Steve10
Regular
The PAA can only be bestowed with an estimate of SP for the corresponding periods Dec 2023, 2028, 2030![]()
Who's first?
The PAA can only be bestowed with an estimate of SP for the corresponding periods Dec 2023, 2028, 2030![]()
I'll go last after we hit $2.75.
Actually they might be onto something here. Brainchip's Studio if memory serves me at $3,800 failed to sell in a solid world economy without wars all over the shop and Europe having plenty of energy.Seriously SynSense are dreaming with their pricing for Speck.
Somebody requested pricing for one unit for home hobby & price is $4k. Try putting that into a smartphone. LOL
Small market only for very expensive low volume industrial applications. Appears to do object classification, object detection, object tracking etc but no learning & it uses CNN (not ideal for Prophesee).
jason
10 days ago (edited)
Can you purchase one (speck dvs camera) at the hobbyist level (a few hundred dollars?)
Open Neuromorphic
8 days ago
You mean the Speck SoC? Unfortunately, the price for that one is set to 4k$, since it is an ASIC recently introduced.
For those that don't know what Speck is here are details:
Speck™ is a fully event-driven neuromorphic vision SoC. Speck™ is able to support large-scale spiking convolutional neural network (sCNN) with a fully asynchronous chip architecture. Speck™ is fully configurable with the spiking neuron capacity of 320K. Furthermore, it integrates the state-of-art dynamic vision sensor (DVS) that enables fully event-driven based, real-time, highly integrated solution for varies dynamic visual scene. For classical applications, Speck™ can provide intelligence upon the scene at only mWs with a response latency in few ms.
View attachment 32719
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Speck™: Event-Driven Neuromorphic Vision SoC | SynSense
Speck is the world’s first fully event-driven neuromorphic vision SoC using the dynamic vision sensing and the spiking neural network technology.www.synsense.ai
A really exciting parlour game is to combine darts with pin-the-tail-on-the-donkey.Seriously SynSense are dreaming with their pricing for Speck.
Somebody requested pricing for one unit for home hobby & price is $4k. Try putting that into a smartphone. LOL
Small market only for very expensive low volume industrial applications. Appears to do object classification, object detection, object tracking etc but no learning & it uses CNN (not ideal for Prophesee).
jason
10 days ago (edited)
Can you purchase one (speck dvs camera) at the hobbyist level (a few hundred dollars?)
Open Neuromorphic
8 days ago
You mean the Speck SoC? Unfortunately, the price for that one is set to 4k$, since it is an ASIC recently introduced.
For those that don't know what Speck is here are details:
Speck™ is a fully event-driven neuromorphic vision SoC. Speck™ is able to support large-scale spiking convolutional neural network (sCNN) with a fully asynchronous chip architecture. Speck™ is fully configurable with the spiking neuron capacity of 320K. Furthermore, it integrates the state-of-art dynamic vision sensor (DVS) that enables fully event-driven based, real-time, highly integrated solution for varies dynamic visual scene. For classical applications, Speck™ can provide intelligence upon the scene at only mWs with a response latency in few ms.
View attachment 32719
![]()
Speck™: Event-Driven Neuromorphic Vision SoC | SynSense
Speck is the world’s first fully event-driven neuromorphic vision SoC using the dynamic vision sensing and the spiking neural network technology.www.synsense.ai
Hey I like cats, but any company that develops "cat like" intelligence, is going to be a failure.
How often is something like a C.A.I. doorbell, going to "feel" like working?
I can already imagine the frustration
"Hey! I know you know it's me, let me in damn it!"
View attachment 32712
True, AI for MCU’s may only account for 1% of current market but perhaps let’s add some more use cases for existing MCU market including low power consumption, scalability and compact size.All the MCU's will not be for AI applications.
I would allow approx. 1% for AI enabled MCU's x 30B in 2023 = 300M chips TAM.
In three years I would allow 5-10% for AI enabled MCU's x 42B = 2.1-4.2B chips TAM.
2.1-4.2B chips x 10% BRN market share = 210-420M chips x 30c BRN royalty = $63-126M revenue.
(I have allowed 30c for royalty, however, AI enabled MCU's appear to be priced at around $20 x 2-3% royalty = 40-60c)
With 30% market share = $189-378M revenue x 60% EBITDA = $113.4-226.8M x 0.7 if taxed in Australia = $79.4-158.8M NPAT x PE60 =$4.76-9.52B MC.
It appears that most of the MCU market future growth will be in AI enabled MCU's.
By 2030 there will be approx. 70B MCU's per year - 30B in 2023 = 40B per year growth within 7 years.
Most likely 80% of the 40B MCU future growth will be for AI applications = 32B / 70B total = 45.7% of MCU's will be AI enabled by 2030 when there will be mass adoption.
So in 2030 if 32B MCU's are AI enabled x 10% BRN market share = 3.2B x 30c royalty = $960M revenue x 60% EBITDA = $576M x 0.7 ATO = $403.2M NPAT x PE60 = $24.2B MC. With 30% market share MC will be $72.6B.
(PE could be as high as 100. Nvidia is currently trading at PE 148.65)
Revenue growth will be similar to J-curve as mass adoption takes place. We are at the early adoption phase at the moment with early mass adoption expected within 3-6 years.
Yes, this is very true and sometimes obviously so.Don’t get sucked into the ChatGPT vortex Steve.
She/he is a dirty little lying bastardmost of the time
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True, AI for MCU’s may only account for 1% of current market but perhaps let’s add some more use cases for existing MCU market including low power consumption, scalability and compact size.
Do you think royalty would be 30c per chip, my research is indicating an average sale price of $1 per chip and from Pitt St report I think off the top of my head iP royalty can charge between 5-15%, higher the more unique it is.
Popular Science:
Why the Air Force wants 1,000 new combat drones
Story by Kelsey D. Atherton • Yesterday 10:00 pm
https://www.msn.com/en-au/news/tech...1&cvid=004d1971adbe4ab88b61e54026f6a087&ei=76
Scroll down to the video:
1:25 - "a high performance aircraft capable of autonomous action"
Will this use the brains of the Boeing "Loyal Wingman" developed in Australia?
https://en.wikipedia.org/wiki/Boeing_MQ-28_Ghost_Bat
The Boeing MQ-28 Ghost Bat, previously known as the Boeing Airpower Teaming System (ATS) and the Loyal Wingman project, is a stealth, multirole, unmanned aerial vehicle in development by Boeing Australia for the Royal Australian Air Force (RAAF). It is designed as a force multiplier aircraft capable of flying alongside manned aircraft for support and performing autonomous missions independently using artificial intelligence.[4]
Love your work Steve10, but graphs and charts like that are a lie.
Hi DB are we talking "Lies, Damn Lies and Statistics"?Love your work Steve10, but graphs and charts like that are a lie.
A weighted market, will always "recover".
They are a lie, because the companies that make up the indexes, are always changing.Hi DB are we talking "Lies, Damn Lies and Statistics"?