Rick Deckard
Member
Hope to kick off discussion here around news on BRN and the auto industry, old (to catch up on) or more recent, particularly with a view to their partnership with Valeo.
During Valeo's CES media briefing, Périllat noted that by the end of 2022, nearly 100 electric and plug-in hybrid models will be fitted with the company’s powertrain systems, which will be a growing source of revenue in the coming years. "For Valeo, electrification means greater value," he said. "Cumulative auto intake for vehicle electrification reached over 26 billion euros. Our content per car is multiplied by two for low voltage [less than 60V] solutions, by three for vehicle thermal management systems and by nine for high voltage solutions."
Nice one. Hopefully with Germany with its position in the auto industry we'll see some more interest in BRN coming out not to mention more respect and appreciation too. So much secrecy though, understandable but frustrating!Article from German site just reading.
Was from a couple days ago. The other company in article was BYD but only pasted what pertains to us
Link should translate as in German but if not then have to do yourself
BYD, BrainChip, Daimler: Die Chip-Strategie entscheidet
Die Automobilindustrie leidet noch immer unter der Chip-Knappheit, wie zuletzt das Handelsblatt berichtet. Demnach konnten nach EU-Angaben rund 11,3 Mio. Neuwagen wegen entsprechender Lieferschwierigkeiten nicht vom Band laufen. Europa wolle jetzt mit einer eigenen Chip-Strategie dagegenhalten...www-esg--aktien-de.translate.goog
01.02.2022 | 06:00
BYD, BRAINCHIP, DAIMLER: THE CHIP STRATEGY DECIDES
CHIP TECHNOLOGY
The automotive industry is still suffering from the shortage of chips, as recently reported by the Handelsblatt. According to EU information, around 11.3 million new cars could not roll off the assembly line due to delivery problems. Europe now wants to counteract this with its own chip strategy. We take a look at three stocks and explain who stands to benefit.
BRAINCHIP: FINANCIAL GIANTS INVEST IN AI CHIPS
The innovative chip developer BrainChip is not yet concerned with market share. Rather, the revolutionary technology must first be launched on the market. From the market's point of view, however, it is very obvious that this will succeed: the share has risen rapidly in recent weeks and also demonstrated great relative strength in the midst of the correction. BrainChip designs semiconductors based on the model of the human brain. The chips are self-learning, self-sufficient and require hardly any energy. The company therefore wants to score points above all in autonomous driving and powerfully support the vision of the mobility turnaround.
A look at the list of BrainChip's 20 largest shareholders shows that BrainChip is not alone with this vision . There are HSBC Australia, Citicorp, Merrill Lynch Australia, BNP Paribas, JP Morgan, UBS, LDA Capital - even ex-BrainChip CEO Louis Dinardo remains loyal to his former company. After the correction, BrainChip could be a promising bet on the future of chip technology. The current CFO, Ken Scarince, will step down on 2/17. Present your company free of charge and online at the International Investment Forum and answer questions. Growth investors should make a note of this date and all other presentations by the top-class panel .
DAIMLER NEEDS A EUROPEAN CHIP SOLUTION
The chips from BrainChip should also be of interest to classic automobile manufacturers such as Daimler - after all, it makes sense to evaluate the potential of the future in good time. With regard to the valuation of Daimler shares, the market has moved sideways in the past three months, but the value is still in solid waters in the long term. Daimler also got through the second crisis year 2021 fundamentally well. Both the sales of all cars and the growth in e-cars are impressive at Daimler. On top of that, the company offers a dividend approaching 5%. However, in order to remain competitive, Daimler must stay on the ball with chips and other important preliminary products. Both the current supply and theAccess to new chip generations is crucial for a company like Daimler.
Industrial companies such as Daimler in particular are likely to benefit from the new European semiconductor offensive. But it will be a while before the strategy bears fruit. It also remains questionable whether the Europeans will be able to secure technological leadership so quickly. Innovative disruptors such as BrainChip therefore remain interesting.
That’s massive growth,I can’t wait until Australia gets the infrastructure to cope with a major move to EV as I would like to buy one in the next 3-4 yearsHow's this for a prediction from ARK about electric vehicles. Wow imagine all those Akida chips needed.
ELECTRIC VEHICLES
As their range increases, the prices of electric vehicles (EVs) are declining, overcoming the most significant barriers to customer adoption. Based on Wright's Law, ARK forecasts that EV sales will increase roughly eightfold, or a 53% annual rate, from 4.8 million in 2021 to 40 million units in 2026.
Autonomous vehicles and vehicles equipped with ADAS can generate anywhere from 4TB to 5TB of data per day. This is so because vehicles with ADAS are often equipped with several cameras and sensors that include sonar, ultrasonic, LiDAR, and GPS sensors. The cameras on vehicles equipped with ADAS typically generated 20-60 MB/s, radar generates 10KB/s, LiDAR generates 10-70 MB/s, and GPS generates approximately 50KB/s. When you combine all of these numbers, your vehicle is generating up to 130MB per second of data which adds up to approximately 8GB of data per minute.