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Terry,
Forth set of numbers in the blue/green section on the home page says “2.345 UNIDADES GUARDIAN LATAM” that translates as “ GUARDIAN UNITS LATAM”. Not sure where the 20000+ is coming from. Would love to be wrong, been hear a long time...
shall apply 30 months after its entry into force. A longer application date is provided for a limited number of features in order to allow car manufacturers to adapt their production to the new requirements.
Does anyone know which features this applies to?
https://www.consilium.europa.eu/en/press/press-releases/2019/11/08/safer-cars-in-the-eu/
It seems they are purchasing in volume, interesting that they allow you approximate the numbers based on assumptions per unit cost but wont say how many units. Is this SEE dropping hints.
Question for today maybe - how much per unit cost?
Your maths is better than mine this morning, figures at $650 a unit is 60000 units. At $1300 is 30000 units.
Can anyone validate the cost per unit. This was discussed at length a couple of years ago. I remember the Gen1 was circa $3k and $650 was banded about in successor models.
Does this mean that SEE have placed orders for A$40M worth of guardian from its suppliers over the next calendar year 20/21. If 21% is 8.4M then 100% must be $40M.
What does this mean for expected orders, anyone know how much each unit it, I recall $650 a unit CapEx being discussed for each unit. This would mean orders for circa 6100 units. Is my maths correct?
Opinions anyone?
I’ve seen many references to GM and SEE being in there cars in the future. I have never seen it said that it WILL be in all GM future cars just that it will available. Big difference in the numbers. Don’t get me wrong, I hold a lot of these (2M) and want SEE to do well. Can anyone point me to where it says GM will put it ALL cars ?
Has anyone drawn out the history of SEEs employees and seen which companies they used to work for? It would be a really useful graphic. Anyone got the time to do so? I wish I had the time to do so, hence the ask if anyone else has. Shamelessly hoping someone rose to the challenge
Gents, is
"with plans to bring Super Cruise to its entire lineup"
different from in every car? I hope not but it may be. Anyone got anything more on this. I have seen this before but nothing that it will be in every car as standard.
Beef,
I am not so sure the evidence points that way.
Firstly the Mix Vision has a camera that has Infra Red LEDs to allow the camera to see in the dark
The in-vehicle unit houses a road-facing camera and an infrared driver-facing camera. This allows for simultaneous capturing of road- and driver-view video footage linked to an event...."
Secondly the Camera on the SEELATAM is a BlackVue dash camera, the same as the type I have in my car for recording the road. The cameras are not the same, unless I am looking at the wrong ones.
Would like to be wrong....
Has anyone looked at Toll and how progressive and huge this company is. I can’t remember the figures exactly, I recall they have fitted 1100 platforms with guardian and looking to purchase 1500 new high tech prime movers. Big globa player. The 1100 units is over 10% of the installed base as of July, yet no RNS and it dribbles out as a tweet.
Having looked the images from the Expo, the Tesla, the Honda and the one from the Toyota video (screen grab) I can see a difference between the units mounted in the cars. This difference relates the central black square on the bar, obviously the camera module. The Honda and Toyota video have a protruding camera lens, obvious by its round form in the middle of the square in the middle of the bar. The central black square on the unit on the Tesla and the Expo pictures do not appear to have this lens and appear to be flat.
What does this mean?
The Honda article refers to the photo description "Automotive eye tracking technology being used in a car" but does not explicitly state its SEE tech.
I really wish it is as it also is the same as the one in the Toyota video. I am long here and heavily invested, and just trying to correlate the evidence. Any thoughts anyone?