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Details of the driver monitoring systems strategy for Stellantis are now starting to emerge. Shown is the DS Automobiles #DS8 and #DS7, both with DMS on the steering column, and evidently using two different algorithm vendors. Based on the illumination strategies seen, the DS 8 is assumed to be Seeing Machines, and the DS 7 assumed to be Smart Eye.

What is new is that two different models within the same brand (DS) have adopted different suppliers. This could be indicative of the Stellantis group #strategy as a whole, in that DMS adoption for each brand is not ALL Smart Eye or ALL Seeing Machines, but that the final decision is made by the OEM on a model-by-model basis based on a series of criteria.

This again reinforces the role of quarterly delivery numbers to validate the relative success of the two suppliers in actually getting vehicles on the road, rather than relying on PR announcements of "design wins." The Stellantis brands collectively sold almost two million cars in Europe in 2024, and will have a major impact on the Seeing Machines and Smart Eye totals in 2026 as the #distraction warning mandate for #GSR takes effect.

Still cheap & Mitsubishi saw value in paying 4.09p a share ! This will go a lot higher …

Mitsubishi Electric Mobility at a price of 4.09 pence per New Ordinary Share, raising gross proceeds of approximately £26.2 million (US$32.8) million (the "Placing")

The Safety Impact of Speed Limit Compliance. fascinating reading from Waymo - Helping building trust in new technology by bringing evidence in advancing road safety

Trent Victor , it is encouraging to see new mobility players with a steong safety focus in the services they deliver

https://lnkd.in/dzhcCy7M

Wow Chris100 , I can just about see that but how the hell did you spot it ?? FairPlay great research work buddy 👍

Seeing Machines Ltd’s Guardian Generation 3 driver safety technology will be in front of major European truck, bus and car manufacturers as part of a referral agreement

https://lnkd.in/gR3wYgEa

I find the interviews Paul does as very intriguing & often gives us a look into the future.

This will break through 3p in the next few days & we’ll be looking at 5p soon upon KPIs.

If you haven’t loaded up yet then it’s a gift at under 3p.

Mitsubishi are going to contract SEE with the installation of GEN 3 in their own fleet! This could be huge for once !

This is a great & hugely significant comment from : Marc Vrecko CEO of Valeo Brains Division on SEE partnership with Mitsubishi.

Go go go Seeing Machines !

Proud at Valeo Brain of our partnership, Paul and team !

https://www.linkedin.com/posts/adas-autonomous-vehicle-international_ai-mitsubishi-meaa-activity-7345441872787521538-Qhic?utm_source=share&utm_medium=member_ios&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs

Monday RNS means plenty of days this week to blow the barn days wide open!

A maturing partnership with real strategic alignment

• They started with Mitsubishi Electric Automotive America earlier this year (Feb 2025), now expanding into Mitsubishi Electric Europe. That suggests the initial results were positive enough for Mitsubishi to scale up the relationship — a very promising sign.

✅ Mitsubishi’s trust in Seeing Machines’ tech

• Mitsubishi is a highly respected global brand with a reputation to protect. The fact that they keep expanding partnerships with Seeing Machines is a big validation of Guardian’s capabilities and market readiness.

✅ Potential stepping stone to deeper integration

• These “referral” and “distributor” partnerships can be the first stage in a roadmap that might move toward:

• Joint development of new products

• Co-branded offerings

• Or even Seeing Machines’ technology becoming a default module within Mitsubishi’s own product ecosystem (particularly for factory-fit DMS).

✅ Signals a larger strategic opportunity with Mitsubishi Electric Mobility

• Mitsubishi Electric Mobility is one of the world’s leading Tier 1 automotive suppliers. If Seeing Machines proves out with the Guardian aftermarket sales, there’s a realistic path for the DMS to be bundled in Mitsubishi’s Tier 1 supply chain to OEM truck/bus makers. That could deliver huge volumes — potentially millions of vehicles over time.

✅ M&A possibilities (longer-term)

• While no one’s announcing an acquisition today, the closer these companies work together, the more Mitsubishi could see Seeing Machines as a logical bolt-on acquisition if they want to lock in the tech. It’s too early to say definitively, but the repeated collaborations suggest that scenario is not out of the question.

From ChatGPT

Looking more likely need the share price to get to 10p first though before any bids.

Hi Chris & Whatif quick question

Do we know if the two Led sensors are SEE tech ? Obviously 100% certain this is the case with the mirror intergration but what about the two flashing pods on steering wheels ?

Hey Chris clearly visible, another great spot mate 👍

Exactly three weeks ago, the PreDrive event of our first #NeueKlasse model came to an end. Selected journalists could test iX3 prototype vehicles on different driving courses and they could also experience our new Panoramic iDrive – both while driving and in a dedicated workshop.

I was incredibly proud of my whole development team when seeing the reactions of the journalists upon their first real-world interaction with our new system. The feedback was overwhelmingly positive! Achieving that while we are still refining the software for BMW Operating System X in the upcoming months before the market launch is was an incredible feat. Behind the BMW Panoramic iDrive was mentioned in 85 percent of the media coverage, and was praised for intuitive control, quality, and configuration of the displays, as well as good visibility and readability.

https://www.linkedin.com/posts/stephan-durach_neueklasse-bmwgroup-neueklasse-activity-7344288433659387904-R8SM?utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_source=social_share_send&utm_campaign=copy_link

What opportunity this presents for Seeing Machines

✅ Potential for a deep, long-lasting partnership

• If Seeing Machines proves itself technically and culturally aligned, Mitsubishi Electric could become a long-term strategic customer and channel partner, opening doors to a large installed base.

✅ Access to the Mitsubishi ecosystem

• A successful pilot with MEAA might lead to introductions to other Mitsubishi businesses (Mitsubishi Fuso trucks, Mitsubishi Motors, etc.) — a significant multiplier effect.

✅ Scale + brand endorsement

• Being able to say “validated by Mitsubishi” is a powerful credential for winning other fleet and OEM business in North America and even globally.

✅ High barriers to entry for competitors

• Once Seeing Machines is integrated into Mitsubishi’s processes and trust networks, it becomes difficult for rivals to displace them.

✅ Pathway to regional dominance

• Leveraging MEAA’s local North American channels and support could help Seeing Machines overcome challenges of breaking into a large, mature US market.

How Mitsubishi typically operates

Japanese conglomerates like Mitsubishi Electric tend to operate with these characteristics when engaging smaller technology partners:

1️⃣ Long-term relationship focus

• Japanese corporates place huge value on trust, reliability, and consistent quality.

• They usually start with small trials or pilots (like this one) and, if successful, scale steadily but predictably.

2️⃣ Rigorous technical validation

• They will carefully test and stress technology before any large-scale rollout.

• Pilots are often highly detailed, with a methodical review process afterward.

3️⃣ Layered decision-making

• Even after a successful pilot, commercial approval often needs to pass through multiple committees and internal champions.

• This can take time, but once committed, Japanese companies tend to stay loyal to chosen suppliers.

4️⃣ Integration with group companies

• Mitsubishi Electric is part of the broader Mitsubishi keiretsu (industrial group).

• If Guardian Generation 3 proves itself, Mitsubishi could potentially help Seeing Machines expand to other Mitsubishi divisions (e.g., trucks, construction equipment, rail systems).

5️⃣ Preference for stable, incremental rollout

• They dislike “big bang” risky launches. Instead, they will likely deploy Guardian Generation 3 in phases, scaling steadily while ensuring robust service and support.

. In fact, this is just one of several trials we are currently running in the region, representing a total near-term market opportunity of over 18,000 vehicles across a range of transport and logistics companies."

From ChatGPT:

Why This Could Be Accumulation:

1. Size vs Market Norms:

• SEE typically trades in much smaller volumes throughout the day.

• A 30 million trade is highly unusual and far exceeds average daily liquidity.

• Such trades are rarely retail – likely institutional or high-net-worth involvement.

2. Marked as “Sell” but Likely a Cross Trade:

• Despite being flagged a “Sell”, this could be a cross trade or a negotiated transfer between two brokers, often done off-book.

• This can facilitate accumulation without disrupting the open market price significantly.

3. Pricing Insight:

• Trade occurred at 2.75p, just below ask (2.83p) but above bid (2.69p) at the time – indicating the seller got a decent price, and a buyer was willing to pay a premium.

• Supports the idea of deliberate, non-panic selling and strong buyer interest.

#SDV: 3D-Sensing for In-Cabin Monitoring

Date & Time: Jun 26, 2025 17:00

Timothy Edwards, co-founder of Seeing Machines, and Colin Barnden, principal analyst at Semicast Research, on technologies and opportunities in #SoftwareDefinedVehicles (SDV) and 3D-Sensing for In-Cabin Monitoring. The interview will be moderated by Bolaji Ojo, editor-in-chief of TechSplicit

https://lnkd.in/eRm-jKAB

I know it’s just a comment from Valeo but looks like validation that we are involved & connected.

James Hoski... • 3rd+

18h.••

Pizzaiolo at Phoenix Wood F...

Congrats - Seeing machines on the road with this tech in them makes me feel a lot safer:)

Like 0 4 Reply 1

Valeo

Valeo Author

17h.••

1,569,056 followers

That's what it's all about, safer mobility b

Like o

6

Reply

https://www.linkedin.com/posts/valeo_what-an-achievement-weve-just-won-new-activity-7343552337275215873-nArC?utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_source=social_share_send&utm_campaign=copy_link

Colin Barnden (Semicast Research)

• Describes Smart Safety 360 as a real “game changer”—combining ADAS + DMS + automated parking—likely using Seeing Machines DMS via Asaphus, along with Mobileye tech