Detta har jag ingen egen information om, men i Anders Storms blogg, som länkades ovan, beskrivs det så här:
Current per-vehicle royalty: 3-10 Euro per car. That’s SEK 34-113 per car depending on contract vintage.
Why the current blended average is at the lower end: contracts signed in 2020-21 during the DMS market ramp had lower pricing to secure market share. These contracts are what’s driving production volumes right now, hence the lower blended ASP that Redeye estimated at SEK 42.
Why low-cost cars pull the average down: for low cost vehicle models, GSR compliance is a legal requirement, not a value driver. OEMs pay minimum viable royalty to check the regulatory box.
Why future cars carry higher per-vehicle value: future models don’t just have DMS. They have DMS + Interior Sensing + posture detection + face ID + iris ID + intoxication detection. Each function adds royalty layer. The CEO said future cars have “high value” per vehicle from this bundle of features.
This is the pricing expansion story that Redeye’s SEK 42 estimate captures for 2026 but doesn’t capture for 2028-2030 when Interior Sensing and adjacent features become standard.
If per-vehicle royalty expands from SEK 42 in 2026 toward SEK 70-90 in 2028-2030 as newer contracts with higher feature content dominate the mix, plus vehicle production volume grows 3x and royalty revenue expansion on ASP0 This is what I like to hear and that support my long term estimates.
Storm förutspår alltså att enhetspriserna kommer att stiga i framtiden i takt med att nya modeller även tillför tilläggsfunktioner till systemen. Redeyes uppskattning för i år är 42 SEK per bil, och Storm förväntar sig att den till och med fördubblas under de kommande åren.