Member Info for Seeing-2020

Shrey, the Team300 rampers had numbers that add up to 300p, but they are still dreamers

That Terry bloke with his trips to CES and Lewbo with his picture

Whatif, with Nick DF running our auto division I am am sure him and Rodney and others are well aware of what Renesas do, their R-Car variant is used by many top OEM as shown in that presentation. I can find links to existing such as BMW, but what really interests me is the links to VW Group and Toyota.

Toyota own 25% of Denso and Denso own a stake in Renesas.

Vote Renesas

Baxter, sounds like you have been through the mill.

Well hopefully SEE comes good and we can all make a few quid after all this time

Shrey, not "cold hard figures" you are making assumptions of a Net Profit based on the assumptions made by Safestocks. Assumption x assumption = hot soft figures.

No ramping please, it doesn't help anyone

Shrey, heard it all before from those other rampers, Team300 and all that rubbish..

Good man Baxter, I can see your post as I never filtered you, when done for holding.

We might get our game of golf in St Andrews yet

Been looking into Renesas a bit further, good presentation below, slide 10 reads like the Lewbo chart

https://www.renesas.com/eu/en/about/ir/event/pdf/fy2020/automotive-strategy.pdf

Slide 10 - Think Lewbo chart
Slide 13 - mentions Driver Monitoring

Vote Renesas

Wilson, couldn't agree more, I love a JC and TLS debate and explanation. We can ask them to do a few hours on patents at the party.

Tom, much more plausible imo. The cost cutting and controlling cash tightly again strengthens their position so any negotiation is on a stronger footing

Shall we, the SEYE rise is a bit like a couple from the Midlands winning a speedboat, nice for a moment but quickly thoughts turn to cashing it in.

Qualcomm on the other hand well its like planting a big money tree

A few weeks ago we announced 3 pillars

3) Was announced last week, that we signed an MOU for pillar 3
2) Announced today Qualcomm Snapdragon for pillar 2.
1) Next RNS in my view, is a new win via Fovio - Pillar 1

"First pillar: FOVIO Chip, newly advanced with the introduction of Seeing Machines' OcculaTM Neural Processing Unit

o Second pillar: A low-friction integration pathway into any vehicle integration point, including smart-mirrors, instrument clusters, infotainment ECUs or centralized ADAS processing systems

o Third pillar: OcculaTM is now available for license, in ASIC form, to world-leading semiconductor companies for integration with any automotive compute platform."

Three, two, one

This is great and imo is not the licnese deal we had the MOU for last week.

Last week stated
"Targeting the expanding interior monitoring market for the automotive industry, this collaboration represents the third pillar of the Company's recently launched Embedded Product Strategy which has been set out to license OcculaTM in ASIC form, to world-leading semiconductor companies for integration with any automotive compute platform"

Today with Q
"Seeing Machines recently launched our embedded product strategy and this collaboration is representative of our e-DME strategic pillar in action. 

https://www.bbc.co.uk/news/technology-54142567

UK-based computer chip designer ARM Holdings is being sold to the American graphics chip specialist Nvidia.

The cash-and-stock deal values ARM as being worth as much as $40bn (£31.2bn). It has been struck by current owner, Japanese conglomerate Softbank, four years after it acquired ARM for $32bn.

Phil, Nvidia taking over Xilinx, now that would be interesting

Renesas = Conti = VW

Whats the 2 big OEM we are waiting on again ?

https://www.greencarcongress.com/2020/07/20200708-renesas.html

"In 2019, Continental announced that its server concept would be used by Volkswagen as an in-car application server (ICAS1) for ID. vehicle models based on the modular electric drive matrix (MEB)."

Vote Renesas

https://www.eeweb.com/dialog-pmic-for-renesas-r-car-platforms/

Continental has adopted the Renesas R-Car M3 system-on-chip for the first generation of body high-performance computers (HPC). HPC is an automotive processing platform that provides centralized control of vehicle systems and is equipped with secure gateway functionality to enable cloud service connectivity.

Good game this, guessing in what order we sign up Global Semiconductor companies.

Kk seems happy with Renesas

https://www.businesswire.com/news/home/20171031005592/en/Renesas-Toyota-Denso-Bring-Autonomous-Driving-Vehicles-Market

"To achieve a society where mobility means safety, efficiency and freedom, Toyota is constantly seeking out the latest technology and selecting systems incorporating the very best devices and materials,” said Ken Koibuchi, Executive General Manager at Toyota Motor Corporation. “We are partnering with Denso and Renesas, who bring superior technology and expertise to this project, with the aim to accelerate the development of autonomous-driving vehicles and encourage early adoption."

Jimbo, yes looks like he is fighting back, love a competitive edge.

Linkedin post for those without access

"The tectonic plates are moving in the Transport industry driven by NCAP, global regulatory influencers and technology convergence. Major players in silicon, sensing, illumination, software and cloud are converging. All the actors are positioning for the lead run and of course there will be winners, second place getters and achievement awards allocated in time. #seeingmachines 3 pillar strategy offers an opportunity for all stakeholders to lead in there area of core focus, leveraging our #dms advantage, unique real world data, human factors leadership, best kn class embedding, optical performance and world leading algorithm development. #innovation #technology #leadership"

Thanks Lewbo, vital for any investor. Print it , read it, research it.

Qualcomm once owned Omnitracs, who have just bought Smartdrive

https://www.sandiegouniontribune.com/business/story/2020-09-09/san-diegos-smartdrive-merges-with-omnitracs-to-bring-more-tech-to-commercial-truck-fleets

"Once part of Qualcomm, Omnitracs’s fleet tracking business provided the early cash flow that funded research into new cellular technologies that Qualcomm is known for today."