BRN Discussion Ongoing
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equanimous
Norse clairvoyant shapeshifter goddess
Good Morning Fact Finder,
Agree, yet it's a pretty easy thing to clarify, officially , simple no or a more detailed yes.
As of posting this another 4 companys have released clarification.
FZO, SDR,360 & XRO
From our Annual report 24/2/2022
Regards,
Esq.
[/QUOTE]
Attachments
TheDrooben
Pretty Pretty Pretty Pretty Good
Recent Blog
community.arm.com
Larry
Cortex-M85: Safety and performance updates
This blog outlines new updates to the Arm Cortex-M85 CPU to improve safety, flexibility and performance for IoT and automotive markets.
community.arm.com
Larry
Steve10
Regular
ARM shipped 8B chips last quarter = 32B pa.
If 5% of ARM chips are shipped with BRN IP = 1.6B chips pa x 30 cents royalty = $480M revenue.
A tiny 1% = 320M chips pa x 30 cents royalty = $96M revenue.
Once a few of the large semiconductor companies incorporate BRN IP the target will be the 1.15T chips pa semiconductor industry.
If 5% of ARM chips are shipped with BRN IP = 1.6B chips pa x 30 cents royalty = $480M revenue.
A tiny 1% = 320M chips pa x 30 cents royalty = $96M revenue.
Once a few of the large semiconductor companies incorporate BRN IP the target will be the 1.15T chips pa semiconductor industry.
Fact Finder
Top 20
[/QUOTE]
Don’t forget Brainchip’s Chief Financial Officer is in the USA where it is Sunday.
If he is fast asleep in bed dreaming of AKIDA robots and rocket ships travelling to distant galaxies controlled by AKIDA then everything is fine with Brainchip.
Knowing his obsessive adherence to the rules if there was a problem he would have a notice already filed with the ASX rather than risk any form of criticism let alone an allegation he delayed notifying the market of a material event.
My opinion only DYOR
FF
AKIDA BALLISTA
GStocks123
Regular
You would expect an IP agreement following this if release?
robsmark
Regular
F**K Yeah!!!!!!!
This is a huge milestone for Brainchip… No ASX announcement?
BaconLover
Founding Member
Not a bad feat to be involved here.
Arm debuts new Cortex-M85 chip for connected devices - SiliconANGLE
Arm debuts new Cortex-M85 chip for connected devices - SiliconANGLE
siliconangle.com
We knew about this from ARM themselves, as it is shown on their website, but validation confirmation is a welcome info.
Partner Catalog Results – Arm®
www.arm.com
Steve10
Regular
Who are ARM Licensees?
ARM Licensees are companies with licenses from ARM to manufacture and integrate into their own System on chip (SoC) with other components.
ARM licenses IP to over 1,000 global partners (including Samsung, Apple, and Microsoft and other big names).
How many ARM licensees are there?
In 2021, there were 160 licensees. That's 15 less licensees than in 2020!
| Year | Number of licensees |
|---|---|
| 2021 | 160 licensees |
| 2020 | 175 licensees |
| 2019 | 147 licensees |
| 2018 | 125 licensees |
| 2017 | 141 licensees |
| 2016 | 113 licensees |
| 2015 | 182 licensees |
How many ARM-based chips were shipped?
In 2021, Arm reported shipped 29 billion Arm-based chips.
| Year | Number of ARM chip shipments |
|---|---|
| 2021 | 29.2 billion ARM chip shipments |
| 2020 | 25 billion ARM chip shipments |
| 2019 | 22.8 billion ARM chip shipments |
| 2018 | 22.7 billion ARM chip shipments |
| 2017 | 21.3 billion ARM chip shipments |
| 2016 (Q4) | 5.1 billion ARM chip shipments |
How many chips ARM licensees shipments are there?
In December 2021, Arm’s licensees reported shipments of 7.8 billion ARM-based chips.
Below you can see a list of processors that were shipped worldwide throughout the 2015-2021 interval.
| Breakdown by processor (million) | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|
| Classic (Arm7, Arm9, Arm11) | 517 | 500 | 499 | 499 | - | - | - |
| Cortex-A | 265 | 290 | 334 | 363 | - | - | - |
| Cortex-R | 65 | 78 | 94 | 106 | - | - | - |
| Cortex-M | 363 | 425 | 482 | 539 | 4,200 | 4,400 | - |
| Mali | 138 | 149 | 168 | 187 | - | - | - |
| Total (x 1,000,000) | 1,348 | 1,442 | 1,577 | 1,674 | 6,400 | 6,700 | 7,800 |
Renesas will be in the above category of 4.4B (2021) Cortex-M chips shipped per year. If Cortex-M numbers rise 400M YOY similar to 2019 to 2020 then there will be 5.6B in 2023 & 6B in 2024 shipped by licensees.
ARM Revenue and Growth Statistics (2024) | SignHouse
Key ARM user stats. Includes data on ARM's valuation, revenue, investments, number of employees, and more.
www.usesignhouse.com
Fact Finder
Top 20
There is clearly a demand for the AKIDA powered Cortex M85:Recent Blog
Cortex-M85: Safety and performance updates
This blog outlines new updates to the Arm Cortex-M85 CPU to improve safety, flexibility and performance for IoT and automotive markets.
Larry
“The continuous need for higher processing capabilities results in the implementation of high performing processors, like Cortex-M85. At the same time, this raises the need for custom hardware accelerators, and the necessity for easy integration to the existing CPU. Accelerators are treated as memory-mapped IPs, through an internal coprocessor interface. Legacy Cortex-M CPUs, like Cortex-M33, implement such an interface, allowing the hardware accelerators to be closely integrated to the processor, and reducing the latency in data and instruction transfers. However, some applications require the execution of specialized data processing functions on the CPU, so that they can operate directly on general-purpose registers.
This need is addressed through Arm Custom Instructions (ACI), with Cortex-M85 – alongside Cortex-M55 – also implementing this feature. ACI allows chip designers to include custom defined data processing instructions directly on the Cortex-M processor, and enables the users to implement their own instructions by using the existing Cortex-M85 hardware”
My opinion only DYOR
FF
AKIDA BALLISTA
supersonic001
Regular
BrainChip on LinkedIn: BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI…
BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI Capabilities for Edge Devices https://lnkd.in/gG-9i3z8
Steve10
Regular
ARM have 90% market share for controllers in IoT devices & 34% processor market share.
In 2019, ARM's market processor share was 34% with a market value of $138 billion.
Above you can see other markets, shares, and values within the seminconductors market.
And 90% market share in mobile application processors.
ARM processor market share (semiconductors market)
In 2019, ARM's market processor share was 34% with a market value of $138 billion.
| Markets | Market Share | Market Value |
|---|---|---|
| Controller in IoT Devices | 90.00% | $4 billion |
| Microcontrollers/SIM Cards | 25.00% | $10 billion |
| Consumer Electronics | 42.00% | $15 billion |
| Other chips | 38.00% | $11 billion |
| All chips with processors | 34.00% | $138 billion |
And 90% market share in mobile application processors.
ARM market share across key technology markets
| Markets | Percentage of market share |
|---|---|
| Mobile application processors | 90% |
| Network equipment | 32% |
| Data centre/ cloud | 5% |
| IoT application processor | 90% |
| In-vehicle infotainment and driver assistance | 75% |
Welcome news. Futures up.
finance.yahoo.com
U.S. government guarantees all Silicon Valley Bank deposits, money available Monday
Silicon Valley Bank depositors will be made whole and have access to their money starting Monday morning, according to a statement from the Treasury, Fed, and FDIC on Sunday.
Lex555
Regular
Yep double good news today! Depositors will have access to all their money. That clears this mess up!Welcome news. Futures up.
U.S. government guarantees all Silicon Valley Bank deposits, money available Monday
Silicon Valley Bank depositors will be made whole and have access to their money starting Monday morning, according to a statement from the Treasury, Fed, and FDIC on Sunday.
Fact Finder
Top 20
Sssh can you keep the noise down Ken is trying to sleep.
White Horse
Regular
Hi all,
Just when some were probably asking, is our ARM relationships being damaged by our new partners, which in some minds would seem to be in direct competition, comes an announcement that takes your breath away.
I was only thinking the other day, that things had been pretty quiet on the ARM front.
But sure enough, out of the blue,!!!!!!!!
There has been some dot joining recently, as FF said the dots are turning to blobs (not quite what he said, but you know what I mean).
Looks to me, that someone has knocked over the ink-well.
The old adage comes to mind.
It's the quiet ones, you gotta watch.
Exciting times.
Just when some were probably asking, is our ARM relationships being damaged by our new partners, which in some minds would seem to be in direct competition, comes an announcement that takes your breath away.
I was only thinking the other day, that things had been pretty quiet on the ARM front.
But sure enough, out of the blue,!!!!!!!!
There has been some dot joining recently, as FF said the dots are turning to blobs (not quite what he said, but you know what I mean).
Looks to me, that someone has knocked over the ink-well.
The old adage comes to mind.
It's the quiet ones, you gotta watch.
Exciting times.
Last edited:
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