RE: Ken Kroeger28 Jun 2019 12:00
ET
This is what he said last Week.
Winners:
Anyone involved in ADAS — particularly suppliers of camera and radar modules — and Mobileye (Intel). Xilinx also looks particularly well positioned for success, with design-wins for both ADAS and DMS.
With global shipments of automotive IR vision DMS forecast to rise to almost 70 million in 2025, from about 1 million this year, it is the suppliers of DMS software that look likely to be the major winners. Seeing Machines — which provides the DMS for Super Cruise in the Cadillac CT6 — is the clear technology leader and well positioned to take the largest market share for DMS in Level 2+/3- vehicles.
For lower end vehicles operating at Levels 1 and 2, the DMS design-wins look set to be mostly shared between Seeing Machines, Smart Eye, Eyesight Technologies and Jungo Connectivity, among others.