BRN Discussion Ongoing

[David holland]

Price range for Renesas MCUs in lower volumes is roughly between € 5-15 per piece, much lower in higher volumes. When the IP will be used at the lower end, as announced by Renesas, royalties per piece are possibly in the 10-20 cent range. The IP business needs large volumes for real money.
This example is meant for the simple 2 nodes licence of Renesas. When the full licence is in use, royalties in the range € 5-10 per piece might be possible. At the end it's a matter of the contracts, so this is the estimated possible range.

So in theory possibly anywhere in between 50 million to 1 billion dollars in numerous products per IP licence

 

[Perhaps]

Thanks mate you really seem to know your stuff

The IP business must be a real strange animal for some. Try a research on usual royalties paid in the semiconductor business, maybe it helps.

 

[Justchilln]

The IP business must be a real strange animal for some. Try a research on usual royalties paid in the semiconductor business, maybe it helps.

I am well aware of the companies business model…….but thanks for trying

 

[Xray1]

Hi Dio,

thanks for the reply.

It is interesting. Is there a teeny weeny tiny minute minuscule atoms chance you could be wrong about our inclusion.........?

Sorry to question, it's just i fail to see why our logo would be displayed front and centre at a renesas / moschip display that is demonstrating the rz/v2m unless we were involved in some way?

I have also posted numerous LinkedIn likes etc from brn staff on this particular renesas chipset.

I can't help but feel we are missing something.

No ..... Dio, thought he was wrong once before, but then he realised that he was mistaken .. !!! ..

 

[Xray1]

Let's face it, ...... with all this unsubstantiated dot joining going on here for some time now, is the fact that we will never truely know where Akida 2.0 (E, S, P) or Akida 3.0 etc etc will end up at or in ....... we can only go by what is released/disclosed in the financials as ststed by Sean H ...........let's face it, that no company big or small in their right mind would or will want to disclose openly to the market and their competitors that Akida is their so called " Secret Sauce ".

 

[David holland]

Let's face it, ...... with all this unsubstantiated dot joining going on here for some time now, is the fact that we will never truely know where Akida 2.0 (E, S, P) or Akida 3.0 etc etc will end up at or in ....... we can only go by what is released/disclosed in the financials as ststed by Sean H ...........let's face it, that no company big or small in their right mind would or will want to disclose openly to the market and their competitors that Akida is their so called " Secret Sauce ".

The silence can only go for so long, all the dot joining , high number of companies engaging with us ,something has to surface thru I.P Sales, we have a world class line up and a product ahead of the game, So May nxt yr when the AGM is on I hope we have at least another 2 IP Contracts and revenue thru our existing I.P contracts or the company hasn't reached milestones or expectations, Has the CEO Signed off on a IP Contract yet ?

 

[DK6161]

Let's face it, ...... with all this unsubstantiated dot joining going on here for some time now, is the fact that we will never truely know where Akida 2.0 (E, S, P) or Akida 3.0 etc etc will end up at or in ....... we can only go by what is released/disclosed in the financials as ststed by Sean H ...........let's face it, that no company big or small in their right mind would or will want to disclose openly to the market and their competitors that Akida is their so called " Secret Sauce ".

I don't get this. Some camps (including those that have been pestering people on social media) are promoting and trying to force companies to admit they are using Akida, whereas those that are using Akida are trying their hardest to keep their "secret sauce".
How's that impacting our relationship with our customers?
Also assuming everything with AI/ML/edge computing uses Akida is plain annoying and embarrassing. Just stop please.

 

[Moonshot]

I don't get this. Some camps (including those that have been pestering people on social media) are promoting and trying to force companies to admit they are using Akida, whereas those that are using Akida are trying their hardest to keep their "secret sauce".
How's that impacting our relationship with our customers?
Also assuming everything with AI/ML/edge computing uses Akida is plain annoying and embarrassing. Just stop please.

Agree, it’s not good. On the open neuromorphic discord akida spam on their linked in posts is a running joke.

 

[ndefries]

I don't get this. Some camps (including those that have been pestering people on social media) are promoting and trying to force companies to admit they are using Akida, whereas those that are using Akida are trying their hardest to keep their "secret sauce".
How's that impacting our relationship with our customers?
Also assuming everything with AI/ML/edge computing uses Akida is plain annoying and embarrassing. Just stop please.

Exactly - I'm over it so much. Chapman et al I urge you to get off linkedin with fake job titles and leave these people be. Just wait for announcements that will come. it's one thing to share dots here but it's probably a fair assumption that the pestering has caused some to dislike the company and it's not ok.

 

[Xray1]

For those that may be interested about the Brainchip & ANT61 relationship:

ANT61’s Post​

ANT61
839 followers
2w

Great to hear that Optimus spacecraft with our space robotic payload has passed an important flight qualification milestone! Looking forward to the launch early next year!

 

[Bravo]

It's very well possible that they were running some combined demonstration using the one-shot learning capability of Akida.

While they may have been inferencing with the Renesas hardware, they could have used Akida to learn new facial expressions or recognize new faces for those visiting/revisiting the booth.

BrainChip's past exhibits that show this feature are compelling when showing how their hardware can do Edge learning without retraining the model.

Hi @JDelekto,

Great point! And to add weight to that, the video that they were looking at in the booth looks very similar to the Moschip & AKIDA video from May 22 in which they demonstrate one-shot learning.

Here's a screen shot of the demo video at 2.35 mins.

Here's the shot taken at the booth showing emotion recognition (ie. surprise).

MosChip & Akida Demo​

YouTube·Moschip Technology·10 May 2022

 

[GazDix]

Geez, the flies are prevalent today.

One of the best Chrissies I remember was when we had the Nasa and Renesas announcment basically together in 2020. I wonder if we can get something this Chrismas for us very patient shareholders? No harm in dreaming.

Global liquidity cycle will turn around soon, so if there is no news before mid next year involving revenue or new potential sources of revenue, oppoortunity costs will kick in, But that is over 6 months away. This still could be a coil ready to spring very aggressively hopefully soon.

 

[Bravo]

Wow! STMicroelectronics on a big edge AI push!

Video posted a couple of days ago.

• 30 seconds

"This is AI directly at the edge on a miriad of tiny devices running innumerable applications. This is edge AI. And it's powered by a very different set of chips and software stack to what is used in the data centre today. We are litterally on the brink of this new era that will bring about a massive wave of smart devices representing a huge opportunity. In the coming years we see billions of microcontrollers and smart sensors shipping with AI functionality."

• 5.30 mins

Predicting and detecting faults in HVACs

• 17.43 mins

On-device learning?

• 22 mins

Two new products (STM32N6 & STM32) that integrate powerful neural acceleration cores that bring processing capabilities and algorithms that not so long ago were reserved for CPUs that are in the hands of selects customer now and are going into product development for launch next year.

• 23.21 mins

Real time object detection using STM32N6

 

[DingoBorat]

Hi @JDelekto,

Great point! And to add weight to that, the video that they were looking at in the booth looks very similar to the Moschip & AKIDA video from May 22 in which they demonstrate one-shot learning.

Here's a screen shot of the demo video at 2.35 mins.

View attachment 51805


Here's the shot taken at the booth showing emotion recognition (ie. surprise).


View attachment 51806

MosChip & Akida Demo​

YouTube·Moschip Technology·10 May 2022

In the first screenshot, the MosChip name logo and BrainChip name logo, are on opposite sides of the screen.

In the latest screenshot, an additional MosChip name logo is on top of the BrainChip name logo ...

I think it's a sign that the relationship is strengthening... A lot

Was going to put a gif, but they were all making me blush..

 

[IloveLamp]

Any of our german residents care to translate here please? Translate on LinkedIn not working for some reason.

Brainchip gets a mention. Tyia

https://cdn.tedo.be/tedo-ecms/19/inVISION-News-20231206.html

inVISION Newsletter 48/23 (6. | inVISION News

inVISION Newsletter 48/23 (6. Dezember 2023): 60 Jahre JAI A/S ++ 40 Jahre B&R Industrial Automation Deutschland ++ VDI e.V. Ehrenplakette an Prof. Heizmann ++ Partnerschaft Exosens and Scientific Imaging ++ Neuer VisiConsult - X-ray Systems & Solutions GmbH Partner in Italien ++ Midwest Optical...

www.linkedin.com

 

[IloveLamp]

Neuromorphic Technology is rarely mentioned today. | Chad Kennedy

Neuromorphic Technology is rarely mentioned today. Artificial Intelligence, Machine Learning, and Quantum Computing are all the rage. Just toss those words into a conversation and people outside of the technology world are hooked on every word you have to say. Those words are so prevalent I...

www.linkedin.com

 

[IloveLamp]

Valeo guy posting about neuromorphic again

How neuromorphic computing could take us to the next level | Eric Feuilleaubois (Ph.D)

How neuromorphic computing could take us to the next level

www.linkedin.com

How neuromorphic computing could take us to the next level

The place where computing and biology meet: a fascinating area of study based on creating models inspired by neuronal synapses into…

buff.ly

 

[Bravo]

Wow! STMicroelectronics on a big edge AI push!

Video posted a couple of days ago.

• 30 seconds

"This is AI directly at the edge on a miriad of tiny devices running innumerable applications. This is edge AI. And it's powered by a very different set of chips and software stack to what is used in the data centre today. We are litterally on the brink of this new era that will bring about a massive wave of smart devices representing a huge opportunity. In the coming years we see billions of microcontrollers and smart sensors shipping with AI functionality."

• 5.30 mins

Predicting and detecting faults in HVACs

• 17.43 mins

On-device learning?

• 22 mins

Two new products (STM32N6 & STM32) that integrate powerful neural acceleration cores that bring processing capabilities and algorithms that not so long ago were reserved for CPUs that are in the hands of selects customer now and are going into product development for launch next year.

• 23.21 mins

Real time object detection using STM32N6


View attachment 51813








View attachment 51807

The plot thickens...

Thanks @Sirod69

And then there's this.. And we know that AKIDA runs seamlessly with Cortex M-85, so maybe???? All pure speculation at this stage.

ST will launch its first NPU-based STM32 MCU - STM32N6_Hard Find Electronics Tech Limited

STMicroelectronics is set to release STM32N6, its first microcontroller integrated with a full neural processing unit (NPU).

www.hardfindelec.com

 

[Xray1]

For those that may be interested about the Brainchip & ANT61 relationship:

ANT61’s Post​

ANT61
839 followers
2w

Great to hear that Optimus spacecraft with our space robotic payload has passed an important flight qualification milestone! Looking forward to the launch early next year!

Further information on this matter is that :

Optimus will launch with SpaceX in March 2024

 

[Dugnal]

Any of our german residents care to translate here please? Translate on LinkedIn not working for some reason.

Brainchip gets a mention. Tyia

https://cdn.tedo.be/tedo-ecms/19/inVISION-News-20231206.html

inVISION Newsletter 48/23 (6. | inVISION News

inVISION Newsletter 48/23 (6. Dezember 2023): 60 Jahre JAI A/S ++ 40 Jahre B&R Industrial Automation Deutschland ++ VDI e.V. Ehrenplakette an Prof. Heizmann ++ Partnerschaft Exosens and Scientific Imaging ++ Neuer VisiConsult - X-ray Systems & Solutions GmbH Partner in Italien ++ Midwest Optical...

www.linkedin.com

View attachment 51809

Translation by google..

inVISION Newsletter 48/23 (December 6th
2023): 60 years of JAI A/S ++ 40 years of B&R
Industrial Automation Germany ++ VDI e.V. Plaque of honor to Prof. Heizmann ++ Partnership Exosens and Scientific Imaging ++ New VisiConsult - X-ray Systems & Solutions GmbH partner in Italy ++ Midwest Optical Systems opens new production facility ++ Video Good Morning inVISION with Beckhoff Automation ++ Renaming of the British PPMA ++ New CTO at BrainChip ++ Announcement of the MVTec Software GmbH Innovation Day 2024 ++ The complete inVISION newsletter with