*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.
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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.
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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.
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