Member Info for terrym

MrBB
Not sure if Qualcomm do much with Tesla? But through Magna or Gentex maybe?

Other alleged suppliers include ADAC, ABC Group, Angell-Demmel, Argent, Gentex, Harada, Hitachi Cable America, Hope Global, MacLean-Fogg, Magna International, Methode Electronics, Multimatic, Panasonic, Plastomer, PSM International, Riviera, T1 Automotive, Zanini Auto Group, TXU Corp., Universal Logistics Holdings, Inc., Affinia Group Intermediate Holdings Inc., Lithium Exploration Group, Inc., U.S. Lithium Exploration Group, Inc., Niocorp Developments, Ltd., Rare Element Resources, Ltd., Burlington Northern Sante Fe Corp., Cooper Industries, Ltd., Clarcor, Inc., Dana Corporation, DELPHI CORPORATION, Flowserve Corp., NextEra Energy, Inc., Harman International Industries Inc., Lightwave Logic, Inc., Molex Inc., Metaldyne Performance Group Inc., Nortek, Inc., ROHM AND HAAS COMPANY, Searchlight Minerals Corp.

https://www.investopedia.com/ask/answers/052815/who-are-teslas-tsla-main-suppliers.asp

Be great when Magna start supplying some of their 58 OEMs with DMS.
Aston Martin
BAIC Motor
Beijing Automobile Works
BMW
Borgward
Brilliance China
BYD
Canno
Changan Auto
Chery
CNH Industrial
Cowin
Daimler
Dongfeng Honda
Dongfeng Limited
Dongfeng Motors
Enovate
FAW
FAW Volkswagen
Ferrari
Fisker
Force Motors
Ford Motor
Future Mobility
GAC Honda
GAC Motor
GAC NIO
GAZ
Geely Group
General Motors
Great Wall Automobile
Haima Zhengzhou
Honda Motor
Human Horizons
Hyundai Motor
INEOS
Isuzu Motor
Jianghuai
Lixiang
Lucid Motors
Mahindra & Mihindra
Mazda Motor
McLaren Cars
NIO
Qoros
Renault-Nissan-Mitsubishi
Rivian Automotive
SAIC Motor
SAIC-GM-Wuling
South-east Automobile
Stellanis
Subaru
Suzuki Motor
Tata
Toyota Motor
Vinfast
Volkswagen
WM Motor
Xiaopeng

“This news is long overdue,” said David Zipper, a transportation researcher and visiting Fellow at Harvard Kennedy School’s Taubman Center for State and Local Government. “Basically, Tesla’s made a series of strategic decisions to cut corners on safety in order to create advantages for the company. There’s a lot of skepticism of autonomous driving in general, but this company is pretty exceptional in its recklessness. Nobody else is naming something like this ‘autopilot’ [while also remaining] so resistant to installing driver monitoring systems to make sure drivers use it responsibly.”

https://usa.streetsblog.org/2021/08/18/federal-investigation-into-tesla-autopilot-defects-could-pull-765k-cars-from-u-s-roads/

https://www.morningstar.com/news/marketwatch/2021081720/will-you-own-a-self-driving-car-in-your-2

“We’ve been calling for this more aggressive approach to step in and provide guidance to manufacturers so they’re not leading us down a path where consumers misunderstand what these systems can do,” he said.

“There has to be good driver monitoring.”

https://www.autonews.com/regulation-safety/tesla-probe-ushers-get-tough-era-us-auto-safety-watchdog?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+autonews%2FBreakingNews+%28Automotive+News+Breaking+News+Feed%29

More importantly hopefully wake up all those big funds to the DMS market and get us in the limelight after all the big buys :)

Driver Drowsiness Monitoring
If you’ve ever gone on a road trip, you know how taxing a long drive can be on the body and mind. Drowsy driving can be extremely dangerous, but nobody ever thinks they’re too tired to drive.

A system that monitors drowsiness will keep tabs on a driver’s steering patterns and corrections, lane position, and some even monitor a driver’s eyes and face to detect driver fatigue, which is a leading cause of serious collisions. If the system detects unusual behaviour that indicates a drowsy driver, it will alert them and suggest they take a break.

This may be a feature you won’t need very often, but you’ll be thankful it’s there. If anything, this technology is a little like having an artificially intelligent car like Kitt from the TV show Knight Rider – it’s always there in the background looking out for your safety, even when you forget to.

https://www.msn.com/en-ca/autos/research/10-cool-car-features-you-dont-need-but-will-want/ar-AANq8zZ

https://www.linkedin.com/posts/electrek_cadillac-lyriq-first-look-at-60000-my-activity-6833450605030215680-VeZe

Soulboy

Once the models start announcing on a monthly basis the newsflow should be more constant. We are nearly at the point when we should start seeing an average of 3 models every 2 months announced.

Roll on January for me now & get some decent updates on the $900m in auto & new RFQs, update on Fleet with Eroad and anyone else.

Qualcomm should of done some stuff by then, as should Omnivision, hopefully on top.

We still Have CAE & L3 news to look forward to aswell.

But until then its a waiting game as usual......

Mix must be producing sales.

Can you tell when your drivers are tired or distracted? We can.

Driving always carries a certain amount of risk, even under the best of circumstances. Even when the road is visibly clear, and the driver is alert - mobile phones and points of interest can cause distraction and this leads to sometimes fatal accidents. According to statistics from the Transport Accident Commission (TAC), two in every ten crashes involve driver fatigue*.

MiX Telematics, in partnership with Seeing Machines, has developed an integrated driver fatigue monitoring system called Guardian. It offers advanced sensing technology and uses patented detection algorithms to recognise signs of inattention and fatigue by tracking a driver’s face, eyes and eyelids.

Once one or more of these signs have been detected, the system signals the driver by either generating an in-cab sound or activating seat vibrators or both. These actions have been proven to bring drivers back to an alert state, helping to ensure that they arrive safely at their destination, trip after trip.

The Guardian system’s innovative cameras have the ability to recognise signs of inattention and fatigue even at night and when glasses are being worn so nothing goes unseen.

https://www.mixtelematics.com.au/value-added-services/distraction-and-fatigue-monitoring

I wonder when we get Qualcomm announcing SEE wins?

Of course, the Jietu X70 PLUS Zhuge Edition is not only "great wisdom", but also comprehensive in terms of safety and health. First of all, hard-core security defense is indispensable-75% high-strength steel cage body made of up to 1500MPa hot-formed steel, so that the Armament class body protection is implemented; the whole vehicle has 9 high-definition cameras and 360-degree panoramic images, Provide all-round safety and considerate "protection net"; SenseTime's DMS+OMS face recognition system provides real-time reminders of driver fatigue monitoring, and is always ready to sound "high-energy early warning" for "night cars" and "long-distance people". It also monitors the vital signs of living organisms above 10 cubic centimeters in the vehicle, and protects the life safety of the entire vehicle's drivers and occupants from multiple angles.

As a "thinking and communicating" SUV, the Jietu X70 PLUS Zhuge Edition has made a lot of effort in intelligence. The digital intelligent ecological ****pit based on Qualcomm's third-generation Snapdragon chip provides a powerful Computing power support to ensure the smooth operation of the system.

https://min.news/en/auto/07cd1a539ad5bac9982a07dbfee6b090.html

https://mashable.com/article/2023-cadillac-lyriq-photos

They really need to be raising the SP now.
1. No Fleet value
2. No aviation value
3. Deals being done

I can imagine one day when SEE announce $500m won work, Toyota signs up, Aviation gets its 1st $10m contract all on the same day.

Meanwhile Cenkos will have those famous words.

We reiterate our Buy recommendation and 16p group valuation.

Almagest
Yes be interesting. What i posted earlier about them buying Coretex. They have a plan :)

The Acquisition is transformational and significantly accelerates EROAD’s key growth metrics by two years by providing:

Increased product market fit with proven technology solutions in new verticals and significantly increasing EROAD’s addressable market
Increased Enterprise grade solutions as well as gaining a number of key Enterprise accounts which increases EROAD’s ability to win Enterprise customers
Access to Coretex’s next generation platform, which provides EROAD with the ability to accelerate its technology and product roadmaps with the combined expertise of product and engineering teams
64,177 units in North America, Australia and New Zealand, significantly lifting EROAD’s market position in North America and Australia
Increased growth velocity toward 250,000 units and positions EROAD to become a bigger player in the global telematics market

S2030
We working with BMW, FORD, GM & MERCEDES & probably Toyota but dont hear too much from them either.

Lets see in January how many units are sold and connected in the 1st 6 months?

Interesting what they upto and looking for growth.

Acquisition of Coretex

A wholly owned subsidiary of EROAD has entered into a conditional agreement to acquire 100% of Coretex. Coretex is a telematics vertical specialist provider delivering enterprise grade solutions with connected units in North America, Australia and New Zealand. Coretex is focused on growth verticals of less than a truck load (LTL), refrigerated transport, construction, and waste & recycling. Coretex has a well advanced pipeline of North American Enterprise customers. In FY22 Coretex is forecast to deliver AMRR of between $50-$53m and EBITDA of $7-9m.

Both EROAD and Coretex aspire to create a safer, more sustainable and more productive society. EROAD’s customer solutions not only help to reduce speed, ensure vehicles are safe and improve driver behaviour, but they also help our customers achieve greater fuel efficiency, reduce compliance costs and improve fleet productivity. Coretex’s specialist products complement EROAD’s solutions. For example, Coretex’s refrigerated transport solutions optimise compliance, safety and fuel consumption to help reduce wastage and emissions. Furthermore, their construction solutions help reduce construction and industrial wastage and their waste & recycling solutions help reduce contamination.

The Acquisition is transformational and significantly accelerates EROAD’s key growth metrics by two years by providing:

Increased product market fit with proven technology solutions in new verticals and significantly increasing EROAD’s addressable market
Increased Enterprise grade solutions as well as gaining a number of key Enterprise accounts which increases EROAD’s ability to win Enterprise customers
Access to Coretex’s next generation platform, which provides EROAD with the ability to accelerate its technology and product roadmaps with the combined expertise of product and engineering teams
64,177 units in North America, Australia and New Zealand, significantly lifting EROAD’s market position in North America and Australia
Increased growth velocity toward 250,000 units and positions EROAD to become a bigger player in the global telematics market

https://www.eroadglobal.com/global/news-entry?title=EROAD+to+acquire+Coretex+to+accelerate+key+growth+strategies

Eroad USA

Looking at the website its showing 9 exhibitions in USA in next 4 weeks alone! Looks a great partner to crack the USA market with.

https://www.eroad.com/

About the job
Role Description

DevOps Engineer

Seeing Machines is engaged in a multitude of programs at the forefront of innovation, being delivered by a team of highly skilled engineers and scientists. These programs require world-class DevOps Engineers to support the successful design, development and delivery of Seeing Machines technology to customers across the world.

Let’s hope this becomes the norm with most trims SC coming as standard

https://www.google.co.uk/amp/s/gmauthority.com/blog/2021/08/most-2022-cadillac-escalade-trims-gain-standard-super-cruise/amp/

Everyone can go and have a beer and celebrate hitting 12p again. Roll on next Week.

Green blobs will be crying in their beers no doubt ;)

Karma works in mysterious ways i guess......