BRN Discussion Ongoing

[Fact Finder]

I’d love to know how much or if any of this is our IP? So far we’ve only seen Renesas mention us in one article and without a specific use case. I spose the question we need to consider is could these use cases be accomplished with the 2 nodes that they’ve licensed?

If I have understood what Peter van der Made, Anil Mankar and Kristopher Carlson have presented the answer is yes because a single node can do everything 80 nodes can do but you will sacrifice latency and training time.

Which is why it is incredibly difficult to rule in or out with Renesas unless they make a deliberate or accidental reveal.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Adam]

... and in the immortal words of the Bard himself ...


"You ain't seen nuthin' yet!"

Brainchip Turner Overdrive? Hope you are faring well, FF. All the best from Queensland,
Adam aka vcis123

 

[Diogenese]

Brainchip Turner Overdrive? Hope you are faring well, FF. All the best from Queensland,
Adam aka vcis123

https://www.bing.com/videos/search?...7F6F6EC71BEAEBF9DD0B7F6F6EC71BEAEBF&FORM=VIRE

 

[alwaysgreen]

Arm technology is defining the future of computing | Arm

We achieved record royalties in Q2! 🎉 Our investment across all lines of business is continuing to pay off, with impressive growth in automotive and IoT in particular. With an incredible 7.5 billion Arm-based chips shipped by our partners in Q2 alone and more than 240 billion to date, we're...

www.linkedin.com

Just look at this as one partner, 7.5 billion chips in One Quarter ……….
Wow, say no more for Chippa to be a fraction of this would be phenomenal !!

View attachment 21802

So, crudely, $463 million royalty revenue from 7.5 billion chips? 6 cents per chip? Am I reading this correctly?

 

[HopalongPetrovski]

Brainchip Turner Overdrive? Hope you are faring well, FF. All the best from Queensland,
Adam aka vcis123

Glad to see you here VCIS123.
Was hoping you would escape from the crapper and make it over here where the air is fresh and free and fair.
Having had an association with Peter in the past am sure you will be happy with our progress and current trajectory.
Welcome friend

 

[Mt09]

If I have understood what Peter van der Made, Anil Mankar and Kristopher Carlson have presented the answer is yes because a single node can do everything 80 nodes can do but you will sacrifice latency and training time.

Which is why it is incredibly difficult to rule in or out with Renesas unless they make a deliberate or accidental reveal.

My opinion only DYOR
FF

AKIDA BALLISTA

Exactly, a clogged air filter, anomaly detection or a sensor looking for a human entering a room doesn’t require a millisecond response and could be achieved with a “multi pass”. Safety (time) critical applications may need more nodes.

 

[Diogenese]

So, crudely, $463 million royalty revenue from 7.5 billion chips? 6 cents per chip? Am I reading this correctly?

Those figures ae presumably $US, but still not startling.

The other thing is that many of ARM's customers would be established clients, so would be paying royalties only and not the licence fees. BrainChip have an open order book.

ARM licence fees ten years ago:

https://www.anandtech.com/show/7112/the-arm-diaries-part-1-how-arms-business-model-works/2#:~:text=The upfront fee generally ranges from $1M -,2% of the selling price of the chip.

The ARM Diaries, Part 1: How ARM’s Business Model Works​

by Anand Lal Shimpion June 28, 2013 12:06 AM EST

The upfront fee generally ranges from $1M - $10M, although there are options lower or higher than that (I’ll get to that shortly). The royalty is on a per chip basis. Every chip that contains ARM IP has a royalty associated with it. The royalty is typically 1 - 2% of the selling price of the chip.

https://www.neowin.net/news/arm-reportedly-hiking-licensing-fees-of-its-chips-by-four-times-for-some-customers/​

Arm reportedly hiking licensing fees of its chips by four times for some customers​

Rajesh Pandey @ePandu · Jul 16, 2020 02:58 EDT ·

A couple of days after reports first emerged of SoftBank looking to sell Arm Holdings partially or do a public offering, a new report sheds light on how Arm has increased the licensing fees for some of its customers. The Reuters report claims that in recent negotiations, Arm representatives have hiked license costs by as much as four times for some customers. The move has led some of Arm's licensees to consider non-Arm alternatives.
“It’s created a lot of tension for us,” one Arm licensee told Reuters, saying the hikes seemed out of proportion to the improvements in the technology.

Arm's instruction set and CPU designs play a major role in almost every consumer product out there today, including smartphones, laptops, tablets, wearables, and more. The importance of Arm has only increased over the last decade with the rising popularity of smartphones. They are going to become even more important in the future as Apple has made its intention clear of switching its Mac lineup to custom Arm-based cores as they will offer better performance and efficiency to consumers. Some companies like Qualcomm license the instruction set as well as CPU core designs from Arm and pay a royalty on the latter. Others like Apple only pay the licensing fees for the instruction set and design their own CPU cores.

Arm already rakes in millions of dollars every year from licensing fees and billions of dollars in royalty fees from chips designed by it. A steep rise in Arm licensing fees could negatively impact consumers as well as companies could be forced to increase the final product price to make up for the increased fees.

I wonder how much the licensees are prepared to pay proportionally for improvements in the technology.

 

[Deadpool]

I know it's juvenile, but I believe there is an element of truth

No hard feelings Scotty

 

[BaconLover]

 

[Rise from the ashes]

ISL Awarded a SBIR Phase III Contract Option | ISL - Technology for Real World Solutions

www.islinc.com

Just for interest.

 

[Rise from the ashes]

Product Engineering Company | AI/ML and Data | Simform

Simform is a premier digital engineering services company specializing in Cloud MACH architectures, Data, and AI to create digital experiences and scalable products

www.simform.com

Company anil liked.

 

[alwaysgreen]

Those figures ae presumably $US, but still not startling.

The other thing is that many of ARM's customers would be established clients, so would be paying royalties only and not the licence fees. BrainChip have an open order book.

ARM licence fees ten years ago:

https://www.anandtech.com/show/7112/the-arm-diaries-part-1-how-arms-business-model-works/2#:~:text=The upfront fee generally ranges from $1M -,2% of the selling price of the chip.

The ARM Diaries, Part 1: How ARM’s Business Model Works​

by Anand Lal Shimpion June 28, 2013 12:06 AM EST

The upfront fee generally ranges from $1M - $10M, although there are options lower or higher than that (I’ll get to that shortly). The royalty is on a per chip basis. Every chip that contains ARM IP has a royalty associated with it. The royalty is typically 1 - 2% of the selling price of the chip.

https://www.neowin.net/news/arm-reportedly-hiking-licensing-fees-of-its-chips-by-four-times-for-some-customers/​

Arm reportedly hiking licensing fees of its chips by four times for some customers​

Rajesh Pandey @ePandu · Jul 16, 2020 02:58 EDT ·

A couple of days after reports first emerged of SoftBank looking to sell Arm Holdings partially or do a public offering, a new report sheds light on how Arm has increased the licensing fees for some of its customers. The Reuters report claims that in recent negotiations, Arm representatives have hiked license costs by as much as four times for some customers. The move has led some of Arm's licensees to consider non-Arm alternatives.
“It’s created a lot of tension for us,” one Arm licensee told Reuters, saying the hikes seemed out of proportion to the improvements in the technology.

Arm's instruction set and CPU designs play a major role in almost every consumer product out there today, including smartphones, laptops, tablets, wearables, and more. The importance of Arm has only increased over the last decade with the rising popularity of smartphones. They are going to become even more important in the future as Apple has made its intention clear of switching its Mac lineup to custom Arm-based cores as they will offer better performance and efficiency to consumers. Some companies like Qualcomm license the instruction set as well as CPU core designs from Arm and pay a royalty on the latter. Others like Apple only pay the licensing fees for the instruction set and design their own CPU cores.

Arm already rakes in millions of dollars every year from licensing fees and billions of dollars in royalty fees from chips designed by it. A steep rise in Arm licensing fees could negatively impact consumers as well as companies could be forced to increase the final product price to make up for the increased fees.

I wonder how much the customers are prepared to pay proportionally for improvements in the technology.

That's a great article. Thanks for posting.

So as we are essentially an add on to an arm chip, I wonder what are we going to get per chip from arm? 3 cents? We are going to need tos sell a lot of chips!

 

[TopCat]

Would the semiconductor manufacturer in Japan be referring to Megachips?

 

[Adam]

Glad to see you here VCIS123.
Was hoping you would escape from the crapper and make it over here where the air is fresh and free and fair.
Having had an association with Peter in the past am sure you will be happy with our progress and current trajectory.
Welcome friend

Hiya HP,
Moved over here a long time ago. Observe and listen. HC is a waste of space.
Be well

 

[stockduck]

Those figures ae presumably $US, but still not startling.

The other thing is that many of ARM's customers would be established clients, so would be paying royalties only and not the licence fees. BrainChip have an open order book.

ARM licence fees ten years ago:

https://www.anandtech.com/show/7112/the-arm-diaries-part-1-how-arms-business-model-works/2#:~:text=The upfront fee generally ranges from $1M -,2% of the selling price of the chip.

The ARM Diaries, Part 1: How ARM’s Business Model Works​

by Anand Lal Shimpion June 28, 2013 12:06 AM EST

The upfront fee generally ranges from $1M - $10M, although there are options lower or higher than that (I’ll get to that shortly). The royalty is on a per chip basis. Every chip that contains ARM IP has a royalty associated with it. The royalty is typically 1 - 2% of the selling price of the chip.

https://www.neowin.net/news/arm-reportedly-hiking-licensing-fees-of-its-chips-by-four-times-for-some-customers/​

Arm reportedly hiking licensing fees of its chips by four times for some customers​

Rajesh Pandey @ePandu · Jul 16, 2020 02:58 EDT ·

A couple of days after reports first emerged of SoftBank looking to sell Arm Holdings partially or do a public offering, a new report sheds light on how Arm has increased the licensing fees for some of its customers. The Reuters report claims that in recent negotiations, Arm representatives have hiked license costs by as much as four times for some customers. The move has led some of Arm's licensees to consider non-Arm alternatives.
“It’s created a lot of tension for us,” one Arm licensee told Reuters, saying the hikes seemed out of proportion to the improvements in the technology.

Arm's instruction set and CPU designs play a major role in almost every consumer product out there today, including smartphones, laptops, tablets, wearables, and more. The importance of Arm has only increased over the last decade with the rising popularity of smartphones. They are going to become even more important in the future as Apple has made its intention clear of switching its Mac lineup to custom Arm-based cores as they will offer better performance and efficiency to consumers. Some companies like Qualcomm license the instruction set as well as CPU core designs from Arm and pay a royalty on the latter. Others like Apple only pay the licensing fees for the instruction set and design their own CPU cores.

Arm already rakes in millions of dollars every year from licensing fees and billions of dollars in royalty fees from chips designed by it. A steep rise in Arm licensing fees could negatively impact consumers as well as companies could be forced to increase the final product price to make up for the increased fees.

I wonder how much the customers are prepared to pay proportionally for improvements in the technology.

"I wonder how much the customers are prepared to pay proportionally for improvements in the technology."

Indeed, and that is a very exciting question and depends directly on the skills of management, because for me as a customer for refrigerators I would really like to pay a higher price if the year to year energy consumption of this maschine would save me money over the lifetime of the maschine. It is also more important on everyday use like dishwashers and washing maschines.

 

[Build-it]

I have been thinking back to when shareholders were advised about the ARM Brainchip partnership and the lack of reaction to the announcement by the market when compared with what happened when Mercedes Benz dropped it was working with Brainchip.

The usual suspects all attacked both reveals on social media, share blogs and in the financial press so these attacks cannot be the sole reason why ARM did not rate.

When you weigh the respective merits of an engagement with ARM verses Mercedes Benz it is very easy to conclude which in a commercial sense makes the most commercial sense:

Mercedes Benz- arguably greatest automotive vehicle maker of all time producing up to about 3.5 million automobiles in a good year with up to 300 semi conductors required in EV form;

2. ARM sold over 7 billion semiconductors in its last quarter, supplies 90% of the chips in mobile phones, supplies chips to every industry known to man at volume and is considered so strategically important by the UK, the USA, China, Google, Amazon, Intel and Samsung that a proposed takeover by Nvidia was outlawed.

If you have not listened yet to yesterdays ARM Brainchip podcast make it your mission to listen not once but at least five times in the coming couple of weeks.

Why five times? Well Research has proven that if you hear something five times you are at extreme risk of NOT forgetting it.

Over the coming months I expect with some certainty that the negative ear worms are going to be running at full steam across all the media.

@stan9614 was doing battle yesterday in another place with one of the more adept wolves in sheep clothing who was peddling lies again and charts trying to enhance their trading position.

The markets may have yawned when the ARM Brainchip partnership was announced but that is absolutely no reason for you to go to sleep.

If Mercedes Benz justified a jump to $2.34 what stored value has ARM added.

Consider this further fact. ARM has a number one engineering firm SUCCESSFULLY driving its uptake across industry to the tune of over 7 billion chips last quarter.

That number one firm is Edge Impulse who is now fully Brainchip AKIDA Meta TF adopted and driving ARM Brainchip AKIDA solutions to industry via its over 55,000 Engineer developers.

Just because the ASX failed to react on mass it does not mean the institutional sharks missed the importance of the ARM Brainchip partnership. They most certainly know and understand.

Why does MF never mention this partnership? Call me a whatever but by not mentioning it the market does not hear ARM Brainchip partnership five times and start to remember it.

If the market does not remember it then when ARM kicks goals Brainchip does not come to mind among the masses.

Hold tight to your knowledge that the ARM Brainchip partnership is more significant in raw market penetration terms than any other engagement to date.

My opinion only DYOR
FF

AKIDA BALLISTA

https://www.fierceelectronics.com/iot-wireless/arm-broadens-developer-access-neoverse-clouds

For a company that started 2022 by watching its pending acquisition by Nvidia fall apart, Arm has not spent any time looking back at what might have been. The firm has made numerous announcements in the last several months that appear aimed at proving its CEO’s pledge that the company has a “limitless future.”

The company also said its Scalable Open Architecture for Embedded Edge (SOAFEE) project to help create the software-defined automotive vehicle of the future has drawn 50 member companies since launching in September 2021. The project is due to offer up the second release of its reference implementation by the end of this year.

Mohamed Awad, SVP and GM, Infrastructure Line of Business.

He further explained that Works on Arm free developer access also is being offered through a partnership with miniNodes that supports hosted access to IoT and edge platforms, like Jetson Nano and Raspberry Pi, which support the development of edge native software and use cases.

Alot to like from this article for BRN shareholders and only supports how ARM needs Akida for its "limitless Future."

The move to an IP company is a master stroke imo and the royalties are the icing on the fiscal cake.

Edge Compute.

 

[Dhm]

Whilst we are considering our relationship with ARM it is good to remind ourselves of the massive revenue opportunities we have with them. This from ARM’s website about Brainchip and our best use cases…..

BrainChip

Ubiquitous, distributed AI.<br/>Close to the sensor.<br/>Inspired by the human brain. <br/>

www.arm.com

 

[Diogenese]

ISL Awarded a SBIR Phase III Contract Option | ISL - Technology for Real World Solutions

www.islinc.com

Just for interest.

"The contract continues the development of the B-1B Part-Task Trainer which started with radar scope interpretation and procedural training for the Offensive Systems Operator (OSO) and AFWERX “Accelerating Pilot to Combat-ready Aviators” task to demonstrate a F-15E application.

While Akida could do radar (oscillo)scope interpretation, I reckon Akida could interpret the radar signals before they are projected onto the screen.

 

[Diogenese]

That's a great article. Thanks for posting.

So as we are essentially an add on to an arm chip, I wonder what are we going to get per chip from arm? 3 cents? We are going to need tos sell a lot of chips!

I think Akida IP will be an optional extra at a price chosen by BrainChip.

 

[Build-it]

https://www.fierceelectronics.com/iot-wireless/arm-broadens-developer-access-neoverse-clouds

View attachment 21824

For a company that started 2022 by watching its pending acquisition by Nvidia fall apart, Arm has not spent any time looking back at what might have been. The firm has made numerous announcements in the last several months that appear aimed at proving its CEO’s pledge that the company has a “limitless future.”

The company also said its Scalable Open Architecture for Embedded Edge (SOAFEE) project to help create the software-defined automotive vehicle of the future has drawn 50 member companies since launching in September 2021. The project is due to offer up the second release of its reference implementation by the end of this year.

Mohamed Awad, SVP and GM, Infrastructure Line of Business.

He further explained that Works on Arm free developer access also is being offered through a partnership with miniNodes that supports hosted access to IoT and edge platforms, like Jetson Nano and Raspberry Pi, which support the development of edge native software and use cases.

Alot to like from this article for BRN shareholders and only supports how ARM needs Akida for its "limitless Future."

The move to an IP company is a master stroke imo and the royalties are the icing on the fiscal cake.

Edge Compute.

How's the numbers 15 mill !.

Arm’s focus will be primarily on hyperscaler, cloud, IoT, automotive and the Metaverse, he said, but added, “we have other things up our sleeves” to be revealed later. “That’s one of the fun things about Arm: there’s not a technology space that we cannot participate in.”

Arm’s earlier contributions to power-efficient chip designs for smartphones will have bearing on upcoming technologies, everything from data center to AR and VR glasses. “We are in the early days of AR and VR glasses which are compute intensive and need great battery life and a broad suite of apps, and that’s about a broad developer community,” Haas said.

Speaking of which, Arm counts 15 million developers in its software development ecosystem with 10 million Arms-based apps that run on every major OS.

Segars appears to have left Arm on good terms, saying in a statement, “I’m very bullish on Arm’s future success under Rene’s leadership and can’t think of anyone better to lead the company through its next chapter.”

While Segars spent 30 years at Arm, moving from graduate engineer to CEO, Haas has been president of the Arm IP Products Group since 2017 after first joining Arm in 2013. Haas said he plans to continue to reside in San Jose, California, with plenty of travel to Cambridge, England, where Arm is based.

And one for Dio...

Arm currently has 6,400 employees, including about 5,200 engineers. Asked if the headcount of engineers would change with the Arm’s focus on an IPO, Haas said, “you can never have enough engineers.”

Edge Compute.