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Very Interesting:

Looks very much like our SEE (DMS) in the video but as we know it's down to the OEM's to choose what type of DMS they want integrated in the Qualcomm Snapdragon Chip

Great for SEE having Collins sign all these new contracts

https://www.prnewswire.com/news-releases/rtxs-collins-aerospace-business-signs-mro-agreement-with-envoy-airlines-301856148.html

An exciting first day at the #ParisAirshow. Great to meet with Troy Brunk Nathan Boelkins and all of the Collins Aerospace team and to see the Concept Flight Deck on display with Seeing Machines tech intergrated.

https://www.linkedin.com/posts/troy-brunk_parisairshow-activity-7076559215380598784-v_1I?utm_source=share&utm_medium=member_ios

Not sure how groundbreaking this is & whether it’s a deal breaker for OEM’s ?

We are excited to unveil ground-breaking new Driver Monitoring System (DMS) metrics at InCabin Brussels 2023! https://hubs.ly/Q01V3Vsg0

The new capabilities analyze multiple physiological signals to remotely monitor heart and respiration rates. This capability can prove life-saving in situations where a driver experiences unforeseen health conditions, such as heart attacks or seizures 💗 📈

The advanced methods used, including rPPG and micro movement analysis, let our software detect even the subtlest physiological changes in real-time. Highly requested by the #automotive industry, this #technology offers OEMs an opportunity to proactively address health emergencies and ensure safer road experiences 🚗 🛣️

I don't see the likes of Collins Aerospace & Magna have the same concerns, investing millions into SEE & looking to integrate our tech in the future of aviation & automotive!

This as a great collaboration which did not cost SEE a penny, unlike Smart Eye who went down the acquisition route and overpaid in the height of the tech boom, buying Affectiva for $73.5M & still yet to generate any positive ROI on it!

SEE are more savvy partnering up and collaborating with the best in class, let's hope it pays off soon for us!

By integrating Devant’s human-centric synthetic data into its systems, Seeing Machines can recognise several benefits. First and foremost, the flexible and customisable nature of synthetic data, means that Seeing Machines can meet the demand for more capable in-cabin monitoring systems while still upholding the stringent real world performance expectations.

Synthetic data also has the potential to remove much of the slow and expensive real world data collection activities, which often dominate in-cabin product development efforts. Instead, computer generated data generated by Devant, increases the ease of access to the exact data required. In many cases, synthetic data also provides information that would otherwise be impossible to attain safely, or at all, by real-world recording means.

Capable of generating higher volumes of granular human-centric synthetic data, Devant enables greater training of machine learning networks, which in turns supports more advanced functionality. As the understanding of driver states and associated safety risks advances, the availability of extensive synthetic data opens doors to the development of more comprehensive networks. Looking ahead, Driver Monitoring Systems (DMS) are poised to detect a broad spectrum of driver impairments, including alcohol or drug intoxication, as well as various medical conditions.

Creating a gold-standard synthetic validation data platform

In partnership, Seeing Machines and Devant are jointly working on a platform that delivers synthetic validation data. This platform, known as the NCAP Validation Service, is being developed to establish a gold standard in the automotive industry. Its primary objective is to facilitate the rapid and seamless compliance of new vehicles with NCAP tests and diverse regulatory mandates. By introducing this innovative service, not only will OEMs and Tier 1 suppliers gain significant advantages, but it will also provide invaluable assistance to regulators in upholding stringent vehicle safety protocols.

A must read, very interesting :

https://www.devant.ai/news/devant-and-seeing-machines-join-forces-to-enhance-transport-safety

Which news will drop first ?

Well the deal is done !! Is this the possible 330 planes that was discussed in the infamous Italian Job & now risen to 500 ?

Indian carrier IndiGo has made a record order for 500 Airbus A320 aircraft - the largest single purchase agreement by any airline in commercial aviation history.

The deal, announced on the first day of the Paris Airshow, is worth roughly $55bn before any bulk-order discounts.

https://www.bbc.co.uk/news/world-asia-india-65952879

omnivision adds two new products to its broad family of global shutter sensors for automotive in-cabin applications

the new ox02c1s and ox01h1b sensors feature a small 2.2-micron pixel with world-leading qe, mtf and low power for driver and occupant monitoring.

santa clara, calif.--(business wire)--omnivision, a leading global developer of semiconductor solutions, including advanced digital imaging, analog and touch & display technology, today announced two new additions to its industry-leading nyxel® near-infrared (nir) technology family: the ox02c1s, a 2.5-megapixel (mp) rgb-ir bsi global shutter (gs) sensor for in-cabin driver and occupant monitoring systems (dms and oms); and the ox01h1b, a 1.5mp mono (ir) gs sensor for driver monitoring systems (dms). with a pixel size of just 2.2 microns (µm), both new sensors feature industry-leading nir quantum efficiency (qe) at 36%, a significant increase in modulation transfer function (mtf) over the previous 3.0 µm fsi gs pixel design, and extremely low power consumption for the highest-performance capabilities.

as the automotive industry rapidly mandates advanced in-cabin sensing applications to increase driver and passenger safety, omnivision is expanding its product portfolio to provide automotive oems with more options and flexibility in their designs,” said paul wu, automotive product marketing manager, omnivision. “our ox02c1s and ox01h1b sensors are the newest additions to our in-cabin solutions portfolio, with the same features as the 5mp ox05b1s gs sensor that we have introduced during the consumer electronics show in 2022. all three sensors share the same pixel technology, so it’s a seamless process for automotive oems to incorporate any combination of them as solutions in their full line-up, from high-end to mainstream vehicles.“

colin barnden, principal analyst at semicast research, commented, “the cmos image sensor market for automotive dms and oms can be divided into three distinct segments: digital ****pit, automated driving and ncap/gsr (new car assessment program/general safety regulation) compliance. performance requirements differ significantly for each. designers must also consider sensor location, including rear-view mirror, steering column and center console. with the new ox02c1s and ox01h1b sensors, and existing ox05b1s, omnivision provides automakers with solutions for the total market.”

https://www.businesswire.com/news/home/20230619176158/en/omnivision-adds-two-new-products-to-its-broad-family-of-global-shutter-sensors-for-automotive-in-cabin-applications

i like this bit:

we are working together to develop scalable eye-tracking and fatigue-monitoring solutions for use across the aviation industry. these solutions will maintain pilot privacy and also improve safety and efficiency in both new and existing ****pits

This could be great timing for SEE !!

WASHINGTON — Raytheon Technologies, the world’s second largest defense contractor by revenue, is reorganizing Collins Aerospace, giving its subsidiary a greater volume of work related to Joint All-Domain Command and Control.

The shuffle, effective July 1, will shift 4,700 positions and $2.7 billion in business to Collins, which will also continue its commercial aviation programs. Leadership at Collins is not expected to change.

The company will absorb from Raytheon’s intelligence and space and missiles and defense divisions work supporting autonomous systems, command and control, networking and connectivity, protected communications and battle management. The move was previously teased in a fiscal 2023 first-quarter earnings call.

Collins President Steve Timm told C4ISRNET the realignment will take better advantage of the company’s existing “commercial and military expertise” to expand on and develop new technologies that will aid the realization of JADC2, a multibillion-dollar Pentagon affair.

“The integration of these capabilities can be challenging,” Timm said, “and our new structure brings together the best talent we have into one organization to focus on providing solutions for our customers at speed.”

https://www.c4isrnet.com/industry/2023/06/19/raytheon-injecting-collins-aerospace-unit-with-27-billion-jadc2-jolt/

Stifel - Broker

I find that they distinctly average to the point of not caring about SEE.

All their broker notes are blocked for individual investors so we get more out of Cenkos than them. I wonder why SEE chose them & what are they doing to add value ?! They are promoting a conference that isn't even on the google pages, so either super selective invitation or completely useless at marketing which I doubt.

4th Stifel Annual International Technology Conference

Can't find Stifel even promoting this anywhere & not even a link from their website ? Who else is attending, be good to gauge the other tech companies presenting ?

What work ? Where it’s the proof?

A few CEO’s are trying their luck in Middle East !

The UAE, Qatar and Saudi Arabia are making giant strides in both outward and inward investments. For decades, these nations have handed colossal sums for Western investors to invest in overseas markets on their behalf.

Times have changed. The Middle East now has countless of its own investment firms, each more than capable of directing capital as they see fit. They have their own, fast growing stock exchanges, reducing reliance on international markets, while keeping investment in the region.

https://www.linkedin.com/posts/matthew-moulding_middleeast-dubai-ambition-activity-7075065046711574528-oHls?utm_source=share&utm_medium=member_ios

From Alexander Robertson )ex SEE

#Aviation weekly digest:

The International Paris Air Show starts next week after a four-year absence, with major order announcements expected.

https://www.linkedin.com/posts/alexandersrobinson_aviation-aerospace-pilottraining-activity-7075688010939301888-Vv5D?utm_source=share&utm_medium=member_ios

Thanks Terry :

SEE now have the Collins Aerospace contract win to also brag about in NYC.

I’ll be attending the Stifel investor conference in NYC next week. The interest in our company is amazing and greatly appreciated, the card is 100% full on the day. If interested I have just 2 or 3 available options to meet Wednesday afternoon or early Thursday. Please let me know via email if interested.

Otherwise look out for content from our own Mike Lenné’s talk at InCabin Brussels. Also Pat Nolan on the latest opportunity in Aviation and the recently announced agreement with Collins at the Paris Airshow.

https://www.linkedin.com/posts/paulamcglone_ill-be-attending-the-stifel-investor-conference-activity-7075460512888586241-OjlA?utm_source=share&utm_medium=member_ios

This is still significant news if Amberella are using DMS from SEE.

This seems very likely following the announcements of closer collaborations from SEE & Amberella during CES 2023.

Whether this moves the needle & how we earn licence fees from this potential deal is anyone's guess.

We are rapidly transitioning to software-defined vehicles, which requires a dedicated worldwide team to develop the infrastructure of our upcoming MB.OS and chip-to-cloud architecture. That team is beginning to see the fruits of our labor in our new #EClass as we integrate even more evolved multimedia, driver assistance and vehicle electronics via software.

Third-Party Integration

We’re excited that our in-house developed platform now enables our partners to seamlessly integrate their software solutions into our vehicles. Our new software compatibility layer allows the installation of third-party Android apps, which not only opens your Mercedes up to thousands of existing useful and dynamic applications but also adds the ability to run them natively on Mercedes hardware.

For instance, the copilot can access dynamic video content on their own electronically switched screen, because the software recognises when the driver is looking at it and blocks their ability to view the screen while the car is moving. To do this, we combine a camera-based lock with a dual-backlight display triggered by seat occupancy, which allows front passengers to use the touch display while the display is darkened from the driver's point of view only. The camera also monitors the driver's eyes, and the brightness of the passenger screen is further reduced if they look at it. That same camera even lets the driver use the E-Class as a mobile office and jump on videoconferences when parked.

Additionally, we’ve enhanced the in-car audio-visual experience with software-synchronized immersive spatial sound, fast streaming media and low-voltage interior lighting. Our algorithm analyses audio signals based on frequency and direction, then matches lighting to the beat in real time, from any sound source. It’s like experiencing the most popular DJ in the ultimate discotheque while you drive — a perfect harmony of aural, visual and haptic.

https://www.linkedin.com/pulse/why-new-e-class-matters-magnus-%25C3%25B6stberg/?trackingId=NkIpkNoZSrGM2CgBsNgiDQ%3D%3D