Member Info for Seeing-2020

Imo this is the only OEM that matters in Europe, whoever wins VAG wins Europe

https://uk.reuters.com/article/us-volkswagen-results-2019/vw-proposes-35-dividend-increase-as-2019-profit-surges-22-idUKKCN20M2BE

"Group vehicle deliveries rose 1.3% to 10.97 million last year, thanks to gains in Europe and south America as sales in Asia and the United States fell amid trade tensions."

#Team300

https://www.linkedin.com/posts/veoneer_last-week-we-showcased-collaborative-driving-ugcPost-6639201997578924032-lZrq

#Team300

DR, 20,551 was 2 months ago we will be higher than that now

#Team300

Baxter, I really don't think an RNS about Corona Virus would have been a good idea, less optimistic people than you would have found some reason for it to be negative, they have made it public via the newsletter so interested shareholders are aware that its not an issue, they will then be free to ring the large II and tell them the same info. This is what I would have done, so imo its well handled.

The markets are very volatile atm but its hard to blame SM mgt on that.

As for a US listing Paul was very clear in his recent interview that it would be a distraction and not something they are looking at.

#Team300

In my opinion they have handled this very well.

Really clear and concise information that tells us we have enough units in stock to hit the year end targets.

Again my opinion is the newsletter was an appropriate way of communicating this information

I'm with Robbie on this, well done Sophie

#Team300

https://arstechnica.com/cars/2020/02/ntsb-blasts-tesla-caltrans-and-nhtsa-for-autopilot-death/

"The NTSB's final recommendation to the NHTSA—one it has made before—is that the agency should require any car fitted with a level 2 driver assist to also be fitted with a proper driver monitoring system. An example of this would be a gaze-tracking camera like the one General Motors uses with its Super Cruise system; this ensures that the driver's eyes are on the road ahead even if their hands are not on the steering wheel. At present Tesla's approach to driver monitoring is merely an occasional interaction with a torque sensor on the steering wheel, which some users have exploited by adding weights to their steering wheel."

#Team300

They are very clear in the document issued

To the National Highway Traffic Safety Administration:

1. Expand New Car Assessment Program testing of forward collision avoidance
system performance to include common obstacles, such as traffic safety
hardware, cross-traffic vehicle profiles, and other applicable vehicle shapes or
objects found in the highway operating environment.
,
2. Evaluate Tesla Autopilot-equipped vehicles to determine if the system’s
operating limitations, foreseeability of driver misuse, and the ability to operate
the vehicles outside the intended operational design domain pose an
unreasonable risk to safety; if safety defects are identified, use applicable
enforcement authority to ensure that Tesla Inc. takes corrective action.

3. For vehicles equipped with Level 2 automation, work with SAE International to
develop performance standardsfor driver monitoring systems that will minimize
driver disengagement, prevent automation complacency, and account for
foreseeable misuse of the automation.

4. After developing the performance standards for driver monitoring systems
recommended in Safety Recommendation H-20-X, require that all new
passenger vehicles with Level 2 automation be equipped with a driver
monitoring system that meets these standards.

#Team300

JC he appears to be clutching at straws.

Also if he concedes Volvo do we get Geely and Polestar also.

Safestocks believes we won Volvo , Viktor has a huge change of heart as he said this in Oct 19

"Volvo win
Following the announcement of NVIDIA winning a DMS contract for Volvo we believe that Smart Eye might be able
to win Volvo given its strong partnership with NVIDIA."

Today he concedes defeat, so have SEYE been told the result of the RFQ

#Team300

Viktor trying hard to knock SEE, but cant even convince himself. Apparently he thinks having a lower cost Chip and partnering with Qualcomm is a negative....

"We are optimistic about Smart Eye’s business model, and believe its merits have been proven
lately by especially the won designs of 2019. Main competitor Seeing Machines (SEE) has not
won any new OEMs during the past year.

SEE appears to have started modifying its business
model. We see some early tendencies that SEE is moving towards a model that resembles
the one of Smart Eye. Firstly, During the CMD, in November, SEE announced a modified
partnership with Xilinx, where Xilinx will take over the role of supplying the Fovio chip directly
to tier-1 customers. SEE also focused a suprising amount of the CMD on other issues than
DMS, although that could be just a co-incidence.

The second data point of interest is the Qualcomm partnership announced at CES where the
two parties “have been working together to optimize the Seeing Machines driver monitoring
platform technology for the Snapdragon Autonomous Platform architecture and its very
capable acceleration hardware.” This is a noteworthy exception from the previous all Xilinx
hardware route.

We continue to expect cutthroath competition from SEE, but we are a bit
puzzled by the tweaking of the business model and strategy this late in the processes. We
have seen previous examples in the industry of unsuccessful business model pivots (e.g.
from license to chip) that were not well-rooted among customers/end customers, and
consequently failed, only to be reversed.
All in all, we cannot distill what is the chicken and egg in the equation, i.e. if there are no wins
due to the revisions of the model, or if the RFQ outcomes propelled the changes.The above is
just wild speculation, but if there is something to it, Smart Eye might have the upper hand in
some of the current RFQs, e.g. Volkswagen. It could possibly even become relevant for the
second gen. DMS for SEE’s customer GM, which is something we have not considered
before.

Nevertheless, we want to once again emphasize that SEE is a fierce competitor,
preferred by e.g. Veoneer."

#Team300

"We do not think the market is delayed, apart from maybe one or two specific individual
OEMs. After all, there is a deadline for the EU regulation. We guess some procurements
have been settled on the tier-1 level. However, it can take up to six months, sometimes
more, before all paperwork of the tier-2 contracts is done."

#Team300

New note from Redeye

"The Qualcomm press release also stated that SEE and Qualcomm are working on an
optimized implementation of a DMS for a global premium automaker. We guess this is Volvo,
but considering the wording in the press release it is not entirely finalized. We want to keep a
cautious view and have therefore excluded Vovlo from our estimates."

#Team300

Esc, your reading is correct. NTSB recommend but its NTHSA that have the power to mandate. However, it would be hard for them to ignore NTSB without having a strong reason

What would it mean for SM?, perhaps the following
- Contract to supply best selling car /light vehicle in the the US - Ford F-150 Truck
- Contract to supply the big three OEMs in US, GM, Ford and FCA

How amazing if would be if the above happened, stuff I didn't even dream about when I first bought in 2014....

#Team300

Ryan Murphy COO on linkedin

"Grateful for opportunity to thank Linda Reynolds, Minister for Defence, for her support to Aus Defence industry. Seeing Machines presented our world-leading Aviation capability as part of Team Defence Australia stand at recent #Singapore Airshow, a great opportunity to further the licensing of our tech for military export applications #seeingmachines"

#Team300

https://www.foxnews.com/auto/tesla-driver-video-game-fatal-crash-ntsb

"NTSB staff determined that Tesla's system does not adequately make sure drivers are paying attention and recommended that stronger driver monitoring systems be required. "

#Team300

Feels like an important day, me and the original Seeing2020 are getting excited, we have been saying this since 1984

"David Shepardson
@davidshepardson
8m
@NTSB
vice chairman Bruce Landsberg: distracted driving is "literally an epidemic. The last year that we have data for, we could definitely tie somewhere around 4,000 fatalities and tens of thousands of life-altering injuries" because of distracted drivers"

#Team300

This guy tweeting live, good stuff

https://mobile.twitter.com/Tweetermeyer/status/1232392636276695041

Great stuff by semicast tonight

Semicast Research

@semicast_res
1m
This could be the day the wider public finally wakes up to the role IR vision driver monitoring plays in vehicle safety. Probably all of the Autopilot deaths would have been prevented had Tesla used proper DMS technology, which is available today even in a Subaru Forrester!

#Team300

Semicast Research

@semicast_res

1m
Semicast definition of L2+ requires ODD & IR vision driver monitoring system. GM Super Cruise 2/2 (DMS from @seeingmachines), Tesla Autopilot 0/2. This highlights role of proper R&D & just how critical human factors science is to deployment of vehicle automation cc: @DrMikeLenne

https://mobile.twitter.com/semicast_res?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Semicast Research Retweeted

IIHS

@IIHS_autosafety

10m

In looking at current Level 2 driver assistance systems, which require vigilant driver supervision, NTSB says an "effective method of monitoring driver engagement is crucial."