Stealth makes sense15 Sep 2020 22:41
It makes sense now why things seem to be changing. From Cenkos earlier in the week. Then Qualcomm quietly doing its business. Coincidence both working in stealth mode? Hardly. Let’s hope as Cenkos says SEE are now stepping up its marketing. I will go for 2-3 RNS’s before results.
After quietly advancing its DMS technology development roadmap over the last few years, Seeing Machines is now stepping up its marketing to the industry highlighting that it not only has the highest performance DMS at the lowest processing cost but also, unlike all other DMS suppliers, it is offering this solution to OEM customers in almost every possible configuration, integration and supply chain route to market. As well as the embedded software solution, such as that announced today, it offers DMS on a standalone chip (Xilinx FPGA FOVIO chip where there are already several major customers) as well as licenses for ASIC integration (first MOU signed last week). We see the development of its strategy to offer its DMS solution in all ways to all customers as a particularly important development, and will no doubt enable it to win a significant share of this market. In this respect we note that the DMS software industry currently remains a duopoly (with Smart Eye) and with Seeing Machines conservatively targeting a 30% share (which is also the basis for the Cenkos DCF valuation).
Meanwhile Qualcomm are also written about...
Automotive: Qualcomm has somewhat quietly made significant inroads into the automotive space and is poised to do well based upon two simple observations. First, 18 auto makers have already selected its Snapdragon automotive infotainment platform for their vehicles. Second, Qualcomm is sitting on a $6.5 billion design pipeline for automotive technologies including telematics, infotainment and in-car-connectivity.
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