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Qualcomm forecasts upbeat revenue as diversification bet pays off...

April 27 (Reuters) - Qualcomm Inc (QCOM.O) forecast third-quarter revenue above analyst expectations after beating second quarter revenue and profit estimates on Wednesday, largely due to its move to focus on a growing non-handset business to cushion a likely hit from slowing smartphone demand.

The robust earnings outlook and record quarterly revenue for the last quarter immediately pushed Qualcomm shares up about 5% in after-hours trading.

Revenue from chips catering to automotive and internet-powered gadgets rose 41% and 61%, respectively, during the second quarter, while revenue from its mainstay handset business rose 56%, helped by the new Snapdragon launch.

An extra £3000 million of business in 4 months is certainly not to be sniffed at. Wonder how much will filter down to us?

https://www.reuters.com/technology/qualcomm-forecasts-upbeat-revenue-diversification-bet-pays-off-2022-04-27/

Ambarella must be concentrating on the Chinese market and its got plenty of models to go for over there.

They have partnered with Us, Seye & now Cipia & prob some Chinese DMS suppliers no doubt. They can offer all sorts of solutions i guess.

Be interesting see how much Qualcomm win over there though & they not working with every man and his dog.

Let’s hope they go for a GM model instead.

2022 Ford F-150 Lightning, Already Sold Out, Starts Production
Ford's first electric pickup truck is heading to customers, but orders are closed on all 2022 models due to high demand.

https://www.caranddriver.com/news/a39826497/2022-ford-f-150-lightning-electric-truck-production/

General Motors now has about 140,000 reservations for the upcoming electric version of its Chevrolet Silverado pickup, CEO Mary Barra said during GM’s first-quarter earnings presentation on Tuesday.

GM has promised that the Silverado EV will have at least 400 miles of range, new fast-charging capabilities, and a four-wheel steering system when it goes into production early next year.


GM is positioning the Silverado EV as a direct rival to Ford Motor’s electric F-150 Lightning. Ford had about 200,000 reservations for the F-150 Lightning when it stopped taking new orders for the truck in December. Production of the Lightning began earlier Tuesday.
https://jnews.uk/gm-has-140000-reservations-for-the-chevrolet-silverado-ev/

We are seeking a Marketing Manager, based in Canberra, who will be primarily responsible for management and delivery of the company's aftermarket marketing and communications product strategy to a range of stakeholders, globally.

About the opportunity

You will be part of the corporate marketing team, and will primarily responsible for Aftermarket marketing. This is a key business unit at Seeing Machines, critical in the overall success of the business. Working in alignment with the company's corporate Marketing and Communications strategy, the Marketing Manager (Aftermarket group) works closely with the GM Aftermarket and Guardian Sales team to promote Guardian safety technology to transport and logistics companies, around the world, and to manage and develop relationships with existing and new channel partners.
https://jobs.laimoon.com/pt/jobs/externalview/34114166

S2030
Berenberg keep re shouting 12p so let’s hope to start some fund managers listen

https://finnewslive.com/2022/04/25/seeing-machines-lonsee-given-buy-rating-at-berenberg-bank.html

There is still a very distinctive armrest in front of the co-pilot, but some details have been changed. For example, a camera is used on the A-pillar on the driver’s side, which can provide functions such as fatigue driving monitoring.
https://gamingsym.in/preview-of-the-new-version-of-haval-big-dog-use-exposed-rivets-and-hard-core-to-match-the-wrangler/

To address the problem, the OEM has announced a new technology, called Microsleep Detection. It analyzes the driver’s eyelid movements through a camera on the driver’s display and gives visual and audible warnings.

Microsleep Detection, introduced on the new, all-electric EQS SVU, is active from speeds of 12 miles per hour. The manufacturer said it “can detect typical signs of fatigue or increasing inattention during long monotonous journeys and prompts a break with a warning message.”
https://www.repairerdrivennews.com/2022/04/25/mercedes-benz-technology-campaign-focus-on-dangers-of-microsleep/

Coincidence it’s designed in or put in For future legislation ? Or customer demand?

Our first impressions after driving FedEx’s new electric delivery van.

Because it's built from the same toolkit as GM's other new EVs, the Zevo 600 has access to the same components and subsystems. So it has a suite of the latest safety-oriented advanced driver-assistance systems, for example. It even has the electronic architecture to support Super Cruise, should anyone ever come up with a business case to make that worthwhile.
https://arstechnica.com/cars/2022/04/our-first-impressions-after-driving-fedexs-new-electric-delivery-van/

Modest
I think S2020 summed it up beautifully. NOthing takes less time than quoted I’ve found. The builder it’s a 2 week job, the plumber I be round in 2 weeks always drags on.

Iam really hoping the next 3 months are big months in all 3 divisions then roll on the next financial Year.

Using AI to improve driver safety with Seeing Machines.
Following the announcement of Seeing Machines’ new collaboration with Manga, we look at the company’s work with AI to support the automotive industry

https://aimagazine.com/technology/using-ai-to-improve-driver-safety-with-seeing-machines

Didn’t Cenkos say the other day since 2020 our win rate was 59%.

So there’s $590 m before the next $1b on the table

Autonomous Car Users Will Not Be Held Responsible for Crashes: UK.
If you live in the United Kingdom and are considering the purchase of a self-driving vehicle, you no longer have to worry about what will happen in the event of a crash. The Department for Transport (DfT) has specified that insurance companies and not users will be responsible for claims if something goes awry.

The DfT will update the Highway Code where users will be allowed to watch a movie on the vehicle’s screen while in motion. The “driver” will still need to be ready to take over if need be, which is probably why it will still be illegal to use a phone.
https://motorillustrated.com/autonomous-car-users-will-not-be-held-responsible-for-crashes-uk/97588/#google_vignette

The buzz around enormous body-on-frame luxury SUVs has reached a fever pitch. As lavish and accommodating as ever, these massive driving implements continue to advance in high-tech usefulness, with new and updated entries from Jeep and Lexus bolstering the segment's ranks. Someone at General Motors even had the idea to give the V treatment to the Cadillac Escalade, supercharged V-8 and all. To that lot we'll add the 2022 Lincoln Navigator, which has been polished with thoughtful touches and new hands-free driving capability as part of a mid-cycle refresh.
https://www.caranddriver.com/reviews/a39317584/2022-lincoln-navigator-drive/

The integration of cameras to enable various video-based solutions in commercial vehicle environments is a massive trend in the fleet telematics sector. Berg Insight’s definition of video telematics includes a broad range of camera-based solutions deployed in commercial vehicle fleets either as standalone applications or as an added feature set to conventional fleet telematics. The frontrunning North American video telematics market is three times the size of the European, which is so far largely dominated by activities in the UK. Berg Insight estimates that the installed base of active video telematics systems in North America reached 2.9 million units in 2021. the active installed base is forecasted to reach almost 6.3 million units in North America by 2026. https://www.berginsight.com/the-installed-base-of-video-telematics-systems-in-north-america-and-europe-to-exceed-8-million-units-by-2026

Colin Barnden
Colin Barnden1st
Principal Analyst, Semicast Research
41m
This announcement from Seeing Machines of a second #Occula #NPU license is informative of trends in the #DMS #OMS and interior monitoring market. It isn't possible to identify exactly who the licensee is, but we can get pretty close.

1. It is a "US based semiconductor company" which limits the field somewhat.

2. The license is "into the automotive semiconductor ecosystem" so it is a company focused on automotive.

3. The license "facilitates another fully hardware accelerated and optimised silicon platform" which perfectly describes ASICs/ASSPs and rules out heterogeneous computing. So that takes out AMD, Nvidia and Qualcomm.

4. The agreement "will target development of a single semiconductor product with the option to expand into a larger family of devices" which suggests a supplier with very focused expertise, pointing to application specific products (ASSPs) rather than general purpose devices.

There aren't many semiconductor companies that fit those criteria. Texas Instruments does, but it already has success in DMS/OMS with its #Jacinto processor, so is unlikely to cannibalize that product line. Broadcom Inc. and Marvell Technology fit too, but are strategically much more focused on markets other than automotive.

Intel Corporation is a possible, but is set to #IPO Mobileye (which is based in Israel). Ambarella Inc is possible too, but it announced a partnership with Seeing Machines at CES to integrate the #eDME (embedded Driver Monitoring Engine) onto the #CV2x family.

Which probably leaves four. Alphabetically, these are: Analog Devices, GEO Semiconductor, Inc., indie Semiconductor and onsemi.

Onsemi is a director competitor to OMNIVISION (the first Occula NPU licensee) in image sensors and image signal processors (#ISPs). Geo Semiconductor is a competitor to Omnivision and Onsemi in ISPs. Analog Devices is a leading player in automotive ASIC/ASSP. indie Semiconductor offers highly innovative automotive semiconductor solutions and is seeking to disrupt the established order.

Take your pick.

For companies and investors seeking to discuss these and other issues in more detail, I can be booked for telephone-based consultancy via GLG and Guidepoint. Just ask for me by name

We continue to see Seeing Machines as a unique global tech opportunity combining SAAS in aftermarket, per vehicle automotive royalties in OEM, and significant upside from Aviation and other markets. With the company well financed and markets benefitting from strong regulatory backed demand and limited competition, we continue to see significant upside to our 20.0p valuation and reiterate our Buy recommendation.

I find it hard to believe that a broker says this and yet 3 hours of trading & only 1.5m trades showing on HL & under 50 total trades on LSE showing.

Theres some brokers out there need to be picking up the phone to some big fund managers.

Ring ring can we introduce you to SEE.
Seeing Machines as a unique global tech opportunity

Interesting wording
Representing the second licence of its Occula® NPU into the automotive semiconductor ecosystem, this Agreement will target development of a single semiconductor product with the option to expand into a larger family of devices.

Must be outside auto so it’s a clue Iam sure. Devices = other electrical equipment surely? Security cameras, phones, computers or the doorbell?

Frustrating having no $ in the RNS but the likelihood of selling millions or tens of millions per year is most likely.

Iam sure a nice juicy $ will drop soon as most of that $1b+ hasn’t yet been announced still.

The big boys & SEE connections were happy to buy at 11p so anything under that has to be worth keep buying for the end game.

Will we learn anything next week?

https://m.marketscreener.com/quote/stock/QUALCOMM-INC-4897/news/Qualcomm-Schedules-Second-Quarter-Fiscal-2022-Earnings-Release-and-Conference-Call-40078473/