The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
GM sold 10 million cars in 2017 - http://money.cnn.com/2017/02/07/news/companies/gm-record-sales-profits/index.html
http://media.cadillac.com/media/us/en/cadillac/news.detail.html/content/Pages/news/us/en/2018/jan/0105-cadillac-sales.html Cadillac recorded its second-highest sales mark in the brand�s 115-year history, delivering 356,467 vehicles worldwide in 2017
See presented at this year's Transas Global Conference https://youtu.be/spzwYWMApJs
I posted this back in March Nick DiFiore used to hold a Senior Engineering management role at Ford, before moving onto Xilinx. I think I read recently Ford is working with Xilinx? Just found this from 2015 re: Xilinx https://vehicle-electronics.biz/content/programmable-logic-load On the Ford F-150, the highest selling petrol vehicle in North America, it has several design wins as well as in Japan with Honda, Acura and Isuzu and in Europe with Audi and Volkswagen. It now has a 60 per cent share in automotive PLDs.
Thanks Alex8 for bringing the Denso product to my attention. All information is useful to know. I agree with the others that SEE, providing the XaaS, differentiates SEE. But there is the risk that Denso, with their money, can break into offering this. I expect there are many large fleet companies that would want the added service that SEE offer. But there are also going to be many that are happy without a monthly service. There's more than 1 company producing retrofit Satnavs, even when you can get cars with them built in. My father in-law seems to buy a new one every year for some reason. What I'd like to see is a row of DMS devices in Halfords. And SEE to have one of the products on offer (with/without the monthly service offering).
Looks like Veoneer are working with a company called Affectiva for monitoring emotions Page 75 of the Veoneer investor day presentation https://vp275.alertir.com/sites/default/files/misc/veoneer_equity_story_investorday_2018.pdf https://www.affectiva.com
Monitoring fatigue/distraction for safety is one thing, and has a clear benefit I think human drivers will accept. But a robot detecting other emotions and reacting is a completely different thing that I don't think humans are ready for. It also opens up a whole new set of privacy issues, and I would presume the occupants would first have to opt-in before they can be monitored. I therefore don't think robotaxis, at least initially, will be monitoring occupant emotions.
For a level 4 robotaxi I don't see any need for DMS if there is no steering wheel. They just won't drive outside of the geofenced area, and will pull over and park (causing mayhem in congestion) if the conditions become unsuitable. Bye Uber drivers and complaints from Licensed taxi drivers. However, the level 4 tech will eventually filter down to non taxis, that the population will continue to buy. So the normal level 4 rules will apply, but there will be a steering wheel and DMS in these vehicles. Based on the planned journey the car will allow hands off, mind off while in the geofenced area (and conditions are suitable)... Before approaching the "fence" the car will alert to handover to the driver to take responsibility.
I don't recall anyone picking this quote up from last week's vox podcast, around 5min 40 "And also buses, which is a growing part of our business" https://www.**********.co.uk/blogs/seeing-machines-see-russ-mould-tru-mgp-stck-chris-bailey-mks-kgf-wizz-plus/
Pretty sure it's not difficult to create multiple accounts on LSE. They're not exactly that technical, so I doubt they do IP based detection Have you noticed how the site isn't secure? Logins/Passwords are sent unencrypted for anyone on your network to see. I hope everyone is using a unique password for this site. I pointed it out to them a year ago.
I think it's highly likely as well that DMS will likely be mandated for any car featuring semi-autonomous abilities. But I can't imagine regulations stating the actual technology to use. It will be down to someone like Euroncap who will update their ratings as technology changes and improves.
Personally I think Alex is talking some sense here. My take.. The press release along with the proposal states "over-ridable intelligent speed assistance or driver's distraction recognition". To me, that use of "or" is important wording. It's not "and". - http://europa.eu/rapid/press-release_MEMO-18-3681_en.htm The Ken quote ""ultimately I think so, but there are a few steps in between". Those steps I read as being the process the EU follows now the Commission is proposing mandating new safety features (the Parliament and Council both needing to agree). On ACEA lobbying, and us already working with BMW and Merc. It makes sense for the car industry to not want all the tech mandated. They want to keep certain features as paid for extras, that make their models standout against the competition. Which is why we are working with who we are. What I think will happen in the next 3 years - DMS will only be mandated in vans, trucks and buses. But Euroncap will require DMS to receive 5 stars for cars.
Anyone know about this? "Among its products are the Lytx DriveCam video safety program, its Video Services interface into fleet operations and its ActiveVision service that helps fleets detect and address distracted and drowsy driving, both in real time and over time." http://www.ttnews.com/articles/investors-fleets-back-video-based-telematics
Something I noticed in the Fact Sheet released last week was the word "OR" in answer to "What is the Commission proposing to make vehicles safer?" "over-ridable intelligent speed assistance or driver's distraction recognition" http://europa.eu/rapid/press-release_MEMO-18-3681_en.htm " The Commission is proposing that within 3 years all new models introduced on the market must have 11 advanced safety features, such as advanced emergency braking, lane-keeping system, over-ridable intelligent speed assistance or driver's distraction recognition "
SEE have "the best tech" compared to the competitors. More features and so the higher priced product. And therefore the BMW, Audi, Merc etc... why would SEE also not also go after the "lower end" market, albeit removing certain features for these products to lower the cost, for those car models which are going for "minimum" requirements? Preventing a competitor getting any sort of foothold. Or will the EU proposal mean there will be no "high"/"low" in monitoring capabilities. Will an Austin Allegro have the same level of tech as a Ferrari?
Samsung: how it plans to develop world-leading autonomous car tech https://www.autocar.co.uk/car-news/industry/samsung-how-it-plans-develop-world-leading-autonomous-car-tech