Member Info for Seeing-2020

Old, thanks.

Maybe if I get Jan nearest the bull then people might start believing my other target prices.

Old, what was the Jan 2021 list of target prices, do you have a list to hand?

Last year was 30th Jan

For any newbies joining, see below my predictions for 2021 RNS, so far just number 2 has landed, lots to come yet....

In order of likelihood (IMO,)
1) Trading update for 6 months to 31st Dec 2020
2) Semiconductor company license deal (MOU announced Sept)
3) L3 harris license deal (MOU Oct)
4) Ford mach e and F150 confirmation RNS
5) Merc S Class confirmation RNS
6) Supercruise expansion RNS
7) Ford expansion RNS
8) Qualcomm RNS with $$
9) 2nd Semiconductor MOU RNS
10) CAE license deal MOU
11) Design Win for European OEM (Audi rumour)
12) Design win with major Japanese OEM (rumour Honda)
13) Aviation win with plane manufacturer
14) Volvo design win
15) JLR design win
16) Geely design win
17) Texas Instruments license deal
18) CAE license deal
19) year end trading update
20) Toyota Design win
21) Numerous TR1 for US II

So thats my 21 for 21

I asked Alexia about the article, she said "read it slowly you eejit, Apple is the bait not the fish". So then I googled slowly and read it again.

Thanks Alexia
No you're welcome
Thats too kind, stop Alexia
No I mean Stop Alexia

"We probably won’t know any details of the Apple C1 processor and what the iCar’s digital ****pit will look like for another couple of years.

But as for details of Amazon’s, Google’s and Qualcomm’s plans for in-cabin AI, I suspect we only have to wait another couple of weeks. Qualcomm’s virtual technology showcase, called “Automotive Redefined,” is coming on January 26-27."

Nice to see Sophie, Paul and board member Michael Brown agreeing with Colin

https://www.linkedin.com/posts/colin-barnden-1081376_eetimes-lets-talk-in-cabin-ai-dms-and-activity-6755880844818190336-9DTd

Pick up mic.

https://www.eetimes.com/lets-talk-in-cabin-ai-dms-and-apple-c1-processor/#

"My assumption is that Apple will integrate automotive-grade eye-gaze tracking into the C1 processor for iCar by licensing the Occula NPU core from Seeing Machines. Occula makes Seeing Machines into an IP play for driver monitoring, adopting essentially the same business model that Arm used for CPU licensing more than twenty years ago and that was so successful in establishing the partnership with Apple."

Mic drop

Pick up mic

"Tim Cook’s first, last, and only call for driver monitoring in the iCar will therefore be to Seeing Machines."

Mic drop.

Max, if you are staring at your fruit bowl wondering why an industry expert is talking about Apples, ask your grand children.

Company with largest dataset wins, Amazon, Facebook and Google teach us that, for DMS that is Seeing Machines. Colin Barnden 14th Jan 2021.

Mic drop

Just search for 'Seeing Machines Share Chat' its an open group so can just join

Fonz, Telegram has 169 members and its very good.

Max, we are all on ADVFN

Esc, thanks for that but I am confused. I bought yesterday as some bloke down the pub mentioned it, I think his name was Tel or Big Terry

I thought it was something to do with cars? Whats (whatever DMS stand for) doing in a helicopter?

Any help appreciated.

Video from CES today liked by our very own McDelivery

https://m.youtube.com/watch?v=zsBT0kfMKHs&t=1s

Extract from Cenkos CES 2020 report
"Gentex
Gentex had a much larger stand this year and was for the first time demonstrating a DMS
system. This was seamlessly integrated into a rear-view mirror and the camera and IR sources
were completely hidden behind the mirror glass. We found out that the live demonstrator was
using Seeing Machines technology but the company was keen to point out that it is open to
other DMS software suppliers. Gentex’s other advanced products included iris scanning for both
the automotive and aviation sectors"

Thanks TLS, that sounds like ARM holdings to me?

Apparently Martyn has taken delivery of a fold up table and a toy truck, so high expectations for their Fleet aftermarket launch at the Consumer Electronics Show

I wonder who he thinks is the leader?

"Andy Hanvey, Director of Automotive Marketing at OmniVision commented: "We have been collaborating with Seeing Machines for over half a decade, because of their leading algorithm performance and leading position in the DMS market. "

BTW Fontaine01 post looks like spam to me

Link to register for Renesas CES event

Link to register for Renesas event

https://virtualexperience.renesas.com

Xilinx event, you can register online for free

https://www.linkedin.com/posts/rodneyjstewart_xilinxadapt-automotive-radar-activity-6753795904102383616-J0An

Lots of Mercedes coverage next few days I guess

"Mercedes-Benz will showcase the MBUX (Mercedes-Benz User Experience) Hyperscreen at the first-ever all-digital 2021 Consumer Electronics Show (CES), which will take place from January 11 to 14. The Mercedes-Benz press conference at CES will start at 5:00 p.m. CET (8:00 a.m. PST/local Las Vegas time) on January 11, 2021. Media representatives can register on the CES website until January 8"

Strong hint from this weels Cenkos note of what we should expect with the 6 month trading update. Mr Bunce needs to find his upgrade button.

"Aftermarket demand supports FY21 growth expectations: On 22 December Seeing
Machines announced it had reached a total installed base of over 26,000 Guardian
units by the end of November (up from 23,415 at the end of June 2020), with additional hardware sales of 3,500 units still to be connected (due to vehicle accessibility and the subsequent slower installation rate). This rate of hardware sales
puts the company on track to achieve around 38,000 sales by the end of FY21 which
is substantially ahead of the 34,908 connections in our model, noting that we expect
installation rates are expected to improve post the busy Christmas and New year period."

https://www.thisismoney.co.uk/money/cars/article-9122347/Mercedes-reveals-dashboard-wide-Hyperscreen-new-EV.html

Speaking to This is Money, Källenius said the Hyperscreen uses eye-tracking technology that will help avoid driver distraction.
Sensors tracking the driver’s eyes will tell if he or she is looking over towards a movie being played on the passenger’s screen. If this happens, it will block off the screen until the driver looks away again.
Both driver and passenger will be able to view movies on a central screen, though only when safely parked up. 'Safety is one of the core values of Mercedes-Benz DNA,’ he insisted. ‘We take driver distraction very seriously.’