Member Info for redindi

Wilson It seems to point in that direction. Maybe Intel can see some synergy in merging them......

@semicast_res Am calling next gen Audi zFAS as Mobly EyeQ5 with Zynq-7000 FPGA for DMS. Must compete with BMW iNEXT platform. Best guess Bosch or Conti for Tier 1. Mobileye CEO Explains Camera-Centric Approach to Self-Driving Cars electronicdesign.com 1:01 PM · Jan 31, 2019 · Twitter Web Client 1 Like Semicast Research Semicast Research @semicast_res · 4m Replying to @semicast_res Note specific language from Mbly. EyeQ5 was NOT designed for ADAS at all, but OEMs don’t want L4/5 (yet). Major changes in OEM's plans going on behind scenes (AD to ADAS w/DMS). Trend is "less autonomy, more DMS". Have the DMS decisions been delayed by sampling dates for EyeQ5? Semicast Research Semicast Research @semicast_res · 4m EyeQ range is scalable (EyeQ3/4/5). So is Fovio (FPGA standard, scalability in SW functionality). OEMs want standardization across platforms (economies of scale) using PROVEN tech. Chip strategy from @seeingmachines (Fovio on FPGA) looks deciding factor for DMS vendor selection. Semicast Research Semicast Research @semicast_res · 4m It is clear OEMs want ADAS w/DMS at best power consumption and cost. Looks like game over for NVDA in ADAS. GPU is simply too much power (>30W). EyeQ5 with Zynq-7000 FPGA is 8W total.

Yes, excellent article by Colin. It's just a question of when will the market catch up!

Terry Maybe we'll get them sooner than we think ie 6 in relatively short order. Dependent on how SEE intends to raise the necessary funding required to service new and existing orders prior to 2020,the higher the SP the better. Maybe a strategic investor is waiting for some or all the RNS to fall before joining the party?

Coincidence or what? Seeing Machines tweeted - @seeingmachines Safety is a critical challenge for autonomous vehicle manufacturers as intelligent vehicles emerge across multiple transport sectors. @seeingmachines ' superior #DMS tech is integral to mitigating risk & safely navigating this transition. (link: http://ow.ly/Yu3L30ntGDb) ow.ly/Yu3L30ntGDb #seeingmachines Automotive - World’s best driver monitoring technology that enhances safety in real time. The automotive industry is on the verge of the largest technology revolution it has experienced since the first car was... seeingmachines.com 12:47 PM · Jan 28, 2019 · Hootsuite Inc. 1 Retweet 4 Likes

From Safesocks - 'Cenkos, the house broker for Seeing Machines published a note on Jan 19th. In it the analyst John-Marc Bunce wrote: “We therefore maintain our previous assumption of a minimum A$18m equity raise in the summer with cash arriving at the beginning of FY2020 and note that assumption is the minimum needed at the last minute to fund the business through to profitability. “Based on what we learnt at CES, and the extremely strong Automotive pipeline announced today, we believe that this timeline would be brought forward as the company should be accelerating investment to defend its market position.” ' Assuming A$25 million is required prior to June, that equates to roughly £13.6 million. As this is primarily required to fund the increased demand and also urgent requirement by OEM's, maybe either Semicast or Safesocks as regards additional funding are correct as taking into account the true value of existing and expected new business, this is a relatively small amount. And who wants further dilution, especially in the Semicast scenario?

Map that is!

Mao Probably spot on. If not an outright bid, maybe a strategic investor, $100 million for x% from a 'sexy' investor would achieve the same outcome of sorts. Hasn't a recent addition to the board got M&A experience?

Interesting that they announce 3 OEM's wins and name them. Whatever happened to NDA's?

S2020 Precisely, at present, only SEE can provide a solution if regulators required it and why wouldn't they? In any regulated area SEE at present would appear to have a strangle hold.

If NCAP and other regulators decide that DMS is required and should work at 10-70(+) mph, what solutions are there which would meet this requirement?

So we have in the past hit 14p and if we reach our full potential in the next 1 to 2 years (ie 10+ OEM wins etc) you would sell out for 15-20p????????

I'll stick with Semicast/Safestock's vasluation(s), may the bidding war commence after a few contract wins please!

Terry Assuming SEE are successful in all six bids this first half, in £s using Veoneers metrics that would be £747 million, and we haven't even taken account of those RFQ's due in the second half. On auto alone, where will SEE be end of June and end of this year? If we do average one positive auto RNS, I'm sure SEE will get noticed by a lot more people. Obviously Fleet, Air, Rail etc could/will also provide us with more news (hopefully all good). Not forgetting BdMS also.

As sure as Intel saw Mobileye, xilinx will see SEE. And what happened there? Unless a Titan or two comes calling!

Semicast Research @semicast_res Why is it acceptable for the AV industry to conduct tests on non-consenting "human guinea pigs" to supposedly save 40,000 lives a year? Over to you @PAVECampaign @johnkrafcik @USDOT @NHTSAgov CC: @Tweetermeyer Robocar Industry and Nuremberg Code Why is it acceptable for the AV industry to conduct tests on non-consenting human guinea pigs to supposedly save 40,000 lives a year? eetimes.com 5:10 PM · Jan 16, 2019 · Twitter Web Client

If Tips here, a rise is sure to follow!

S7 Misinterpretation could well be right!

Who's talking about Tier 1's or OEM's? Hence Ken would be telling the truth but not the full picture! Time will tell but certain parties not interested in mass production of level 0-3 will see value. Odd that some vilify one moment, the next quote them out of context to support their view.

https://amp.economist.com/leaders/2017/05/06/the-worlds-most-valuable-resource-is-no-longer-oil-but-data Now how much data have we got?