BRN Discussion Ongoing

[stuart888]

I tried to make the point on the weekend that Brainchip's house has many rooms prepared and in one of those already occupied rooms is Renesas. In another is ARM. (Important to remember as you read the article below.) Renesas is one of those unromantic companies that most Australians and even Americans would not recognise by name even though they have a huge reach around the world and are the world wide number one supplier of MCU's. As part of my effort to evangelise to all new shareholders and even the not so new that Brainchip a bit like Renesas has according to the author of the following document quietly and effectively been building a world class ecosystem of partners and customers just as Renesas has over many decades. Take the time to read the following you will be impressed with Brainchips involvement with Renesas:

CLOUD

Renesas Rising Beyond Automotive Into IoT And Infrastructure​

Patrick Moorhead
Senior Contributor
I write about disruptive companies, technologies and usage models.
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Feb 25, 2022,02:20pm EST

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In the world of tech, success takes many forms. Some "it" companies blow up overnight. A lucky few of them manage to parlay the hype into long-term success, eventually finding their sea legs. I've got a particular appreciation for the slower-burn companies, the unsung heroes who toil behind the scenes, amassing impressive portfolios of IP over the years that you've probably used before without realizing.

One such company, in my mind, is Renesas Electronics Corporation, headquartered in Tokyo. Founded in 2002 (with operations beginning in 2010). Renesas is the #1 MCU supplier in the world and well known for its automotive capabilities over many decades.


Now, under Representative Director, President and CEO Shibata-san’s leadership, under the mission of “Making People’s Lives easier,” he has expanded scope into the IoT, industrial and infrastructure markets. I think the unsung piece of the Renesas story is the IIBU (IoT and Infrastructure Business Unit). When you combine next-generation cars to the booming industrial IoT space to smart cities and infrastructure, intelligent endpoints have never been a hotter commodity than the present moment. And quite the investment opportunity.

I’d like to spend some time talking about the IIBU.

Technology trends driving growth opportunities

Last month I listened in on a talk delivered by Sailesh Chittipeddi, Executive VP and GM of Renesas' IoT and Infrastructure Business Unit, concerning the company's growth in IIoT. Chittipeddi led off by citing a few notable trends aiding growth: migration to the smart factory, a growing emphasis on sustainability, a shift from ASICs towards more standard products and the popularization of brushless DC motors.

IIOT and Industrial Growth A Snapshot 2020 - 2021
RENESAS
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Above, you can see Renesas's projected growth in IoT (30% CAGR), Infrastructure (18% CAGR) and Industrial (15% CAGR) segments for the 2020-2021 period. Chittipeddi warned against attributing Renesas's IoT and Industrial growth to a "rising tides raise all ships" scenario. He pointed out that Renesas doesn't operate as a broad-based point product provider, unlike some competitors. Instead, Renesas targets several specific market areas with its industrial automation and motor control offerings.

In the realm of infrastructure, Renesas's growth is coming predominately from datacenter-focused infrastructure power, timing and memory interfaces. In IoT, the company's core microcontroller business is doing the heavy lifting. In the industrial sector, the ASIC and MPU businesses are driving growth. Overall, Renesas's Industrial Automation segment grew approximately 20% from 2020 to 2021, while its Motor Control segment grew by 30% over the same period. As this growth likely connects to the broader digital transformation and modernization trend across industries, I don't expect to see it slow down any time soon. The widespread adoption of 5G, Wi-Fi 6 and 6e connectivity standards should only accelerate these trends further.


Growth and profit in the industrial sector
Looking at the financials for Renesas's industrial segment since 2019 (see slide below), we can see several positive trends worth noting. Revenue in the industrial segment has grown at a 23% CAGR, gross profits have grown at a 31% CAGR and the segment's operating income has shot through the roof at a CAGR of 62%.

IIOT and Industrial Financial Trends At a Glance
RENESAS
Renesas already has an impressive global customer base in industrial automation. This includes companies such as Rockwell Automation and Emerson in the Americas, Siemens, Hilscher and Schneider Electric in Europe, Inovance and Delta in the Asia-Pacific region and heavy hitters Mitsubishi Electric, Fanuc and Yaskawa in Japan.
With these and many other customers under its belt, Renesas touts itself as a leading semiconductor supplier for "Industry 4.0." In this vision for the future, highly integrated smart factories dominate the industrial landscape, promising to significantly enhance productivity, efficiency, and safety by implementing advanced automation, control, monitoring, and analysis capabilities.

Industrial Automation Pyramid
RENESAS
Industrial automation
Renesas illustrates its place in the world of industrial automation with a helpful pyramid graphic (see above). At the bottom, the Access Layer consists of the various technology that operates on the factory floor. Here, intelligent sensors and actuators connected through a local field network gather data and send it up the stack for control, monitoring and analysis. The second layer, the Control Layer, includes the system or industrial network and its processes—namely, automation, monitoring and control. Lastly, the Analysis Layer at the top of the pyramid is where most computing and data analysis occurs. Current technological limitations relegate most of this work to the cloud.
As you can see, Renesas's portfolio of digital, analog, timing and standard products are well-represented in the industrial automation pyramid. Renesas offers MPUs, MCUs, PMICs, ASICs, and timing solutions for the Control Layer. In the Access Layer, Renesas provides Smart SSCs, MCUs and sensors for air quality, humidity, position and flow, and interface solutions such as ASICs with IO-link and ASi.
The company's comprehensive portfolio, in my opinion, makes it uniquely positioned to deliver the levels of integration necessary to make "Industry 4.0" a reality. The company's preexisting relationships with big-name customers should also help with integration. Lastly, it's worth mentioning several recent Renesas acquisitions that have augmented the company's value proposition even further.
Dialog Semiconductor, purchased last August, gave Renesas crucial battery management capabilities, Bluetooth low-energy, Wi-Fi, Flash memory and Configurable mixed-signal custom integrated circuits (ICs). This technology, according to Renesas, should help it improve the power efficiency, charge times, performance and productivity of its offerings.
Last October, Renesas also bought Celeno, a company specializing in connectivity solutions. Celeno's Wi-Fi 6 and 6e technology promises to benefit Renesas's industrial automation portfolio by providing higher network capacity, improved signal reliability, lower latency and the ability to mitigate crowded networks.

Our Som Growth
RENESAS
I believe all of this translates to a compelling growth story. In the figure above, you can see that Renesas anticipates its SOM (serviceable obtainable market) in industrial automation will outpace the growth of the segment's overall SAM (serviceable addressable market). In other words, not only is the market for industrial automation growing at an impressive rate (11% CAGR), but Renesas's market share is simultaneously growing within it and growing more quickly at that. Whereas Renesas claimed 8% of the overall industrial automation market in 2020, it projects it will secure 9% by 2025.
Motor control
This brings us to motor controls, Renesas's second area of focus in IoT and IIoT. Typically, a motor system consists of gears, a motor and an encoder. Of the different motor types, some examples include BLDC motors (for air conditioners, refrigerators), AC servo motors (which we typically see in industrial automation environments), fan motors (for PCs, servers) and stepping motors (utilized in printers and cameras). As mentioned briefly earlier, the movement away from AC motors towards BLDCs is a trend Renesas is gainfully riding.
Renesas's preexisting customer base is also an advantage in the motor control area. It has years of engineering know-how and customer relationships with makers of power tools, electric motors and machine tools. Its motor control base includes American household brands such as Whirlpool, GE Appliances and Emerson Electric (acquired by Nidec in Japan), European companies such as Miele, Grundfos and Bosch, APAC companies like Delta, Haier (parent company to GE Appliances) and Midea, and Japanese stalwarts Daikin, Hitachi and Mitsubishi Electric. According to Chittibeddi, these key customers form "a strong base" that is the primary driver behind Renesas's innovation engine.

MCU No. 1 Share and Strength For Motor Control
RENESAS
Renesas's market leadership in motor control has historically come from its strength in MCUs, or microcontrollers, that feature Renesas's proprietary cores. However, over the last several years, Renesas launched its RA family of MCUs, which instead leverage 32-bit Arm cores. The rollout of the RA family, starting with the RA2 in 2018, has been aggressive and impressive in equal measure. Though its leading competitor in the Arm ecosystem had a lengthy head start, having launched its first Arm-based MCU in 2010, Renesas has now effectively closed the gap from both a hardware and a software standpoint. As of 2020, Renesas now has Arm-based MCUs that cover the whole range of motor control applications, from the low end (small household and kitchen appliances) to mid-range (large household appliances) to the high end (robotics and other highly advanced applications). With its upcoming RA8 MCUs, Renesas predicts it will finally overtake the competition with the most advanced Arm core on the MCU market.

MCU Product For Motor Control Applications
RENESAS
Wrapping up
Renesas has a busy 2022 on tap and I look forward to following the company more closely than I have in the past. As it currently stands, we'll be hearing more from Renesas at the Embedded World conference in Nuremberg, Germany, in June, the not-to-miss Arm Developer Summit in the Bay Area in October and the Electronica conference in Munich, Germany, in November. At these events, I'll be watching to see if the company's gains in industrial automation and motor control live up to current projections and how Renesas plans to keep the momentum going through 2022 and beyond.
Next week, I will be listening into the company’s investor call to get the latest and greatest.

MY OPINION ONLY DO DYOR
FF

AKIDA BALLISTA

Wow, Seems like once again, it all starts with the Sensor Smarts! The Brainchip Bread and Butter.

 

[Stable Genius]

This is interesting, released overnight.

It looks as though it might be some software just released which could compliment Brainchip. It’s liked by LDN.

The video has the image below included.

SiMa. ai MLSoC™ Platform | SiMa.ai

The MLSoC is here! Check out how SiMa.ai’s purpose-built software centric platform that addresses your pain points, enabling #EffortlessML deployment and scaling at the embedded edge for applications in Smart Vision, Robotics & Industry 4.0, Drones, Autonomous Vehicles, Healthcare, and the...

www.linkedin.com

I’ll be interested in what the technical experts think?

Cheers

 

[Fact Finder]

I don’t want to be judged by my toaster or vacuum cleaner.

My view on machine justice.
FF

AKIDA BALLISTA

The problem with machine justice is it will be a very, very long time before we can program nuance into a machine.

From our very beginning we have an innate desire to survive which manifests itself in very young children lying as their first response when confronted by a parent over an event which the child perceives the parent to be upset about.

This response continues into adulthood and if we are honest with ourselves we all tell lies even when we have a reasonable explanation.

This telling of lies is more likely in situations of stress such as being confronted by the Police with an allegation.

I cannot now recall how many clients I appeared for who in their panicked fearful state initially told the Police a lie when the truth would have provided a complete defense.

Perhaps the funniest was a young male client charged with a number of offences. I was acting for his catastrophically injured sister and had called in to get some documents signed. She asked me if I would act for her brother who was sitting with her. I said yes and after some initial instructions I asked him what he had told the police.

He told me and I said is that what happened and he said no.

I said well tell me what happened then and he said do you want the truth and I said yes. So he told me the truth and I asked him a couple of questions which highlighted the problems with this version.

He then said so you want the real truth and I said yes and again some more questions from me highlighted again the problems with the real truth.

As he fumbled around from the kitchen came the booming voice of his mother and I quote “Your not smart enough to fool him now tell him the F—king truth.”

He then told me the F truth which was in fact the truth as you and I would know it and armed with the truth we went to court and had the charges dismissed.

If you count it up there were four lots of truth one more than the boy who cried wolf. I doubt that machine justice would have achieved justice faced with this human and his personality and emotional weakness.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Bravo]

@Bravo good point. They also said the light weight MB.OS will be in the E-class models meaning ICE and Electric.

What's interesting, is they describe the EQE as having "Advanced voice control" but the EQS as having "the latest iteration of voice control". The EQE will have the light weight version of MB.OS but the EQS initially won't.

It sounds like Akida can run on the light weight MB.OS. What was in the EQXX?? I went back into the original detailed article MB posted about the EQXX on their website and it doesn't mention what operating system they were using.

I did spot this however. Hindsight is a beautiful thing:

This car is one outcome of an ongoing programme that is delivering a blueprint for the future of automotive engineering. Many of its features and developments are already being integrated into production, including the next generation of the MMA – the Mercedes-Benz Modular Architecture for compact and medium-sized cars.

Hi @Proga , I thought Akida would be incorporated with the NVIDIA DRIVE platform in which case I imagine it would be in both the EQE and EQS.

EV Technology Goes into Hyperdrive with Mercedes-Benz EQS

The focal point of the revolutionary Mercedes-Benz EQS is the MBUX Hyperscreen, a truly intuitive AI cockpit powered by NVIDIA.

blogs.nvidia.com

 

[cosors]

The problem with machine justice is it will be a very, very long time before we can program nuance into a machine.

From our very beginning we have an innate desire to survive which manifests itself in very young children lying as their first response when confronted by a parent over an event which the child perceives the parent to be upset about.

This response continues into adulthood and if we are honest with ourselves we all tell lies even when we have a reasonable explanation.

This telling of lies is more likely in situations of stress such as being confronted by the Police with an allegation.

I cannot now recall how many clients I appeared for who in their panicked fearful state initially told the Police a lie when the truth would have provided a complete defense.

Perhaps the funniest was a young male client charged with a number of offences. I was acting for his catastrophically injured sister and had called in to get some documents signed. She asked me if I would act for her brother who was sitting with her. I said yes and after some initial instructions I asked him what he had told the police.

He told me and I said is that what happened and he said no.

I said well tell me what happened then and he said do you want the truth and I said yes. So he told me the truth and I asked him a couple of questions which highlighted the problems with this version.

He then said so you want the real truth and I said yes and again some more questions from me highlighted again the problems with the real truth.

As he fumbled around from the kitchen came the booming voice of his mother and I quote “Your not smart enough to fool him now tell him the F—king truth.”

He then told me the F truth which was in fact the truth as you and I would know it and armed with the truth we went to court and had the charges dismissed.

If you count it up there were four lots of truth one more than the boy who cried wolf. I doubt that machine justice would have achieved justice faced with this human and his personality and emotional weakness.

My opinion only DYOR
FF

AKIDA BALLISTA

I find it interesting that lying has to be learned. The mixing of truth and fantasy happens for most people around the age of three. But that's probably not the point here. For me the picture that emerges is that of a lying machine. A form of technical intelligence that for me comes very close to the play instinct for learning out of boredom for a robot. Interesting food for thought, even if that is probably not what is meant. But I'm also a bit distracted because of my graphite corner and good news.

 

[TechGirl]

Hey Team,

Not sure if any relevance but found this article interesting, I seem to remember someone saying that we might be used on the edge of a data centre for cyber security?

https://www.fierceelectronics.com/electronics/nvidia-dell-vmware-look-offload-cpu-traffic-busy-ai-environments

Below quote from article.

“With a next generation firewall, we are moving to a distributed model,” Deierling said, adding, “No longer are we really confined to the way that previously data centers were built. Now, you have an edge router or firewall sitting at the perimeter of the data center, and all the traffic inside of the data center to be trusted.”

Nvidia, Dell, VMware look to offload CPU traffic in busy AI environments​

By Dan O'Shea

Aug 30, 2022

08:00am

NVIDIADellVMwareartificial intelligence (AI)

Combined solution includes Nvidia BlueField -2 DPUs (pictured), GPUs and AI Enterprise software running on Dell PowerEdge servers and optimized for vSphere 8. (Nvidia) Nvidia and Dell unveiled an integrated solution at VMware Explore 2022 this week that matches Nvidia BlueField-2 DPUs, GPUs and AI Enterprise software with Dell PowerEdge servers, and is optimized for VMware vSphere 8 enterprise workload platform that also was unveiled at the event.


The combined solution, now available through the Nvidia LaunchPad hands-on lab environment, delivers advanced AI training, AI inference, data processing, data science and zero-trust security capabilities for enterprises that are rapidly expanding their AI use cases and comfort zones. As they continue to do so, they will need to find ways to offload AI applications from overloaded CPUs, and that is what the DPU/GPU/AI software packages running on Dell servers can provide, according to Kevin Deierling, Senior Vice President of Networking at Nvidia.


“If you look at the challenges with today's data centers, you see that with modern applications with massive processing that data is consuming CPU cycles,” he said.

“The increased demand for distributed apps is the other thing that's happened,” he said, explaining that applications have evolved from monolithic, centralized models to virtualized, containerized and distributed applications that have caused an explosion in “East-West” traffic cross-crossing networks. That in turn has led to a need for more distributed security

“With a next generation firewall, we are moving to a distributed model,” Deierling said, adding, “No longer are we really confined to the way that previously data centers were built. Now, you have an edge router or firewall sitting at the perimeter of the data center, and all the traffic inside of the data center to be trusted.”

So, the full extent of what Nvidia, Dell and VMware are trying to enable is an environment where vSphere 8 offloads, accelerates, isolates and better secures data center infrastructure services onto the BlueField DPU, freeing up CPU cycles.

“Distributed modern applications with AI/ML and analytics are driving the transformation of data center architecture by leveraging accelerators and providing better security as part of the mainstream application infrastructure,” said Krish Prasad, senior vice president and general manager of the Cloud Platform Business Unit at VMware. “Dell PowerEdge servers built on the latest VMware vSphere 8 innovations, and accelerated by Nvidia BlueField DPUs, provide next-generation performance and efficiency for mission-critical enterprise cloud applications while better protecting enterprises from lateral threats across multi-cloud environments.”

Nvidia also said that an upcoming release of its AI Enterprise will bring support for new capabilities introduced in VMware vSphere 8, including the ability to support larger multi-GPU workloads, optimize resources and easily manage the GPU lifecycle.

Beyond the LaunchPad availability, Dell servers with vSphere 8 on Nvidia BlueField-2 DPU will be available later in the year.

 

[cosors]

The first rain in many weeks or months I don't know. Today is really a holiday!

 

[Fact Finder]

The first rain in many weeks or months I don't know. Today is really a holiday!

Hi @cosors

When your European drought has lasted ten years tell Australians about it. A drought that does not last ten years in Australia is just a reason to go to the beach.

Regards
FF

AKIDA BALLISTA

 

[Diogenese]

A link from nViso about driver monitoring systems:



https://www.manilatimes.net/2022/08/07/business/sunday-business-it/dms-a-boon-for-carmakers/1853625

 

[cosors]

Hi @cosors

When your European drought has lasted ten years tell Australians about it. A drought that does not last ten years in Australia is just a reason to go to the beach.

Regards
FF

AKIDA BALLISTA

Bam!

 

[Slade]

The news that Mikhail Sergeyevich Gorbachev died today hasn’t really registered with me. I’m still getting over the shock of finding out that he didn’t die decades ago.

 

[Diogenese]

Seems to be an ogre-free zone, FF!


If you don't have dreams, you can't have dreams come true!

The ogre is in permanent retirement:
https://www.bing.com/images/search?view=detailV2&ccid=PH8tgYyn&id=F7C66CA988252C941469B4BED9A8B586A1BAD78E&thid=OIP.PH8tgYynL3Ji4dhYdaRe3QAAAA&mediaurl=https://media1.tenor.com/images/3c7f2d818ca72f7262e1d85875a45edd/tenor.gif?itemid=14370128&exph=258&expw=414&q=caveman+kicking+dinosaur&simid=608001158619074995&FORM=IRPRST&ck=58DD5067A0F12D8CE6C2BCF3516F43CB&selectedIndex=0&idpp=overlayview&ajaxhist=0&ajaxserp=0


[originally posted by another contributor - apologies for memory lapse]

 

[Fact Finder]

A link from nViso about driver monitoring systems:



https://www.manilatimes.net/2022/08/07/business/sunday-business-it/dms-a-boon-for-carmakers/1853625

Oh my goodness did you read we will be able to send selfies even while driving where can I get one.
How have we managed without this feature.

It is like a huge weight has been placed on the collective IQ of all humanity in an effort to drive it down and ensure the ascendancy of machines.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[cosors]

The news that Mikhail Sergeyevich Gorbachev died today hasn’t really registered with me. I’m still getting over the shock of finding out that he didn’t die decades ago.

Difficult past. But without him Germany would not have been reunified. I think.

 

[Sirod69]

for us in Germany it was really great 1989, when the Berlin wall falls, I really hope this forum will not begin to be a political one, ok
In Germany we have to much of problems, because we´d hat to much trust.........

 

[cosors]

I have already deleted my provocative political post

 

[equanimous]

The problem with machine justice is it will be a very, very long time before we can program nuance into a machine.

From our very beginning we have an innate desire to survive which manifests itself in very young children lying as their first response when confronted by a parent over an event which the child perceives the parent to be upset about.

This response continues into adulthood and if we are honest with ourselves we all tell lies even when we have a reasonable explanation.

This telling of lies is more likely in situations of stress such as being confronted by the Police with an allegation.

I cannot now recall how many clients I appeared for who in their panicked fearful state initially told the Police a lie when the truth would have provided a complete defense.

Perhaps the funniest was a young male client charged with a number of offences. I was acting for his catastrophically injured sister and had called in to get some documents signed. She asked me if I would act for her brother who was sitting with her. I said yes and after some initial instructions I asked him what he had told the police.

He told me and I said is that what happened and he said no.

I said well tell me what happened then and he said do you want the truth and I said yes. So he told me the truth and I asked him a couple of questions which highlighted the problems with this version.

He then said so you want the real truth and I said yes and again some more questions from me highlighted again the problems with the real truth.

As he fumbled around from the kitchen came the booming voice of his mother and I quote “Your not smart enough to fool him now tell him the F—king truth.”

He then told me the F truth which was in fact the truth as you and I would know it and armed with the truth we went to court and had the charges dismissed.

If you count it up there were four lots of truth one more than the boy who cried wolf. I doubt that machine justice would have achieved justice faced with this human and his personality and emotional weakness.

My opinion only DYOR
FF

AKIDA BALLISTA

the young lad couldnt handle the truth

 

[chapman89]

Not sure if this has been posted and watched-

 

[chapman89]

Not sure if this has been posted and watched-

Trying to watch it but won’t load as I’m in Fiji- Tokoriki island fyi

 

[Slade]

for us in Germany it was really great 1989, when the Berlin wall falls, I really hope this forum will not begin to be a political one, ok
In Germany we have to much of problems, because we´d hat to much trust.........

Sorry Sirod, my post wasn’t meant to be political. Me not knowing that this great historical figure was, up until yesterday, still alive is a reflection of my historical and political ignorance.