BRN Discussion Ongoing

Aretemis

Regular
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!
View attachment 30974
I think your Taking the piss 🤣🤣
 
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Baisyet

Regular
Am I reading this right? One of their products used to use Qualcomm for their AI processing power….but now they want to implement akida 😉
When Qualcomm find out why, they’ll be scratching their heads and asking them why. So Teksun will say “well we have Brainchips neuromorphic AI accelerator which does x y x, then Qualcomm will say oh ok, then Qualcomm look into akida (which I’m sure they’re aware anyway) and then Qualcomm pick up the phone and say “hey Brainchip, let’s partner and work together”
Anyway I’m just dreaming.


View attachment 30953
Hi @chapman @Fact Finder it has been discussed before, I know many wont like it but why are BRN so conservative on announcing on ASX. ASX is to inform company's development to the its shareholder isnt. And i noticed every time they anounce something positive recently SP goies down :-(
 
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ndefries

Regular
Interesting i was having lunch with a friend who has mostly retired off the back of investing in Tesla so he is all positive about them. I tried to tell him about the benefits of Lidar and on devices sensor fusion and that Tesla is falling behind Mercedes. that relying on video and large cloud based learning models isnt going to be good for Tesla. I was surprised when he started talking that Tesla has neural networks, was making decisions on device and that current lidar is bulky.

I didnt really know enough about Tesla autonomous driving apart from it is terrible and internally i doubt what he was saying. I assume someone here knows more about how Tesla's currently doing its less than level 3 autonomous driving and that it won't be sufficent to match what Mercedes is coming out with (thanks hopefully to BRN)???
 
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McHale

Regular
I pretty sure SOCIONEXT announced they have a few products with akida IP in them (the CES 2023 announcement below)


6ef58415-b8da-d7ad-010b-60a9a3742b52.png


Book a Meeting
Brainchip invites you to join us at CES 2023 January 5-8, 2023, in Las Vegas, NV to experience our advanced, hyper-efficient, event-based AI technology in action, bringing the future to edge AI devices.

Akida’s unique AI approach is built on applied neuromorphic principles that enables inference and learning, untethered from the cloud in energy-constrained edge devices. It efficiently accelerates today’s models and is ready for future trends. Most importantly, it supports frameworks and flows that developers are very familiar with, so tuning for Akida platforms is seamless and Brainchip partners like Renesas are integrating Akida technology into their platforms.

At CES a few of our partners are demonstrating this technology:

  1. Socionext (North Hall, booth 10564): Automotive solutions for remote display, RADAR and embedded sensing and cabin monitoring.
Socionext will demonstrate it’s highly integrated ISO26262-certified SC1721/ SC1722/ SC1723 Series Graphics Display Controllers feature built-in safety mechanisms that enable error-free, safety-critical content to meet the safety standards required by today’s multi-display cockpit applications.

Socionext has created a variety of smart RADAR solutions, including 24GHz and 60GHz, and has developed a roadmap showcasing future technologies features and capabilities to support multiple in-cabin uses, including seat occupancy monitoring, child presence detection, and theft prevention.


  1. Prophesee (The Venetian Hotel): Edge learning on device for complex visuals.
Prophesee will demonstrate the alignment of their event-based vision systems with the unique, intelligent edge-learning capabilities of Akida. This enables learning of gestures on device without storing data on device or on cloud - an important aspect of security and privacy expected.

Stay tuned for further updates on our partners CES schedule and announcements.
I find BRN's relationship with Socionext puzzling, in the above post by @Dozzaman1977 it would seem BRN are (or could be) implying that Socionext have product(s) (which is either market ready or in development).

Initially BRN began their relationship with Socionext when an MoU was signed 14th Mar 2019 (now 4 years ago).

The initial MoU was followed with "a Definitive Agreement" dated 26/6/2019, the agreement said that SN (Socionext) would assist BRN with the development and manufacturing of Akida.

So Socionext helped with the tapeout of the Akida 1000 chip, and then assisted in the connection with TSMC (who are the foundry partner of SN) and helped secure a fab slot there for production of the original Akida 1000.

Socionext also stated that they "looked forward to assisting BRN taking in its' technology to market".

Since that time there has not been much that BRN has said with regard to their relationship with SN, and we have no licence agreement with Socionext.

Obviously BRN owes Socionext a few favours, I am not sure of the amount of money BRN paid SN for their assistance with the original Akida 1000 engineering, tapeout and fab , but I wonder about what/where the commercial relationship with Socionext actually lies right now, and further, from all the above you might think that there would be a licence at some point.

Socionext are not listed as partners on BRN website (that I can find) but Socionext are still working with BRN as we know from CES, but does anyone know if they are a partner or EAP because as we all know they aren't in the NDA category.

Hopefully more to come.
 
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Hi @chapman @Fact Finder it has been discussed before, I know many wont like it but why are BRN so conservative on announcing on ASX. ASX is to inform company's development to the its shareholder isnt. And i noticed every time they anounce something positive recently SP goies down :-(
Hi @Baisyet

I don't know anyone here who is actually a fan of the very conservative approach by Brainchip to the making of ASX announcements.

I am not even sure that Brainchip itself likes the approach that it believes it needs to take.

Indeed when I spoke to Tony Dawe after the AGM in Sydney last May he and the two Australian Directors had attended a meeting with the Head of the ASX in an attempt to obtain guidance on what they could safely release without being accused of ramping by the ASX.

I was informed by Tony Dawe that the Head of the ASX response was entirely unhelpful and consisted of a statement that the ASX does not give guidance beyond the published rules and will judge the content of each announcement after they have been released on the ASX.

It has been stated by Brainchip that they are building an international company and will eventually need to list on the Nasdaq and all of the preliminary work to undertake that process has been put in place and when the time is right it will be undertaken.

One of the issues any foreign company listing on the Nasdaq has is that the Nasdaq looks at their record on any previous exchange they may have been listed on and Brainchip received a warning under the stewardship of Mr. Dinardo regarding the quality of the announcements authorised for release on the ASX.

When Brainchip finally takes the step of listing in the USA it would be unfortunate for shareholders if their application was rejected because the Nasdaq did not consider they were fit and proper corporate citizens. One can only imagine what would happen to the share price if that occurred.

So with this in mind Brainchip has elected to take the safest possible approach to making announcements on the ASX.

Do we all like this approach as I said I suspect not but in my case even though I have argued against it with Tony Dawe and Ken Scarince I respect the decision.

The fact that when a positive announcement is made the share price goes down is interesting but not capable of being attributed to the fact that the positive announcement was not made on the ASX.

Those who want it to be announced on the ASX argue that more people will see it and react favourably to the good news.

If the opposite applies that because it was not on the ASX no one saw it then the fall in the price cannot be caused by something no one knows about?

My opinion only DYOR
FF

AKIDA BALLISTA
 
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TheFunkMachine

seeds have the potential to become trees.
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
It’s not condescending, I just believe you are wrong in your assessment. Give me 5 good reasons why these are not future revenue drivers and I will listen.

Here are 7 reasons I believe that it is not just fluff.

1. Access to new markets: Technology partners can bring in access to new markets that a company may not have been able to reach on its own. This can help Brainchip expand its customer base and increase revenue.

2. Complementing existing products/services: Technology partners like Arm, Intel, Si-Five can provide additional features and services that complements BrainChip’s existing products or services. This can make the company's offerings more attractive to customers and increase revenue.

3. Collaboration on new products: Technology partners can collaborate with Brainchip to develop new products or services. This can help our partners stay competitive and generate revenue from new offerings.

4. Reducing costs: Brainchip can help our partners reduce costs by providing access to IT infrastructure like Meta TF, CNN to SNN, and expertise in the field of let’s say Edge AI or neuromorphic technology that the company may not have in-house. This can help the company save money and increase profitability.

5. Faster time to market: Technology partners can help Brainchip get Akida to market faster by providing expertise, resources, and technology that the company may not have in-house. This can help the company generate revenue sooner than if it were to develop everything in-house.

6. Statements by our partners: The partnership agreements suggest that they are partnering for the benefit of their costumers.

Nviso has stated that their Partnership is not commercial yet, but that they look forward to it becoming a commercial one in the future.

It’s ok to disagree, and I would like to hear your take on it from your hugs and kisses Point of view.
 
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I find BRN's relationship with Socionext puzzling, in the above post by @Dozzaman1977 it would seem BRN are (or could be) implying that Socionext have product(s) (which is either market ready or in development).

Initially BRN began their relationship with Socionext when an MoU was signed 14th Mar 2019 (now 4 years ago).

The initial MoU was followed with "a Definitive Agreement" dated 26/6/2019, the agreement said that SN (Socionext) would assist BRN with the development and manufacturing of Akida.

So Socionext helped with the tapeout of the Akida 1000 chip, and then assisted in the connection with TSMC (who are the foundry partner of SN) and helped secure a fab slot there for production of the original Akida 1000.

Socionext also stated that they "looked forward to assisting BRN taking in its' technology to market".

Since that time there has not been much that BRN has said with regard to their relationship with SN, and we have no licence agreement with Socionext.

Obviously BRN owes Socionext a few favours, I am not sure of the amount of money BRN paid SN for their assistance with the original Akida 1000 engineering, tapeout and fab , but I wonder about what/where the commercial relationship with Socionext actually lies right now, and further, from all the above you might think that there would be a licence at some point.

Socionext are not listed as partners on BRN website (that I can find) but Socionext are still working with BRN as we know from CES, but does anyone know if they are a partner or EAP because as we all know they aren't in the NDA category.

Hopefully more to come.
Hi @McHale

I tried to get an answer about the Socionext relationship and was told 'we have an interesting relationship' but we cannot say anymore about that. Not much help but that is all I know beyond what you have written.

One matter however I would pull you up on while we know who Socionext is and certain details this does not exclude the existence of an non disclosure agreement (NDA) covering other aspects of the relationship from 'keeping safe and not revealing aspects of the intellectual property' to 'any agreement they may have reached around the marketing of AKIDA technology'.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Rskiff

Regular

Hi @chapman @Fact Finder it has been discussed before, I know many wont like it but why are BRN so conservative on announcing on ASX. ASX is to inform company's development to the its shareholder isnt. And i noticed every time they anounce something positive recently SP goies down :-(
I was thinking, would the share price go down or rocket again if a company like Tesla or Amazon or any hugely known company by the general populous were to be named as being in "partnership" with Brainchip? I suspect not.
 
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Easytiger

Regular
Nice, positive announcement by the company.

The Boards business strategy just keeps on keeping on, opening up like an umbrella, expanding to reveal the full circle.

In my opinion, to think that Renesas and MegaChips will only ever be our two Licensees that some maybe eluding to, is completely and
utterly not what our company is about, we want as many IP licenses sold as possible, and the speed at which this whole scenario is currently playing out is a little frustrating, BUT, I personally believe that things will speed up a touch when our new reference chips make themselves available.

The company has already stated that achieving this milestone, despite the fab process maybe only a third of the way through it's production process to date, shows that the Akida technology can be produced across a range of different fabs and on different platforms, in turn proving if you like that, Akida is extremely flexible and this may well be the catalyst that gets a number of our EAP's across the line to signing their own IP License.

A friend of mine has booked a meeting timeslot with Brainchip in Germany, I'll keep you posted with regards some photos of the team during the Embedded Systems Conference.

To date, the only company to state that they are currently producing a product with Akida IP embedded, is Renesas, and it has stated that they hope to bring this product to market in late 2023, so lets just keep things in prospective.

My overall opinion on the current situation.

Tech :geek:

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.
Mercedes???
 
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Wickedwolf

Regular
Interesting i was having lunch with a friend who has mostly retired off the back of investing in Tesla so he is all positive about them. I tried to tell him about the benefits of Lidar and on devices sensor fusion and that Tesla is falling behind Mercedes. that relying on video and large cloud based learning models isnt going to be good for Tesla. I was surprised when he started talking that Tesla has neural networks, was making decisions on device and that current lidar is bulky.

I didnt really know enough about Tesla autonomous driving apart from it is terrible and internally i doubt what he was saying. I assume someone here knows more about how Tesla's currently doing its less than level 3 autonomous driving and that it won't be sufficent to match what Mercedes is coming out with (thanks hopefully to BRN)???
There is absolutely no comparison between Tesla autonomous or FSD a Mercedes…Tesla are light years ahead, you can find a heap of comparisons on YouTube. One difference is Mercedes only works on pre mapped roads, Tesla on any road. Tesla do have a way to go before FSD is the real deal but they are light years ahead of all the competition with autonomous
 
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Diogenese

Top 20
Silence is not consent. I hope the police act quickly and do not engage in victim shaming. At least the photographer did not include the number plate so the victim can remain somewhat anonymous.
Caesar's wife Calpurnia - her father was a Consul.
 
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Wickedwolf

Regular
There is absolutely no comparison between Tesla autonomous or FSD a Mercedes…Tesla are light years ahead, you can find a heap of comparisons on YouTube. One difference is Mercedes only works on pre mapped roads, Tesla on any road. Tesla do have a way to go before FSD is the real deal but they are light years ahead of all the competition with autonomous
If Tesla used Akida then FSD might be the real deal much sooner…how good would that announcement be
 
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chapman89

Founding Member
I've just been thinking a bit more about Elon's "AI stresses me out" comment, which he apparently made near the end of a more than three-hour presentation to Tesla investors about company plans. In the article (article 1) below it says the following:

View attachment 31010
However there was another article that I posted earlier today which describes how Tesla inadvertently admitted its so-called Full Self Driving technology is not the world’s most advanced driver assistance system. It stated the following:

View attachment 31011

I thought it was pretty contradictory to on the one hand to acknowledge that other rival car-makers are making greater advancements with their AI technology and then on the other hand claim that "AI isn't helping us make cars any time soon". But that's just my two bobs worth.



Article 1


Article 2
Adam Osserein who is one of our top 20 shareholders and also on our scientific advisory board, his daughter works for Tesla as an engineer 😁
 
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skutza

Regular
Hi @chapman @Fact Finder it has been discussed before, I know many wont like it but why are BRN so conservative on announcing on ASX. ASX is to inform company's development to the its shareholder isnt. And i noticed every time they anounce something positive recently SP goies down :-(
Sorry to be the bearer of bad news, they don't ann because there is nothing to ann. The only thing this is going to do is be manipulated by the man. Once we get a PS ann with $$$$ tied to it that investors can hang their hat on, then this is where we stand. People have 3 choices, trade the ups and downs on the ASX casino, or sell and wait for revenue to be ann, get in as quick as you can (but in my experience the market will align with what they believe to be MP on open then trade up and down again so you'll likely miss out Then you'll get posts like, there is a gap at blah blah blah on the chart, it'll hit there and bounce lol). Or number 3 as I am doing buy hold and wait. I don't know how many times this can be said. MONEY, MONEY, MONEY. We aren't making enough of it. When we do the rocketships will be posted.

Money is the only real thing that can help BRN now IMO. Unless someone like BMW does a Mercedes, even then without $$$$ it'll be the traders sugar fix.
 
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For those more in the know, what do we expect to be the next step from Renesas regarding their recent Tapeout?
I was under the impression that the Tapeout included testing, however I'm not sure if that means general functionality testing, or process testing regarding the wafer.

Will the chip they create undergo a series of Engineering samples similar to our AKD1000 when it first emerged?
Also is this an indication of an existing customer purchase or is it more likely Renesas creating a something they will market later?
The chips that come back from tape out will be engineering samples. Those samples will be stress tested to confirm expected performance. Any kinks that need to be worked out will be an iterative process. Once renesas are happy, they will then move to production versions.
 
It’s not condescending, I just believe you are wrong in your assessment. Give me 5 good reasons why these are not future revenue drivers and I will listen.

Here are 7 reasons I believe that it is not just fluff.

1. Access to new markets: Technology partners can bring in access to new markets that a company may not have been able to reach on its own. This can help Brainchip expand its customer base and increase revenue.

2. Complementing existing products/services: Technology partners like Arm, Intel, Si-Five can provide additional features and services that complements BrainChip’s existing products or services. This can make the company's offerings more attractive to customers and increase revenue.

3. Collaboration on new products: Technology partners can collaborate with Brainchip to develop new products or services. This can help our partners stay competitive and generate revenue from new offerings.

4. Reducing costs: Brainchip can help our partners reduce costs by providing access to IT infrastructure like Meta TF, CNN to SNN, and expertise in the field of let’s say Edge AI or neuromorphic technology that the company may not have in-house. This can help the company save money and increase profitability.

5. Faster time to market: Technology partners can help Brainchip get Akida to market faster by providing expertise, resources, and technology that the company may not have in-house. This can help the company generate revenue sooner than if it were to develop everything in-house.

6. Statements by our partners: The partnership agreements suggest that they are partnering for the benefit of their costumers.

Nviso has stated that their Partnership is not commercial yet, but that they look forward to it becoming a commercial one in the future.

It’s ok to disagree, and I would like to hear your take on it from your hugs and kisses Point of view.
I think you missed the huge amount of sarcasm in my post..
 
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D

Deleted member 118

Guest
OPPO article mentions production H2 CY2023 for launch next year. Most likely February/March when they launch new models. And they will launch their own SoC.

So if any new smartphones next year will have Akida IP they will have to be manufactured in H2 CY2023.

Vivo X90 launched 3 February, 2023 was first phone to use Snapdragon 8 Gen2 SoC. New Vivo model next year could be the first phone to have Prophesee tech. One to keep an eye on for specs.


OPPO to Launch its Own SoC in 2024: Here’s What We Know​

TECHNOLOGY
By Sidharth Joseph Last updated Feb 22, 2023

View attachment 30995


Chinese smartphone manufacturer, OPPO is planning to bring the company’s very own self developed SoC in 2024. This in-house chipset that the company will be introducing will make the brand much more independent and will give an extra advantage in terms of performance and pricing with its competitors.

Reports on the Chinese microblogging platform, Weibo reveals that OPPO has already started its work on its very own smartphone chipset which the company would release in 2024. The chipset is going to use 4nm manufacturing process and is expected to be made by TSMC. It is also expected that the chipset will be compatible with 5G smartphones.

It was from a MediaTek executive that we had first received the information about OPPO’s self made SoC and later an insider of OPPO had also revealed that the company has already started its works. Reports also reveal that the company has invested about 1.4 billion in the research and development of its chipset.

OPPO’s first custom made chipset, MariSilicon X was released in 2021 and was a 6nm imaging chipset. The company also has a connector chipset as well called MariSilicon Y. All these indicate that the brand in the future is trying not to depend more on leading SoC manufacturers like MediaTek and Qualcomm but to rely more on their own self developed chipsets.

Leading smartphone manufacturers like Samsung, Apple and Google already have their own chipsets and with OPPO also following the same trend, it will definitely enable the company to achieve independence and come to the forefront in the smartphone market.

https://www.thetechoutlook.com/news/technology/oppo-to-launch-its-own-soc-in-2024-heres-what-we-know/#:~:text=Chinese%20smartphone%20manufacturer%2C%20OPPO%20is,and%20pricing%20with%20its%20competitors.
Debayan Roy (Gadgetsdata)
@Gadgetsdata


Oppo's Self-Developed smartphone SoC is expected to arrive in next year, 2024.
• It is a 4nm SoC, supports 5G.
• The design process of this SoC is completed and it is ready to be sent into manufacturing in the 2nd Half of 2023.
• It might be manufactured by TSMC.
Via: Weibo



Another company to keep an eye on is MediaTek.

As the industry leader in developing powerful, highly integrated and efficient system-on-chip products, MediaTek is enabling the future of AI by creating an ecosystem of Edge-AI hardware processing paired with comprehensive software tools across its product range - smartphones to smart homes, wearables, IoT and connected cars.​


MediaTek NeuroPilot

We’re meeting the Edge AI challenge head-on with MediaTek NeuroPilot. Through heterogeneous computing capabilities such as CPUs, GPUs and APUs (AI processing units) we embed into our system-on-chip products, we are providing high performance and power efficiency for AI features and applications. Developers can target these specific processing units within the system-on-chip or, they can let MediaTek NeuroPoint SDK intelligently handle the processing allocation for them.

Learn how it works >



Many companies becoming active in edge AI. Hopefully, BRN's Akida will become a high volume building block for a majority of devices in future.


Osram recently partnered with MegaChips' other AI partner Quadric. Will be using Quadric's Chimera general purpose neural processor. Appears this application may be better suited to Quadric in leau of Akida. Or they don't know about Akida yet.

Quadric, Ams Osram to develop smart sensing solutions for edge-based applications​

Jan 11, 2023 | Abhishek Jadhav

Quadric, an edge AI chip provider, has partnered with Ams Osram, an optical solutions provider, to create a smart sensing solution for edge computing applications. The partnership will combine Ams Osram’s Mira family of CMOS sensors and Quadric’s Chimera general-purpose neural processors. Leveraging the power of both their respective strengths, Quadric says it has developed a low-power smart sensing module that combines image capturing and machine learning capabilities.

The Ams Osram Mira220 CMOS image sensor is designed for use in 2D and 3D consumer and industrial machine vision applications. With the intention of further enhancing its sensor and releasing versions with higher resolutions, Quadric is integrating future models of its CMOS sensors with a range of computing power from 1 to 16 TOPs in its Chimera processor lineup. Both companies showcased this sensing module at CES 2023.

The company says that the Mira CMOS image sensor family provides maximum resolution in a compact form factor while minimizing power consumption. By incorporating new modules within the Mira family, the company says it can provide a broad selection of resolutions that cater to different applications needing high performance and energy efficiency.

“The combination of Ams Osram’s sensors and Quadric’s processing into a single low-power module opens up vast new possibilities for the deployment of smart vision sensing,” said Joost Seijnaeve, the vice president and general manager of CMOS Image Sensors for Ams Osram.

The Quadric Chimera general-purpose neural processor has a unified hardware and software architecture optimized for on-device AI computing. This architecture enables the processor to execute matrix and vector operations, as well as scalar code within a single execution pipeline. The processor’s design combines a neural processor, digital signal processor and real-time CPU into an individual programmable core. This means that it is exceptionally proficient in dealing with multiple tasks, the company says.

“Quadric is excited to be joining forces with Ams Osram,” said Veer Kheterpal, the CEO at Quadric. “Empowering device makers with the capability for a fully-programmable smart sensing device at incredibly low power levels will open a vast new tranche of deployments of machine learning in edge devices.”

In March of 2022, Quadric raised $21 million in a Series B funding round led by mobility supplier Denso’s NSITEXE subsidiary. The company stated the funding would, among other things, accelerate advancements in its next-generation processor architecture.

Imagine going from being maybe number 6 or 7 in popular mobiles phone to breaking in the top 3
 
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D

Deleted member 118

Guest
Hi @chapman @Fact Finder it has been discussed before, I know many wont like it but why are BRN so conservative on announcing on ASX. ASX is to inform company's development to the its shareholder isnt. And i noticed every time they anounce something positive recently SP goies down :-(
 
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Terroni2105

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