Seeing Machines bags Nio

At the Qualcomm shindig last week, it was fascinating to learn that 20 automakers have selected Snapdragon automotive cockpit, gen 3, particularly as I believe most, if not all, of them will have Seeing Machines DMS integrated into it.

I’m sure that one of them is the Nio ET7, the Chinese would be Tesla killer. You don’t have to be much of a detective to work it out as the clues are all within an easy Google. Nio is signed up with Qualcomm and has an enhanced DMS. Hmmmm does anyone know a supplier of advanced DMS that is working with Qualcomm? Answers on a postcard, please.

Fortunately, Qualcomm also supplied a photo clue last week.

Screenshot 2021-01-26 at 15.44.20

I certainly would not rule out a Qualcomm bid for Seeing Machines in the future. Its technology has applications in markets far beyond automotive that Qualcomm would love to dominate. The more Seeing Machines impresses Qualcomm (and it got a lot of respect last week), the more likely it is to want to snap it up on the cheap. Keep watching.

The writer holds stock in Seeing Machines.

Are Qualcomm and SEE climbing the Great Wall?

It appears the share price of Seeing Machines is continuing to climb in anticipation of some big announcements from Qualcomm next week.

It would appear very likely that Seeing Machines via Qualcomm has made very big strides in China.  In addition, I came across some interesting news from Japan. Here are two snippets that may hold the key to the rise.

The first is news of Great Wall Motor in China. The second is news of Japanese OEM Honda installing DMS.

I don’t have definitive proof of either but I expect more good news very soon.

The writer holds stock in Seeing Machines.