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O yeah lol oops though disregardthe fact that it was Sunday lol but yes yr right 6.17pm gave it away. Bring on M O N D A Y 10.00AM
O yeah lol oops though disregardthe fact that it was Sunday lol but yes yr right 6.17pm gave it away. Bring on M O N D A Y 10.00AM
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Qualcomm & Apple have some very compelling ARM-based solutions that are primed to tackle AMD & Intel in the AI PC segment in 2024.
Apple & Qualcomm Expected to Act as Catalysts For Progression of ARM In The AI PC Era, x86 Chips From AMD & Intel Face Heated Competition In 2024 & Beyond
We have seen a recent shift in the industry towards ARM-based solutions, especially with its potential adoption by newly emerging competitors. With Apple boosting the share of ARM architectures within the laptop segment, it looks like moving ahead, we might see widespread adoption of the chip architecture within the PC industry as well, mainly since ARM has been able to close the performance gap between the x86 architecture, along with being much more power efficient.
ARM has already seen a dominant position in the mobile industry, with Qualcomm and MediaTek utilizing the standard for quite some time now.
However, the market share of ARM in the PC industry is going to see a rapid rise in the coming years, since Qualcomm has already introduced its own PC SoC, known as the "Snapdragon X Elite", which boasts impressive performance and is expected to hit shelves by mid-2024. Moreover, it is rumored that NVIDIA and AMD might launch ARM-based CPUs by 2025 as well, which means that the x86 architecture will get tough competition.
The next-gen AI PC market is definitely something that all chipmakers are currently eyeing to succeed in. All companies include dedicated NPUs within their chips that accelerate AI workloads and bring additional capabilities through a robust software stack and ecosystem.
Qualcomm has currently announced its AI Engine to offer up to 75 TOPS on the fastest X Elite SOCs while AMD just announced its updated Ryzen 8040 "Hawk Point" APUs with up to 39 TOPS (16 TOPS from NPU). Its successor which arrives in 2H 2024, codenamed Strix Point, is expected to feature up to 3x uplift in AI TOPS, hitting almost 50 TOPS from the XDNA 2 NPU alone.
Apple also offers around 18 TOPS with its M3 SOCand while that's a lower number than the rest of the competition, Apple's software ecosystem which runs on its own OS offsets the requirement of a powerful AI NPU thanks to optimizations. Lastly, we have Intel who have also been making big claims about their NPU featured in Core Ultra "Meteor Lake" CPUs which debuts next week on the 14th of December.
ARM is making strides when it comes to aiding artificial intelligence through its CPU solutions, since just recently, the company has launched its Cortex-M52 SoC, which is equipped with the company's "Helium" or M-Profile Vector Extension that delivers a significant performance uplift for machine learning (ML) and digital signal processing (DSP) applications. Since the PC industry is going to see a large-scale influence of AI-based features, firms like ARM need to deliver performance in this domain.
It will be interesting to see how the influx of ARM-focused chips changes the dynamics of the PC industry, especially the AI PC segment, since it would not only bring in much more diversity but would result in a more competitive market.
2024 AI PC Platforms
BRAND NAME APPLE QUALCOMM AMD INTEL CPU Name M3 Snapdragon X Elite Ryzen 8040 "Hawk Point" Meteor Lake "Core Ultra" CPU Architecture ARM ARM x86 x86 CPU Process 3nm 4nm 4nm 7nm Max CPU Cores 16 Cores (MAX) 12 Cores 8 Cores 16 Cores NPU Architecture In-House Hexagon NPU XDNA 1 NPU Crestmont E-Core NPU AI TOPS 18 TOPS 75 TOPS (Peak) 16 TOPS (39 TOPS All) TBD GPU Architecture In-House Adreno GPU RDNA 3 Alchemist Arc Xe-LPG Max GPU Cores 40 Cores TBD 12 Compute Units 8 Xe-Cores GPU TFLOPs TBD 4.6 TFLOPS 8.9 TFLOPS ~4.5 TFLOPS Memory Support (Max) LPDDR5-6400 LPDDR5X-8533 LPDDR5X-7500 LPDDR5X-8533 Availability Q4 2024 Mid-2025 Q1 2024 Q4 2024
Hi BravoHey Gang!
I've been thinking about the new Renesas 22nm RA-family chips which is expected to be launched towards the end of the year. This chip is an extension to the RA family of 32-bit Arm® Cortex®-M microcontrollers and is the one that is supposed to include our amazing technology.
Anyway I was thinking about the question of revenue based on mass volume and trying to work it form various angles to try and get a gauge on what we could expect to see coming into the coffers in the near future.
So we know from our website that a 28nm chip costs $15 for mass volumes (see below). And I'm presuming 22nm might be a little more expensive, let's say $20 a chip??
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As for the term "mass volumes", what does that look like from a quantity perspective? I am pretty sure I remember Sean saying after the last AGM that total chip production costs on mass volumes are really high, into the tens of millions of dollars. I think he may have said up to $50 million dollars.
Sooo, based on this remedial information Renesas must be pretty confident they can sell enough chips to cover their costs and make a decent profit - which is a lot of chips when you think about it.
All IMO. DYOR.
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Renesas has an IP licence and will pay royalties, when the IP is used in commercial products. Who cares about a price for an Akida chip, it just doesn't matter.Hi Bravo
Where did you find that pricing for the akida chip? Is it live on the company website now?
I’ve never seen that before
Hi Bravo
Where did you find that pricing for the akida chip? Is it live on the company website now?
I’ve never seen that before
Like I've asked before ,what range in value potentially can a IP Licence be worth in royalties ?Renesas has an IP licence and will pay royalties, when the IP is used in commercial products. Who cares about a price for an Akida chip, it just doesn't matter.
Price range for Renesas MCUs in lower volumes is roughly between € 5-15 per piece, much lower in higher volumes. When the IP will be used at the lower end, as announced by Renesas, royalties per piece are possibly in the 10-20 cent range. The IP business needs large volumes for real money.Like I've asked before ,what range in value potentially can a IP Licence be worth in royalties ?
ARM in everything with about $2.7billion earnings..Hey Gang!
I've been thinking about the new Renesas 22nm RA-family chips which is expected to be launched towards the end of the year. This chip is an extension to the RA family of 32-bit Arm® Cortex®-M microcontrollers and is the one that is supposed to include our amazing technology.
Anyway I was thinking about the question of revenue based on mass volume and trying to work it form various angles to try and get a gauge on what we could expect to see coming into the coffers in the near future.
So we know from our website that a 28nm chip costs $15 for mass volumes (see below). And I'm presuming 22nm might be a little more expensive, let's say $20 a chip??
View attachment 51759
As for the term "mass volumes", what does that look like from a quantity perspective? I am pretty sure I remember Sean saying after the last AGM that total chip production costs on mass volumes are really high, into the tens of millions of dollars. I think he may have said up to $50 million dollars.
Sooo, based on this remedial information Renesas must be pretty confident they can sell enough chips to cover their costs and make a decent profit - which is a lot of chips when you think about it.
All IMO. DYOR.
View attachment 51758
Thanks mate you really seem to know your stuffRenesas has an IP licence and will pay royalties, when the IP is used in commercial products. Who cares about a price for an Akida chip, it just doesn't matter.
So in theory possibly anywhere in between 50 million to 1 billion dollars in numerous products per IP licencePrice range for Renesas MCUs in lower volumes is roughly between € 5-15 per piece, much lower in higher volumes. When the IP will be used at the lower end, as announced by Renesas, royalties per piece are possibly in the 10-20 cent range. The IP business needs large volumes for real money.
This example is meant for the simple 2 nodes licence of Renesas. When the full licence is in use, royalties in the range € 5-10 per piece might be possible. At the end it's a matter of the contracts, so this is the estimated possible range.
The IP business must be a real strange animal for some. Try a research on usual royalties paid in the semiconductor business, maybe it helps.Thanks mate you really seem to know your stuff![]()
I am well aware of the companies business model…….but thanks for tryingThe IP business must be a real strange animal for some. Try a research on usual royalties paid in the semiconductor business, maybe it helps.
No ..... Dio, thought he was wrong once before, but then he realised that he was mistaken .. !!! ..Hi Dio,
thanks for the reply.
It is interesting. Is there a teeny weeny tiny minute minuscule atoms chance you could be wrong about our inclusion.........?
Sorry to question, it's just i fail to see why our logo would be displayed front and centre at a renesas / moschip display that is demonstrating the rz/v2m unless we were involved in some way?
I have also posted numerous LinkedIn likes etc from brn staff on this particular renesas chipset.
I can't help but feel we are missing something.
The silence can only go for so long, all the dot joining , high number of companies engaging with us ,something has to surface thru I.P Sales, we have a world class line up and a product ahead of the game, So May nxt yr when the AGM is on I hope we have at least another 2 IP Contracts and revenue thru our existing I.P contracts or the company hasn't reached milestones or expectations, Has the CEO Signed off on a IP Contract yet ?Let's face it, ...... with all this unsubstantiated dot joining going on here for some time now, is the fact that we will never truely know where Akida 2.0 (E, S, P) or Akida 3.0 etc etc will end up at or in ....... we can only go by what is released/disclosed in the financials as ststed by Sean H ...........let's face it, that no company big or small in their right mind would or will want to disclose openly to the market and their competitors that Akida is their so called " Secret Sauce ".
I don't get this. Some camps (including those that have been pestering people on social media) are promoting and trying to force companies to admit they are using Akida, whereas those that are using Akida are trying their hardest to keep their "secret sauce".Let's face it, ...... with all this unsubstantiated dot joining going on here for some time now, is the fact that we will never truely know where Akida 2.0 (E, S, P) or Akida 3.0 etc etc will end up at or in ....... we can only go by what is released/disclosed in the financials as ststed by Sean H ...........let's face it, that no company big or small in their right mind would or will want to disclose openly to the market and their competitors that Akida is their so called " Secret Sauce ".