Member Info for terrym

Topic: ams OSRAM automotive products applied in smart ****pit
The smart ****pit creates a unique driving experience. Smart ambient lighting ensures personalized lighting in the car while adjusting to the driver's brightness and color preferences, providing improved color rendering, uniformity and overall higher light quality. Capacitive sensing allows for a wider range of hands on wheel detection, even in scenarios where hands are wet or gloves are worn, thus enhancing driver safety. The in-cabin monitoring system checks for passengers, pets and objects in the vehicle and enables convenient and relevant functions such as child and pet occupancy monitoring, adaptive airbag deployment, unbuckled belt detection, person counting, item detection. This presentation will introduce the latest products and innovative technologies in combination with in-cabin sensing, driver recognition and status monitoring, gesture recognition and other smart ****pit-oriented applications.

https://ams-osram.com/vehicle-safety-systems-conference?event=6th%20International%20Vehicle%20Safety%20Systems%20Conference%20(VSS%202021)

We have been pretty impressed with the performance at Seeing Machines Limited (LON:SEE) recently and CEO Paul McGlone deserves a mention for their role in it. The pleasing results would be something shareholders would keep in mind at the upcoming AGM on 16 December 2021. The focus will probably be on the future company strategy as shareholders cast their votes on resolutions such as executive remuneration and other matters. Here is our take on why we think CEO compensation is not extravagant.
Seeing Machines Limited's Growth
Seeing Machines Limited's earnings per share (EPS) grew 35% per year over the last three years. Its revenue is up 18% over the last year.

Overall this is a positive result for shareholders, showing that the company has improved in recent years. It's a real positive to see this sort of revenue growth in a single year. That suggests a healthy and growing business. Looking ahead, you might want to check this free visual report on analyst forecasts for the company's future earnings..

Has Seeing Machines Limited Been A Good Investment?
Boasting a total shareholder return of 167% over three years, Seeing Machines Limited has done well by shareholders. So they may not be at all concerned if the CEO were to be paid more than is normal for companies around the same size.

In Summary...
Given the improved performance, shareholders may be more forgiving of CEO compensation in the upcoming AGM. However, despite the strong growth in earnings and share price growth, the focus for shareholders would be how the company plans to steer the company towards sustainable profitability in the near future.

https://uk.sports.yahoo.com/news/think-shareholders-probably-generous-seeing-072410609.html

There is good reason why the Escalade is the best-selling full-size SUV in the US.

https://www.hotcars.com/heres-why-the-2022-cadillac-escalade-is-the-most-satisfying-full-size-suv/

If the $50m Ford RNS was just for F150 then this contract over 7 yr life cycle must be worth a few quid. Big increase on the cards now.

It’s hard to produce Mustang Mach-Es fast enough to meet the incredible demand, but we are sure going to try. So starting in 2022 we are increasing production and expect to reach 200,000+ units per year for North America & Europe by 2023. That's 3x our 2021 output. ?????? https://t.co/xSMbuHxdEN

For the 45th consecutive year, Ford's F-Series of pickups – F-150 – retained the crown as the truck market leader. For the year through November, sales of the F-Series totaled 663,508 pickups.
Ford brand SUVs achieved record November retail sales on the success of new products. Sales were up 25.6 percent over a year ago on total sales of 66,390 vehicles. The Bronco family had its highest combined sales since its launch totaling 19,774 SUVs. Mustang Mach-E sales were up 8.4 percent from October. Customer orders continued at record rates.
https://www.google.co.uk/amp/s/www.torquenews.com/3769/45th-year-ford-f-150-retains-crown-truck-market-leader/amp

"Technology has a growing and irreversible impact on the automotive sector, with new advancements being introduced at a rapid pace," said Brian Moody, executive editor for Autotrader. "An industry once primarily driven by mechanics is now an industry largely driven by technology and virtual environments. New-vehicle tech features are a major differentiator among the various automakers, and tech offerings can be a deal maker or breaker as consumers consider specific new models. Car shoppers now expect more and more advanced tech features, on even low to moderately priced cars."

Ford BlueCruise BlueCruise is Ford's rival to the GM Super Cruise system. When driving on a highway mapped by Ford, BlueCruise can take over and you can take your hands off the wheel and your feet off the pedals. However, it isn't quite fully automated – you still need to stay alert behind the wheel with your eyes on the road, even though it does make highway driving safer and more relaxed. The Ford BlueCruise hands-free driving system is available in the 2022 Ford F-150 and the 2022 Ford Mustang Mach-E. For other eligible Ford vehicles, an over-the-air update with BlueCruise will drop in the first quarter of 2022.

https://www.djournal.com/autotrader-announces-best-new-automotive-technology-for-2022/article_a9a6737e-b7f4-5c86-aa16-6758b3241e9d.html

Mercedes says it has received regulatory approval in Germany for its latest Level 3 autonomous driving system, called Drive Pilot. This technology allows for hands-free driving under certain conditions and, unlike Level 2 systems such as Cadillac's Super Cruise, does not require the driver to be looking at the road while the system is active. Audi had previously pioneered a similar system in the A8 but later gave up on seeking government approval in both Europe and the U.S. Honda launched Level 3 technology in Japan in a small batch of Legend sedans earlier this year.

Drive Pilot will first be available in Germany for the S-class sedan starting in early 2022 and later for the electric EQS, and Mercedes says it is testing the system in the U.S. and China. So far it can only operate on designated highways in Germany, comprising a total of 8197 miles, and only works up to 37 mph. It uses the existing suite of sensors that enable other driver-assistance features and also includes additional LiDAR sensors, cameras, and a moisture sensor in the wheel well. There are also failsafes for the steering, braking, and electrical systems.

https://finance.yahoo.com/news/mercedes-drive-pilot-level-3-193600316.html

So Super Cruise will continue to get better and smarter and more capable as we roll these features out. And then by '23, when Super Cruise is across literally our entire portfolio, that's when we'll launch Ultra Cruise. And what Ultra Cruise is you'll actually be able to put an address in your NAV system and the vehicle, effectively, drive from where you're apt to that address.

And it will - if it gets a very difficult situation, we'll ask the driver to take over and navigate through a very difficult intersection. But if it can handle the intersections, it will drive the entire way to the destination. We do need you there as a supervisor, but it will hand off under extremely complicated situations, if needed.

Otherwise, Ultra Cruise will feel like self-driving to a lot of people, but it'll be done in a smart, responsible way and only when we're completely safe that we can handle that particular area.

https://seekingalpha.com/amp/article/4474380-general-motors-company-gm-management-presents-deutsche-bank-autotech-brokers-conference

Please join Céline Adalian (IDIADA), Roy Quinney (MIRA China) and me at the 6th International Vehicle Safety systems conference as we share the latest experiences and developments in Euro NCAP online.

https://lnkd.in/gphT5VWH, Shanghai, 16-17 December 2021

#euroncap #forsafercars #VSS2021

Surely some contract win RNS's should drop soon...
Qualcomm Technologies is targeting automotive and says its integrated automotive platforms – for ****pits and chassis - now have an order pipeline of more than $13bn.

Qualcomm Technologies, Inc. and Opel Automobile GmbH (Opel) have announced that the upcoming Opel/Vauxhall Astra will utilise Qualcomm’s ‘Snapdragon Automotive ****pit Platforms’.

These platforms will power the Astra’s fully digital Pure Panel digital ****pit, which features extra-wide high-definition touchscreen displays, with new human-machine-interface (HMI), that are designed to provide a simple, seamless and intuitive in-cabin experience for the vehicle’s occupants.

Designed to provide premium experiences, the Snapdragon Automotive ****pit Platforms will also support the vehicle’s precise positioning navigation as well as voice command capabilities, wireless mirroring, and premium audio and sound.

New Opel Astra vehicles featuring next generation Snapdragon Automotive ****pit Platforms are expected to be available in the first half of 2022.

https://www.just-auto.com/news/qualcomm-supplies-interiors-chips-suite-for-opel-vauxhall-astra/

https://www.linkedin.com/video/live/urn:li:ugcPost:6874701567073755136/

Acura's first EV will reportedly be made in Tennessee at a former Saturn plant, alongside the Cadillac Lyriq. The Acura EV will use a General Motors platform, as part of a partnership between the two automakers that will allow them to more rapidly reach economies of scale for EVs and share in development of other technologies—including a version of GM's Super Cruise driver-assist system for Honda.

Acura is moving to embrace electric cars at a faster rate than parent Honda, Emile Korkor, the brand's assistant vice president of national sales, said in a recent interview with Automotive News (subscription required).

The premium Acura brand is "going much faster" than the main Honda brand in having EVs make up an increasingly larger percentage of sales, Korkor said, adding that Acura is going to bypass hybrids going forward and solely focus on EVs.

The percentage-of-sales metric is key here, because Acura is a higher-priced, lower-volume brand than its parent. Honda is planning 70,000 annual sales for its Prologue electric crossover. With Acura a lower-volume brand, that means a bigger portion of sales, but not necessarily a higher number, for Acura.

https://www.greencarreports.com/news/1134375_report-acura-will-make-evs-a-bigger-piece-of-its-future-sooner-than-honda

GM Plants Back to Normal Capacity With Better Flow of Chips.

https://www.guideautoweb.com/en/articles/62444/gm-plants-back-to-normal-capacity-with-better-flow-of-chips/

Lets hope the accounts are bashing out the invoices in december.

It seems like we turned around every time; There was another problem in the automotive supply chain, not least due to the global chip shortage that has existed for over a year. Without a clear end to the shortage, automakers have made unprecedented adjustments to get vehicles off the assembly line and into the hands of customers. Rather than shutting down production facilities at the kink in the supply chain, General Motors has taken a different perspective on the issue. By simply removing the functions based on the semiconductor chip, they were able to keep production going. But now there seems to be a light at the end of the tunnel and the Cadillac Escalade is set to see the return of its best qualities after being temporarily unavailable for the 2022 model. Right, Super Cruise is back.

https://carnewsdaily.co.uk/return-of-the-super-cruise-chip-shortage-is-on-the-decline/

So Cenkos suggests only 2 main ones in the game. What we know anyway but nice to see it in writing from the broker.

We see this technical specification as good news for Seeing Machines and Smart Eye who are probably the only suppliers that can meet the advanced occlusion targets. Whilst the advanced occlusion targets are not mandatory, we fail to see why any sensible OEM would risk selling a car that warn you every 10 seconds the system is not working if, for example, you are wearing a face mask. It also now looks clear that Tesla will have to source Seeing Machines or Smart Eye

Its going to be like watching dominos
Qualcomm Technologies and Opel Bring Cutting-Edge In-Cabin Experiences in
Stylish New Opel Astra.
December 9, 2021 – MUNICH and RUSSELSHEIM – Qualcomm Technologies, Inc. and Opel Automobile GmbH (Opel) today announced that the upcoming Opel Astra – Opel’s latest addition to its compact class of electrified vehicles – will utilize next-generation Snapdragon® Automotive ****pit Platforms. These platforms will power the Astra’s fully digital Pure Panel digital ****pit, which features extra-wide high-definition touchscreen displays, with new human-machine-interface (HMI), that are designed to provide a simple, seamless and intuitive in-cabin experience for the vehicle’s occupants. Designed to provide premium experiences, the Snapdragon Automotive ****pit Platforms will also support the vehicle’s precise positioning navigation as well as voice command capabilities, wireless mirroring, and premium audio and sound.

https://www.qualcomm.com/news/releases/2021/12/09/qualcomm-technologies-and-opel-bring-cutting-edge-cabin-experiences-stylish?mkt_tok=Mzg1LVRXUy04MDMAAAGBPXKXcZGayehtxUZTxTICQ_wwqiLYB1cxxjRbSRWsg-Z3Ms0palmZWeOpo64YDYuG5XxA6gnre-Lj4r6opCKwgRzADKAiW9pRW_G_k3tNl2t0oA

Good to See them topping up. Like my squirrels in my garden Michael Brown/Lombard are busy scooping up shares and storing them for future massive returns.

It does make me wonder if the mystery $120m could be Tesla already? Or part of it. Exciting times ahead though.

How Magna could become the most important automotive supplier in the world.
Düsseldorf There are a lot of inquiries at Magna these days. Start-ups from all over the world want their vehicles to be built by the Canadian auto supplier and developer. Because manufacturing yourself is difficult, expensive and complex. CEO Swamy Kotagiri reports “significantly more” calls.

As one of the few suppliers, the group and its subsidiary Magna Steyr produce complete vehicles such as the Mercedes-Benz G-Class, the BMW Z4, the Jaguar I-Pace and the Toyota GR Supra.

https://www.archyde.com/how-magna-could-become-the-most-important-automotive-supplier-in-the-world/

Safety Success for National Express

The UK’s largest coach operator is celebrating its latest recognition for its continued commitment to safety.

National Express UK Coach has been awarded a top five-star rating from the British Safety Council - for the eighth consecutive year.

Organisations from over 77 countries across the world put themselves forward for a thorough Health & Safety Audit by an external assessor. The challenging tests go beyond legal health and safety minimum requirements to judge companies on absolute best practice in safety culture, leadership, and wellbeing.

Chris Hardy, managing director of National Express UK Coach, commented: “The safety of our customers, employees and the general public is at the heart of everything we do, and we set ourselves high standards to work to.

https://www.nationalexpressgroup.com/media/news-releases/2021/safety-success-for-national-express-1/

It’s time for a reset in how we talk about automated driving technology.

There are two distinct kinds of automated driving capability that can be integrated into vehicles: first, technology features that assist a human driver but do not take control or responsibility for the driving; and second, systems that do take responsibility for the driving and therefore do not require a human to monitor the vehicle or do any driving at all. The former is an advanced driver assistance system (ADAS) or known simply as “driver-assist” technology. The latter describes autonomous, or “self-driving”, vehicles.

https://groundtruthautonomy.com/time-for-a-reset-on-how-we-talk-about-driver-assist-technology-and-autonomous-vehicles/