BRN Discussion Ongoing
- Thread starter TechGirl
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was just going through the Brainchip webFact Finder
Top 20
This further extract as to where Sony sees Prophesee technology being adopted is also exciting:This is a very interesting interview with some of the Sony engineers that worked with Prophesee on their EVS. They sound very confident in the tech. Future looks bright!
Event-based Vision Sensors that can function like human optic nerves and monitor only changes in subjects will open up vast new possibilities for AI and robots | Feature｜Sony Semiconductor Solutions Group
Introducing special contents of Sony Semiconductor Solutions Group.www.sony-semicon.com
Sakai：First of all, I want to devote myself fully to this project until we can achieve mass production and shipment of this product, the IMX636.
Nitta：Generally speaking, I want to focus on having EVS become widespread in the market.
Furukawa：To begin with, I believe we must first properly bring EVS to mass production.
Ihara：In addition to the manufacturing and inspection industries, I would like to expand the application range of EVS to various areas where frame-based image sensors are currently in use.
“
Tell us about the future potential of EVS.
Nitta：In addition to the industrial machinery and security areas mentioned earlier, the application of EVS is anticipated in a wide variety of areas that include medical devices, consumer equipment, robotics, game peripheral equipment, and sports technology. In addition to our cooperation with Prophesee, we will fully apply all of the strengths of our company in areas from semiconductors to sensing technology, and hope to provide various applications to the market.
The System Solutions Business Division also announced the “AITRIOS™”*2 edge AI sensing platform in October 2021. By converting EVS to smart cameras as devices to connect to this platform, and linking them to the ideas of many developers, we hope to expand the range of solutions provided and spread this technology extensively throughout the market.”
There is absolutely no doubt in my mind that big things will come from Brainchip and Prophesee completing each other’s technologies at the Edge and beyond.
My opinion only DYOR
FF
AKIDA BALLISTA
Fact Finder
Top 20
So the way for terrorists to defeat the system is to always form themselves into cells of 21 so while plumeria is monitoring 20 of them the 21st can be planting the bomb.
Regards
FF
AKIDA BALLISTA
Unleashing AI from the digital world into the real world.
Sony is uniquely positioned to leverage the AI opportunity. No other company spans across more aspects of the content value chain: Sony Semiconductor Solutions captures the photons, Sony Imaging Products & Solutions develops broadcast & production, Sony Pictures Entertainment creates movies, PlayStation™ Network offers various entertainment content and you can watch them through your Bravia®. If Sony translates this unique width across the content value chain to the interaction value chain, it will become one of the AI giants. If we use the various data we have to train AI models, the deep understanding of semiconductors to build AI accelerators, our content creation and distribution network to create interactive content, and our electronics capabilities to build robots and interactive devices, it will be hard for pure software companies to compete with this ecosystem.For myself this is very exciting since we will contribute to a key part of these AI systems but also as an end user. I am very much looking forward to the point when Sony brings AI from the digital world of search engines, social networks and e-mail filters of today to the real world in the form of personal assistants, autonomous driving and exciting new games of tomorrow.
Sony Group Portal - AI Initiatives - Event-based vision sensor (EVS)
AI eyes born taking hints from the human eye. Event-based vision sensor (EVS)
Fact Finder
Top 20
Just brilliant @TopCatUnleashing AI from the digital world into the real world.
Sony is uniquely positioned to leverage the AI opportunity. No other company spans across more aspects of the content value chain: Sony Semiconductor Solutions captures the photons, Sony Imaging Products & Solutions develops broadcast & production, Sony Pictures Entertainment creates movies, PlayStation™ Network offers various entertainment content and you can watch them through your Bravia®. If Sony translates this unique width across the content value chain to the interaction value chain, it will become one of the AI giants. If we use the various data we have to train AI models, the deep understanding of semiconductors to build AI accelerators, our content creation and distribution network to create interactive content, and our electronics capabilities to build robots and interactive devices, it will be hard for pure software companies to compete with this ecosystem.
For myself this is very exciting since we will contribute to a key part of these AI systems but also as an end user. I am very much looking forward to the point when Sony brings AI from the digital world of search engines, social networks and e-mail filters of today to the real world in the form of personal assistants, autonomous driving and exciting new games of tomorrow.
View attachment 18405Sony Group Portal - AI Initiatives - Event-based vision sensor (EVS)
AI eyes born taking hints from the human eye. Event-based vision sensor (EVS)www.sony.com
My opinion only DYOR
FF
AKIDA BALLISTA
Sony Group Portal - AI Initiatives - Event-based vision sensor (EVS)
AI eyes born taking hints from the human eye. Event-based vision sensor (EVS)
BaconLover
Founding Member
Managed to find a random Amazon chart from the early days, which I thought would share.
If you look at this chart closely, every company has this pullbacks sometimes around 50 to 60%, but those who can wither the storm will reap the benefits.
Not saying we won't have further downside with the current geo-political-economic situations, but once we come out of these, the companies that managed to hold well will do really well. And usually the companies that held strong during this period will be the leaders in the market on the next turn. BRN is still above the relative strength trend line which makes me believe we are holding strong, despite the pull back from ATH.
GLTA.
Fact Finder
Top 20
The former CEO Mr. Dinardo spoke of just this application:Sony Group Portal - AI Initiatives - Event-based vision sensor (EVS)
AI eyes born taking hints from the human eye. Event-based vision sensor (EVS)
“Drones equipped with AI can take over dangerous jobs such as investigation of disasters where humans are at high risk.”
My opinion only DYOR
FF
AKIDA BALLISTA
And it possibly fits with AKIDA production timeline.
First prototype was made in Januar 2022, the same month when Mercedes announced their partnership with BrainChip
Like Clicbot, Loona is also programmable.
When you think of the car race demontration video, you can imagine children drawing parcours with chalk on the ground, as one example.
What you have posted here is an "excellent example" of the timeline involved from concept design to market.
18 months, many shareholders should possibly take a note of this, the learning curve continues its educating.
Fact Finder
Top 20
I doubt that any shareholder here doubts the obvious nature of the Brainchip, Prophesee and Sony partnership technology links but look at it from a Renesas direction.
When you open this Renesas link open the Sony link then select the EU option to enliven the English language version. It becomes very interesting:
What we do not know is just how many nodes Prophesee needs of the AKIDA neural fabric to complete their event sensor???
My opinion only DYOR
FF
AKIDA BALLISTA
When you open this Renesas link open the Sony link then select the EU option to enliven the English language version. It becomes very interesting:
What we do not know is just how many nodes Prophesee needs of the AKIDA neural fabric to complete their event sensor???
My opinion only DYOR
FF
AKIDA BALLISTA
Fact Finder
Top 20
Then of course there is the known links between Sony and MegaChips:
en.m.wikipedia.org
What a beautiful spiderweb is being woven around the Brainchip ecosystem.
My opinion only DYOR
FF
AKIDA BALLISTA
Bionz - Wikipedia
What a beautiful spiderweb is being woven around the Brainchip ecosystem.
My opinion only DYOR
FF
AKIDA BALLISTA
Do we know anything about Sony’s Aitrios? Seems their website is being updated about it.
MDhere
Top 20
Ive met MC in person, hey Akida would need to do 2 one shot learns to recognise both MC and RT (iinsert @Diogenese retired ogre)
Bravo
If ARM was an arm, BRN would be its biceps💪!
Hey Brain Fam,
There's so much to luuuurve in this article. I've emboldened my fave bits. I think even Blind Freddie would find it impossible to dispute that there are many references here that point towards destination AKIDA.
Disclaimer: I openly admit to being a severely afflicted but highly-functioning AKIDAHOLIC, so please draw your own conclusions.
|In Blogs
|By Moumen Badawi
Qualcomm held a first-of-its-kind ‘Automotive Investor Day’ in New York recently. The event was organized to highlight the new ventures that Qualcomm is embarking upon in the automotive technology space. The company is building on its presence in 250 million vehicles using its connectivity and telematics technologies. Its automotive revenues traced to telematics and connectivity are projected to total $1.3 billion in 2022, up from $975 million in 2021. With this exclusive road map, the revenues are forecasted to reach $9 billion in 2031, which, based on the total addressable market (TAM) size, are conservative in our opinion. Licensing business is also part of the automotive push with the QTL (Qualcomm Technology Licensing) program to collect $5 per connected vehicle with 5G adoption expected to scale in 2024.
Qualcomm’s automotive efforts begin with its expertise in telematics and connectivity, the first branch of its Digital Chassis suite. Telematics and connectivity here include modems, GPS, Car2Cloud and more. The second biggest unit in terms of projected revenue generation is the digital cockpit, which has infotainment systems and where interaction with the driver/passenger takes place. This section comprises GPUs, CPUs, OS support and the like. Lastly, we have the top revenue generating unit, ADAS/AD systems, dubbed the Snapdragon Ride platform which is related to autonomous driving components, computer vision, ML and efficient computing processors.
The Digital Chassis suite offers a combined platform within the vehicle, from connectivity to ADAS. The enablement of at-the-edge applications for vehicles expands the potential of automotive designs and advancements. Qualcomm has opted to design and produce systems-on-chips (SoCs) that can be for OEMs and their intended passenger vehicle concepts. A key notion is to reduce costs and increase uses of the SoCs which can be used in any type of vehicle and at any price point.
Qualcomm will offer flexibility and customization based on the OEM’s needs and work alongside the Tier 1 suppliers. The company noted that OEMs aim for region-specific features and options, which affect pricing and useability. Hence, the One Technology concept is still applied but with interchangeable features catering to the intended market such as traffic patterns, surrounding environment, and regulatory obligations.
OTA updates of firmware and enabling new features can play a crucial role in keeping the car relevant to the latest technology. With such an approach, the passengers can perhaps experience a customized ride using OEM-specific applications or software add-ons. In addition, sensor algorithms and mapping of vehicle performance will always be refined. Thus, vehicle connectivity is becoming crucial as in-car experiences demand being almost constantly online.
The Snapdragon Ride Flex SoC is to be the first automotive super-compute SoC to integrate various operations including vision, ADAS/AD, and networking. The SoC will continue to be developed to reach Level 4 and even Level 5 autonomy while housing other applications for the passenger in terms of infotainment and the digital cockpit. AI accelerators would be in addition to the SoC to ensure fast computing and allow for data collection to scale solutions adequately while using a centralized cloud system. The Snapdragon Ride platform is the Digital Chassis branch pertaining to the ride experience and its refinement through interconnected functions.
C-V2X is another application Qualcomm is setting its sights on. With the enablement of such technology, the cars would be much safer and constantly connected with their surroundings, from pedestrian detection to parking spaces available in the vicinity. Having the vision SoC, C-V2X and sensors/LiDAR working together under one ecosystem is what Qualcomm offers for OEMs in addition to the other SoC applications and wireless technologies.
Snapdragon Ride SoC requires a vast compilation of compute power and precision for it to run smoothly. With that in mind, Qualcomm showcased the prowess needed to enable the technology. From multi-SoCs to computer vision, utilizing AI and ML algorithms for system enhancements and constant improvements, all allow OEMs to immediately tether the update through to all other vehicles.
The estimated revenue for 2031 was increased from the November 2021 forecast of $8 billion to more than $9 billion with a CAGR of 18%. The CAGR from 2022 to 2026 is estimated to be 32% with possible revenues of more than $4 billion, up from $3.5 billion from a previous estimate. The revisions indicate the operating scale of expanding OEM partnerships adopting Digital Chassis technologies, adding to the design-win pipeline and revenues associated with scaling and licensing. The content per vehicle is in the $200-$3,000 range depending on the desired features to be embedded.
The forecasted revenues do not include other opportunities cited at the event, which included two-wheelers and e-bikes, domain controllers and last-mile autonomy. However, these applications are to be explored by Qualcomm in the long term. Such opportunities can catapult the use of C-V2X technology and further expand Qualcomm’s TAM and technology adoptions through the various offerings, be it automotive or wireless oriented. The One Technology concept also adds value to OEMs’ efforts to expand their direct customer reach through other technologies and offerings, providing truly personalized yet uniform use cases for customers.
www.counterpointresearch.com
There's so much to luuuurve in this article. I've emboldened my fave bits. I think even Blind Freddie would find it impossible to dispute that there are many references here that point towards destination AKIDA.
Disclaimer: I openly admit to being a severely afflicted but highly-functioning AKIDAHOLIC, so please draw your own conclusions.
Qualcomm Gears up to Drive Automotive Industry Transformation
October 4, 2022|In Blogs
|By Moumen Badawi
Qualcomm held a first-of-its-kind ‘Automotive Investor Day’ in New York recently. The event was organized to highlight the new ventures that Qualcomm is embarking upon in the automotive technology space. The company is building on its presence in 250 million vehicles using its connectivity and telematics technologies. Its automotive revenues traced to telematics and connectivity are projected to total $1.3 billion in 2022, up from $975 million in 2021. With this exclusive road map, the revenues are forecasted to reach $9 billion in 2031, which, based on the total addressable market (TAM) size, are conservative in our opinion. Licensing business is also part of the automotive push with the QTL (Qualcomm Technology Licensing) program to collect $5 per connected vehicle with 5G adoption expected to scale in 2024.
Qualcomm’s automotive efforts begin with its expertise in telematics and connectivity, the first branch of its Digital Chassis suite. Telematics and connectivity here include modems, GPS, Car2Cloud and more. The second biggest unit in terms of projected revenue generation is the digital cockpit, which has infotainment systems and where interaction with the driver/passenger takes place. This section comprises GPUs, CPUs, OS support and the like. Lastly, we have the top revenue generating unit, ADAS/AD systems, dubbed the Snapdragon Ride platform which is related to autonomous driving components, computer vision, ML and efficient computing processors.
Cars Already on the Road
Qualcomm’s automotive presence precedes the revamped approach underlying the Automotive Investor Day. At the first event of the sort, Qualcomm highlighted its dominance in wireless technology in hardware and software and how such a reputation brings value in terms of applications in the automotive industry. Under its tie-ups with OEMs such as Stellantis and General Motors, Qualcomm is providing solutions pertaining to connectivity/car-to-cloud, digital cockpit and ADAS/AD systems. Some of these technologies are already on the road with Cadillac’s Lyriq EV and Opel’s Mokka-E. A new Mercedes-Benz model, reportedly the EQE SUV, is expected to be launched next The vehicle is set to be unveiled mid-October.One Technology Platform
Qualcomm seeks to drive the automotive industry transformation by using at-the-edge technology and unlocking the potential for passengers and OEMs. The automotive pivot to EVs is key to redefining the automotive language of design and in-car experiences. One feature that proves valuable is linking the vehicle owner directly with the OEM. The vehicle itself will perform other duties such as data collection and analysis of driving modes, and AI refinement in terms of safety, map guidance and software errors. Having the vehicle connected to a centralized system adds value to both ends of the car. The “One Technology Platform” eases the scalability while maintaining uniformity given Qualcomm’s lead in wireless connectivity and established car technology suite.
The Digital Chassis suite offers a combined platform within the vehicle, from connectivity to ADAS. The enablement of at-the-edge applications for vehicles expands the potential of automotive designs and advancements. Qualcomm has opted to design and produce systems-on-chips (SoCs) that can be for OEMs and their intended passenger vehicle concepts. A key notion is to reduce costs and increase uses of the SoCs which can be used in any type of vehicle and at any price point.
Qualcomm will offer flexibility and customization based on the OEM’s needs and work alongside the Tier 1 suppliers. The company noted that OEMs aim for region-specific features and options, which affect pricing and useability. Hence, the One Technology concept is still applied but with interchangeable features catering to the intended market such as traffic patterns, surrounding environment, and regulatory obligations.
Vehicle Lifecycle and Software as Differentiator
In contrast to the smartphone industry, cars have a longer life cycle which changes the perspective of technology implementation. To ensure vehicle longevity on the road, Qualcomm’s designs have future-oriented applications embedded, such as L3 and L4 AD systems. With its recent acquisition Arriver, Qualcomm aims to invest further into the technology for faster implementation and safer driving. Longevity also requires software updates and upkeep which Qualcomm does address by highlighting the importance of the One Technology concept and OEMs’ role in the cycle.OTA updates of firmware and enabling new features can play a crucial role in keeping the car relevant to the latest technology. With such an approach, the passengers can perhaps experience a customized ride using OEM-specific applications or software add-ons. In addition, sensor algorithms and mapping of vehicle performance will always be refined. Thus, vehicle connectivity is becoming crucial as in-car experiences demand being almost constantly online.
Snapdragon Ride, ADAS/AD in Scope
Given the importance of ADAS/AD development in Qualcomm’s automotive strategy, Snapdragon Ride was showcased in detail. The road map showed SoC designs, vision system development through Arriver and the automated riding stack in collaboration with BMW.The Snapdragon Ride Flex SoC is to be the first automotive super-compute SoC to integrate various operations including vision, ADAS/AD, and networking. The SoC will continue to be developed to reach Level 4 and even Level 5 autonomy while housing other applications for the passenger in terms of infotainment and the digital cockpit. AI accelerators would be in addition to the SoC to ensure fast computing and allow for data collection to scale solutions adequately while using a centralized cloud system. The Snapdragon Ride platform is the Digital Chassis branch pertaining to the ride experience and its refinement through interconnected functions.
C-V2X is another application Qualcomm is setting its sights on. With the enablement of such technology, the cars would be much safer and constantly connected with their surroundings, from pedestrian detection to parking spaces available in the vicinity. Having the vision SoC, C-V2X and sensors/LiDAR working together under one ecosystem is what Qualcomm offers for OEMs in addition to the other SoC applications and wireless technologies.
Snapdragon Ride SoC requires a vast compilation of compute power and precision for it to run smoothly. With that in mind, Qualcomm showcased the prowess needed to enable the technology. From multi-SoCs to computer vision, utilizing AI and ML algorithms for system enhancements and constant improvements, all allow OEMs to immediately tether the update through to all other vehicles.
Design-win Pipeline: From $19 bn to $30 bn in Two Months
Qualcomm’s automotive push shows strong performance with an increase of $11 billion in two months towards its portfolio of vehicular technologies. The tech firm utilized its Digital Chassis to increase OEM partnerships and engage in automotive innovations with an estimated TAM of $100 billion by 2030. The pipeline additions include both software and hardware with the TAM addressing vehicle connectivity, cockpit digitization and driver assistance systems.
The estimated revenue for 2031 was increased from the November 2021 forecast of $8 billion to more than $9 billion with a CAGR of 18%. The CAGR from 2022 to 2026 is estimated to be 32% with possible revenues of more than $4 billion, up from $3.5 billion from a previous estimate. The revisions indicate the operating scale of expanding OEM partnerships adopting Digital Chassis technologies, adding to the design-win pipeline and revenues associated with scaling and licensing. The content per vehicle is in the $200-$3,000 range depending on the desired features to be embedded.
The forecasted revenues do not include other opportunities cited at the event, which included two-wheelers and e-bikes, domain controllers and last-mile autonomy. However, these applications are to be explored by Qualcomm in the long term. Such opportunities can catapult the use of C-V2X technology and further expand Qualcomm’s TAM and technology adoptions through the various offerings, be it automotive or wireless oriented. The One Technology concept also adds value to OEMs’ efforts to expand their direct customer reach through other technologies and offerings, providing truly personalized yet uniform use cases for customers.
And then there's this...
Counterpoint
www.counterpointresearch.com
Last edited:
Indeed, what a web!Then of course there is the known links between Sony and MegaChips:
Bionz - Wikipedia
What a beautiful spiderweb is being woven around the Brainchip ecosystem.
My opinion only DYOR
FF
AKIDA BALLISTA
View attachment 18408
Qualcomm reveals the three benefits it expects from its partnership with Sony Semiconductor Solutions
During its opening-night keynote presentation at its annual Snapdragon Summit, Qualcomm laid out three specific advantages of co-developing a lab with Sony Semiconductor Solutions to push imaging technology further.
While the exact details of this partnership remain under wraps, Qualcomm mentioned three specific benefits it expects to gain from the partnership as it pertains to camera advancements.
The first benefit is the ability to expedite image processing development on Snapdragon 8 devices. Imaging capabilities of smartphones are some of the most important features of newer flagship devices and it seems Qualcomm’s plan is to use Sony’s expertise in the area to more rapidly improve its image signal processing technology.
Terroni2105
Founding Member
Excellent read TopCat.This is a very interesting interview with some of the Sony engineers that worked with Prophesee on their EVS. They sound very confident in the tech. Future looks bright!
Event-based Vision Sensors that can function like human optic nerves and monitor only changes in subjects will open up vast new possibilities for AI and robots | Feature｜Sony Semiconductor Solutions Group
Introducing special contents of Sony Semiconductor Solutions Group.
Sakai：First of all, I want to devote myself fully to this project until we can achieve mass production and shipment of this product, the IMX636.
Nitta：Generally speaking, I want to focus on having EVS become widespread in the market.
Furukawa：To begin with, I believe we must first properly bring EVS to mass production.
Ihara：In addition to the manufacturing and inspection industries, I would like to expand the application range of EVS to various areas where frame-based image sensors are currently in use.
Besides the extracts FF has highlighted it also underscores what a brilliant partner Prophesee is to have.
Tell us what you have gained from this collaboration with a startup company.
“…when we look at Prophesee, we feel its determination and aggressive stance to develop its technology into products and release them to the world, as well as its sense of urgency and earnestness, at every turn… “
“The Prophesee members continually take their own application software and evaluation kits and make approaches to customers, conclude NDAs (non-disclosure agreements) quickly, and enter phases of joint technical investigations. I believe we can learn much from their speed and adaptability in finding new customers…”
“Prophesee is a pioneer in event-based information processing, so they provide software and documents that reflect their abundant knowledge and expertise. They update their software quickly while identifying the functions that will be required in the future and including them in those updates, and the quality of their documents becomes even higher every time we see them. We can learn much from their development speed and their stance of wanting to always do better.”
Last edited:
TasTroy77
Founding Member
Hey Brain Fam,
There's so much to luuuurve in this article. I've emboldened my fave bits. I think even Blind Freddie would find it impossible to dispute that there are many references here that point towards destination AKIDA.
Disclaimer: I openly admit to being a severely afflicted but highly-functioning AKIDAHOLIC, so please draw your own conclusions.
Qualcomm Gears up to Drive Automotive Industry Transformation
October 4, 2022
|In Blogs
|By Moumen Badawi
Qualcomm held a first-of-its-kind ‘Automotive Investor Day’ in New York recently. The event was organized to highlight the new ventures that Qualcomm is embarking upon in the automotive technology space. The company is building on its presence in 250 million vehicles using its connectivity and telematics technologies. Its automotive revenues traced to telematics and connectivity are projected to total $1.3 billion in 2022, up from $975 million in 2021. With this exclusive road map, the revenues are forecasted to reach $9 billion in 2031, which, based on the total addressable market (TAM) size, are conservative in our opinion. Licensing business is also part of the automotive push with the QTL (Qualcomm Technology Licensing) program to collect $5 per connected vehicle with 5G adoption expected to scale in 2024.
Qualcomm’s automotive efforts begin with its expertise in telematics and connectivity, the first branch of its Digital Chassis suite. Telematics and connectivity here include modems, GPS, Car2Cloud and more. The second biggest unit in terms of projected revenue generation is the digital cockpit, which has infotainment systems and where interaction with the driver/passenger takes place. This section comprises GPUs, CPUs, OS support and the like. Lastly, we have the top revenue generating unit, ADAS/AD systems, dubbed the Snapdragon Ride platform which is related to autonomous driving components, computer vision, ML and efficient computing processors.
Cars Already on the Road
Qualcomm’s automotive presence precedes the revamped approach underlying the Automotive Investor Day. At the first event of the sort, Qualcomm highlighted its dominance in wireless technology in hardware and software and how such a reputation brings value in terms of applications in the automotive industry. Under its tie-ups with OEMs such as Stellantis and General Motors, Qualcomm is providing solutions pertaining to connectivity/car-to-cloud, digital cockpit and ADAS/AD systems. Some of these technologies are already on the road with Cadillac’s Lyriq EV and Opel’s Mokka-E. A new Mercedes-Benz model, reportedly the EQE SUV, is expected to be launched next The vehicle is set to be unveiled mid-October.
One Technology Platform
Qualcomm seeks to drive the automotive industry transformation by using at-the-edge technology and unlocking the potential for passengers and OEMs. The automotive pivot to EVs is key to redefining the automotive language of design and in-car experiences. One feature that proves valuable is linking the vehicle owner directly with the OEM. The vehicle itself will perform other duties such as data collection and analysis of driving modes, and AI refinement in terms of safety, map guidance and software errors. Having the vehicle connected to a centralized system adds value to both ends of the car. The “One Technology Platform” eases the scalability while maintaining uniformity given Qualcomm’s lead in wireless connectivity and established car technology suite.
The Digital Chassis suite offers a combined platform within the vehicle, from connectivity to ADAS. The enablement of at-the-edge applications for vehicles expands the potential of automotive designs and advancements. Qualcomm has opted to design and produce systems-on-chips (SoCs) that can be for OEMs and their intended passenger vehicle concepts. A key notion is to reduce costs and increase uses of the SoCs which can be used in any type of vehicle and at any price point.
Qualcomm will offer flexibility and customization based on the OEM’s needs and work alongside the Tier 1 suppliers. The company noted that OEMs aim for region-specific features and options, which affect pricing and useability. Hence, the One Technology concept is still applied but with interchangeable features catering to the intended market such as traffic patterns, surrounding environment, and regulatory obligations.
Vehicle Lifecycle and Software as Differentiator
In contrast to the smartphone industry, cars have a longer life cycle which changes the perspective of technology implementation. To ensure vehicle longevity on the road, Qualcomm’s designs have future-oriented applications embedded, such as L3 and L4 AD systems. With its recent acquisition Arriver, Qualcomm aims to invest further into the technology for faster implementation and safer driving. Longevity also requires software updates and upkeep which Qualcomm does address by highlighting the importance of the One Technology concept and OEMs’ role in the cycle.
OTA updates of firmware and enabling new features can play a crucial role in keeping the car relevant to the latest technology. With such an approach, the passengers can perhaps experience a customized ride using OEM-specific applications or software add-ons. In addition, sensor algorithms and mapping of vehicle performance will always be refined. Thus, vehicle connectivity is becoming crucial as in-car experiences demand being almost constantly online.
Snapdragon Ride, ADAS/AD in Scope
Given the importance of ADAS/AD development in Qualcomm’s automotive strategy, Snapdragon Ride was showcased in detail. The road map showed SoC designs, vision system development through Arriver and the automated riding stack in collaboration with BMW.
The Snapdragon Ride Flex SoC is to be the first automotive super-compute SoC to integrate various operations including vision, ADAS/AD, and networking. The SoC will continue to be developed to reach Level 4 and even Level 5 autonomy while housing other applications for the passenger in terms of infotainment and the digital cockpit. AI accelerators would be in addition to the SoC to ensure fast computing and allow for data collection to scale solutions adequately while using a centralized cloud system. The Snapdragon Ride platform is the Digital Chassis branch pertaining to the ride experience and its refinement through interconnected functions.
C-V2X is another application Qualcomm is setting its sights on. With the enablement of such technology, the cars would be much safer and constantly connected with their surroundings, from pedestrian detection to parking spaces available in the vicinity. Having the vision SoC, C-V2X and sensors/LiDAR working together under one ecosystem is what Qualcomm offers for OEMs in addition to the other SoC applications and wireless technologies.
Snapdragon Ride SoC requires a vast compilation of compute power and precision for it to run smoothly. With that in mind, Qualcomm showcased the prowess needed to enable the technology. From multi-SoCs to computer vision, utilizing AI and ML algorithms for system enhancements and constant improvements, all allow OEMs to immediately tether the update through to all other vehicles.
Design-win Pipeline: From $19 bn to $30 bn in Two Months
Qualcomm’s automotive push shows strong performance with an increase of $11 billion in two months towards its portfolio of vehicular technologies. The tech firm utilized its Digital Chassis to increase OEM partnerships and engage in automotive innovations with an estimated TAM of $100 billion by 2030. The pipeline additions include both software and hardware with the TAM addressing vehicle connectivity, cockpit digitization and driver assistance systems.
The estimated revenue for 2031 was increased from the November 2021 forecast of $8 billion to more than $9 billion with a CAGR of 18%. The CAGR from 2022 to 2026 is estimated to be 32% with possible revenues of more than $4 billion, up from $3.5 billion from a previous estimate. The revisions indicate the operating scale of expanding OEM partnerships adopting Digital Chassis technologies, adding to the design-win pipeline and revenues associated with scaling and licensing. The content per vehicle is in the $200-$3,000 range depending on the desired features to be embedded.
The forecasted revenues do not include other opportunities cited at the event, which included two-wheelers and e-bikes, domain controllers and last-mile autonomy. However, these applications are to be explored by Qualcomm in the long term. Such opportunities can catapult the use of C-V2X technology and further expand Qualcomm’s TAM and technology adoptions through the various offerings, be it automotive or wireless oriented. The One Technology concept also adds value to OEMs’ efforts to expand their direct customer reach through other technologies and offerings, providing truly personalized yet uniform use cases for customers.
And then there's this...
View attachment 18414 View attachment 18415
Counterpoint
Fact Finder
Top 20
While I have no doubt that through Prophesee & Sony Qualcomm will be adopting and working with Brainchip AKIDA IP you have left out the most important part of the article regarding Qualcomm’s Snapdragon automotive platform where Mercedes’ Benz is concerned:Hey Brain Fam,
There's so much to luuuurve in this article. I've emboldened my fave bits. I think even Blind Freddie would find it impossible to dispute that there are many references here that point towards destination AKIDA.
Disclaimer: I openly admit to being a severely afflicted but highly-functioning AKIDAHOLIC, so please draw your own conclusions.
Qualcomm Gears up to Drive Automotive Industry Transformation
October 4, 2022
|In Blogs
|By Moumen Badawi
Qualcomm held a first-of-its-kind ‘Automotive Investor Day’ in New York recently. The event was organized to highlight the new ventures that Qualcomm is embarking upon in the automotive technology space. The company is building on its presence in 250 million vehicles using its connectivity and telematics technologies. Its automotive revenues traced to telematics and connectivity are projected to total $1.3 billion in 2022, up from $975 million in 2021. With this exclusive road map, the revenues are forecasted to reach $9 billion in 2031, which, based on the total addressable market (TAM) size, are conservative in our opinion. Licensing business is also part of the automotive push with the QTL (Qualcomm Technology Licensing) program to collect $5 per connected vehicle with 5G adoption expected to scale in 2024.
Qualcomm’s automotive efforts begin with its expertise in telematics and connectivity, the first branch of its Digital Chassis suite. Telematics and connectivity here include modems, GPS, Car2Cloud and more. The second biggest unit in terms of projected revenue generation is the digital cockpit, which has infotainment systems and where interaction with the driver/passenger takes place. This section comprises GPUs, CPUs, OS support and the like. Lastly, we have the top revenue generating unit, ADAS/AD systems, dubbed the Snapdragon Ride platform which is related to autonomous driving components, computer vision, ML and efficient computing processors.
Cars Already on the Road
Qualcomm’s automotive presence precedes the revamped approach underlying the Automotive Investor Day. At the first event of the sort, Qualcomm highlighted its dominance in wireless technology in hardware and software and how such a reputation brings value in terms of applications in the automotive industry. Under its tie-ups with OEMs such as Stellantis and General Motors, Qualcomm is providing solutions pertaining to connectivity/car-to-cloud, digital cockpit and ADAS/AD systems. Some of these technologies are already on the road with Cadillac’s Lyriq EV and Opel’s Mokka-E. A new Mercedes-Benz model, reportedly the EQE SUV, is expected to be launched next The vehicle is set to be unveiled mid-October.
One Technology Platform
Qualcomm seeks to drive the automotive industry transformation by using at-the-edge technology and unlocking the potential for passengers and OEMs. The automotive pivot to EVs is key to redefining the automotive language of design and in-car experiences. One feature that proves valuable is linking the vehicle owner directly with the OEM. The vehicle itself will perform other duties such as data collection and analysis of driving modes, and AI refinement in terms of safety, map guidance and software errors. Having the vehicle connected to a centralized system adds value to both ends of the car. The “One Technology Platform” eases the scalability while maintaining uniformity given Qualcomm’s lead in wireless connectivity and established car technology suite.
The Digital Chassis suite offers a combined platform within the vehicle, from connectivity to ADAS. The enablement of at-the-edge applications for vehicles expands the potential of automotive designs and advancements. Qualcomm has opted to design and produce systems-on-chips (SoCs) that can be for OEMs and their intended passenger vehicle concepts. A key notion is to reduce costs and increase uses of the SoCs which can be used in any type of vehicle and at any price point.
Qualcomm will offer flexibility and customization based on the OEM’s needs and work alongside the Tier 1 suppliers. The company noted that OEMs aim for region-specific features and options, which affect pricing and useability. Hence, the One Technology concept is still applied but with interchangeable features catering to the intended market such as traffic patterns, surrounding environment, and regulatory obligations.
Vehicle Lifecycle and Software as Differentiator
In contrast to the smartphone industry, cars have a longer life cycle which changes the perspective of technology implementation. To ensure vehicle longevity on the road, Qualcomm’s designs have future-oriented applications embedded, such as L3 and L4 AD systems. With its recent acquisition Arriver, Qualcomm aims to invest further into the technology for faster implementation and safer driving. Longevity also requires software updates and upkeep which Qualcomm does address by highlighting the importance of the One Technology concept and OEMs’ role in the cycle.
OTA updates of firmware and enabling new features can play a crucial role in keeping the car relevant to the latest technology. With such an approach, the passengers can perhaps experience a customized ride using OEM-specific applications or software add-ons. In addition, sensor algorithms and mapping of vehicle performance will always be refined. Thus, vehicle connectivity is becoming crucial as in-car experiences demand being almost constantly online.
Snapdragon Ride, ADAS/AD in Scope
Given the importance of ADAS/AD development in Qualcomm’s automotive strategy, Snapdragon Ride was showcased in detail. The road map showed SoC designs, vision system development through Arriver and the automated riding stack in collaboration with BMW.
The Snapdragon Ride Flex SoC is to be the first automotive super-compute SoC to integrate various operations including vision, ADAS/AD, and networking. The SoC will continue to be developed to reach Level 4 and even Level 5 autonomy while housing other applications for the passenger in terms of infotainment and the digital cockpit. AI accelerators would be in addition to the SoC to ensure fast computing and allow for data collection to scale solutions adequately while using a centralized cloud system. The Snapdragon Ride platform is the Digital Chassis branch pertaining to the ride experience and its refinement through interconnected functions.
C-V2X is another application Qualcomm is setting its sights on. With the enablement of such technology, the cars would be much safer and constantly connected with their surroundings, from pedestrian detection to parking spaces available in the vicinity. Having the vision SoC, C-V2X and sensors/LiDAR working together under one ecosystem is what Qualcomm offers for OEMs in addition to the other SoC applications and wireless technologies.
Snapdragon Ride SoC requires a vast compilation of compute power and precision for it to run smoothly. With that in mind, Qualcomm showcased the prowess needed to enable the technology. From multi-SoCs to computer vision, utilizing AI and ML algorithms for system enhancements and constant improvements, all allow OEMs to immediately tether the update through to all other vehicles.
Design-win Pipeline: From $19 bn to $30 bn in Two Months
Qualcomm’s automotive push shows strong performance with an increase of $11 billion in two months towards its portfolio of vehicular technologies. The tech firm utilized its Digital Chassis to increase OEM partnerships and engage in automotive innovations with an estimated TAM of $100 billion by 2030. The pipeline additions include both software and hardware with the TAM addressing vehicle connectivity, cockpit digitization and driver assistance systems.
The estimated revenue for 2031 was increased from the November 2021 forecast of $8 billion to more than $9 billion with a CAGR of 18%. The CAGR from 2022 to 2026 is estimated to be 32% with possible revenues of more than $4 billion, up from $3.5 billion from a previous estimate. The revisions indicate the operating scale of expanding OEM partnerships adopting Digital Chassis technologies, adding to the design-win pipeline and revenues associated with scaling and licensing. The content per vehicle is in the $200-$3,000 range depending on the desired features to be embedded.
The forecasted revenues do not include other opportunities cited at the event, which included two-wheelers and e-bikes, domain controllers and last-mile autonomy. However, these applications are to be explored by Qualcomm in the long term. Such opportunities can catapult the use of C-V2X technology and further expand Qualcomm’s TAM and technology adoptions through the various offerings, be it automotive or wireless oriented. The One Technology concept also adds value to OEMs’ efforts to expand their direct customer reach through other technologies and offerings, providing truly personalized yet uniform use cases for customers.
And then there's this...
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Counterpoint
“However, the use of Drive Orin for automated driving planned for 2024 shows that Nvidia will also be used in the future, at least in other areas at Mercedes-Benz.
Mercedes-Benz did not opt for the Snapdragon Ride offered by Qualcomm.
BMW, on the other hand, will use this platform from 2025 with the “New Class”…
Mercedes-Benz is now a customer for infotainment and telematics.”
Mercedes Benz with Qualcomm is continuing its well worn pathway and is picking the eyes out of different suppliers offerings.
In so doing Brainchip and its Mercedes AKIDA developed use cases will rub shoulders against Qualcomm but there is nothing in what you have posted to convince me that AKIDA is already in Qualcomm’s platforms.
Now as Qualcomm has said that it will reveal more about Flex SoC at CES 2023 it is not impossible that the rubbing up against AKIDA at Mercedes Benz and while working with Prophesee and Sony has seen interest which could be on the CES 2023 Cards it is very speculative at this point in time.
My opinion only DYOR
FF
AKIDA BALLISTA
Fact Finder
Top 20
When you go diving on the web Camera buffs are all a buzz about the statement by Sony later followed up by Qualcomm that image quality on mobiles phones will soon reach the point where they kill off standalone cameras.
There are many blogs and posts but the following is very interesting and echoes what Prophesee CEO Luca Verre stated in the No. 20 Brainchip podcast:
One, Two, Three, and Four Front Battles »
"Qualcomm exec thinks AI will help smartphones eclipse dedicated cameras soon" --reasonably accurate headline repeated by all the news scrapers who scraped the Android Authority interview. [Disclosure: I own Qualcomm stock.]
(I'll have more to say about AI in an upcoming article.)
The premise of Sony's original statements about smartphones surpassing dedicated cameras and now Qualcomm's echo of them lies in a very simple notion: that AI can make up for physics. In essence, what's been happening is that the image sensor/image processor chain in the smartphones has been getting tighter and faster and more "intelligent", to the point where the images produced overcome the obstacles of underlying physics of such a small sensor. “
My opinion only DYOR
FF
AKIDA BALLISTA
There are many blogs and posts but the following is very interesting and echoes what Prophesee CEO Luca Verre stated in the No. 20 Brainchip podcast:
“More Strange Things Said on the Internet XVIII
News/ViewsOne, Two, Three, and Four Front Battles »
"Qualcomm exec thinks AI will help smartphones eclipse dedicated cameras soon" --reasonably accurate headline repeated by all the news scrapers who scraped the Android Authority interview. [Disclosure: I own Qualcomm stock.]
(I'll have more to say about AI in an upcoming article.)
The premise of Sony's original statements about smartphones surpassing dedicated cameras and now Qualcomm's echo of them lies in a very simple notion: that AI can make up for physics. In essence, what's been happening is that the image sensor/image processor chain in the smartphones has been getting tighter and faster and more "intelligent", to the point where the images produced overcome the obstacles of underlying physics of such a small sensor. “
My opinion only DYOR
FF
AKIDA BALLISTA
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