Member Info for Whatif18

So what has changed from 13th to 14th. ?

https://quoteddata.com/events/shares-investor-evening-london-live-event-14-sep-2022/

Smart-eye / Omnivision news

https://www.yahoo.com/now/smart-eye-omnivision-announce-next-080000024.html

Can we assume the launch on 21st includes SEE tech?

"the new era will be defined by “core compute technology, next generation electrification and new standards in safety – powered by LiDAR”.

https://eletric-vehicles.com/volvo/volvo-to-present-its-electrification-plan-on-september-21-suv-arrives-in-q4-2022/

We must be looking to get a slice from 35 million VR headsets

https://www.fool.com/investing/2022/09/06/meta-platforms-and-qualcomms-latest-metaverse-move/

If Qualcomm are thinking about a future bid for SEE would they not want to keep the wraps on how much business they were potentially going to give just incase some deeper pockets are also watching.

Tobii are working with Qualcomm on AR & VR headsets. Can the SEE technology be applied to this type of headset for another chip manufacturer and if so how big is the market?

The press release from Qualcomm was also dated 31st August

TLS - Thanks. I was thinking that SEE may be moving into AR/VR headsets. ie A completely new business area.

The press release from Qualcomm is dated 31st August but states 26th in the text. Could this news have come out 5 days earlier than expected ?
https://www.qualcomm.com/news/releases/2022/08/great-wall-motors-debuts-new-snapdragon-digital-chassis-powered

The Omnivision data sheet did list augmented and virtual reality together with gaming under the list of applications.

"AirAsia India becomes the first airline in India to use the revolutionary AI-powered CAE Rise™ Training System. "

Last week it was a deal with Qantas

https://www.cae.com/news-events/press-releases/airasia-india-becomes-the-first-airline-in-india-to-use-the-revolutionary-ai-powered-cae-rise-training-system

https://www.cae.com/news-events/press-releases/cae-signs-15-year-partnership-agreement-with-the-qantas-group-to-develop-and-operate-a-new-pilot-training-centre-in-sydney-australia

See presentation just 8 days before Qualcomm automotive investor day on 22nd !!

The EU regulations had two dates for "normal vehicles" from memory. New models and All vehicles. I thought new models were July 2023.

If its 47m in 2027 and 10m single cameras in 2028 can we assume that approx 37m cars have more than one camera in 2028. Is that 37m x 2 min payments to SEE ? Rounded up 75m !!!

It also says - shipments of vehicles featuring camera-based Driver Monitoring Systems (DMS) will jump from 8 million in 2022 to 47 million in 2027,

It also says "shipments of vehicles featuring camera-based Driver Monitoring Systems (DMS) will jump from 8 million in 2022 to 47 million in 2027"

Qualcomm in May, STMicroelectronics in July !!

Boeing, CAE sign MOU to enhance global aerospace training, innovation and fleet support

https://www.cae.com/news-events/press-releases/boeing-cae-sign-mou-to-enhance-global-aerospace-training-innovation-and-fleet-support

https://www.cae.com/news-events/press-releases/cae-launches-new-mixed-reality-flight-simulator-for-evtol-market