Manufacturing as a Service — Smarter Car Edition

Halloween corner on Farley St, Mountain View, CA 94043
www.google.com/finance/quote/TSLA:NASDAQ?window=5D

Unbundling EV manufacturing from design

Fabless/system company and integrated device manufacturer (IDM) IC sales worldwide from 1999 to 2020
iPhone Manufacturer Foxconn Reveals Its First EV Prototypes | WSJ

Leapfrogging bonus

Unbundling the brain from the body

Thought experiment «BRAIN IN A VAT»
  1. Innovator: fully unbundled the computing from the car. For example, Tesla’s HW 3 is one computer to rule all models & Tesla has been updating SW frequently to add new features. That’s what I call being “smarter”.
  2. Follower: partially unbundled. Many western car OEMs start to adapt a single compute HW platform for different brands in the same model year. Which simplifies their HW & SW product development & supply chain management. Therefore, they can do SW updates occasionally at a lower cost multiplier.
  3. Laggard: developing computing & car still. For example, some Japanese OEMs still plan & organized in this way. This could be a big risk to fall into Nokia’s traps. And there is no easy way besides increasing the vast variety of component stocks to avoid shortage problems.
Tesla Sentry Mode Live feature can stream live footage from the car’s cameras to a mobile.

Full Disclosure

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A Taiwanese lives in Silicon Valley since 2014 & has random opinions on some stuff. The opinions shared here are my own, not those of companies I work for.

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Sam Lin

Sam Lin

A Taiwanese lives in Silicon Valley since 2014 & has random opinions on some stuff. The opinions shared here are my own, not those of companies I work for.

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