Member Info for Seeing-2020

For ****pit and Adas, easy to forget that

Snap4 and SnapRide

Also as BMW have proved we can be combined with Snap3

QC brings China market also

Lewbo, that's my view BMW separately procured SM for DMS and QC for the ****pit and thats what started the relationship between the 2 parties.

As for EROAD helping us crack the states, lets hope they are the Beatles not Oasis

Terry I think the BMW IX will be something special, combination of SM and QC

Lewbo, to be fair he thinks it takes that long, which is a better outcome than the only other conclusion one could have for a design win 5 or 6 years ago not getting to SoP

Its easy to forget about EROAD with everything else going on, I know because I did

Leading fleet management software provider integrates vision technology to ensure safer roads

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, announces that EROAD Limited ("EROAD") will integrate Seeing Machines' Guardian technology into its fleet management software to help combat driver fatigue and make roads safer

Lewbo , signs aren't good in Sweden

JLR still not at SoP, that must go down as a lost contract now

Viktor the uber positive analyst jumped ship didn't even believe himself in the end

Timo, the uber positive PI, sold, yes sold, didn't even believe himself in the end

UPDWG, its reasonable to expect some news pre results, maybe a win or a TR1

One thing I have noticed in the last few trading sessions is that one can do a dummy sell for very high volume, which in my experience is unusual.

We also had a "Gap from early Aug" closed this week, whatever that means

Overseas lifetime achievement recognition award - US Senate

"Bipartisan Senate legislation includes lifesaving automotive technology provisions
New agreement would require Driver Monitoring Systems to stop distracted and drunk driving"

 

https://www.baynews9.com/fl/tampa/news/2021/10/07/as-pilot-shortage-intensifies--longtime-aviator-gets-busy

"The root cause, most travel experts argue, is an acute and growing pilot shortage."

This is what Paul Mc said via RNS on 27th Jan, and worth nothing Cenkos have not updated their forward forecast since then

"We expect this engagement to deliver significant incremental volume on top of our existing business plan"

Lost, I see it as a revenue per unit model, huge margin probably close to 100%. QC do the marketing, sales, logistics, embedding and we a revenue per vehicle. In simple terms is a licensing model.

The size of it can only be huge.

https://www.bloomberg.com/news/articles/2021-09-21/a-shortage-of-pilots-looms-as-the-next-challenge-for-airlines

Paul McGlone predicted this he mentioned SM being the "canary in the coal mine", the chap is a visionary

https://www.flightglobal.com/flight-international/us-airlines-recruit-to-beat-pilot-re-shortage/145276.article

https://www.lightreading.com/aiautomation/qualcomms-automotive-ambitions-pick-up-speed/d/d-id/772527

"Qualcomm's move into the automotive industry "marks a critical changing of the guard in the automotive industry and the conclusion of a decades-long battle to tackle the automotive infotainment market. Prior to Qualcomm's late arrival with high profile design wins across the globe, the company watched from the sidelines as first Intel and then Nvidia sought to conquer the automotive infotainment opportunity," wrote long-time automotive analyst Roger Lanctot, of Strategy Analytics, in a post to the company's website early this year. "Qualcomm stands at the fulcrum of the world's largest automotive market as a rising force in automotive and wireless semiconductors setting the stage for unique opportunities and outcomes."

"Thus, Veoneer is only part of a grander strategy. This past summer, Qualcomm also purchased CPU designer NUVIA. NUVIA's CPUs will find primary use in smartphones and laptops. But at the time the acquisition was made, Qualcomm said NUVIA will also be applied in other emerging departments for Qualcomm, like digital ****pits (the multiple digital screens displaying info within new cars that have mostly replaced traditional instrument clusters) and driver-assist systems.  

Put another way, Qualcomm is stitching together multiple technologies via acquisition and its own in-house development for all sorts of tech within the modern vehicle. If it can update enough of these components and get them all working together fluidly, it might be able to convince automakers to start upgrading to newer (and more profitable, for Qualcomm) semiconductors and related hardware. "

https://www.fool.com/investing/2021/10/07/3-great-features-of-qualcomm-veoneer-acquisition/

Special category award -
Airservices Australia to collaborate with Seeing Machines to enhance safety in Air Traffic Management

Best Tier One in a supporting Role- Magna for the fisker win, one would have thought with their experience in rearview mirrors they would have seen Qualcomm creeping up behind them.

Finally, finally the out takes, the ones who made the list but weren't on the list

Best newcomer- Fisker, the ocean looks great they might also deliver a Pear or even an Apple