Member Info for schlemiel

For “redesigning” read “extra costs.”

Magna’s solution seems to turn the whole argument around. It offers a fully-packaged and fully-tested DMS/OMS mirror which resolves all of the integration challenges, and simply outputs the driver and occupant state signals onto a (probably dedicated) communications bus linked to the airbag ECU and central ADAS domain controller.

Eh voilà! Fully-packaged driver and cabin monitoring, with the DMS/OMS signals routed to both the airbag and ADAS controllers.

The automotive industry already has a name for this: A zonal controller. I’ll just call it really clever problem solving.

Let’s go on to look at the possible identity of the European OEM in question.

END

https://www.understandingdms.com/p/magna-awarded-dmsoms-program-with

while an electronic dms/oms mirror is not itself cheap, a single solution to provide driver and occupant monitoring for both adas and airbag deployment offers cost savings through economies of scale — not forgetting the obvious opportunity to remove seat-mounted pressure sensors for advanced airbag control.

this is likely to be what matteo del sorbo, president magna mechatronics, mirrors and lighting, means with the statement: “this award reflects a growing shift in how driver monitoring is being deployed at scale — not as a standalone feature, but as part of an integrated vehicle architecture.”

magna very clearly highlights the fundamental benefit of mirror-based dms/oms: the integration of new functions without redesigning the ****pit or introducing additional hardware.

magna tells us its offering is a fully-packaged product, integrating into a single embodiment: sensing (cmos image sensor); illumination (940 nm optical path); electronics (vision processing); and software (dms/oms algorithms).

magna’s strategy therefore looks to turn the software-defined architecture and central domain controller orthodoxy on its head.

the accepted sdv narrative suggests the integration of the dms/oms algorithms onto an adas domain controller (e.g. mobileye, nvidia, qualcomm, etc.). but this leaves the oem to figure out redesigning the ****pit to introduce the additional hardware (image sensor, ir illumination, cabling, housing etc.)

cont

Magna Awarded DMS/OMS Program with European OEM

The announcement doesn't name the OEM, but otherwise is a gold mine of what is happening behind the scenes for the integration of driver and occupant monitoring into modern vehicle architectures.

Colin Barnden

Magna has announced a new program win for its mirror-integrated driver and occupant monitoring system. The release describes the win “as a foundational, platform-level solution for [the] OEM,” which could be interpreted as saying Magna has won the OEM’s entire model range.

Also of note is the specific mention of both driver (DMS) and occupant (OMS) monitoring included in the win, suggesting this is an OEM either getting in-line with NCAP 26 point scoring for occupant monitoring, or already getting prepared for the NCAP 29 roadmap which will likely score DMS/OMS signals used for both ADAS integration as well as for advanced airbag deployment.

Either way, it implies the trend towards full-cabin sensing (away from basic driver monitoring) is now firmly underway. We should expect more wins announced during 2026.

The announcement further states: “The program marks a significant expansion of Magna’s DMS/OMS across global vehicle platforms and positions the company’s mirror-integrated system as a foundational element within next-generation vehicle architectures.”

This clearly implies the customer is a European global supplier and could be interpreted to mean the OEM is seeking to harmonize its cabin monitoring and advanced active safety strategies onto a single platform-level solution.

CONT

This stock is fcukin' hard work at times

SEE is a supplier to Magna and so the contract is between Magna and the OEM not with SEE directly though SEE will materially benefit from this contract, I think

**significant expansion**!!

****''The program marks a significant expansion of Magna’s DMS/OMS across global vehicle platforms''***

aurora, ontario, may 19, 2026 — magna has been awarded a driver and occupant monitoring system (dms/oms) program with a european oem. the program marks a significant expansion of magna’s dms/oms across global vehicle platforms and positions the company’s mirror-integrated system as a foundational element within next-generation vehicle architecture.

magna’s mirror-integrated dms/oms is designed to add advanced driver and occupant awareness capability without increasing interior complexity or visible hardware. the system combines a behind-the-glass camera architecture with software-enabled functionality, with magna providing the dms software and system integration support aligned with centralized vehicle compute platforms.

“this award reflects a growing shift in how driver monitoring is being deployed at scale — not as a standalone feature, but as part of an integrated vehicle architecture,” said matteo del sorbo, president magna mechatronics, mirrors and lighting. “our mirror‑integrated approach allows automakers to add advanced safety capability while managing system complexity and preparing their platforms for future software‑defined functionality.”

dms_mirror_front_view_semi_transparent

magna’s mirror-integrated driver and occupant monitoring system combines a behind‑the‑glass camera architecture with software‑enabled functionality

as driver awareness, safety and regulatory requirements continue to expand globally, automakers face increasing pressure to integrate new functions without redesigning the ****pit or introducing additional hardware. magna’s mirror‑integrated dms/oms addresses this challenge by consolidating sensing, illumination, electronics and software into a single embodiment.

key system attributes include:

mirror-integrated, behind-the-glass camera architecture that preserves interior design and styling freedom

natural driver line‑of‑sight positioning for robust and reliable monitoring performance

scalable hardware and software foundation adaptable across vehicle platforms and regions

software‑enabled functionality designed to support future feature expansion

system‑level integration support aligned with centralized and software‑defined vehicle architectures

Https://www.magna.com/stories/news-press-release/2026/magna-awarded-driver-and-occupant-monitoring-system-program-with-european-oem

Good stuff, you can feel something is coming

Https://www.morningstar.com/news/accesswire/1167679msn/interim-report-q1-january-march-2026

Is

Yes, very strange. RNS logged?

Insider trading

Positive step forward

''As the SDV era accelerates, the importance of in-vehicle DMS is growing rapidly. Features that detect drowsy driving or loss of forward attention have shifted from optional to essential—and with them, demand for camera integration within automotive displays has surged.''

https://news.lgdisplay.com/en/2026/05/interview-invisible-camera-hole-true-full-screen-automotive-oled-udc-opens-a-new-era-of-driving-experience/?ckattempt=1

FB

No one is perfect mate. Suffice to say I've been here, on and off, for years as I still believe that SEE will, in time, come good

GL.

A cheap tech duopoly posts +259% growth: Seeing Machines CEO call

Speaking with Paul McGlone about the future of Seeing Machines.

The inflection is finally here. Q3 KPIs have been incredible, surpassing my estimates. The GSR ramp-up is no longer theoretical, YoY royalty growth came in at 259%, and the path to 2m+ units per quarter now seems almost inevitable.

We’re set to turn cash-flow positive, ready to refinance the loan, and positioned to pursue further growth opportunities.

Aftermarket continues lagging, mainly due to delays not cancellations, and we’ve seen a new contract yesterday and it seems like the pipeline is strong going into the next quarters.

The valuation looks attractive even if we assume minimal contribution from Guardian 3. Under those assumptions, it’s trading around 10x FCF; if you include the aftermarket division, it drops to a single-digit multiple.

That’s cheap for a monopolistic business with substantial growth ahead. If you’re new to the story, I’d recommend reading the last deep dive I posted.

Now it’s time to revisit the thesis and run the numbers. We’ll do a valuation sensitivity analysis under different assumptions for automotive and aftermarket revenues, and we’ll review the key catalysts in the stock, without forgetting the risks.

We’ll also add a short note at the end, as we’ve seen some signals that a Japanese OEM contract could be near.

https://smallcaptreasures.substack.com/p/a-cheap-tech-duopoly-posts-259-growth?r=1od1d5&utm_campaign=post&utm_medium=web&triedRedirect=true

I can't believe I'm saying this but on the technical front at least the price action appears quite bullish. It as though the price is 'building up to' some form of event? Kiss of death? Probably.

Nm

''Section 24220 of the Infrastructure Investment and Jobs Act (2021) mandates that the NHTSA require new passenger vehicles to be equipped with "advanced drunk and impaired driving prevention technology". Expected in cars by roughly 2026-2027, this technology passively monitors driver behavior or blood-alcohol levels and can prevent the vehicle from operating if impairment is detected''

- Key Aspects of Section 24220Mandate: The law requires the National Highway Traffic Safety Administration (NHTSA) to issue a final rule establishing a Federal Motor Vehicle Safety Standard (FMVSS).

- Technology Type: The systems must be passive, meaning they do not require action from the driver, such as blowing into a tube. Technologies may include in-cabin cameras for eye tracking, sensors to monitor driver behavior (e.g., lane keeping), and breath/touch-based alcohol detection.

- Function: If the system detects impairment—such as a BAC at or above \(0.08\%\)—it can limit or completely prevent the vehicle from operating.

- Timeline: While the law was passed in 2021, the rule has a staggered implementation, with standard adoption expected in new vehicles around 2026–2027