En nyt ihan suoraan uskoisi, että Inderesin kokoinenkaan sakki saisi tuota kurssia kääntymään merkittävästi alaspäin. Jossain täysin Suomen sisällä toimivassa lapussa toki, mutta Smart Eye kuitenkin saa sijoittajia myös muualta Euroopasta ja varmaan rapakon toiselta puoleltakin. Merkittävä dippi vaatisi varmaan jo yleisen kalabaliikki-infon jostain ongelmasta. Se taas voisi sitten viedä kurssin jo melkoiseen kierteeseen 
3 tykkäystä
Treepio,
September 16, 2019 19:00
SSE Executive Education
Veoneer Update
Page 9 clearly shows Seeing Machines as DMS partner.
Followed by
https://www.seeingmachines.com/wp-content/uploads/2020/09/RNS-Seeing-Machines-Qualcomm-14-09-20.pdf
So if Veoneer are Seeing Machines partner, and Seeing Machines is optimised by Qualcomm for the Qualcomm chip and we have Qualcomm and Veoneer building a joint ADAS stack, I guess it is still possible that Smart Eye could run their software on top
Kaiken tämän pohdinnan keskelle pieni käytännön huomio markkinan kehittymisestä ja ehkä dw realisoitumisen näkymisestä käytännössä (?)
Markkina tuntuu kehittyvän juuri kuten on sanottu, eli ensin high end, mid class ja sitten loput. Dms bmw x5:ssa on jo mielestäni merkki mid classin lähenemisestä. Itse olen tavannut tuota kameraa vain -8, -7, -6 ja -5 sarjassa. 5 sarjassakin kuitenkin vain x mallin puolella. Tavallisessa 5 sarjassa mittarirakennekin tosin erilainen, eli tuollaista samanlaista koloa kameralle ei edes näy.
-8 sarja
-7 sarja
-6 sarja
-5 sarja
Jatkakaa, luen mielelläni pohdintaa. Varmuus SM positiivisesta kehityksestä kasvaa täällä ainakin.
E: On muuten todella hyvä tää alusta tällä foorumilla, erittäin nopea, visuaalinen ja helppokäyttöinen, muokattu kuvien sijaintia.
17 tykkäystä
Itse olen nyt tutustunut käytännössä X5:n ruorissa kameran toimintaan muutaman kuukauden. Muutaman kerran kun olen puhelinta räpläillyt niin on alkanut auto ehdottelemaan taukoa ja navi mielellään ohjaa hyviin kahvipaikkoihin
20 tykkäystä
Onko X5 sulla sama varuste, mikä esimerkiksi x7? Eli tuo adaptiivinen vakkari, mikä pysähdyksen jälkeen jatkaa ajoa automaattisesti, jos katse on tiessä. Vai onko se ruuhka-avustin tjsp? Ilmeisesti ei ole siis ainakaan liian herkkä ollut tuo varoitin kokonaisuudessaan?
Uudesta 5er faceliftistä löytyy sekä myös uudesta 4er.
5er facelift:
2 tykkäystä
Oliko näissä edellämainituista bemareista toimittajana SEE vai smart?
X5 on ainakin smartti
2 tykkäystä
Kaikki kyseiset mallit ovat CLAR-pohjalevy platformilla:
eli Smart Eye
10 tykkäystä
Yes I do understand that the current DMS partnership with Veoneer is SEE. But not to make this a SEE post but rather a SEYE post, the question is that as has been discussed in length in this thread: the tier 1 suppliers do not normally use single sourcing so why would it be like this with DMS for the whole foreseeable future? If Veoneer will not use SEYE never (or as long as they state SEE as the partner), this is valuable information.
I would find it hard to believe that any tier 1 would have total exclusivity to a DMS provider, at least in the longer period. If this has been already commented some months earlier I do not remember it.
And to clarify this is not only about Qualcomm ride platform since my understanding still is that Veoneer can provide DMS solutions outside of Qualcomm ride platform also but it will not be the whole systems integrator on other complete stacks.
5 tykkäystä
@Treepio, I think that dual sourcing is more for OEMs than for Tier 1s. For example with BMW one Tier 1 would get X3, M3 and 3 series. But another gets X5, M5 and 5 series. Even within that range, the top of the range vehicles with Active Cruise Control may be different Tier1 from the base model with just cruise control.
Since the Tier1s need to integrate closely with DMS, they are likely to work with a preferred supplier.
1 tykkäys
Happy to have debate and opinions but facts are facts, anyone thinking SEYE work with Veoneer are just fooling themselves and another.
Smarteye did work with Autoliv (Veoneer is a spin-off of Autoliv) but Autoliv moved to SM.
2 tykkäystä
I’m pretty confident Seye is not working with Veoneer, but so what? One should focus on working with the technological forerunners. Is Veoneer one of them? I cannot tell, but I noticed that they have laid off 2000 / 23 % of employees in one year (6/2019 → 6/2020). Maybe not a good sign?
2 tykkäystä
@Seeing2020 as I said I understand SEE being the current partner with Veoneer. I am not questioning that is this true, what I am wondering is that why is this thought to be game-over 100% for other DMS providers. Including SEYE. Not saying I do not believe SEE and Veoneer are partners.
@TheLongestShot
And to continue on the topic of Tier1 sourcing. This was actually discussed in detail here in the thread several months ago, with at least one person working for a Tier1 company. That person stating very clearly that these companies do not use single-sourcing. If we can be sure that no dual-sourcing never on DMS that is all valuable news.
EDIT: so maybe the whole thing can be summarized also that some people are under the impression Tier1s do not dual-source that much and others are under the impression that they do. 
1 tykkäys
The point on Smarteye and Veoneer is they are both Swedish and did work together when Autoliv, so why move from the Swedish company to the one based in Canberra Australia, surely if the tech was even close you would stay with the local company
As for the importance of Veoneer they provide the DMS for the 2nd best selling Vehicle in the world (Ford F150) and have a partnership with Qualcomm they are a hugely important Tier One in active safety.
1 tykkäys
Just because both companies are from sweden they should work together? And if they dont, there must be something really wrong. Are you serious?
What if SEE said they can cut their profit and give it so much cheaper than SEYE? If if if…
10 tykkäystä
Pancake, you miss the point, they did work together and moved, so why?
Earlier on this thread some of you guys are dreaming about Veoneer buying smarteye, I assume a rumour as they are both Swedish?, they don’t even work with them.
2 tykkäystä
My argument was as true and clear as yours. You are just guessing and so am I. But in this global world I GUESS that it is evereyday life, that companies begin, change and quit collaborations and there can be million reasons.
I have no idea which one has better products. SEE or SEYE, but SEYE looks outside so much better for me as an investor, so it is my choice. If you can prove that SEE has better products, im ready to change my mind and invest for it. As long as you cant, it is just a thing which is not relevant.
4 tykkäystä
@Treepio, I don’t think single/dual sourcing is black and white.
For a 8mm M3 bolt/screw , there are specifications and many, many manufacturers and suppliers.
For an ABS injection moulded plastic cover, there is a 3d CAD design, from that you can make a mould and 10s of suppliers could make the part. If the volume is sufficient the cost of the mould is covered, you still need Quality checks, but you would multi source to ensure continuity of supply in case of fire, earthquake strikes etc.
With software, there are no physical goods to move, if you have the software you can install 1 or 1 million copies. But it is installed on ASIC, SoC, FPGA etc and those are fixed, you can’t just swap out Intel for Arm! So the software is more fixed too, you can’t just swap it out for different software.
You don’t say I am bored of Excel, I will use Word instead, it needs to do the same thing in the same way. Yes you can specify a common interface (api) but the performance will be different and you have the considerable cost of verification and quality checks to duplicate.
So if there is dual sourcing for DMS, it will be for different markets and price points. Veoneer is a brand and like McDonald’s it wants a consistent quality to be seen across its market
15 tykkäystä
But isn’t this exactly what here both SEE and SEYE in a way want? Being hw agnostic they want to be able to run on various chips and systems the tier1 suppliers prefer?
Anyhow, I think this is good conversation and to be clear I do not base my calculations on the assumption that all tier1 suppliers will use also SEYE just because they might use dual sourcing and currently use a different DMS provider. That would be only speculation. What matters is the ASP and market share and to evaluate that it is good to understand the tier1 partnerships.
1 tykkäys