BRN Discussion Ongoing

[Dhm]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

 

[Boab]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

That is a great question that could be asked at the AGM.

 

[Pappagolla]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

PVDM has previously stated that customers will be encouraged to buy the IP instead of the physical chip if they want more than a million units. That way they can make as many as they like and we still get paid. Win win!

 

[Fact Finder]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

No that is why being the only one selling IP so AKIDA can be put into your chips is such an advantage at this time.

If you have foundry time for a million chips and can add IP to your existing chip it means you can avoid extra foundry time particularly when AKIDA IP can add multiple sensor monitoring functions and make 1 million chips as good as three, four or five million chips.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Earlyrelease]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

DHM.
Hopefully those more learned than me will respond with the same answer as me.

No.

We don’t want to make enough chips, we want customers to make their own chips and pay us royalties until we are all fat little Richie Rich’s and diving into a pool of gold coins.

 

[DingoBorat]

Possibly an ignorant question: are we certain that we can deliver enough chips to satisfy the seeming insatiable demand for our various products?

The idea, is to just "deliver" the IP, which MegaChips will be doing in most instances, currently, to my understanding.

The problems of producing the chip designs, in the current climate, will still be there though..

I'd say we would have enough supply by now, to satisfy board demand etc, but that's a tiny part of our business plan anyway

 

[Straw]

...found Ken! (investor relations page)

 

[AusEire]

Your real name I am hoping is not Vladimir Putin. Here is a translation which is quite funny in places:

MERCEDES-BENZ: MARKET STILL HAS DOUBTS

CAR MANUFACTURERS ARE FIGHTING FOR MARKET SHARES - DOES BRAINCHIP BENEFIT?

VARTA: I DON'T THINK I HEAR RIGHT!

MERCEDES-BENZ: MARKET STILL HAS DOUBTS

Mercedes-Benz was long regarded as a typical representative of the old economy. It also fit in with the fact that many drivers of the C or E class used to belong more to the older semesters. But that has changed. Mercedes-Benz has turned from a pensioner's carriage into a dream of young people. Even when it comes to new technology, Mercedes-Benz is at the forefront. Electrification is progressing and even when it comes to driving assistants, the Swabians have a lot to offer. In some areas, the solutions from Sindelfingen are even ahead of the competition from the USA. But they just want to do it particularly thoroughly, which is why the technology is not yet on the market.

After Mercedes-Benz last mastered a journey of 1,000 kilometres with an electric car for the first time, the company is also considered a potential source of innovation among many investors. But those who rely on new technology are also particularly vulnerable to delivery difficulties. For example, the delivery problems around chips continue to weigh on the stock, although CEO Ola Källenius has promised an improvement in the second half of the year. Nevertheless, the stock continues to weaken and recently did not manage to get back into a sustainably positive fairway.

CAR MANUFACTURERS ARE FIGHTING FOR MARKET SHARES - DOES BRAINCHIP BENEFIT?

"Have is better than needing." That could be the motto of BrainChip. The company stands for innovative AI chips that are particularly energy-saving and are oriented towards the human brain with their architecture. The chips from BrainChip only think when they are really needed. As part of a future study, it came to light months ago that, for example, the recognition of the "hot word" "Hey Mercedes" as the trigger of speech recognition in modern computer systems for cars should work five to ten times as well if correspondingly smart chips, such as those of BrainChip, are used.

Shortly after the turn of the year, the stock reached prices of more than EUR 1.60 and made many private investors happy. But the company is a growth value and currently makes hardly any sales - it is the fantasy of good business in the future that moves the prices here. After the slump to around 0.70 EUR, the value could slowly become interesting again. Growth values are currently harder, but billions in industrial giants are fighting for market shares in the car market. Positioning yourself around revolutionary chip architecture should not be a mistake for car manufacturers in the current market environment. BrainChip offers a good product and a lot of imagination - but the stock still remains a hot iron.

VARTA: I DON'T THINK I HEAR RIGHT!

Varta's stock was also a hot iron for a long time. The market saw the value as German e-car hope. On top of that, investors got a lot of know-how and an established business around button cells for hearing aids and other batteries for entertainment devices. But the expectations of private investors in particular were too high, prices of 165 EUR too much. Meanwhile, Varta is again trading at less than 90 EUR and no longer looks particularly interesting in terms of charts. Even if electromobility is the future, it is far from clear whether Varta will really be able to keep up with the competition from the Far East. In Germany, too, there have long been innovative suppliers dedicated to battery technology. The stock is currently uninteresting.

Even if the markets are nervous these days and supply chains are stuttering - the fight for market share continues in the car industry. While even yesterday's chips are scarce, it can make sense for car manufacturers to position themselves with tomorrow's chips. This is where BrainChip comes into play as a technologically outstandingly positioned company. Varta is also considered technologically advanced, but the market rightly has doubts about the competition.

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I assure you I'm not old mate Vlad

 

[Deleted member 118]

Come along Diogenese and I'll see about popping an electric eel in your tank.
You'd like that........wouldn't you?

 

[Yak52]

Lol if it was a qtr of that and i was still holding all, I'd be a millionaire 150 x over lol

Jesus H...........Keep READING the bloody posts and see where I admit to a mistake in numbers and give the correct one ....BEFORE commenting.

AND obviously you have not been reading the posts by myself & FF on the number of potential customers through the EAPs etc (like RENESAS) that there could be otherwise you would understand where I was going with that number!

 

[SharesForBrekky]

AKIDA BALLISTA in 2022 and the list of names has now increased by two more to 26 as Brainchip has given them their own category Channels :

Mercedes Benz
Valeo
NASA
DARPA
Vorago
Renesas
MegaChips
Sanyo
Nintendo
Ford
Socionext
Biotome
Nanose
ISL
Intellisense
Tata
Nvidia
DELL Technologies
SiFive
Nviso
Honda
Panasonic
ARM
Edge Impulse
Eastronics
SalesLink.

My opinion & list only so DYOR
FF

AKIDA BALLISTA

Hey FF, would you include Magik Eye as well on this list as a partner?

 

[M_C]

Jesus H...........Keep READING the bloody posts and see where I admit to a mistake in numbers and give the correct one ....BEFORE commenting.

AND obviously you have not been reading the posts by myself & FF on the number of potential customers through the EAPs etc (like RENESAS) that there could be otherwise you would understand where I was going with that number!

No offense meant @Yak52 !! ?? I was excited mate......eeeeaaasssyyyy big fellaaaa wwwooaaaahhhh boy

 

[Zedjack33]

AKIDA BALLISTA in 2022 and the list of names has now increased by two more to 26 as Brainchip has given them their own category Channels :

Mercedes Benz
Valeo
NASA
DARPA
Vorago
Renesas
MegaChips
Sanyo
Nintendo
Ford
Socionext
Biotome
Nanose
ISL
Intellisense
Tata
Nvidia
DELL Technologies
SiFive
Nviso
Honda
Panasonic
ARM
Edge Impulse
Eastronics
SalesLink.

My opinion & list only so DYOR
FF

AKIDA BALLISTA

Has anyone been able to make dots with SynSense?

 

[Investig8ed]

I thought given that @Yak52 approved of this post it becomes even more salient now that we can add in to the above numbers the companies serviced by ARM and of course Edge Impulse.

I cannot quickly find a statement as to exactly how many customers ARM has but consider this Nvidia tried to buy ARM and who opposed this as being anti-competitive the largest semiconductor monopolists in the world including APPLE, Intel, Google and AMAZON. Why because they all need ARM and thought Nvidia would get a market advantage over them by controlling ARM and its intellectual property portfolio.

Talk about pots and kettles however leaving that argument for another time to be aligned with ARM to herald in the start of the 4th Industrial Revolution is to make the 36,000 customers referenced in the above post look like something in years to come you will find in Brainchip's petty cash tin.

An expansive statement perhaps some might think a gross exaggeration but go forth and do your own research as to the market reach of ARM, APPLE, Google, Intel and AMAZON and once you have be kind I am being conservative here not a downramper.

My opinion only DYOR
FF

AKIDA BALLISTA

FF not sure how many customers ARM have. However in the podcast they mentioned that their customers produced 25 billion chips in the previous year. Even a 5c royalty would be massive.

 

[alwaysgreen]

FF not sure how many customers ARM have. However in the podcast they mentioned that their customers produced 25 billion chips in the previous year. Even a 5c royalty would be massive.

I'll take 30 cents per chip please.

 

[Fact Finder]

Hey FF, would you include Magik Eye as well on this list as a partner?

I don’t know. I have wondered if they are the one EAP that might not be proceeding.

It could be that the issue is with the reliability of MagikEye’s technology so I have left it off deliberately but I may be entirely wrong.

May be it is an AGM question.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Getupthere]

I think will we all know what happened the last time the cup and handle was displayed.

 

[hamilton66]

"Of course, there are quite a few steps between releasing new chip IP designs and seeing products that leverage these capabilities.

1. Unfortunately, that means it will likely be sometime near the end of 2021 and into 2022 before we can really see the promised benefits of a nearly 500x improvement in machine learning performance.

2.Plus, it remains to be seen how challenging it will be for low-power device designers to create the kinds of ML algorithms they'll need to make their devices truly smart.

3. Hopefully, we'll see a large library of algorithms developed so that device designers with little to no previous AI programming experience can leverage them."

I have had to highlight the third Extract and break it up as it would seem by virtue of the ARM and Edge Impulse reveal all three requirements for AKIDA market domination have been achieved. For recent investors to note Edge Impulse is the senior engineering partner at ARM and there is a Brainchip podcast between Edge Impulse and Brainchip available on the Brainchip website.

The inclusion of these two companies is individually significant but together well this is one of those situations that the sum of the parts is definitely greater than the whole.

My opinion only DYOR
FF

AKIDA BALLISTA

F/F , a very significant day for all s/hs, large and small. What excites me the most is the potential exposure to the phone market. I'm on the record, ( for bloody years ) as saying that to tap into the phone market, is to tap into riches. I wouldn't mind betting that ARM agreeing to be outed as a partner will lead to many more companies agreeing to raise their head above the parapet, rather than hide behind an NDA. I think the ARM partnership may take a day or 2 to be identified/ acknowledged / disseminated by the market, so in my humble opinion, hopefully lot's of fun still to come. In terms of further validation for BRN, not that I believe we needed it, it doesn't get much bigger, or better. A fabulous day, on all fronts. Dell to the front of the queue please, or Samsung. I'm not fussy. GLTA

 

[Yak52]

No offense meant @Yak52 !! ?? I was excited mate......eeeeaaasssyyyy big fellaaaa wwwooaaaahhhh boy

No sweat MC You were just #4 to make a comment well after it had been discussed already and mistake picked up!

Some of us put a lot of effort into various info going into posts while other Wallys just float along commenting. Can get annoying sometimes.
Mistakes get made no matter how many times you proof read your post. lol
My apologies.

Yak52

Just for reference, FF & I had discussed RENESAS R-CAR Consortium of Partners number 360 odd.
FF rightly pointed out that IF everyone of those Partners had 100 trusted partners/customers this would mean 36,000 trusted companies could be reached.
NOW just to extrapolate that 36,000 further, IF each one of them did just a 1,000,000 unit order then that would be 36 BILLION units.
@ $1 (?) a pop thats some SERIOUS coin in Revenue from just ONE of our EAPs.

.

 

[Deleted member 118]

I don’t know. I have wondered if they are the one EAP that might not be proceeding.

It could be that the issue is with the reliability of MagikEye’s technology so I have left it off deliberately but I may be entirely wrong.

May be it is an AGM question.

My opinion only DYOR
FF

AKIDA BALLISTA

Everything I think will be revealed with magik eye when they release version 2 any day now