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Aandeel TomTom AEX:TTM, NL0013332471

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Wie is er na dit te lezen..

78 Posts
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  1. forum rang 5 ~Justin~ 12 augustus 2016 16:53
    ... nog onder de indruk van cq bang voor Mobileye??


    Hi Justin,

    [...]

    I spoke with some of the Mobileye people at CES and at the time it was very much vaporware. Some of my General Motors contacts also indicated that the relationship there was very tentative , Jim just wanted to see what Mobileye could do.

    As I said earlier, they are still pushing on this. I believe they can make a layer of the map based primarily on the vision systems, but will have a hard time doing much beyond that (dus geen probe data en geen content op basis van lidar). I certainly don’t think that the idea they presented was terribly novel, but then HERE did not come around to this concept until about 2-3 years ago.

    Mobileye looks like they are serious in this space (at an NDS meeting they will be presenting their system), it looks like they are trying to do the entire stack, although I expect they will only be able to develop the visual layers, such as stop signs and stop lights.

    I also think that Mobileye simply doesn’t have the capacity to do all of the things are signing up to do and I expect that a complete map will be one of the things that gets dropped. This really is a problem is harder to do and it appears on first glance. They still have the problem that they have to get a hold of the data from the OEMs, even though they have the sensors in the cars.

    Na afloop van de NDS meeting:

    They definitely said they were not trying to build the entire map, but they (Amnon Shashua) were not specific about what that meant. They are certainly not building the address layers, but I don't think that is relevant to the level 3 map. They also indicate that they will make the infrastructure side processing "open", which is an attempt to coopt the industry, and would cause problems for TomTom. Said they would make their relationship with VW (and the data) public as soon as it is completed in the next week or two.

    ---

    Dan iets daarna de conference call van Mobileye, waarin ook die samenwerking met VW werd genoemd...

    we are in the final stages of signing our first definitive contract with Volkswagen. Based on our discussions, we believe that REM can provide dynamic mapping services that become a valued layer within navigational mapping products. The principles that we will agree with Volkswagen should form a universal framework that will be applicable to and form the basis of our arrangements with other OEMs. Discussions with map providers, TomTom and HERE, also have been promising. We believe that by the end of the year, REM technology will be adopted by 4, 5 incremental OEM partners and that we will be able to share the business model principles publicly.

    ---

    En Goddijn in de meest recente conference call, waarin hij zonder de naam te noemen verwijst naar Mobileye (partijen die denken dat het met crowdsourcing alleen kan)

    Harold Goddijn – TomTom NV - CEO
    I think there's some important developments and more clarity has come through in the last couple of months. We've spoken, of course, on a continuous basis with a lot of executives with the carmakers. There was some doubt whether maps and high definition maps would be needed for autonomous driving, but I think that doubt has now gone away and I think universally industry leaders that we are talking to believe that highly accurate maps will be part of the center set that will drive autonomous cars over the road.

    So there is more clarity that high definition maps will be needed. There is also more experience now, people who -- companies try to build those high definition maps from crowd-sourced data. That's not that easy. We believe and the industry believes that those high definition maps need to be made as we are making them using traditional methods in combination with crowd-sourcing technologies. So I think we are trending favorably there.

    ---
  2. Chameleon 12 augustus 2016 18:14
    quote:

    *Justin* schreef op 12 augustus 2016 16:53:


    ... nog onder de indruk van cq bang voor Mobileye??


    Hi Justin,

    [...]

    I spoke with some of the Mobileye people at CES and at the time it was very much vaporware. Some of my General Motors contacts also indicated that the relationship there was very tentative , Jim just wanted to see what Mobileye could do.

    As I said earlier, they are still pushing on this. I believe they can make a layer of the map based primarily on the vision systems, but will have a hard time doing much beyond that (dus geen probe data en geen content op basis van lidar). I certainly don’t think that the idea they presented was terribly novel, but then HERE did not come around to this concept until about 2-3 years ago.

    Mobileye looks like they are serious in this space (at an NDS meeting they will be presenting their system), it looks like they are trying to do the entire stack, although I expect they will only be able to develop the visual layers, such as stop signs and stop lights.

    I also think that Mobileye simply doesn’t have the capacity to do all of the things are signing up to do and I expect that a complete map will be one of the things that gets dropped. This really is a problem is harder to do and it appears on first glance. They still have the problem that they have to get a hold of the data from the OEMs, even though they have the sensors in the cars.

    Na afloop van de NDS meeting:

    They definitely said they were not trying to build the entire map, but they (Amnon Shashua) were not specific about what that meant. They are certainly not building the address layers, but I don't think that is relevant to the level 3 map. They also indicate that they will make the infrastructure side processing "open", which is an attempt to coopt the industry, and would cause problems for TomTom. Said they would make their relationship with VW (and the data) public as soon as it is completed in the next week or two.

    ---

    Dan iets daarna de conference call van Mobileye, waarin ook die samenwerking met VW werd genoemd...

    we are in the final stages of signing our first definitive contract with Volkswagen. Based on our discussions, we believe that REM can provide dynamic mapping services that become a valued layer within navigational mapping products. The principles that we will agree with Volkswagen should form a universal framework that will be applicable to and form the basis of our arrangements with other OEMs. Discussions with map providers, TomTom and HERE, also have been promising. We believe that by the end of the year, REM technology will be adopted by 4, 5 incremental OEM partners and that we will be able to share the business model principles publicly.

    ---

    En Goddijn in de meest recente conference call, waarin hij zonder de naam te noemen verwijst naar Mobileye (partijen die denken dat het met crowdsourcing alleen kan)

    Harold Goddijn – TomTom NV - CEO
    I think there's some important developments and more clarity has come through in the last couple of months. We've spoken, of course, on a continuous basis with a lot of executives with the carmakers. There was some doubt whether maps and high definition maps would be needed for autonomous driving, but I think that doubt has now gone away and I think universally industry leaders that we are talking to believe that highly accurate maps will be part of the center set that will drive autonomous cars over the road.

    So there is more clarity that high definition maps will be needed. There is also more experience now, people who -- companies try to build those high definition maps from crowd-sourced data. That's not that easy. We believe and the industry believes that those high definition maps need to be made as we are making them using traditional methods in combination with crowd-sourcing technologies. So I think we are trending favorably there.

    ---



    @Justin AB voor al je onderzoekswerk! Jen-Hsun Huang (Nvidia) gaf ook weer een mooie sneer tijdens de Q2 call:
    "And so that's the focus that we have, that's the direction that we've taken, and I think what you're seeing is that the market is trying to react to that. But maybe as they go further and further into autonomous driving that they're discovering, that the problems are related to the type of problems that we're seeing, and that's the reason why DRIVE PX is a computer, not a smart camera."
  3. forum rang 5 ~Justin~ 12 augustus 2016 20:28
    of bevreesd voor HERE?


    ---


    I think the German OEMs are somewhat reluctant to push hard on HERE, but they also have a clear direction and that there’s a fair bit of frustration over the direction of HERE at the senior level.

    I really expected to start seeing follow-up from the HERE acquisition by now, OEMs either joining the consortium, or actively setting up their own alternative. The Germans were clearly hoping that they could build an industry resource from HERE, but clearly the industry doesn’t agree. I am surprised we have not seen some response to the HERE acquisition in the Chinese market which is critical, but not really addressed by the HERE acquisition.

    Google and Apple are also doing quite a bit of work, although exactly what they’re doing is unclear, and they don’t seem to have tight coupling between their navigation maps and autonomous driving map teams.

    At least for Google this is probably because they are looking at relatively localized solutions where they can flood the market with sensors. Uber also has to be in this category with Google and Apple. They are doing a lot of map work. The work they have identified is mostly around placing vehicles , but they clearly have automated car ambitions as well.

    Tesla timmert ook aan de weg maar hun research is heel specifiek (‘narrowly focusssed’).[..] TESLA has developed some pretty significant, although narrowly focused mapping capabilities in support of their auto drive system.


    En iemand anders (HD maps engineer in Silicon Valley) over HERE:

    Several manufacturers (especially the research centers located in the Bay Area) have said to be disappointed with the pace at which Here was developing their HD map. I cannot tell who exactly so you'll have to trust me on this :) I also know that they have already mapped a substantial amount of highways in California and Germany.

    However I feel like their approach, while valid for complex city driving, is a bit of an overkill when it comes to highway automation. In particular, the bandwidth needed to download their map over the air is way over what is possible today (especially in the US where cell coverage is very low outside cities).

    The bandwidth difference between Here and TomTom is exactly what you said: the Road DNA is a 2D projection that can be very light, compared to a full 3D model (Here).
  4. forum rang 5 ~Justin~ 14 augustus 2016 01:11
    quote:

    *Justin* schreef op 12 augustus 2016 16:53:



    "I also think that Mobileye simply doesn’t have the capacity to do all of the things are signing up to do [...]"




    “Mobileye’s ability to evolve its technology is unfortunately negatively affected by having to support hundreds of models from legacy auto companies, resulting in a very high engineering drag coefficient,” Elon Musk (Tesla) said, using a term describing turbulence.
  5. forum rang 8 Beperktedijkbewaking 15 augustus 2016 06:27
    quote:

    *Justin* schreef op 14 augustus 2016 01:11:


    [...]
    “Mobileye’s ability to evolve its technology is unfortunately negatively affected by having to support hundreds of models from legacy auto companies, resulting in a very high engineering drag coefficient,” Elon Musk (Tesla) said, using a term describing turbulence.

    Waarom dachten jullie dat TT het telkens over hun 'kaartenfabriek' had?
    En slim idee is niet genoeg. De echte truc is grootschalige realisatie.

    Geloof me, ik weet ervan. Op bescheiden schaal (hoewel, had je mij als hoger technisch ambtenaar de resources en de support van TT gegeven, dan ...).

    Ik managede en leidde dit voor de NL-snelwegen (slechts een fractie van de wereld, tja). Maar wel als een van de eersten, en met hoge precisie. Elke meetlus, elk puntstuk, elke belijning in kaart gebracht met het oog op 'traffic', en de benodigde algoritmen. We hebben het over 1997-2002.
    Waarom dacht je dat ik RP.Schaeffer kende?

    Zie dit niet als kritiek. Ik wil slechts zeggen dat TT altijd productief denkt, en niet met al te wilde fantasieën tekeer gaat, alvorens ze gedachten hebben hoe ze grootschalig kunnen implementeren. Grootschaligheid vereist een 'fabriek'.
    In tegenstelling tot Waze (die mazzelkonten), MBLY en andere gelukszoekers.

  6. [verwijderd] 15 augustus 2016 12:34
    quote:

    Beperktedijkbewaking schreef op 15 augustus 2016 06:27:


    [...]

    Geloof me, ik weet ervan. Op bescheiden schaal (hoewel, had je mij als hoger technisch ambtenaar de resources en de support van TT gegeven, dan ...).

    Ik managede en leidde dit voor de NL-snelwegen (slechts een fractie van de wereld, tja). Maar wel als een van de eersten, en met hoge precisie. Elke meetlus, elk puntstuk, elke belijning in kaart gebracht met het oog op 'traffic', en de benodigde algoritmen. We hebben het over 1997-2002.
    Waarom dacht je dat ik RP.Schaeffer kende?


    www.youtube.com/watch?v=vxqgcdnPjOM
  7. forum rang 8 Beperktedijkbewaking 17 augustus 2016 07:41
    quote:

    Slainte schreef op 15 augustus 2016 12:22:


    @BDB
    Wie is die RP Schaeffer toch? Ik kan niets vinden op het www.
    Toch niet je alter ego? Een of ander miskend genie of zo? Bij TOM2?
    Graag opheldering.

    Google maar effe.
    Hier een van de vele verwijzingen:
    cos.gmu.edu/ggs/event/talk-r-p-schaef...

  8. B_B 18 augustus 2016 01:33
    Nokia's former maps unit, now owned by German automakers, is close to signing more investors
    Facebook, Amazon or Microsoft — all customers of Here Maps — are possibilities.
    BY INA FRIED AUG 11, 2016, 1:50P

    Here, the former Nokia maps unit now owned by a consortium of three German automakers, is looking to add new investors by the end of the year, its CEO told Recode on Thursday.

    The new investors will come from around the globe and are likely to include companies beyond just car makers, potentially including U.S. technology companies.

    “It’s some really big names,” Here chief Edzard Overbeek said in his first U.S. interview since joining the company in March. “My focus is to get this to closure by the end of this calendar year,”

    Overbeek, a former Cisco executive, said he has been traveling the globe meeting with current and prospective Here customers to see who might be right to take a stake in the company. “It’s not just financial investment we are looking for,” he said

    Nokia sold Here late last year to a consortium made up of BMW, Audi and Mercedes parent Daimler. However, Overbeek said the group is committed to reducing its ownership stake to less than 45 percent.

    On the technology side, the most likely investors would be one of Here’s three major customers -- Microsoft, Facebook and Amazon. Facebook, Overbeek said, is a “strong partner,” while Amazon is also looking to use Here’s technology in some of its next-generation efforts.

    Microsoft, meanwhile, uses Here not only in its phones, but also to power Bing Maps.

    Here’s pitch to the auto industry and beyond is that Google is looking to make money for itself, while Here is aiming to use maps and location data to build an ecosystem that can be profitable for all.

    “We absolutely want to be the de facto standard for consumers and businesses to use our maps,” he said. “We will be very aggressive in opening up those maps.”

    Overbeek is looking to expand Here further into areas like logistics and consumer maps, but building the high-definition maps needed for self-driving cars remains a key area of focus.

    While Silicon Valley will play a role in the future of cars, he said, it need not be the case that technology companies hollow out the auto business in the way that Google has turned cellphone hardware into a largely unprofitable commodity business.

    Both the tech and auto industries probably underestimate the skills the other brings to the table, he said.

    But there is one point on which both industries agree: “We’re all on same page — this is probably, for the next 25 years, the biggest opportunity globally that is out there.”

    Overbeek has also been working to make key hires, bringing in a new CFO and hiring former Daimler autonomous driving executive Ralf Herrtwich to run Here’s automotive business. The company is also looking to bring in a chief operating officer, he said.

    www.recode.net/2016/8/11/12441194/her...
  9. B_B 18 augustus 2016 01:45
    August 17, 2016, 10:14 A.M. ET
    Ford Motor: How Risky is Its Autonomous Driving Plan?
    .....
    Citigroup’s Itay Michaeli argues that Ford’s plan contains more risk:

    We view Ford’s aggressive pursuit of Level-4 autonomy as a positive that supports our broader industry thesis arguing that new mobility offers significant & overlooked commercial opportunities for some automakers…We think future automaker stock valuations will increasingly consider how automakers are positioned for such opportunities (and the associated risks), and to that we’re encouraged that Ford is pursuing Level-4 quite aggressively.

    That said, on the surface Ford’s plan does seem to contain more risk relative to other approaches. (1) Ford is aiming to leap directly into a driverless fleet as opposed to first commercializing a Level-4 fleet with a safety driver—as some other automakers are pursuing. One benefit to first commercializing L4 with a safety driver comes from the collection of real-world data that can be used to perfect the software and therefore gain the confidence of regulators who will need to sign-off prior to fleets going driverless. (2) Ford at this point isn’t partnered with Mobileye (MBLY) on the program but rather taking a more in-house approach. Though Ford didn’t shut the door to adding partners, Ford could find itself competing for regulatory approval with a standard-based approach that seems to be gaining some momentum in the industry. Pursuing a standard configuration could help automakers potentially reduce costs, speed time-to-market and gather a broader set of validation data that regulators could find easier to evaluate. Consequently, Ford’s more in-house approach and relatively newer partnerships makes the path to 2021 driverless certification somewhat less clear at this point. (3) Ford’s ride-sharing distribution platform also remains unclear as we view this as another important source of data & learnings that will be required to operate a successful high-volume driverless network.

    blogs.barrons.com/stockstowatchtoday/...
  10. B_B 18 augustus 2016 02:02
    August 17, 2016, 4:18 P.M. ET
    Mobileye Not Left in the Dust by Ford’s Self-Driving Car, Says Piper
    .....
    Mobileye provides its chips to Ford for ADAS, and Ford comprises less than 10% of Mobileye’s revenue, though it is not an insignificant customer. We weren’t expecting Mobileye to be included in Ford’s announcement, because 1) Mobileye tends to co-lead these announcements and 2) our sense from talking to industry sources is that Ford may be opting to take a different approach to autonomous (e.g., lidar-focus plus high resolution maps). That being said, Ford indicated on its investor call that while they aren’t using Mobileye in their current autonomous testing fleet, a partnership shouldn’t be ruled out. In terms of the start-ups, Ford invested in Silicon Valley-based Velodyne, a lidar company whose notable customers include Google; Ford acquired Israel-based SAIPS, a computer vision and machine learning company; Ford struck an exclusive licensing deal with Nirenberg Neuroscience, a machine vision company; and Ford invested in Berkeley, Calif.-based 3D mapping company Civil Maps. Our sense is that Ford is likely looking to create its own software for autonomous, and 2021 could be a lofty goal depending on how quickly they can piece together these technologies. We believe Ford will continue using Mobileye for ADAS whether or not they use the EyeQ chip for autonomous, at least for the foreseeable future, and any weakness that results from Ford’s announcement is a buying opportunity. We believe there are enough positive catalysts for MBLY in the next year; namely, we expect the company will make one to two more autonomous partnership announcements by year-end and finalize REM contracts through the beginning of next year.

    blogs.barrons.com/techtraderdaily/201...
  11. seren 18 augustus 2016 08:08
    quote:

    B_B schreef op 18 augustus 2016 01:45:


    August 17, 2016, 10:14 A.M. ET
    Ford Motor: How Risky is Its Autonomous Driving Plan?
    .....
    Citigroup’s Itay Michaeli argues that Ford’s plan contains more risk:

    We view Ford’s aggressive pursuit of Level-4 autonomy as a positive that supports our broader industry thesis arguing that new mobility offers significant & overlooked commercial opportunities for some automakers…We think future automaker stock valuations will increasingly consider how automakers are positioned for such opportunities (and the associated risks), and to that we’re encouraged that Ford is pursuing Level-4 quite aggressively.

    That said, on the surface Ford’s plan does seem to contain more risk relative to other approaches. (1) Ford is aiming to leap directly into a driverless fleet as opposed to first commercializing a Level-4 fleet with a safety driver—as some other automakers are pursuing. One benefit to first commercializing L4 with a safety driver comes from the collection of real-world data that can be used to perfect the software and therefore gain the confidence of regulators who will need to sign-off prior to fleets going driverless. (2) Ford at this point isn’t partnered with Mobileye (MBLY) on the program but rather taking a more in-house approach. Though Ford didn’t shut the door to adding partners, Ford could find itself competing for regulatory approval with a standard-based approach that seems to be gaining some momentum in the industry. Pursuing a standard configuration could help automakers potentially reduce costs, speed time-to-market and gather a broader set of validation data that regulators could find easier to evaluate. Consequently, Ford’s more in-house approach and relatively newer partnerships makes the path to 2021 driverless certification somewhat less clear at this point. (3) Ford’s ride-sharing distribution platform also remains unclear as we view this as another important source of data & learnings that will be required to operate a successful high-volume driverless network.

    blogs.barrons.com/stockstowatchtoday/...


    Meer en meer tekenen dat de US naar een standaard gaat op basis van HD-Maps.
    Ze zullen het eigendom niet aan TT laten, en ze zullen niet alle kaarten 3x gaan onderhouden. Ik verwacht eigendom voor een amerikaans consortium met o.a. Ford en Tesla en daarnaast rechten voor TT en Bosch.



  12. forum rang 5 ~Justin~ 18 augustus 2016 08:45
    @seren

    Mobileye gaf een presentatie bij nds, wil zich daarbij aansluiten.

    En Ertico heeft het op zich genomen om tot standaard taal te komen ogv sensor data (je weet wel, wat here vorig jaar ambieerde, maar dan wel via haar eigen cloud).

    In beide organisaties is tomtom een van de voorname leden.
  13. [verwijderd] 18 augustus 2016 08:58

    TT moet ( is al zoekende) naar een US partner
    HG heeft dat ook aangegeven " sommige markten kan je enkel succesvol penetreren als je de juiste lokale partner hebt ".

    denk dat er thans ongelofelijk veel speelt bij TT, hebben wij zelfs geen notie van, ze road mappen het complete bedrijf echt richting de end game.

    alles draait nu om toegang tot info, dan zit je bij de winnaars om op dit aandeel te scoren, al de rest is bijzaak, spijtig maar waar.

    luister dus met een korrel zout naar al dit technische short gelul voor het aandeel, wil je het handelen moet je het niet nalaten, maar dat is niet mijn insteek ik ga vol mee voor goud, zit er niet in voor zilver of brons.
  14. forum rang 4 groeibriljant 18 augustus 2016 09:06
    quote:

    B_B schreef op 18 augustus 2016 02:02:


    August 17, 2016, 4:18 P.M. ET
    Mobileye Not Left in the Dust by Ford’s Self-Driving Car, Says Piper
    .....
    Mobileye provides its chips to Ford for ADAS, and Ford comprises less than 10% of Mobileye’s revenue, though it is not an insignificant customer. We weren’t expecting Mobileye to be included in Ford’s announcement, because 1) Mobileye tends to co-lead these announcements and 2) our sense from talking to industry sources is that Ford may be opting to take a different approach to autonomous (e.g., lidar-focus plus high resolution maps). That being said, Ford indicated on its investor call that while they aren’t using Mobileye in their current autonomous testing fleet, a partnership shouldn’t be ruled out. In terms of the start-ups, Ford invested in Silicon Valley-based Velodyne, a lidar company whose notable customers include Google; Ford acquired Israel-based SAIPS, a computer vision and machine learning company; Ford struck an exclusive licensing deal with Nirenberg Neuroscience, a machine vision company; and Ford invested in Berkeley, Calif.-based 3D mapping company Civil Maps. Our sense is that Ford is likely looking to create its own software for autonomous, and 2021 could be a lofty goal depending on how quickly they can piece together these technologies. We believe Ford will continue using Mobileye for ADAS whether or not they use the EyeQ chip for autonomous, at least for the foreseeable future, and any weakness that results from Ford’s announcement is a buying opportunity. We believe there are enough positive catalysts for MBLY in the next year; namely, we expect the company will make one to two more autonomous partnership announcements by year-end and finalize REM contracts through the beginning of next year.

    blogs.barrons.com/techtraderdaily/201...



    Ook Ford stinkt dus niet in de lock-in en sprookjes van Mobileye. Gaan voor de bewezen en beschikbare high-resolution Maps.
    Mogelijk Rem contract is ook vertraagd van dit jaar naar begin volgend jaar. Betekent dus dat de onderhandelingen met Volkswagen mogelijk spaak zijn gelopen.
  15. forum rang 4 groeibriljant 18 augustus 2016 10:00
    Rem werd door Mobileye gepresenteerd als een kaart, maar dat is inmiddels afgezwakt naar een positioneringslaag bovenop de kaarten van TomTom en Here (HD-kaarten maken is toch een specialistisch vak is men nu achter).

    Mobileye blufte de afgelopen periode en moet nu op zijn schreden terug keren:

    -Tesla stapt op;

    -Ford gaat niet mee in de sprookjes van Mobileye en kiest een oplossingsrichting op basis van high resolution maps en lidar (dat is ook de meess verstandige oplossingsrichting);

    -contractonderhandelingen met Volkswagen lijken te zijn vastgelopen.

    Ik verwacht inmiddels ook dat die researchsamenwerkingen van ze niets gaan opleveren. Autofabrikanten gaan massaal voor HD-maps + Lidar.
  16. B_B 18 augustus 2016 10:14
    AUG 18, 2016 @ 01:03 AM
    Why Did Baidu Invest $75M In Driverless Car Tech Firm Velodyne LiDAR?

    China’s search engine giant Baidu has teamed up with Ford to invest $150 million in Velodyne LiDAR, with each firm putting in $75 million.

    Velodyne LiDAR is a developer and manufacturer of lidar sensors. Lidar is a surveying technology that measures distance by illuminating a target with a laser light. Lidar sensors can be used by cars to detect and measure objects: buildings, other cars, and even the lines on the road.

    Lidar sensors are among the most vital components of driverless autonomous vehicles, permanently scanning the vehicle’s surroundings and comparing the images with previously created 3-dimensional maps. These maps are created with the same lidar technology. Customers of Velodyne LiDAR include Google, TomTom, Bing, and Baidu.

    Baidu has been using Velodyne LiDAR sensors for creating its 3D streetview version of Baidu Maps, using a fleet of small vehicles with a roof-based sensor, looking very much like the Google Streetview cars which use the same technology.

    And just like Google, Baidu wants to use these maps for driverless cars. And they have started already. Baidu teamed up with BMW for a driverless-car pilot project, using Velodyne LiDAR sensors and Baidu Maps. The tests started in December 2015, with cars driving on public roads in cities like Beijing and Wuhu.

    Last month, Baidu announced it wants to start mass production of driverless cars in five years. These cars will be equipped with Baidu Maps and Baidu’s own driverless-car operating system called Baidu AutoBrain. The system was launched in September 2015.

    These cars will need a lot of lidar sensors, but whether these will come from Velodyne LiDAR is far from certain. The $75 million investment is relatively small and it seems unlikely that Baidu wants to be dependent on an American firm for this vital piece of equipment. So why invest?

    The investment seems to be primarily motivated by the need to master lidar technology. Baidu will likely learn as much as it can and setup its own lidar production in the future. Nevertheless, the 75 million could be a sound investment, with reports predicting that Velodyne LiDAR could be worth one billion by 2020.



    Tycho De Feijter , CONTRIBUTOR
    I write about the Chinese car market.

    Opinions expressed by Forbes Contributors are their own.

    A Velodyne LiDAR HDL sensor sits mounted on the roof of a Baidu BMW driverless test car. Photographer: Qilai Shen/Bloomberg

    China’s search engine giant Baidu has teamed up with Ford to invest $150 million in Velodyne LiDAR, with each firm putting in $75 million.

    Velodyne LiDAR is a developer and manufacturer of lidar sensors. Lidar is a surveying technology that measures distance by illuminating a target with a laser light. Lidar sensors can be used by cars to detect and measure objects: buildings, other cars, and even the lines on the road.

    Lidar sensors are among the most vital components of driverless autonomous vehicles, permanently scanning the vehicle’s surroundings and comparing the images with previously created 3-dimensional maps. These maps are created with the same lidar technology. Customers of Velodyne LiDAR include Google, TomTom, Bing, and Baidu.


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    Baidu has been using Velodyne LiDAR sensors for creating its 3D streetview version of Baidu Maps, using a fleet of small vehicles with a roof-based sensor, looking very much like the Google Streetview cars which use the same technology.

    And just like Google, Baidu wants to use these maps for driverless cars. And they have started already. Baidu teamed up with BMW for a driverless-car pilot project, using Velodyne LiDAR sensors and Baidu Maps. The tests started in December 2015, with cars driving on public roads in cities like Beijing and Wuhu.

    Last month, Baidu announced it wants to start mass production of driverless cars in five years. These cars will be equipped with Baidu Maps and Baidu’s own driverless-car operating system called Baidu AutoBrain. The system was launched in September 2015.

    These cars will need a lot of lidar sensors, but whether these will come from Velodyne LiDAR is far from certain. The $75 million investment is relatively small and it seems unlikely that Baidu wants to be dependent on an American firm for this vital piece of equipment. So why invest?

    The investment seems to be primarily motivated by the need to master lidar technology. Baidu will likely learn as much as it can and setup its own lidar production in the future. Nevertheless, the 75 million could be a sound investment, with reports predicting that Velodyne LiDAR could be worth one billion by 2020.

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    Like Baidu, Ford has been using Velodyne LiDAR sensors for a very long time, mostly for driverless car pilot projects. Earlier this week Ford announced it too will have driverless cars on the road within five years.

    So far so similar, but Baidu and Ford haven’t joined forces before. There are however a few connections in China that could point at more cooperation in the future. Ford is offering Baidu CarLife in some of its China-made models. CarLife is comparable to Apple CarPlay, enabling popular Baidu apps to work on a vehicle’s infotainment system.

    The second connection is possibly even more interesting. The cars that Baidu is using for its 3D mapping are manufactured by Changan Auto. This could indicate that Changan is a contender to manufacture the Baidu driverless cars. Changan Auto is also the partner of Ford in the long-running Changan-Ford joint venture that makes various Fords for the Chinese market.

    www.forbes.com/sites/tychodefeijter/2...
  17. forum rang 5 ~Justin~ 20 september 2016 21:09
    Mobileye CEO deed het voorkomen alsof over een paar jaar de hele industrie met hen samenwerkt. Terwijl ze nog nul deals hebben. Zelfs General Motors dat ze in januari noemden is geen deal.

    Een vooraanstaande analist reageerde als volgt aan mij:

    It seems like everyone in this business is trying to claim victory well in advance of any actual battles. A lot relates to establishing standards for real time map data sharing. Everyone wants their standard to be dominant.

    I usually figure in a high bullshit factor for most Israeli tech companies. As a group, they lay out a lot of hints of things that may or may not happen. See Waze, Telmap, etc


    ---

    Ik kreeg er ook een Nederlandse reactie op van iemand die de markt een beetje kent


    Ik ben het helemaal eens met deze persoon. Mobileye management and founders doen alles om de hype maar in stand te houden (103+x K/W) en te kunnen cashen. De founders verkopen aan de lopende band aandelen hetgeen toch wel wat zegt.
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