GreenRoc Accelerates their World Class Project to Production as Early as 2028. Watch the full video here.
..and RNS-R flow ramps up a few weeks after Jack Boyer starts as chairman and Ken Kroeger moves to full time CEO. There’s the beginnings of a new marketing strategy forming here. Watch this space!
There is the good point that it does not really matter who wins the individual tender, it simply highlights the growing market for DMS product. A wider acceptance in the automative market and increased profile for businesses and consumers. This then form the debate about varying standards of DMS. So i can see that any new win for a new OEM should help create a market for all.
Perhaps an RNS before the KK interview!
Maybe the Chinese prefer smart eyes “open system” to our closed one. Makes copying the tech far easier when the time comes. Enjoy working in a land with little intellectual property rights. Ask Dyson how he got on out there! Happy to protect IP then a short term design win in one sector.
Thanks for posting, good to get some press, drums please!
Allatsea, can you copy any relevant parts of the article for the board? Not a subscriber i am afraid.
Old web page? We were working with Toshiba and 3 D laptops over 5 years ago. Perhaps a thow back from those days?
Victor’s note has divided the likely OEM wins by SM chip platform and SE open platform and assumes different strokes for different folks. The flaw is that SM is not wholly reliant on the chip to win deals. The GM and 2 German OEM were one outside of the chip architecture, hence why Ford was such a big deal as it was the first chip win. I trust I have that right but the point is made out. If SM wanted to win a big enough contract by not using the chip, it could. It just costs us a lot of engineers so the deal would have to be worth while. If this is correct, then the whole logic of the red eye note goes out of the window as does his likely design win projections. Interested in others thoughts as my understanding of tech is not great but I think the logic is sound :)
Welcome back s20 !
In keeping with the airline theme I posted this few days and believe it could be important.
Lufthansa Training Conference,
The 3rd International Human Factors Conference is taking place in Austria 27th to 28th September 2018. Whilst SEE are not presenting they are sponsoring the event along with Austria, Lufthansa, Swiss and Bombadier. Some big names there. I wonder why that dosn't get an RNS but a workshop does? Weird
If memory serves me well (which it may not) the main poster from the SEYE board joined us for a while on the LSE Board and began bigging up SEYE. He got rumbled by none other than Alex8. Anyone remember who that herbert was? Could be one of the same as Mr Opti Grab here? (little joke there, Opti Grab - glasses device invented by Steve Martin in the 1979 film "the jerk"
perhaps SEE struggle to equate a post from Chris as not quite reaching the threshold of press speculation. I am inclined to go with SEE on that one. I was surprised they reacted to the BMW blog but I suspect that was because it may have been causing a movement in the share price. Different circumstances IMO
The 3rd International Human Factors Conference is taking place in Austria 27th to 28th September 2018. Whilst SEE are not presenting they are sponsoring the event along with Austria, Lufthansa, Swiss and Bombadier. I wonder why that dosn't get an RNS but a workshop does? Weird
You don’t want to get cornered at a party with S7! Anyone with a half empty glass need a well deserved refill :)
Nice find AJ. This was a minor concern of mine over the years, the danger of some legal ruling, workers rights that would impact on our roll out. However, every hurdle appears to be overcome so far, eg tram drivers and now this. Great stuff
First, they can drive down costs because they guarantee recurring revenues which mean the company can be run on far tighter margins. One reason Dollar Shave Club did so well was because it offered a much better deal to those of us who were often surprised, to put it mildly, by how much its rivals thought they could charge for a tiny strip of metal encased in plastic in the supermarket. Next, they offer a vast range of products at a single, convenient price, which explains why Netflix and Spotify, and to some extent Sky, have done so well.
Finally, they can cut out middlemen and deliver products directly to consumers, driving down costs even further, and increasing choice.
There are lots of industries where there is still the potential for massive growth. Cars may well be one of the industries with the biggest potential, especially as driverless vehicles make their way on to the road over the next few years. There is not much point in owning a car when you can pay a monthly fee for using one when you want to – indeed car-sharing companies are already offering that.
If razors can be sold by subscription, then there probably aren’t many products in the supermarket that can’t be marketed in the same way. Lots of wine is sold on subscription plans, and speciality food could easily go the same way. So could travel, and of course books.
There is a message in that for investors. The companies that understand subscription and can make it work are likely to be the big winners over the next decade. Indeed, the driverless car industry might end up being controlled by Netflix or Spotify or Amazon rather than Toyota or Volkswagen, simply because their understanding of subscription systems is so much more sophisticated. So might travel or food. And any traditional business that has not worked out how to respond to that may well have a dismal future.
Interesting article from the Daily Telegraph. Subscription model is the way forward!
If you want your business to get ahead, get a subscription model
What is the biggest trend shaping global business? The growing dominance of the smartphone over everything we do and buy? The incredible rise of China? Or the emergence of artificial intelligence? You can make a decent case for all of them. But actually, it might be something that hardly anyone is paying much attention to. The development of the subscription economy.
From Netflix to Amazon Prime, to Spotify, Apple and Microsoft, subscriptions are not only powering the world’s most successful tech companies, they are increasingly starting to get some traction in old economy markets like razor blades as well. As we increasingly switch from buying things to buying experiences and services, their dominance is only going to grow. But very few companies have yet mastered how to build those relationships. The trick for investors may be to identify those that have – because they are going to be the biggest winners over the next decade.
Take a look at the most successful companies over the past few years, and they nearly all have one thing in common. Not only are they tech-based, innovative and creative, they mostly have subscription either at the heart of their business or as a major part of it. Netflix and Spotify are the two most obvious examples.
Netflix has turned itself into the biggest media company in the world with its huge range of high-quality programmes for a single set price, while Spotify persuaded people to pay for music again with its vast range of music. Netflix now has an astounding 130m subscribers, double the population of the UK, while Spotify now has 83m.
‘If razors can be sold by a regular fee, then there probably aren’t many products that can’t be’
Amazon Prime is a form of subscription, and now has 100m members, while Apple is increasingly driven by sign-ups to its services (Apple Music, for example, is already up to 40m people) and Microsoft has revived itself as much by building subscriptions as selling software.
In Subscribed, a new business book making waves in the US, Tien Tzuo, the founder of the software firm Zuora, describes it as the one key trend that is reshaping the way businesses operate. “We’re in a pivotal moment in business history, one not seen since the Industrial Revolution,” argues Tzuo. “The world is moving from products to services. Subscriptions are exploding because billions of digital consumers are increasingly favouring access over ownership, but most companies are still set up to sell products.”
Of course, there might well be some hype in all that. Not many things can genuinely equal the Industrial Revolution in their impact on business history. Even so, Tzuo is making an important point, and one that traditional companies need to take on board. Subscription may have made its biggest impact so far in technology, but it has already started to
And getting lower! Ouch
S7 you need to make your mind up at what share price level this conspiracy theory is based on. A few months ago SEE were deliberately holding back RNS and design wins to keep it at 5p. Then that theory was blown out of the water with large OEMs wins and EU news. Now the share price is drifting down from 13 p it’s all a conspiracy again. Could it be you are actually miffed that this multi bagger share isn’t going up quickly enough for you? Rather you were honest rather than talking nonsense!
Well Jono, have you chosen not to read the whole post kindly uploaded for your benefit?
Let me help you
If SM need more cash they can borrow it based on announced DWs to date. OEMs like Daimler and BMW are probably reliable payers and the banks will know this.