1% of $200 billion = $2.000billionJust another for your addressable market list.
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Image Sensor Market Size, Share, Trends, Opportunities & Forecast
Image Sensor Market size was valued at $16.26 Bn in 2020 and is projected to reach $34.11 Bn by 2028, growing at a CAGR of 9.80%www.verifiedmarketresearch.com
Image Sensor Market size was valued at USD 16.26 Billion in 2020 and is projected to reach USD 34.11 Billion by 2028, growing at a CAGR of 9.80% from 2021 to 2028.
Key Players
Sony
Samsung
On Semi
Omnivision
With Sony and Samsung controlling approx 51% and 26% respectively.
1% = $341 Million USD or $488 Million AUD
Good job with decimals ff1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million
Total USD = $4.921 billion
For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.
It has partnerships and or commercial deals announced with the following:
NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.
Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.
Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.
My opinion only DYOR
FF
AKIDA BALLISTA
Like your work TLS.
Texas Instruments are using an ARM processor which until they add AKIDA will not be something to crow about.Texas Instruments
New processors make edge AI more accessible while cutting power consumption in half
Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors
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Texas Instruments
Jun 02, 2022, 09:00 ET
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DALLAS, June 2, 2022 /PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62 processors that help expand edge artificial intelligence (AI) processing into next-generation applications. The low-power design of the new processors enables support for dual-screen displays and small-size human-machine interface (HMI) applications. For more information, see ti.com/product/AM625.
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Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors.
TI will showcase the new AM62 processors and demonstrate system-level solutions for edge AI and electric vehicle charging HMI applications in booth No. 215 at embedded world in Nuremburg, Germany, June 21-23, 2022. For more information, see ti.com/embeddedworld.
The next generation of HMI will bring new ways of interacting with machines, such as enabling gesture recognition to give commands in a noisy factory environment or enabling the control of machines by phones or tablets with a wireless connection. Adding edge AI features to HMI applications, including machine vision, analytics and predictive maintenance, can help bring a new meaning to HMI that goes beyond a mere interface to enable human-machine interaction. AM62 processors bring analytics to edge devices at low power, including suspend states as low as 7 mW and no need to design for thermal considerations, which can give engineers flexibility to deploy these capabilities in size-constrained applications or industrial environments.
Bring intelligence to new applications with cost-effective edge AI
Starting at less than US$5, the AM62 processor brings low-cost analytics to HMI devices by enabling basic camera-based image processing and edge AI functions, such as detecting and recognizing objects. AM62 processors also enable dual-screen, full high-definition displays and support for multiple operating systems, including Mainline Linux® and Android™ operating systems. AM62 processors also support both wired and wireless connectivity interfaces. To learn more about how edge AI capabilities are evolving HMI applications, see the technical article, "Three key considerations for the next generation of HMI."
Reduce system power consumption by as much as 50%
AM62 processors can reduce power consumption in industrial applications by as much as 50% compared to competing devices, enabling an application powered by AA batteries to remain on for over 1,000 hours. This is possible through a simplified power architecture; the device features only two dedicated power rails and five power modes. Deep sleep mode at <5 mW enables longer battery life, while an active power of <1.5 W is made possible by a core voltage of 0.75 V. Reducing system power consumption extends battery life and helps engineers meet design requirements for handheld or size-constrained devices that can be deployed anywhere. Achieving optimal power performance is further simplified with the new TPS65219, a companion PMIC specifically designed to meet AM62 processor power supply requirements.
Simplify development complexity with access to hardware and software tools and resources
A wide range of tools and resources for AM62 processors provides flexible options for development and can help reduce cost and complexity barriers to design. Multiple open-source software solutions, including Mainline Linux, simplify the application development process and help achieve faster time to market. A rich hardware ecosystem, including a third-party evaluation module (EVM) starting at US$25, helps designers get started faster on application designs.
Package, availability and pricing
The AM625 and AM623 processors are now available through TI and authorized distributors in a 13-mm-by-13-mm, 425-pin ALW package, with pricing starting at less than US$5 in 1,000-unit quantities. Full and custom-quantity reels are available on TI.com and through other channels. The AM62 EVM is available on TI.com for US$149. Multiple payment and shipping options are available on TI.com.
About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures, tests and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems. Our passion to create a better world by making electronics more affordable through semiconductors is alive today, as each generation of innovation builds upon the last to make our technology smaller, more efficient, more reliable and more affordable – making it possible for semiconductors to go into electronics everywhere. We think of this as Engineering Progress. It's what we do and have been doing for decades. Learn more at TI.com.
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New processors make edge AI more accessible while cutting power consumption in half
/PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62...www.prnewswire.com
I hope you never used a calculator and cheated on the 1%1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million
Total USD = $4.921 billion
For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.
It has partnerships and or commercial deals announced with the following:
NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.
Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.
Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.
My opinion only DYOR
FF
AKIDA BALLISTA
I hope you never used a calculator and cheated on the 1%
Please correct me if I'm wrong here. Looking at the above figures for the sensor market at $34.1bn by 2028. Who will take what share of that market, sensor manufacturers, chip manufacturers, Sensor and chip IP, AI IP. Is a 1% share realisitic.1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million
Total USD = $4.921 billion
For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.
It has partnerships and or commercial deals announced with the following:
NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.
Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.
Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.
My opinion only DYOR
FF
AKIDA BALLISTA
Yes but you could take the percentages from the Pitt Street Research Report which allows for royalties to be as high as 15% if the IP is unique enough.Please correct me if I'm wrong here. Looking at the above figures for the sensor market at $34.1bn by 2028. Who will take what share of that market, sensor manufacturers, chip manufacturers, Sensor and chip IP, AI IP. Is a 1% share realisitic.
Somebody suggested that the IP revenue is somewhere between 2 and 5% of the price of the item (chip or sensor). For my income figures, I will go with 3% and Brainchip has a 50% market coverage. (Both figures are conservative).
This gives a potential revenue of ca $510m.
At 2% - $340m, 50% market share
At 5% - $850m, 50% market share
Given we are the only commercial IP that is proven right now then the 50% market share is very probably light.
Does this make sense?
If this is correct and we go with FF's figures above for all markets - $5bn in revenue at 80% profit (LDN said 97%) gives a $4bn profit in 2028.
At a PE of 20 it gives and $80bn MC. Given current shares on issue (1.8bn) = $44+ share price.
If figures are in US dollars then do your own sums for AUD share price!
All rough calcs
That is freakin scary!!!
PS. Loved the fact Graimatter were pissed they had missed out on Prophesee, as per the tweets earlier!
My flux capacitor can’t cope if the return is 15% on IP!Yes but you could take the percentages from the Pitt Street Research Report which allows for royalties to be as high as 15% if the IP is unique enough.
Or you could take the $200 billion which is the value of semiconductors in automotive by 2040 and as AKIDA is a semiconductor apply 50% coverage and achieve $100 billion.
There is no right answer as such but any way we cut the mustard @chapman89 ’s predicted $500 million by 2025 is not hype.
If he is out by 50% and it is only $250 million USD by 2025 Brainchip will be flying or orbiting.
My opinion only DYOR
FF
AKIDA BALLISTA
Push you good thing....puuuush!BrainChip, I feel the force is strong with this one.