RENESAS
When thinking about Renesas and AKIDA IP and what they licenced consider these facts.
If you are fixing a cupboard in your kitchen using screws you only go to Bunnings and buy screws if the ones you have are the wrong type or size. (Or you left your shed in such a mess you cannot find the bottle they are in.
).
Renesas produce semiconductors.
The highest volume semiconductor they produce is the micro control unit or MCU.
Renesas produce and sell billions of MCU’s.
AKD1000 has 80 Nodes and is far too big and overpowered for use in an MCU. It would defeat the purpose and be unaffordable in the MCU market.
Now consider what Anil Mankar said at the 2021 Ai Field Day the beauty of AKIDA technology is you can decide how many nodes you need for your particular task.
If latency is not an issue you could take just one node and put it on your device and make it smart. In most applications two nodes will be sufficient at the edge.
Now some direct quotes from Anil Mankar:
“Well we can go micro-watt,
a milli watt, in a keyword spotting example you saw…”
“The secret sauce is the neuromorphic architecture”
“Tiny ML has a definition…we actually beat that.”
“And we can size the network to what the sensor needs.”
“You can actually take a network and if you don’t have enough hardware then we do something called multi-path…it’s really application specific…there is no limit to the number of nodes you want to have…it will depend on the cost of the hardware and the latency required.”
“So one and a half nodes can do the keyword spotting…I can run the keyword on one node by just doing 2 passes…we can actually run larger networks in a 2 node configuration…by taking multiple passes on the hardware. It’s basically how much hardware you are willing to spend…it’s a trade off (with) latency…That’s the beauty of this IP solution…It can be in any process technology…most of the sensors are pretty old technology, they are analogue sensors, pressure, temperature, low cost things..”
Now come back to my trip to Bunnings. Renesas has its own neuromorphic computing technology but that technology cannot scale down and do what AKIDA technology does so they had to go to Brainchip to make a range of smart MCU’s.
Brainchip and Renesas are not competitors as Brainchip is filling a gap which Renesas cannot fill.
There is no reason to doubt the significance of this customer engagement and as has been said Renesas are bringing a suite of these revolutionary ultra low powered smart MCU’s to market and the market is one where billions of units are sold.
Brainchip got to this market first and have patents preventing Renesas entering so they had to buy what they needed from Brainchip.
My opinion only DYOR
FF
AKIDA BALLISTA