2021 BRN Discussion, page-32386

We know how big the car industory is.
Download, from the first link, KPMGs report on the potential market size BRN may access in relation to semiconductors in the car market going forward.
https://advisory.kpmg.us/articles/2019/automotive-semiconductors.html

Below is small summary of information freely offered / discovered by a number of posters and from the BRN website related to Akida's and its potential ties with car manufacturers.

BRN signed Joint Agreement with Tier-1 Automotive Supplier VALEO on the 8th June 2020.
VALEO : "Is a global automotive supplier, Valeo operates in 33 countries to propose innovative products and systems that contribute to the reduction of CO2 emissions and to the development of intuitive driving."

Mercedes is a Valeo customer

https://www.marklines.com/en/news/262547

What are Valeo doing?

https://www.youtube.com/watch?v=JKcOPFeKeAs

https://www.youtube.com/watch?v=djNShjyPA8o

We know the questions asked at the end of the Valeo presentation in the former clip but lets leave that where is is.

What has Mercedes done:
They have Beaten Tesla to level 3automation.
https://www.motor1.com/news/553833/mercedes-benz-level-3-approval/
If you know anything about BRN you will know this isthe only chip that does not require a cloud connection therefore paving the way for usewith LiDar cameras to make decisions on chip, resulting in no delay in decision making, therefore saferautonomous vehicles.

and for good measure Rob Telson(Sales and marketing MD from BRN) has liked the above link by congratulatingMercedes on their milestone.…. May be Rob just likes what another company isdoing with Mercedes lol…

Here is a podcast where Anil engages with with representatives from Toyota and Denso

https://www.youtube.com/watch?v=KzxZycRb7iw

Once again BRN team seem to be having arbitrary discussion with leading car manufacturer who has nothing to do with this 1 billion dollar company originating from Perth Australia.

Newbies may not know Toyota is one of Renesascustomers and Renesas is the first company to sign a deal for BRN's IP on 14 December 2020.

https://www.theregister.com/2017/11/01/toyota_picks_renesas_soc_to_power_its_first_selfdriving_cars/

At around the same time as the Valeo deal BRN signed an agreement with Ford Motor Company for the Evaluation of AkidaTM Neural Processor .
What are FORD doing:
https://www.*.com.au/ford-f150-lightning-electric-truck-reservations-closed-production-release-date-2021-12
Getting on with testing lol....

Questions beg:
What percentage of the 200 billion pie in the attached is BRN going to attract?
Is Mercedesand Toyota using these NDAs to get a product and gain first to marketadvantage?
When will FORD show its hand in rt to the tech they are 'testing'
Does BRN need tesla? or does Telsa need BRN to keep its advantage moving forward?

Now do some calculations on BRN MC if it achieves 5% of that 200 billion dollar market share(remember BRN has 3-5 year lead BC of patents over IBM, Google etc) and seewhere BRN market cap could go with a PE of the ASX average around 10 to 20…..
That 200 billion markt share is related to the automotive industry alone.
BRN can be implemented in a million other processes related to IoT devices as we know.

Oh! here they are Toyota, Ford and GM in bed together, probably pushing Elon off the bed for the moment.

https://www.auto123.com/en/news/amp/ford-toyota-gm-sae-avsc-partnership/65773/

We wont include BMW in this discussion as this Akida demo may be one of the cars owned by BRN employees and BMW dont ven know about this tech option

https://www.youtube.com/watch?v=tin55B83r_M&t=282s

Too many 'coincidences' to ignore IMHO.

NDAs mean market saturation for these companies as well as market saturation for BRN technology. Dont forget that last bit.
Its good for BRN to keep these relationships in good standing.
The share price will look after itself, as it seems to be today

From cold dead hands.