BrainChip (BRN) Investor Presentation summary

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.