Had the same thought Dio, but Tony's reply states Akida 1000 so thought maybe not, would be great if it is 1500 as Sean and comp have said these could be used by partners in cards or modules of thier own, timeline and everything fits nicely with 1500. But hey who cares which generation is used , get the box out there in the real world and bring a product to market.Hi Stan,
The EdgeBox will have its own CPU to perform other tasks including utilizing the output from Akida. as well as configuring the Akida chip, so Akida 1500 could be used. 1500 can be used with practically any CPU. GF made the first lot of 1500s in 22 nm FDSoI, so they will have the tapeout data ready to go if we need more chips.
It seems premature to expect that Akida 2 will be used commercially, so there's a good chance it will be 1500.
This is the VVDN Nvidia EdgeBox:
https://www.vvdntech.com/en-us/vision/jetson-edge-box
Edge AI Box is developed and manufactured by VVDN for building your next-gen autonomous machine at the edge. The box includes custom carrier board by VVDN along with NVIDIA powerful NVIDIA® Jetson Xavier NX™ Module.
Module
- Xavier NX (8GB / 16GB production version)
AI Performance
- 21 TOPS
GPU
- NVIDIA Volta architecture with 384 NVIDIA CUDA® cores and 48 Tensor cores
CPU
- 6-core NVIDIA Carmel ARM®v8.2 64-bit CPU 6 MB L2 + 4 MB L3
DL Accelerator
- 2x NVDLA Engines
Vision Accelerator
- 7-Way VLIW Vision Processor
Camera
- 2x2 Lane MIPI CSI-2 DPHY
- 1x4 Lane MIPI CSI-2 DPHY
USB
- 4x USB 3.1, 1x USB 2.0 Micro-B
Network Connectivity
- 1x M.2 Key E for WIFI/BT (WIFI/BT Module included)
- 1x Gigabit Ethernet
Storage
- 16 GB eMMC 5.1
- 1x M.2 Key M for NVMe
Maybe Akida will substitute for the GPU (384 CUDA cores + 48 tensor cores) and the Deep Learning Accelerator?
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).
SnapI somehow bought more today?
Luckily I have a NDA agreement that my better half, does not yet know this detail.
Hopefully this non disclosure remains for my sake.
Good luck everyone, hopefully this lowering price reverses soon!
not sure about the library part, too technical for me.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).
Thanks Stockbob,Had the same thought Dio, but Tony's reply states Akida 1000 so thought maybe not, would be great if it is 1500 as Sean and comp have said these could be used by partners in cards or modules of thier own, timeline and everything fits nicely with 1500. But hey who cares which generation is used , get the box out there in the real world and bring a product to market.
Had the same thought Dio, but Tony's reply states Akida 1000 so thought maybe not, would be great if it is 1500 as Sean and comp have said these could be used by partners in cards or modules of thier own, timeline and everything fits nicely with 1500. But hey who cares which generation is used , get the box out there in the real world and bring a product to market.
hi, Dio and stockbobHi Stan,
The EdgeBox will have its own CPU to perform other tasks including utilizing the output from Akida. as well as configuring the Akida chip, so Akida 1500 could be used. 1500 can be used with practically any CPU. GF made the first lot of 1500s in 22 nm FDSoI, so they will have the tapeout data ready to go if we need more chips.
It seems premature to expect that Akida 2 will be used commercially, so there's a good chance it will be 1500.
This is the VVDN Nvidia EdgeBox:
https://www.vvdntech.com/en-us/vision/jetson-edge-box
Edge AI Box is developed and manufactured by VVDN for building your next-gen autonomous machine at the edge. The box includes custom carrier board by VVDN along with NVIDIA powerful NVIDIA® Jetson Xavier NX™ Module.
Module
- Xavier NX (8GB / 16GB production version)
AI Performance
- 21 TOPS
GPU
- NVIDIA Volta architecture with 384 NVIDIA CUDA® cores and 48 Tensor cores
CPU
- 6-core NVIDIA Carmel ARM®v8.2 64-bit CPU 6 MB L2 + 4 MB L3
DL Accelerator
- 2x NVDLA Engines
Vision Accelerator
- 7-Way VLIW Vision Processor
Camera
- 2x2 Lane MIPI CSI-2 DPHY
- 1x4 Lane MIPI CSI-2 DPHY
USB
- 4x USB 3.1, 1x USB 2.0 Micro-B
Network Connectivity
- 1x M.2 Key E for WIFI/BT (WIFI/BT Module included)
- 1x Gigabit Ethernet
Storage
- 16 GB eMMC 5.1
- 1x M.2 Key M for NVMe
Maybe Akida will substitute for the GPU (384 CUDA cores + 48 tensor cores) and the Deep Learning Accelerator?
Hopefully on a large scale"The Edge box will be available for presale from BrainChip and VVDN later this year."
Real revenue may not show up until Q1 2024 but a promising sign of things to come!
Yes. A consolidated list of published wins with partner/customer/licencee name and product/tech field would be useful in allaying the down rampers. Potential time to market and addressable market size would be the icing on the iceberg. Surely our marketing dept could whip this up off the cuff.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.
Selling physical chips is less profitable???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).
Desperate times seeks desperate measuresSelling physical chips is less profitable???
Sure the margin is lower but say 30% profit on a $20 chip seems far more profitable to me than 100% margin on a say 40cent IP royaltie?????
Hi Justchillin,Selling physical chips is less profitable???
Sure the margin is lower but say 30% profit on a $20 chip seems far more profitable to me than 100% margin on a say 40cent IP royaltie?????
Selling physical chips is less profitable???
Sure the margin is lower but say 30% profit on a $20 chip seems far more profitable to me than 100% margin on a say 40cent IP royaltie?????
3x-5x royalties……. I remember him saying that but didn’t understand what he meant…… I’mThe key is the scale. VVDN's boxes will not be the same as Renesas' products for instance.
Sean also touched on "seven figure" License ($1m+) and at least 3x-5x in royalties ($3m+)
But as far as your calculations, it's volume that matters.
On a not-to-scale basis, if Renesas sold 100x products, more than VVDN boxes. you can see how things add up quickly.
Also I think the claim was nearly 100% so I did 95% for to cover any averaged ongoing costs related to supporting the client.
30% x $20 x 1000 = $6000
95% x $0.40 x 100,000 = $38,000
3x-5x royalties……. I remember him saying that but didn’t understand what he meant…… I’m
Guessing he meant annually?
Selling physical chips requires huge capital outlay, in the 10s of millions of dollars (at scale).Selling physical chips is less profitable???
Sure the margin is lower but say 30% profit on a $20 chip seems far more profitable to me than 100% margin on a say 40cent IP royaltie?????
Selling physical chips requires huge capital outlay, in the 10s of millions of dollars (at scale).
Capital we simply do not have, without huge additional dilution of the share float.
Which is why I've always liked the Company's decision, to go the IP sale route.
It hasn't gone nearly as nicely, as planned, but we do have Renesas and MegaChips (and associated sub licencees).
I think the Company's main focus, will remain on IP sales and I think we'll get more soon.
Additional smaller revenue streams, like VVDN, are more designed to kick start this Behemoth into motion, than a true change in direction, in my opinion..