BRN Discussion Ongoing

[LuWil]

 

[yogi]

What an amazement or Brain chip communication/marketing team lags one event done recently and one going on but no photo no recording of any sort, Where as other companies are doing their best to show it to world. Edge Impulse is solution partner but lately they are talking about other company and have not heard them mentioning Brainchip

 

[Frangipani]

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. | BrainChip

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. From the moment the doors opened, our booth in Hall 5-213 has been buzzing with conversations - not only about the potential of neuromorphic AI and the breakthroughs enabled by our Akida technology, but also...

www.linkedin.com

In-Cabin Visual Wake

 

[Smoothsailing]

Do we have any connections with Bosch? they have gesture recognition control video on linkden being demonstrated at the show in Germany

 

[Deadpool]

We are obviously still collaborating with Edge Impulse

 

[Pom down under]

Maybe big announcement coming out today
It’s just a hunch

 

[supersonic001]

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. | BrainChip

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. From the moment the doors opened, our booth in Hall 5-213 has been buzzing with conversations - not only about the potential of neuromorphic AI and the breakthroughs enabled by our Akida technology, but also...

www.linkedin.com

 

[Gazzafish]

Not sure if posted but I found it interesting. It’s a link to the user manual for the Akida edge box.

https://manuals.plus/akida/akida-edge-al-box-manual

 

[TheDrooben]

Not much on the sell side this morning.......

 

[7für7]

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. | BrainChip

#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. From the moment the doors opened, our booth in Hall 5-213 has been buzzing with conversations - not only about the potential of neuromorphic AI and the breakthroughs enabled by our Akida technology, but also...

www.linkedin.com

View attachment 79132

Well, great… just fantastic… You (not you personally) complained about the wrinkled tablecloth, and now it looks like we can’t even afford one anymore… And that kid, still wet behind the ears, has his hands in his pockets like he’s at McDonald’s waiting for his meal… A DISASTER!!!!!

 

[HopalongPetrovski]

No more news about this?

Hi Pom and all.
I don't quite get the relevance of gesture recognition.
What are the practical applications that it addresses?
I can see that it may be a handy aid for deaf people that sign and perhaps in the vacuum of space where sound hasn't a medium to propagate within.
Is it something to do with the proposed Nintendo gaming system?
I am not familiar with it so may be missing something relevant there.
Appreciate it if anyone here can enlighten me.

 

[Smoothsailing]

Intels new CEO

 

[miaeffect]

Hi Pom and all.
I don't quite get the relevance of gesture recognition.
What are the practical applications that it addresses?
I can see that it may be a handy aid for deaf people that sign and perhaps in the vacuum of space where sound hasn't a medium to propagate within.
Is it something to do with the proposed Nintendo gaming system?
I am not familiar with it so may be missing something relevant there.
Appreciate it if anyone here can enlighten me.

This is just an example

Not saying we are in BMW "stop thinking 7**"

 

[Smoothsailing]

From Phil on hotcrapper

Valuing BrainChip’s IP as a standalone asset (assuming the company were sold purely as an IP play) requires assessing several factors, including:

• Patent Portfolio Strength & Breadth
• Commercial Viability & Licensing Potential
• Market Comparables (IP Sales & Acquisitions)
• Total Addressable Market (TAM) for Neuromorphic AI

1. BrainChip’s IP Portfolio Strength​

BrainChip’s core IP is centered around:

• AKIDA™ Neuromorphic Processor – A low-power AI accelerator using event-based processing.
• TENN (Temporal Event-based Neural Networks) – Optimized for always-on AI applications.
• AI Edge Processing Capabilities – Strong positioning in IoT, automotive, industrial, and consumer electronics.

BrainChip holds over 30 patents globally in neuromorphic computing, making it a pioneer in this space. However, neuromorphic computing is still anemerging field, meaning its commercial value is not yet fully realized.

2. Revenue Potential & Licensing Model​

• BrainChip’s IP value is closely tied to its licensing revenue model.
• If a company like Qualcomm, Intel, or AMD licensed AKIDA/TENN, BrainChip could generate royalty streams per chip sold.
• Licensing deals typically range from 2–5% of the ASP (average selling price) of a chip.
• If BrainChip were to capture even 1% of the edge AI market, estimated at $80B by 2030, royalties could be in the range of $500M+ annually at scale.

3. Market Comparables – How Similar IP Deals Have Been Valued​

Looking at previous semiconductor IP sales and acquisitions provides a benchmark:

Company / IP	Buyer	Valuation	Relevance
Arm Holdings (IP)	Nvidia (attempted)	$40B (deal failed)	Leading AI/CPU licensing model
Movidius (Edge AI)	Intel	$400M	AI edge processing IP
Habana Labs (AI)	Intel	$2B	Deep learning acceleration
MIPS (Processor IP)	Wave Computing	$65M	CPU IP licensing model
Ceva (DSP IP)	N/A (public)	~$800M market cap	AI & signal processing licensing model

Based on this, BrainChip’s IP value alone (excluding product revenue) could be conservatively estimated between $500M–$2B, depending on its market adoption and future licensing agreements.

4. Potential Buyers & Strategic Value​

BrainChip’s IP would be most valuable to companies looking to dominate edge AI with ultra-low-power processing:

• Qualcomm – To enhance Snapdragon/Dragonwing with neuromorphic capabilities.
• Intel – To complement its AI accelerator roadmap.
• NVIDIA – To strengthen edge AI efficiency alongside its GPU dominance.
• Apple – To enhance the Neural Engine in iPhones & Apple Silicon.
• Tesla / Automakers – For next-gen autonomous vehicle AI.

If a bidding war occurred, the valuation could push toward the higher end of the estimated range.

5. Estimated Pure IP Value Today​

Based on market comparables, licensing potential, and strategic interest, BrainChip’s IP alone could be worth:

• Low Case: ~$500M (limited licensing deals, slow adoption)
• Mid Case: ~$1B (steady licensing, first major integrations)
• High Case: ~$2B+ (if a major player like Qualcomm or NVIDIA commits to integration/licensing)

If a full acquisition were pursued, the deal could price in future growth potential, possibly exceeding $2B–$3B in a competitive buyout scenario.

Conclusion​

If BrainChip were sold today as a pure IP play, a fair valuation would likely fall in the $500M to $2B range, depending on market traction and licensing agreements. However, if a major semiconductor company commits to integrating AKIDA/TENN, the valuation could significantly increase, possibly pushing toward$3B+ in a strategic acquisition.

United States dollars $$$ - not Australian.

Cheers. Phil

 

[7für7]

This is just an example

Not saying we are in BMW "stop thinking 7**"

but we will be inside everywhere according to the previous statement… YOU NEVER KNOOOOOW

 

[Diogenese]

Hi Pom and all.
I don't quite get the relevance of gesture recognition.
What are the practical applications that it addresses?
I can see that it may be a handy aid for deaf people that sign and perhaps in the vacuum of space where sound hasn't a medium to propagate within.
Is it something to do with the proposed Nintendo gaming system?
I am not familiar with it so may be missing something relevant there.
Appreciate it if anyone here can enlighten me.

It is banned in Italy ...

 

[7für7]

Still wondering if we play a role in this game…

„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.

The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“

KI-gestützte Konversationssuche innerhalb von Navigationssystemen | Mercedes-Benz Group

Mercedes-Benz und Google Cloud haben heute angekündigt, ihre strategische Partnerschaft auszubauen.

group.mercedes-benz.com

 

[Esq.111]

Chippers ,

Not related in any way shape or form .

Getting that feeling....



Regards,
Esq.

 

[HopalongPetrovski]

It is banned in Italy ...

Ehhhhhhhhhh, wass a madder you!

 

[manny100]

Still wondering if we play a role in this game…

„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.

The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“

KI-gestützte Konversationssuche innerhalb von Navigationssystemen | Mercedes-Benz Group

Mercedes-Benz und Google Cloud haben heute angekündigt, ihre strategische Partnerschaft auszubauen.

group.mercedes-benz.com

IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."

BrainChip Investor Portal

investors.brainchip.com