Member Info for SEEING

Why even send out a RNS for a tiny fleet contract without a value?

The large stable supplier is Xperi. Tobii aquired AutoSense from Xperi, and the BMW design win was included.

” While we know we have the best technology, are we overcomplicating our pitch and ultimately coming across as too expensive, pushing OEMs to choose the competition instead?”

How do you know SEE have the best technology? Don’t tell me because CB said so…

Https://corporate.tobii.com/newsroom/press-releases?s=interim-report-third-quarter-2024-net-sales-growth-and-cost-reductions-improve-ebit-b38b5bfa

”The first OEM to integrate our single-camera solution (SCDO) into passenger cars, a premium German automaker.”

Smart Eye is DMS supplier for the new Mercedes platform.

BMW iX3:

https://www.linkedin.com/posts/adriancapata_it-has-taken-me-four-years-to-write-this-activity-7374027977652785152-Nind?utm_medium=ios_app&rcm=ACoAAApaTqwBL5iMJhIZLDW8zQRfv7lwngMJWJ8&utm_source=social_share_send&utm_campaign=copy_link

Https://www.smarteye.se/wp-content/uploads/2024/12/CES-2025-Collateral_DMS-Nissan.pdf

@Escovido, based on your personal experience as a Tier 1 software supplier in the automotive industry?

Https://storage.mfn.se/caac512b-12e8-4620-b4fc-fdb1111df0f9/smart-eye-nominated-as-software-tier-1-for-north-american-car-manufacturer.pdf

”Smart Eye has been nominated by an existing OEM customer to deliver its DMS software for the first car model on a new Electric Vehicle Platform. This contract is the first as Software Tier-1 with this OEM.

The nomination for the first model is expected to generate a total lifetime revenue of 50 MSEK, with additional models on the same platform likely to follow.”

All the Updates? Both German premium OEMs have launched vehicles on their new platforms, and both have new suppliers for their DMS software.

MrBB ”He would be dead in the water and his credibility & career over.”

Does CB have any credibility? What kind of value do you get from his analyses?

Can you link to Euro NCAP tests for cars with Seeing Machines DMS? What is the score?

You can find the production start dates for Gentex’s DMS programs in their earnings call. There are some obvious differences between the mirrors used in the OEM programs that indicate which one is included in BMW.

Instead, ask PMG about the RFQ for the new BMW platform.

I don’t work for Tobii or Gentex. There’s a lot of information from these companies available if you do some basic research.

Gentex is HW Tier1 for the mirror, Tobii is SW Tier1 (Software sourced/managed by OEM). You can see all details listed under SOLD PROGRAMS, OEM2 6 minutes into this video about Gentex from CES: https://youtu.be/5YcAH-NPqtk?si=0zBm7u3EClvd_zoa

so, you believe that seeing machines secured the new bmw platform without making any public announcement about the product?

meanwhile, tobii promotes its new product in every press release and drops enough hints to make it clear they’ve won.

”the first oem to integrate our single-camera solution (scdo) into passenger cars, a premium german automaker, is currently undergoing ****logation testing to certify compliance with regulatory performance and safety standards.”

https://corporate.tobii.com/newsroom/press-releases?s=interim-report-third-quarter-2024-net-sales-growth-and-cost-reductions-improve-ebit-b38b5bfa

” acting as a software tier 1 provider, tobii autosense has integrated the platform into a premium european oem’s vehicle program. the program is set to run for four years, with production starting in the second half of 2025.

the platform is the result of a multi-year r&d program and marks a major inflection point for the in-cabin sensing industry. traditionally, robust in-cabin awareness required dual-system architectures. tobii autosense challenges this paradigm by delivering dms and oms through a single camera — a disruptive leap in efficiency and scalability.”

No, I can’t, the DW with BMW was included when Tobii aquired FotoNation from Xperi.

https://corporate.tobii.com/press-releases/single.html?language=en&slug=tobii-acquires-autosense-from-xperi-accelerating-path-to-leadership-in-automotive-interior-sensing-with-expected-revenues-of-msek-500-in-2028-and-plans-a-msek-300-rights-issue-3b2d2686

And if you don’t believe me, just ask PMG!

If the Aussies are too slow, the Swedes will eat their lunch.

#SadSeptember

What you are describing about two different contracts for DMS and OMS is correct for current BMW models in production.

But for the new BMW platform starting with iX3 both DMS and OMS is supplied by Tobii, using their Tobii SCDO, a single camera in the rearview mirror for both DMS and OMS. A similar setup as Magna Mirror.

The CEO is fully aware the company is a scam. 75,000 cars per quarter. Automotive break-even remains years away. The founders offloaded shares around the Q2 earnings release, while retail investors rushed in.