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Just got this email, not sure if posted, but too busy working to look
A thought retrospective:
“Teksun focuses on end to end IoT product development and enabling intelligent solutions, such as predictive and preventative maintenance devices, analytics and diagnostics for portable healthcare, and vision based devices for security and surveillance. The partnership between BrainChip and Teksun proliferates intelligence through the Teksun product development channels.”
The above quote is from the Partners page on the Brainchip website. Teksun is categorised under the same heading as MegaChips that Peter van der Made as acting CEO said of that the market did not understand the significance of this partnership to Brainchip’s commercial success.
In the website quote above Brainchip claims that with Teksun they will proliferate intelligence through Teksun development channels.
What does proliferate mean:
“proliferate \pruh-LIF-uh-rayt\ verb. 1 : to grow or cause to grow by rapid production of new parts, cells, buds, or offspring. 2 : to increase or cause to increase in number as if by proliferating : multiply.3 Mar 2023”
So what are Teksun’s development channels:
Too HUGE to fit here so enjoy its YouTube presentations:
If you have less time than the rest of your life if you avoid sleeping to watch all of the above then this is a brief summary:
Our Domains
Teksun helps businesses, technology providers, and start-ups build products in the domains of:
Home Automation,
Wearable,
Consumer Electronics,
Industrial Automation, Semiconductor,
Aerospace,
Automotive,
Healthcare,
Agritech, and
more - to be found here:
Industries We Serves | Product Development solutions | Teksun
Teksun Inc provides exceptional Product Development solutions and services spanning across a range of industries inclusive of Automotive, Agritech, and Biotech.teksun.com
We provide consulting, development, testing, support, and maintenance to a wide range of mentioned domains.”
So when you consider that Teksun was so keen to get the word out about Brainchip it put up an unauthorised statement about Brainchip on their Website revealing not yet revealed customers of Brainchip in Cisco and Toshiba which was quickly removed once Brainchip discovered this breach how do you think Peter van der Made would describe the partnership with Teksun if he was still the Acting CEO by reference to how he rated the partnership with MegaChip.
Is that the sound of fireworks I can hear in the background.
My opinion only DYOR
FF
AKIDA BALLISTA
Great stuff @Steve10Should mention that the five largest microcontroller suppliers develop and sell ARM-based MCUs.
Perfect recipe for BRN large market share.
Full article here: https://www.emsnow.com/the-five-biggest-mcu-suppliers-accounted-for-82-of-2021-sales/
Looks good to me!Great stuff @Steve10
If we take the mid range of 50bn microcontrollers by around 2026 we could be looking at a market cap of $45bn for just MCU’s.
50b units
x $1 per MCU price
x $0.10 or 10% royalty
x 30% BRN market share
= $1.5bn revenue
x 30 price to sales
= $45bn market cap
Hey I like cats, but any company that develops "cat like" intelligence, is going to be a failure.Still, what is AGI?
I suppose that a human is GI, but what about a dolphin? A Pig? A Dog? A Cat? At what level does General Intelligence stop?
Where does AGI start?
Could Akida-P maybe compete with a cat in regards to intelligence, although it's a significantly different kind of intelligence?
I understand that wet-ware neural networks operate at very low frequencies, something like 50-70 hz. But have much more neurons. Supposedly a cat has a bit more than 500 million neurons. The previous Akida 1.0 could be connected to have up around 70 million neurons, but operating at hundreds of millions of hz. How about Akida 2.0 P? Performing 50 TFLOPS (the Akida 2.0 kind)?
I think the debate about if AGI is here starts now and will last until long after AGI has surpassed GI.
The Institute for Model-based Qualification & Certification of Additive Manufacturing (IMQCAM), a $15 million project spread over five years, will be co-directed by Tony Rollett, a professor of materials science and engineeringat CMU, and Michael Callas, a professor of civil and systems engineering at Johns Hopkins University."The STRI affords us an opportunity for a major collaboration through which we can construct the models that our partners at NASA very much need." — Tony Rollett
Great stuff @Steve10
If we take the mid range of 50bn microcontrollers by around 2026 we could be looking at a market cap of $45bn for just MCU’s.
50b units
x $1 per MCU price
x $0.10 or 10% royalty
x 30% BRN market share
= $1.5bn revenue
x 30 price to sales
= $45bn market cap
What?On driving holiday to Melbourne and couldn't help myself to this little man at Parkes Observatory View attachment 32716
Good Afternoon Steve10,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 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.
The PAA can only be bestowed with an estimate of SP for the corresponding periods Dec 2023, 2028, 2030Good Afternoon Steve10,
Love all of your workings.
I hereby bestow the prestigious abbicus award upon thee.
.
Top job.
Regards,
Esq.
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
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