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BrainChip Holdings (BRN) investor relations material
BrainChip Holdings Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary19 Oct, 2025
Market opportunity and growth
Edge AI market projected to grow from $6B in 2023 to $84B by 2030, with a 34% CAGR.
GenAI and Edge LLMs are emerging as significant segments, with Edge LLMs forecasted at a 28.3% CAGR.
All edge AI market segments, including consumer electronics, IT/telecom, automotive, healthcare, and industrial, are expected to see 20% CAGR through 2030.
Target use cases include defense, medical, industrial, and consumer sectors, focusing on large addressable markets.
6B embedded microcontrollers are forecasted to use AI/ML by 2030, with a 30% MPU attach rate.
Technology and product portfolio
Akida platform offers configurable IP, chips, boards, subsystems, and reference solutions for on-device AI acceleration.
Neuromorphic processing enables ultra-low power event-based computing, ideal for edge applications.
Product releases include partnerships for AI-powered wearables, radar, and event-based vision solutions.
AKD1500 product targets integration in defense, industrial, healthcare, and consumer devices, with <1 watt AI co-processor.
Flexible licensing model covers IP, software, chip designs, and cloud enablement.
Strategic partnerships and ecosystem
Collaborations with industry leaders such as Raytheon, Renesas, Airbus, NASA, Mercedes-Benz, and GlobalFoundries.
University partnerships include Arizona State, Carnegie Mellon, Cornell Tech, and others.
Ecosystem partners span hardware, software, and research, supporting customized solutions and reference designs.
Announced product collaborations with AFRL, Frontgrade Gaisler, Prophesee, and Andes.
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Next BrainChip Holdings earnings date
Q3 202520 Nov, 2025
Next BrainChip Holdings earnings date
Q3 202520 Nov, 2025
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Frequently asked questions
BrainChip Holdings Ltd is a technology company based in Australia, specializing in advanced artificial intelligence (AI) and machine learning (ML) hardware development. The company's flagship product, the Akida Neuromorphic Processor, stands out for its event-based neural processing capabilities. This processor is equipped with 1.2 million artificial neurons and 10 billion artificial synapses, enabling efficient, precise, and low-energy data processing directly at the edge. BrainChip's technology finds applications across various sectors, including security, surveillance, autonomous vehicles, and industrial automation, emphasizing edge AI on-chip processing and learning without the need for cloud connectivity. This approach allows for reduced latency, enhanced privacy, and data security. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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