Member Info for Seeing-2020

Klick, you are too sharp for them, tie one hand behind your back or something to even the playing field.

Whats a "master assessment" I wonder, sounds bigger and better

I guess the CANDYBAR was worthless without a trademark, 18th May it got a higher value, a few months to negotiate feels about right to me.

Does anyone know if it is new on the SM website in last few days ?

Well L3harris believe they own the Candy bar and they have it trademarked.

Surely Paul doesn't give away his Candy for free.

https://www.eats-event.com/wp-content/uploads/2019/11/Colin-Rydon.pdf

CandyBar™ Time Plot Tracking – The CandyBar
dashboard allows instructors to “see” how aircrew divide
their attention over time and monitoring function.

No is the simple answer, he is now an "insider" so can only trade during open periods, normal practice for a company to have a close period leading up to the results announcement

Indeed, something stirring here, can sell 1m at 3p.

Klick, thats very interesting.

I note they use DSM not DMS.

Toyota alongside Ford and other existing wins...

Its not about you Elon, its about Tim E, Dr Mike, Nick DF, John Noble, they are a few of the geniuses quietly going along with their business.......

"This isn't a story about Tesla. It is about Ford Motor Company having the guts to stand before the industry and Wall Street and say it will save lives by adopting driver-assistance technology at Levels 1 and 2. I applaud them. It is about BMW Group quietly developing an EV platform with safe automated driving capabilities. Both companies have adopted ADAS technology from Mobileye Intel Corporation and I believe vision-based driver monitoring systems from Seeing Machines. General Motors and Daimler AG look to have done the same. Driver monitoring & assistance is the way the auto industry is moving to make human drivers into safer drivers. The near-term trend is not "self-driving".

If National Highway Traffic Safety Administration NHTSA really doesn't have the expertise to legislate safety technology related to automated driving, it could talk to Euro NCAP, For Safer Cars I'd suggest Michiel van Ratingen and Richard Schram or at Thatcham Research how about Matthew Avery ? Elon played NHTSA for a fool because it behaved like one.D.C.-based policy makers really need to understand what is happening, not what they think is happening, nor what lobbyists want to happen. Try listening carefully to Missy Cummings."

At one point they claimed the RNM alliance was the world's highest selling OEM, we all know the top 2 have yet to decide or announce said decision

Toyota (boring old Corolla is top selling model in the world, number 2 is Ford F Series)
VW Group (Golf is top selling in most European countries, UK is Ford Fiesta)

Some extra stats for your next Zoom quiz night

https://insideevs.com/news/403657/ford-mach-e-sold-out/

Klick, you are absolutely correct, we are nailed on to be in all F Series models.

The Veoneer increase from 640k to 670k (in most recent slide deck) suggests to me they didn't have E-Mach in original numbers , so 640k for F150 and 30k for E-Mach (in first year).

Badger, in Europe there are 2 things at play, the carrot of EuroNCAP and the stick of the GSR (link posted earlier is to the GSR not NCAP). The carrot has got delayed, no worries as the GSR (general safety regulations) is a mandate, so whether an OEM wants to aim for 5 star or 3 star from NCAP they need DMS as is a mandate.

This is what I posted on the day of the RNS to try explain it.

"2024 is now07 Jul 2020 21:14

So today's RNS stated
"DMS in all cars and trucks sold in the US from 2024, lining up closely with the European General Safety Regulation, passed into law in November 2019"

So US and Europe mandating our tech from 2024 for all cars and trucks in 41 months time. Sounds a long way off, then look at these 2 examples

1) Merc S Class, Sop Sept 2020 for the cars to be on the roads Q1 2021. So Q1 2021 minus 41 months is Oct 2017, anyone care to guess when we got the mercedes design win RNS ?

2) Ford went the fast route with the Chip, so DW was June 2018, Sop Sept 2020, cars on road early 21 , so let's call it 29 months.

So based on those real examples the window for an OEM to make RFQ decisions and appoint a DMS tier 2 is July 2020 to July 2021, or next 12 months in simple terms.

So is there any OEM who sell cars or trucks in US or Europe who have yet to appoint a DMS supplier, yes just a few off the top of my head
Toyota
VW Group
Ford (Europe)
Honda
Freightliner
PSA
Mazda
Volvo cars
Volvo Trucks

The future is now"

TLS, Velodyne are the Veoneer named Lidar partner, Seeing Machines are the Veoneer named DMS partner.

If Hyundai Mobis want the best then......

If the Hyundai Mobis Lidar investment is Velodyne, then if Hyundai Mobis select a DMS partner its S--ing M----nes.

https://www.businesswire.com/news/home/20191022006225/en/Hyundai-Mobis-Invests-Forms-Partnership-Velodyne-Lidar

Terry, great find and what a remarkable quote from Colin.

"Greatest lifesaving technology of the next 20 years" mic drop

Yes great find and much wider than Tesla, Matthew Avery from Thatcham says in the video

"Ideally we would like to see ALL cars with a driver monitoring system"

They are saying

12 OEMs in total
2 = Design Wins (one of which is Ford)
9= Technicial Qualification
1 = Bid list

So a possible 10 firther OEM is what Veoneer are saying if they won them all. Which is clearly unlikely, but they should win say 30% , however SM will be bidding with other Tier Ones also

Well the CEO of the afore mentioned Seeing Machines has liked Colins Post on linkedin, seems he agrees with Colins conclusion, happy Friday.

Have a great day

Morgui

https://www.veoneer.com/en/innovation-0

Driver Monitoring Systems, which tracks head, face, eyelid, and precision eye gaze in real time, together with our partner Seeing Machines.

Ford Motor Company Mach-E #DMS with Veoneer DMS module overlaid. Both have two pods of two vertically-aligned IR LEDs positioned at the edges and are approximately the same aspect ratio and depth. Veoneer and Seeing Machines were exhibiting together at CES in January. https://lnkd.in/dDSkgkj Ford's Active Drive Assist confirmed this week with Mobileye EyeQ4. This analysis suggests Seeing Machines for the DMS. That implies 2021 F-150 win too.

Colin Barnden on linkedin, great analysis as ever by the industry expert

https://www.linkedin.com/posts/colin-barnden-1081376_dms-activity-6692396181147930624-6o4y