Member Info for SEEING

I suppose the pilot project involves retrofitting buses already in service with DMS, whereas the EU legislation only applies to newly registered buses.

* next-generation vehicle architecture

* centralized vehicle compute platforms

* support aligned with centralized and software‑defined vehicle architectures

For me, everything in the text indicates that this is a new vehicle platform, not just the addition of interior sensing to an existing car platform.

Tobii had to carry out goodwill write-offs totaling SEK 244 million, mainly related to its Autosense business segment. To me, this suggests that the acquisition is not delivering according to plan.

Can this contract be for the next platform from Volkswagen? Scalable Systems Platform (SSP).

https://www.linkedin.com/posts/volkswagen-group_scalable-systems-platform-activity-7336674949819998210-RPpS?utm_medium=ios_app&rcm=ACoAAApaTqwBL5iMJhIZLDW8zQRfv7lwngMJWJ8&utm_source=social_share_send&utm_campaign=copy_link

Seeingisbelievin, as a Tobii investor, you may not fully grasp what awaits Smart Eye and Seeing Machines once production volumes surpass 2 million cars per quarter in July 2026. Tobii will never be able to match those economies of scale.

Bongo, Smart Eye reported its quarterly financial results, not any contract.

https://smarteye.se/wp-content/uploads/2026/05/Interim-report-Q1-2026-ENG.pdf

Aaron, what was the EBITDA margin for Seeing Machines’ automotive division in the previous report for comparison?

DavidW2016

”Denso: Acts as a major Tier One supplier for Toyota, with recent initiatives utilizing technology from Seeing Machines and Qualcomm for advanced monitoring.”

What is the source for the Seeing Machines part of this statement? Is it an AI hallucination?

If there was no design win for Seeing Machines or Smart Eye for Toyota a couple of years ago, the only conclusion is that Toyota developed its DMS software in-house, or?

Aaron, I think you may be underestimating what Gentex can offer in DMS and interior sensing compared to Magna. If you watch this video from 5:50, you’ll understand my point.

https://youtu.be/5YcAH-NPqtk?is=xVkHDy-9PZpqvCG7

Escovido, yes just like Magna are probably paying Gentex for using their auto-dimming mirror patent.

Whatif18, isn’t it 8 LEDs and 6 LEDs?

Escovido, you wrote: ‘Only Magna/SEE is behind the glass.’ Are you sure about that? Have you seen the Kia EV2 at 10:00 in this video?

https://youtu.be/8lOmA7EkHEQ?is=BZI0umCEuXwRVoVI

Https://www.magna.com/company/investors/financial-reports-public-filings/downloads

Magna’s Q1 2026 report looks solid. I didn’t see any mention of driver monitoring—did anyone else notice anything noteworthy?

Of course, it won’t be implemented in all new cars in the U.S. by 2027. By comparison, the industry has been preparing for the EU GSR for years, whereas in the U.S. there has been no sourcing in place to support mandatory camera-based DMS by 2027.

Https://storage.mfn.se/078eeb4b-f2ac-41cf-85cf-031fc4fed208/smart-eye-secures-additional-interior-sensing-ai-order-with-major-japanese-oem.pdf

The new order expands a previously announced vehicle program, adding Smart Eye’s Interior Sensing AI to two car models already equipped with Driver Monitoring System (DMS) software from the company. The estimated revenue of the order is at least SEK 60 million based on product life cycle projections.

The report covers Q1 2026, so the contracts must have been awarded within that time frame.

Escovido, Smart Eye have not released an RNS announcing any major design wins for quite some time. Wouldn’t a car OEM typically award the Tier 1 supplier before awarding a SW Tier 2?

Well, it’s not double counting until Smart Eye send a RNS about the same design wins.

Https://www.forvia.com/sites/default/files/2026-04/2026%2004%2024%202026%20Q1%20SALES%20ENG%20-%20DEF.pdf

”The Group also secured two contracts in Interior Monitoring Systems technologies with major

OEMs in Europe and in the United States. These conquests strengthen the Group’s position in this

fast-growing segment.”

While PMG is talking about RFQs competitors sign the contracts…