Rather a narrow and simplistic view I'd suggest.
They licenced our IP to integrate into a SoC which ultimately goes into various end products. Satellites don't just have 1 system, there are redundancies, other technical and scientific equipment (think vision) that go onboard and you're gonna want Rad Hard obviously but also, what additional cabailities for "edge deployments when considering mass,volume and power constraints".
So, how many SoCs potentially in a satellite & it's various equipment?
And yes, whilst it's not extremely high volume consumer driven products (yet), the proving up of Akida 1 in probably the most inhospitable and unforgiving testing environment will no doubt (imo) highlight further to other markets the benefits and capability of Akida. Very few second chances in space.
If other Frontgrade competitors watch the outcome (and they will) and it gives FG an edge in being specified in future satellites then you'd expect additional enquiries to BRN, if there hasn't been some already given FG have taken a licence showing their hand, so to speak, of going down a neuromorphic path on at least one preoduct option.
Some questions are....how many SoCs are used in their offerings for satellites, how many satellites use their products, what is the growth of satellites market, what is ~ sell price of a Frontgrade product to gauge potential royalties etc.
From the Ann...notice plurality:
Neuromorphic AI IP for incorporation into its space-grade, fault-tolerant,system-on-chip
solutions for hardware AI acceleration
across multiple product generations.The evaluation alsomeasured execution performance and power for potential integration into
Frontgrade’s nextgeneration fault tolerant, radiation-hardened microprocessors.For some insights and yes, our part in the whole of this is small but crtical (these satellites don't seem to work well without SoCs) & does give some perspective. Again, the question becomes how many of the Akida enabled Frontrgade Gaisler SoCs may end up in how many various satellites.
https://nova.space/press-release/seven-tons-of-satellites-to-be-launched-daily-on-average-over-the-next-decade-amid-value-chain-consolidation/"This edition
forecasts an average of over 3,700 satellites launched annually between 2024 and 2033 –
equivalent to 10 satellites per day and totaling a mass of 7 tons – reflecting the growth of satellite-driven connectivity and data services. The report sheds light on the long-term dynamic of the satellite market, emphasizing sustained demand, changes of end users habits, and the seismic shifts caused by vertical integration of selected players and a particular focus on the issues experienced by vendors."
https://nova.space/press-release/smallsat-market-maintains-momentum-despite-starlink-and-starshield-disruption-increasingly-fueled-by-government-demand/Strategic Investments and Emerging Technologies Drive $113 Billion Market Over the Next Decade
Paris, France – December 12, 2024 – The latest edition of Novaspace’s ‘Prospects for the Small Satellite Market’ market intelligence report forecasts
robust growth in the small satellite (smallsat) industry, projecting a market value of approximately $113.3 billion over the next decade. This expansion will be
fueled by the replenishment of satellite constellations globally and the rising complexity and cost of government-driven single-satellite missions.
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