BRN Discussion Ongoing

[wilzy123]

Plus we should start seeing some Renesas royalties trickling in over the next few months

Let's better define 'few months'.

Going off the recent commentary by Sailesh Chittipeddi (Renesas), we can likely expect BRN to be in a Renesas offering in approx. 6-9 months. Presumably royalties would be owed some time after that, factoring in customer adoption + time to pay Renesas + time for Renesas to pay BRN + BRN reporting on cash receipts. Could be a good year away from now in reality.

 

[Mugen74]

Let’s get into the mood of Christmas

This what you lookin for

 

[Fact Finder]

As Renesas has clearly adopted AKIDA technology it is worthwhile understanding whether Renesas’ performance is on the up or is it being dragged down by global forces. Looking at the slides from Renesas 2022 Half Yearly report shows a growing company with massive market reach:

https://www.renesas.com/document/ppt/progress-update-0

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Rskiff]

As Renesas has clearly adopted AKIDA technology it is worthwhile understanding whether Renesas’ performance is on the up or is it being dragged down by global forces. Looking at the slides from Renesas 2022 Half Yearly report shows a growing company with massive market reach:

https://www.renesas.com/document/ppt/progress-update-0

My opinion only DYOR
FF

AKIDA BALLISTA

Agree @Fact Finder and after listening to the Renenas podcast today and the mention to all the extra markets they see themselves opening up to on the edge, wow!

 

[buena suerte :-)]

This what you lookin for

Anything 'GREEN'

 

[Fact Finder]

As Renesas has clearly adopted AKIDA technology it is worthwhile understanding whether Renesas’ performance is on the up or is it being dragged down by global forces. Looking at the slides from Renesas 2022 Half Yearly report shows a growing company with massive market reach:

https://www.renesas.com/document/ppt/progress-update-0

My opinion only DYOR
FF

AKIDA BALLISTA

“The five biggest microcontroller suppliers in 2021​

Market news | June 16, 2022
By Nick Flaherty
MPUS/MCUS

---

In 2021, NXP in the Netherlands was the largest supplier of microcontrollers and slightly widened its revenue lead over second-place Microchip by $103 million. Microchip increased its sales lead over third-ranked Renesas by about $40 million last year, according new estimates by IC Insights.


Three of the top five microcontroller suppliers in 2021 are headquartered in Europe (NXP, STMicroelectronics, and Infineon), one in the US (Microchip) and one in Japan (Renesas). These accounted for 82.1% of worldwide MCU sales in 2021 compared to 72.2% in 2016.

• NXP aims for microcontroller Nirvana
• ARM battles RISC-V at Renesas

These five dominate the market, with the second half of the top 10 (Texas Instruments, Nuvoton, Rohm, Samsung, and Toshiba) accounted for $2.3 billion in MCU sales last year, or 11.4% of the market total. Outside the top 10, other suppliers had just 6.5% marketshare in 2021.

Fourth-place STMicroelectronics saw the strongest sales increase in the MCU ranking with revenues rising 35% in 2021, which nearly lifted the company past Renesas—putting it just $46 million behind its Japanese rival. ST claims to have the leading position in 32bit microcontrollers using data from Omdia.


Renesas had been the largest MCU supplier through the first half of the last decade but was passed in 2016 after NXP acquired Freescale at the end of 2015. Renesas has acknowledged it had fallen behind but is actively looking to gain market share with ARM and RISC-V based 32bit controllers as well as its 8bit and16bit devices

Infineon in Germany remained in fifth place in the 2021 microcontroller ranking with sales that increased 22% to $2.4 billion—about $996 million less than ST in MCUs last year. Infineon moved into the top five MCU ranking after acquiring Cypress Semiconductor in April 2020 for $9.3 billion to expand further in automotive microcontrollers, power management, and other embedded systems applications.

Samsung is reported to be eying a takeover of NXP to boost its position in the rankings.

• Samsung renews interest in NXP takeover
• Renesas to show first ARM M85 silicon
• €100m project to develop low power edge AI microcontroller

The sales rankings of the five largest microcontroller suppliers remained unchanged from 2020, with much of the new growth driven by embedded automation and the spread of sensors. The pervasiveness of microcontrollers was a key factor in suppliers being unable to keep up with the strong 2021 rebound from the 2020 global downturn.

After falling 7% in 2019 because of a weak global economy and then dropping 2% in 2020 due to the Covid pandemic, microcontroller sales saw a 27% increase in 2021 to a record-high $20.2 billion.

The average selling price (ASP) for MCUs climbed 12% in 2021—the highest annual increase since the mid-1990s. However shipments grew just 13% in 2021 to 31.2 billion units, constrained by the manufacturing capacity which is on older process technology”

Brainchip moves in the right company.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Consider the possibilities for AKIDA:

https://www.fierceelectronics.com/electronics/renesas-to-buy-dialog-for-5-9b-to-boost-its-position-embedded

EXTRACT ONE:

“Dialog, based in Frankfurt, has served as an Apple chip supplier, and called the deal a “compelling opportunity” for its shareholders in a statement.The two companies offer generally complementary product lines.

The acquisition has been approved by the boards of both companies and should be complete in the second half of 2021. It is subject to antitrust and foreign investment clearances from Germany, China, Taiwan and the U.S”

EXTRACT TWO:


“ Renesas gains access to Dialog designs for integrated circuits for providing power to mobile devices and IoT. Dialog makes technologies for battery and power management, AC/DC power conversion, non-volatile flash memory, Bluetooth Low Energy and low-power Wi-Fi.


Dialog’s mix of products combined with Renesas’ embedded computer, analog and power products “creates even greater growth opportunities in today’s increasingly connected world, “said Dialog CEO Jalal Bagherli in a statement.

Renesas CEO Hidetoshi Shibata said the transaction represents “our next important step in catapulting Renesas’ growth plan.”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Makeme 2020]

Let's better define 'few months'.

Going off the recent commentary by Sailesh Chittipeddi (Renesas), we can likely expect BRN to be in a Renesas offering in approx. 6-9 months. Presumably royalties would be owed some time after that, factoring in customer adoption + time to pay Renesas + time for Renesas to pay BRN + BRN reporting on cash receipts. Could be a good year away from now in reality.

What happened to Renesas bringing a product to market by end of 2022 as stated by BRN management.

 

[Fact Finder]

As @Diogenese said today off the back of good news which the Facts support the adjective sensational news might well be used the price of Brainchip shares retreats.

There is clearly an epidemic of the psychological condition “Fear of Success” spreading across retail investors otherwise how else can this be explained when:

ARM partnered with Brainchip

Edge Impulse partnered with Brainchip

SiFive partnered with Brainchip

Mercedes Benz trusting Brainchip AKIDA technology

VALEO trusting AKIDA technology

NASA trusting AKIDA technology

Nviso has partnered with Brainchip

Prophesee partnered with Brainchip

ISL and US Airforce Research implementing AKIDA

MegaChips having licensed AKIDA IP and advancing its market adoption

RENESAS taping out a 22nm chip with AKIDA IP and bringing it to market across a broad range of use cases in six to nine months

A long in hand cash runway of at least 2 years

Stellar people joining the Board and senior management.

Additional hiring of sales and engineering staff continuing at pace.

Existing engineering staff winning awards.

Yet barely more than half of one percent of shares on issue can drag down the share price.

The reality is market conditions are allowing manipulators and criminals to play their disgusting games without fear of non existent regulators saying boo.

Eventually the dam wall will burst and the manipulators will all be washed away.

Now more than ever it is critical to DYOR and have a solid plan.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[wilzy123]

What happened to Renesas bringing a product to market by end of 2022 as stated by BRN management.

Where was this stated?

 

[Pappagolla]

What year 2030...????

For what? The next IP licence? Cmon that’s shareman levels of boneheadery.

 

[Makeme 2020]

Where was this stated?

View attachment 23619

Peter stated that Renesas would bring product to by end of 2022

 

[Makeme 2020]

Where was this stated?

View attachment 23619

Love your picture..........

 

[wilzy123]

Peter stated that Renesas would bring product to by end of 2022

If Peter did say this, I cannot vouch for it (as I do not know when it was said and in which context)...

But lets assume I just take what you're saying at face value, and that it's truthful, the only thing I could possibly chalk up to any delay are the comments by Sean Hehir in the last 4C ... "However, the current global technology market has created economic dynamics that have extended evaluations, decreased budgets, and delayed introduction of new technology. These conditions have created a headwind for our prospective and current customers. We anticipate these conditions to eventually calm.".

I guess you could chalk it up to that. Or you could make your own $hit up and believe that. Either way, I do not care what you do

 

[Makeme 2020]

Where was this stated?

View attachment 23619

Rob telson stated that 2022 would be BRAINCHIPS Year also Peter stated that Renesas would bring a product to market end of 2022.

 

[Makeme 2020]

If Peter did say this, I cannot vouch for it (as I do not know when it was said and in which context)...

But lets assume I just take what you're saying at face value, and that it's truthful, the only thing I could possibly chalk up to any delay are the comments by Sean Hehir in the last 4C ... "However, the current global technology market has created economic dynamics that have extended evaluations, decreased budgets, and delayed introduction of new technology. These conditions have created a headwind for our prospective and current customers. We anticipate these conditions to eventually calm.".

I guess you could chalk it up to that. Or you could make your own $hit up and believe that. Either way, I do not care what you do

Are we Shareholders or MUSHROOMS...................

 

[wilzy123]

Are we Shareholders or MUSHROOMS...................

Only you can work that out for yourself.

 

[Deleted member 118]

Are we Shareholders or MUSHROOMS...................

I think a lot of other things we’re said that never materialised.

 

[Tothemoon24]

I

Are we Shareholders or MUSHROOMS...................

 

[Diogenese]

As @Diogenese said today off the back of good news which the Facts support the adjective sensational news might well be used the price of Brainchip shares retreats.

There is clearly an epidemic of the psychological condition “Fear of Success” spreading across retail investors otherwise how else can this be explained when:

ARM partnered with Brainchip

SiFive partnered with Brainchip

Mercedes Benz trusting Brainchip AKIDA technology

VALEO trusting AKIDA technology

NASA trusting AKIDA technology

Prophesee partnered with Brainchip

ISL and US Airforce Research implementing AKIDA

MegaChips having licensed AKIDA IP and advancing its market adoption

RENESAS taping out a 22nm chip with AKIDA IP and bringing it to market across a broad range of use cases in six to nine months

A long in hand cash runway of at least 2 years

Stellar people joining the Board and senior management.

Additional hiring of sales and engineering staff continuing at pace.

Existing engineering staff winning awards.

Yet barely more than half of one percent of shares on issue can drag down the share price.

The reality is market conditions are allowing manipulators and criminals to play their disgusting games without fear of non existent regulators saying boo.

Eventually the dam wall will burst and the manipulators will all be washed away.

Now more than ever it is critical to DYOR and have a solid plan.

My opinion only DYOR
FF

AKIDA BALLISTA

Re ISL and its USAF radar link, I think that that may be related to the Australian made Boeing Loyal Wingman drone flock radar.

Someone else was making the point that military tech trickles down to commercial application. So the drone flock radar could be "de-smarted" for use as civilian collision avoidance radar auto-pilot control. Every aeroplane would have one, just like the black box.