BRN Discussion Ongoing

The big players in MCU market.


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30B MCU's were sold in 2021 which will increase to 70B in 2030.

The top 5 had 82.1% market share in 2021.
Good luck I have been pointing out this since at least January, 2021 but still so many cannot appreciate how significant the IP sale and taping out by Renesas the special category partner of Brainchip is in securing commercial success.

I suppose it’s a bit like preaching to the unwilling to be converted in a foreign language to their native tongue and discovering that they are also congenitally deaf and heavily medicated with opioids.😂🤣😂🤣😂🪁🪁🪁🪁🪁🪁🪁🪁

My opinion only DYOR
FF

AKIDA BALLISTA
 
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The Pope

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Thanks mate.

I have a good understanding of what is going on behind the scenes at BRN.

Without going into too much detail, I have been involved in sales & marketing successfully launching new tech/industrial products in Australia for US & European listed companies in the past. I was an Applications/Sales Engineer & then Regional Sales Manager reporting to CEO. Had long sales cycle similar to BRN & a multi-million dollar sales budget. Most of the things Rob, Jerome etc are doing at BRN I was doing as well.

The processes & methods the key hires at BRN learnt working for big name companies in the past are being replicated at BRN. Most importantly their ecosystem of contacts in the semiconductor industry is highly valuable for BRN.

We are at the pointy end now with revenue definitely commencing in H2 FY23.
Hi Steve10

I’m happy for you to go into a lot more detail with being involved in sales and marketing launching new products etc
Happy for you to private message me if you don’t want to share in forum 😊

Cheers
The pope
 
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D

Deleted member 118

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I suppose it’s a bit like preaching to the unwilling to be converted in a foreign language to their native tongue and discovering that they are also congenitally deaf and heavily medicated with opioids.😂🤣😂🤣😂🪁🪁🪁🪁🪁🪁🪁🪁

My opinion only DYOR
FF

AKIDA BALLISTA
Sounds like a good night, when we meeting up.
 
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White Horse

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And the Australian Wool Industry has lost out to synthetics. How did this happen? I’ll never understand why.

My opinion only DYOR
FF

AKIDA BALLISTA
Hi FF,
Animal Protection.
Natural fibres and animal skins are no no's.
Because animals have become more important than humans.
The big problem with this is, that the replacements will kill the human race.
The synthetics are are clogging our oceans, and getting into the food chain.
What a balls-up.
 
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Hi FF,
Animal Protection.
Natural fibres and animal skins are no no's.
Because animals have become more important than humans.
The big problem with this is, that the replacements will kill the human race.
The synthetics are are clogging our oceans, and getting into the food chain.
What a balls-up.
Agree but if you don’t shear a sheep it will eventually live in terrible circumstances.

The reason wool fell by the way is people are basically lazy as it takes more effort to wash and dry and is by reason or circumstance more expensive.

Regards
FF

AKIDA BALLISTA
 
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Diogenese

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The Food and Beverage industry has been significantly impacted by the advancement of artificial intelligence and machine learning techniques. Some of the commonly used techniques in this industry include Convolutional Neural Networks (CNN), Recurrent Neural Networks (RNN), Generative Adversarial Networks (GAN), and Artificial Neural Networks (ANN).


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This is equivalent to the NaNose VOCs. As long as there are sensors to detect the different chemicals, Akida can do the classification.
 
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Diogenese

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Diogenese

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Hi Steve10

I’m happy for you to go into a lot more detail with being involved in sales and marketing launching new products etc
Happy for you to private message me if you don’t want to share in forum 😊

Cheers
The pope
A private audience?
 
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Steve10

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ARM based MCU market is an excellent fit for BRN AI tech along with the emerging RISC-V based processor market.

ARM, Renesas, Qualcomm, NXP & STM all get a mention in following article as well as RISC-V.

Squeezing AI models into microcontrollers​

May 13, 2020 Sally Ward-Foxton

What do you get when you cross AI with the IoT? The artificial intelligence of things (AIoT) is the simple answer, but you also get a huge new application area for microcontrollers, enabled by advances in neural network techniques that mean machine learning is no longer limited to the world of supercomputers. These days, smartphone application processors can (and do) perform AI inference for image processing, recommendation engines, and other complex features.

Bringing this kind of capability to the humble microcontroller represents a huge opportunity. Imagine a hearing aid that can use AI to filter background noise from conversations, smart-home appliances that can recognize the user’s face and switch to their personalized settings, and AI-enabled sensor nodes that can run for years on the tiniest of batteries. Processing the data at the endpoint offers latency, security, and privacy advantages that can’t be ignored.

However, achieving meaningful machine learning with microcontroller-level devices is not an easy task. Memory, a key criterion for AI calculations, is often severely limited, for example. But data science is advancing quickly to reduce model size, and device and IP vendors are responding by developing tools and incorporating features tailored for the demands of modern machine learning.


TinyML takes off

As a sign of this sector’s rapid growth, the TinyML Summit, a new industry event held in February in Silicon Valley, is going from strength to strength. The first summit, held last year, had 11 sponsoring companies; this year’s event had 27, and slots sold out much earlier, according to the organizers. Attendance at TinyML’s global monthly meet-ups for designers has grown dramatically, organizers said.

“We see a new world with trillions of intelligent devices enabled by TinyML technologies that sense, analyze, and autonomously act together to create a healthier and more sustainable environment for all,” said Qualcomm Senior Director Evgeni Gousev, co-chair of the TinyML Committee, in his opening remarks at a recent conference.

Gousev attributed this growth to the development of more energy-efficient hardware and algorithms, combined with more mature software tools. Corporate and venture-capital investment is increasing, as are startup and M&A activity, he noted.

Today, the TinyML Committee believes that the tech has been validated and that initial products using machine learning in microcontrollers should hit the market in two to three years. “Killer apps” are thought to be three to five years away.

A big part of the tech validation came last spring when Google demonstrated a version of its TensorFlow framework for microcontrollers for the first time. TensorFlow Lite for Microcontrollers is designed to run on devices with only kilobytes of memory (the core runtime fits in 16 KB on an Arm Cortex-M3; with enough operators to run a speech keyword-detection model, it takes up a total of 22 KB). It supports inference but not training.

Big players

The big microcontroller makers, of course, are watching developments in the TinyML community with interest. As research enables neural network models to get smaller, the opportunities get bigger. Most have some kind of support for machine-learning applications. For example, STMicroelectronics has an extension pack, STM32Cube.AI, that enables mapping and running neural networks on its STM32 family of Arm Cortex-M–based microcontrollers.

Renesas Electronics’ e-AI development environment allows AI inference to be implemented on microcontrollers. It effectively translates the model into a form that is usable in the company’s e2 studio, compatible with C/C++ projects.

NXP Semiconductors said it has customers using its lower-end Kinetis and LPC MCUs for machine-learning applications. The company is embracing AI with hardware and software solutions, albeit primarily oriented around its bigger application processors and crossover processors (between application processors and microcontrollers).


Strong Arm-ed

Most of the established companies in the microcontroller space have one thing in common: Arm. The embedded-processor–core giant dominates the microcontroller market with its Cortex-M series. The company recently announced the brand new Cortex-M55 core, which is designed specifically for machine-learning applications, especially when used in combination with Arm’s Ethos-U55 AI accelerator. Both are designed for resource-constrained environments. But how can startups and smaller companies seek to compete with the big players in this market?

“Not by building Arm-based SoCs, because [the dominant players] do that really well,” laughed XMOS CEO Mark Lippett. “The only way to compete against those guys is by having an architectural edge … [that means] the intrinsic capabilities of the Xcore in terms of performance, but also the flexibility.”

XMOS’s Xcore.ai, its newly released crossover processor for voice interfaces, will not compete directly with microcontrollers, but the sentiment still holds true. Any company making an Arm-based SoC to compete with the big guys better have something pretty special in its secret sauce.

Scaling voltage and frequency​

Startup Eta Compute released its much-anticipated ultra-low-power device during the TinyML show. The ECM3532 can be used for machine learning in always-on image-processing and sensor-fusion applications with a power budget of 100 µW. The chip uses an Arm Cortex-M3 core plus an NXP DSP core — either or both of which can be used for ML workloads. The company’s secret sauce has several ingredients, but the way it scales both clock frequency and voltage on a continuous basis, for both cores, is key. The approach saves a lot of power, particularly because it’s achieved without a phase-locked loop (PLL).

With viable competitors to Arm now out there, including the up-and-coming instruction-set architecture offered by the RISC-V foundation, why did Eta Compute choose to use an Arm core for ultra-low-power machine-learning acceleration? “The simple answer is that the ecosystem for Arm is just so well-developed,” Eta Compute CEO Ted Tewksbury told EE Times Europe. “It’s just much easier to go to production [with Arm] than it is with RISC-V right now. That situation could change in the future … RISC-V has its own set of advantages; certainly, it’s good for the Chinese market. But we’re looking primarily at domestic and European markets right now with the ecosystem for [our device].”

Tewksbury noted that the major challenge facing the AIoT is the breadth and diversity of the applications. The market is rather fragmented, with many relatively niche applications commanding only low volumes. Altogether, however, this sector potentially extends to billions of devices. “The challenge for developers is that they cannot afford to invest the time and the money in developing customized solutions for each one of those use cases,” Tewksbury said. “That’s where flexibility and ease of use become absolutely paramount. And that’s another reason why we chose Arm — because the ecosystem is there, the tools are there, and it’s easy for customers to develop products quickly and get them to market quickly without a lot of customization.”

After keeping its ISA under lock and key for decades, Arm finally announced in October that it would allow customers to build their own custom instructions for handling specialist workloads such as machine learning. That capability, in the right hands, may also offer the opportunity to reduce power consumption.

Eta Compute can’t take advantage of it just yet, because the new policy does not apply retroactively to existing Arm cores, so it is not applicable to the M3 core that Eta is using. But could Tewksbury see Eta Compute using Arm custom instructions in future product generations to cut power consumption further? “Absolutely, yes,” he said.

Alternative ISAs​

RISC-V has been getting a lot of attention this year. The open-source ISA allows the design of processors without a license fee, whereas designs based on the RISC-V ISA can be protected as with any other type of IP. Designers can pick and choose which extensions to add, including their own customized extensions.

French startup GreenWaves is one of several companies using RISC-V cores to target the ultra-low–power machine-learning space. Its devices, GAP8 and GAP9, use eight- and nine-core compute clusters, respectively. Each device also has an additional core that handles control functions.

Martin Croome, vice president of business development at GreenWaves, explained to EE Times Europe why the company uses RISC-V cores.

“The first reason is RISC-V gives us the ability to customize the cores at the instruction-set level, which we use heavily,” said Croome, adding that the custom extensions are used to reduce the power of both machine-learning and signal-processing workloads. “When the company was formed, if you wanted to do that with any other processor architecture, it was either impossible or it was going to cost you a fortune. And the fortune it was going to cost you was essentially your investor’s money going to a different company, and that is very difficult to justify.”

GreenWaves’ custom extensions alone give its cores a 3.6× improvement in energy consumption over unmodified RISC-V cores. But Croome also said that RISC-V has fundamental technical benefits that are simply due to its being new. “It’s a very clean, modern instruction set; it doesn’t have any baggage,” he said. “So from an implementation perspective, the RISC-V core is actually a simpler structure, and simple means less power.”

Croome also cited control as an important factor. The GAP8 device has eight cores in its compute cluster, and GreenWaves needs very fine, detailed control over the core execution to allow maximum power efficiency. RISC-V enables that, he said. “In the end, if we could have done all of that with Arm, we would have done all of that with Arm; it would have been a much more logical choice … because no one ever got fired for buying Arm,” he joked. “The software tools are there to a level of maturity which is far higher than RISC-V … but, that said, there’s now so much focus on RISC-V that those tools are increasing in maturity very fast.”

In summary, while some see Arm’s hold on the microprocessor market as weakening, in part because of increased competition from RISC-V, the company is responding by allowing some customized extensions and developing new cores designed for machine learning from the outset.

In fact, there are both Arm and non-Arm devices coming to the market for ultra-low-power machine-learning applications. As the TinyML community continues to work on reducing neural network model size and developing dedicated frameworks and tools, this sector will blossom into a healthy application area that will support a variety of device types.
 
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Deadpool

hyper-efficient Ai
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Diogenese

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TheFunkMachine

seeds have the potential to become trees.
Has anyone established a direct link between BRN and QComm, other than the Merc association?
I would say the biggest possible connection is trough prophesee and their recent announcement to bring prophecy into mobile phone in conjunction with Qualcomm.

As you know we are partners with Prophesee and they have given us much praise saying things like without brainchip they are only half a solution etc.

Still only speculation, but I think Qualcomm would be aware of us at a very minimum trough this deal.

https://www.linkedin.com/posts/edge...4-MFUv?utm_source=share&utm_medium=member_ios
 
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Learning

Learning to the Top 🕵‍♂️
I have attached Socionext Consolidad Financial 3Q 2023/3 (PDF)

Screenshot_20230320_212945_Samsung Notes.jpg


Just a little refresher.

"Advanced AI Solutions for Automotive
Socionext has partnered with artificial intelligence provider BrainChip to develop optimized, intelligent sensor data solutions based on Brainchip's Akida® processor IP.

BrainChip's flexible AI processing fabric IP delivers neuromorphic, event-based computation, enabling ultimate performance while minimizing silicon footprint and power consumption. Sensor data can be analyzed in real-time with distributed, high-performance and low-power edge inferencing, resulting in improved response time and reduced energy consumption."


So did Socionext just start a new business models Solution SoC because of Brainchip's Akida IP???

Screenshot_20230320_215525_LinkedIn.jpg



Learning 🏖
 

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Slade

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I have attached Socionext Consolidad Financial 3Q 2023/3 (PDF)

View attachment 32683

Just a little refresher.

"Advanced AI Solutions for Automotive
Socionext has partnered with artificial intelligence provider BrainChip to develop optimized, intelligent sensor data solutions based on Brainchip's Akida® processor IP.

BrainChip's flexible AI processing fabric IP delivers neuromorphic, event-based computation, enabling ultimate performance while minimizing silicon footprint and power consumption. Sensor data can be analyzed in real-time with distributed, high-performance and low-power edge inferencing, resulting in improved response time and reduced energy consumption."


So did Socionext just start a new business models Solution SoC because of Brainchip's Akida IP???

Learning 🏖
“So did Socionext just start a new business models Custom SoC because of Brainchip's Akida IP???”

Very possible because I bet that’s what MegaChips is also doing.
 
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ndefries

Regular
I have attached Socionext Consolidad Financial 3Q 2023/3 (PDF)

View attachment 32683

Just a little refresher.

"Advanced AI Solutions for Automotive
Socionext has partnered with artificial intelligence provider BrainChip to develop optimized, intelligent sensor data solutions based on Brainchip's Akida® processor IP.

BrainChip's flexible AI processing fabric IP delivers neuromorphic, event-based computation, enabling ultimate performance while minimizing silicon footprint and power consumption. Sensor data can be analyzed in real-time with distributed, high-performance and low-power edge inferencing, resulting in improved response time and reduced energy consumption."


So did Socionext just start a new business models Solution SoC because of Brainchip's Akida IP???

View attachment 32684

Learning 🏖
So what is peoples take on how socio does not already have an IP licence. They literally have designed products that rely on Akida.

I ask because if they have somehow avoided the need what sort of deal has been struck.

Why would they not sign it now rather than later as they are not hiding the relationship or product.

Because if they can get away with not having one is this the same situation that will apply to prophesee?
 
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TheFunkMachine

seeds have the potential to become trees.
Has this chip been discussed before. I just saw something that sparked my interest. Hailo has just released a new product family for vision sensors at the edge. Their product family has 3 options. Low, medium and high. This sounds very similar to brainchip akida 2.0 and their three versions.

Can maybe @Diogenese have a sneak peak at their patents for these chips and sniff out some Akida IP pretty please?:)

To further my interest Anil Mankar liked their post.

If Hailo for example got their chip built trough Megachips, could they do so without signing IP with brainchip?

Only very basic speculations.https://www.linkedin.com/posts/lira...0-G3rL?utm_source=share&utm_medium=member_ios
 

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Another mention:
 
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Good morning/afternoon/evening, wherever you are viewing this platform.

Is this current window of opportunity rapidly coming to an end, well, I believe so, 45c is a complete fabrication of the truth, things are about
to explode on a worldwide scale (my educated opinion).

Tech Ecosystem


This is the biggest change of direction that our company embarked on within months of Sean taking over the reigns, he
is passionate, competitive, well researched, is etching out a direct path to success for the benefit of all.

Many would have seen a number of years ago the slide of a potential roadmap unveiling the future direction of AKIDA,
that is, AKD 1 through to AKD 10, being (AGI).

Last week I spoke with Peter briefly to ask him to please explain or more to the point, clarify what he actually meant when
referring to AGI, as many would already know, the Singularity suggests a future world where humans lose their sense of
reality and technology gets out of control, Peter was very clear in expressing his views on this matter, with the emphasis on
Beneficial AI .

"We don't expect to achieve AGI by 2030"

There may be more than 7 chips taped out, there maybe IP's developed for specific customers, I really get the sense that we are
being extremely flexible and accommodating, yes we are a young start-up, and it's natural to want to please all potential clients,
so this business attitude will be respected to the point that we are going to end up in a much stronger, commanding position
in the overall market.

After receiving Peter's reply I had to readdress my own understanding, without realizing it as such, I was still locked into Lou's
earlier roadmap, which has changed for the better in my personal opinion.

Another area where my own understanding was wrong, was in the fact that, despite us changing direction rather sharply 3 months prior
to the last AGM, we are still potentially going to be supplying NSoC for specific customers for specific end user cases (products).

Finally, may I say that @Steve10 you have become a very strong contributor on this forum, you present excellent material and are
nicely balanced in your views, your figures give many food for thought, so from me personally, I say thank you. (y)

From a rather hot day in Perth, I say cheers everyone. Tech :cool:
Hey Tech, I might be missing something and it's really no big deal to me..

But are you saying, Peter said..

"We don't expect to achieve AGI by 2030"?

I thought in the podcast before last, he said he expected to reach A.G.I. With AKIDA 10, by 2030?

I know it's something Uiux is hanging out for..
But again, I don't think we need it..

And it's just a goal, maybe he thought he had overreached, in his expectations?..
 
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Want to come up and see my etchings?:ROFLMAO:
Asking if someone wants to come over and help count your Krugerrands, is a more advanced strategy 😉

_20230320_223331.JPG
 
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Slade

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So what is peoples take on how socio does not already have an IP licence. They literally have designed products that rely on Akida.

I ask because if they have somehow avoided the need what sort of deal has been struck.

Why would they not sign it now rather than later as they are not hiding the relationship or product.

Because if they can get away with not having one is this the same situation that will apply to prophesee?
My take on it is that Sean knows what he is doing.
 
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