Frangipani
Regular
Got it this morning off linkden from a jesse chapman like .
Why did you cut off Gerrit Ecke’s name and the date of posting, though?
Got it this morning off linkden from a jesse chapman like .
There are 6 levels of autonomous driving, and the industry is not yet up to level 4.This is an interview about SCALA 3 with Clement Nouvel of Valeo from July. I don't recall if it has been posted before, but it's worth a reread, but some extracts follow:
https://www.yolegroup.com/player-in...-ahead-an-interview-with-valeo-lidar-systems/
Compared to the previous generation, the Valeo SCALATM 3 optical head delivers an outstanding 50x points per second (more than any other player in the industry) and adds a 4th sensing dimension (passive image) synchronized in time and space* with the point cloud. This dual, very high-density output allows us to speak about LiDAR “images” and use Artificial Intelligence algorithms that were so far used for cameras, bringing LiDAR perception to an entirely new level, including low-level fusion.
Our software capabilities* allow us to provide an extensive suite of modules and LiDAR functions, from point cloud classification, object tracking, blockage detection, rain & spray detection, online calibration and misalignment detection, guaranteeing unparalleled availability, safety, and reliability.
...
Valeo reinvented the classical approach with the lessons learned from the past generations and the increased technological progress of the suppliers (Let’s not forget about ecosystem development, the only viable way to success!)**,
The interviewer asked about Valeo making their own chip, but CN pointed out the state of flux of the tech
. In addition, the LiDAR offering is evolving rapidly, quickly leaving products irrelevant to meeting customer needs.
The industry, from OEMs to Tier 2 suppliers, is still learning how best to use LiDAR on vehicles and how best to develop LiDAR components.
In such a market landscape, vertical integration might be tempting but often results in costly development costs, very risky ROI, and a heavy burden on a product roadmap that has to remain flexible.
Rather than betting on unpredictable volumes and standards, we are driving these changes today with the necessary agility that some components and solutions allow, especially coming from reliable, best-in-class automotive partners.**
Synergies across products, however, make sense for us as a system provider and a global leader in ADAS. In that sense, using common processing solutions between ADAS applications definitely brings a competitive advantage.***
Additionally, our products follow the larger Valeo strategy in terms of data processing centralization and the Software Defined Vehicle. For LiDAR perception, this means that most of the processing will likely migrate to a central computing unit***, making the LiDAR a satellite sensor. This will come with new business models and will facilitate a wider adoption of LiDAR on vehicles.
* TENNs?
** BrainChip since 2020
*** Nvidia/Qualcomm/????
So it looks like a Valeo lidar with integrated Akida SoC is not on the immediate horizon, as we had already suspected, but the references to SDV, ecosystem, software etc leave the door open for Akida 2/TENNs simulation software as we know Akida is processor agnostic.
Mercedes has also been developing its SDV, so again, as we suspected, maybe no Akida chips there for a while,
That was my immediate thought too.... and don't have the foggiest idea, of what our Company's about..
There's no way, you personally watched this for over half an hour Pom..
Chat gpt etc are a miss match of info from the net, we don’t have partnerships with Kuka, umc or horizon.Interesting response from ChatGPT. I know this is from 10/2023 but I never knew of these partnerships. KUKA is massive!
As of my latest update in October 2023, the following companies are known to be working directly with BrainChip on its Akida neuromorphic processor, either through partnerships, collaborations, or product development:
These companies are specifically working with BrainChip on advancing edge AI and neuromorphic processing solutions using Akida. The collaborations span sectors like robotics, automotive, IoT, embedded systems, and more. For the most accurate and up-to-date information, checking BrainChip's press releases and official announcements would provide the latest details.
- KUKA Robotics
- Sector: Robotics, Automation
- KUKA is working with BrainChip to explore integrating Akida for real-time AI-driven robotics and automation systems.
- United Microelectronics Corporation (UMC)
- Sector: Semiconductor Manufacturing
- UMC is collaborating with BrainChip to manufacture Akida chips, facilitating broader distribution of the technology.
- Microchip Technology
- Sector: Embedded Control and Semiconductor Solutions
- Microchip Technology is working with BrainChip to integrate Akida’s low-power AI capabilities into embedded systems.
- Horizon Robotics
- Sector: Automotive, AI Chips
- Horizon Robotics is exploring how Akida can enhance edge AI capabilities for autonomous vehicles and smart city applications.
- Arm Holdings
- Sector: Semiconductor, AI, and Embedded Systems
- While not a direct customer, Arm has been exploring neuromorphic technologies like Akida in partnership with BrainChip for potential integration into its ecosystem.
- Edge Impulse
- Sector: Edge AI, Embedded Systems
- Edge Impulse is collaborating with BrainChip to incorporate Akida's neuromorphic processing into their machine learning solutions for edge devices.
- Analog Devices
- Sector: Semiconductor, Edge AI
- Analog Devices is working with BrainChip on the integration of Akida into edge computing solutions, especially in areas like automotive and industrial applications.
We lost a bit of momentum yesterday with the volume dropping along with the price.
Early look at the buy/sell also looks like we may drift lower today.
I think @Bravo will need the running shoes today and maybe do a Nedd Brockmann for the next few weeks.