BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Shadow59
Regular
What an awesome photo. Unfortunately the buyers to sellers ratio not so good
Fact Finder
Top 20
Hi All
The taking of orders for the VVDN AKIDA (x2) Edge Box raises the question of what does the companies prediction of modest income look like moving forward.
According to the following report by 2029 the Edge Box market is projected to be worth over $US18 billion:
Using my much loved one percent formula if Brainchip and VVDN only capture one percent of the predicted market of $US18 billion then they would gross $US180 million in 2029.
This would involve the sale at present pricing of about 225,000 VVDN AKIDA Edge Boxes in 2029.
Each Edge Box has two AKD1000 chips.
We know that a single AKD1000 was said to be priced around $US25.00. Large orders could achieve a lower price. Anil Mankar said if a customer wanted a large number more than one million they would recommend using the IP.
So taking a leap I am suggesting less than a half a million chips would not be a large order so Brainchip may well receive $US25.00 a chip x 2 = $US50.00 a box x 225,000 Edge Boxes = $US11,250,000.
The issue with this however is that Brainchip and VVDN are said to have partnered to produce the Edge Box so it is unlikely that the partnership will not be based on some sort of profit share formula.
In the Pitt Street Research Report from I think 2022 we know that novel IP that is fundamental to a products creation can realistically demand a royalty as higher as 15% but this is in cases of a sale not a partnership.
If we then just play with Brainchip receiving 10 percent of the sale price this would mean $US79.90 x 225,000 = $US17,977,500.00.
This of course is ignoring the market share that the Unigen AKIDA Cupcake Edge Server may capture???
This also ignores the idea that VVDN and Brainchip with their Edge Box at half the price of the Qualcomm and Nvidia offerings may well capture more than one percent of the market.
Five or Ten percent of the market dramatically increases the above numbers.
My opinion only DYOR
Fact Finder
The taking of orders for the VVDN AKIDA (x2) Edge Box raises the question of what does the companies prediction of modest income look like moving forward.
According to the following report by 2029 the Edge Box market is projected to be worth over $US18 billion:
Edge AI Box Computer Market: Size, Share, Growth, Analysis, Key Players, Revenue, Growth | Valuates Reports
Edge AI Box Computer Market Size According to new survey global Edge AI Box Computer market is projected to reach US 18010 million in 2029 increasing from US 10120 million in 2022 with the CAGR of 6 2 during the ...
www.openpr.com
Using my much loved one percent formula if Brainchip and VVDN only capture one percent of the predicted market of $US18 billion then they would gross $US180 million in 2029.
This would involve the sale at present pricing of about 225,000 VVDN AKIDA Edge Boxes in 2029.
Each Edge Box has two AKD1000 chips.
We know that a single AKD1000 was said to be priced around $US25.00. Large orders could achieve a lower price. Anil Mankar said if a customer wanted a large number more than one million they would recommend using the IP.
So taking a leap I am suggesting less than a half a million chips would not be a large order so Brainchip may well receive $US25.00 a chip x 2 = $US50.00 a box x 225,000 Edge Boxes = $US11,250,000.
The issue with this however is that Brainchip and VVDN are said to have partnered to produce the Edge Box so it is unlikely that the partnership will not be based on some sort of profit share formula.
In the Pitt Street Research Report from I think 2022 we know that novel IP that is fundamental to a products creation can realistically demand a royalty as higher as 15% but this is in cases of a sale not a partnership.
If we then just play with Brainchip receiving 10 percent of the sale price this would mean $US79.90 x 225,000 = $US17,977,500.00.
This of course is ignoring the market share that the Unigen AKIDA Cupcake Edge Server may capture???
This also ignores the idea that VVDN and Brainchip with their Edge Box at half the price of the Qualcomm and Nvidia offerings may well capture more than one percent of the market.
Five or Ten percent of the market dramatically increases the above numbers.
My opinion only DYOR
Fact Finder
Though i look at buyers and sellers , together with chart line they are easily manipulated , if you have enough cash .
Where as the flow & volume of trades executed can not...... that's how i read the vapour trails.
Savant like powers ...
Regards,
Esq
Where as the flow & volume of trades executed can not...... that's how i read the vapour trails.
Savant like powers ...
Regards,
Esq
Last edited:
Quatrojos
Regular
I think it was appended somewhere but it wasn't a standalone ann. But why wouldn't they reinforce the message with an update?This product has been the subject of a previous announcement. Go back and have a look, aka do some research...........
Shadow59
Regular
Ordinarily I totally agree. What is interesting is in the last couple of weeks the buyers to sellers ratio has swung dramatically just when the price action changed direction. I've never seen this happen before.Though i look at buyers and sellers , together with chart line they are easily manipulated , if you have enough cash .
Where as the flow & volume of trades can not...... that's how i read the vapour trails.
Savant like powers ...
Regards,
Esq
DingoBorat
Slim
Hey Quatrojos, I don't think they could really do a "stand alone" announcement, for something like this..
But it could be included In an "ASX Investor Update" from time to time, that could contain other developments, like new partnerships etc...
Instead of relying almost solely on Social Media..
That's sufficient to keep current shareholders informed, but does nothing to attract a wider pool, of potential ASX investors.
But then, people don't "look at" or read, "every" ASX announcement anyway, only the Company's that they're already interested in..
So..
..We are now getting a bit more "Worldwide" attention, which is going to be more important, for supporting and strengthening the share price
I've noticed the Twitter/LinkedIn followers, have been steadily increasing, with LinkedIn recently ticking over 12000.
Nothing staggering at this stage, but I think it may start growing, at a quicker pace.
The share price has been in a very tight range today, on much smaller volume and I think with how much soak we've had around these prices, that this is its "home" for now..
Last edited:
Can you please link me to the ASX announcement, I can't seem to find it...This product has been the subject of a previous announcement. Go back and have a look, aka do some research...........
Quatrojos
Regular
Hey Quatrojos, I don't think they could really do a "stand alone" announcement, for something like this..
But it could be included In an "ASX Investor Update" from time to time, that could contain other developments, like new partnerships etc...
Instead of relying almost solely on Social Media..
That's sufficient to keep current shareholders informed, but does nothing to attract a wider pool, of potential ASX investors.
But then, people don't "look at" or read, "every" ASX announcement anyway, only the Company's that they're already interested in..
So..
We are now getting a bit more "Worldwide" attention, which is going to be more important, for supporting And strengthening the share price
I've noticed the Twitter/LinkedIn followers, have been steadily increasing, with LinkedIn recently ticking over 12000.
Nothing staggering at this stage, but I think it may start growing, a a quicker pace.
The share price has been in a very tight range today, on much smaller volume and I think with how much soak we've had around this prices, that this is it's "home" for now..
It's been said before, but if a minerals explorer can announce the turning of a sod, then we can surely announce preorders for a product slated to disrupt the conventions of edge computing...
Quatrojos
Regular
There was no standalone ann.
Exactly, thank you.
Major commercial release, with $ amount attached yet no ASX announcement.
BRN only has 7900 followers on X yet it has 40,000 +/- retail holders plus however many who casually follow the company via their investing apps so opting out of an ASX announcement doesn't seem like the best way to market this news.
True , as we all know there is a SHIPLOAD in the pipeline ready to come out in the next few days ....
The best Ratio is apparently 15 : 1 ( general combustion ratio ) .
Interesting today the buy & sell orders were matched momentarily , which rarely happens . ie , a ASX trade was matched with a CHA trade of same $ value per share yet did not fire,
my understanding is CHX ( Centre point Trades , also Dark Pool Funds ) can be manipulated some what more than ASX based trades ....... hence the manipulation was momentarily visible, for those that like the detail.
Regards,
Esq.
The best Ratio is apparently 15 : 1 ( general combustion ratio ) .
Interesting today the buy & sell orders were matched momentarily , which rarely happens . ie , a ASX trade was matched with a CHA trade of same $ value per share yet did not fire,
my understanding is CHX ( Centre point Trades , also Dark Pool Funds ) can be manipulated some what more than ASX based trades ....... hence the manipulation was momentarily visible, for those that like the detail.
Regards,
Esq.
Last edited:
AI_Inquirer
Regular
I prefer no announcement. May get a SP sugar hit, but outlets like the Crapper and Motley Fool will wrongly credit our recent run to the edge box, claiming a shift to hardware sales or we failed with IP to intentionally spread confusion.
Sean in the latest podcast, stresses BRN operates as an IP business. The introduction of edge devices is geared towards getting some SNN market penetration, not revenue (this was mentioned in a prior podcast or release when the VVDN box first got mentioned). IP remains our ultimate goal, Sean really emphasises that in the most recent podcast.
We should avoid being perceived as a hardware supplier or valued based on edge box sales.
The IFS event is tomorrow, wouldn’t be a bad time for IFS and BRN to announce the successful tape out of 2.0
Sean in the latest podcast, stresses BRN operates as an IP business. The introduction of edge devices is geared towards getting some SNN market penetration, not revenue (this was mentioned in a prior podcast or release when the VVDN box first got mentioned). IP remains our ultimate goal, Sean really emphasises that in the most recent podcast.
We should avoid being perceived as a hardware supplier or valued based on edge box sales.
The IFS event is tomorrow, wouldn’t be a bad time for IFS and BRN to announce the successful tape out of 2.0
Pom down under
Top 20
Quatrojos
Regular
I look at it not as a sugar hit but as a device for general marketing of a disruptive product. Neuromorphic, according to a growing list of players, is going to catalyse the 4th industrial revolution. BRN are taking orders for a disruptive edge box powered by neuromorphic computing. The cost of an ASX ann is chump change compared, say, to the cost of partnerships with SalesLink and Eastronics.I prefer no announcement. May get a SP sugar hit, but outlets like the Crapper and Motley Fool will wrongly credit our recent run to the edge box, claiming a shift to hardware sales or we failed with IP to intentionally spread confusion.
Sean in the latest podcast, stresses BRN operates as an IP business. The introduction of edge devices is geared towards getting some SNN market penetration, not revenue (this was mentioned in a prior podcast or release when the VVDN box first got mentioned). IP remains our ultimate goal, Sean really emphasises that in the most recent podcast.
We should avoid being perceived as a hardware supplier or valued based on edge box sales.
The IFS event is tomorrow, wouldn’t be a bad time for IFS and BRN to announce the successful tape out of 2.0
It's about perception. The notion that preorders for the edge box doesn't warrant an asx ann gives the perception that the company doesn't regard the edge box as disruptive. Releasing it to followers on twitter is preaching to the choir...
davidfitz
Regular
Anyone know what time our demo is scheduled for? There are a total of 5 demos during the day so hopefully ours is the first .
www.intel.com
.IFS Direct Connect 2024
February 21, 2024 | San Jose McEnery Convention Center
Intel Foundry Direct Connect – April 29, 2025 – Register now
Hear from Intel leaders, customers, industry technologists, and partners as they share details of our strategy, process technology, and advanced packaging and test.
Teach22
Regular
It’s how this company rolls.
Shareholders know it and a lot don’t like it. This has been made known to management BUT the CEO himself said in the latest quarterly that the sale of the Edge Box is not expected to generate significant revenue initially.
That pretty much covers it I’m afraid.
As to whether or not BRN/VVDN Edge Box sales will surpass $US100M in the future, I would love to see Sportsbet odds on this. I’d love a piece of that action.
Pom down under
Top 20
Im guessing anytime after 10 hours 50 minutes and 47 secondsAnyone know what time our demo is scheduled for? There are a total of 5 demos during the day so hopefully ours is the first
IFS Direct Connect 2024
February 21, 2024 | San Jose McEnery Convention Center
Intel Foundry Direct Connect – April 29, 2025 – Register now
Hear from Intel leaders, customers, industry technologists, and partners as they share details of our strategy, process technology, and advanced packaging and test.
View attachment 57387
View attachment 57385
Humble Genius
Regular
Does anyone know what happening with the Renesas offering that was suppose to be due out already by now?
cosors
👀
Thanks!
Ok, I only came up with this because I read it and am still trying to imagine how it could work.
"Intel to reveal its roadmap beyond the 18A (1.8nm) process node in a few weeks — the company will share its post-5N4Y plans during February event
January 03, 2024
Along with introducing its IDM 2.0 paradigm in 2021, which involves using both internal and external production capacities, Intel also outlined its impressive plan for 'five nodes in four years,' now dubbed '5N4Y.' The culmination of that impressive project is supposed to be the company's 18A (1.8nm-class) technology, which is scheduled to become production-ready in "early 2025." Little is known about the company's plans beyond 18A, but now it says it will reveal its new roadmap in February.
Intel plans to host its IFS Direct Connect event on February 21, where Intel Foundry Services will discuss its roadmap beyond 5N4Y. Featured speakers at the event are Pat Gelsinger, Chief Executive of Intel; Stu Pann, General Manager of IFS; Keyvan Esfarjani, General Manager of Intel's Supply Chain and Operations, as well as Ann Kelleher, Executive Vice President responsible for Process Technology Development at Intel.
If you're interested in the process technologies that are set to come after 18A, Ann Kelleher's presentation is the one to watch. What to expect from Intel beyond 18A is up in the air, but we expect the company to continue building on its latest innovations. Intel's 20A introduces RibbonFET gate-all-around (GAA) transistors and PowerVia backside power delivery network (BSPDN), and 18A refines both technologies. At the recent IEDM event, the company outlined a further evolution of BSPDN, so expect one of Intel's process technologies after 18A to use this feature. GAA will obviously evolve as well, so we expect Intel to innovate in this realm, too.
Meanwhile, the disparity in the requirements of chips for different applications necessitates Intel to specialize in various process technologies, something that Intel does already. For example, Intel 3 offered a denser high-performance library and increased drive current, which is just what the doctor ordered for data center-class processors. Whether this approach will be extended and Intel will offer other specialized nodes remains open to question.
Intel describes the IFS Direct event as follows:
"Hear from Intel leaders, technologists, and partners as they share details of our strategy, process technology, advanced packaging, and ecosystem. Learn how Intel Foundry Services can help you build your silicon designs leveraging Intel’s resilient, security, and sustainably oriented, source of supply."
The career profiles of the event speakers indicate that Intel plans to disclose both the technical and executive directions of Intel and IFS. However, the nature of the event implies that its focus will be squarely on Intel Foundry Services operations.
Anton Shilov is a Freelance News Writer at Tom’s Hardware US. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends."
Intel to reveal its roadmap beyond the 18A (1.8nm) process node in a few weeks — the company will share its post-5N4Y plans during February event
We'll get to see Intel's post-5N4Y roadmap soon.
Similar threads
