Snagglefoot
Thread starter
Here are the third quarter results for sales in the USA. The Tesla market share was 2.2 %.
In every aspect but quarterly growth.Looks like Toyota is doing well.
A normal day for us at a medium sized BMW dealer is 20 cars delivered.When we picked up our Tesla the outlet (like a dealership) was incredibly busy. Nope they said, we're only delivering 13 cars today, we deliver 40 on a busy day. That outlet is 1 of 3 in Vancouver.
When I was a kid I worked for a summer at a small town Pontiac Buick dealership. We maintained a lot of cars but didn't sell even 1 car a week. There would have been real money in selling "only 13 cars a day".
Uh, how do you figure they use more chips? There is nothing inside the car except an oversized iPad. They actually use significantly less. In any other car, and window switch, heater control panel, radio button panel etc etc etc all have “chips” inside them.Topping wall street expectations, but many analysts expected more production. Supply chain and, of course, semiconductor chip issues hurt them.
Teslas have use far more chips than most cars, which makes it tough.
The official numbers just came out, but beating earlier expectations is not a surprise. The stock has been on the rise lately.
Uh, how do you figure they use more chips? There is nothing inside the car except an oversized iPad. They actually use significantly less. In any other car, and window switch, heater control panel, radio button panel etc etc etc all have “chips” inside them.
Not sure I can agree, for several reasons. Teslas use far more dense chips than other manufacturers because they use 7nm technologies vs 45 to 90nm geometries. Far more transistors, even millions, can be on a single chip. Tesla is currently working with Samsung, I believe, on a 5nm tech node. The 45nm technology node is 80's or early 90's technology. Chip makers prefer to build the new chips (used in the latest cell phones, etc).You are both right.
There are less overall assembly's and controllers in a tesla than anything they've counted so far - by a lot.
They use more high speed networking chips (like the 12Gig FPGA's we compete with them for) but put them in a unified central compute, often board to board functionality is networked vs moved across a bus. The central unified vs distributed 3rd party control is cheaper, faster, and allows you to control the whole car with over the air upgrades.
Not sure I can agree, for several reasons. Teslas use far more dense chips than other manufacturers because they use 7nm technologies vs 45 to 90nm geometries. Far more transistors, even millions, can be on a single chip. Tesla is currently working with Samsung, I believe, on a 5nm tech node. The 45nm technology node is 80's or early 90's technology. Chip makers prefer to build the new chips (used in the latest cell phones, etc).
This is a key reason Tesla was able to procure and repurpose chips (through firmware rewrites).
It is my understanding that EVs use 3 to 5 times as many chips as ICE vehicles.
Chip Shortage
Not surprised. The demand is still massive globally. A few more factories opening within a year or so, the chip shortage hopefully clearing up and new products mean these number will only skyrocket.
I bet the Cybertruck will be hugely successful. Once “truck guys” see how weak even a TRX or Raptor is compared to the Plaid power train, they’ll start switching en masse.
Not me either.Not yet, not me
Good point. Back in the earlier 2000's, there was a big "refurb" business where we used to buy back older SEMI process chambers and repurpose them for chip making that did not require the latest geometries. There are so many uses for processors; as consumers we are mostly only aware of computer and cell phone chips.agree on super high density chips they use a ton more than anyone there, especially in areas like the autopilot board.
Lots of standard automative stuff doesnt need to be that fast, but FPGA's are all over and down to the 16nn range.
Munroe doe a great job of showing assembly and sub assemblies, but chip "count" only read bits and pieces.
Overall count would be interesting to see broken down by a third party by virtue of having the smallest it many very well have the most - jammed onto a just a few boards..
They hit a wall in September, as in no new cars being shipped. Our local Toyota lot is empty, confirmed by their finance manager when I had a quick chat with him.In every aspect but quarterly growth.
Better description might be "autopilot ish" board.agree on super high density chips they use a ton more than anyone there, especially in areas like the autopilot board.
sure we can go with that....Better description might be "autopilot ish" board.
I don't know about that. Truck is really more of an identity and fit in thing in many part of the country, that they are bought not for acceleration power. If they like acceleration power they would have bought more sport cars instead to begin with.Not surprised. The demand is still massive globally. A few more factories opening within a year or so, the chip shortage hopefully clearing up and new products mean these number will only skyrocket.
I bet the Cybertruck will be hugely successful. Once “truck guys” see how weak even a TRX or Raptor is compared to the Plaid power train, they’ll start switching en masse.
Not that far off. To be honest the Cyber Truck is more of a "we want to make SpaceX stainless alloy cheap so why don't we make trucks out of it", and then "since it is so hard to mold this tough metal let's just cut it straight and then weld them into a unibody" way of building a truck. In other word, a "since we need to make lemon oil we don't know what to do with the juice, why don't we make citric acid out of it" kind of deal.Don't most concept cars have a bit of an extreme look?