BRN Discussion Ongoing

[Damo4]

I can't keep up.
My brain rn trying to link everything (all roads lead to Qualcomm at this stage)

 

[Bravo]

Heres a new article, hot off the press, about a smart dunny that uses AI for broad-scale health monitoring. I sh*t you not!

Human feces and urine contain a motherlode of health data: 'Smart toilets' detect daily fluctuations, serious disease

A disease-detecting toilet capable of a range of monitoring and surveillance activities could soon be reality, and while the device may test for everything from how fast your urine flows to reporting on your vital signs, some people may be a bit squeamish about daily health updates from the...

medicalxpress.com

 

[chapman89]

Think you will find Megachips are an Apple supplier or were in 2021.

Obviously doesn't spec what components though.

View attachment 30971


View attachment 30972

If Brainchip work hand in hand with SiFive and a phone company, and work to bring RISC-V to mobile phones, then I would expect a new era of mobile phones that would take Apple out, or Apple could just license our IP.

But I think Apple wanting to do everything in house means that they would be one of the companies that would be last to adopt, so I don’t foresee them adopting akida anytime soon, plus I believe phones have a 3-4 year development cycle!

Since Renesas are the third largest supplier of semiconductors to the automotive industry, could Renesas be taping out for Mercedes which a couple models are suspected of having akida for the infotainment system, amongst many other Iot and edge applications?

https://www.autodaily.com.au/mercedes-rival-to-the-tesla-model-3-imagined/

 

[DingoBorat]

Another great partnership announcement today. Something I have noticed with most, if not all of these partnerships is the wording that states something like:



“With BrainChip's Akida processor, we will be able to deliver next-generation AIoT devices that are faster, more efficient, and more intelligent than ever before and not just meet, but exceed the expectations of our customers."



Statements like this are usually attached to every partnership announcement, which to me sounds very much like future comercial prospects and intigration of Akida IP into actual product. Otherwise how are they supposed to make devices faster, more efficient, and more intelligent if they didn’t actually incorporate the technology into their products?



I believe when Sean Heir said watch the 4C for revenue to gauge how we are tracking it does sound to me like most revenue will come trough our existing costumers Renasas and Megachips, but it does not exclude our partners from bringing revenue in the future.



Neither do I believe the lack of a licensing agreement with partners such as Arm, Intel, Si-five means that we won’t see revenue coming from them. But rather it be from them directly, it will be from their costumers wanting to integrate Akida IP into their systems and design and therefore they will be our direct costumers, and not Arm, Intel, Si-five as such.



But if Si-five, Arm, Intel etc did not have brainchip as a partner, then their excising costumers that want to integrate Akida into their products would have to jump ship to companies like Renasas and Megachips to get the product they want.



But as I stated in the beginning, most, if not all of the partnerships have made statements that alluding to commercial products containing Akida for the betterment of their solutions.

Sorry if this sounds condescending ..
But, NO.
These partnerships are just "feel good" arrangements, where everybody hugs eachother, pats each other on the back and says things like "Hey partner" and "I love you" annd "I love you too!"...

 

[Fullmoonfever]

If Brainchip work hand in hand with SiFive and a phone company, and work to bring RISC-V to mobile phones, then I would expect a new era of mobile phones that would take Apple out, or Apple could just license our IP.

But I think Apple wanting to do everything in house means that they would be one of the companies that would be last to adopt, so I don’t foresee them adopting akida anytime soon, plus I believe phones have a 3-4 year development cycle!

Since Renesas are the third largest supplier of semiconductors to the automotive industry, could Renesas be taping out for Mercedes which a couple models are suspected of having akida for the infotainment system, amongst many other Iot and edge applications?

Could be and hoping so.

As per my prev post where NASA in a recent solicitation indicated 22nm is common for automotive (were speaking of FDSOI at the time), I note that Renesas article said they too were taping out in 22nm CMOS. Doesn't say which foundry obviously.

As far as I recall AKD was in 28nm originally but we see Renesas in 22nm now and also AKD1500 in 22nm FDSOI by us.

The 22nm shift seems to be the common denominator at the mo

 

[Fact Finder]

My thoughts are that someone like Prophesee is working with Brainchip and as Luca said (to Jesse?) that while it's currently just a partnership he thought it would turn commercial or something like this?

So that is probably the same with Mercedes and others also, they are tinkering around with AKIDA IP and seeing the best uses for it. Once they are set into the idea of using and going into production, then they'll likely sign on the dotted line. No point (in their eyes) signing up early when they currently haven't got concreate plans on how many uses they'll have it for. Lots to think about before going all in.

That's how I see it, but like the rest of us, nobody here can see the inner workings of the NDA's or deals moving forward. For every NDA or partnership that we keep reading about, what % are going to end up in a deal? Surely 10% minimum? Therefore I already own an island

Hi @skutza

Way back when I was trying to bring myself up to speed on the semiconductor industry I posted a management research paper I think out of Harvard University that went into conversion rates of qualified leads and it claimed that the industry average was 34%. I don't have it anymore as I committed to memory all I needed from it. It will be on the web somewhere just like those photos you wished your friends never took.)

So if this applies then you can pick up 3.4 islands.

The issue I had with this Harvard University paper when trying to apply its findings to Brainchip was that 34% was an industry average so also included software as well as hardware.

Since I read the paper Brainchip has massively increased its software offering which fundamentally did not exist back in about 2018/19 when I found the paper.

The second issue was that 34% being an average did not account for those in the industry who had either a monopoly or duopoly on a particular technology.

This of course means that when you are a Brainchip with a revolutionary never seen before product and a three year at least commercial lead the industry average of 34% is not exactly an appropriate measure when potentially you are going to create and dominate industries that do not yet exist.

So back then I decided not to dwell too much on the best view percentages but with the assistance of Blind Freddie (sorry but he insists I credit his work) I came up with the notion of how successful Brainchip would be if it simply achieved 1% of the then 67 billion edge technology market by 2025.

This 67 billion edge technology market value has constantly been revised upwards since then and now we can use the Cathy Woods trillion dollar edge market by 2030 or the 200 billion automotive semiconductor market by 2030 as the bases for calculating our one percent target.

As the ecosystem partner numbers grown I am increasingly drawn towards imagining that Brainchip might achieve simply the industry average of 34% market share. Failing this I will be entirely satisfied if it fails miserably and achieves only one percent of Cathy Woods predicted market or just one percent of the automotive semiconductor market by 2030.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[TECH]

Late Edit: I am and was well aware of the Socionext product range that was announced recently, BUT, I am clearly referring to companies that have officially been revealed as having purchased and paid for an IP License, which Renesas has, and correct me if I'm wrong here, but are planning on a mass production run, Socionext may or may not already have clients that intend to work in with Socionext to mass produce product/s, but we will only know this when an IP License is publicly revealed, maybe my understanding of that situation is totally wrong...is that all part of hiding behind an NDA, you tell me.

I haven't even looked today at the sharemarket or Brainchip's share price and it's 1:19pm AEDT, that's how relaxed I am personally with our progress to date...have a nice afternoon...Tech.

 

[IloveLamp]

.

Redirecting

blog-google.cdn.ampproject.org

 

[Fact Finder]

Sorry if this sounds condescending ..
But, NO.
These partnerships are just "feel good" arrangements, where everybody hugs eachother, pats each other on the back and says things like "Hey partner" and "I love you" annd "I love you too!"...

View attachment 30975

My life experience may be different to yours but adults who cuddle each other and say they love each other while wearing pyjamas usually end up in bed together. I am pretty sure that the head of Tukson and Sean Hehir are adults I will take your word they are wearing pyjamas and hugging and saying I love you.

 

[Bravo]

.

Redirecting

blog-google.cdn.ampproject.org

View attachment 30976

Says here "the Pixel Watch has four other sensors besides the one listed already. Those four sensors help with the function of the watch as well as provide additional environmental data for you".

Here’s every sensor on the Pixel Watch and what each one does​

Andrew Romero
- Mar. 1st 2023 9:30 am PT

@ChaosRomero

24 Comments

Google’s Pixel Watch is a smartwatch that houses a slew of health features powered by Fitbit. With that, the Pixel Watch has a lot of sensors packed into the 41mm frame, such as a heart rate, ECG, and even a blood oxygen sensor – though the last one isn’t enabled. Here’s a list of each one and what they do for you.


The Pixel Watch is an interesting product because it’s a Wear OS device but natively integrates Fitbit health tracking. Fitbit is a separate company – owned by Google – that has a vast line of health trackers and fitness wearables. Those wearables are regarded as great products that track vitals and well-being statistics very well.
Though the line is nice, none of Fitbit’s devices run Wear OS, which leaves out a key part of Android integration that you see with Samsung’s Galaxy Watch 5 or something similar. The Pixel Watch, however, integrates perfectly with the Pixel phone series as well as other Android devices, while also packing a suite of health-tracking features designed and tuned by Fitbit.
With that, the Pixel watch packs a total of eight different sensors, with just four tracking your vitals. The rest are for general watch use, though they pull their weight.

Health sensors on the Pixel Watch​

There are four main health sensors on the Pixel Watch. Three help gather data related to your heart rate, sleep quality and time, and your step count. Beyond that, Fitbit crunches the numbers to determine in-depth information such as your stress levels and how many calories you’ve burned throughout the day.

Optical heart rate sensor​

The optical heart rate sensor might be the most self-explanatory sensor on this Pixel Watch. Using powerful sensors, the optical lens captures minuscule movements in your skin to determine when your heart is pushing blood through your veins.
That little green light that shines in your Pixel Watch is the heart rate sensor doing its job. Since blood absorbs green, the pulsing green light helps the sensor determine blood flow.

That data is collected once every second by your Pixel Watch, and there’s no way to turn it off. Whenever you wear the watch, you’re getting accurate readings of your heartbeat throughout the day. The data collected is then compiled for you to view your patterns and heart rate extremes.

Multipurpose electrical sensor​

The Pixel Watch has the ability to collect ECG – electrocardiogram – readings. Those readings determine whether or not you seem to have an AFib – atrial fibrillation – heartbeat. In essence, that means your heart rate is irregular and could point to signs of other health issues.
To collect ECG data, the Pixel Watch uses an electrical sensor, which senses signals passing through the watch. This is why you need to touch your finger to the crown during an ECG reading. Electricity passes from your finger to your wrist through the Pixel Watch, giving the sensor a clear reading of what’s going on.

Note: The ECG feature on the Pixel Watch is only available in certain regions. Learn more from Fitbit.

Accelerometer​

An accelerometer can be considered a fancy pedometer in that it calculates the number of steps you take and checks them with your acceleration. Using those estimates, an accelerometer can determine how many steps you’re actually taking given how fast you’re moving. While still not 100% accurate, the Pixel Watch does a good job of estimating your steps to give you a pretty accurate readout of your activity.
Of course, a recently added feature has the accelerometer working overtime, as fall detection is now available for the Pixel Watch. Using the motion sensor, Google’s machine learning algorithm can detect the difference between a fall, sudden arm movements, or even exercises like burpees. While the differences in those movements are subtle, AI plays a big role in addition to the data the accelerometer gathers. Once a fall followed by no movement occurs, your Pixel Watch will display an alert, allowing you to cancel the false alarm. If no response is recorded or you indicate you’re in need of help, the Pixel Watch will call emergency services.

Blood oxygen sensor​

The Pixel Watch is also fitted with a blood oxygen sensor, which calculates the oxygen saturation in your blood. This sensor also uses lights to determine how much saturated and unsaturated blood is in your veins and arteries. Whatever the photodiodes in your Pixel Watch read will give you a better idea of how much oxygen is in your blood.
Unfortunately, the blood oxygen sensor in the Pixel Watch is inactive at this time. While the sensor has a place on the watch, Google hasn’t made any statements as to when and where this feature would be unlocked for use. While it would be incredibly useful, it just sits inactive on the Pixel Watch for now.

Function-based sensors​

The Pixel Watch has four other sensors besides the one listed already. Those four sensors help with the function of the watch as well as provide additional environmental data for you.

Compass​

The compass might be the most straightforward sensor, as it detects whether or not you’re on the right path and heading the right way. Unfortunately, the Pixel Watch doesn’t have a stock compass app, much like the Apple Watch. Rather, the Pixel Watch uses the compass in Google Maps.
Google Maps on the Pixel Watch gives you a nice written view, as well as a top-down live view of your position on the map. Pointing the top of your watch in any direction will reflect on the map, showing you the correct direction.

Altimeter​

Much like the compass, an altimeter measures a factor in your environment. Plainly speaking, it measures how high up you are in relation to sea level. To determine that, the altimeter reads barometric pressure to determine how high up you are.
While there’s no app that shows you an outright reading of your elevation, the altimeter is used to determine how many flights of stairs you’ve climbed that day.

Gyroscope​

Much like in a phone, the Pixel Watch’s gyroscope determines the physical orientation of the device. One main area this is used in is with tilt-to-wake on your device. If the feature is enabled, lifting the watch toward your face will usually wake the device. The gyroscope senses that movement and orientation and brightens the display so you can read notifications and the watch face.

Ambient light sensor​

Lastly, the ambient light sensor does exactly what it sounds like – it senses light. This is generally used when your Pixel Watch has the auto brightness feature enabled, allowing the watch to determine how many nits of brightness out of 1,000 it should use.
In very bright situations, there’s an extra setting that peaks the brightness so you can see in the brightest conditions.

Overall, the Pixel Watch has an abundance of sensors that not only help it track general environmental data but gives you a clear understanding of your health with the help of the Fitbit app. Of course, we’re hoping Google enables the blood oxygen sensor soon so that the Pixel Watch can reach further potential. Even so, the suite of sensors on the wearable is a good start.

Here’s every sensor on the Pixel Watch and what each one does

Google’s Pixel Watch is a smartwatch that houses a slew of health features powered by Fitbit. With that, the Pixel...

9to5google.com

 

[Bravo]

Could be and hoping so.

As per my prev post where NASA in a recent solicitation indicated 22nm is common for automotive (were speaking of FDSOI at the time), I note that Renesas article said they too were taping out in 22nm CMOS. Doesn't say which foundry obviously.

As far as I recall AKD was in 28nm originally but we see Renesas in 22nm now and also AKD1500 in 22nm FDSOI by us.

The 22nm shift seems to be the common denominator at the mo

Hi FMF, I was wondering if it could be possible that Renesas were referring to GlobalFoundaries being the "third party" they were working with? See below.

#48,54

 

[DingoBorat]

If Brainchip work hand in hand with SiFive and a phone company, and work to bring RISC-V to mobile phones, then I would expect a new era of mobile phones that would take Apple out, or Apple could just license our IP.

But I think Apple wanting to do everything in house means that they would be one of the companies that would be last to adopt, so I don’t foresee them adopting akida anytime soon, plus I believe phones have a 3-4 year development cycle!

Since Renesas are the third largest supplier of semiconductors to the automotive industry, could Renesas be taping out for Mercedes which a couple models are suspected of having akida for the infotainment system, amongst many other Iot and edge applications?

https://www.autodaily.com.au/mercedes-rival-to-the-tesla-model-3-imagined/

Renesas's IP licencing avenue for customers, is limited, due to them only licencing 2 nodes.

MegaChips, is the golden brick road..

 

[Damo4]

Says here "the Pixel Watch has four other sensors besides the one listed already. Those four sensors help with the function of the watch as well as provide additional environmental data for you".

Here’s every sensor on the Pixel Watch and what each one does​

Andrew Romero
- Mar. 1st 2023 9:30 am PT

@ChaosRomero

24 Comments

Google’s Pixel Watch is a smartwatch that houses a slew of health features powered by Fitbit. With that, the Pixel Watch has a lot of sensors packed into the 41mm frame, such as a heart rate, ECG, and even a blood oxygen sensor – though the last one isn’t enabled. Here’s a list of each one and what they do for you.


The Pixel Watch is an interesting product because it’s a Wear OS device but natively integrates Fitbit health tracking. Fitbit is a separate company – owned by Google – that has a vast line of health trackers and fitness wearables. Those wearables are regarded as great products that track vitals and well-being statistics very well.
Though the line is nice, none of Fitbit’s devices run Wear OS, which leaves out a key part of Android integration that you see with Samsung’s Galaxy Watch 5 or something similar. The Pixel Watch, however, integrates perfectly with the Pixel phone series as well as other Android devices, while also packing a suite of health-tracking features designed and tuned by Fitbit.
With that, the Pixel watch packs a total of eight different sensors, with just four tracking your vitals. The rest are for general watch use, though they pull their weight.

Health sensors on the Pixel Watch​

There are four main health sensors on the Pixel Watch. Three help gather data related to your heart rate, sleep quality and time, and your step count. Beyond that, Fitbit crunches the numbers to determine in-depth information such as your stress levels and how many calories you’ve burned throughout the day.

Optical heart rate sensor​

The optical heart rate sensor might be the most self-explanatory sensor on this Pixel Watch. Using powerful sensors, the optical lens captures minuscule movements in your skin to determine when your heart is pushing blood through your veins.
That little green light that shines in your Pixel Watch is the heart rate sensor doing its job. Since blood absorbs green, the pulsing green light helps the sensor determine blood flow.

That data is collected once every second by your Pixel Watch, and there’s no way to turn it off. Whenever you wear the watch, you’re getting accurate readings of your heartbeat throughout the day. The data collected is then compiled for you to view your patterns and heart rate extremes.

Multipurpose electrical sensor​

The Pixel Watch has the ability to collect ECG – electrocardiogram – readings. Those readings determine whether or not you seem to have an AFib – atrial fibrillation – heartbeat. In essence, that means your heart rate is irregular and could point to signs of other health issues.
To collect ECG data, the Pixel Watch uses an electrical sensor, which senses signals passing through the watch. This is why you need to touch your finger to the crown during an ECG reading. Electricity passes from your finger to your wrist through the Pixel Watch, giving the sensor a clear reading of what’s going on.

Note: The ECG feature on the Pixel Watch is only available in certain regions. Learn more from Fitbit.

Accelerometer​

An accelerometer can be considered a fancy pedometer in that it calculates the number of steps you take and checks them with your acceleration. Using those estimates, an accelerometer can determine how many steps you’re actually taking given how fast you’re moving. While still not 100% accurate, the Pixel Watch does a good job of estimating your steps to give you a pretty accurate readout of your activity.
Of course, a recently added feature has the accelerometer working overtime, as fall detection is now available for the Pixel Watch. Using the motion sensor, Google’s machine learning algorithm can detect the difference between a fall, sudden arm movements, or even exercises like burpees. While the differences in those movements are subtle, AI plays a big role in addition to the data the accelerometer gathers. Once a fall followed by no movement occurs, your Pixel Watch will display an alert, allowing you to cancel the false alarm. If no response is recorded or you indicate you’re in need of help, the Pixel Watch will call emergency services.

Blood oxygen sensor​

The Pixel Watch is also fitted with a blood oxygen sensor, which calculates the oxygen saturation in your blood. This sensor also uses lights to determine how much saturated and unsaturated blood is in your veins and arteries. Whatever the photodiodes in your Pixel Watch read will give you a better idea of how much oxygen is in your blood.
Unfortunately, the blood oxygen sensor in the Pixel Watch is inactive at this time. While the sensor has a place on the watch, Google hasn’t made any statements as to when and where this feature would be unlocked for use. While it would be incredibly useful, it just sits inactive on the Pixel Watch for now.

Function-based sensors​

The Pixel Watch has four other sensors besides the one listed already. Those four sensors help with the function of the watch as well as provide additional environmental data for you.

Compass​

The compass might be the most straightforward sensor, as it detects whether or not you’re on the right path and heading the right way. Unfortunately, the Pixel Watch doesn’t have a stock compass app, much like the Apple Watch. Rather, the Pixel Watch uses the compass in Google Maps.
Google Maps on the Pixel Watch gives you a nice written view, as well as a top-down live view of your position on the map. Pointing the top of your watch in any direction will reflect on the map, showing you the correct direction.

Altimeter​

Much like the compass, an altimeter measures a factor in your environment. Plainly speaking, it measures how high up you are in relation to sea level. To determine that, the altimeter reads barometric pressure to determine how high up you are.
While there’s no app that shows you an outright reading of your elevation, the altimeter is used to determine how many flights of stairs you’ve climbed that day.

Gyroscope​

Much like in a phone, the Pixel Watch’s gyroscope determines the physical orientation of the device. One main area this is used in is with tilt-to-wake on your device. If the feature is enabled, lifting the watch toward your face will usually wake the device. The gyroscope senses that movement and orientation and brightens the display so you can read notifications and the watch face.

Ambient light sensor​

Lastly, the ambient light sensor does exactly what it sounds like – it senses light. This is generally used when your Pixel Watch has the auto brightness feature enabled, allowing the watch to determine how many nits of brightness out of 1,000 it should use.
In very bright situations, there’s an extra setting that peaks the brightness so you can see in the brightest conditions.

Overall, the Pixel Watch has an abundance of sensors that not only help it track general environmental data but gives you a clear understanding of your health with the help of the Fitbit app. Of course, we’re hoping Google enables the blood oxygen sensor soon so that the Pixel Watch can reach further potential. Even so, the suite of sensors on the wearable is a good start.

Here’s every sensor on the Pixel Watch and what each one does

Google’s Pixel Watch is a smartwatch that houses a slew of health features powered by Fitbit. With that, the Pixel...

9to5google.com

Sorry, it's off topic, but why TF can my gen 1 Galaxy watch last me 4 days still, and the new Pixel Watch and Apple watch can barely crack a day?
Even some Garmins, which are better fitness watches if you're into that, last many days.

 

[chapman89]

Renesas's IP licencing avenue for customers, is limited, due to them only licencing 2 nodes.

MegaChips, is the golden brick road..

Yes, but things such as keyword spotting, facial recognition can be done on 1-2 nodes @Fact Finder @Diogenese

 

[Fullmoonfever]

Hi FMF, I was wondering if it could be possible that Renesas were referring to GlobalFoundaries being the "third party" they were working with? See below.

#48,54

Hi Bravo

Definitely a fair question.

The timing etc and fact that Renesas didn't expand on which foundry etc leaves all a bit open ended.

I posted previously I had thoughts that Renesas were approached by a third party to do the tape out but that was also open to interpretation.

BRN Discussion Ongoing

I often go back to the Renesas tape out Ann to reread its context. Key question for me is the following couple of paragraphs plus the common theme we are now seeing with 22nm both through Renesas in Dec and by BRN with GF... They way I read the below is that Renesas have had someone come to...

thestockexchange.com.au

 

[DingoBorat]

Yes, but things such as keyword spotting, facial recognition can be done on 1-2 nodes @Fact Finder @Diogenese

True, but if they had an application that needed more and the original Mercedes announcement said they had developed "hardware and software solutions" with AKIDA, then they would have to go through both Renesas and MegaChips..

 

[Bravo]

Hi Bravo

Definitely a fair question.

The timing etc and fact that Renesas didn't expand on which foundry etc leaves all a bit open ended.

I posted previously I had thoughts that Renesas were approached by a third party to do the tape out but that was also open to interpretation.

BRN Discussion Ongoing

I often go back to the Renesas tape out Ann to reread its context. Key question for me is the following couple of paragraphs plus the common theme we are now seeing with 22nm both through Renesas in Dec and by BRN with GF... They way I read the below is that Renesas have had someone come to...

thestockexchange.com.au

Oh, and the other thing to add to the list is:

• In December 2022, Renesas announced they're working with a third party taping out a device on 22nm.
• Four weeks ago, it was announced that BrainChip had achieved tape out of it AKD 1500 reference design. The tape-out was completed using GlobalFoundries’ 22nm fully depleted silicon-on-insulator (FD-SOI) technology.
• Three weeks ago GM signed a long-term agreement with GlobalFoundries to establish exclusive production capacity of U.S.-produced semiconductor chips.

General Motors signs deal with GlobalFoundries for exclusive U.S. semiconductor production

GM has signed a long-term agreement with GlobalFoundries to establish exclusive production capacity of U.S.-produced semiconductor chips.

www.cnbc.com

 

[DingoBorat]

True, but if they had an application that needed more and the original Mercedes announcement said they had developed "hardware and software solutions" with AKIDA, then they would have to go through both Renesas and MegaChips..

Nothing to say they couldn't do that, if there was some kind of technical expertise, they needed through Renesas as well.

But it would mean extra negotiations etc..

 

[Steve10]

Hi @skutza

Way back when I was trying to bring myself up to speed on the semiconductor industry I posted a management research paper I think out of Harvard University that went into conversion rates of qualified leads and it claimed that the industry average was 34%. I don't have it anymore as I committed to memory all I needed from it. It will be on the web somewhere just like those photos you wished your friends never took.)

So if this applies then you can pick up 3.4 islands.

The issue I had with this Harvard University paper when trying to apply its findings to Brainchip was that 34% was an industry average so also included software as well as hardware.

Since I read the paper Brainchip has massively increased its software offering which fundamentally did not exist back in about 2018/19 when I found the paper.

The second issue was that 34% being an average did not account for those in the industry who had either a monopoly or duopoly on a particular technology.

This of course means that when you are a Brainchip with a revolutionary never seen before product and a three year at least commercial lead the industry average of 34% is not exactly an appropriate measure when potentially you are going to create and dominate industries that do not yet exist.

So back then I decided not to dwell too much on the best view percentages but with the assistance of Blind Freddie (sorry but he insists I credit his work) I came up with the notion of how successful Brainchip would be if it simply achieved 1% of the then 67 billion edge technology market by 2025.

This 67 billion edge technology market value has constantly been revised upwards since then and now we can use the Cathy Woods trillion dollar edge market by 2030 or the 200 billion automotive semiconductor market by 2030 as the bases for calculating our one percent target.

As the ecosystem partner numbers grown I am increasingly drawn towards imagining that Brainchip might achieve simply the industry average of 34% market share. Failing this I will be entirely satisfied if it fails miserably and achieves only one percent of Cathy Woods predicted market or just one percent of the automotive semiconductor market by 2030.

My opinion only DYOR
FF

AKIDA BALLISTA

Number of IoT connected devices worldwide 2019-2021, with forecasts to 2030​

Published by
Lionel Sujay Vailshery

,
Nov 22, 2022
The number of Internet of Things (IoT) devices worldwide is forecast to almost triple from 9.7 billion in 2020 to more than 29 billion IoT devices in 2030. In 2030, the highest number of IoT devices will be found in China with around 5 billion consumer devices.

IoT devices are used in all types of industry verticals and consumer markets, with the consumer segment accounting for around 60 percent of all IoT connected devices in 2020. This share is projected to stay at this level over the next ten years.

IoT connections worldwide 2022-2033 | Statista

The number of Internet of Things (IoT) devices worldwide is forecast to almost double from 15.9 billion in 2023 to more than 32.1 billion IoT devices in 2030.

www.statista.com

29B devices x 1% = 290M x 25c IP royalties revenue = $72.5M being 60% of revenue which implies $48.33M being 40% for licencing fees similar to ARM metrics. So every 1% = $120.83M total revenue.

10% = $1.2B total revenue x 60% NPAT similar to ARM = $720M NPAT x PE60 = $43.2B MC or $24.45 SP.

15% would equate to $64.8B MC & $36.68 SP. I think the pie chart had BRN with 10-15% market share.

 

[Fullmoonfever]

Think you will find Megachips are an Apple supplier or were in 2021.

Obviously doesn't spec what components though.

View attachment 30971


View attachment 30972

Forgot to add that Renesas also on this Apple supplier list.