Member Info for Seeing-2020

Maps, if he wants to talk about anything new we need an RNS, same as day of CMD, otherwise at 345pm in a side room he might be very lonely.

#TeamAviation

Not SM tech but a good review of DMS and (in my very humble opinion) another sign its becoming more mainstream

https://venturebeat.com/2020/02/09/subaru-legacy-2020-review-sensors-that-detect-a-drowsy-or-distracted-driver/

#Team300

Red, so 19 new or refreshed models, seems safe to assume that's 100% of the new or refreshed models they are launching in that time period.

I await the derampers to tell us why 100% isn't good enough

#Team300

Very generous of Bosch to post about Supercruise and for multiple Bosch employees to like, we started with Takata, then Joyson, is Supercruise now via Bosch ?

Why are they celebrating a mere 22 models? I expected them to say "only" 22, or "just" 22, or not as many as 25.

https://www.linkedin.com/posts/philipp-gauss-1232b0b4_gms-super-cruise-aims-to-be-in-22-vehicles-activity-6631564042588696576-rP9C

#Team300

Great find Bauch, our Chief Operating Officer worked at Thales for 8 years, I just wish he had a role to play in licensing, wouldn't that be amazing

4th July RNS

"Ryan Murphy, COO and Company Secretary, will relinquish the role of Company Secretary to enable him to broaden his focus as COO to include leveraging the Company's IP assets which will allow Seeing Machines to pursue profitable business across a wider range of customers, more rapidly. This will involve working with various customers and partners to explore potential new revenue streams across the Company's existing markets."

#Team300

https://uk.reuters.com/article/cae-results/update-1-commercial-pilot-training-unit-drives-profit-beat-at-canadas-cae-idUKL4N2A73L4

Feb 7 (Reuters) - Canada's CAE Inc, the world's largest civil aviation training company, on Friday reported a better-than-expected profit, driven by strength in its commercial pilot training and simulators business.

CAE work with us already (reference RAAF RNS) and its CAE who manufacture the Boeing ffs, so the license deal would be with CAE imo.

https://www.wingsmagazine.com/cae-third-quarter-led-by-civil-training-segment/

"During the quarter, CAE’s Civil segment signed training solutions contracts valued at $706.2 million, including a long-term pilot training agreement with JetSmart Airlines, and 17 FFSs, for 37 sales in the first nine months of the year. Since the beginning of January, Civil received orders for seven FFSs, including six for the Boeing B737MAX aircraft, bringing total current year-to-date FFS sales to 44."

#Team300

TLS, great research as ever, I am in awe of the detail you JC and others go to for information

We know we have been working with them for years and they have always been happy to name us.

Hopefully PM is in London for a reason next week and not just for a 15 minute slot at an investor event

#Team300

They can only put it in the models they launch in any particular year for goodness sake, what should they do bring the launch date forward for every model?

The better way to look at it is if they are putting supercruise in all models they launch in any particular year.

Only on here would people search for a negative on what is clearly a significant expansion of supercruise and so SM tech

#Team300

Not sure if we have seen this before, clock counts down, worth watching from 13:20 as covers distraction and intoxication

https://live.volvocars.com/?vid=190320

Press conf / results pres at 0900 uk time

Decent set of results it seems

"STOCKHOLM (Reuters) - Sweden's Volvo Car Group, owned by China's Geely, reported an 18% rise in fourth-quarter operating profit as cost cuts and growing sales more than offset the impact of subdued global auto markets."

#Team300

Sch, its Ford.

We are launching in the F-150, best selling car / light vehicle in US

#Team300

Glandore, that's an easy question, 100% as it's a standard feature now

#Team300

Or at the time of the RNS it was written just for the 3 models in production in 2020.

So we should expect an RNS for 19 new models, even if you are George Best 19 models is material

#Team300

Feels to me this RNS seems a little light on value, just a little

"10 April 2019

Seeing Machines Limited

Design win for next generation automotive program

 

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."

Morgan, I was trying to remember the recent link that was it, look at the other images on that video , apart from maybe Qualcomm the rest are all SEE images

# Team300

Phil, Cenkos include it within Auto, forecast for FY20 is A$3m

#Team300

This is what the SEE website says about BDMS

"The Guardian BdMS uses Seeing Machines’ FOVIO driver monitoring technology to track driver alertness and identify distraction events. An unobtrusive in-car camera continuously monitors the driver’s face and eyes, and the system relays real-time data and video back to base, where it can be synchronised with other vehicle or data inputs. The system can also be configured to trigger escalating alerts (visual, audible and vibratory) that are designed to warn the backup-driver in real time of their fatigue or distraction, whether or not the automated driving system is activated."

So does it do what the Uber system does?
- detect distraction = tick
- sounds audible alert = tick
- remote monitoring = tick

#Team300

https://venturebeat.com/2020/02/05/uber-acquires-dmv-license-to-test-self-driving-cars-on-public-california-roads/

They’re additionally subject to monitoring by a camera system that detects when they might be distracted and sounds an audible alert before sending a notification to a remote monitoring team for review.

#Team300

I tend to agree with Paul, whilst new wins are exciting, the best sign of auto being successful is delivering on existing programmes, well that's our largest current program so great we have a SOP date.

The way to win an extension with Ford which would include the UK best selling car and other household models is to deliver on the existing program.

#Team300