SEE is the clear winner!24 Jun 2019 06:52
''Level 5 (Full Automation, or “Human-off”): The machine driver handles all situations, all extremes, all unknowns, all of the time. If you think this is realistic in any mass-market vehicle in the next ten years, you probably own a Tesla, or are an early stage investor in a Level 5-related company. I accept your opinion and will just agree to disagree.
Winners: Anyone involved in ADAS — particularly suppliers of camera and radar modules — and Mobileye (Intel). Xilinx also looks particularly well positioned for success, with design-wins for both ADAS and DMS.
With global shipments of automotive IR vision DMS forecast to rise to almost 70 million in 2025, from about 1 million this year, it is the suppliers of DMS software that look likely to be the major winners. Seeing Machines — which provides the DMS for Super Cruise in the Cadillac CT6 — is the clear technology leader and well positioned to take the largest market share for DMS in Level 2+/3- vehicles.
For lower end vehicles operating at Levels 1 and 2, the DMS design-wins look set to be mostly shared between Seeing Machines, Smart Eye, Eyesight Technologies and Jungo Connectivity, among others.''
https://www.eetimes.com/author.asp?section_id=36&doc_id=1334845#