Member Info for terrym

The program has been awarded with certain minimum volume guarantees, covering a number of vehicle models with start of production scheduled from early 2024 and an initial value of A$27 million,

So another $27m signed off from the $1b.

How much left? Looking forward to news over next couple months :)

Didn’t realise this big….

Valeo is a Tier One automotive supplier that specializes in advanced driver-assistance systems (ADAS), interior, lighting, power train and thermal management systems. The $17 billion French company operates 184 plants in 31 countries around the world that support both traditional automakers and startups.

https://www.assemblymag.com/authors/1845-austin-weber

Linfox’s 5,000-strong fleet is one of the youngest, safest and most environmentally friendly on the road.

Our established and optimised delivery networks across Asia-Pacific ensure our customers’ products are delivered safely and efficiently.

Linfox maintains Australia’s most modern and safe transport fleet. These new vehicles are no exception. In addition to Volvo’s FH16 safety features, each includes MTData forward and driver-facing cameras, actively monitored 24/7.

Seeing Machines’ Guardian in-cab technology is also installed. The 24/7 system helps drivers recognise potentially unsafe behaviours as they happen.

The detection and intervention technology uses artificial intelligence to monitor drivers’ eye closure and head position. At the sign of distraction or fatigue, it intervenes instantly with audio alarms and seat vibration.
https://www.linfox.com/essential-networks-chilling-for-the-long-haul/

All Watson’s trucks are fitted with multiple safety features. Active fatigue monitoring and intervention is carried out through the Guardian Seeing Eye technology. All trucks have two redundant CCTV system to protect the driver and validate their professional behaviour.

The Regional and Interstate distribution fleet services the eastern seaboard of Australia with over 150 company owned refrigerated trucks ranging from massive 44 pallet Road-Trains, down through 34 pallet B-Doubles and a wide range of 22, 24 & 28 pallet Singles. The quality pantechnicon trailers are specially equipped to transport both palletised and hanging meat.
https://www.donwatson.com.au

Wonder how many have heard of SEE?

If I was in charge of awareness attack these 73 funds to start.
By the end of the first quarter of 2022, 73 hedge funds were long QUALCOMM, Incorporated (NASDAQ:QCOM). These funds held collective stakes of $3.55 billion in the company
https://www.insidermonkey.com/blog/5-best-stocks-to-buy-in-2022-according-to-billionaire-julian-robertsons-tiger-management-1043836/

To support its transformation, Buick will introduce 12 new products – including five all-new electric vehicles in China – through 2025. They include two EVs that will be revealed this year. Buick’s all-new EV portfolio will be empowered by the revolutionary Ultium platform, covering the mainstream MPV, SUV and sedan segments. Buick’s future EV products will all carry the Electra name.

Buick will also speed up the deployment of advanced technologies, including Super Cruise driver assist technology and the all-new Virtual ****pit System, to offer a captivating world-class experience.
https://media.gm.com/media/cn/en/gm/news.detail.html/content/Pages/news/cn/en/2022/Jun/0601-buick-new-brand-identity.html

Active Safety and Driver Assistance Features
All trim levels of the GLC will come standard with a full suite of active safety features, including forward collision warning (FCW), emergency automatic braking (AEB), blind spot warning (BSW), and a driver monitoring system that looks for signs of driver fatigue. The optional driver assist package includes adaptive cruise control and a steering assist feature that can react to stationary objects at speeds of up to 60 mph.
https://www.consumerreports.org/suvs/2023-mercedes-benz-glc-suv-review-a3553967026/

4 Weeks of June. Iam hoping for 1 RNS a Week.

Will enjoy the long weekend in the Sun and hope a drab Monday becomes a great Monday :)

World Premiere of the new GLC

Clear the stage for the most dynamic Mercedes-Benz SUV ever, no matter if on or off road!

We’re ready to add the next chapter to the success story around one of the coolest and most versatile vehicles we have at Mercedes-Benz AG: the all-new GLC.

With the latest generation of our ultra-popular SUV, we offer our customers even more comfort features to upgrade their driving experience – whether it’s the latest version of our MBUX infotainment system, the augmented reality navigation or our ENERGIZING COACH. Another really cool feature is the “transparent bonnet” which gives you a full virtual view of the area underneath the new GLC. So, for the first time, you can see large stones, deep potholes and other obstacles at first glance.

Got your attention? Watch the full live stream of the new GLC’s world premiere here to get all the details!

Mat
And i bet that $16b is now $18-20b as couple months gone by since they was there. Find out on next Qtr i guess.

Not sure how its all intertwined but i know a slice of that $billions must be trickling down the line :)

lots of SEE

https://media.buick.com/media/us/en/buick/news.detail.html/content/Pages/news/us/en/2022/jun/0601-buick.html

On #NationalAutonomousVehicleDay, we’re shining a light on #Snapdragon Ride: our open, scalable, and customizable solution designed to bring autonomy to both mass market and luxury cars with brands like Renault Group, BMW Group, General Motors, Volkswagen AG, and Ferrari. Learn more:

https://www.qualcomm.com/products/application/automotive/autonomous-driving?cmpid=oofyus22154

Also introduced now on RX, Pre-Collision System with Active Steering Assist determines when there is a high possibility of collision with a pedestrian ahead or with an object. If the system also determines that it is difficult to avoid the collision with brake control alone – but that it might be avoided using steering control – the system assist uses Active Steering Assist in addition to activating an alert and applying the brakes.

Proactive Driving Assist helps maintain a safe distance to cars in front – even when cruise control is not engaged – and it helps the driver to avoid pedestrians and obstacles.

Driver Monitor uses a camera mounted above the steering wheel to constantly check the condition of the driver. It is even able to slow or stop the car if driver doesn’t react to alerts.

https://newsroom.lexus.eu/world-premiere-of-the-all-new-lexus-rx/

Are Mitsibushi moving to a SEE customer? Sure i read somewhere a connection to Greenhills with SEE.
Snapdragon & Qualcomm popping up aswell...

SANTA BARBARA, Calif., May 31, 2022 /PRNewswire/ -- Green Hills Software, the worldwide leader in embedded safety and security, announced today its role as the high-performance safe and secure software foundation running and protecting the newly unveiled Inca Jay digital ****pit from Mitsubishi Electric Corporation (TOKYO: 6503). The Inca Jay digital ****pit adds a suite of integrated technologies featuring Advanced Driver Assistance Systems (ADAS), Cabin Safety and augmented reality user experience (UX). Mitsubishi Electric selected the INTEGRITY® real-time operating system (RTOS) from Green Hills to safely and securely run and protect the Inca Jay's software, while harnessing the performance of the Qualcomm® 3rd Generation Snapdragon® ****pit Platform. The Inca Jay enables OEMs to create next-generation vehicle digital ****pits with enhanced safety, security, and augmented reality (AR)-powered user experiences.

https://www.prnewswire.com/news-releases/advanced-digital-****pit-from-mitsubishi-electric-corporation-powered-with-green-hills-software-301555694.html

Local Chinese governments are releasing economic stimulus packages to boost consumption, including measures targeted at boosting car sales, as Shanghai gradually emerges from a two-month Covid-19 lockdown.

Why it matters: The latest government measures, ranging from voucher programs to new quotas, could be a sign of recovery in China’s auto sector, which has seen production halted and raw material prices surged amid a spate of recent Covid-19 outbreaks across the country.

Details: Many Chinese cities have released a host of measures to help boost demand for cars as part of their economic stimulus package. The Shanghai municipal government on May 29 unveiled (in Chinese) 50 stimulus measures, which included giving out 40,000 new car plates and handing out cash incentives for gas car owners trading in for EVs.

Consumers will also receive rebates of RMB 10,000 ($1,503) per car for any trade-in of gasoline vehicles for new electric vehicles (EVs) for the rest of the year, as stated on the notice of the municipal government’s official WeChat account.

https://technode.com/2022/05/30/china-issues-new-stimulus-measures-to-boost-auto-sales/

Should be a great seller...

The General Motors GM +3.07% all-electric GMC Hummer is a 9,000-pound sports car.

Barron’s drove one on the streets, highways—and parking lots—of Detroit. The experience was thrilling and, frankly, a little crazy. A vehicle the size of a small tank with 35-inch tires—about the height of an average three year old—just shouldn’t be that smooth, quick, or comfortable.

The configuration we drove was a 1,000 horsepower behemoth. Acceleration on highways was fast enough to induce butterflies. That acceleration was in a regular driving mode. There is a “Watts to Freedom” driving mode that frees up more battery power and propels the Hummer from 0 to 60 miles per hour in about 3 seconds.

Our highway driving allowed us to test out Super Cruise, GM’s (ticker: GM) hands free advanced driver assistance feature. The best part was the truly hands free nature of the system. We have driven other EVs, and traditional vehicles, with new driver assistance features. Many require a driver to provide a little turning force on the steering wheel to keep the system on. The force proves drivers are still engaged.

Super Cruise uses an interior camera to monitor a driver’s eye position and attentiveness. It is another approach to ensuring current driver assistance features are supervised by drivers appropriately. We prefer the camera to the steering wheel modality.

https://www.barrons.com/articles/all-electric-gmc-hummer-drives-gm-51653690702

Looking at todays trading chart i think the MMs have fallen asleep its up and a straight line all day :)

https://www.google.com/search?client=opera&q=see+share+price&sourceid=opera&ie=UTF-8&oe=UTF-8

Qualcomm were involved with these. Wonder if we pop up somewhere in someones version?

ML2 will also include eye-tracking, with two cameras per-eye. As far as we know, that’s up from one camera per-eye on ML1, which could mean greater accuracy. Eye illumination is provided by six tiny LEDs which can be seen embedded in each lens.

https://www.roadtovr.com/magic-leap-2-details-dynamic-dimming-kevin-curtis/

Then have their own version

While the connection may be wireless now — or, depending on OEM preference, optionally supporting a cable — the phone itself is still required. It handles the mixed-reality (XR) application, then sends compressed rendered frames over the wireless connection with the glasses. They, in turn, are responsible for recording 6DoF movement, any hand or eye tracking being carried out, and inputs from whatever controller might be used, and passing that back to the phone. The Snapdragon XR2 in the glasses then uses its GPU to show the AR content.

Read More: https://www.slashgear.com/869455/qualcomm-made-its-new-wireless-ar-smart-glasses-a-little-less-dorky/?utm_campaign=clip

REDUCE ERRORS THAT LEAD TO RUNWAY ACCIDENTS

Traffic levels, airport expansion projects, the weather, time of the day, and aircraft movement are all variables in the runway. Runway collisions have catastrophic consequences. Your crew in your Ground Support Vehicles are constantly performing critical tasks using complex systems. Irregular work schedules comprising flight duties in the wee hours or night may result in increased levels of exhaustion. Protect general aviation, passenger and ground vehicles by applying an advanced monitoring technology that enhances safety in real-time. Apply a fatigue mitigation system that allows airline maintenance operations to keep their safety records on track.

https://www.guardiansea.com/industries/aviation/

Numpty

Good interview that.

He certainly seems very very confident. Also they knew what was coming and have sorted their own chip supplies issues. While intel struggling til 2024 Mr Q expects things to look good in 6 months time.

Iam sure they will be cleaning up in Auto and little old SEE will be holding on to their coattails through a massive period of growth for the digital chasis.

Lets hope they decide to pop them in their pocket.....