BRN Discussion Ongoing

[FiveBucks]

Fact is the poster is a serial downramper on the crapper. Check the history.
Fact is AKIDA was made commercial just over 3 years ago in Jan'22.
Not many would risk their brand on a never heard of, never before used product without serious testing - that is realism.
Doesn't Frontgrade and the US AFRL give you some confidence?
Although Bascom Hunter are 'risking' going all in on AKIDA - check out the Navy transition documents- they aim to be an Industry leader.
Sean Hehir has stuck his neck out saying in writing (see quarterly) that there will a significant increase in bookings this year.
Bookings = revenue
If that does not happen then there will be a problem.

It was meant to happen last year too.

Tony V stated that, if no IP deals are done before the next AGM then we have a problem.

Many holders, including myself, are sick of broken promises that never come to fruition.

 

[Jchandel]

It was meant to happen last year too.

Tony V stated Dad, if no IP deals are done before the next ATM then we have a problem.

Many holders, including myself, are sick of broken promises that never come to fruition.

Exactly my thoughts too. We need more than just words and not just another promise and no communication for another 12 months.

 

[Smoothsailing]

Nintendo, Secret sauce

 

[jrp173]

Fact is the poster is a serial downramper on the crapper. Check the history.
Fact is AKIDA was made commercial just over 3 years ago in Jan'22.
Not many would risk their brand on a never heard of, never before used product without serious testing - that is realism.
Doesn't Frontgrade and the US AFRL give you some confidence?
Although Bascom Hunter are 'risking' going all in on AKIDA - check out the Navy transition documents- they aim to be an Industry leader.
Sean Hehir has stuck his neck out saying in writing (see quarterly) that there will a significant increase in bookings this year.
Bookings = revenue
If that does not happen then there will be a problem.

Manny100, we will have to agree to disagreement on some of your points.

Since Akida was made commercial 3 years ago, where are all the "profit turning" deals or the deals with behemoths that will make us profitable over night!

But just something on bookings and revenue......I asked Tony Dawe recently, what is a booking on email and this was his reply:

Q. Can you please confirm exactly (what) is a booking?
A. Any paid or legally binding commitment to purchase goods and/or services from the company.

I also emailled Ken our CFO, who also confirmed that bonuses are paid on bookings (even before the revenue comes in), and that there is no guarantee a booking will turn into revenue! The bonus is paid AGAIN when the booking turns into revenue.

But if a booking is not converted to revenue, then the bonus for the booking has still been paid and the company will just wear it.

So a booking does not guarantee revenue, so I hope Sean is not being loose with his language again (although of course, we'd be hoping that the majority of bookings do turn to bookings.. but no guarantee).

It also means we could have bookings in a financial year with any revenue that financial year.

P.S. Ken also told me about a booking that did not turn into revenue, as it fell apart, so it does happen!

 

[7für7]

Is it a good sign this time that the price is dropping before the AGM instead of rising? Normally, there’s always an upward movement. So many questions…

 

[HopalongPetrovski]

Is it a good sign this time that the price is dropping before the AGM instead of rising? Normally, there’s always an upward movement. So many questions…

Its pretty standard Fur.
Price often rises a bit in the week or two ahead of the AGM and then falls just before the event.
Then what happens tends to be influenced by the media they do whilst in town.
With no real news driving it either way its just the usual manipulation I think.

 

[Bravo]

View attachment 83684





Published April 29, 2025

How Beken Leverages Arm to Pioneer Low-Power AI and Wireless Connectivity

Learn about low-power AI wireless connectivity and the Beken BK7259 chip's role in enhancing smart devices and IoT.

newsroom.arm.com

How Beken Leverages Arm to Pioneer Low-Power AI and Wireless Connectivity​

Beken Corp.'s BK7259 chip, featuring Arm's Ethos-U65 NPU and Cortex-M cores, transforms smart devices with low-power AI processing and seamless wireless connectivity.
By Arm Editorial Team
Artificial Intelligence (AI)Internet of Things (IoT)
Share
Reading time 6 min

Imagine a smart door lock that recognizes your face in under 200 milliseconds—securely, locally, and without draining battery life. That’s just one-fifth of a second—virtually instant to the human eye. Or AI toys that respond in real time using natural voice interactions. At the heart of these breakthroughs is Beken Corp.’s latest chip, the BK7259, a powerhouse of ultra-low power AI processing built for the edge.

A global leader in wireless connectivity and Wi-Fi microcontrollers, Beken is pushing the boundaries of what’s possible in smart devices, leveraging Arm’s Ethos-U65 NPU and Cortex-M cores.

As AI and IoT converge, Beken isn’t just adapting—it’s shaping the future of intelligent connectivity.

Beken’s AI Edge Apps Feature Low Power Consumption​

Headquartered in Shanghai, China, Beken is a leading innovator in Wi-Fi microcontrollers (MCUs) and wireless connectivity for IoT. With expertise in RF-CMOS design and digital signal processing, Beken delivers high-performance, low-power SoC solutions that drive next-generation connected devices.
Serving global leaders like Amazon, AT&T, LG, Samsung, and Sony, Beken generates over 1 billion RMB in annual revenue and holds a dominant market share in IoT Wi-Fi and China’s national ETC standard chips, shaping the future of wireless technology.
Recognizing the growing demand for AI-driven edge applications, Beken has expanded into smart devices and intelligent systems. Its latest innovation, the BK7259, integrates multiple Ethos-U65 NPU and Arm Cortex-M cores, delivering fast, efficient AI processing for edge applications.


A key differentiator of the BK7259 is its industry-leading low power consumption. Its Wi-Fi keep-alive mode draws less than 50 microamps, setting a world record for efficiency. This advancement enables battery-powered, always-connected AI devices, making edge AI more viable than ever. Beken also capitalizes on Arm’s robust AI ecosystem, utilizing CMSIS-NN and the Vela compiler to streamline AI model deployment and accelerate solution development.
As AI and IoT continue to converge, Beken remains at the forefront of innovation, enabling scalable, power-efficient AI solutions that drive the future of intelligent connectivity.

Empowering Development with Arm’s Ecosystem​

Beken’s adoption of the Ethos-U65 NPU has been pivotal, offering access to open-source algorithms and AI development tools. The broad Arm developer ecosystem provides extensive support, enabling Beken to optimize AI workloads efficiently. The growing open-source AI community further enhances development by fostering collaboration and innovation at the edge.

Optimizing AI Inference for Smart Devices and Intelligent Systems​

One critical AI function in smart devices is real-time audio processing. Tasks like echo cancellation, noise suppression, and environmental noise filtering require both accuracy and efficiency. With the Ethos-U65 and Arm’s inference library, Beken optimizes these functions for low-power, real-time execution.
Beken has also prioritized RTOS (Real-Time Operating Systems) over traditional Linux-based AI processing because of its potential for enabling efficient, low-latency applications.

Balancing Power Efficiency with High-Performance AI​

Balancing performance and power efficiency is one of AI’s biggest challenges—especially at the edge. Beken has tackled this head-on by focusing on low-power, high-performance solutions like the BK7259.
Built on a dual-domain AI architecture, the BK7259 combines the efficient M52 core for lightweight tasks and the high-performance M55+U65 for more demanding AI workloads. Unlike typical market configurations, this setup includes the advanced U65 NPU, delivering robust processing power for complex neural networks.
This architecture allows for flexible workload allocation—for example, routing low-power audio tasks to the M52 and running video analytics on the M55+U65—while enabling hierarchical wake-up strategies to reduce both idle and active power consumption. The result: a solution that meets the strict performance and energy demands of modern edge AI.
By integrating low-power Wi-Fi transceivers with AI compute, the BK7259 ensures real-time AI execution with minimal energy impact, making it an ideal platform for next-generation edge intelligence.

Leveraging Wireless Expertise for Smarter Devices​

Beken’s expertise in Wi-Fi connectivity has played a critical role in its expansion into robotics. The company has developed Wi-Fi 4 to Wi-Fi 6E solutions that provide reliable connectivity while maintaining low power consumption.
For IoT applications, stable wireless connectivity is essential for real-time data transmission and processing. Beken optimizes system-level operations to ensure reliable AI-driven decision-making while minimizing energy consumption.

Robust Security Architecture​

The Beken system achieves PSA Certified Level 2 by implementing a multi-layered security strategy built on Arm TrustZone technology. This creates a hardware-isolated secure processing environment, further strengthened by dedicated components such as a Crypto Accelerator for efficient encryption and PUF OTP for generating unique device keys and secure storage.
To ensure a standardized and robust security foundation, we use Trusted Firmware-M (TF-M), Arm’s open-source secure OS implementation. Together, these integrated hardware and software features enable our platform to meet the rigorous requirements of PSA Certified Level 2.

Balancing Edge Processing and Cloud Connectivity for AI Applications​

Beken’s shift from IoT chip design to AI-driven smart devices presented several technical challenges, including hardware-software integration, low power consumption, and seamless cloud connectivity. AI applications require a balance between edge processing and cloud resources, ensuring reliability and minimal latency.
For example, smart locks with AI-powered facial recognition need real-time local processing rather than relying on cloud servers. The BK7259’s integration of the Ethos-U65 NPU enables fast, energy-efficient authentication, providing high-speed recognition without compromising security.

Real-World AI Applications Powered by Beken​

Beken’s chips power a range of AI-driven applications, showcasing the fusion of AI, wireless connectivity, and power efficiency in next-generation smart devices.

• AI Toys – Interactive smart toys, from interactive robots to talking action figures, combine cloud and edge AI to deliver rich, multimodal experiences blending voice recognition with visual understanding. These toys can “think” on their own—processing voice interaction on the device side with ultra-low latency, making toys truly “understand and speak”.
• Smart Door Locks – Advanced facial recognition enables local authentication in under 200 milliseconds. Powered by the Ethos-U65 NPU for fast face detection and a dedicated ISP for clear imaging in low-light conditions, the system also features an H.264 codec for efficient video compression, plus a 2.5D GPU and DPU for high-quality graphical displays. Together, these components ensure smooth video streaming and responsive user interaction.

These use cases demonstrate how Beken’s technology brings intelligent, efficient performance to everyday AI applications.

The Future of AI and IoT​

Beken envisions a future where smart devices transition from basic remote-control functions to intelligent, autonomous interactions. AI will play a greater role in automating decision-making, reducing user intervention, and enhancing smart home experiences.
To achieve this, Beken is developing a comprehensive range of Wi-Fi microcontrollers, from simple control units to AI-intensive processing cores. These solutions will drive seamless AI integration in home automation, predictive maintenance, and next-generation smart appliances.

Driving AI Innovation in Partnership with Arm​

Beken’s partnership with Arm has been instrumental in its AI evolution. Arm’s power-efficient CPU and NPU architectures, coupled with its extensive AI software ecosystem, have provided a strong foundation for edge AI innovation.
One key advantage is Arm’s investment in RTOS for edge AI applications, which aligns with Beken’s long-term vision. As AI at the edge continues to advance, Arm’s ongoing innovation in power-efficient AI computing will further enhance Beken’s capabilities and accelerate industry-wide adoption.

Advancing Edge AI with Power-Efficient Computing​

Beken’s journey from wireless connectivity to AI-driven applications highlights the importance of power-efficient, high-performance computing. By leveraging Arm’s ecosystem, optimized semiconductor IP, and advanced AI processing, Beken is pushing the boundaries of what’s possible in smart devices and IoT.
As edge AI adoption continues to grow, Beken remains committed to developing AI-powered solutions that balance energy efficiency, performance, and intelligent automation—ushering in the next era of smart connectivity and AI innovation.

Having given more thought to the recently announced Arm–Beken partnership, I believe there are several implications worth considering for BrainChip.

Firstly, Arm’s decision to partner with Beken on ultra-low power edge AI suggests that, for now, Arm is prioritizing conventional AI architectures-such as Cortex-M and Ethos microNPUs - over neuromorphic approaches like Akida. If Arm believes it can meet its low-power goals through its existing IP and Beken, it may see less urgency to license or invest in external neuromorphic solutions in the near term.

This could indicate that Arm does not yet view neuromorphic computing as commercially mature or strategically necessary, which in turn would reduce the likelihood of Arm becoming a cornerstone investor in BrainChip - something that had been speculated or hoped for in the past.

That said, the fact that Beken is a Chinese company may introduce limitations for deeper collaboration with Arm, particularly given ongoing US - China tech tensions and export controls. If so, BrainChip might offer Arm a more secure and geopolitically stable pathway to future IP development, especially in sensitive industries like defense, healthcare, and industrial automation.

Then again, Arm might choose to hedge its bets. While Beken focuses on traditional digital MCUs, BrainChip’s Akida architecture provides event-driven compute, sparsity exploitation, and on-chip learning which Beken's technology doesn't offer.

Given all of these considerations, it may be worth raising this partnership and its implications at the AGM to clarify BrainChip’s position and to understand how the Board views evolving opportunities with Arm.

 

[manny100]

THanks,

Manny100, we will have to agree to disagreement on some of your points.

Since Akida was made commercial 3 years ago, where are all the "profit turning" deals or the deals with behemoths that will make us profitable over night!

But just something on bookings and revenue......I asked Tony Dawe recently, what is a booking on email and this was his reply:

Q. Can you please confirm exactly (what) is a booking?
A. Any paid or legally binding commitment to purchase goods and/or services from the company.

I also emailled Ken our CFO, who also confirmed that bonuses are paid on bookings (even before the revenue comes in), and that there is no guarantee a booking will turn into revenue! The bonus is paid AGAIN when the booking turns into revenue.

But if a booking is not converted to revenue, then the bonus for the booking has still been paid and the company will just wear it.

So a booking does not guarantee revenue, so I hope Sean is not being loose with his language again (although of course, we'd be hoping that the majority of bookings do turn to bookings.. but no guarantee).

It also means we could have bookings in a financial year with any revenue that financial year.

P.S. Ken also told me about a booking that did not turn into revenue, as it fell apart, so it does happen!

Thanks, I guess some nervous clients would reneg even if it was legally binding on the basis its not worth BRN taking to court

 

[Iseki]

Having given more thought to the recently announced Arm–Beken partnership, I believe there are several implications worth considering for BrainChip.

Firstly, Arm’s decision to partner with Beken on ultra-low power edge AI suggests that, for now, Arm is prioritizing conventional AI architectures-such as Cortex-M and Ethos microNPUs - over neuromorphic approaches like Akida. If Arm believes it can meet its low-power goals through its existing IP and Beken, it may see less urgency to license or invest in external neuromorphic solutions in the near term.

This could indicate that Arm does not yet view neuromorphic computing as commercially mature or strategically necessary, which in turn would reduce the likelihood of Arm becoming a cornerstone investor in BrainChip - something that had been speculated or hoped for in the past.

That said, the fact that Beken is a Chinese company may introduce limitations for deeper collaboration with Arm, particularly given ongoing US - China tech tensions and export controls. If so, BrainChip might offer Arm a more secure and geopolitically stable pathway to future IP development, especially in sensitive industries like defense, healthcare, and industrial automation.

Then again, Arm might choose to hedge its bets. While Beken focuses on traditional digital MCUs, BrainChip’s Akida architecture provides event-driven compute, sparsity exploitation, and on-chip learning which Beken's technology doesn't offer.

Given all of these considerations, it may be worth raising this partnership and its implications at the AGM to clarify BrainChip’s position and to understand how the Board views evolving opportunities with Arm.

Beken also make Risc-v chips, which wouldn't use the Ethos IP, but could use a risc-v accelerator.

I think most of our hopes lie with Frontgrade and risc-v. If Frontgrade can make their GRAIN chip fly, then others, like Beken should/might follow.

 

[7für7]

Its pretty standard Fur.
Price often rises a bit in the week or two ahead of the AGM and then falls just before the event.
Then what happens tends to be influenced by the media they do whilst in town.
With no real news driving it either way its just the usual manipulation I think.

Ahh yes… the good old manipulators… how could i forgot about them

 

[jrp173]

Is it a good sign this time that the price is dropping before the AGM instead of rising? Normally, there’s always an upward movement. So many questions…

When is a drop in share price ever a good thing?

 

[Rach2512]

When is a drop in share price ever a good thing?

When you have some funds to buy more.

 

[jrp173]

When you have some funds to buy more.

The question was when was, is it good that the share price is going down before the AGM.....

IMO, I'd prefer to see the share price moving upwards before the AGM, as that would show investors have faith in BRN and might even believe that some good news is going to land before or soon after the AGM.

I think it's a bad thing.. it indicates to me that people aren't expecting much from the AGM..

 

[Guzzi62]

The question was when was, is it good that the share price is going down before the AGM.....

IMO, I'd prefer to see the share price moving upwards before the AGM, as that would show investors have faith in BRN and might even believe that some good news is going to land before or soon after the AGM.

I think it's a bad thing.. it indicates to me that people aren't expecting much from the AGM..

Bla-bla-bla, you are by far the most negative poster on here and even promoting your downramper friends from the HC.

You go and on, I am glad I am not around such a negative person in my own life, miserable persons are always like that, they only see the negative and not the positive things in everything!

Hopefully, after tomorrow, you will shut up?

I really hope we will keep our clever CEO and the competent BoD, but I will wait with my final judgment until the AGM is done and dusted which you should have done as well, but you have just ramped up your negative posts likely in the hope you can sway people to vote no on the CEO and some board members. Sorry dude, no luck in my case.

StockHound81?

 

[jrp173]

Bla-bla-bla, you are by far the most negative poster on here and even promoting your downramper friends from the HC.

You go and on, I am glad I am not around such a negative person in my own life, miserable persons are always like that, they only see the negative and not the positive things in everything!

Hopefully, after tomorrow, you will shut up?

I really hope we will keep our clever CEO and the competent BoD, but I will wait with my final judgment until the AGM is done and dusted which you should have done as well, but you have just ramped up your negative posts likely in the hope you can sway people to vote no on the CEO and some board members. Sorry dude, no luck in my case.

StockHound81?

Mate it's ridiculous that you are so triggered because I have a different view from you.

If you can't understand that I have been invested for 10 long years and want this to be successful, but that I won't stand by and close my eyes to the lack of sales, and disgraceful remuneration that the board reward themselves with, then that's your problem.

Unfortunately posters that just continue to see nothing but positivity are actually enabling the behaviour that we are seeing from the BrainChip board.

You come across as very childish. Get over it.

And no I'm not StockHound81, but I agree with a lot of what he posts!

Why don't you take some of your own medicine!

 

[Rach2512]

The question was when was, is it good that the share price is going down before the AGM.....

IMO, I'd prefer to see the share price moving upwards before the AGM, as that would show investors have faith in BRN and might even believe that some good news is going to land before or soon after the AGM.

I think it's a bad thing.. it indicates to me that people aren't expecting much from the AGM..

In fact keep doing what you're doing, I'll be able to buy way more shares than I thought, keep up the great work!

 

[Pom down under]

When you have some funds to buy more.

I did the other day and I should have known and should have waited

 

[HopalongPetrovski]

In case anyone is interested....

The Bell Potter Semiconductor Conference 2025 that is being held in Sydney on Wednesday 7 May 2025 will not be recorded.

So, unless you were planning on attending physically, you'll have to watch it live on the day.

I have other commitments and contacted them about viewing at a later date and just received this news.

 

[Guzzi62]

Mate it's ridiculous that you are so triggered because I have a different view from you.

If you can't understand that I have been invested for 10 long years and want this to be successful, but that I won't stand by and close my eyes to the lack of sales, and disgraceful remuneration that the board reward themselves with, then that's your problem.

Unfortunately posters that just continue to see nothing but positivity are actually enabling the behaviour that we are seeing from the BrainChip board.

You come across as very childish. Get over it.

And no I'm not StockHound81, but I agree with a lot of what he posts!

Why don't you take some of your own medicine!

View attachment 83749

Off-course, but you just keep ranting on and on, there is a difference!

As I said countless times, why can't you downrampers wait until after the AGM? Let them speak first, but no, you just bla-bla-bla and want them gone NOW!

It's you that comes out childish by having no patience like a little kid!

You don't understand how much it takes to shift AI technology to the edge but want it done yesterday!

This sub forum on HC taught me a lot and made me much more positive: Understanding the Technology adoption cycle! One poster, Obseverr is extremely knowledgeable and clearly knows the industry in depth.

Looking at it, I see positive signs, space and military have started using our technology, which actually is very positive because they are typically early adopters.

I think we will get there this year and the next one.

Yes I know that have been said for the last couple of years, but technology shift towards edge AI have slowly started now IMO, but I will say, if they can't sell IPs over the next year, Sean has failed, so I will listen to them carefully tomorrow and take it from there.

 

[Guzzi62]

Not my post but Obseverr on HC 15/04/25

Understanding the Technology adoption cycle:

It's a very relevant question, and sure some holders are experiencing the classic contradiction of world-changing tech, yet no substance. And may be even questioning why despite the validations, partnerships, and benchmark studies, neuromorphic computing still feels like it’s not on the radar?

The high-level paper shared by MarketingMan did spell out the tech lifecycle, and it's true to some effect. Though there is some further reality.

First, because BRN is a deep tech play i.e. it's not an AI hype cycle stock (yet). Additionally, neuromorphic computing is not a by-product of traditional AI. It's a complete and fundamental rethinking of AI at the egde. For example, the market including the traditional media are focused on Gen AI, scaling of GPUs (Nvidia's case), and other things like cloud based inference etc. All of these are just an incremental evolution of AI that is known as of today. Now, when this is compared with what BRN brings with neuromorphic computing, then it is contrasted by focus on event-based, low power, edge native and, brain inspired computing. So, as you can observe, this does not fit into the current AI narrative or its infrastructure. Though, this may seem like a negative, but actually it is favourable because the AI market will need to pivot (and very fast) when it hits its ceiling, which is right in front.

Second, if you notice, the heavyweights have not come out with this technology publicly in the 'mainstream media' yet, though it is very much active in the background. However, if and when Nvidia, Intel or IBM (or even others) start to openly commercialise their own neuromorphic chips, that is when the market will be flipped on its back. Tis' the reason BRN is gearing up for the US of A, to enter the market at a precise time, and it's coming fast. You should 'only' be worried, if BRN gets this timing wrong and they are not in that market when the narrative suddenly changes, and that the heavyweights go public.

Third, from a revenue perspective, one has to understand that Akida as a product (all versions to date) has been validated by big names in the industry, however, this is where it comes back to the paper because, it's early days of tech adoption. Meaning, early adopters are still testing, refining and developing their products. Post this is when volume licensing and OEM integration will fall into their respective place on the lifecycle.

Realistically, you're only looking at 12-24 months wait (the AI ceiling is that close!). To put this into perspective, it took quite long for LiDAR companies to start making revenue, and it was not until they were integrated as a product.

Anyways, I'll leave all with this - the smart money starts to accumulate when tech or products are being validated, tested or built, not when the market sees their release, or when suddenly the narrative changes in the mainstream news i.e. the start of a new hype cycle.