The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Whatif
I dont get too excited about these partnerships, all the chip companies work with everyone so it depends who the T1 is?
They work with Bosch, who working with SEYE atm?
Its a tangled web that is hard to unravel. But if you got partners in various forms in the supply chain theres always a chance :)
đď¸ Save the Date: Meet Smart Eye at the #HAIHELIEXPO đ
Every year, the HAI HELI-EXPO attracts brings together 14 000 #aviation industry professionals and 600+ exhibitors.
Next week, February 27-29, Smart Eye is excited to be one of them as we showcase our #eyetracking solutions at the Convention Center in Anaheim, CA, USA.
Experience how our objective, multimodal approach is a game-changer aviation research and training. By combining technologies such as eye tracking, galvanic skin response sensors, EEG, ECG, voice analysis, and emotion sensing, we can offer unparalleled insights into human performance and behavior. đ§
Make sure to stop by our booth, #9300, to find out more about our solutions, ideal for #humanfactorsresearch, #flighttraining, #pilotmonitoring systems and much more. âď¸
đ Click here to learn more about our aviation solutions: https://lnkd.in/djuRmn-X
Captured in-cabin monitoring programs at BMW, Ford, General Motors and Toyota
Business Highlights
Recognized by Morgan Stanley as the fastest growing semiconductor company in the world over the past two years, among 224 global suppliers
https://bit.ly/49pdMnc
RAM and Jeep have finally entered the hands-free driving game with the 2024 Grand Cherokee and the 2025 RAM 1500. Join me as we give the system a whirl in the new Hurricane powered RAM!
https://www.youtube.com/watch?v=3r61wh2a4Wk
Smart Eye has reported results for 4Q23 and full year 2023. The critical reveal is shown in the Group report on page 8. #automotive revenues, while up significantly in 2023, were driven by NRE and aftermarket AIS. AIS revenue was zero in 2022 so not hard to achieve growth there, while NRE is typically low (or negative) margin business. License volume is now being driven by Korea (Hyundai) but analysis shows many of those are the awards with lowest revenues per design win (license revenue assumed âŹ3 per car).
In the latest investor presentation Smart Eye CEO Martin Krantz revealed âcars on roadâ has not yet reached 2M. The total at the end of 2022 was declared at InCabin Phoenix to be 1.3M, so full year 2023 must therefore be under 700K. Even with a down quarter Seeing Machines reported 815K, which can be validated from its quarterly KPIs. So Seeing Machines is confirmed as the clear #DMS market leader in 2023 based on supplier numbers and guidance.
Krantz further provided guidance that the milestone of 2M cars on road will be hit âquite soon.â He did not say âin this quarter,â or even ânext quarter,â implying that this goal wonât be reached until 3Q24 at the earliest.
Smart Eyeâs market sizes and its supplier share estimate make absolutely no sense. It presents an estimate for the 2023 global DMS market of ~2.5M cars with Smart Eye holding a 40% share. Based on its own numbers that is 1M cars with its DMS last year, which it was simply nowhere near. For 2024 its forecast is 6M cars with DMS, and a 40% share equates to 2.4M cars, or 600K per quarter.
Smart Eye stated in the Q&A for its 3Q23 results that it would achieve profitability with quarterly volumes of 500K. So based on the information provided, it isnât at all clear how the company gets to profitability in 2024. That may explain why key people are already leaving. More will become clear in the next two quarters.
For institutional investors, family offices and others seeking an expert third-party source to understand trends in the DMS and OMS market, I can be booked for telephone-based consultancy via GLG Guidepoint and Third Bridge Group Limited. Just ask for me by name.
sales of smartcore had another year of robust growth and the new launches will help this product line to continue to grow in the coming quarters. we moved up in the value chain in our digital ****pit products with new vision and cloud software solutions that are unique amongst our peers. our latest infotainment and smartcore systems offer advanced camera-based driver monitoring and surround view features that are fully implemented in software, which avoids the need for separate and dedicated ecus, as is the case today. this in-house developed software demonstrates the growing capabilities at visteon in terms of developing automotive specific applications. last month at ces, we displayed the first ****pit domain controller with integrated level one and level two adas features including driver monitoring, which is the next level of ****pit electronics integration that we believe will be a competitive advantage in the future.
https://uk.finance.yahoo.com/news/visteon-corporation-nasdaq-vc-q4-134544657.html?guccounter=1&guce_referrer=ahr0chm6ly93d3cuz29vz2xllmnvbs8&guce_referrer_sig=aqaaagq5jw1y0vvyay2jalmjp6p6qvgvn1dsdon6oextbythjonhwyph9vxvml98yh-qjsihkkwu4pwqrd3giztyysu58_jblcfjvsxuybyqhr4ef9be_jl9dy97a-s_2ng4kvzc1uz3u7awud6xysqzfdbabg5k_tlkigavmdwhjlcf
colin from 2021 ee times
bmw idrive 8
details are scant, but bmwâs idrive 8 looks like the first integration of an automated driving system with the infotainment system and is set to debut this year on the recently announced bmw ix and i4 models. the automated driving functions are based on mobileyeâs eyeq5 processor with aptiv as tier 1. on the infotainment side my assessment is that bmw has designed-out both nvidiaâs processor and smart eyeâs dms in favor of qualcommâs third-generation ****pit applications processor running a highly customized version of the seeing machines embedded driver monitoring engine (e-dme)
colin seemed to think link with them back in 2021?
no information is available regarding the tier 1 for the infotainment side of idrive 8, but i would estimate suppliers such as garmin, harman and visteon to be the most likely based on existing relationships. idrive 8 looks to be a significant advance on its predecessor and we will know more as the ix and i4 go into production, scheduled for early in 2022.
https://www.eetimes.com/untangling-dms-design-wins/
Roi
Thats a tricky one as some models have multiple Trim variations. From my sniffing around I reckon roughly
Ford & Lincoln 9 + 2 more announced recently Imminent
GM Brand 17 with more to come
Mercedes 2
BMW prob 6-8 but ramp up next month
Fisker 1
Honda 1 or 2
Coming soon
Jeep x 1 + 2 more hinted
VW x tbc
Fisker 1
GM x tbc
Ford x tbc
With these sort of Headlines who knows?
Mercedes Will Launch 25 Cars This Year But Not The Cheapest One
https://carbuzz.com/news/mercedes-will-launch-25-cars-this-year-but-not-the-cheapest-one
BEST NEW BMW MODELS COMING BY 2025: ALL YOU NEED TO KNOW
https://www.carwow.co.uk/news/6613/new-bmw-models-coming-soon#gref
https://www.jdpower.com/cars/shopping-guides/changes-to-the-2024-fisker-models
GM Expects To Build 200,000 To 300,000 EVs This Year
https://www.autoweek.com/news/a46596709/gm-to-build-300000-evs-2024/
Must be 10 models in the list with SEE.
The 2024 model year has continued the pace of new electric-vehicle introductions that began in 2022. As usual with new EV models, some have rolled out for 2024 with limited initial availability (in numbers or markets) or as fully loaded âfirst editionsâ with more affordable versions to come.
Related: How Do Inventory and Pricing Look for the EV Market?
Price (along with higher interest rates) continues to be a concern for potential EV buyers. Despite some price competition in the past year, the average list price of a new EV remains north of $60,000. And while 2024 was the end of the road for two of the most affordable EVs, the popular Chevrolet Bolt EV hatchback and Bolt EUV SUV, the crop of new EVs for the 2024 model year includes the return of the Fiat 500e hatchback, which will start below $35,000 (all prices mentioned here include destination charges).
https://www.cars.com/articles/whats-new-with-electric-vehicles-for-2024-478359/
At the 2025 Ram 1500 test drive Monday, vehicle development lead Doug Killian told Edmunds that the full-size pickup will be available with the Hands-Free Active Driving Assist system. As its name suggests, this is a hands-off version of the current Active Driving Assist system that is made up of adaptive cruise control, lane-centering assistance and other advanced safety features.
Like Ford's BlueCruise, GM's Super Cruise and Toyota's Teammate, sensors monitor your eye position while the system is active. As long as you're watching the road ahead, driving on one of the more than 125,000 of premapped roads and the system is working properly, you can take your hands off the wheel and let the car take control. Lane changing is activated by using the turn signal, with the system looking to see if there are other vehicles in your path and blind spots and then it moves accordingly. As with the other systems noted above, Hands-Free Active Driving Assist is an advanced Level 2 autonomous driving system, sometimes called Level 2.5 or Level 2+.
https://www.edmunds.com/car-news/jeep-debuts-hands-free-driving-system-in-2024-jeep-grand-cherokee.html
A cache of map data from TomTom, a high-definition GPS receiver, and the SUV's cameras and radar determine the suitable roads, an infrared camera on the steering column watches the driver's eyes. When available, drivers press a button on the steering wheel to activate the system, gauge cluster and HUD graphics turning green to indicate HFDA is in operation.
Check out the Motor Authority piece for more details on the system. The 2025 Ram 1500 appears to be next Stellantis brand vehicle to get the system, Ram's retail site touting the feature for the pickup and showing the driver's eye monitor on the steering column. We expect the Jeep Wagoneer and Grand Wagoneer could add HFDA to their configurators before then.
As caught by Motor Authority, Jeep quietly introduced its Hands-Free Active Driving Assist (HFDA) technology two years after announcing it. Press releases from 2021 heralding the 2022 Grand Cherokee, Wagoneer, and Grand Wagoneer touted, "Hands-free Active Driving Assist (late availability) offers hands-off driving at all speeds and lane centering on approved roadways, for even greater driving convenience. The system will predictively slow the vehicle down in tight curves, automatically resume control after driver override and verify that the driver is paying attention to the road." At the end of last year, members of the WL Jeep Forum were still creating threads asking if anyone had heard of HFDA appearing on production vehicles.
Note, HFDA is more advanced than the automaker's Active Driving Assist, the latter essentially being hands-on adaptive cruise control and lane centering. HFDA only works on approved roads, can change lanes after the driver taps the turn signal, and works up to 90 miles per hour.
https://www.autoblog.com/2024/02/20/jeep-grand-cherokee-finally-gets-hands-free-driving-assist-a-2995-option/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvLnVrLw&guce_referrer_sig=AQAAAAjc_2-Catb4pUbIl5DchwJDRgOGORXu1sdViIw_ZtZP5xg5Ybtdc3-rgNWUbYMG7xughlQ7dx1HsrrvTuEdNuGgYqmTa8pOwvhoyTuITxWqVHS7cNeKMQnCyJhaPOSGUsBzO565CB5KaQhDQv1l3deNd3VXES1h5S1fDhlWpwtT
It seems that both systems will be offered.
1. If OEM fitted, can choose SEE to monitor or not
2. I presume if bought to use with telematics Co they can be in charge of their own monitoring
Hyms
I think bluecruise with Lincoln aswell is about 9 models and 2 more announced coming soon.
GM offers 15 vehicles with Super Cruise, including pickups, SUVs, the Bolt EUV and all Cadillac models. Up until now, it's largest Super Cruise expansion took place in 2022, growing from 200,000 to 400,000 miles.
Drivers using the GM Super Cruise semi-autonomous driver assistance system have driven more than 160 million miles with the technology active, The General has announced, counting only the accident-free trips involving its use for a snapshot of its effectiveness.
GM also notes that 80 percent of Super Cruise users find driving with the help of the system increases relaxation while on the road, and that Super Cruise is rated as the second-most-important factor in buying decisions for GM vehicles.
The General released the total miles driven and customer satisfaction figures at the same time it announced a near-doubling of Super Cruise road coverage in North America. The total extent of roadways offering the systemâs hands-free driving will rise from the current 400,000 miles to 750,000 miles once the expansion is complete.
New roadways, including both divided highways and â for the first time â two-lane roads leading to smaller city destinations, will be added incrementally to vehicles equipped with the system. Over-the-air updates are used to expand the network with the highest level of convenience to the vehicle owner. The full rollout of the additional 350,000 miles will be complete by the end of 2025.
https://gmauthority.com/blog/2024/02/gm-super-cruise-users-traveled-160-million-miles-so-far/amp/
General Motors just made a significant hands-free driver assistance announcement that illustrates how differentâand similarâGMâs approach is to Tesla âs . The announcement also demonstrates how the industry talks about driver-assistance technology.
Thursday, GM nearly doubled the network of roads open to Super Cruise hands-free driving technology to 750,000 miles. To put that into perspective, the moon is about 240,000 miles from Earth, and GM says its network is the largest in North America.
Super Cruise can do many driving tasks. It requires human supervision 100% of the time, just like systems from other auto makers.
âGM is all-in on safely deploying Super Cruise as we make the technology available on more vehicles, more roads, and for more people to enjoy,â said Anantha Kancherla, GM vice president of advanced driver assistance technologies, in a news release. âA key part of that is expanding the road networkâin this case nearly doubling it againâwith LIDAR mapped highways. High-precision LIDAR mapping gives us an operating domain where we are confident in Super Cruiseâs abilities.â
https://www.barrons.com/amp/articles/gm-tesla-self-driving-cars-cded83c5
(IN BRIEF) Rheinmetall Dermalog SensorTec GmbH, a joint venture between Rheinmetall AG and DERMALOG Identification Systems GmbH, has clinched a significant order from a leading healthcare company for a cutting-edge system designed to detect distraction and fatigue during final quality control inspections on the production line. This order, serving as a pilot project, carries the potential for substantial future sales and represents a key milestone in Rheinmetallâs strategic expansion into digitalization technology beyond automotive applications. Leveraging biometric technology and AI software, this innovative solution underscores Rheinmetallâs commitment to diversification and market-leading expertise in industrial safety and quality assurance.
(PRESS RELEASE) DĂSSELDORF, 16-Feb-2024 â /EuropaWire/ â The tech enterprise Rheinmetallâs joint venture Rheinmetall Dermalog SensorTec GmbH has received a highly promising order from a world-leading company in the healthcare sector. The order is for a system that detects distraction and fatigue during final quality control checks on the production line. Intended to serve as an initial test system, the order offers potential for total sales volume in the lower single-digit million-euro range following a successful start, while simultaneously opening market access to the industrial sector.
The manufacturer uses the system to check for distraction and fatigue at its factory during final inspection of medical products to assure steady high quality and safety by making sure the responsible person is paying attention. In winning this order, the company has achieved its strategic goal of integrating biometric technology, AI software and digitalization solutions in industrial settings, adding to its expertise in driver monitoring and access control. For Rheinmetall, this first order from an industrial customer marks an important step in the shift to digitalization technology and the expansion of the portfolio beyond automotive interiors, in harmony with the Groupâs electrification strategy and the strategic development of its âbeyond automotiveâ policy of expanding into other industries. Furthermore, the application of biometrics in industry and security is also helping to foster this forward-looking diversification.
https://news.europawire.eu/rheinmetalls-joint-venture-secures-major-healthcare-sector-order-for-innovative-fatigue-detection-system/eu-press-release/2024/02/16/12/25/59/130000/
While Mercedes-Benz's Attention Assist represents a leap forward in combating driver fatigue, the technology community is not resting on its laurels. A notable advancement is the development of a system designed to detect driver sleepiness through the analysis of eye closure and yawning, employing cutting-edge computer vision and machine-learning algorithms. This system, structured around three core modulesâpreprocessing, analysis, and alarm activationâboasts the MobileNet deep learning model at its core. Impressively, it has achieved a staggering 99.52% accuracy in predicting drowsiness from image datasets. The implications of such a system for real-time monitoring are profound, offering a glimpse into a future where technology not only enhances driving experience but also fortifies it against human vulnerabilities.
https://bnnbreaking.com/tech/mercedes-benzs-attention-assist-a-leap-forward-in-combating-driver-fatigue
Chrysler has recently made headlines with the unveiling of its latest innovation, the Halcyon. This futuristic vehicle promises to revolutionize the automotive industry with its cutting-edge electric and autonomous driving technologies.
The Halcyon represents a significant leap forward in the realm of electric and autonomous vehicles, boasting state-of-the-art features designed to enhance safety, efficiency, and convenience on the road. With its sleek design and advanced propulsion system, the Halcyon offers a glimpse into the future of transportation. Equipped with autonomous driving capabilities, it promises a hands-free driving experience, allowing passengers to sit back and relax while the vehicle navigates through traffic with precision and ease. Additionally, its electric powertrain ensures environmentally friendly operation, making it a sustainable option for eco-conscious consumers. With the Halcyon, Chrysler is setting new standards for innovation in the automotive industry.
As Chrysler unveils the Halcyon, it signals a bold step forward in the evolution of electric and autonomous driving technologies. With its futuristic design and cutting-edge features, the Halcyon represents the future of transportation, offering a glimpse into a world where driving is safer, more efficient, and more sustainable.
https://electrek.co/2024/02/13/chrysler-unveils-radical-halcyon-ev-concept-with-unlimited-range/
Everyday cars are turning more into fighter jets. BMW's new eye-tracking Highway Assistant technologyâpart of its Driving Assistance Professional package on the redesigned 2024 5 Series and all-new i5 electricâis just the latest example. Like a helmet-mounted sight, it's capable of directing hands-free lane changes at highway speeds, all with a purposeful look.
More variants of the i7 full-size electric sedan also emerge for 2024, and several other models see small upgrades. Keep reading for what's new on every 2024 BMW car.
https://www.motortrend.com/features/new-bmw-cars-lineup-updates-changes-2024/