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Yes, I'm sure Smart Eye will do very well in the convenience DMS market, didn't do too well in their earlier foray into safety DMS, but what that has to do with Seeing Machines is beyond me and this is the SEE board.

Going off the only other information we've got in this area, the Omnivision MOU took 2 days short of 3 months to convert to a licence.

So, by my reckoning, 19/02/2021, L3 should be at licence stage, considering they already seem to be pushing it hard it appears to have been signed already. So, come on SEE, get an RNS, with $$ because that's what we and the market wants, a la pronto, please.

Yes, great article by Colin of which, assuming it's correct, the implications are massive for all players in the interior monitoring market.

Yes, others may get business before 2023, although possibly reduced, but from then on, unless you are SEE or prepared to pay for the IP, things look bleak.

Concept

No, at the moment, it's not SEE or anybody heard of previously and hardly passes as DMS, forget the name the 'DMS' was that memorable

https://www.safestocks.co.uk/

Great one Sandy.

And as the story unfolds more we have our very own Joseph of. Aramethea (?), that being Richard of Jersey?

Yes, not good but not 100% down like TFD, 29% maybe 20%. Looks like some OEMs have neglected their supply lines, sounds familiar.

https://www.google.com/amp/s/www.forbes.com/sites/neilwinton/2021/02/02/global-auto-chip-shortage-exacerbated-by-locked-down-gamers-should-recover-soon/amp/

Netrodyne is not in Colin's top 7 DMS list, which says it all. What is Amazon thinking of?

RF

I think the grey area was caused by people buying into the assumption SEYE was able to do what SEE can do which it can't, look at 6 BMW models and the Genesis. There is a reason why one charges $5 and the other $10 per unit, same with any type of product, quality being one reason.
Only when you're talking of China, and its version of DMS, will a GM, not necessarily a Cadillac, have SEYE /Cipia /Jungo tech. Elsewhere, where it's EU and/or Level 2 and above, the chances are pretty good that it'll be SEE tech.

About GM and also the wider Auto market. VW 70 new EV models by 2028. And EV goes (almost) hand in hand with Advanced DMS /DSM.

https://www.forbes.com/sites/jamesmorris/2021/01/09/chinese-electric-vehicles-to-look-out-for-in-2021/?sh=17f4660d75dd

Buff

Takeover talk will understandably never stop, that's fine and expected for anything with value. But, on the cheap? As per Safestocks, assuming SEE impresses, that is x months or y down the line, and with the news coming out I doubt we would, where we are today, view it as on the cheap. Also, as Safestocks quite rightly points out, the tech has multiple uses and if Qualcomm sees that, so will other of the Titans. So cheap goes out the window again.

Bang goes the first of those then, remind me not to do the lottery, ever!

Brock

Anything could happen. However, just a few points.

The update is next week, but day uncertain, it's possible that more news will be delivered that will dominate all next week.

Of the few updates when PM has been the man, he's always had targets that were achieved and beat and I suspect next week will be no different.

Next week will be the ideal time to give a lot more detail about the latest deals which again were bereft of $$°

Who knows, next week we'll know

The honest answer is 20

Sandy

Great posts. Interesting, I expect Ross Jatou knows his stuff as well. In the ADAS in vision sensor market, Omnivision has 19% of the market in second but the clear leader with 49% is On Vision with 49%. Don't know how that ties in but can't be bad news. Any one for a semi conductor licence licence?

Good article here by Junko, wide ranging, which mentions the split -

https://www.eetimes.com/sony-tries-sink-or-swim-ev-gambit/

Schnorrer

Completely agree, Colin certainly is the one I would listen to regarding valuation, Cenkos try but don't get SEE yet. In the meantime, we'll have to wait for the plane to land.

#Team3100

Ross

Indeed, exciting times ahead. Dependent on the next few weeks /months, SEE could quite easily be a £1 billion company, it's not a massive leap of faith to get from £384 million to there if you consider firstly Qualcomm next week and the sounds coming out that something major is afoot. After that, there's plenty on S2020's list of 21, L3 especially that could have a marked effect on the SP. Interesting times indeed.

I tend to think it's a roulette wheel with red, black and green, with green being the bonus ie data and will eventually lead to a very interesting auction. What, amongst a number of things, differentiates SEE from its erstwhile rivals is the data, valuable data, and its IP bank (which leads from the data). Hard to value but to the FAANGs of this world that is what it is about and will certainly be valued at auction time.

Yes, interesting times we live in.

What Mike Mc said was that the summary, on LinkedIn, was accurate and he's spot on. You don't, despite what some would have you believe, knock up world leading eye tracking tech in your garage over a few hours. It has taken a lot of time, planning and effort to get to this point. Now, hopefully, we can start to enjoy it.

Yes, another good one by Colin. Even as interesting will be the China part, will Omnivision and the like steal some Vikings lunch?

https://mobile.twitter.com/semicast_res/status/1349642285613510657