BRN Discussion Ongoing
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alwaysgreen
Top 20
I'm keeping a low profile on here at the moment but I will say one thing.
I did have a conversation with Tony Dawe in my hiatus and his direct quote to me asking about companies purchasing licenses through third parties (such as Megachips) was this:
"It seems highly unlikely that a customer of one of our licensees would keep its use of neuromorphic AI a secret for very long.
Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors".
So hopefully, the floodgates are released soon and we hear of a number of products utilising Akida. Also, whoever has already purchased through Megachips, please shout it from the rooftops! (edit: likely it is Mercedes as stated by DB below)
I did have a conversation with Tony Dawe in my hiatus and his direct quote to me asking about companies purchasing licenses through third parties (such as Megachips) was this:
"It seems highly unlikely that a customer of one of our licensees would keep its use of neuromorphic AI a secret for very long.
Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors".
So hopefully, the floodgates are released soon and we hear of a number of products utilising Akida. Also, whoever has already purchased through Megachips, please shout it from the rooftops! (edit: likely it is Mercedes as stated by DB below)
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DingoBorat
Slim
"has not been a licensed agreement with Mercedes Benz signed yet"
You can't say that as a a fact TasTroy, only as an assumption, on your part.
For my part, I'd bet money, that one of the licence agreements secured by MegaChips (which we've received funds for) was with Mercedes.
Ok so the silence on AKIDA being utilised might not be solely because of NDA's but simply because no one has yet employed AKIDA in their products (in a commercial sense anyway). Or perhaps they are really close to letting the cat out of the bag after prolonged R&D. I wonder if our management team can shed any light on licensee numbers, progress etc. Surely they are updated through the licensees.
alwaysgreen
Top 20
I would also agree with that. I believe Merc has signed through Megachips but that is purely speculation (I'd prefer to call it an educated assumption).
It would be great if they would provide that information but I don't see it being forthcoming.
TasTroy77
Founding Member
Hi DingoBorat
No I can't but for Mercedes Benz to be branded on the Brainchip website one would think that they are a stand alone not through Megachips or Renesas.
Man I would love to be totally wrong believe me.
DingoBorat
Slim
It's not about being stand alone, it is likely Mercedes needs MegaChips's help, to integrate the BrainChip IP into their A.I. solutions (remember, that they have also just helped BrainChip, with the backend design of AKIDA1500).
Remember from the Strategic Partnership agreement with MegaChips.
"By partnering with BrainChip, MegaChips is able to quickly and easily maintain its industry innovator status by supplying solutions and applications that leverage the Akida revolutionary technology in markets such as automotive, IoT, cameras, gaming and industrial robotics"
Now sure, Mercedes could licence the IP directly from us, or they could licence it through the party designing their ASICS (assuming it's MegaChips).
Same same really, but makes more sense, just to do it through MegaChips.
"Hey there MC, we've just licenced BrainChip's IP, which you already have a licence to use, can you design our chips, using said IP?"
The above doesn't sound like a likely scenario..
Remembering, that regardless, Mercedes has to pay the licencing fee, for our IP and any other IP, being used.
We know Mercedes is not shy about mentioning us, so it's not for reason of keeping the association under wraps, as it "may" be with other companies.
@Foxdog's and @alwaysgreen's wish for a disclosure of the number of licence agreements, through MegaChips (or Renesas, but they only licenced 2 nodes) is a Great idea and someone should ask it at the AGM, or even through Company channels.
I don't see any reason at all, why such a figure, couldn't be revealed?..
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M_C
Founding Member
Possibility here imo
"The eight-core Snapdragon 8 Gen 3 will supposedly use derivatives of new, unannounced Arm core designs and, more notably, shift the configuration of the performance clusters"
www.androidpolice.com
"The eight-core Snapdragon 8 Gen 3 will supposedly use derivatives of new, unannounced Arm core designs and, more notably, shift the configuration of the performance clusters"
New Snapdragon 8 Gen 3 intelligence suggests more powerful cores are coming
We're on the road to Qualcomm's Snapdragon 8 Gen 3 , but we've hit our first 'up' and 'down' along the way
jtardif999
Regular
Wow pretty good first attempt at a mini ChatGPT with a domain of just this website or is the Brainchipinc website? Anyway, it stumbled on my first question - I asked it ‘What is JAST?’ and it said (paraphrasing) that this website contains no information about JAST? A little disappointing but that’s why you want the feedback I’m guessing.
Whie we're talking MegaChips, a quick refresher:
BrainChip (ASX:BRN) clarifies MegaChips contract revenue arrangements
ASX News, Technology
ASX:BRN MCAP $768.6M
Josh SmithEditor, Companies & Marketsjoshua.smith@***************.com.au25 November 2021 11:22(AEDT)
- BrainChip (BRN) opens green on the ASX after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week
- Brainchip on Monday announced the deal to license its Akida tech to external MegaChips customers and today breaks out of a trading halt to provide more contract details
- As it stands, BrainChip is expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal
- However, the company says many potential revenue streams — such as royalty arrangements and proof-of-concept project fees — are not yet quantifiable
- Shares in BrainChip open 5.6 per cent higher at 66 cents each this morning
The company on Monday announced it had struck a deal with Japan-based semiconductor specialist MegaChips for an intellectual property (IP) licence over BrainChip’s Akida processor technology. Under the deal, MegaChips can integrate BrainChip’s tech into external customers’ system-on-chip designs for a licensing fee and royalties arrangement.
Today, BrainChip has broken out of a trading halt to announce some additional details regarding the revenue arrangements around the contract.
The company told investors some terms of the MegaChips agreement were subject to “strict confidentiality provisions” between the two companies, meaning some aspects of the deal are still shrouded in mystery.
BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal. However, the company said some potential revenue streams under the contract were not yet quantifiable.
For example, on top of the standard licensing fee, BrainChip also stands to pocket royalties on the sale of products using the Akida technology to MegaChips customers.
The royalties are to be calculated as a percentage of the net sales price of products that have been designed and manufactured to include the Akida tech, though the percentage will be based on the volume of products sold.
Further, BrainChip said it was charging license fees for application-specific product development and project fees for proof-of-concept projects with MegaChips customers.
On top of all this, BrainChip expects to receive payments for support services and software licensing associated with its Akida IP.
While the nature of these additional potential revenue streams means accurate revenue forecasts might be difficult, BrainChip said in any case, the MegaChips deal was “highly significant” to its growth strategy given the access the agreement gives BrainChip to MegaChips’ global customer base.
There has been a lot of speculation about whether we would get 10 cents or 30 cents royalty per product, but, apparently in the MegaChips deal, it is a percentage of the sales price of the product, on a sliding scale, ie, the more the customer sells, the smaller the percentage.
As an example, assume there is a high volume $10 product and a lower volume $100 product.
So, according to the sliding scale (set according to volume of sales), if it's 2% for the $10 product, we get 20 cents a product, whereas if it's 3% of a $100 product, we get $3 per product.
Remember, these are just example royalty rates and sales proces, not the real thing.
Apparently, this is the model to which ARM wishes to move.
PS: What's 2% of a Mercedes?
Kachoo
Regular
Nice to read that again.Whie we're talking MegaChips, a quick refresher:
BrainChip (ASX:BRN) clarifies MegaChips contract revenue arrangements
ASX News, Technology
ASX:BRN MCAP $768.6M
Josh SmithEditor, Companies & Marketsjoshua.smith@***************.com.au25 November 2021 11:22(AEDT)
Processor maker BrainChip (BRN) has opened green on the ASX today after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week.
- BrainChip (BRN) opens green on the ASX after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week
- Brainchip on Monday announced the deal to license its Akida tech to external MegaChips customers and today breaks out of a trading halt to provide more contract details
- As it stands, BrainChip is expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal
- However, the company says many potential revenue streams — such as royalty arrangements and proof-of-concept project fees — are not yet quantifiable
- Shares in BrainChip open 5.6 per cent higher at 66 cents each this morning
The company on Monday announced it had struck a deal with Japan-based semiconductor specialist MegaChips for an intellectual property (IP) licence over BrainChip’s Akida processor technology. Under the deal, MegaChips can integrate BrainChip’s tech into external customers’ system-on-chip designs for a licensing fee and royalties arrangement.
Today, BrainChip has broken out of a trading halt to announce some additional details regarding the revenue arrangements around the contract.
The company told investors some terms of the MegaChips agreement were subject to “strict confidentiality provisions” between the two companies, meaning some aspects of the deal are still shrouded in mystery.
BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal. However, the company said some potential revenue streams under the contract were not yet quantifiable.
For example, on top of the standard licensing fee, BrainChip also stands to pocket royalties on the sale of products using the Akida technology to MegaChips customers.
The royalties are to be calculated as a percentage of the net sales price of products that have been designed and manufactured to include the Akida tech, though the percentage will be based on the volume of products sold.
Further, BrainChip said it was charging license fees for application-specific product development and project fees for proof-of-concept projects with MegaChips customers.
On top of all this, BrainChip expects to receive payments for support services and software licensing associated with its Akida IP.
While the nature of these additional potential revenue streams means accurate revenue forecasts might be difficult, BrainChip said in any case, the MegaChips deal was “highly significant” to its growth strategy given the access the agreement gives BrainChip to MegaChips’ global customer base.
There has been a lot of speculation about whether we would get 10 cents or 30 cents royalty per product, but, apparently in the MegaChips deal, it is a percentage of the sales price of the product, on a sliding scale, ie, the more the customer sells, the smaller the percentage.
As an example, assume there is a high volume $10 product and a lower volume $100 product.
So, according to the sliding scale (set according to volume of sales), if it's 2% for the $10 product, we get 20 cents a product, whereas if it's 3% of a $100 product, we get $3 per product.
Remember, these are just example royalty rates and sales proces, not the real thing.
Apparently, this is the model to which ARM wishes to move.
PS: What's 2% of a Mercedes?
So looking at this royalty scheme it's based on a percentage of sale price
.Who else is going to their customers looking at raising there IP cost to a percentage of revenue ?
Is it possible that BRN partnership with Arm would require similar royalty schemes on the product? If that's the case in order for arm to sell the Akida IP they would need to adjust royalty payments IMO.
Quatrojos
Regular
This makes a lot of sense considering that one would expect our ex-Arm employees to hyper-extend the Arm model. Arm is working on something very similar according to recent news...Whie we're talking MegaChips, a quick refresher:
BrainChip (ASX:BRN) clarifies MegaChips contract revenue arrangements
ASX News, Technology
ASX:BRN MCAP $768.6M
Josh SmithEditor, Companies & Marketsjoshua.smith@***************.com.au25 November 2021 11:22(AEDT)
Processor maker BrainChip (BRN) has opened green on the ASX today after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week.
- BrainChip (BRN) opens green on the ASX after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week
- Brainchip on Monday announced the deal to license its Akida tech to external MegaChips customers and today breaks out of a trading halt to provide more contract details
- As it stands, BrainChip is expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal
- However, the company says many potential revenue streams — such as royalty arrangements and proof-of-concept project fees — are not yet quantifiable
- Shares in BrainChip open 5.6 per cent higher at 66 cents each this morning
The company on Monday announced it had struck a deal with Japan-based semiconductor specialist MegaChips for an intellectual property (IP) licence over BrainChip’s Akida processor technology. Under the deal, MegaChips can integrate BrainChip’s tech into external customers’ system-on-chip designs for a licensing fee and royalties arrangement.
Today, BrainChip has broken out of a trading halt to announce some additional details regarding the revenue arrangements around the contract.
The company told investors some terms of the MegaChips agreement were subject to “strict confidentiality provisions” between the two companies, meaning some aspects of the deal are still shrouded in mystery.
BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal. However, the company said some potential revenue streams under the contract were not yet quantifiable.
For example, on top of the standard licensing fee, BrainChip also stands to pocket royalties on the sale of products using the Akida technology to MegaChips customers.
The royalties are to be calculated as a percentage of the net sales price of products that have been designed and manufactured to include the Akida tech, though the percentage will be based on the volume of products sold.
Further, BrainChip said it was charging license fees for application-specific product development and project fees for proof-of-concept projects with MegaChips customers.
On top of all this, BrainChip expects to receive payments for support services and software licensing associated with its Akida IP.
While the nature of these additional potential revenue streams means accurate revenue forecasts might be difficult, BrainChip said in any case, the MegaChips deal was “highly significant” to its growth strategy given the access the agreement gives BrainChip to MegaChips’ global customer base.
There has been a lot of speculation about whether we would get 10 cents or 30 cents royalty per product, but, apparently in the MegaChips deal, it is a percentage of the sales price of the product, on a sliding scale, ie, the more the customer sells, the smaller the percentage.
As an example, assume there is a high volume $10 product and a lower volume $100 product.
So, according to the sliding scale (set according to volume of sales), if it's 2% for the $10 product, we get 20 cents a product, whereas if it's 3% of a $100 product, we get $3 per product.
Remember, these are just example royalty rates and sales proces, not the real thing.
Apparently, this is the model to which ARM wishes to move.
PS: What's 2% of a Mercedes?
Wow!! Great work 'Zee' looking forward to it! will try it out very soon!!! cheers
Zeeb0ts new toy.
Q. Who is partnered with Brainchip?
A. Brainchip partners with best-in-class semiconductor, software, supply chain, and AI leaders to enhance interoperability, improve performance, efficiency, ease of deployment, and vertical value. They have technology partners, enablement partners, integration partners, and university AI accelerator program partners. Some of their partners include Arm AI Partner Program, Intel Foundry Services – IP Alliance, Prophesee, SiFive, Edge Impulse, Emotion3D, NVISO, Megachips, and Teksun.
Q. which companies has Brainchip Partnered with?
A. Brainchip has partnered with best-in-class semiconductor, software, supply chain, and AI leaders to enhance interoperability, improve performance, efficiency, ease of deployment, and vertical value. Some of the technology partners include Intel Foundry Services - IP Alliance, Prophesee, SiFive, Edge Impulse, and Emotion3D. Brainchip also has enablement partners and integration partners, such as Megachips and Teksun, who utilize Brainchip's technology through designing the Akida IP into system-on-chip (SoC) products that will be ready-to-use systems or implementing Akida silicon into ready-to-use modules. Brainchip also has a University AI Accelerator Program that provides hardware, training, and guidance to students at higher education institutions with existing AI engineering programs.
Q. Can you provide a list of companies who have partnered with Brainchip?
A. Brainchip has formed partnerships with best-in-class semiconductor, software, supply chain, and AI leaders to enhance interoperability, improve performance, efficiency, ease of deployment, and vertical value. Some of the technology partners include Intel Foundry Services – IP Alliance, Prophesee, SiFive, and Edge Impulse. The enablement partners include AI Labs and TekSun, while integration partners include MegaChips. Brainchip also has a University AI Accelerator Program that provides hardware, training, and guidance to students at higher education institutions with existing AI engineering programs.
------------------------------------------------------------------------------------------------------------------------------
There is no information on the website that suggests Brainchip is involved with NASA or Mercedes Benz.
This above statement would suggest that there is information missing about Brainchips involvement with various entities on the official website as both are well documented in the public domain.
As for the interesting answers above regarding partnerships/involvement ..............it would seem that little gems exist there ............its ALL in the WORDING.
Yak52
Learning
Learning to the Top 🕵♂️
The average Mercedes is $76,590 USD.Whie we're talking MegaChips, a quick refresher:
BrainChip (ASX:BRN) clarifies MegaChips contract revenue arrangements
ASX News, Technology
ASX:BRN MCAP $768.6M
Josh SmithEditor, Companies & Marketsjoshua.smith@***************.com.au25 November 2021 11:22(AEDT)
Processor maker BrainChip (BRN) has opened green on the ASX today after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week.
- BrainChip (BRN) opens green on the ASX after releasing some revenue forecasts relating to its MegaChips deal announced earlier this week
- Brainchip on Monday announced the deal to license its Akida tech to external MegaChips customers and today breaks out of a trading halt to provide more contract details
- As it stands, BrainChip is expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal
- However, the company says many potential revenue streams — such as royalty arrangements and proof-of-concept project fees — are not yet quantifiable
- Shares in BrainChip open 5.6 per cent higher at 66 cents each this morning
The company on Monday announced it had struck a deal with Japan-based semiconductor specialist MegaChips for an intellectual property (IP) licence over BrainChip’s Akida processor technology. Under the deal, MegaChips can integrate BrainChip’s tech into external customers’ system-on-chip designs for a licensing fee and royalties arrangement.
Today, BrainChip has broken out of a trading halt to announce some additional details regarding the revenue arrangements around the contract.
The company told investors some terms of the MegaChips agreement were subject to “strict confidentiality provisions” between the two companies, meaning some aspects of the deal are still shrouded in mystery.
BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022, under the MegaChips deal. However, the company said some potential revenue streams under the contract were not yet quantifiable.
For example, on top of the standard licensing fee, BrainChip also stands to pocket royalties on the sale of products using the Akida technology to MegaChips customers.
The royalties are to be calculated as a percentage of the net sales price of products that have been designed and manufactured to include the Akida tech, though the percentage will be based on the volume of products sold.
Further, BrainChip said it was charging license fees for application-specific product development and project fees for proof-of-concept projects with MegaChips customers.
On top of all this, BrainChip expects to receive payments for support services and software licensing associated with its Akida IP.
While the nature of these additional potential revenue streams means accurate revenue forecasts might be difficult, BrainChip said in any case, the MegaChips deal was “highly significant” to its growth strategy given the access the agreement gives BrainChip to MegaChips’ global customer base.
There has been a lot of speculation about whether we would get 10 cents or 30 cents royalty per product, but, apparently in the MegaChips deal, it is a percentage of the sales price of the product, on a sliding scale, ie, the more the customer sells, the smaller the percentage.
As an example, assume there is a high volume $10 product and a lower volume $100 product.
So, according to the sliding scale (set according to volume of sales), if it's 2% for the $10 product, we get 20 cents a product, whereas if it's 3% of a $100 product, we get $3 per product.
Remember, these are just example royalty rates and sales proces, not the real thing.
Apparently, this is the model to which ARM wishes to move.
PS: What's 2% of a Mercedes?
Mercedes Cars Become More Elusive After 43% Jump in Prices
Driving a shiny new Mercedes-Benz may soon become a distant dream for many but the most affluent.
www.bloomberg.com
@ 2% = $1531.80 USD x AUD.
ANSWER: 2% of an Average Mercedes is $2302.83 AUD. X 2 Million cars.
The answer: Just a little over $4.6 Billion
Mercedes-Benz Cars: unit sales 2023 | Statista
Mercedes-Benz Cars, the Mercedes-Benz Group's passenger car manufacturing subdivision, sold over 2.04 million vehicles in 2023.
www.statista.com
Time will tell.....if the dreams are alive.
Edit: All the above are hypothetical. And for entertaining purposes only.
______________________
Now returning to this. (Thanks Dio for the refreshers)
"BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022"
But from the recent Annual Reports
Licensing revenue is $4,049,889 USD
So an extra $2 Million + in licensing revenue are additional to Renesas and MegaChips.
Could it be Mercedes?
Could it be Lasson Peak?
Could it be more?
(JMHO, DYOR)
Learning 🏖
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Like ARM commented recently :
We make Millions whilst our customers make Billions..!!
I think we still have to have a single unit price figure to work out exactly what the revenue would be on say a % product sale price.The average Mercedes is $76,590 USD.
Mercedes Cars Become More Elusive After 43% Jump in Prices
Driving a shiny new Mercedes-Benz may soon become a distant dream for many but the most affluent.
@ 2% = $1531.80 USD x AUD.
View attachment 33026
ANSWER: 2% of an Average Mercedes is $2302.83 AUD. X 2 Million cars.
The answer: Just a little over $4.6 Billion
Mercedes-Benz Cars: unit sales 2023 | Statista
Mercedes-Benz Cars, the Mercedes-Benz Group's passenger car manufacturing subdivision, sold over 2.04 million vehicles in 2023.
Time will tell.....if the dreams are alive.
______________________
Now returning to this. (Thanks Dio for the refreshers)
"BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022"
But from the recent Annual Reports
View attachment 33028
Licensing revenue is $4,049,889 USD
So an extra $2 Million + in licensing revenue are additional to Renesas and MegaChips.
Could it be Mercedes?
Could it be Lasson Peak?
Could it be more?
(JMHO, DYOR)
Learning 🏖
For instance : say a low priced Merc uses only 200 sensors whilst a high end Merc may end up using say 1,200 sensors
Learning
Learning to the Top 🕵♂️
Hi Learning,The average Mercedes is $76,590 USD.
Mercedes Cars Become More Elusive After 43% Jump in Prices
Driving a shiny new Mercedes-Benz may soon become a distant dream for many but the most affluent.
@ 2% = $1531.80 USD x AUD.
View attachment 33026
ANSWER: 2% of an Average Mercedes is $2302.83 AUD. X 2 Million cars.
The answer: Just a little over $4.6 Billion
Mercedes-Benz Cars: unit sales 2023 | Statista
Mercedes-Benz Cars, the Mercedes-Benz Group's passenger car manufacturing subdivision, sold over 2.04 million vehicles in 2023.
Time will tell.....if the dreams are alive.
Edit: All the above are hypothetical. And for entertaining purposes only.
______________________
Now returning to this. (Thanks Dio for the refreshers)
"BrainChip said it was expecting to table aggregate revenue of US$2 million (A$2.8 million) through to December 31, 2022"
But from the recent Annual Reports
View attachment 33028
Licensing revenue is $4,049,889 USD
So an extra $2 Million + in licensing revenue are additional to Renesas and MegaChips.
Could it be Mercedes?
Could it be Lasson Peak?
Could it be more?
(JMHO, DYOR)
Learning 🏖
I was trying to do the sums, but I couldn't get my shoes off.
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