Member Info for redindi

Baxter

Very true, enjoy the free time and garden shed)))

All hail Smart Eye, Kings of Mobile Phone Usage (or smoking). Because that's about what DMS in China is and why there's so much competition, at very low prices. It's possible that Cipia should be taken more seriously following recent events.

Surely our main competitor is on to a good thing here. Due to HW agnostic, it lowers the cost and wins the contract and then can announce it has xx DWs.

Then, as it's HW agnostic, it passes directly to the Tier 1 to deal with, helping every now and then and getting paid NRE. As it's the Tier 1 who sold this approach to the OEMs, it's the Tier 1s problem when it doesn't port well, along with other issues, and the projects get forever delayed, and our competitor gets paid and can still boast about DWs.

This is ok short term but doesn't deliver what the OEM wants so eventually our competitor scuttles off to China and the like who aren't so fussy and quite happy with the Genesis.

Kings of DMS, genius.

https://mobile.twitter.com/semicast_res/status/1347601376726175747

Apple is using Hyundai for its expertise in building cars. No doubt some, or a lot, of the parts will be sourced through Hyundai using its expertise /connections in the field. However, the car will be designed by Apple using 'parts' it wants. I really would not, in this case, put much weight on the fact that as Hyundai has, to now, used another companies DMS, Apple will do the same. After all, Apple is high end and I doubt the Genesis will have made a very good impression on Apple. If it wants its Level 2+ car to work, it will source the only DMS that is proven to work at that level.

It's not just a question of putting an Apple badge on a Hyundai, what's the point, to Apple and its many customers, people will want to be buying an Apple car.

LinkedIn reply to Terry

Sas3020

This is Shrey The Slayer you're talking about!!

Telegram has an ongoing technical glitch, it's happened to a number of people, including me. Good luck, you'll need it!

Urban

You're right in a way in that people /companies should learn from their mistakes, if you don't, then it's no one else's fault but the individuals or companies.

If we take it that TFD and the 3p placing as related which they undoubtedly are, there is evidence around that SEE has learnt from its past mistakes - Paul Angelatos walked the long walk, taking the blame for TFD, which actually probably wasn't his fault, shouldn't have been in the job anyway but was/is Ken's mate, founder member of the cycling club but has little or no experience of supply chain management and also wasn't at fault for capacitor shortages which may not have been such a big problem if Paul Mcglone had been in place earlier with his supply chain expertise. So, lesson learned, round pegs for round holes.
Next, the 3p placement, seems to be done in a panic, IIs taking advantage of it, there were better ways of doing it but lesson learned, Ken told to go.

Much talk in the interim, PM doing a good job but misplaced funding concerns continue. So, a strategic placing, making it clear not really needed but strengthens the balance sheet in the middle of the biggest economic shock for a generation or two. That to me sounds like lesson learned big time.

Yes, he shouldn't have said the word, no doubt regrets it, and is about to deliver on it.

So, like the market, we should now look forward and there appear to be plenty of opportunities that far outweigh any possible threats, having learned our lessons.

Well done to Urban Spaceman although a year early!!!

The higher up the stack.....

https://mobile.twitter.com/semicast_res/status/1342898253268971522

Terry

Good post. Hence, why any talk of the 'potential to get 30% of Fleet and Auto' (don't know why it's lumped together, at present it's totally different) is conservative with a capital C preceded by VERY. Quite simply the further up the stack you go, the higher the bar re safety is set for obvious reasons and quite simply the higher the bar is set the more the 'competition' will struggle, not helped by ludicrously small R&D spend by the 'competitors' which suggests they either can't increase spend or don't see a good enough return ie SEE is over the hill.

Merry Christmas everyone

https://mobile.twitter.com/semicast_res/status/1342053148874190848

31/12/2021 47p
Spike 62p

OF

I don't think SEYE or Eyesight ever claimed to be in Super Cruise, rather some on here speculated about it. You're right, brand integrity would see it being used in China with an inferior product, that quite simply is not up to Super Cruise Mk 1 for a number of reasons.

SEYE /Eyesight has probably won most in China, for a giveaway price, of GM but Cadillac/Bolt is a different matter

DT

That's unfair, it does work in the 6 models. But only up to 0 mph.

CFP

You do irony very well, how on on earth you could construe that is ridiculous. Anyway, haven't got time to waste reacting to you anymore.

Filtered for the second and final time.

Mgm Bulk = 80 trucks = A$250,000+ profit over average contract lifetime profit.

Some people are so obvious.

#CFP = FOS

Old Fool

All that KK did was tell people, open to being told, that GM had gone for the cheapest option for China, and quite probably not those with Super Cruise for a number of reasons. And people who were prone to believe such tales fell for the story from someone who quite honestly looks and sounds like an embittered ex CEO who was told to go, so makes out his successor isn't up to the job. If people want to believe that, up to them but I wouldn't trust Krusty as far as I could throw him, he's all agenda and in his own way unique, not heard of many ex CEOs spilling the beans...

As for SEYE, or even more amazingly Eyesight, being in Super Cruise, only if it's for the static version. DYOR.

S2020

The last I heard SEYE tech was only being used at 0 mph in BMWs to check the driver was looking at the road, 100% availability as good as guaranteed in certain circumstances but the car won't start if it isn't so a win win situation. So, this marks a big leap forward. On these cold winter mornings when we've all got scarves wrapped around our faces, now when we jump in to the car, no need to take off the scarve before the cars warmed up. A monumental advance, SEYE tech rules