Member Info for redindi

The only surprise there is, is since that interview considering the expected RFQs plus Qualcomm /Omnivision, only one contract has been announced and that the very modest Magna/Fisker one (we believe). So, in order to balance this out and on Father's Day, maybe tomorrow we'll get the Mother and Father of all RNS!

The original RNS announcing the wins gave what SEE was sure about, Cadillac was it would appear NRE only. Assuming it's optional SEE probably don't know much more than stated previously although it's obviously more than the first amount. From memory, SEYE did not say how much the revealed models were worth as they'd done that when the business was announced

Esc

I think your hopes will be realised. No Japanese RNS from SEE, even SEYE better than this, probably Denso or homegrown I hope

BSB

In other words, 'thank you but we don't need extra funding'. Shame that not like Richard Griffiths!

Jins

Yes, at first sight, so what? But read it again and this is just the door opener. And exceeded all expectations of RAAF, a defence aviation byword in excellence. This has been just solidified SEEs position of monopoly in Aviation, it's big. No other provider is anywhere near where SEE is now, this is huge.

Mr BB

Optimistic for a reason I'm sure so no reason to apologise. SEE is going about its stealth routine excellently. I've never been so optimistic, SEE in all fields has a technological lead of 3+ years. Forget the bluster of SEYE, the acquisition of Affectiva smacks of desparation, any II or market analyst already knows that. We should all wait patiently for it to unfold and collect the rewards!

Glandore

'Working with' usually means exactly that. Perhaps you should ask SEE for an explanation?

Lewbo

Safestocks would appear to agree))

The technical experts honest view on SEYE /Affectiva M&A. Not good reading for the SEYE fanboys.

https://mobile.twitter.com/semicast_res/status/1399400062292213765

Mr BB

Re the SEYE Affectiva acquisition, maybe not in this case but maybe it is, where you get an M&A deal like this, a lot of the time it points to the fact that the acquirer sees little further growth in its existing market. So what it may hint at is DMS RFQs haven't gone as well as planned? As for the rest of the blurb, how anyone can again claim to be world leaders in such a nascent market is beyond me. SEYE/Affectiva has combined sales of $250,000 whereas SEE has one DMS /OMS contract with a total of approximately $5 million so maybe $1 million down to OMS. SEE are world leaders in OMS? Way too early for that and not very classy.

As for competition, the more it goes on, the less serious competition there would appear to be))))

https://mobile.twitter.com/semicast_res/status/1398211244029526017

Lewbo

Daytime with a host of other issues I expect. How Elon expects to get away with this gesture is remarkable, totally underestimating those asking for action. Still, it's a start I suppose.

A'Con

Very bullish and easily said, the problem comes in backing it up. The fact that a competitor has already announced a DMS /OMS contract doesn't help SEYEs case but good luck to them!

A while ago, 1-3 years ago, SEYE was said to have the supervisor OMS, although how that stacks up is open to question. Now, something has happened, maybe too concentrated on China and after market, and it's behind so far, it has to buy a competitors tech in an effort to keep up. The cost of losing focus is $73.5 million. Costly.

Glandore

Considering Cipia only do 30 fps, it will not be significant until it manages to up its game so I think we can disregard it for now. I'm happy with that!

Glandore

At 30 fps, I think significant is the wrong choice of words.

Unless Toyota is now selling cars only to China, I doubt Mobileye will convince Toyota to use Cipia, the functionality and availability required by TRI-AD goes some way beyond what Cipia at present offer.

Smart Eye has one plan so it was probably always in the plan and is fairly low cost. It's also entirely possible it will win a few basic DMS contracts early doors which justifies opening a German office and looks good in print.

This was all the due to historic links between SEYE and Nvidia. Latest would suggest Colin believes SEE are working with Nvidia so he may have changed his stance?

Buff

It says, in black and white, that SEYE are not only DMS commercial leaders but also technology leaders. In black and white, so it must be true.