Member Info for redindi

SG

Even better if of the expected (up to) 6 OEM RNS' before 30/06/19, one was FCA (numbers) and the other was Tesla (sexy)!

S2020

If the Tier 1 is Aptiv, who would be left in bed with SEYE? Maybe Aptiv is in bed with both? I'm waiting for Viktor's response with bated breathe!

IF it does get passed in its entirety, it's massive news for SEE, SEYE and the rest. Let's hope PR handles it correctly..... It should certainly affect minimum contract values!

Terry To go from the CT6 to the entire range of Cadillacs (and there has also been talk of Buicks) definitely would be worthy of an RNS. Nick mentioned in the interview that SEE were in talks with all existing OEM's about putting Fovio in all models, with the OEM's looking to reduce the cost understandably. Perhaps that's an indicator of what the result will be on Thursday?

And if it is passed in its entirety on Thursday, not only a Cadillac upgrade. Now, what was it Nick said in the recent interview?

http://www.drivermonitoring.com/what-is-said-about-dms-at-ces

It is. Along with CES, this may wake up the markets that it's Level 1-3 that's going to be around for quite some time and not automated cars. The OEM's certainly seem to be endorsing that!

Endorsement I mean

Considering who the ACEA represent it is some enforcement. Almost like it's saying 'we're doing it anyway and this will make us look good so please just do it'. The only issue is when.

S2020 I think Truck and Coach OEM's will come, I believe they'll need it maybe even before lighter vehicles. I'd agree SEE can't manage manufacture /distribute and should stick to what they're good at. The mystery is, after the recent reorganisation of Fleet, nothing much seems to have changed, yet.

S2020 Selling Fleet en bloc and presumably the data as from sale date also goes? I think there's no doubt the data gives SEE a competitive advantage which is pretty hard for competitors to match. So, the price would have to reflect that? Licensing is another matter, it seems a logical way forward for SEE but mentioning logic and SEE in the same sentence at times is a bit of a push!

Bud The best research today award has been won by your latest post!

Terry Or as our friend Colin might say 'All will be clear by June' this year......

Have I missed something? Have we withdrawn from the Auto market where we are awaiting news on six RFQ's between now and the end of June and are concentrating on Aviation where in the last few months have announced our first two contracts? Obviously, getting Emirates to sign a contract would be great news but that isn't what is going to move the SP in the short /mid term!

Maybe there is a similarity between Brexit and SEE. Brexit is supposed to happen as from 2300hrs 29/03/2019,according to the trading update, SEE will know of the (hopefully successful) outcome of six (5 new, one existing OEM's) RFQ's by the end June 2019. So, in effect, they both have end dates and for SEE, it may well be the start of the end game. At the moment, I'd say there's more chance of SEE producing a result by its end date.

@semicast_res Game changer. There’s the low cost solution for L1-3 ADAS + DMS on one chip. Maybe go together on a 7000 family, but for sure on an Ultrascale MPSoC. @seeingmachines @EuroNCAP Designs out Mobileye too! Quote Tweet Xilinx @XilinxInc MINIEYE Announces #ADAS Solution Collaboration with Xilinx (link: https://bit.ly/2RCjSMA) bit.ly/2RCjSMA Image 1:04 PM · Feb 15, 2019 · Twitter Web App 1 Retweet 3 Likes

@semicast_res For Volvo/Zeus, 30 DL TOPS prob enough to run Zenuity AD SW on GPU. Would need to offload all sensor processing (camera, radar, poss LiDAR) onto something like a Xilinx Ultrascale MPSoC. GPU thus a domain controller, FPGA is a sensor data processor. Tech v. challenging stuff! 10:51 AM · Feb 15, 2019 · Twitter Web App 2 Likes

@semicast_res Conti "Assisted & Automated Driving Control Unit"; ZF "Pro AI" and Veoneer "Zeus" could all use BOTH Nvidia Xavier GPU AND Xilinx FPGAs. DMS provider will depend entirely on OEM preference and overall system design. 10:16 AM · Feb 15, 2019 · Twitter Web Client 1 Like Semicast Research Semicast Research @semicast_res · 25m Replying to @semicast_res Volvo decision will give first clue. Impossible to call at this time. Note this is a safety, not convenience, application for DMS. Issues such as high availability, real-time performance and ISO 26262 compliance will be key.

Lewbo /Terry And we've been in 'partnership' with Emirates since October 2017 and worked with them for longer. When does a partnership become a contract?

Sebs A bit more patience and hopefully you'll be the one buying the Big Issue)))