Brainchip Holdings Ltd. · ASX:BRN
Brainchip — Investor Presentation (February 2024)
22 slides from Brainchip's investor presentation, Feb 26, 2024
Slide 1: BrainChip: Efficient. Effective. Everywhere.
BrainChip Efficient. Effective. Everywhere. For personal use only Essential AI OTCQX: BCHPY ASX: BRN Approved by Board of Directors
Slide 2: Forward Looking Statements
Forward Looking Statements Certain views expressed here contain information derived from third parties or publicly available sources that have not been independently verified. This presentation includes certain statements, projections and estimates of the anticipated future financial performance of
Slide 3: Before we begin… Brainchip Exhibits at CES 2024
Before we begin… Brainchip Exhibits at CES 2024 For personal use only Here's a glimpse into our first CES: • Dozens of New Prospects: We connected with dozens of new prospects. • Ecosystem Partner Collaborations: We connected with many existing and initiated conversations with several ecosystem part
Slide 4: Leading the Generational Shift to Edge AI
Leading the Generational Shift For personal use only to Edge AI Real-time AI inference needs Edge Compute. The cloud is no longer the only environment for AI. Growing ecosystem, First to commercialize Targeting robust and partnerships, and World-class board & Strong patent neuromorphic flexible busi
Slide 5: Beliefs, Strategy, Execution
For personal use only Beliefs Strategy Execution 1 AI will be the great economic Enable the entire edge driver over the next decades Product Research Management Significant inference outside 2 of the data center, on the Rich customer experience edge 3 Edge AI market is fragmented Hire the best talen
Slide 6: Brainchip's Edge AI Platform
Brainchip’s Edge AI Platform Edge AI Platform Image Object Face Keyword Extensive For personal use only Classification Detection Recognition Spotting Model Brainchip's Edge AI platform redefines Support Image intelligence at the edge, combining CNN Transformer segmentation innovative IP, software, a
Slide 7: Brainchip's Edge AI Platform
Brainchip’s Edge AI Platform Edge AI Platform Extensive Model Image Object Face Keyword Extensive For personal use only Support: Enables Classification Detection Recognition Spotting Model wide variety of Image Support CNN Transformer Software: easy to workloads. segmentation emulate, size, and impl
Slide 8: Participating in high-growth markets
For personal use only Participating in high-growth markets Competitive advantages Leading the Generational Robust and flexible IP business model Shift to Edge AI Strong leadership and culture Working closely with partners Investor 2024 | 8
Slide 9: Large Opportunity for Edge AI
Participating in high-growth markets Large Opportunity for Edge AI For personal use only 100 Billion $1.2 Trillion IoT Devices AIoT Revenue In 20301 In 20302 13% CAGR Market Growth In 2024-20283 Gartner Names Edge AI and Neuromorphic “Near-term” and “High Mass” Source: 1. Statista and McKinsey repor
Slide 10: Brainchip's End Markets
Participating in high-growth markets Brainchip’s End Markets For personal use only Industrial Automotive Home & Consumer Health & Wellness Market Size $3.1B Market Size $3.8B Market Size $2B Market Size $0.8B Use Cases: Use Cases: Use Cases: Use Cases: • Predictive Maintenance • In-Cabin Experience
Slide 11: Traditional Options Don't Fit the Edge
Competitive advantages Traditional Options Don’t Fit the Edge For most common customer use case: AI Inference at Edge For personal use only Cloud Local Mini Server Embedded CPU / MCU Neural Accelerator Power: Streaming data quickly Power: Requires electrical ML & AI Workload: Not optimal ✓ ML
Slide 12: Market Leader in Edge AI
Competitive advantages Market Leader in Edge AI Standard ML On-Chip Workflow Convolution Minimal data For personal use only Microwatt Power Configurable IP On-chip learning Standalone1 movement ✓ ✓ ✓ ✓ ✓ Competitor 1 ✓ ✓ Competitor 2 Competitor 3 ✓ Competitor 4 ✓ Note
Slide 13: Market Leader in Neuromorphic
Competitive advantages Market Leader in Neuromorphic Micro to milliwatt Standard ML Stand-alone On-chip Power On-Chip Learning Workflow possible Convolution For personal use only ✓ ✓ ✓ ✓ ✓ IBM True North1 ✓ Learn Corel Intel Loihi1 ✓ Programmable Learn NEF BrainChip is the FIRST commercial
Slide 14: Competitive Advantages
Competitive advantages For personal use only Competitive Advantages Product Advantages Compelling Performance Extreme Efficiency On-chip Learning Broad Model Support Company Advantages Customer Focus Intense Innovation Today and Tomorrow’s Strong IP Cycle Models Protections Investor 2024 | 14
Slide 15: Robust and flexible IP business model
Robust and flexible IP business model For personal use only Robust and flexible IP business model Focus on High-Margin Partner with Additional Packaging IP Business Model Systems Integrators Investor 2024 | 15
Slide 16: Focus on IP Business Model
Robust and flexible IP business model Focus on IP Business Model Standard ML On-Chip Workflow Convolution For personal use only 1 Upfront license fee 2 Annuity streams from royalties Focus on High-Margin IP 3 Business Model Agile development process Investor 2024 | 16
Slide 17: Partner with Systems Integrators
Robust and flexible IP business model Partner with Systems Integrators Standard ML On-Chip Workflow Convolution For personal use only 1 Demand for workloads on Akida 2 Stimulates demand for IP purchases Partner with Systems Integrators 3 Additional revenue streams & new business models Investor 2024
Slide 18: Additional Packaging
Robust and flexible IP business model Additional Packaging Standard ML On-Chip Workflow Convolution For personal use only 1 Customer led innovation 2 Pre- and post- processing with neural accelerator Additional Packaging 3 Open new markets Investor 2024 | 18
Slide 19: Strong Leadership and Culture
Strong leadership and culture Strong Leadership and Culture Seasoned Executive Team 80% Engineers 17 Patents For personal use only of BRN headcount Granted Sean Hehir Tony Lewis, Ph.D Ken Scarince Nandan Nayampally CEO CTO CFO CMO 15% PhDs 30 Patents From leading AI research Pending Steve Thorne Rob
Slide 20: Working Closely With Industry Leaders
Working closely with partners Working Closely With Industry Leaders Licenses Early Adopters Growing Ecosystem & Partnerships For personal use only University Partnerships Investor 2024 | 20
Slide 21: Participating in high-growth markets: Competitive advantages
For personal use only Participating in high-growth markets Competitive advantages Leading the Generational Robust and flexible IP business model Shift to Edge AI Strong leadership and culture Working closely with partners Investor 2024 | 21
Slide 22: Contact
ASX:BRN OTCQX:BCHPY For personal use only Contact Thank you Tony Dawe Director, Global Investor Relations ir@brainchip.com Offices Australia U.S. Head Office BrainChip Research Institute 23041 Avenida De La Carlota 2/ 182 St George’s Terrace Suite 250 Perth WA , 6000 Laguna Hills, CA 92653
BrainChip Holdings — Investor Presentation (February 2024) on 6ix