Member Info for redindi

The last 3 OEM's RNS were released on 26/4/18, 4/6/18 & 27/7/18. Three in just about three months, the last over two months ago when about that time Safestocks said Toyota had been won. From memory, Safestocks said SEE had got BMW, subsequently proved about six weeks later. So, yes, it's about time for a 'positive' RNS or three. Since Byton, it's mostly been negative.

S2020 £7.85 per share applying those metrics. Although I'm not in any way implying SEE Is worth anywhere near that amount, as someone said, something is wrong here. As the same person said, the market is clueless (for now). What will it take to change that? I suppose a few RNS would help.

Semicast said previously that SEE & SEYE are way ahead of all other competition (and SEE ahead of SEYE at an ever increasing rate) and then says that other than SEE & SEYE, there will be design wins for 2-5 other companies. I'm finding it difficult to name more than 2 other 'competitors', competitors that Colin has said are way behind and as the end date he uses is 2026, is there enough time to catch up either SEYE or SEE?

Semicast Research @semicast_res 1 To put recent procurement talk for DMS in context: Semicast forecasts cumulative shipments of ~285M camera DMS from 2019-2026 in automotive (light vehicles only). For @SmartEyeAB at ~€7 ASP that is revs ~€2 bn; for @seeingmachines at ~US$20 ASP it is revs ~US$5.7 bn. 5:23 PM · Oct 3, 2018 Semicast Research Semicast Research @semicast_res · 4m Replying to @semicast_res 2 Neither SE nor SM will get 100% M/S and there's clearly 2-5 other suppliers that will get DWs. However the numbers are staggering and no one is paying attention.

And let's hope Toyota does put Fovio into a Yaris and Lexus and all models in between. What would that contract be worth?

SEE may be more expensive in one way but in others, maybe not? Semicast Research @semicast_res The key point of Fovio from @seeingmachines is an OEM, say Toyota, can put a v. basic DMS in the Yaris, up to a v. high spec DMS in Lexus, all using identical Zynq 7000 FPGA. Huge economy of scale for T1 & OEM. "End-of-belt" programming was v. common in the early days of mobile. 2:04 PM · Oct 3, 2018 1 Like

Seeingtom See Semicasts tweet below. The $1.1 billion relates to Smarteye. When the same is applied to SEE it's $2.5 billion! Semicast Research @semicast_res v.v. approx calcs using info from Redeye: RFQs for @SmartEyeAB of 10 bn kronor at ASP~€8 = 125 mn vehicles. SW ASP for @seeingmachines is understood to be closer to ~US$20 (higher performance, optical flow expertise, Fovio etc). RFQs at that ASP is ~US$2.5 bn on same volume. 11:10 AM · Sep 24, 2018 6 Likes

From the Safestocks Panmure blog, not sure in whose direction it is aimed at -
'Endorsing the recent appointment of Jack Boyer to Chairman and the appointment of Ryan Murphy as COO, Jha commented: “These are the first steps in what we hope is a major overhaul of the Board and the executive team.” '.

Esc

Very true, within the next 6-9 months))))

Esc The next 6-9 months...

Of course it does imply, the next 6 to 9 months are going to be busy RNS wise. It would appear that market is totally unfazed or unaware.

I like the comparisons! Semicast Research @semicast_res Guardian from @seeingmachines has indeed been a headache. But it has created >1.3 bn km of real-world, on-road data to develop, test & refine the auto algos. In a world of AI & ML, the co. with the most data wins. See Facebook, Amazon, Apple, Netflix, Google. So too for DMS. 9:36 AM · Oct 3, 2018 1 Like

Ford was somewhat quicker? Semicast Research @semicast_res . @SmartEyeAB vid (19m30s) shows "Nomination", where OEM gives verbal confirm to T1. 3-6 mos. later the legal agreements are in place & THEN RNS is issued. This is why OEM3 for @seeingmachines took mos. Mass mkt RFQs in ~Mar/Apr so RNS flow~6-15 mos. later. 9:31 AM · Oct 3, 2018 1 Like

I see Safestocks mentions Subaru. So not only displacing SEYE....

S2020 And that is the second source who believe a placing is not likely to be required. You'd think the probability of a placing receding would see the SP recover (which maybe it is). All it needs now is for the 7 RNS to be issued for those noted by Safestocks, together with increased orders from GM (and others?). Not long now!

Terry Semicast believes it will be of similar value to what he expects BdMS to be priced at, ie $50-100,000 per unit, initially in training units. Aviation could be big in it's own right.

Terry I'm not sure about selling, maybe licensing in some cases - Fleet - model changing to licensing, think of the data Rail and Off-Road - license already in place Aviation - this could be big, don't sell (or undersell)

http://www.safestocks.co.uk Very nice...

S2020 The sooner the better, it seems a long time since Ford (and Byton for that matter). I suppose the Fleet shenanigans have overshadowed everything else, BdMS for example. But, as you say, not long now!

Isn't Wozniak only saying what is widely accepted, namely there won't be many autonomous vehicles on the road for some time? Of course, a massive amount of relevant data might speed it up a bit.......