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Seb A good place to start))

Seb What are your expectations?

Terry Safestocks is on the same hymn sheet as you,from his reply to a reader. I wonder if SEE will issue an RNS during trading when it becomes apparent that it will (hopefully) be making a profit 18/19 (a new version of a profit warning) due to one or both of lucrative BdMS sales or licensing of Guardian

Stan If they use the same person who has recently wrote the RNS', the SP will go down. If they use the person who does Smarteye's RNS ', it will go to a £!!!!!

So the car is to be shown at the 2020 Olympics and go on sale shortly afterwards. Considering the required lead up time, either this is the most stringent NDA (no names but also no RNS???) or an RNS is due imminently. The ink must be dry by now?

RFQs started March /April and take 6-9 months to complete? So we are now in the 6-9 month zone. So it's about time for them to drop?

I think our chip is no more than 3W. Semicast Research @semicast_res "Nvidia Drive AGX Pegasus...power consumption of 400 to 500 watts". Compare with L3 Mobly EyeQ4 @ 3W + Zynq-7000 @ 3W for DMS = 6W. GPU is great theater, but needs ~4-5W for L2/3 ADAS. Mobly & Xilinx have proven track record of supplying chips for auto. Nvidia BB8 autonomous car drives 80km through Silicon Valley guru3d.com 9:09 AM · Oct 15, 2018 1 Like

S2020 Yes it would. What would be almost as good would be a trading update as regards what is happening with Guardian and how BdMS is doing, we were told there was an urgent need for it and that one order had been signed with ongoing negotiations with other parties. 2018/19 could still show a profit. And at the moment, that's what the market wants to see!

Esc Let's hope it's not only in the test car and we get the RNS very soon!

It's all about power! Semicast Research @semicast_res Problem is GPU is over-specced for ADAS - too expensive and consumes too much power. These issues matter hugely to OEMs for mass market models. No amount of marketing/PR can overcome these basic facts. 9:28 AM · Oct 11, 2018 2 Likes

John Good post. In this article, the company says for now, there will be a safety driver, only proving either the inconsistency of the company or journalism. So, does Waymo have an urgent need for 600 BdMS '?

Volvo listed, no RNS from anyone. Byton not listed????

Will Tesla be calling? Replying to @Tweetermeyer “Yeah, but it’s NOT REALLY driving itself” Image Semicast Research Semicast Research @semicast_res Replying to @Tweetermeyer NTSB, EuroNCAP and the EC all agree with you Ed. Audi, BMW, Ford, Geely, GM, JLR, Mercedes, Volvo all adopting L2/3 with camera DMS. New Tesla models won’t get type approval for sale in Europe after September 2023 without camera DMS, even if they are marketed as FSD (or L4). 12:56 PM · Oct 13, 2018

https://www.openpr.com/news/1299651/Global-Eye-Tracking-Market-to-Reflect-Impressive-Growth-Rate-Key-Players-EyeTech-Digital-Systems-Inc-EyeTracking-Inc-LC-Technologies-Inc-Mirametrix-Inc-Tobii-AB-Sensomotoric-Instruments-GmbH-Seeing-Machines-Ltd-Ergoneers-GmbH.html Link posted by SEE on LinkedIn today.

Semicast Research @semicast_res How much of the >US$80bn sunk into autonomous driving will be written off? Nvidia's shift at GTC from L4 to "L2+" is a wake-up call. Some of the ~50 LiDAR suppliers targeting mass market L4 may already be worthless. Big picture trend is L2 with DMS. A Whopping $80 Billion Has Been Invested So Far In The Self-Driving Car Race jalopnik.com 12:31 PM · Oct 12, 2018

Terry I think the point Colin is making is for a mass produced car, OEM's are worried about the minor cost of DMS, so what chance at present for Level 4 with additional costs of between $100-200,000 per car. Yes, economies of scale etc would bring that down but still a long way from being affordable for the mass market. That's why Uber, Waymo and other taxi/ride sharing firms are likely to be the way forward for L4 but not for some time. And then you have the insurance issue....

Semicast Research @semicast_res Most likely a number of OEMs have decided the economics of L4 just aren't there in mass market models. If they are agonizing over <$200 for camera DMS, L4 is not on the table. Also what even is "L2+"? Quote Tweet Junko Yoshida @junkoyoshida .@nvidia Moves into #ADAS Territory, by pushing #AI-based #AGX #Xavier, originally designed for #L4 #AutonomousCars – down to L2+ vehicles. Is it an overkill? @volvocars is the first to go along. @VSI_Labs (link: http://ow.ly/EmdW30mbkp0) ow.ly/EmdW30mbkp0 Image 5:28 PM · Oct 11, 2018 1 Like

Semicast Research @semicast_res Jensen Huang, Nvidia CEO...expects vehicles with level 2 autonomy to be around “for a long time.”...“Driver monitoring is really important,” he said. “AI will tell you if you fall asleep” Huang is agreeing the big picture looks more like L2 w/DMS than L4. (link: http://www.automotiveit.com/carit/nvidia-ceo-sees-gigantic-opportunities-for-auto-industry/) automotiveit.com/carit/nvidia-c… 2:27 PM · Oct 11, 2018 4 Likes LewboAIM LewboAIM @LewboAIM · 4h Replying to @semicast_res This is good news for @seeingmachines and @SmartEyeAB #DMS The posturing of OEM's to say they will be the first to L4 let alone L5 is misleading. Nice to have someone with a sense of reality. Semicast Research Semicast Research @semicast_res · 2h It is a massive, screeching, U-turn from Jensen's earlier predictions. Try this one... CES 2017: Nvidia and Audi Say They'll Field a Level 4 Autonomous Car in Three Years spectrum.ieee.org

The fall yesterday ( and earlier today) affected tech stocks over and above any other sectors (although housebuilders have also tanked) and there is little (or nothing) SEE could have done to change this. I also don't believe anyone stated only news would take the price up to 8p rather the SP would recover back to that level and that news could take it back to around 14p which obviously it could. Smart Eye dropped by 3.5% today and the same applies to it (even with Viktor doing his best).

Klick I like the sentiment of your last sentence other than not a sale but of licensing Guardian, that data could be equally valuable (together with the SaaS fees). It makes sense assuming that an agreement is already done other than the signing if for nothing else for the continuity. (And who knows the licensee may be in line to manufacture any orders as of now).