Member Info for redindi

AConcept

Indeed, as SEYE proved in its latest update, Auto revenue down, at this point? Models to SOP woeful, yep, full of hot air a la 'Kings of Interior Sensing'....

Lewbo

Indeed, another example of the difference between SEE and the rest. SEE continuously innovating whereas the rest paying lip service to that.
And so much for SEYE /Affectiva being the world leaders in Interior Sensing (total hyperbole in the first instance anyway), SEE is the world leader in DMS, OMS, etc, SEYE /Affectiva is the usual hot air.

Going back to around the time of the 3 Pillars announcement, SEE advised the market it expected business in the future to be split 50/25/25 between the 3 Pillars. Obviously, the current split could vary markedly from that but at present that's as good as we know. So, around A$225 million from Qualcomm which may be wide of the mark. But what we also know is that Qualcomm wants Arriver from Veoneer, nothing else, and therefore gazumped Magna by $800 million, purely it would seem for Arriver and implying Arriver is worth in excess of $1 billion and is hardly making a secret of it considering Veoneer is likely to know of any wins, as are all interested parties and the bid, for now, seems acceptable. I suspect Qualcomm would have problems stopping SEE announce wins for an inordinate amount of time just as QC shareholders would expect to be told in a timely manner as this is, or will be, financially significant information. To say it could be held back for anything running into the years, which does happen in such situations, is wide of the mark and illegal. There is a certain leeway but not that much!

And hardly heard from since.

And why would DS, owned by Peugeot, owned by Stellantis, use Nissan Pro Pilot? We're talking of ENCAP here as well and it's not certain Pro Pilot 2 will pass, certainly remember it wasn't plain sailing with it.

Phil

Hands free does not mean it has DMS, Pro Pilot 3 is slated to have DMS.

It could be Qualcomm is more involved than expected by now. DS, owned by Peugeot, owned by Stellantis and it/they are customers of Qualcomm and just like the Renault Megane E it could be an early adopter of SEE DMS via Snapdragon.

It says driver monitoring but no mention of eye tracking. So, it could be anything from anyone.

Buff

Probably no more than 6 months assuming SEE wins the majority of the A$900 million RFQs. Also, it's been said before SEE could be viewed as more strategically important than Mobileye so valuing SEE along similar lines is more than acceptable.

Glandore

That's true, it's also true that it would be for the OEM to pay for the change of DMS provider and Qualcomm will not be responsible for any problems associated with the change. It's also true that Nakul made clear SEE tech worked, work out the implications, and the market analyst believes 90% would stick with SEE, I'd be happy with 90%, wouldn't you?

S2020

Indeed, it isn't that simple. It's also pre ENCAP 2022. In theory, NIO could put any DMS in which at the time of the review would have met requirements. Perhaps people need to step backwards and consider.

Also, maybe consider what it'll look like in 2026, which will become clearer a lot sooner than that. Look to who NIO has a relationship with for example -

https://www.qualcomm.com/news/releases/2021/01/09/qualcomm-and-nio-bring-immersive-driving-experiences-intelligent-****pit

Mirabeau

And these jobs ain't engineering so are in addition. Looking good

Also at the show -

https://www.bmwblog.com/2021/09/03/bmw-confirms-line-up-for-2021-iaa-munich-auto-show/

Vas

That's what SEYE would have you believe. Person view only, is SEE inhabits a different space tech wise.

But, yes, if you need 'competitors'. In order of gravity it's SEYE, Cipia and Jungo or maybe Xperi.

Reading Colin Barnden /Semicast'posts on Twitter /LinkedIn and articles on EE Times might help. Colin is a market analyst and knows his stuff.

Aaron,

I wouldn't know either way but not getting enough people anywhere these days is proving problematic. I'm sure software engineers aren't hard pushed to find a job that is for sure.

It would be interesting though what the actual job count is compared to previously, that is the only way to measure it.

Real headline - Tesla launches world's first only daytime only vehicles

Vas

Doorbells might sound like a joke but there could be a market for SEE in the security market (facial recognition) if I'm remembering it right.

Mirabeau

It would be a surprise, look at Fisker, but it's not the main story here. Think of VAG and Toyota and that's the target.

Mr BB

Not extreme at all, maybe even conservative.

Using Colin's upper figure of, by 2026, a market share of 65 million (some of the world won't have joined the party by then) and you get a bit over 42 million units. At A$14 a unit and you get about A$600 million which is 90% or more profit. Or £270 million from Auto alone. Discount back to 2024, the market looks forward by 2 years and you get at 11% discounting and you get at least £220 million pure profit from Auto alone. Using either a booked business model or a PE model and taking into account the sector, you get at least £1 a share. All (all?) it needs is for the contracts to be announced))))

SG

Agreed. The poor research has led to the market, and SEYE fanboys, to the conclusion that the companies are basically the same. However, just a little digging will reveal the disparity in R&D spending over 20 years or so, the wealth of naturalistic data (as against nothing or now low value synthetic data), the respective record of getting to SOP, SEEs ability to make markets from scratch and so on. Simply put, SEEs products/IP is far superior to SEYEs (very limited IP eg) which has led to Qualcomm, Omnivision and 16 Tier 1s, that in itself says it all and possibly the market is beginning to realise the vast difference between high tech company SEE and tech company SEYE.

Tech Crunch, I believe, stated Ford were unsure whether the forward orders were from existing F150 owners or were from owners of other brand EVs. So, taking the middle ground, means F150 will likely see an increase in sales due to the Lightning!

The Mustang E March seems to be doing well also.

https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-mach-e-production-capacity-could-be-175000-a-year-maybe/