Member Info for Seeing-2020

Viktor loses all credibility with this statement

"We concur, and believe that most of the tenders have been completed, whereof the vast majority have been won by Smart Eye"

Firstly, the two biggest VAG & Toyota haven't been concluded, and of the one's announced SM has done very well, we talk in programmes and SEYE models.

No worries, happy to help

Good, no this is for Lidar so looks outside the car , SM is DMS so looks internal at the driver and occupants

From the article

"Lidar sensors use laser light pulses to render precise images of the environment around the car, and are seen as essential by many automakers to enable higher levels of driver assistance right up to making them capable of self-driving."

That announcement is Lidar only, they still need DMS

Seems Volvo are starting to announce stuff, not only do they name the lidar partner they take a stake

https://www.media.volvocars.com/global/en-gb/media/pressreleases/268323/next-generation-volvo-cars-to-be-powered-by-luminar-lidar-technology-for-safe-self-driving

I haven't given up on an Aviation license deal just yet, L3harris have a large presence in the military sims market so that should be reasonably stable.

This presentation is from Oct 2019, looks to me that eye tracking is pretty important to them, in fact if a lay person was reading this presentation they may believe it is their eye tracking......

https://www.eats-event.com/conferences/pilot-training-conference-2019/colin-rydon

Jimbo, a very good post imo. I think thats the ballpark we are looking at, we then have any NRE on existing or not yet won programmes also.

Andrew BarrChief Minister of the Australian Capital Territory

2h

COVID-19 update – Sat 2 May There have been no new cases of COVID-19 recorded in the ACT in the past 24 hours. The ACT’s total is still 106. A total of 103 cases have recovered from COVID-19 and have been released from self-isolation. The ACT has recorded three (3) deaths. There are currently no active cases. The number of negative tests is now 9,137.

Easing of restrictions
Household visits In the ACT, restrictions on gatherings inside the family home have been relaxed to allow one household to visit another, as long as there are no other visitors present. Physical distancing measures of 1 person per 4 square metres must be observed. Where visitors do not come from the same household, the limit on visitors to your home remains at two people. Travel Restrictions on travel in NSW have been eased. Two adults and any dependent children can leave the ACT to visit friends and family in NSW, for the purposes of providing care and support. Shopping Canberrans can now leave their households for non-essential shopping such as for retail and electronics. Stores must put in place measures to ensure staff and customers maintain physical distancing by keeping 1.5 metres between themselves and other people, and all stores must adhere the one person per 4 square metre rule.

I thought this was longer ago but it's only just over 12 months ago . Factually correct at $7m+, questions the value of the +

10th April 2019

"Seeing Machines (AIM: SEE, "Seeing Machines" or the "Group"), the advanced computer vision technology company that designs AI powered operator monitoring systems to improve transport safety, has been appointed by Joyson Safety Systems (JSS) to provide its FOVIO driver monitoring technology for a US automotive OEM as it expands the rollout of their award-winning driving system across a number of additional vehicle models.

Mass production for the additional models is scheduled from 2020, and the expansion represents an initial estimated lifetime revenue of over A$7 million for Seeing Machines."

What's very clear is we are an integral part of the "Supercruise" system, we don't decide which models it goes into that's down to GM. I not sure they need to inform us in advance, depends how the contract is worded. For me it's highly unlikely GM change the suppliers for Supercruise, so an expansion of supercruise is an expansion for us.

Jan 2019 RNS

"The Cadillac Super Cruise system is the world's first hands-free driving system for the highway and provides Level 2 automated driving. The Super Cruise system incorporates Seeing Machines' FOVIO driver monitoring technology to enhance safety, through direct measurement and enforcement of driver attentiveness to the roadway."

Timothy EdwardsFounder and CTO at Seeing Machines I R&D | Eye-Tracking | Machine Learning | Automotive | Driver Monitoring Systems

2h

Reality bites

The win is nice, but I really like reading the positive endorsements from clients, SEE have updated the Guardian page on the website

https://www.seeingmachines.com/guardian/

https://www.daimler.com/investors/reports-news/interim-reports/2020/q1/

"Daimler ended the first quarter with a positive result and a robust liquidity. Now we have started with a gradual ramp-up of our production. At the same time, we are continuing to invest in key technologies, including electrification and digitalization. They are non-negotiable elements of our future"

Good video from our New Zealand distributor, as they start to ease lockdown.

https://m.youtube.com/watch?v=oNokiOj4lok

Red, that's why the key measure for me is getting to Sop.

Hence last week I was excited that our biggest DW is going to Sop in a few months.

It's the message it sends out to other OEM, if I was looking in from Japan I know which DMS provider i would want

Interesting development from Audi, I know how they can "improve" their level 2

Semicast Research
@semicast_res
30m
L3 R.I.P. ?

https://www.autonews.com/cars-concepts/audi-quits-bid-give-a8-level-3-autonomy

"Audi's focus has shifted to improving Level 2 driver-assistance systems that do not transfer any legal responsibility for the vehicle’s operation to the manufacturer at all."

By process of elimination I would conclude its Mercedes

- timing fits, as S Class expected Sept 20
- I would say its linked to the MBUX system, which if correct would mean expansion across Mercedes range of models

Extract from Cannacord note

"“Lucky number seven for the Sonderklasse” Feb 14, 2019 ), that the
upcoming 2020 S-class will feature both:
? DMS, supporting semi-autonomous functionality (“Drive Pilot”)
? Enriched infotainment features using a camera system (ie MBUX)
Mercedes is seeking consistency with the MBUX interface through time and across
models in the range (starting with the new A-class), delivering a consistent customer
interaction layer. Might this stance also extend to its DMS system supplier base?"

So what's the SM / Qualcomm win going into production in 2020?

This is from the Cenkos CES note

"Qualcomm is one of the top six major Tier 2 processing platform providers to the auto industry and this relationship adds to Tier2 processing platform relationships that also includes Xilinx and we believe most likely at least a few of the others: Renesas, Infineon Nvidia and TI.

The announcement with Qualcomm formalises and publicises a relationship that we believe is
probably several years old and we believe this will have a highly beneficial marketing impact for
Seeing Machines. This is because other OEMs looking for DMS solutions will now see a market
ready solution available through a major trusted supply chain partner. Qualcomm is a trusted
advisor to 33 different OMS, according to its marketing materials,

In the Qualcomm CES presentation, it noted that it already had a first win for a premium next-
gen infotainment design for production vehicles starting 2020. Additionally, 19 different
automakers have selected the Qualcomm Snapdragon Automotive ****pit platform (which
includes as an option Driver and Occupant monitoring). and with Tier 1 partnerships including:
Alpine, Bosch, Continental, Denso, Desay, FG, Garmin, Hangsheng, LG, Mitsubishi, Panasonic,
Tencent and Visteon."

As ever its our tech stealing the show

https://onezero.medium.com/a-new-vision-for-the-future-of-driving-54ed02eb6875

"But what caught my eye was the real-time distracted driving monitor that showed the driver and his passenger. So, you watch the road while your car watches you, gauging your attention level."

Esc, I don't think we have seen that presentation previously , interesting group of 'collaborators' , including Bosch and Conti.

I am still unclear how our relationship with Qualcomm works

1) Do Qualcomm replace the Tier One and bid directly with the OEM, offering SM tech on a license ?
2) Do Qualcomm replace SM as Tier 2 and work with the Tier One to offer SM tech ?
3) Does SM tech get offered as a standard on snapdragon

anyone any ideas ?