Member Info for Seeing-2020

"Taking the same approach we used to make smartphone the world's largest computing and developer platform, we're currently working with automakers and Tier 1s to create a joint road map to build multi-tier, multi-generation, scalable and upgradable platforms for long-term sustainable business. The strength of our digital chassis strategy is reflected in both our results as well as a strong design pipeline and is creating a platform for innovation for auto. We are also very excited about Arriver. Upon closing, Snapdragon Ride ADAS solutions will be complemented with Arriver's computer vision, drive policy and driver assistant assets, enhancing our ability to deliver on an open and competitive ADAS platform for automakers and Tier 1s at scale."

https://www.fool.com/earnings/call-transcripts/2021/11/04/qualcomm-qcom-q4-2021-earnings-call-transcript/

I expect we hear more about their "digital chassis: on 16th Nov

https://www.qualcomm.com/products/automotive

"ADAS/Autonomous Driving

Our Qualcomm® Snapdragon Ride™ Platform now offers an extended product roadmap, featuring the first-announced scalable and automated driving SoC platforms built on 5nm process technology, with an expanded software ecosystem with industry-proven stacks for vision perception, parking and driver monitoring."

Investor event on 16th Nov

https://investor.qualcomm.com/news-events/events

Goldman Sachs upgrade for QC, thats the coverage we need

https://www-thestreet-com.cdn.ampproject.org/c/s/www.thestreet.com/.amp/investing/qualcomm-upgrade-goldman-sachs-buy

Be interesting to watch and see if these e-transits come with advanced driving assistance

https://www.autonews.com/future-product/ford-delivers-preproduction-2022-e-transit-commercial-vans-some-businesses-pilot-new

This is a great tweet from Colin explaining a use case for DMS, problem with adas is people switch it off as its annoying, DMS fixes the false positives

Colin Barnden / Semicast Research
2 Nov
Example of active safety tech: DMS detects driver eyes-off-road, mind-off-driving, or fatigued. AEB goes to max. sensitivity & detects imminent fwd collision. The 2 signals together result in auto braking w/max brake force. Crash impact mitigated or avoided. Needs NHTSA mandate.

Which should not surprise us really

12 month high SP is 12.9p (27th Jan)
12 month low SP is 5.15p (16th Dec)

To me we are entering a sweet spot for news that could see a similar rise from now thru to Jan 22

Buffet, no huge trades, which suggests to me that the 65%+ of II are just holding patiently.

Its the slow tick up I like, seems like it poised for a real breakout on news

https://www.ntsb.gov/news/events/Pages/2021-safe-systems5-rt.aspx

I think its hard to expect IC to cover SM in much detail, unless we are one of the pet stocks for one of their regular contributors.

Luckily we have safestocks and Colin Barnden who put a lot of time and effort in

Then week commencing 1st Nov we rose 8% over the course of the week ending at 10.8p

If was the nature of the rise that pleased me, we had no news and no spikes it just slowly rose 1-2% a day, even though Friday showed 3% it was less really as we had a negative UT Thurs.

So 1-2% a day, nothing to excite traders or to cause Zak Mir to reach for his bingo machine.

All very grown up, liking it

I was intrigued by the SP performance over the last week, Friday 29th Oct we had a nice rise and passed all the moving averages, so set us up nicely

Reading this again in the cold light of day, this sounds very sticky to me and should allow Cenkos and others to estimate income over a 5 year period

"What is the length of the contract? For example, is it a 3 or 5-year contract? The Global Framework is a 5-year contract, but local assets can sign ‘call offs’ against this Global Framework that could extend past 5 years."

If you watch the SM Occula video around 1 min 20 seconds it covers augmented reality

Intetesting comment at 5 mins about VR and augmented reality

Great interview on Bloomberg with QC CEO

https://www.bloomberg.com/news/videos/2021-11-04/qualcomm-ceo-on-bullish-forecast-growth-plans-video

Mach-E doing very well it seems

https://www.linkedin.com/posts/activity-6862519196337750016-qPgc

https://www.nasdaq.com/articles/ford-stock-is-up-120-this-year.-how-much-higher-can-it-go-2021-11-04

Its not just Qualcomm who are doing well

https://www.reuters.com/breakingviews/ford-gives-toyota-run-its-money-2021-11-04/