Member Info for Whatif18

seeing machines is a strategic partner to qualcomm, providing the artificial intelligence and computer vision technology that powers driver and occupant monitoring within qualcomm’s automotive platforms. core collaboration areas

driver monitoring systems (dms): seeing machines’ software is integrated directly into the qualcomm® snapdragon™ automotive ****pit platforms and the snapdragon ride™ platform. this allows the vehicle to track driver attentiveness, fatigue, and distraction levels using infrared sensors and advanced algorithms.

infotainment integration: a key focus of the partnership is embedding dms functions into a car’s infotainment system, which traditionally handles navigation and media. this reduces hardware complexity for automakers by centralising safety and entertainment on a single qualcomm chip.

occupant monitoring (oms): beyond the driver, the technology tracks the entire cabin to detect seat occupancy, body pose, and even mobile phone usage by passengers.

regulatory compliance: the combined solution helps global car manufacturers (oems) meet strict safety standards, such as those set by euro ncap, which require systems to detect driver impairment from fatigue or alcohol

strategic tools

seeing machines provides a dms kit for the qualcomm snapdragon automotive development platform (adp). this kit includes:

a software development kit (sdk).

an optimised dms reference camera.

an interface board designed to help tier 1 suppliers and car makers quickly prototype and deploy safety features.

i am not expecting very much but does rewindrepeat have anything better ?

Around 13min its got one pink LED in the A frame but it seems to stop and start. Does anyone know why that would be? Is this a Valeo system?

Volkswagen India on Tuesday announced the commencement of production of the new Taigun model at its manufacturing facility in Pune.

https://economictimes.indiatimes.com/industry/auto/cars-uvs/volkswagen-india-starts-production-of-taigun-model-at-pune-plant/articleshow/130078560.cms

The Taigun is engineered in line with Volkswagen’s global benchmarks and produced in India with a sharp focus on efficiency, quality, and safety. "As we roll out the new Taigun, we are further solidifying India’s position as a strategic production and export base for the Group," the CEO added.

It operates two manufacturing plants, including Chakan, Pune, with a combined annual capacity of 315,000 units, and plays a key role as an export hub, with over 700,000 vehicles shipped to more than 40+ countries. The automaker's locally built models, Škoda Kylaq, Kushaq, Slavia, Volkswagen Taigun and Virtus, have together crossed 575,000 units so far.

Breaking.Dench - So why did you post anything? Without any facts or a link your post means nothing.

PrivateRyan - I think most people agree that loan Finance can be arranged . Breaking.Dench seems to spit out negative opinions on Seeing Machines and ITV without ever quoting any facts to justify the comments. Could Breaking.Dench be another Trader or even a duplicate account ?

Can you explain why you think a fundraise is coming? Some facts would be appreciated.

Just 100 days for OEMs to clear non compliant stock.

I asked Google AI is a mitsubishi mobility / foxconn deal very significant for seeing machines. This is the response. It obviously depends on the terms of any deal.

The potential deal between Mitsubishi Electric Mobility and Foxconn is highly significant for Seeing Machines because it effectively places the world’s largest electronics manufacturer behind the company's primary strategic investor and distribution partner.

While the 19.9% stake in Seeing Machines remains held by the Mitsubishi subsidiary, Foxconn's proposed 50% ownership of that unit transforms the strategic landscape in several key ways:

1. Massive Expansion of the "Parent" Network

Tier-1 Scale: Foxconn brings unparalleled cost advantages and global manufacturing scale that can sharpen the competitive position of Mitsubishi Electric Mobility's products, which now include Seeing Machines' Guardian Generation 3 technology.

New Sales Channels: Seeing Machines already uses Mitsubishi's networks in the Americas, Europe, and Japan. Adding Foxconn’s global footprint, particularly in the EV sector through its MIH open platform, could vastly increase the available "pipeline" for factory-fit (OEM) and aftermarket sales.

2. Strategic Alignment with Foxconn’s "3+3" Vision

EV Dominance: Foxconn aims to be the "Android of the EV industry". Seeing Machines’ driver and occupant monitoring systems (DMS/OMS) are critical components for the safety-centric, AI-powered vehicles Foxconn is developing for partners like Stellantis and Mitsubishi Motors.

Vertical Integration: Foxconn’s focus on AI and semiconductors aligns with Seeing Machines' reliance on high-performance computer vision chips and AI software. This could lead to more integrated, cost-efficient hardware/software bundles.

3. Validation and Protective Shielding

Market Stature: Having a unit co-owned by Mitsubishi and Foxconn as a 19.9% shareholder provides Seeing Machines with significant corporate "armor". Analysts suggest this ensures that any future takeover bid for Seeing Machines would have to be at a highly competitive price.

Financial Stability: The original Mitsubishi investment already alleviated concerns about Seeing Machines' path to cash flow breakeven (targeted for mid-2025). Foxconn’s entry further de-risks the capital-intensive scaling of their global operations.

4. Entry into Adjacent Markets

Beyond Automotive: Through Mitsubishi, Seeing Machines is already exploring rail, factory automation, and public utilities. Foxconn’s leadership in industrial AI and robotics could accelerate the application of Seeing Machines' technology in "human-centric" automated environments.

More questions than answers.

According to the outlet, the two companies will jointly operate the unit. In January, reports suggested that Mitsubishi Electric intended to divest the entire Mobility arm, which is projected to post revenue of ¥850 billion ($5.3 billion) in fiscal 2026, 8% less than the previous year.

Are they up for selling SEE ? Would Foxconn be interested in SEE ? Foxconn linked closely to Apple !! What are they going to do with the money? Why 50% now ? 50% later

Honda to pay suppliers as much as $10bn over scrapped EV models

The opening phase of an ambitious product rollout has begun for SAIC Volkswagen as the joint venture accelerates its electrification strategy. On March 5, the company officially launched mass production of the ID. ERA 9X at its Ningbo manufacturing plant.

The automaker has indicated that additional details regarding driver assistance systems and intelligent features will be revealed closer to the vehicle's market launch.

SAIC Volkswagen said the start of mass production reflects its ambition to combine global engineering expertise with the rapid product development pace demanded by the Chinese market. The ID. ERA 9X is expected to serve as a cornerstone for the company's upcoming wave of electrified products, with seven new energy vehicle models scheduled for release over the course of the year.

https://autonews.gasgoo.com/articles/ev/saic-volkswagen-begins-production-of-id-era-9x-as-nev-push-gathers-pace-2029806196809121793

BMW ix3 launch date March 7th

Nvidia conference March 16th

Euroncap launch 17th/ 18th March

Perhaps Insurance explains the value of 3d-cabin-perception communicated in January. I was never really sure what it was designed to achieve. This technology may explain the circumstances involved in an Insurance claim allowing accurate assessment of risk and therefore flexible insurance rates and rebates.

The First Public Collaboration Between STRADVISION and Seeing Machines could also link hazards to observations made. Making an assessment of the risks observed could also contribute to Insurance risk profiles

We may know more at the Nvidia AI conference , March 16th

https://seeingmachines.com/3d-cabin-perception-mapping-breaks-new-ground-at-ces2026/

https://www.prnewswire.com/news-releases/stradvision-and-seeing-machines-announce-first-public-collaboration-showcasing-svnet-frontvision-at-ces-2026-302653111.html

Interesting that it does not mention Insurance as a service.

I am expecting Nvidia to announce an arrangement with Amazon & Seeing Machines to offer IaaS to commercial customers who have Nvidia Thor GPUs in their vehicles. I think Amazon with share the results of their Seeing Machines trials to prove the benefits at which point at least one OEM will announce a contract with seeing machines and Amazon will place a massive order. The savings for Amazon in Insurance costs could mean other very large logistics companies would follow to remain competitive. May be wrong but my fingers are crossed.

All cars need camera eye tracking by 7th July which is 125 days away. Any OEM that keeps vehicles in a compound for more than 75 days is risking having to pre register new cars or offer discounts to move stock. ( assuming 14 days for delivery, 28 days for software downloads, 8 Bank holidays and weekends)

I therefore assume that nearly every car from now will have DMS.

If you are going to sign a contract which had Minimum Guaranteed Volumes when would you sign the contract if you were asked to pay for unused units ? Early or late ? I think I would leave it as late as possible while leaving just enough time to get all new cars sold after 7th July to be fitted with the technology. I am not saying leave it until now to work how to make it fit but to avoid paying a penalty cost. How many days will it take to work through production - 120 ?

Or

Amazon, Qualcomm ,Mitsubishi or Nvidia or all of them, take a license which with or without cash pays off Magna. So now we are debt free and making a profit. Would that change the SP?

SEE said that in March we may have loan news,

The 14,000 Amazon trucks were to be negotiated early 2026.

The big tech companies are all intending to spend Billions on AI in 2026

Toyota reveals three-row SUV interior ahead of February 10 debut (Source: Toyota)

Have we seen the LEDs before in the CLA 2026 ? 1:18 I think it has other LEDs but I have not found them yet. Said to be using Nvidia AGX Thor

https://www.youtube.com/watch?v=jSbfA2w1jUE&t=36s

last page

while the magna/nvidia partnership has captured high-end luxury brands like mercedes-benz and jaguar land rover, qualcomm has dominated the "mass-market" and "premium-volume" segments for 2026.

automakers are increasingly choosing the qualcomm snapdragon ride platform because it offers a highly power-efficient "digital chassis" that handles both adas and the ****pit on a single chip.key brands choosing qualcomm over magna/nvidia (2026 models)

• bmw: perhaps the biggest win for qualcomm. the bmw neue klasse series launching in 2026 utilizes the snapdragon ride platform for its automated driving functions, bypassing the nvidia architecture used by its rival, mercedes.

• volkswagen group: through its software unit, cariad, vw has a long-term deal with qualcomm to provide high-performance chips for level 4 automated driving across vw, audi, and porsche models.

• general motors (cadillac & chevrolet): while gm is exploring nvidia for specific ai applications, its core ultra cruise and super cruise systems are heavily built on qualcomm's snapdragon ride architecture for the 2024–2026 model years.

• stellantis (jeep, ram, peugeot): the global giant is using the snapdragon digital chassis for its "stla brain" architecture, which powers automated driving and cabin connectivity across its 14 brands starting in 2025/2026.

• renault group: renault has deepened its partnership with qualcomm to create a high-performance "sdv" (software-defined vehicle) platform for its next-generation electric vehicles.

• sony honda mobility (afeela): the tech-forward joint venture has selected the snapdragon ride flex soc to power its first production car, scheduled for release in 2026.

why these brands chose qualcomm

• power efficiency: qualcomm’s mobile-first heritage allows for passive cooling (no fans) in many adas modules, whereas nvidia's high-wattage thor often requires complex thermal management.

• the "veoneer" advantage: by acquiring veoneer's arriver software, qualcomm now offers a "complete" software stack that is easier for many automakers to implement than building from scratch on nvidia.

• cost: for high-volume production (like the vw golf or chevy equinox), the qualcomm chipset is significantly more cost-effective per unit than the high-performance nvidia thor.