Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Technisch gaat 5 daags vanmiddag of morgen door 10 daags...das mooi dus nu nog een bericht of positievere beurs en dan weer een 8.30 zien? vrijdagmiddag shorters iets afgebouwd? Dat zien we nabeurs... Wel bijzonder dat afgelopen vrijdagmiddag de omzetten groter werden en de koers opliep.... voorkennis AFM ?
TT zal betalen voor de crowdsourced data die is gegenereerd door chips van Qualcomm, Nvidia, etc. Wie het factuurtje stuurt is de vraag, daarbij gaat het er om wie eigenaar is de crowdsourced data, de autofabrikant of de chipleverancier. Het ligt voor de hand dat het de autofabrikant is. En die krijgt op haar beurt van TT een factuur voor geleverde kaarten. Of eea gaat met gesloten beurs. Maar wat schiet TT er dan mee op ;-)
Question 1: Who Owns the Driving Data? As semi- and fully-autonomous vehicles drive around, who owns the data collected: The auto maker? The fleet owner? Or the user? Why does the user pay $100,000 for a car and have the data belong to the auto manufacturer? As we have seen, the data collected by AV’s is a critical asset, and we should expect to see major fights over ownership. Indeed, a deal being negotiated between Apple and both Daimler and BMW seems to have fallen through over this critical point. It’s early days, but it appears like the battle lines are drawn between the traditional automakers and the internet companies. Google, Apple and Tesla seem to believe that the data belongs to them?—?Tesla makes owners sign over all data rights to the company and uses the data extensively. On the other hand, the Alliance of Automobile Manufacturers, with 20+ global automakers just agreed to “Consumer Privacy Protection Principles”, where they make clear that users own the data and are free to do what they want with it.
Question 2: Do automakers become map makers? Where do the lines get drawn between data owned by vehicle manufacturers versus mapping companies? And where do technology providers such as MobileEye and NVIDIA fit in? From a strategic standpoint, Autonomous vehicles and HD Maps are complements. Vehicle manufacturers would love nothing more than access to ubiquitous, high quality and cheap maps. They would like a ‘commodity complement’. This tension arises because a non-commodity complement threatens to eat into the profit share of the industry. Chris Dixon has a great discussion on “Commoditize your complement”. Tesla announced that they would make the maps they make from their vehicles available to others. The key issue is that mapmaking is a capital intensive business. By some estimates, it takes $2B per year or more to run a mapmaking operation?—?which includes 2000+ people in post processing operations, usually in India. This implies that HD Maps are unlikely to be a commodity. Similarly, mapmakers would love to have access to the data from each car, which provides them ubiquitous data that they would otherwise have to spend (a lot) of money to acquire. It is rumored that the buy-in to join the HERE maps consortium is $500M! But it’s unclear what their insertion point would be. There are already deals between mapmakers and automakers, and there are likely to be more of these. OpenStreetMaps is a viable open source mapping system, with a rich set of contributors. However, the licensing requirements of OSM require any modifications or changes to be given back to OSM, which is likely to be a hurdle. Another alternative is that the industry could vertically integrate, with vehicle makers buying mapping companies either directly or as part of consortia. This will likely accelerate, given that there are relatively few map companies. But HD Cartography is a beast with its own challenges, and auto makers have their hands full solving the on-vehicle systems challenge.
slotgok DH, fijne dag! Yanks worden zo wakker ;-)
Dat maakt niet uit hoor ron, iemand uit de VS kan nu ook gewoon kopen En denk niet dat iemand tot 7:00 vanmorgen nog dacht dat TT alleen kastjes maakt maar nu opeens wakker is geworden
janrobert schreef op 27 februari 2017 11:15 :
Goed nieuws, koers daalt
Bij slecht nieuws ook. Beslist geen sexy aandeel meer.
Die PSA-Gruppe mit ihren bekanntesten Konzernmarken Citroën, DS und Peugeot wird in Zukunft auf Prozessoren von Qualcomm für das Infotainment setzen. Das haben beide Hersteller in einer gemeinsamen Erklärung bekannt gegeben. Der PSA-Konzern will den Snapdragon 820A ab dem Jahre 2020 in neuen Kraftfahrzeugen unter anderem für das Infotainment verbauen. Der Snapdragon 820A ist eine Automotive-zertifizierte Spezialvariante des Snapdragon 820, wie er aktuell in Smartphones und Tablets verbaut wird. Der Kernkomponenten sind mit vier Kryo-Kernen, Adreno-530-GPU, LPDDR4-Arbeitsspeicher und Hexagon DSP die gleichen. Mitsibutsi idem ditowww.computerbase.de/2017-02/snapdrago...
Last month at the CES show, ZongMu along with Qualcomm unveiled the Qualcomm Snapdragon 820A to power next-generation Volkswagen infotainment systems, announcing a Cellular V2X trial in Germany, revealing a new class of high-bandwidth Gigabit LTE for vehicles and demonstrating how Snapdragon 820A can bring the next level of intelligence to automatic driving transition.
Dutchy Ron schreef op 27 februari 2017 11:20 :
Die PSA-Gruppe mit ihren bekanntesten Konzernmarken Citroën, DS und Peugeot wird in Zukunft auf Prozessoren von Qualcomm für das Infotainment setzen. Das haben beide Hersteller in einer gemeinsamen Erklärung bekannt gegeben.
Der PSA-Konzern will den Snapdragon 820A ab dem Jahre 2020 in neuen Kraftfahrzeugen unter anderem für das Infotainment verbauen. Der Snapdragon 820A ist eine Automotive-zertifizierte Spezialvariante des Snapdragon 820, wie er aktuell in Smartphones und Tablets verbaut wird. Der Kernkomponenten sind mit vier Kryo-Kernen, Adreno-530-GPU, LPDDR4-Arbeitsspeicher und Hexagon DSP die gleichen.
Mitsibutsi idem dito
www.computerbase.de/2017-02/snapdrago... Goed gevonden! (AB) hieruit maak ik op dat de samenwerkingen vooral door de autobouwers worden gedreven.
Dutchy Ron schreef op 27 februari 2017 11:20 :
Die PSA-Gruppe mit ihren bekanntesten Konzernmarken Citroën, DS und Peugeot wird in Zukunft auf Prozessoren von Qualcomm für das Infotainment setzen. Das haben beide Hersteller in einer gemeinsamen Erklärung bekannt gegeben.
Der PSA-Konzern will den Snapdragon 820A ab dem Jahre 2020 in neuen Kraftfahrzeugen unter anderem für das Infotainment verbauen. Der Snapdragon 820A ist eine Automotive-zertifizierte Spezialvariante des Snapdragon 820, wie er aktuell in Smartphones und Tablets verbaut wird. Der Kernkomponenten sind mit vier Kryo-Kernen, Adreno-530-GPU, LPDDR4-Arbeitsspeicher und Hexagon DSP die gleichen.
Mitsibutsi idem dito
www.computerbase.de/2017-02/snapdrago... Dan lijkt zich toch wat af te tekenen. Tel daar Opel bij op (en wellicht de rest van GM?) en het feit dat Mitsubishi verwijst naar Renault/Nissan. Nou nog duidelijk Toyota signalen en eventueel Tesla model 3.
One of the most surprising announcements at the CES 2017 show was the announcement from both Volkswagen and Qualcomm that these two companies will work together on the connectivity of VW cars as well as on the way to implement the Qualcomm self-driving Snapdragon 820A platform in future cars. The big surprise comes from the fact that Nvidia claims dominance in ADAS and self-driving and it looks like that it managed to lose the world’s biggest car manufacturer to its big rival, Qualcomm. Nvidia is missing one critical part, the connectivity part called a modem. Cars of the future will heavily rely on a connected car platform that includes a modem. This is the piece of the puzzle that Nvidia is missing. Nvidia won the Drive PX automotive deal with Tesla, and this is, so far, one of the splashiest announcement. We will come back to you about the fact that yesterday Nvidia announced that it will partner with Mercedes too. Nvidia scored a lot of big names in the automotive field, but we have to point out, lost Volkswagen, the famous VW. Dr. Volkmar Tanneberg, an executive director of Electrics and Electronic development at Volkswagen, took to the stage with Qualcomm’s CEO to announce this partnership. Dr. Tanneberg mentioned that VW plans to use Snapdragon X12 modem and X5 LTE modem in its 2018 line up. He pointed out that the VW is using the current generation Qualcomm modem in its connected car. The more important announcement is that VW plans to use the Automotive Snapdragon 820A in its new cars scheduled to launch in the course of 2019.
Goed bezig, Ron. Wel apart in dit kader dat VW dan wel weer voor Mobileye heeft gekozen voor de sensoren i.p.v. Qualcom/NXP. Dus of we positieve TomTom gedachtes kunnen verbinden aan jouw laatste VW-post is de vraag.
Qualcomm Drive Data platform is built on three pillars: heterogeneous connectivity, precise positioning and on-device machine learning, all integrated into the Qualcomm Snapdragon solutionThe platform uses a Qualcomm Snapdragon 820Am automotive processor . With an optional integrated X12 LTE modem capable of up to Cat 12 speeds, the Snapdragon 820Am is designed to deliver the next level of intelligence and mobile connectivity (e.g., 802.11p, Wi-Fi and Bluetooth LE). It is designed to fuse data from the vehicle’s camera feed with inertial sensors and navigation data, optimized for precise positioning up to lane-level accuracy even in challenging environments such as urban canyons. Additionally, Qualcomm Technologies is offering a deep-learning software development kit (SDK). The SDK, called the Qualcomm Snapdragon Neural Processing Engine (SNPE), is engineered to use the Snapdragon processor’s heterogeneous compute capabilities to provide auto makers a powerful, energy-efficient platform for delivering the next level of automotive intelligence.
voor localization (sensoren, camera's, lidar, etc), connectivity, etc. kunnen er beste verschillende chips en processoren in 1 VW zitten, idg van Qualcomm en Mobileye.
PSA cars to incorporate Qualcomm chipsets from 2020 Sunday 26 February 2017 | 19:24 CET | News French car manufacturer PSA Group (formerly PSA Peugeot Citroen) has announced plans to integrate Qualcomm’s Snapdragon 820 Automotive (820A) processor in its in-car infotainment system, with the first vehicles expected to be available in 2020. The Snapdragon 820A processor is based on a 14nm FinFET advanced process node running on Qualcomm’s 64-bit Kyro CPU, Adreno 530 GPU and Hexagon 680 DSP Vector extension Alles wijst erop dat TT PSA in de pocket heeft. De puzzelstukjes vwb PSA worden steeds duidelijker........nog ff die Opel deal afronden en gaan.
Hik schreef op 27 februari 2017 09:37 :
[...]
Spijtig genoeg ben ik het met je eens.
Wel prettig dat jullie ervan overtuigd zijn de diepe,
werkelijke achtergrond te kennen.
siepels schreef op 27 februari 2017 12:01 :
[...]
Niemand kent TomTom of de markt. Qualcomm heeft ook nog een 'integratie dingetje' te doen met hun NXP acquistie. De NXP BLuebox overlapt deels hun eigen Drive Data Platform, maar zie ik als een iets volwassener benadering van het gehele autonomous driving traject (van sensors tot actuators). Wat gaat er winnen? Allebei in de lucht houden?
PGV schreef op 27 februari 2017 11:18 :
[...]
Bij slecht nieuws ook. Beslist geen sexy aandeel meer.
Gauw verkopen dan PGV!
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)