Member Info for Seizetheday

Not overly bothered about this announcement by Smarteye. We know they are working with the Koreans & 2 new car models isn’t that exciting but the fanboys as usual have bought shares & it’s rallied by 4% or so.

Slight worry with them working with Gentex but if they really had a strong relationship they would have said by now. Funny how Martin Kranz said he was not worried by SEE having the rear view mirror technology but now they are copying us.

It’s time to shoot back with our canons ! SEE over to you, don’t let us down again !!

Going to need a huge number to lift this stock.

The fact that it can’t hold 4p says a lot about market expectations. We need some record numbers plus a contract win to propel us forward.

Never a good sign when we can’t even hold 4p going into a KPI update.

Hoping we blast expectations with stong production numbers but not likely with the way share price is acting.

Only slither of hope is Martin Ive believes we are heading for better times so let’s see!

Https://www.linkedin.com/posts/bennettpa_your-new-car-knows-when-you-touch-the-phone-activity-7291349813764186112-U2H6?utm_medium=ios_app&utm_source=social_share_send&utm_campaign=copy_link

Is it time to leave AIM & join Nasdaq ?

Incredible wealth creation being made for most AI companies. Feel like we are being ignored, misunderstood & played on this AIM exchange & being listed elsewhere will improve our visability & technology to the world.

PMG has said that we need a better stock performance before they consider this but will we ever get there on this exchange. Might be a thankless task !

Def due a big OEM win !

Cont;

The next slide presents data from the presentation for DMS, #OMS, and single-camera DMS+OMS (SCDO). The majority of the OEMs (10) and vehicle models (80+) are for DMS, but again it is unclear if this has aftermarket thrown in. Adding aftermarket to the totals to establish leadership in terms of vehicle models is just marketing, and the role of market analysis is to seek to normalize the numbers across suppliers to determine who leads on which specific metric. The fun and games result from the sprint to profitability for all the main DMS/CMS suppliers, each seeking to shore up investor confidence on the road to breakeven as the cash runs out.

In the Q&A Tobii called out the mirror location as key for the SCDO implementation. For SCDO Tobii is nominated as a "software tier-1" in a program award it acquired with DTS AutoSense. It is unclear why loss-making software companies seek to be nominated as a tier-1, or the logic of OEMs doing so when DMS is a primary #safety system requiring compliance with #ADDW for #GSR and influences the vehicle star rating from Euro NCAP.

At #CES the importance of the mirror location became clear, with developments from Magna, Gentex and Valeo. That is the place to watch in 2025.

Tobii has released results for 4Q24 and CY2024. Of note for #automotive #DMS is the chart showing its vehicles on road. For 2024 this topped 600K but that is cumulative and the CY24 total looks to be just over 300K. Tobii says it is "top 3" for #interiorsensing but what is missing from that analysis is a breakout of the top-line number. Tobii ships automotive product to the aftermarket (DMS software for heavy vehicles), for cabin monitoring, and has design-wins for DMS in OEM light vehicles. These numbers are clearly all lumped together, so comparisons with other suppliers of what is at production and which suppliers are leading are impossible. Tobii is at least providing totals, albeit not to the detail of Seeing Machines, but is more helpful than Smart Eye. Kudos for that.

In the Q&A Tobii highlighted 2 design-wins announced in December, but what is unclear is whether these were aftermarket DMS for heavy vehicles. No other DMS awards have recently been announced by another supplier, and #NCAP26 marks a significant uptick in requirements, so Tobii is the outlier. It says one of those awards is already in production, so for now the assumption is they were for the aftermarket and not for OEM light vehicles.

Hi Isb1974 do you have the full article or can you post it ?

I look forward to Colin B insights !

Rivian's 'hands-free' system set to come in 2025, with plans for their 'eyes-off' system to arrive in 2026...

Find out more: https://hubs.ly/Q0345_2r0

#automotive #industrynews #adas #av #handsfree #latesttech #innovation #rivian

Be incredible if we can be part of this but again almost impossible to conform with any certainty.

Rivian says other automakers 'knocking on door' about tech from VW joint venture

PALO ALTO, California, Jan 23 (Reuters) - A joint venture between U.S. electric pickup and SUV maker Rivian (RIVN.O), opens new tab and Volkswagen (VOWG_p.DE), opens new tab is in talks with other automakers about supplying their software and electrical architecture, a senior Rivian executive said on Thursday.

The German automaker agreed in November to invest $5.8 billion in the joint venture, which will integrate advanced electrical infrastructure and Rivian's software technology for both companies' future electric vehicles.

https://www.reuters.com/business/autos-transportation/rivian-says-other-automakers-knocking-door-about-tech-vw-joint-venture-2025-01-24/

Be happy if they all stop buying now !

That way we know there will be an RNS out in a week or two with hopefully a big contract win with TOYOTA in Japan 🙏

Ok … put yourselves in Martin Ives shoes. You work as a CFO in a listed company & see a big opportunity to buy shares at a discount before the company reaches profitability.

He also may think it is undervalued & can’t believe the price at the moment so naturally you buy as it’s too good an opportunity.

So if you could look under the bonnet & see the pipeline of business that’s coming our way, you would be loading up too.

Directors buying is a definite signal of intent.

🌟 Driving Innovation Together! Mitsubishi Electric Corporation is thrilled to announce a groundbreaking collaboration with Amazon Web Services (AWS) to drive innovation in AI and cloud technologies. By integrating AWS's cutting-edge generative AI and cloud capabilities with Mitsubishi Electric's Serendie™ digital platform, we're set to revolutionize digital manufacturing, smart-building solutions, and sustainable data center technologies.

This partnership enhances FLEXConnect™ by enabling smarter, more efficient systems that prioritize energy efficiency, sustainability, and optimized performance. Together, we're shaping a smarter, greener future. 🌎

Learn More: https://loom.ly/Mn0faCw

#Innovation #Sustainability #AI #CloudComputing #FLEXConnect #DigitalTransformation

here are my thoughts on the #dms #oms market following #ces2025. there seems to be about 10-15 active #rfqs in play, so lots going on under the surface and set to happen in the coming months. it isn't clear how many rfqs are new and how many relate to existing awards that have gone back to rfq/rfi. one tier-1 described to me the delays in decision making in 2024 as "unprecedented." so, no one knows, because no one knows.

what is evident is that #ncap26 is proving an earthquake for driver monitoring decision making at the oems. i have written about the new protocols previously, but the summary basically says to the oems: "now take driver monitoring seriously, or lose your five-star rating." ncap26 starts to meld #adas with dms, a trend which will become deeper with #ncap29, so oems are having to carefully consider the long-term supplier partnerships and #innovation and #technology roadmaps. out has gone the "tick-the-box" mentality of the recent past (ncap23), and in has come the serious decision making and planning which would be expected of a primary safety system which is increasingly being mandated as a #safety technology to make public roads safer. well done euro ncap!

if you were an alien visiting ces for the first time, you could be forgiven for thinking that #softwaredefinedvehicle is the only thing happening in automotive. there's two significant trends for driver monitoring; #sdv for sure, but also legacy e/e architecture. an oem can do pretty much anything for sdv (qualcomm is doing very well here in the digital ****pit), but in the coming years significant volume will still lie in legacy e/e architecture vehicles. on the timescales for ncap26 (12 months) and eu #gsr for advanced distraction warning #addw (new vehicle types now and all new vehicles in 18 months) significant decisions will have to be made to integrate dms for legacy e/e architecture.

my view remains that the timings lean toward packaged solutions which oems can drop in their vehicles, rather than tearing apart the interior of each existing model type and restyling and retooling for the image sensor, image processor, and ir optical path. the timings could imply decisions have already been made but are just not yet visible. the wildcard in all of this is the china nev makers, many of which adopted sdv using qualcomm and nvidia #socs running gbt-compliant dms software, but will be forced to adopt other solutions to meet ncap26 and addw.

the 2025 edition of semicast's market report "adas & automotive vision-based driver monitoring systems" is now available for purchase. significant segmentation of the dms/oms market is provided:

Smart Eye's CEO Sells Shares - Remains as Long-Term Owner

https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eyes-ceo-sells-shares-remains-as-long-term-owner

2020-2024 Analysis of

Insider Buys (AIM

Companies):

• A study of AIM-listed companies over five years showed:

• Stocks with insider buying outperformed the AIM All-Share

Index by 15% over 12 months.

• 70% of the companies with significant director purchases showed positive returns within 6

month

🚀Go Valeo India!🚀

Valeo India Group President Jayakumar G gives a lot of great reasons to visit us Bharat Mobility Global Expo 2025 in New Delhi!

From now until January 21, we're showcasing our latest innovations in:

🔋Electrification technologies

🚘 Advanced Driver Assistance Systems (ADAS)

💻 Software-defined vehicle solutions

✨ Lighting

🛠️ Aftermarket

Join us and discover the future of safer, smarter, and more sustainable mobility. See you there

Timothy Edwards, co-founder and Vice President of Strategy at Seeing Machines, has been instrumental in shaping the company’s direction since its inception in 2000. His strategic vision centers on leveraging advanced computer vision and artificial intelligence to enhance transport safety, particularly through driver monitoring systems (DMS).

Strategic Focus Areas:

1. Advancement of Driver Monitoring Systems (DMS): Edwards has led the development of human sensing technology aimed at improving driver safety by monitoring attention, drowsiness, and distraction. This technology is integrated into vehicles to prevent accidents caused by human error. 

2. Integration of Artificial Intelligence (AI): He is passionate about utilizing AI to enhance the safety and efficiency of human transport systems. This involves developing algorithms capable of real-time monitoring and intervention to mitigate risks associated with driver impairment. 

3. Adoption of Synthetic Data: Recognizing the challenges in acquiring diverse real-world data for training AI models, Edwards has explored the use of synthetic data to improve the development and validation of in-cabin monitoring systems. This approach aims to accelerate product development while maintaining high safety standards. 

4. Strategic Partnerships and Investments: Under Edwards’ strategic guidance, Seeing Machines has secured significant investments and collaborations, such as the £26.2 million investment from Mitsubishi Electric Mobility. This partnership is intended to accelerate the adoption of driver and occupant monitoring technologies, particularly among Japanese automotive manufacturers. 

Evidence of Strategic Plans:

• White Papers and Publications: Edwards has authored white papers detailing the company’s approach to utilizing synthetic data for product development, providing insights into the strategic direction and technological advancements pursued by Seeing Machines. 

• Public Announcements: The company’s press releases and announcements, such as the collaboration with Mitsubishi Electric Mobility, reflect the strategic initiatives led by Edwards to expand market reach and enhance product offerings. 

Through these strategic initiatives, Timothy Edwards has positioned Seeing Machines at the forefront of transport safety technology, focusing on innovation, strategic partnerships, and the integration of advanced AI solutions to achieve the company’s mission of reducing transport fatalities to zero.