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Iam hoping they won so much work they need more time to update all the forecasts. 3 Weeks til results so also hoping for at least 2 decent RNS's and a proper upgrade from Cenkos after results. Hes kept on with this 16p malarkey for way too long now.

I will rummage around the back of the sofa over the next couple weeks to try get a few more around 10p b4 we may shoot up by xmas after positive results, broker upgrades and positive Paul interview.

Only 6 weeks after results we have Vegas CES show so must be news from the 16 Tier 1s, The OEM's and the industry in general. Our fingers are in alot of pies now.

Hopefully I will be sipping ****tails in the Bellagio watching the SP shoot up during CES.

Why not make it 141 Companies under its wing :)

In automotive, its design pipeline has grown to $10 bln as its strength across telematics, connectivity, and infotainment with digital ****pit and ADAS as key areas of opportunities.

Besides that, Qualcomm's AI initiatives are also seen under its Qualcomm Ventures unit. Its purpose is to focus on opportunities for its technologies as well as support the design and introduction of new products and services. Many investment companies are in the early stages for a variety of industries and applications such as AI, AV, IoT, etc. Qualcomm Ventures has over 140 active companies in its portfolio. We compiled a list of its investments related to AI of its Area of AI technology focus, its edge and estimated revenues, as well as recent acquisitions by Qualcomm including TwentyBN, Euvision Technologies, and Scyfer.

https://seekingalpha.com/article/4462611-qualcomm-ai-development-enhances-smartphone-and-automotive-products

The first customer examples of GMC’s 2022 Hummer EV should be rolling off the line at General Motors’ Detroit-Hamtramck plant by the end of the year, and GMC is keen to preview some of the accessories that it will offer for the electric pickup truck and the planned SUV variant once the first examples are in showrooms.

The automaker is bringing a bevy of Hummer EV accessories to this year’s SEMA show running in Las Vegas from November 2-5. They will be previewed on two Hummer EV pickups and one Hummer EV SUV.

https://thecargossip.com/2021/10/28/2022-gmc-hummer-ev-heads-to-sema-show-with-bevy-of-accessories/

As a member of the North American Car, Utility and Truck of the Year (NACTOY) voting committee, I recently had the opportunity to be among the first people to drive the all-new, all-electric 2022 GMC Hummer EV.

This reborn Hummer has rugged looks and serious off-road capability just like its predecessor, but the folks at GM gave it a much "cleaner" image this time around.

ALSO: GM’s Ultium Technology Explained Simply by Its Engineers
ALSO: Lower-priced Electric GMC Pickup to Follow Hummer EV
Welcome to the future, people! A complete departure from the past, the zero-emission Hummer makes jaws drop everywhere it goes. I spent 30 memorable minutes behind the wheel, and during that time there were many occasions where curious drivers would try to get closer, grab their phones to take a few shots and nearly cause an accident in the process. This thing is a serious magnet.

https://www.guideautoweb.com/en/articles/61964/we-finally-drove-the-2022-gmc-hummer-ev/

The fifth-generation Cadillac Escalade was introduced for the 2021 model year, arriving with a long list of upgrades and changes that infuse the luxury SUV with a variety of cutting-edge technology. Now, that impressive tech focus has been recognized with a Wards 10 Best UX award.
The outlet was particularly impressed by the Cadillac Escalade’s new curved OLED infotainment display. The latter is essentially three screens in one, incorporating a 7.2-inch touch control information center to the left of the driver, a 14.2-inch cluster display in front of the driver, and a 16.9-inch infotainment touchscreen to the right of the driver. Put it all together, and you get a massive 38 inches of screen real estate, with the OLED technology providing twice the pixel density of a 4K television.

Finally, the Cadillac Escalade now offers the GM Super Cruise feature, providing hands-free driving on select stretches of highway throughout North America.

Looking ahead, the winning design teams will receive their trophies next month during Automotive TechWeek.

https://gmauthority.com/blog/2021/10/cadillac-escalade-wins-wards-10-best-ux-award/amp/

Standard is auto emergency braking (AEB) with pedestrian detection, lane keeping assistance, auto high-beam lights, rear parking sensors, a reversing camera, roll-over mitigation, load adaptive stability and traction control with trailer sway control, tyre pressure monitoring, traffic sign recognition, driver fatigue monitoring and six airbags (dual front, front side and full-length curtain).

https://www.carsguide.com.au/tradies/ford-ranger-raptor-x-84990

Driving range is a critical consideration for EV customers and Toyota has brought to bear almost 25 years’ experience in high-capacity battery development to ensure that not only does the bZ4X offer peace of mind of in terms of the distance it can cover, but also reassurance that that capability can be maintained year after year. In line with development targets for the battery, only a marginal reduction in battery performance is expected – around just 10% – in 10 years of driving, or 240 000 kilometres, whichever comes first.

The high-density lithium-ion battery has a 71.4 kWh capacity that is expected to deliver a driving range of more than 450 km (applying to WLTP metrics). Figures depend on version and remain provisional at this stage, prior to homologation.

Introduction 0:00
Toyota BEV Platform 0:30
Features 1:42
Safety 2:29
Materials used 3:41

https://www.youtube.com/watch?v=6hTBbCR9tvQ

This is the Toyota BZ4X concept car, a preview of the company's forthcoming all-electric plans. Though we don't yet know important details like the range or horsepower, this first look gives us the chance to dissect the design and see which direction Toyota is headed with its EVs.

https://www.youtube.com/watch?v=Z-psoZULLJ0

Am i right to think not seen any Toyotas with DMS yet? Only in the Lexus, from memory.

Nice little DMS camera on the steering wheel.

Wink wink nudge nudge lets hope its a SEE DMS camera

https://www.slashgear.com/toyota-bz4x-ev-arrives-in-mid-2022-with-a-wing-shaped-steering-wheel-29697458/

pm444

Its a bit more than Doorbells. Security etc is big business.

ams OSRAM, a global leader in optical solutions, partners with leading e-lock provider Kaadas to introduce latest intelligent e-locks. The TMF8801 ToF sensor provides distance information as an input to the facial recognition system.

About Kaadas

Kaadas is specializing in high-end smart locks, which is a full-industry chain company integrating product development, manufacture, sales, installation and after-sales. It is also a national high-tech enterprise headquartered in Shenzhen High-tech Park, China - Tsinghua Information Port. Kaadas has always been adhering to the faith of "innovation, Smart, Quality, Integrity, Craftsmanship" to make smart locks. At present, Kaadas has more than 1,000 employees, tens of thousands of global terminal network, and its sales scale ranks among the top in the world.

Find out more information on: https://www.kaadasgroup.com/

Updown

Didnt Paul mention doorbells in one of his presentations on video?

"I am proud of Visteon’s resilient third quarter performance that delivered improved results versus the second quarter and better-than-market sales performance despite the semiconductor shortages."– Sachin Lawande, President and CEO, on Visteon's third-quarter financial results.
#ThirdQuarter #FinancialResults #Q3

http://www.itnewsonline.com/GlobeNewswire/Visteon-Announces-Third-Quarter-2021-Results/30191

Joker

I think SEE are around 40% and Cenkos 60-60% from Memory? Smarter ones on here will know. Qualcomm are a monster and i expect big things.

Doubt we will get to 2023 without being bought so have to wait and see. There's 300 million commercial vehicles out there will need DMS so 1% of that market will be massive on its own.

SEE & SEYE will take the lions share iam sure. Time will tel who gets to the biggest turnover and profits though.

Joker

Yes sure SEYE will do well. Will end up with a nice earner but a smaller slice of the pie. Room for a couple of major players in this game though.

Add Fleet and Aviation and sure SEE will have a large number of units out there by 2023 the same as them.

https://www.prnewswire.com/news-releases/tobii-interim-report-for-the-third-quarter-2021-301410667.html

BAIC SPECIFICATIONS X7

As for the giant baek X7 It comes with a 1500-horsepower 187-horsepower turbo engine, and a transmission DCT dual clutsh WET , with an integrated security system with 9th generation technology from BAIC that includes a moving object detection system, 6 airbags, a smart driver fatigue monitoring system, a warning light for another object in the mirrors, a warning system when opening the doors.
https://middleeast.in-24.com/business/354279.html

The critical difference in the Super Cruise system is a driver-facing infrared camera to make sure he or she is paying attention to the road and is ready to take over manual control when necessary, said Kelly Funkhouser, head of connected and automated vehicle testing at Consumer Reports.

The group noted that Autopilot can shut off abruptly in some situations, while Super Cruise did a better job of notifying the driver when the system is disengaging.

In recent European safety testing, a Tesla Model 3 with Autopilot placed sixth out of 10 systems, getting high marks for performance and ability to respond to emergencies, but falling short on its ability to maintain a driver’s focus on the road.

https://www.autoblog.com/2020/10/28/tesla-autopilot-loses-gm-super-cruise-wins/

The 2021 Hechuang 007 intelligent driving safety system has more than 20 L2+ automatic driving assistance functions such as automatic parking and lane change assistance, providing users with a comprehensive and assured intelligent guardian, allowing users to enjoy a good time. The whole car is equipped with 24 sensors, equipped with ultrasonic radar, millimeter wave radar and high-definition external camera, which can realize precise driving assistance. The fatigue monitoring function of Hechuang 007 is also very practical. It can remind the driver when the driver is tired, and the unique vital signs detection and child rear-seat care functions, like your exclusive housekeeper, can report your child's every move to you at any time.

https://min.news/en/auto/9434a44d76614bd6bb2402c26b0c15e9.html

When you look whos in the videos. LG, Visteon, Arriver,Harman,Veoneer etc etc

I think we will need a bigger boat Lewbo.....

https://iot-automotive.news/qualcomm-revolutionizes-the-digital-****pit-with-4th-generation-snapdragon-automotive-****pit-platforms/

> Highly Intuitive AI Experiences: utilizes the cutting-edge AI Engine for driver and passenger personalization, in-car virtual assistance, natural voice control, language understanding, driver monitoring and occupant presence detection and adaptive human machine interfaces. The AI engine provides a system capable of constant learning and adapting to the occupant’s preferences, limited not only to media or infotainment content but also to vehicle controls such as seat and mirror positioning, HVAC and per seat personalized climate bubbles, audio content and volume preferences and providing the driver with an interface that is attuned to his/her preferences and the vehicle ambience.

> Contextual Awareness and Safety enhancements for intelligent and distraction free driver assistance systems, including in-cabin monitoring, child and occupant detection and ultra-HD surround view monitoring with Object Detection for roadside safety. Using the AI Engine and ISP blocks, the platforms are designed to also allow for in-cabin and external camera integration, providing the infrastructure to ensure the safety and comfort of the occupants. The safety infrastructure extends across the key compute blocks and is augmented by an integrated safety manager to provide the higher automotive safety integrity levels (ASIL) needed for domain consolidation.

https://iot-automotive.news/qualcomm-revolutionizes-the-digital-****pit-with-4th-generation-snapdragon-automotive-****pit-platforms/

“The digital ****pit has become synonymous with the ever-growing need for automakers to create a unique, differentiated and branded experience for their customer” said Nakul Duggal, senior vice president & GM, automotive, Qualcomm Technologies, Inc. “With our 4th Generation Snapdragon Automotive ****pit Platforms, we strive to deliver the industry’s most advanced digital cabin solutions and aim to reinvent the driver, passenger and rear seat entertainment and contextual awareness experience, while also addressing the automakers’ shift to zonal compute architectures with the fusion of compute, performance, AI and safety. We intend to continue empowering automakers to scale these powerful automotive ****pits across a diversity of vehicle segments and help automakers democratize access to advanced infotainmen

Lets hope with Qualcomm we in these. Seem ambitious.

Vietnam's VinFast eyes start of U.S. deliveries in late 2022, CEO says
The automaker plans to inaugurate 60 U.S. showrooms next year, but expects most of its U.S. sales to be online, CEO Michael Lohscheller told Reuters.

Vietnamese automaker VinFast will begin taking preorders in the U.S. market for its VF e35 and e36 electric utility vehicles in the first half of 2022 and expects to begin delivering them by the end of the year, global CEO Michael Lohscheller said.

"It's still early to make any sales predictions, but VinFast will unveil two of our latest EV models, which are VF e35 and VF e36, at the 2021 Los Angeles auto show this November, thus marking our official introduction to the American market," he said in an email to Reuters.

The company expects to begin delivering its first EVs in Vietnam starting in December, said Lohscheller, a former Volkswagen and Opel executive who was named to his position at VinFast in July.

https://www.autonews.com/automakers-suppliers/vietnams-vinfast-eyes-start-us-deliveries-late-2022-ceo-says

Ms. Le Thi Thu Thuy, Vice President of Vingroup, shared: "The global market's demand for high-quality electric vehicles has motivated VinFast to constantly strive to launch new electric vehicles. new electric car models. We have carefully invested and conducted profound market research to meet the expectations of global customers. This is just the first step and we hope to win the hearts of the most demanding customers with VinFast's dedicated service and high-quality products."

https://www.wapcar.my/news/us-debut-at-la-auto-show-next-month-for-vinfast-vf-e35-and-vf-e36-ev-suvs-35693