Member Info for redindi

https://www.autoevolution.com/news/toyota-advanced-drive-lets-mirai-and-ls-owners-talk-to-cars-share-workload-158976.html

Phil

Yes, there are a number of pointers as to why the system is now limited to 00 mph.

Paul and Sophie actually work for SEE and Colin most definitely doesn't?

Soul

Yes, probably correct about the overhyped PR. They also employ a CFO who says things that are pretty close to being downright lies. SEYE has a decent product, compared to some, and will win more business out East. However, for la tech company, it appears to have almost stopped innovating, spends little on R&D, and dangerously for a tech company, is totally concentrated on today and any DWs it can win. In other words, it won't be around for long, suspect they're already looking for a buyer as SEEs lead is too big for them to close and only heavy investment would give it a chance. The question is who would want to buy it? To me, it's excellent at smoke and mirrors and today some of the rise may be related to SEE but maybe not (it has risen more, which only means further to fall).

https://mobile.twitter.com/TheAutonocast/status/1379080589760884750

Phil

Yes, there are a number of reasons both for and against it being SEYE but what Colin doesn't say is why the IR flickering is so distinctively SEE and covered under SEE patent, just as SEYE IR flickering will also be covered by patent.

So, until the car hits the road and NDA is relaxed we'll have to wait for the answer.

Buff

As early as this August -

https://www.carwow.co.uk/mercedes/news/4267/mercedes-eqs-price-specs-release-date

Notice the flashing IR at 30 seconds? I'm reliably informed that is SEE IP!

https://www.youtube.com/watch?list=RDCMUCwOzr0x28F-L1u6CHQ7CNUA&v=-nsuGuDepuA&feature=emb_rel_end

I prefer Future Friday to Throwback Thursday.

https://mobile.twitter.com/seeingmachines/status/1377960619526225922

Must be an April Fools Day joke at that low price!

https://mobile.twitter.com/semicast_res/status/1377529651841675264

S2020

Yes, it does sound as though SEE has a number of orders at anywhere up to production order stage so could be finalised anytime. Japan was also mentioned in the same answer, PM said very pleased with progress so could be one/a few are at the pre-contract stage, Toyota, Honda.....

LIF

Pre 3 Pillars, rightly or wrongly, SEE was saying 30%.

Since 3 Pillars, SEE has stated (can't remember exactly when) that business was expected to be split between the 3 Pillars, 50%,25% & 25%.

So, Pillar 1 is overall 30% and the other 2 Pillars another 30%. Basically put, I know, but not much else to go on. You would have to ask yourself why the clear technology leader would invest so much purely for next to nowt. Logic would dictate, they expect a lot more than 30%.

Soul

Yes, noticed both. Re: market share it's getting closer to the figure, 50%+) that was mentioned by others at CMD. 30% to me, for the runaway technology leader, has always been laughable. 50% is closer.

But we're getting there, and especially with 3 Pillars, we will get there. Overall, a very good presentation.

Soul

Maybe but why mention the US market in isolation though you may be right. The rest remains though.

Also, don't know if mentioned previously, but Auto RFQ pipeline is US $1 billion (A$1.3 billion) and that some RFQs were significant compared to today's total booked business (A$200 million), that's big!

Terry /Ross

Japan was mentioned re increase in RFQs from November?

Buffet

The market looks 2 years ahead so any new contracts should lead to revenue if not in 2023, undoubtedly 2024.

And Qualcomm may well see revenue before 2023,possibly even this FY although maybe 2022 is more likely. Aviation, yes, I'd hope for an increase (from zero) prior to 20023!

That's from a small cross sample. Disregard Free Shares, the average is quite probably still a lot lower (although not in MaxV's 12 year old schoolboy range,
10,000) but what is clear, there is a significant number of LTH's which will support the SP

https://www.linkedin.com/posts/activity-6782219984794853376-0C5e