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AI linking 3d Mapping with Collins

Aviation Eye-Tracking: While Seeing Machines is prominently unveiling its 3D Cabin Perception Mapping for the automotive sector at the show, the underlying eye-tracking algorithms are the same used in the Collins Pilot Support System (PSS).

Non AI

Nvidia putting a timeline to Nvidia IGX Thor for avaition.

NVIDIA IGX Thor, which will be available later this month, extends robotics to the industrial edge, offering high-performance AI computing with enterprise software support and functional safety. Archer is using IGX Thor to bring AI to aviation, advancing critical capabilities in aircraft safety, airspace integration and autonomy-ready systems.

If this AI is correct we could be involved with Nvidia and the new CLA. Nvidia seem to be making a push into self driving cars

AI - Seeing Machines provides the foundational Driver Monitoring System (DMS) software used by Mercedes-Benz, which is integrated into the broader MB.OS (Mercedes-Benz Operating System).

Role in MB.OS and the 2026 CLA

While Mercedes-Benz markets the 2026 CLA's "driving brain" as being powered by NVIDIA DRIVE AV software, Seeing Machines specifically supplies the interior eye- and face-tracking intelligence:

Safety Integration: Seeing Machines' technology is a critical component of the MB.DRIVE suite within MB.OS. It monitors driver visual attention and eyelid closure to ensure safe hand-off between the vehicle and driver during Level 2++ and Level 3 automated driving sessions.

Hardware Alignment: For the all-new CLA, this software runs on the centralized NVIDIA water-cooled supercomputer that manages all four MB.OS domains (infotainment, automated driving, body, and charging).

Functionality: The software precisely measures head pose, eyelid movements, and eye-gaze direction, even through sunglasses, to detect distraction or drowsiness

Again no idea on a potential value to SEE

https://www.autocarpro.in/news/zf-and-qualcomm-partner-on-advanced-driver-assistance-technology-130435

no idea whether we get anything from this but potentially significant.

qualcomm has announced an expanded collaboration with google to combine snapdragon digital chassis solutions with google’s automotive software for ai-powered vehicle experiences, alongside new design wins for its snapdragon ****pit and ride elite platforms from li auto, leapmotor, zeekr, great wall motor, nio, and chery, bringing total programme wins to 10. qualcomm also announced that toyota has selected its next-generation snapdragon ****pit platform for the new rav4.

https://www.automotiveworld.com/news/qualcomm-expands-google-collaboration-for-automotive-ai/

I asked AI about Texas Instruments and got this back. What happened to Qualcomm?

TDA4VM vision processors utilize Seeing Machines software, primarily for Driver Monitoring Systems (DMS) and Occupant Monitoring Systems (OMS).

The TDA4VM, part of Texas Instruments' Jacinto™ 7 processor family, is specifically designed for ADAS (Advanced Driver Assistance Systems). In this ecosystem, Seeing Machines provides its industry-leading Occula® Neural Processing Unit (NPU) and AI-based tracking software to run on the TDA4VM.

Key details of this integration include:

Target Applications: The software/hardware combination is used by major automotive manufacturers, such as Volkswagen, for cabin monitoring systems.

Hardware Acceleration: The TDA4VM's specialized architecture—including deep learning accelerators (MMA) and vision processing accelerators (VPAC)—is used to run Seeing Machines' complex vision algorithms efficiently with low power consumption.

System Integration: Seeing Machines software typically runs on the TI Jacinto platform as part of a tier-1 integrated solution (e.g., via partners like Magna) to enable features like eye-tracking, fatigue detection, and distraction monitoring.

Aaroon- Did you make any allowance for the 1100 Retail order by the end of December ?

Is this the start of a Carve out strategy ? If they get this group set up and working it creates something that Waymo/ Google may be interested in buying without the baggage of Automotive, Aviation, After market & Robotics

A Mitsubishi offer to buy and an RNS stating SEE have reached Breakeven would be my suggestion.

2016

If airlines monitor for alcohol already why could this not be fitted now. A separate stand alone system to the plane electronics?

From 2023. The situation in the US. This paper could be significant for the US market.

https://www.nhtsa.gov/press-releases/drive-sober-campaign-launch-winter-2023

At 07:16 you can see two sets of LEDs. Could be a reflection but I would have thought the mirror would be tilted down and you would not see the reflection !

Now sharing less and less detail each time.

https://www.linkedin.com/posts/colin-barnden_dms-activity-7406278863011520512-igsP

Does the Polo have another set of flashing lights above the mirror ?

lg teams up with qualcomm on ai-driven in-car ****pit system

the south korean electronics giant will present its ai cabin platform at ces 2026 in las vegas between 6 and 9 january.

https://www.just-auto.com/news/lg-ai-in-car-****pit-system/?cf-view

Jungo may be linked to LG. Which OEMs do we associate with Cipia & Jungo ? Following from the CB lead we are looking for European sales

Does Samsung still own Harman ?

CB quotes: European market at 13million vehicles. He now quotes market by Developers which is a change from his previous graph which was by Tier1. The largest 5 Algorithm Developers take 90% = 11,700,000 vehicles. The top Developer takes 55-60% = 7,150,000 to 7,800,000
(SEE quoted 8 million per year global so this gets close.) VW Stellantis and Renault account for 7million per annum (also getting close.)
 Adding information from his previous graph:
The top tier1 takes 30% = 3.9 million which I assume to be Magna . Only VW make 3 million vehicles in Europe. 

To answer the CB question: Could Samsung be considered a top 5 algorithm developer not mentioned in his article?

15,000,000 SEK = 1,500,000 USD. assume over 6 years =250,000 USD / year , assuming 100USD per truck. (total guess) = 2500 trucks. The whole Volvo Group made 220,000 trucks in 2024.

2500 trucks would be about 1.15% of Volvo Group sales in 2024, if its over 6 years and its 100USD per truck. It does not seem a mega deal to me

Looking at the US Parcel service. if Amazon do more in house you can appreciate why they may need 10s of 1000s of Guardian devices and why the market for the other companies is massive.

By Revenue share.

Amazon 15.3%,

USPS 15.8%,

Fedex 31.1%,

UPS 34.3%