Wat moeten we nog meer horen.
Ik ben er van overtuigd, dat Harold Goddijn het liefst alles zou zeggen.
Sommige dingen mogen niet uit concurrentie overwegingen en of je afnemer wil het nog niet in de openbaarheid.
Je zegt Nissan is binnen, dat zeg je woordelijk op de webcast, de HELE wereld hoort het.
Een forumlid stuurt naar aanleiding van Nissan is binnen een E mail en het antwoord aan het forumlid is, het is een vergissing, is niet Nissan maar Subaru.
De hele wereld hoort je zeggen op de webcast, Nissan is binnen.
Alleen het kleine forumwereldje weet, niet Nissan , maar Subaru, het was een vergissing.
Dus de hele wereld hoort Nissan en dat wordt tav de hele wereld niet ontkracht met een PB.
Dan is Nissan toch binnen, zoals een aantal op dit forum zeggen.
ABN AMRO MARC vraagt of er marktaandeel wordt gewonnen in 2016.
Yeah, okay. Thank you, Marc. This is Harold, thank you very much. Our market share, it’s difficult to see, I don't want to give you a number on market share win, because we don't have reliable data and there's no third parties either collecting reliable data on total availability of deals, but we think we're doing okay and certainly no worse than last year.
IK lees : we doen het ZEKER niet slechter dan vorig jaar, waarschijnlijk dus beter.
Mij lijkt: winnen marktaandeel in automotive.
Bij beleggersbelangen had Harold Goddijn het in 2020 over een marktaandeel van 50%.
But I think on the whole, we are happy with the results as developed in line with our expectations and it's going according to plan.
Het resultaat in automotive is in lijn met onze verwachtingen, zegt Harold.
Die verwachtingen ( interview beleggersbelangen ) zegt Harold zijn 50% in 2020.
Nvidia.
Helpt ons om commercieel sterker te staan, lees ik.
But the fact that we are working together will help us in our commercial efforts but also well is helping us and we see that already in getting in more granular and deeper understanding of what’s going on in the market for autonomous driving, where the issues are and where we can play well.
Kan level 5 met sensors en camaras, dus mobileye, of heb je HD Maps nodig.
Harold Goddijn
Yeah, so I think everybody is coming around like you do needed high definition map. And then for a simple reason that the range of the sensors is just limited in distance. You need some sort of - you need two things, you need to know where our all other objects are relative to the map also further away and you need to be able to plan your route further out. And for that you need to have high definition maps. And I don’t think currently there are many people who don’t think you need a digital map for that.
Dus HD Maps zijn nodig, zegt volgens mij Harold.
Harold HD MAPS nog niet voor autonomus driving, maar wordt wel al gebruikt, omdat het BETER is.
HD Map, there is demand for the HD Man but not yet for autonomous driving, but there is demand for the HD Map for better digitalization standard in navigation functions which is quite exciting for us because it gives us a way also to generate revenue from those early investment. So what you can do is an HD Map is given much more accurate representation, visual representation, around vehicle and that helps with building a clear user interface, that’s easier to understanding, givers the driver more special awareness. So for those type of applications, we see some demand developing already.
HD voor SDC niet voor 2020 zegt Harold, volgens de autobouwers.
Zonder gevraagd te worden zegt hij dan over Tesla !
Tesla hardware voor level 5 en geen software, software heeft meer tijd nodig.
Verstopt Harold zich !
Veel duits marktaandeel in automotive is niet voor ons, maar daar buiten wel.
But that also means that there are better opportunities for us to grow outside of that market and we are seeing that at the moment.
There was a clear market win with Volvo for incidence which we not been serving in the past and it was very significant win both financially but also strategically an important step for us to be able to get into that account. I think we will more of that. We’ve seen last year Nissan coming our way which was a new one. And you know I think that will continue, that will continue in 2017 and beyond.
Die Marc van de ING stelt goede vragen.
Harold Goddijn
I can’t give you specifics on Tesla unfortunately. I think the fact that we are getting better involved in the North American market is about with significant wins not only with carmakers, but also with tech firms what we showed you last year.
Marc Zwartsenburg
As you do already provide some services to Tesla, is that correct or not?
Harold Goddijn
I can't comment on that.
Dit is ook een goede verwijzing !
We are hopeful that that map making process for HD Maps can be automate fully or that at least to a very large extent and with the new technologies including the type of computers that NVIDIA is building computer vision, artificial intelligence deep learning, we believe it is possible to achieve much higher levels of automation enhance efficiency than what we currently can achieve. So it’s an ongoing work, and we need to do that of course, because maps are never good enough and productivity is a key metrics in the map making business and we’re working hard on that.
Harold heel positief over groei in Lisencing, want ontevreden klanten willen naar ons !
Harold Goddijn
Yeah, I think for Licensing, we’re working on some interesting thing but I think it’s too early to give you more indication of what it will mean for the P&L, but there are new opportunities opening up and that’s also driven by the fact that all of companies are use location based services don’t feel comfortable with the current vendors. So I think there are opportunities to there. It’s a bit early to talk about more detail and what I can do now.
Is ook heel positief over de groeimogeljkheden in Telematics.
Ga je toch niet voor een appel en een ei verkopen, nu de connected car er zeker aankomt.
Telematics, I think is there is some exciting stuff going on in Telematics, so we are working in the last years to kind of explore the world of both UBI, so user based insurance, as with also connected car services for other than fleet management. And I think both those opportunities will start to materialize in 2017, it will start to contribute to growth in a segment that we didn’t offer before.
And when I say connected car services, you need to think about leasing companies, dealer organizations, and insurance companies who want one way or another want to get data about vehicle to use it for verity purposes. We see it as a trend and those are typically deals where ASPs are lower than for web fleet where the value-add is higher, but also significant volume involved.
Gaan we verder zonder consumer !
Tja.
Shyam Kumar
Perfect. And just last one, in terms of I guess the consumer in the hardware business given the growth in the software and the services business, is there any logic to separating out that business, maybe disposing it or doing a management buyout with the divisional management of that business?
Harold Goddijn
I can’t speculate on that Shyam.
Toch heel interessant die web cast.
Ondanks, dat de webcast al breed is uitgemeten, heb ik hem weer geluisterd en gelezen.
Ik ben en blijf long.
De koers is volgens mij geen afspiegeling van de kansen.
Tot maandag :-)
Stel grote jongens zijn net zo positief als ik en anderen op dit forum.
Hoe komen die grote jongens dan aan MEER aandelen.
Van elkaar, AMEHOELA, die van ons !