Hi Stan,
Yes. Supplying chips is a faster route to revenue, if more time consuming and requiring more effort while being less profitable. I thought Sean pulled the wrong rein when they dropped chip supply because it excluded a huge number of potential customers, but it seems that the penny has now dropped.
If pre-orders are to be in 2023, we should see some income early in 2024. Let's hope we get a premium on the chips. After all, we will be substituting for Nvidia.
I wonder who will be supplying the model libraries?
The libraries will be determined by the specific applications, and will need to be adapted to Akida's format.
Libraries can be built up by training Akida, or, if existing libraries are suitable, they can be converted to Akida format (and supplemented by on-chip learning if needed).
not sure about the library part, too technical for me.
regarding to Tony's comment on revenue style with VVDN, although he did not mention in the email, but it seems (just my own speculation) to me any partners who are co-developing products with Brainchip will be buying Akida 1000 or 1500 chips from us.
then I start to think about:
ANT61 is launch their product powered by akida in Jan 2024.
Teksun is working on the next-generation AIoT devices powered by akida
Circle8 Clean Technologies and AVID Group to develop “Smart Bins" powered by akida
GMAC Intelligence is building a drive-through automation solution for quick-service restaurants (QSRs) powered by akida
Lorser Industries said they will use BrainChip’s Akida™ technology to deliver neuromorphic computing solutions for software- defined radio (SDR) devices.
and many more announced development partnership...
I hope the management could put all these partner names into the presentation slides next time, and group them into IP licence customers and Chip sales customers. there is no reason why we cannot show off these names publicly as much as we have already did in news published here and there.
I personally do not believe majority of australian investors understood anymore than 30% of what Brainchip has accomplished in the past two years and why these achievement will lead to revenue surge in the very near future.