Member Info for Seeing2030

Tax bills need to be paid…….

We come.
Great buying opportunity for all these II that want to buy

Oooooooo, that’s naughty given the stern RNS the lat time, he must be confident Volvo have chosen the best DMS available at this time

I think the issue is we all set milestones with expectations and AIM is all about news, we continue to hit the milestones but fail miserably on the expectations.
So unless we get some company changing news for this year, licensing money for guardian V3 or aviation or indeed automotive, we could may well languish here for months.
The company is winning the contracts and making our tech moat bigger by the day and what more can we ask of them really, the market decides when it wants to invest

You should read the naked traders book, its really easy to understand for beginners.
The mms are there to make money from you and don’t hold onto shares.

You would think that they don't want the share price to go up.

It's as if the VW contract didn't happen grrrrr

https://youtu.be/6H7cdYk6Tdo

I wonder if they will keep the name once Qualcomm have arriver?

For Roy’s family please.

Sorry to hear this.

Brockw

I remember Paul being a bit perplexed about the graph, saying it wasn’t done by them, so i wouldnt read too much into it

You can have DMS from seeing machines or you can organise your own from Magna, omnivision, Ambarella or any of the other tier ones that are supplying seeing machines DMS.
With all these tier ones falling over themselves to use our three pillar strategy that fulfils any requirement and price point, remember that they are licensing it from us so in my head that makes me think our price is safe and its the licensees who will have to negotiate to make a few bucks .
Thats my thought for a sunday. Have a nice day.

Was the seeing machines Qualcomm demo in private? Can’t find any utubes on it

That isn’t a straight sum as there are one off engineering payments included in the 2,3m.
I think we need to focus on the next year or two not the next 10 when we’re selling 75m a year,
No one believes we will be a public company by then anyway so why worry??

I also think you’re forgetting that OEM want upwards of 40 features included on the chip including seat belt notification, this will save money on sensors in the car seats, thats only one saving the OEM will get from using our chip. We have also been told the more features the higher cost of the chip. The OEM must have DMS by law and as suggested we are the only game in town, who has the leverage?

Brockw

I can’t find any evidence of mobileye loosing margins on their $45 chip and in fact the margins increased by 2%

The automotive industry can now transition from 1 and 2MP to 5MP with our new RGB-IR BSI global shutter sensor, and they only need one camera instead of two for simultaneous driver and occupant monitoring systems, reducing complexity, cost and space,” said Andy Hanvey, director of automotive marketing at OMNIVISION. “We anticipate high demand for the OX05B1S and have already been awarded OEM projects. Most importantly, we developed it with strong ecosystem partner support, working with companies such as Seeing Machines, to enable a complete, seamless solution for automotive OEMs.”

https://www.businesswire.com/news/home/20220105005061/en/OMNIVISION-Unveils-Automotive-Industry’s-First-5MP-RGB-IR-Global-Shutter-Sensor-for-In-Cabin-Monitoring-Systems?utm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork

We used to work with them?

AR HUD 2.0
Panasonic's first vehicle-installed Augmented Reality HUD 2.0 with incorporated proprietary eye tracking technology via an IR camera that customizes the real-world roadway data into the field of view of a driver.

https://news.panasonic.com/global/press/data/2022/01/en220105-6/en220105-6.html

We can’t win them all, but the volvo chief product officer said yesterday that they want to work with the best companies to give their customers the best experience possible. If smarteye is the best in their opinion then it is, but I think its more like two pairs.
Colin also said his guesses may be wrong.

This AM?

Fully integrated system across all vehicles, working with all OEM, Volvo must’ve ditched Nvidia, Renault must’ve ditched smarteye, another design win delayed haha. This is gonna be so big, $13bn in pipeline and they’re only getting started. He is such a great CEO, he knows the business inside out and is clearly veery excited about the future in automotive which is growing organically.