "wins" if they secure both the DMS and OMS nomination. The trend is clearly towards a single optical path combining both DMS and OMS, and some existing awards will be junked and never reach start of production #SoP. Thus, design-win totals are meaningless beyond scoring PR victories.
The three leading #automotive #technology suppliers (Seeing Machines, Smart Eye, and Cipia) are all independent, publicly listed small companies having to survive in a world of >5% interest rates and a rapidly rising cost of money. Vital is a path to profitability, matched with significant investment in a continued #innovation #roadmap to ensure technology leadership for the next ten years. Threading that needle will be extremely challenging, and not all three suppliers will make it. Profit centers beyond automotive will likely be the main differentiators to survival, underscoring the importance of strategies in the #fleet and #aviation sectors.
You'll have to pick your own survivors in this market. Capitalism is brutal, but cash is always king. Companies do not die because they make a loss. They die because they run out of money.
Good morning Terry, Same here for me....... I was becoming sick and tired of Shorty's repeated constant negative whinging, etc no ... It is as clear as day what his agenda is. Anyway, he is a mere 'Green Box' now. Let's hope we have decent KPI figures tomorrow. GLA LTHs
Soulboy,
https://www.linkedin.com/posts/seeingmachines_artificial-intelligence-four-uk-shares-to-activity-7094905132592607232--1bc?utm_source=share&utm_medium=member_desktop
I find it interesting that the same Utube clip was posted on LinkedIn this morning by Seeing Machines themselves.
I wonder why they did that ? Hmmmmm.....
Https://twitter.com/AmnonShashua/status/1687426278662537216?cxt=HBwWgIC4xdLQ-OouAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email
A funny clip going viral in China of a driver with @Mobileye's Hands-free (Eyes-on) SuperVision system trying to change lane in a congested traffic.
Interesting that it is Mobileye.... Appears to be using See technology in China ?? In the video you can clearly see the infrared lights above the steering wheel flashing........ Can any clever techy types confirm that it is SEE tech ?
Https://www.linkedin.com/posts/seeingmachines_parisairshow2023-seeingmachines-drowsiness-activity-7077148160455806976-cQJJ?utm_source=share&utm_medium=member_desktop
The Collins Concept Flight Deck is in full operation at #ParisAirShow2023. The demo incorporates #seeingmachines leading eye-tracking tech and features escalating alerts for #drowsiness. @Pat Nolan also met with senior members of the Collins Aerospace team as our collaboration gets into full swing.