Seeing Machines - Technologieführer im Wachstumsmarkt Driver Monitor Systems (DMS) (Seite 3)

[ehrenwort]

Antwort auf Beitrag Nr.: 67.020.570 von Lordgoldrichtig am 15.02.21 19:18:41

Also eine Übertreibung sehe ich aktuell nicht. Ich lass' es laufen. In diesem Geschäftsjahr sollte der Break-Even erreicht werden und das Automobilgeschäft läuft erst an. Wir befinden uns aktuell in einer Stabilisationsphase und der Kurs hält sich wacker. Bei den kommenden positiven Nachrichten sollte es wieder Impulse nach oben geben. Der neue CEO scheint für Disziplin gesorgt zu haben.

Darauf wie immer mein
Ehrenwort

[Lordgoldrichtig]

Antwort auf Beitrag Nr.: 66.891.581 von ehrenwort am 08.02.21 21:50:21

ist sehr spannend alles lohnt sich jetzt noch ein Einstieg?

[ehrenwort]

Im Aktienkurs offensichtlich bereits eingepreist:

https://www.londonstockexchange.com/news-article/SEE/see-dms…

8 February 2021

Cadillac Escalade now available with Driver Attention System featuring Seeing Machines' Technology

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is pleased to announce that its Driver Monitoring System (DMS) Software, a key enabler to the General Motors Super Cruise1 driver assistance feature, is now available in the 2021 Cadillac Escalade.

Seeing Machines has been working closely with Joyson Safety Systems since 2011 to integrate the Company's software into the Joyson supplied Driver Attention System, which for GM, includes the electronic controller, camera, and integrated Infrared Illuminators in the steering wheel light bar.

Seeing Machines' DMS software debuted in the 2018 Cadillac CT6 Super Cruise feature, representing the first truly hands-free driver-assistance feature for enabled roads. The enhanced version of Super Cruise on the 2021 Cadillac Escalade is the first model that will incorporate the Joyson Safety System supplied Driver Attention System using Seeing Machines e-DME software.

Seeing Machines' advanced driver monitoring software reliably measures the driver's head-pose, eyelid closure and precise eye-gaze direction under the full spectrum of demanding automotive in-cabin lighting conditions and driver appearances, including operating with glasses. High-performance driver monitoring is vital in supporting hands-free driving capabilities, where the DMS continuously monitors the driver's visual attention and delivers this information to the vehicle.

Paul McGlone, CEO of Seeing Machines commented: "We are so proud to continue our association with Joyson Safety Systems to help play a role in the award-winning Super Cruise feature, as it is rolled out across additional General Motors vehicle models and platforms, supporting robust hands-free driving with enhanced safety. At Seeing Machines, our purpose is safety and programs like this embody the very reason we exist."

Guido Durrer, President and CEO of Joyson Safety Systems, commented: "Joyson Safety Systems is dedicated to delivering best and class quality to our automotive safety products, and we are proud to have Seeing Machines as our DMS partner to deliver on this commitment."

[ehrenwort]

Auch wenn das Ganze hier zum Selbstgespräch werden droht, hier ein kurzes Updated:

Soweit so gut - das 3-Säulen-Geschäft läuft stabil. Das Flottengeschäfft wächst und gedeiht. Die Lizenzdeals mit Omnivision und Qualcomm sind hoffnungsvoll und die großen Automotive Deals laufen erst in FY2023 hoch:



Hier sollten bald viele positive Neuigkeiten zu vermelden sein.

[ehrenwort]

Half year trading update Seeing Machines Limited

https://www.londonstockexchange.com/news-article/SEE/half-ye…

1 February 2021

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, publishes a trading update for the six months to 31 December 2020 ("H1 2021").

The Company expects to report revenue for H1 2021 of A$18.1m (H1 2020: A$15.8m), a 14.6% increase. Total connected Guardian units at 31 December 2020 was 26,597, securing forward Annualised Recurring Revenues including royalties of A$15.5m (H1 2020: A$13.2m, +17.4%). This represents an increase of 3,182 Guardian units in H1 2021 with additional hardware sales of 3,371 units still to be connected. Cash position at 31 December 2020 of A$52.7m (H1 2020: A$38.1m).

Driver Monitoring System (DMS) technology continues to gain momentum as it becomes central to safety in all transport sectors. Regulatory and safety bodies in Europe have acknowledged its importance and this trend extends globally as the USA becomes focused on a road safety agenda to address risks posed by emerging semi- and fully-automated vehicle technologies.

Seeing Machines continues to grow despite the ongoing disruption caused to its key transport sectors by the global COVID-19 pandemic. FY2021 marks the start of production for two major Automotive OEM programs, one in Europe and one in North America, as well as one of many vehicles from an expanded program for an existing OEM customer, signalling the beginning of meaningful Automotive production royalty revenues.

OEM Highlights:

· Three-pillar embedded product strategy launched, targeting the rapidly expanding camera-based interior monitoring market for automotive focused on its FOVIO Chip, the introduction of its Occula™ Neural Processing Unit and it's e-DME (embedded Driver Monitoring Engine);

· Three-pillar strategy closely supports carmakers with a range of integration options for industry-leading DMS as they design cars to meet mounting safety standards and deliver more convenience features for their customers;

· Over the next two years, Seeing Machines expects to be in full production with existing OEM customers on more than 30 distinct car models, ranging from world leading technology flagship brands to world sales volume leaders;

· The Company is now formally working with additional global semi-conductor companies, Qualcomm Technologies and OmniVision Technologies, to extend the delivery of its DMS and partnerships within a growing ecosystem of Tier-1 customers;

· Seeing Machines led the DMS industry with its formal launch of Occupant Monitoring System (OMS) technology to the Automotive market; and

· A non-binding MOU was signed with global aerospace and defence technology company, L3Harris Technologies which frames the intent to enter a global non-exclusive license agreement with Seeing Machines' Crew Training System, enhancing pilot training

Aftermarket Highlights:

· Fleet revenue of A$15m for H1 2021 a significant contributor to the overall Company result, representing 16% growth on the previous period;

· Guardian (Company Fleet solution) pipeline developed, alongside uninstalled hardware sales from H1 2021, and is expected to generate significantly increased revenue through to 30 June 2021, commensurate with previous periods;

· Naturalistic driving data, a fundamental metric to Seeing Machines' ongoing technology roadmap, collected by Guardian has now reached over 5.8 billion kilometres;

· Distribution partners around the world now totals fifteen across Asia Pacific, Europe, UK, Africa and The Americas.

Outlook:

Seeing Machines continues to trade in line with expectations for FY2021.

Paul McGlone, CEO of Seeing Machines commented: "The first half of FY2021 has been significant for the company and the results are pleasing. Despite the obvious ongoing challenges around the world, we are still seeing growth in our Aftermarket (Fleet) business and our engagement across the OEM business and associated industries (Automotive and Aviation), has never been stronger. We are encouraged by our continued engagement across a number of ongoing RFQs, which have increased significantly in both number and value, since 1 July 2020, to deliver Driver and Occupant monitoring system technology to carmarkers globally.

Our expanding ecosystem of partners across the Automotive sector, in particular, is extremely encouraging and we are very positive about the tie-ups with large, global semi-conductor companies that will enable Seeing Machines to provide options and cost-savings for OEMs, especially as regulation really starts to impact delivery schedules. And despite the obstacles we face with momentum in the Aviation industry due to Covid-19, I remain confident that our long-standing collaborations will bear fruit and that Seeing Machines will see growth across this business in the near-term."

The Company expects to publish its half year results in March 2021.

[ehrenwort]

Interessanter Artikel über DMS und wesentliche Player im Markt:
https://www.eetimes.com/name-the-mobileye-of-driver-monitori…

Der DMS Markt wächst mit ca. 13% pro Jahr auf etwas 1,5 Mrd. USD in 2024. Seeing Machines sollte sich wenigstens 20% davon erobern können. Das würde einer Umsatzsteigerung von 1000% zum aktuellen Niveau entsprechen. In diesem Jahr will man laut CEO Paul McGlone profitabel werden.

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Zusammenarbeit mit Qualcomm

Hier eine kleiner Imagefilm über die Zusammenarbeit mit Qualcomm:

... und hier noch ein interessanter Artikel: https://www.eetimes.com/automotive-qualcomm-in-it-to-run-lik…

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Der Aktienkurs kenn weiter nur eine Richtung.... nach Norden

Hier News vom einzig-ernstzunehmenden Marktbegleiter Smart Eye, der seine Aftermarket Lösung präsentiert: https://www.automotiveworld.com/news-releases/smart-eye-prev…

Mit Guardian hat Seeing Machines eine alternative Lösung bereits seit Jahren auf der Straße. Details siehe hier: https://www.seeingmachines.com/guardian/

[ehrenwort]

Hier ein aktueller Artikel über die Bedeutung von DMS als aktiver Bestandteil des ADAS:
https://www.eetimes.com/can-you-get-adas-and-dms-work-togeth…

[ehrenwort]

Hier ein interessanter Artikel über die Markttrends und die gesetzlichen Auflagen...bereits ein halbes Jahr alt:

https://www.automotiveworld.com/articles/whats-next-for-driv…