Aston,
Does that really ring true? Sophisticated software, not even sure what that suggests and combining it to hardware?
I sincerely hope that SEE or Seye if they work in China have worked this issue out.
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https://www.eetimes.com/why-apple-icar-wont-be-self-driving/
If the rumors that iCar will enter production in 2024 are accurate, then on automotive timescales the vehicle design is already mostly complete, even if only virtually as a “digital twin.” Apple will already be working with tier one and tier two suppliers, so we won’t have to look very far for some major clues.
My top candidate for tier one for the automated driving system is Veoneer,
In the next column I will share my thoughts on why I believe Apple will have gone “Down Under” for the driver monitoring system in the iCar and is likely to already be working with the clear technology leader, Seeing Machines.
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Mielenkiintoinen artikkeli! Odotappas kun katson kenen kirjoitam… aah juuh. 
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In this video from Sep -20 SM CEO McGlone basically admits SM is not the leading DMS supplier (at least in terms of market share) but Smarteye is (starting from 13.20).
He’s stated in another occasion that SM + SE combined have ~ 90% share. In this video he says SM share is reaching / is 30%. My math says Smarteye is left with 60% (Smarteye own guess is 65%).
At this point I sincerely want to thank SM camp, especially @TheLongestShot and @Sophierns, for challenging us, although time to time I wish it was based on more actual facts and well grounded reasoning rather than beliefs and guesses without any sources.
Anyway, you have forced me to make my homework even better. Now I can say that I’m more confident on Smart than a week ago. I do admit there are certain matters to follow-up with SM and they may or may not turn the market share upside down. But hey, I’d rather start the next round of RFQs with 60% market share rather than 30%, suggests Smart has been on the right path for some time now.
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Millonkohan saataisiin Smart Eye Inderesin seurantaan
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Inderes on tehnyt strategisen valinnan seurata vain suomalaisia pörssifirmoja (ainakin toistaiseksi).
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Olisi kyllä eniveis mukava, jos Smarttia seuraisi joku muukin Redin lisäksi.
Tosin tämän keskusteluketjun arvokin on jo itsessään myös uskomattoman suuri ja monen eri ihmisen tuottama.
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Aston,
Thank you for posting Colin’s speculation. I thought that it was a wild thing to say in print.
This morning I noticed that some Seeing Machines people had liked it - quite informally.
But this had really rocked my boat.
And there was me expecting a denial RNS when Cupertino woke up.
Edit: Yes, that is from Veoneer on LinkedIn and also on Twitter.
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Read the opening post.
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Interesting to see Veoneer share this in social media. Nevertheless, as an investor I would not attribute much importance to it. To me it simply looks like Veoneer marketing / PR is pushing the article as it reflects on them positively.
To be clear, I am not arguing that Apple will not end up with Veoneer / See. I just don’t necessarily see a strong positive correlation with the actual sales negotiations & the social media shares by Veoneer.
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I appreciate a lot of contradictory input here lately but I feel dropping these oneliners without sources is just borderline trolling.
While you may very well have a valid point without sources they appear merely as opinions. Everyone interested on the topic finds themselves googling RGB-IR low-light shortcomings with very little results.
So if you have sources for your statements please link them here to help us who are willing to do our own research. Judging the credibility of the sources is up to the reader.
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Sorry, I didn’t want to spoil Victor and Martin’s opportunity.
“OmniVision, Ambarella and Smart Eye Partner on Automotive Industry’s First Combined Driver Monitoring and Videoconferencing Camera Solution | Smart Eye” OmniVision, Ambarella and Smart Eye Partner on Automotive Industry’s First Combined Driver Monitoring and Videoconferencing Camera Solution - Smart Eye
That looks like hardware to me.
Then I presume it gets baked into this ASIC
optimized for entry-level, stand-alone driver monitoring systems
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Sorry, for being mischievous.
Edited
Hardware agnosticism is dead. Long live Smart Eye
If you do some research, you might find that SEYE’s software only days are at their end.
There is some new hardware announced today.
Low end only, but should do some volume, especially in China.
Not sure it will be sufficient for Europe or NCAP.
Lighting is going to be a problem due to sensor size and RGBIr sensor. I did a long post on LSE probably in November explaining why.
Good luck and well done.
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This is good because smart already has 2/3 of design wins in high-end and middle-class where volumes are huge. Now they are prepared also for winning most of low end cars as the RfQs are proceeding from top to down.
I’m even happier now so thanks for reminding 
We at Smart hare very happy owners. Welcome to the 65 club.
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Mulla on kai jäänyt välistä, miksi kiinaa potkitaan tämän sijoituscasen osalta näin pahasti? Muuten ihan pA5ka valtio, mutta autojen tuotantomäärillä
mitattuna ylivoimainen ykkönen. Vaikka kate myytävissä dms järjestelmissä olisikin pieni, niin nimenomaan volyymi paikkaa tuota ja eikö kaikki oo lisää riville, jos vaan tappiota ei tule? Jos kiinaan lainattaisiin jotain osaamista, eli kopioitaisiin, niin yhtä iso häviö se on siinä vaiheessa kaikille DMS valmistajille.
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Seeboys-fanclubin argumentti on jo monta vuotta ollut että Smarteye menestyy vain kiinassa. Mitkään todisteet eivät tue tuota. Kannattaa vaan alkaa päästää toisesta korvasta ulos näiden Seeboys kavereiden jutut. Samaa paskaa ovat vuosia jauhaneet twitterissä, avanzalla ja nyt kutsuttuna täälläkin 
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Kohdassa 7.20 SM toimarilta kysytään Smartin Grand slamista. Kiemurtelee aikansa, mutta saa kuitenkin vedettyä kiina-kortin tähänkin keissiin: “they won a new European OEM, a US OEM with China focus…”
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Joo sama täällä. Jos/kun nuo Seeing-miesten väitteet on paskaa tämän osalta, niin miksi menestyminen kiinassa olisi jotenkin huono juttu juurikin noiden volyymien takia. 
osaako joku selittää?
Varmaan marginaalisiin tai nollakatteisiin tuottoihin viitataan tässä.
Eli hyvä jos saataisiin siinä tapauksessa kuluja katettua.
Tai toinen vaihtoehto, että viitataan laadun olevan heikkoa, joka ei kelpaa kuin Kiinaan.
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Jos nuo myynnit olisi kiinaan, niin ei Smartin edustaja varmaan olisi mainostanut samoja katteita kuin Seeingin toimari, Arimatin puhelussa…