I know nothing more than anyone else but my gut tells me...

I know nothing more than anyone else but my gut tells me Mobileye.

Israeli to Israeli

The ann lefevre is referring to makes reference to a 'major supplier to the car manufacturers'
That eliminates any car makers and its a major global player so yes, I'll back in Mobileye.
Plus the name Mobileye was mentioned during the webinar along with Traffilog.

Lag time whilst frustrating has to be expected, particularly when dealing with a Tier 1 potential multi-billion $$ player and lets not discount the last thing they would want is for their competitors to know what they are up to, hence the strict NDA's

As mentioned in the webinar, this player will be announced:
1. If there is a material and commercial agreement between both parties and/or
2. This manufacturer agrees to be named.

Either this or something to do with Hikvision would be a nice sp catalyst this side of Xmas.