Member Info for terrym

Just need a few funds to wake up to the opportunity now to give this a good shake. A couple of $100-200m RNs wins this month might be handy. That $1b in RFQs must be coming to its conclusion now surely.

Watching all the videos this Week you can see the confidence from Nick & Paul on winning a large slice of US, Europe & now China. Compare that to Martins interview, pretty deflated....

Seepee
You hit the nail on the head. If thats our current biggest competitor and compare the 2 interviews. I was half expecting Paul & Nick to do a comedy double act.

Those that bought at 11p & 11p+ recently obviously see the bigger picture.

Us bottom feeders have an opportunity to pick up shares on a 30% discount to that atm. So be rude not to :)

If Qualcomm do half aswell in Auto, with us hanging on their coat tails as they do in phones and tablets then they will clean up.

Samsung has 31/64 2022 models using Qualcomm chips. Apple is reducing but they will still supply 20% of the chips in 2023.

They should clean up in Automotive, which is already becoming clear.

Cipia seem to be the ones to watch, I know Colins a fan. But how much can they handle at the same time? Supply constraints will hold them back while Qualcomm are used to monetizing and scaling up to big numbers. Cipia will do ok brushing up the smaller contracts that SEE is too busy to look at iam sure. SEYE seemed to be content in ASIA but with Qualcomm holding our hand Iam sure we will take a bigger slice of the top end pie while Cipia nibbles at the smaller ones.

SEYE have fallen 67% in 12 months, so market seem to have sussed them out.

Watching the recent interview with Paul & Nick, they have realised now whos going to win most of the contracts & be the real King of DMS.

Just waiting patiently now for the rest of the $1b RFQs to be announced to give us a clearer picture on market share.

Best they give SEE a ring :)

The European Air Safety Agency says fatigue is one of the main factors affecting human performance and in many countries pilots are legally obliged to refuse to fly if they believe they are fatigued or at risk of becoming fatigued.

Now that everyone is getting back into work, I understand that fatigue is a potential outcome of the issues but once we are starting stabilizing the rosters we also need to take down the fatigue rate,” Váradi told pilots in the leaked video message.

“I mean we cannot run this business when every fifth person of a base reports sickness because the person is fatigued. We are all fatigued. But sometimes it is required to go the extra mile,” he continued.

https://www.paddleyourownkanoo.com/2022/06/08/wizz-air-chief-executive-suggests-pilots-should-fly-planes-while-suffering-from-fatigue/

GM has released another teaser image previewing the upcoming Cadillac Celestiq battery-electric luxury sedan.

GM is currently referring to this vehicle as the Cadillac Celestiq show car – a sign the sedan will first be shown in style-forward concept guise before the production model appears at a later date. This is the same strategy GM employed with the Cadillac Lyriq crossover, which was first shown in “show car” form in August 2020 before the automaker debuted the production-intent model roughly a year later in the summer of 2021.

As GM Authority reported previously, the Cadillac Celestiq will be hand-built in extremely limited numbers and will also be highly customizable with regard to exterior and interior colors and options. The sedan will also have a SmartGlass roof with programmable opacity levels and will be the first GM vehicle to feature the automaker’s next-generation Ultra Cruise semi-autonomous driver-assist system. Ultra Cruise is an evolution of the GM Super Cruise system that will enable full self-driving capabilities in 95 percent of all driving scenarios in the U.S. and Canada.

https://gmauthority.com/blog/2022/06/cadillac-celestiq-teased-once-again/

They werent $500m when bought though. 2017 turnover may have been $500m but Intel bought them early 2017 so only had 2016 to Dec 31st figures to go on at $358m.

31st Dec 2012 was about $40m and a loss of (-$53) yet end Dec 16 was $358m and a profit of $108m. Incredible Growth in 4 yrs though.

Iam sure after results we will have a better idea of forecasts from brokers for the next few Years.

Glandore

They had a big jump from 2016-2017 like any growing Company not unusual to hit 50-60% growth once on a roll. What do we have have? Its a similar story in my research. They were sold to Intel in early 2017 so INTEL were doing their sums in 2016 no doubt.

AUTO
2022 was always when it was going to start. How many cars will we be in Per Yr by couple years time?
The driver monitoring system market is estimated to develop at a CAGR of 7.5 percent between 2022 and 2032, reaching a worth of US$ 8,770.9 Mn by 2032.

The market for driver monitoring systems will benefit from rising demand as more strict rules require the adoption of modern technologies such as driver monitoring systems to prevent unexpected road accidents. Lidar and camera sensors remain the core technology for this system. As a result, infrared and video sensors make for around 70% of the DMS market in terms of technology type.

FLEET
This deployment started in 2020, at the Shell-operated QGC facility in Queensland, Australia, where we worked with four universities and eight contracting companies to evaluate fatigue detection devices and to find the one that performed best in testing. The basis for this project was a scientific study commissioned by Shell and other operators to review more than 100 commercially available technological systems that purported to detect fatigue or distraction in drivers.

Worked with other oil Companies so I would guess all 4/5 of them are in unity and the likes of BP & Total will be implementing similar. 20,000 Shell vehicles means many more down their individual supply chains aswell.

Once legislation kicks in and OEM Truck manufacturers are installing aswell then this will go BOOM. Dont forget no one even mentioned Caterpillar. How much will they sell? Lets see the Growth once results are in? Gone from 3,500-5000 last 2 6month periods. The next 6 months it should start and Cenkos figures mean approx 30k PA will be the norm. Although it seems low to me still. How many trucks per Year had tachos fitted when that became law i wonder?

AVIATION
The Unknown...But hell of alot planes, monitors and Simulators out there.

Once we start ramping up soon i cant see anything but positives Yr on Yr.

Glandore,
Also dont forget to look at quants and margin in the financials.

First Quarter 2017 Financial Highlights

Revenue: Total revenue for the first quarter of 2017 was $124.7 million, compared to $75.2 million in the prior-year period, representing a 66% increase. Within total revenue, original equipment manufacturing (OEM) revenue was $94.5 million, compared to $61.4 million in the prior-year period representing a 54% increase. EyeQ chip volume increased to 2,032 thousand EyeQ units, compared to 1,322 thousand units in the prior-year period. EyeQ Average Selling Price (ASP) per unit for the first quarter of 2017 was $45.1, up from $44.2 during the same period last year. The increase in OEM revenues is the result of new launches and the roll-out of Mobileye technology to more models within existing programs compared to the same quarter last year. After market (AM) revenue contributed the remaining $30.2 million of total revenue for the first quarter of 2017 compared to $13.8 million in the prior-year period representing a 188% increase. The increase in Aftermarket revenues is primarily the year-over-year effect of sequential revenue increases we experienced over the course of 2016.

Glandore

Its not all about Auto....

Fleet hardware $2000 per unit b4 any discounts
Monitoring $720 PA ( usually 3-5 yrs contracts)

If $300 profit on both = $600 yr1 + other years

Better than only $45 per unit ;)

MU – COVID-19 pandemic-led supply chain issues significantly disrupted the semiconductor industry. However, the industry is now rebounding strongly, and given semiconductors varied uses across sectors, the industry’s prospects look impressive. Against this backdrop, we think growth stocks in the semiconductor industry that currently look undervalued—Micron Technology (MU), United Microelectronics (UMC), and QUALCOMM (QCOM)—could be ideal investments now. So, let’s discuss these names.

https://stocknews.com/news/mu-umc-qcom-3-undervalued-growth-stocks-in-the-semiconductor-industry/

2024 Cadillac XT4 To Get Huge Screen And Super Cruise

Moving inside, the refreshed 2024 Cadillac XT4 will also gain a huge widescreen digital instrument panel and infotainment screen that will stretch across the vehicle dash. Once again, photos are unavailable, but a similar layout can be found on the fifth-generation Cadillac Escalade, introduced for the 2021 model year, as well as the Cadillac Lyriq.

https://gmauthority.com/blog/2022/06/2024-cadillac-xt4-to-get-huge-screen-and-super-cruise/

DMS market hits the Ocean...
It requires human monitoring but allows a degree of hands-off operation

Proponents of autonomous vehicles often point to improved efficiency as a reason for operators to hand over control. They don't just have their eyes on the road, either, as a Hyundai-built cargo ship completed a pioneering trip across the Pacific controlled by autonomous shipping technology this month. The journey was successful, especially since it saved a significant amount of fuel, reducing greenhouse gas emissions.

The voyage was made by Prism Courage, an "ultra-large" liquid natural gas tanker operated by SK Shipping built by HD Hyundai subsidiary Avikus. The tanker was equipped with the company's HiNAS 2.0 technology, a Level 2 oceanic shipping automation suite broadly analogous to the same tier of SAE autonomy in cars. It requires human monitoring but allows a degree of hands-off operation, in a ship's case automating navigation to account for weather, wave heights, and nearby shipping traffic. Like equivalent automotive systems such as GM's Super Cruise, it's not sailing itself per se, but it's doing a lot of the heavy lifting for its crew and, on its journey, proved itself capable of doing so for extended periods in a real-world environment.

https://www.thedrive.com/tech/hyundai-cargo-ship-in-the-pacific-just-made-the-first-autonomous-long-haul

MrBB

People may think your ramping but us LTH who spend hours every day researching and sniffing around for articles understand the Co, the tech, the Market etc.

£1 is great but in 2 /3 Years, why shouldn't we be worth at least what Mobileye was in 2017. Similar market share, similar turnover etc.

I will keep my forecast at 50p-£10 for now. Winning 2 or 3 Japanese OEMs though could look lke thats deramping figure.

Brock

I believe end Dec was 250k, from 125k ish 6 months previous. 340k was up to end of April or May? They didnt say?

Hopefully 400k+ by end June and 1 million by end Dec?

S2020

Thats only the 2022 list. Add on 2023 & 2024 and Boom. They also seem to bring out the models way early, so 2024 models we will see some in the next 12 months.

Brother Roy knew his stuff.

DMS from 2030 customers no doubt...

Thought flying cars were just a thing that existed in sci-fi films? Not anymore because Dubai flying taxis are coming soon.

That’s right Dubai is one step closer to having cabs hovering in the air.

Plans have been unveiled sharing intent for 35 Dubai flying taxis to begin ferrying passengers around the city in just four years time. Buckle up.

https://www.timeoutabudhabi.com/news/dubai-flying-taxis-coming-soon

Scrolling down i found myself saying
SEE
SEE
SEE
SEE
SEE
SEE
SEE
Must be 80% on this list with it in :)

Update: ‘Aiways U6,’ ‘BMW iX M60,’ ‘BYD Tang EV,’ ‘BYD Seal,’ ‘MG CyberE,’ ‘Nio ES7,’ ‘Lotus Eletre,’ ‘smart #1,’ ‘Toyota bZ4X,’ and ‘Mercedes EQB’ sections updated.

The auto industry is undergoing a paradigm shift due to the carbon neutrality goals in North America, Europe, and China, and top automakers are preparing a massive ZEV onslaught to bring down their average emissions. 2022 will be the year with the highest number of new electric car concepts, world premieres, and market launches. More than 50 production EVs are debuting or launching for customers this year, and unsurprisingly most are SUVs. Many of the new electric cars 2022 will see debuting and/or coming to the showrooms will be models designed from the outset to run solely on electric power.

https://topelectricsuv.com/featured/upcoming-electric-cars-2022-2023/

In addition, Legacy Sport and Touring XT have a driver focus mitigation system that uses an infrared camera and facial recognition technology to identify signs of distracted driving or driver fatigue. Additionally, Legacy Touring XT has a wide-angle mono camera that works in cooperation with EyeSight to identify bicyclists and pedestrians better at low-speed intersections.

https://www.automoblog.net/2023-subaru-legacy/

Stellantis expands its line of commercial vehicles: Citroen Berlingo, Peugeot Partner and Opel Combo are joined by Fiat Doblo, which has changed a generation. The novelty was unified with the Berlingo, so now the Italian “heel” is a “clone” of all the listed models, but with a different front lining and the Fiat logo. Badge-engineering Doblo is available in cargo and passenger versions, but the latter is now available only with an electric propulsion system.

The new Doblo is offered in two lengths, 4.4 or 4.75 meters, and the latter can be ordered with an optional third row of seats. Salon exactly repeats Berlingo, except for the logo on the steering wheel. The set of equipment is also unified – the same multimedia system, front and rear parking sensors and a rear-view camera, and for the passenger version, lane keeping and driver fatigue monitoring systems are provided. For a surcharge, a panoramic roof and a digital interior mirror will be installed, on which the image from the rear camera is entered.

https://earlybulletins.news/whats-hot/24730.html

“Congratulations to Ambarella for achieving this ISO 26262 ASIL C functional safety certification for their CV2FS SoC,” said Alexander Griessing, COO of exida. “Ambarella took a comprehensive approach in designing this device to achieve ASIL C certification, which was enabled in part by the large amount of integrated IP developed by the company.”

“Ambarella builds automotive functional safety into our CVflow® AI SoCs from the ground up, rather than retrofitting them afterwards as many competitors do, which allowed us to achieve this high certification level for the CV2FS,” said Chan Lee, COO of Ambarella. “This approach, in combination with our focus on in-house development—including our industry-leading ISP pipeline and AI engine—gives Ambarella an advantage in creating an SoC architecture optimized for the highest ASIL levels.”

The Automotive Safety Integrity Level (ASIL) is a risk classification system defined by the ISO 26262 - Functional Safety for Road Vehicles standard. This standard includes four ASIL levels, from A to D, where D has the highest product integrity requirements and A the lowest. ASIL certification levels are determined through a risk analysis of potential hazards by evaluating the severity, exposure and controllability of those hazards during a variety of vehicle operating scenarios. The letter level is then assigned based on how well those hazards were addressed in relationship to the standard’s defined safety goals for each ASIL level.

https://greenstocknews.com/news/nasdaq/amba/ambarella-s-automotive-ai-soc-achieves-asil-c-certification-exceeding-functional-safety-levels-of-competing-front-adas-solutions