The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
So much negativity over the last few days (some understandable re:fleet and current sp) but there are so many opportunities for this share.
Less we forget we are working on guardian 3 (probably for a little while now) with a new SeniorVP and fleet manager with extensive experience. Hopefully we have learned the lessons and spoken to the many fleet companies in understanding their needs re: product/design/costs etc. There are >500,000 registered trucks in Australia alone.
Also a known pipeline of potential orders in testing phase with Veoneer alone, who are hiring esp. in Japan and without forgetting potential sales through other tier1's - its said we are working with pretty much all of them.
An aviation contract announced soon however big/small in pilot training working with big names in aviation business with huge potential (albeit further in the future).
http://australianaviation.com.au/2018/08/australian-company-examining-how-we-look-at-flying/
A software solution and hardware System-on-Chip (Xilinx) fovio engine working with fpga capable of over-the-air updates and multiple uses.
https://forums.xilinx.com/t5/Xilinx-Xclusive-Blog/Beep-Beep-The-case-for-FPGAs-for-ADAS-and-Autonomous-Driving/ba-p/869185
https://www.eetimes.com/document.asp?doc_id=1333419&page_nu
I can see our tech used up to and including L4 to ensure safe handoff between car and driver. There are so many uses for FPGA in automotive inc advertising. http://fortune.com/2018/02/20/car-future-sell-data-telenav/
Not to mention some of Semicast examples:
"Phone-as-a-key" remote door unlock via iOS/Android app
Load advanced biometric facial recognition IP to FPGA
Authenticate driver locally or via cloud (OTA)...plus more I'm sure which haven't been considered. Even L5 will have camera based tech in some form as machines try to understand and predict what we want...probably more advertising lol.
Still waiting for new post on xilinx forum/blog: 'Watch this space for an upcoming post where we share two exciting, emerging automotive applications that are possible only with FPGA.
Regarding placing i agree with goldenboy2 post 'Why raise money now when you have enough to last you until mid 2019, self driving cars are the dotcom ramp of 2018, they are all massively overvalued.....if you need money do it off the back of several OEM wins. Maybe we will get a strategic investor onboard like others have speculated.
This is a great board esp when we focus/share research.
'GM has had conversations with "air taxi" companies about using the carmaker's autonomous and electric vehicle technology to create flying cars, Mike Abelson, GM's vice president of global strategy, said Thursday at the FT Future of the Car Summit USA in Detroit.'
https://eu.freep.com/story/money/cars/general-motors/2018/11/09/general-motors-future-lineup-include-flying-cars/1930877002/
https://insideevs.com/tesla-model-3-navigate-autopilot-crash/amp/
'One of the Tesla Model 3 drivers recently shared a video of a dangerous situation when Autopilot confused the upcoming off-ramp with a small emergency area before the off-ramp. The driver needed to take control as the car turned towards the barriers.'
If that driver was not paying attention...
Let's hope Tesla's new Australian chairman/woman is a good omen ;)
'In particular, today’s low rate of overall accidents is due to the introduction of automation [3]. However, it has also shifted the role of the crew from direct (manual) controllers to supervisors. Unfortunately, automation is not always fully understood nor surveilled correctly [4] and this can generate complacency [5]. This phenomenon can promote the failure of the crew to monitor flight instruments properly because of over-reliance on automation. Thus, the adequate, active visual monitoring of the flight parameters in the cockpit is an essential piloting skill and becomes one of the most critical issues for flight safety'
Recently the Federal Aviation Administration (FAA) published a final training rule that requires enhanced pilot monitoring training to be incorporated into existing air careers training programs, the compliance date being March 2019. Also, the Bureau Enquêtes-Accidents (BEA), the French investigation agency, recommended studying pilots’ monitoring with eye-tracking to improve piloting procedures [12]. In a recent survey [13], 75% of pilots answered that a publication of detailed information regarding the required visual patterns for the different phases of flight (for example, take-off, approach) could help them to enhance monitoring skills.'
This is a great read if you haven't seen it.
The Neuroergonomics of Aircraft Cockpits: The Four Stages of Eye-Tracking Integration to Enhance Flight Safety
https://www.mdpi.com/2313-576X/4/1/8/pdf
Abstract:
'One promising avenue to further enhance flight safety is Neuroergonomics, an approach at the intersection of neuroscience, cognitive engineering and human factors, which aims to create better human–system interaction. Eye-tracking technology allows users to “monitor the monitoring” by providing insights into both pilots’ attentional distribution and underlying decisional processes. In this position paper, we identify and define a framework of four stages of step-by-step integration of eye-tracking systems in modern cockpits.
Stage I concerns Pilot Training and Flight Performance Analysis on-ground;
stage II proposes On-board Gaze Recordings as extra data for the “black box” recorders;
stage III describes Gaze-Based Flight Deck Adaptation including warning and alerting systems, and, eventually,
stage IV prophesies Gaze-Based Aircraft Adaptation including authority taking by the aircraft.
We illustrate the potential of these four steps with a description of incidents or accidents that we could certainly have avoided thanks to eye-tracking. Estimated milestones for the integration of each stage are also proposed together with a list of some implementation limitations. We believe that the research institutions and industrial actors of the domain will all benefit from the integration of the framework of the eye-tracking systems into cockpits.'
Sorry had to post again to clean up text (OCD). Got excited reading this pdf.
The Neuroergonomics of Aircraft Cockpits: The Four Stages of Eye-Tracking Integration to Enhance Flight Safety
https://www.mdpi.com/2313-576X/4/1/8/pdf
Abstract:
'One promising avenue to further enhance flight safety is Neuroergonomics, an approach at the intersection of
neuroscience, cognitive engineering and human factors, which aims to create better human–system
interaction. Eye-tracking technology allows users to “monitor the monitoring” by providing insights
into both pilots’ attentional distribution and underlying decisional processes. In this position paper,
we identify and define a framework of four stages of step-by-step integration of eye-tracking systems
in modern cockpits.
Stage I concerns Pilot Training and Flight Performance Analysis on-ground; stage II proposes On-board Gaze Recordings as extra data for the “black box” recorders; stage III describes Gaze-Based Flight Deck Adaptation including warning and alerting systems, and, eventually, stage IV prophesies Gaze-Based Aircraft Adaptation including authority taking by the aircraft.
We illustrate the potential of these four steps with a description of incidents or accidents that we could certainly
have avoided thanks to eye-tracking. Estimated milestones for the integration of each stage are also proposed together with a list of some implementation limitations. We believe that the research institutions and industrial actors of the domain will all benefit from the integration of the framework of the eye-tracking systems into cockpits.'
https://www.aljazeera.com/news/2018/11/indonesia-lion-air-crew-faced-situation-manual-181113025324085.html
'Now the investigation appears to be expanding to the clarity of US-approved procedures to help pilots prevent the plane from overreacting to such a data loss, and the best methods for training them.' Sorry if already posted.
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RE: Bdms
Interesting point Philtronic. Hadn't considered discrepancy in 10,000-11,000 units connected could be clue. Too early to say how significant/insignificant bdms is. Need some visual confirmation esp. if true Apple using as per safestocks.co.uk
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RE: identification technologies
Didn't Ken say they are working on something very challenging for one of the OEMs (BMW maybe). Or Facial recognition used in Byton car maybe.
Notice Veoneer hiring in Japan inc FPGA Lead Engineer (though could be in any area of car - sensors/hud etc). While we wait for news all we can do is speculate but hopeful soon as Veoneer just completed Japan Ride & Drive.
https://veoneerjapan.teamtailor.com/jobs
https://www.instagram.com/p/Bp9heiqFJJC/
https://www.veoneer.com/en/learning-intelligent-vehicle
Veoneer’s Learning Intelligent Vehicle (LIV) is the driver’s “trusted companion,” that will help shape consumer acceptance of autonomous vehicles.
LIV is an artificial intelligence (AI) equipped vehicle that can understand and respond to context. LIV uses external and internal sensing combined with complex algorithmic AI to create a unified contextual picture of what is going on with the occupants, vehicle, and driving situation and then act and communicate with drivers and passengers.
LIV is capable of sensing driver and passenger behavior and moods through an array of sensors that track sound, eyes and hand movements, and then adjusts vehicle dynamics based on the information collected. LIV is not just a friendly voice overlay – it senses the driver’s preferences and learns how to improve the experience and safety of the journey.
https://www.cbc.ca/amp/1.4894532?
The VP of BlackBerry software division QNX - an automotive software company - told a Windsor audience Tuesday that the age of fully autonomous vehicles is a little further down the road than some might think.
"There's a lot of hype out there and you hear about autonomous vehicles 'just around the corner' ... I think the detail behind that is that you're going to see some levels of autonomy or levels of automated driving, but not that fully autonomous car."
'For full autonomous vehicles, in other words, no steering wheel, or accelerator, or brake, we're talking 2035 — so we still have a ways to go,"
Follow up from chris100 post (hadn't seen)
https://www.aerospacetestinginternational.com/news/technology/bae-works-with-pilots-to-develop-eye-tracking-fighter-controls.html
SM listed as collaborator with co. Systems Technology Inc (sorry if already posted)
http://www.systemstech.com/company/collaborators/#
http://www.manmonthly.com.au/news/australia-officially-ratifies-tpp-11-trade-deal/
Not any direct benefit to SM but good to see close ties with Japan esp. :)
https://www.hcamag.com/hr-news/how-will-australia-benefit-from-transpacific-partnership-254800.aspx
http://www.thedetroitbureau.com/2018/11/ford-vw-discussions-now-far-more-wide-ranging-than-originally-planned/
Another article on Ford-VW alliance/partnership discussions 'with at least some projects could be revealed by year end'. Thought it was interesting they mention 'A similar, select alliance may be in the offing between General Motors and Honda.'
Together with Ford-Mahindra talks, here's hoping this may be lead to some of those ducks lining up for SM.
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https://thelastdriverlicenseholder.com/2018/10/30/unidentified-bmw-spotted-on-el-camino/
Also maybe nothing but good website for AV test vehicles being spotted - 'Could this be BMW testing?' in description.
Samsung says it won’t make cars.
'What fueled the rumors this time was the company’s massive plan to invest 180 trillion won ($161 billion) on new businesses, which it revealed earlier this month. A total of 25 trillion won from the budget was dedicated to developing four business sectors that Samsung counted as their main growth engines for the future: artificial intelligence, 5G, biotechnology and electric car components. Some experts linked the car component sector to Samsung’s possible intention to pursue an M&A with a car company.'
http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=3052257
Still hoping to see our tech https://newcast.com.au/portfolio-item/seeingmachines-samsung-vnr/
one day in Samsungs/Harman digital cockpit.
https://www.youtube.com/watch?v=A5MB9icFQGY
Maybe not incorporated in an OLED Windscreen. LOL. But who knows...
Good to read our tech alleviating privacy concerns (see link below). If I remember right Ken refers to the Fovio chip as a sensor less a camera. I think I read somewhere too the Cadillac Supercruise system uses the 1st generation Fovio chip and significant progress has been made since in what the SM DMS can and will be able to do in the future. I'm not sure if the chip has further generations or if guardian. Reading BeefcakeBrutus's old posts esp his visit to SM offices. http://www.lse.co.uk/member-info.asp?nick=BeefcakeBrutus
https://www.axios.com/driver-cameras-bring-privacy-concerns-873804d2-8897-468b-82f4-b3586bdfea31.html
'Consumer Reports found the Super Cruise system strikes the right balance between high-tech capability and safety. '
'GM says the camera isn't recording anything; it's just a buffered video feed to make sure SuperCruise works as it should. Its low-res infrared cameras can't identify you; they just track your eyes and face, says Navigant Research analyst Sam Abuelsamid.'
https://www.cnbc.com/2018/10/19/automakers-turn-rivals-into-frenemies-to-share-cost-of-new-technology.html
https://paultan.org/2018/10/01/ford-engages-vw-mahindra-in-growth-talks-report/
Good to read alliances being forged with possible new vehicles with shared tech.
Hopefully this will benefit SM.
Found this article interesting as I continue my research in SEE. Sorry if old research but it's news to me.
https://forums.xilinx.com/t5/Xilinx-Xclusive-Blog/Beep-Beep-The-case-for-FPGAs-for-ADAS-and-Autonomous-Driving/ba-p/869185
I think it's safe to say SM Fovio FPGA-based chip has a distinct advantage in securing deals with Xilinx automotive customers of which there are 29 OEMs in 111 models as of 29/06/18 (date of article) - Not to mention the 16 Tier 1's listed. (see chart at bottom). Good Link/Connection reference here for OEM wins using the Fovio chip...
It's great to see continuing growth in Xilinx automotive and I liked the last paragraph 'But the differentiators don’t stop with the five listed above. Watch this space for an upcoming post where we share two exciting, emerging automotive applications that are possible only with FPGA.' Will try to email them for an update...
Also check out this article which continues to state the benefits of automakers using Xilinx FPGAs.
https://www.eetimes.com/document.asp?doc_id=1333419&page_number=1
It's good to note also SM can compete/offer a software solution (algorithms) for non Xilinx-Automotive-OEM customers as well as their FPGA based hardware (Fovio) solution.
Not sure if any of these names could be added or are missing from Lewbo's chart (havn't checked). I'm sure everyone else is more up-to-date than me.
https://ibb.co/ifdwxz
Sorry if already posted.
Interesting vid from Lex Fridman of MIT texting while driving AV.
https://www.youtube.com/watch?v=OoC8oH0CLGc
Also check out this link which mentions Lex Fridman as Autoliv join forces with MIT. There is even a link a the bottom of the page for Autoliv - Seeing Machines collaboration. Includes similar looking camera again with plastic cover on - this time in a Volvo car.
http://www.eenewsautomotive.com/news/autoliv-mit-join-forces-autonomous-vehicle-research
Also we know TRI work with MIT as well as Stanford Uni and the University of Michigan.
Not sure if SEye have Volvo or Nvidia but good to have our name in the mix.
According to safestocks Volvo is still in play?
http://www.safestocks.co.uk/2018/10/02/panmure-puts-28p-price-target-on-seeing-machines-auto-division/
Two new software engineers wanted on SM website.
https://seeingmachines.springboard.com.au/jobtools/jncustomsearch.searchResults?in_organid=18900&in_jobDate=All