Member Info for Whatif18

Either way

Number of vehicles

Fedex 200,000

UPS 125,000

DHL 92,000

Amazon 70,000

It was said previously that others would follow Amazon. The cake is getting bigger.

Thanks webstrik. links between Ficosa, Indie -Semiconductors and Seeing Machines.

https://worldbusinessoutlook.com/indie-semiconductor-reveals-partnership-with-seeing-machines/

https://worldbusinessoutlook.com/ficosa-and-indie-semiconductor-announce-a-collaboration-agreement/

Only 5 recent cars tested, non with DMS in the mirror. Who supply the Mazda software?

https://www.whatcar.com/news/driver-monitoring-systems-rated/n28039

These articles make an interesting read .

https://finance.yahoo.com/news/stellantis-ties-nvidia-uber-advance-192508217.html

Bydna - The value quoted today is 392 US$. (before 2028). Are you thinking 39.2m over 3 years? 10m+ per year or a higher price ?

From Magna CEO.

"And in advanced safety, our mirror integrated driver and occupant monitoring system is meeting growing global demand for DMS technologies.

As you may recall, this product earned a 2024 Automotive News PACE Award for its innovation and safety impact. We are launching this system with multiple customers worldwide and volumes are expected to reach several million units annually. "

This article says the CX 80 is very good

https://www.fleetnews.co.uk/news/driver-monitoring-systems-in-the-dock-for-irrational-and-erratic-alerts

So I asked google "does Mazda use seeing machines" and the answer was.

Yes, Mazda uses technology from Seeing Machines in some of its vehicles.

Seeing Machines has a supply deal with automotive component supplier Magna International, which embeds the former's driver monitoring technology into rear-vision mirrors. Magna in turn supplies these mirrors to several car manufacturers, including Mazda.

Mazda models such as the CX-60 feature a "Driver Personalisation System" that uses facial recognition and eye position technology to automatically adjust the seat, steering wheel, and other settings for the driver. This system is an application of advanced driver monitoring technology, which is consistent with the type of technology provided by Seeing Machines.

Seeing Machines' technology is now found in millions of passenger cars across various global brands including Ford, BMW, Mercedes Benz, and General Motors.

AI responses may include mistakes.

SEE excluded China from the Presentation so these must be several million more sales via Magna .

Https://nvidianews.nvidia.com/news/hyundai-motor-group-ai-factory

I asked Google this question as I was not sure. Can seeing machines software run on NVIDIA DRIVE AGX Thor ?

The answer.

Yes, Seeing Machines' driver and occupant monitoring software can run on NVIDIA DRIVE AGX Thor. Seeing Machines software is designed to be flexible and compatible with a wide range of leading semiconductor platforms, including NVIDIA's automotive chip platforms.

Key points regarding the compatibility:

Broad Compatibility: Seeing Machines has explicitly stated that their software is supported on "all modern chip platforms from the leading semiconductor vendors in the automotive industry", listing NVIDIA as one of those vendors.

Optimized Performance: The company works with its partners and customers to optimize its algorithms for specific hardware constraints, ensuring seamless integration and efficient performance on the target platforms.

Ecosystem Support: The NVIDIA DRIVE AGX Thor platform is supported by a broad ecosystem of software and sensor partners, and its design allows companies to integrate and deploy various AV software components.

Software Stack: The DRIVE AGX Thor runs on the NVIDIA DriveOS software stack, which supports a variety of AI models and is compatible with industry-standard software frameworks, facilitating the integration of third-party software like that from Seeing Machines.

This compatibility allows automotive manufacturers (OEMs) and Tier 1 suppliers developing on the NVIDIA DRIVE AGX Thor platform to incorporate Seeing Machines' advanced monitoring solutions.

AI responses may include mistakes

Mazda 6e 22:15 Eye tracking is very sensitive and bleeps often. Not seen the red leds flashing. I would say the Mazda 6e is not SEE software based on this when compared to other cars.

https://www.youtube.com/watch?v=zrlE--Ybj2o

Colin Barnden quoted the top DMS OEM in Europe was approx. 3million units. (30% £million) I Assume this is Magna and VW. In China they quote several million units annually. If this is all SEE its double the previous best.

Escovido - I think Magna have two documents out this week . V2X on the 27th and China contract 29th. My thoughts are whether the Japanese OEM is looking to introduce V2X in 2028 and they want proof it will work + they have a German company looking use the Magna mirror in millions of cars in China.

Just 2 days before the latest RNS Magna issue this.

https://www.linkedin.com/pulse/next-leap-vehicle-safety-v2x-real-time-data-sharing-hnd5c?trk=public_post

Could these be linked together?

I thought Tobii were pushing a BMW win !!

Looks like the Amazon trial of 12 Brightdrop vans may be coming to an end.

https://www.cbc.ca/news/canada/london/gm-to-end-electric-van-production-at-cami-plant-in-ingersoll-ont-9.6946611

Could London be the $1.2m RNS 16th June 2025 ?

"Seeing Machines and BMW have collaborated to integrate advanced vision-based monitoring under varying lighting conditions."

So do we know where we are with the BMW contract? On first reading I thought this was a positive.

50% European market = 13 m x 0.5 = 6.5m/ year

2m / Q = 8 million / year

8m - 6.5m = 1.5m USA & China

Could be true !

Tier 1 30% Tier 2 50%. Are SEE not a Tier2?

According to Google AI.

Toyota T-Mate availability by model

Some of the most prominent Toyota vehicles to feature T-Mate are listed below:

Aygo X: Toyota's compact city car includes T-Mate's safety and assistance features.

Yaris and Yaris Cross: The standard Yaris hatchback and its SUV counterpart both come with the latest T-Mate systems.

Corolla and Corolla Cross: All variants of the Corolla—the Hatchback, Touring Sports, Sedan, and SUV version—come equipped with a wide range of T-Mate features.

C-HR: The latest versions of the C-HR crossover include the full T-Mate suite of safety and driver assistance features.

RAV4: The popular RAV4 SUV features enhanced Toyota Safety Sense and other T-Mate systems.

Prius: As one of Toyota's flagship hybrid models, the Prius incorporates the T-Mate system.

bZ4X: As Toyota's all-electric SUV, the bZ4X includes T-Mate systems as part of its modern technology suite.