RE: Cipia - Ambarella : Rearview Mirror ??21 Jun 2023 23:52
Looks like there is a Cipia "mirror" fire
The long and the short of it - all smoke, no mirror, so far.
Low power consumption ✅
But they don't have Occula, so let's reduce processing optimisation options.
The news story is they have wide angle lens and 5M pixel camera so have the resolution for DMS and OMS processed on Ambarella SoC.
OK they could package that in a tight space, say in a box behind the mirror (not in the mirror) and still get the same coverage in the car.
Lenses, LEDs & drivers.
These like Ambarella's chips are available. The experience to put them all together not so much.
Putting everything in the mirror. Well Magna won't help.
I have already lit a fire under Gentex's offering using their Guardian Optical Technology. Would they be smart enough to write that off as a trial run?
They still don't have the experience for good enough camera, lens and LED placement and they don't have access to SEE or Magna's IP and they have patents to navigate around. That may take 18—24+ months to catch up, but we have seen how many patents Magna have applied for the landscape keeps changing. They will keep finding themselves in a minefield and having to scrap approaches incase they blow up.
I expect that with Cipia's limited resources they couldn't do this alone.
I guess Bosch or Conti will take them under their wing. Package up as next gen Aftermarket product. Then chase down undecided OEMs and Truck makers with a target of 2026
But the underlying DMS won't be as good due to limited data for training. They will always be a few steps behind and Guardian 3 is about to drop. FS-10 is old tech (broadly like G2) and their new hope is still years away
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