Smart Eye - King of automotive’s Interior Sensing AI?

Smart Eyen H1 raportoitu. Liikevaihto ylitti! hiuksen hienosti Redeyen ennusteen mutta tulos jäi karkeasti ennusteita enemmän pakkaselle.

Design Winnejä olisi tuloillaan.

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Myynti 60 MSEK, kulut 135 MSEK. Nähdäänkö joskus päivä, jolloin tämä kioski tekisi voittoa?

Krantz kuulostaa melkein masentuneelta, kun ylisanat rajoittuvat “The second quarter was stronger than this year’s first quarter” -lauseeseen :sweat_smile:

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Redeyelta nopeat kommentit. Näkivät positiivisena odotusarvot autonvalmistajilta.

Tulihan tuonne myös kuudes merkki tuotantoon.

Vaatii kirjautumisen.

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RedEyelta uutta raporttia.

Bear 90 SEK, Base 220 SEK, Bull 315 SEK. Luottoa löytyy vielä.

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Hyvä kun Smartin rapsa, mutta Seeing Machines mainitaan joku 40 kertaa. Ei siinä, jos kahden kauppa tämä markkina. Silloin toki oleellista kirjoittaa siitä toisesta “isostakin”.

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GOTHENBURG, Sweden and BOSTON, Mass. — September 13, 2022 — Smart Eye, the leading developer of AI-based Driver Monitoring to the automotive industry, today announced that more than one million cars with its Driver Monitoring System (DMS) software have been produced and sold globally. Out of the company’s 14 automotive OEM customers, six have so far started series production of car models including Smart Eye’s innovative technology. Of these 14 OEMs, five are among the six largest car manufacturing groups in the world. Powering more vehicles on the road with these critical safety systems than any other vendor in this space, Smart Eye has established itself as a definitive market leader.

A majority of the 1,000,000+ cars produced with Smart Eye’s DMS software are manufactured by BMW, with series production initiated in late 2018. These car models all include Driver Monitoring as an optional add-on. The other car models in production are produced by leading global manufacturers, including one of US largest automakers, two of China’s largest automakers, a Japanese-European multinational car alliance and a South Korean multination automobile manufacturer. Smart Eye’s DMS will also be included in the new Polestar 3, the Swedish brand’s electric performance SUV that will be revealed in October.

Driven by legislation, regulation and safety rating requirements, Driver Monitoring Systems have become essential safety technology in cars in the last few years. As DMS becomes mandatory in newly produced vehicles, the number of cars on the roads with Smart Eye’s software will increase even more drastically in the upcoming quarters.

“For the past 20 years we have worked towards this important milestone, but I see this as only the beginning. In most of these first million cars, DMS has been an optional feature. Thanks to regulation and safety requirements, almost all the remaining car models we have won will have mandatory DMS in every single vehicle. To put things in perspective: if all 94 car models we have won so far were to reach peak production at the same time, we could be looking at a yearly volume of as much as five million cars produced with our technology – every year,” said Martin Krantz, CEO and Founder of Smart Eye. “Already with this first million, we are making a real difference for road safety. As significantly more cars will include DMS, more lives will be saved every single day.”

On September 15, 2022, Smart Eye will be showcasing their leading automotive technology at the InCabin event in Brussels, Belgium.

Pari muuta pikku uutista tälle päivälle.

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Redeyen mielestä asiakkaan koolla on väliä.

”All in all, the news flow is mostly a confirmation of Smart Eye’s strong market position with existing OEM customers and with essential partners. Especially, we think it’s noteworthy that Smart Eye has five out of the six largest OEM groups as customers, whereas the main competitor Seeing Machines only has two of these (Volkswagen and GM). The only top-6 OEM that Smart Eye today doesn’t have is Toyota, which is yet to announce its DMS provider.”

Kirjautumisen takana:

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En kerennyt kuuntelemaan vielä, mutta Rana on käynyt Lex Fridman podcastissa parin tunnin juttutuokiolla: Spotify.

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Pieni Smartti mainittu ison Nvidian blogissa.

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