RE: The Mobileye of interior vision4 Jul 2020 11:43
Blue
It's probably best to split SEYE between Europe and China. SEYE initially was concentrated on Europe, their backyard, and due to Takata, didn't have any competition.
So, yes, SEYE is in 5/6 BMW with 1/2 more to come, it's tech used in Traffic Jam Assist, up to 37 mph.
Audi A8 - was going to be in I believe Highway Assist, downgraded to Traffic Jam Assist and delayed/cancelled and not seen since.
JLR - All 13 models, delayed until 2022.
Porsche Taycan - grey casing where DMS would be.
Asia and later
Hyundai - 14 models destined for China, due this year
Geely - 1 model, destined for China, 1 year delay
Mitsubishi /Renault /Nissan - 5+ models, due soon and 2021
CES - Major Chinese OEM, next year.
Biggest Ever - most recent win covering 4 OEMs and 24 models with a total contract value of A$85 million. One, an existing European, possibly BMW Mini, a new European, something along the lines of Alfa or Lancia, one American, possibly GM destined for China, the other a Chinese OEM for China, the last two covering I believe 22 models. What's interesting re the mega win is it covers so many models for so little money which points to either low volume or functionality. Probably a bit of both.
As for competition, we'll I won't go on about the minimal R&D comparatively, the number of patents comparatively, hinting someone's IP ain't worth that much, or at CES SEYE were only 50/50 it would meet ENCAP. Rather, what competition do you know where, in US dollars one competitor charges 5 and the other 10 and the one charging 10 wins more than its fair share. In fact, it very rarely loses those contracts it wins? Only very broadly are SEE and SEYE competitors ie eye tracking but the difference is SEYE does DMS whereas SEE does DMS and DSM and even when it does DMS its product is the best and if on a chip, the cheapest.
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