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General Motors President Mark Reuss discusses the automakers first-ever electric vehicle, the Silverado RST pickup truck, supply chain challenges, the ongoing chip shortage, and demand for vehicles amid rising inflation. He speaks to Bloomberg's Matt Miller at GM's proving grounds in Michigan. (Source: Bloomberg)

https://www.bloomberg.com/news/videos/2022-09-30/gm-s-reuss-says-vehicle-demand-still-strong-video

Another one for Lewbos chart..

GM will debut an all-new third generation for the GMC Acadia crossover with the upcoming 2024 model year, introducing a long list of important updates and changes. Now, GM Authority has learned that these changes will include the option to equip the GM Super Cruise system.

https://gmauthority.com/blog/2022/09/next-gen-gmc-acadia-to-get-super-cruise-exclusive/

I think I read last years turnover was $1.4b? How can you make a loss on that? Must be a tax loss thing? How much was paid to Intel per Year?

2023 BMW XM Safety

According to the automaker, the XM will be the most safety tech-laden M vehicle ever to leave BMW’s factory. Standard tech includes:

BMW Driving Assistant
Driver monitoring
Speed Limit Assist
Available tech comes in the Driving Assistant Professional package, which includes adaptive cruise control, lane-centering assistance, and more. BMW says the system works together to provide semi-automated driving on select roads.

2023 BMW XM Technology

The XM comes with a large, curved touchscreen and digital gauge cluster powered by the latest BMW iDrive 8 infotainment system. It offers XM-specific features with progressive shift lights in the cluster, a digital scale, and detailed vehicle performance metrics. The SUV’s ambient interior lighting changes colors with select drive modes, and BMW says the lights flash to alert the driver to incoming calls and notifications. The XM also comes with electric display modes that allow the driver to view the current state of charge, battery and electric system output, and more. A head-up display is also standard and provides M-specific vehicle information alongside speed and other data.
https://www.jdpower.com/cars/new-car-previews/2023-bmw-xm-preview?make=BMW&model=XM

The 6th and we not named one still…

The 2023 Corsair will be the sixth vehicle in Ford’s lineup to offer the system and only the second Lincoln model, following the brand’s flagship Navigator SUV. With the expansion of the system — branded as ActiveGlide for Lincoln and BlueCruise for Ford — the Corsair will be the lowest-priced vehicle in the company to offer the technology.

Around 66 per cent or 358 of 542 Indian pilots who took part in a recent survey on fatigue triggering "daytime sleepiness" admitted to dozing off in the ****pit without alerting their fellow crew members or experiencing microsleep episodes while on the job. The survey measured their fatigue levels on the Epworth Sleepiness Scale, and the prominent reason is primarily due to extreme fatigue.

The non-profit organisation Safety Matters Foundation conducted the survey, which included Indian pilots flying to regional and domestic destinations within four hours. It was discovered that approximately 54 per cent of pilots suffer from severe excessive daytime sleepiness, while 41 per cent experience moderate daytime sleepiness.

Fatigue was identified as one of the primary causes of aeroplane accidents, as is pilots' inability to cope with the pressures of their jobs. Timings for most pilots have increased as companies seek to work with less-than-sufficient workforces, as per the reports of The Times Of India.

Previously, pilots were required to fly 30 hours per week; now, they must fly back-to-back once per week, putting additional strain on the workforce and leading to increased fatigue.

According to the study, overwork and having to fly back-to-back morning flights, which required getting up as early as 2 am, were the most common causes of falling asleep in the ****pit.
https://thelogicalindian.com/amp/trending/indian-pilots-doze-off-in-****pit-without-alerting-fellow-crew-members-37662

Sure Qualcomm we’re saying per car could be $2000 to them recently and our slice is a fraction of that.

But all a numbers game. I would expect SEE to be .75%~1.5% of that figure per car so could be up to $450m or as low as $225m atm. With Qualcomm winning $1b a week last 2 months then it starts getting very juicy.

Qualcomm seem to have a clear plan with a system that goes from top to bottom & could be way ahead of the competition with a solution for the OEMs. That ticks all the boxes.

We just need to know what our slide if the pie is b4 we can start rubbing our hands. Mr market seems clueless still on the DMS/OMS business but like Apple the markets will click soon enough Iam sure….

The reason why Qualcomm can gain an advantage in the field of smart ****pits is mainly due to its long-term accumulation in the field of smartphones. The scenarios and computing requirements of the smart ****pit are essentially the same as the scenarios and computing requirements of smartphones.

For chip giants such as NXP and Nvidia, they have either been engaged in the research and development of automotive chips before, or are good at related products of server and PC chips, so there is a lack of NOW-HOW on smart ****pit chips. The more important problem is that since the annual shipment of automobiles is only about 6 million units, it is far from enough to dilute the cost of chip research and development and production, which also makes the corresponding enterprises lack development motivation.

Why do car companies choose Qualcomm Snapdragon 8155?

Shen Hui, founder, chairman and CEO of WM Motor, believes, "The advantage of Qualcomm Snapdragon 8155 is that it is an ARM processor architecture and has a mature adaptation to the Android system. At present, almost all car systems are also based on the Android architecture. The Qualcomm Snapdragon 8155 has risen rapidly with the adaptability of the chip and the system, as well as the openness and richness of the software."
https://inf.news/en/auto/31912fde70d416e0c059f1baeacf99fe.html

Chip demand for driving safety is poised to enter a period of rapid growth as many countries are introducing regulations requiring installation of related safety systems, including driver monitoring systems (DMS), in new vehicles, according to industry sources.

Regulations often bring restrictions to industry players, but in the field of automotive electronics, shipments for many new applications are being stoked by policy requirements, especially those associated with driving safety, the sources said.

ADAS (advanced driver assistance system) is expected to be further extended to general vehicles, and DMS (driver monitoring system) will also join the next wave of rapidly growing new applications, the sources continued.

Many research institutions have reported that demand for in-vehicle lens modules has entered a rapid growth period since the start of 2022 and may double in the next three years, with DMS as a new application to see the fastest penetration rate in the years ahead.

Industry sources pointed out that to further ensure driving safety in Europe, their latest regulations clearly stipulate that DMS will become a standard requirement for new vehicles in 2025-2026. This means that each vehicle must be fitted with at least one lens module in the driver seat, and therefore many carmakers are actively looking for suitable devices to carry out tests and designs.

How did the Chevy Silverado Become the Second Best-Selling Truck?
Get ready to see more Chevy Silverado trucks on the road. In new sales figures for the first half of 2022 Chevy is trouncing the competition and gaining on the traditional sales leader Ford for new truck sales. The Chevy Silverado is now the second-best selling new full-sized truck in America. Ford keeps its No. 1 sales spot with the F-150, but Chevy is gaining. So far in 2022, Chevy has sold 261,828 Silverado trucks.
Interestingly, combined with the 118,938 GMC Sierra trucks sold in the first half of the year, GM is now the top seller of full-sized trucks.
https://www.motorbiscuit.com/how-did-the-chevy-silverado-become-the-second-best-selling-truck/

Wonder if anyone thinking of buying will pounce now while £/$ collapses? Saving $400m on a $2b buyout must be on some Companies minds?

Pound crashes to $1.03 against the dollar. Have the Tories wrecked the UK economy?
The Conservative Party likes to be thought of as the party of fiscal responsibility, but that reputation is lying in tatters.

First, they gave us Brexit, which hurt trading arrangements, increased red tape and discouraged immigration to the UK. Now the markets have reacted to their shameless budget for the rich by kicking the sh*te out of the pound and increasing UK government bond interest rates.

https://sluggerotoole.com/2022/09/26/pound-crashes-to-1-03-against-the-dollar-have-the-tories-wrecked-the-uk-economy/

Australia’s crash tester, ANCAP, will replace its current 2020-22 test protocols with a tougher new regime from January 2023. It will still smash cars into deformable barriers, but there’s a growing array of extra hoops for brands to leap through.

The new protocols, shared with Euro NCAP, will introduce both new and updated tests, with a focus on active safety features designed to mitigate the accident in the first place.

As with the current system, the overall vehicle rating will take into account four main areas: Adult occupant protection, child occupant protection, vulnerable road-user protection, and safety assist features.

Updates to existing test areas

Several existing assessment areas will also be “enhanced”, including:

Greater focus on vehicle-to-vehicle compatibility, introducing a potential 8.00 point penalty compared with the current 4.00 point penalty
A 10 per cent increase to the star rating thresholds for Vulnerable Road User Protection
The assessment of driver monitoring systems to manage driver inattention and fatigue
An expansion of AEB test scenarios to include more night-time tests and child pedestrian avoidance tests when a vehicle is in reverse.

https://www.carexpert.com.au/car-news/heres-how-ancap-is-making-crash-tests-harder-from-2023

Cat's New 789 Mining Truck: Bigger Payload, More Power, Less Fuel

Visibility is improved with wide-angle mirrors and the bird’s eye view offered by Cat Vision 360. The 360-degree surround view camera has object detection to alert operators to hazards. Part of the MineStar suite of solutions, the available driver safety system alerts the operator if fatigue or distraction is detected.

https://www.equipmentworld.com/equipment/heavy-equipment/off-road-trucks/article/15297082/cat-789-mining-truck-delivers-more-payload-more-fuel-efficiency

Changan Unveils the New 2023 Raeton Plus in China

The new Raeton Plus is also equipped with facial recognition system which is able to identify the driver after boarding and can also automatically adjust the position of the seat, light and other equipment. Other equipment include driver fatigue monitoring system, 360 degree driving recorder, internal adaptive cruise control, panoramic camera and wireless mobile charging.

https://carspiritpk.com/changan-unveils-the-new-2023-raeton-plus-in-china/

here's a lot of buyer interest in the electric Hummer now being offered by Chevrolet. But there's limited capacity to build them, and now General Motors has stopped taking orders for the massive EV.

Between January and June, GM reported it delivered fewer than 400 of the pickup version of the Hummer. It plans to start deliveries of the SUV version in spring 2023. It currently has reservations for about 45,000 of the pickups and about 45,000 of the SUV.
"We're excited to say this incredible demand has led to Hummer EV reservations being fully booked at this time," said a statement from the company.
GM could not say how long it will take to deliver all these pre-ordered 90,000 Hummers, but this is yet another sign that as traditional automakers move to ramp up sales and production of their EV offerings, there is far more demand for them than supply.

https://edition.cnn.com/2022/09/22/business/gm-hummer-ev

Perhaps the most startling were two Cadillacs in addition to the Lyriq—since a midsize luxury electric SUV wasn’t a surprise even then. The first was a massive, square, Escalade-like three-row SUV (unnamed), about which we’ve heard nothing more since.

The other was a large, low, sleek fastback sedan called the Celestiq. Very long, very wide, the Celestiq is to serve as a new flagship and halo vehicle for GM’s global luxury brand. It will be hand-built, with a degree of customization Cadillac has never offered. According to GM Product Chief Mark Reuss, it will also be the first vehicle fitted with Ultra Cruise, GM’s next generation of autonomous driving system following its current hands-off Super Cruise highway system

https://chargedevs.com/features/cadillacs-ambitious-move-to-an-all-electric-luxury-brand-by-2030/

90 Companies on the slide, including SEE & also about 60 OEMs

Was $19b in last 2 months added Another $11b to $30b. Nearly $1b week added is unbelievable.

We just need to announce what slice we get?

Renault Claims To Accomplish EV Goals Well In Advance

Recently, Qualcomm Inc (NASDAQ: QCOM), Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google joined hands to design an in-vehicle experience for Renault's next-generation electric vehicle, the new Mégane E-TECH Electric.

Renault Group will utilize Qualcomm's 3rd Generation Snapdragon Automotive ****pit Platforms to power the vehicle's technically advanced infotainment system. The Mégane E-TECH Electric will come equipped with built-in Google apps and services.

Qualcomm has a dominant position in the chipset market with more than 80% market share. The strong product portfolio and partnerships with major tier-1 suppliers and automakers are all helping Qualcomm. And now, Qualcomm is offering complete solutions for automotive digital transformation starting with hardware and extending to cloud services with the Snapdragon Digital Chassis. This one-stop solution is helping ecosystem players reduce time to market and be more competitive.

MediaTek and Samsung launched 5G solutions last year. As the automotive sector is gradually adopting 5G connectivity, we expect MediaTek and Samsung to increase their market share in 5G automotive connectivity. However, they will likely require a more concerted effort to substantially grow their share and benefit from greater economies of scale.”

https://www.counterpointresearch.com/automotive-connectivity-market-h1-2022/