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"Battery Day" in April, where new battery & power train advances are expected after acquiring 3 battery tech companies.
Hints of a Texas Gigafactory, possibly for batteries, Cybertruck & Semi. Also possible: a smaller Cybertruck or van and a Cybercar.
"Battery Day" in April, where new battery & power train advances are expected after acquiring 3 battery tech companies.
Hints of a Texas Gigafactory, possibly for batteries, Cybertruck & Semi. Also possible: a smaller Cybertruck or van and a Cybercar.
Tesla teardown finds electronics 6 years ahead of Toyota and VW
Self-driving AI sends shivers through traditional supply chains
Musk is hinting a Texas Gigafactory, echoing a recent hint by Trump of a new factory. Likely for the Cybertruck, Semi, but possibly a smaller Cybertruck. Visiting analysts have also mentioned a CyberCar.
TOKYO -- Toyota Motor and Volkswagen each sell 10 million cars, give or take, every year. Tesla delivered about 367,500 in 2019. But when it comes to electronics technology, Elon Musk's scrappy company is far ahead of the industry giants.
This is the takeaway from Nikkei Business Publications' teardown of the Model 3, the most affordable car in the U.S. automaker's all-electric lineup, starting at about $33,000.
What stands out most is Tesla's integrated central control unit, or "full self-driving computer." Also known as Hardware 3, this little piece of tech is the company's biggest weapon in the burgeoning EV market. It could end the auto industry supply chain as we know it.
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Most parts inside the Model 3 do not bear the name of a supplier. Instead, many have the Tesla logo, including the substrates inside the ECUs. This suggests the company maintains tight control over the development of almost all key technologies in the car.
>
From software to electric drive systems, Tesla is steadily bringing more development tasks in-house. If this strategy succeeds, competitors will have little choice but to follow suit, upending their old business models and supply chains as they try to overcome Tesla's head start.
>
Self-driving AI sends shivers through traditional supply chains
Musk is hinting a Texas Gigafactory, echoing a recent hint by Trump of a new factory. Likely for the Cybertruck, Semi, but possibly a smaller Cybertruck. Visiting analysts have also mentioned a CyberCar.
TOKYO -- Toyota Motor and Volkswagen each sell 10 million cars, give or take, every year. Tesla delivered about 367,500 in 2019. But when it comes to electronics technology, Elon Musk's scrappy company is far ahead of the industry giants.
This is the takeaway from Nikkei Business Publications' teardown of the Model 3, the most affordable car in the U.S. automaker's all-electric lineup, starting at about $33,000.
What stands out most is Tesla's integrated central control unit, or "full self-driving computer." Also known as Hardware 3, this little piece of tech is the company's biggest weapon in the burgeoning EV market. It could end the auto industry supply chain as we know it.
>
Most parts inside the Model 3 do not bear the name of a supplier. Instead, many have the Tesla logo, including the substrates inside the ECUs. This suggests the company maintains tight control over the development of almost all key technologies in the car.
>
From software to electric drive systems, Tesla is steadily bringing more development tasks in-house. If this strategy succeeds, competitors will have little choice but to follow suit, upending their old business models and supply chains as they try to overcome Tesla's head start.
>
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