Shows how _老虎社区_美港股上老虎

2021-12-30

Shows how resourceful Tesla is. Vertical integration !

How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

MatthewWalter
2021-12-31
MatthewWalter
Tesla car has many functions that need to be used with smartphones, and the two can promote each other. There are rumors that Tesla may enter the smartphone field.
maroketo
2021-12-31
maroketo
Tesla has developed too fast in recent years. This company has not grasped the pulse of the times but started a new era of electric vehicles. It is precise because of Tesla's continuous efforts that the world has entered the era of electric vehicles. There is no doubt that Tesla has changed the world and our lives by itself. In my opinion, Tesla's a great company and has taken the global car industry to the EV era. But I need to emphasize one point.：the current valuation of this company is too high to buy or hold.
ladyman
2021-12-31
ladyman
I really hope Tesla will launch a smartphone.
BorisBack
2021-12-31
BorisBack
The models are already very rich, we already known many tesla Models: S3XY, $25K compact car, Cybertruck, Roadster, Semi Truck, Tesla Van...
MyrnaNorth
2021-12-31
MyrnaNorth
Tesla has his own insurance business, his own service department and his own super charging network. Tesla does not need a dealer. He can sell cars directly to consumers and be responsible for delivery.
littlesweetie
2021-12-31
littlesweetie
Energy will be much bigger business than auto business for Tesla in the future. Tesla will be in the business of energy generation, transmission and storage.

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Vertical integration !","highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":15,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692162764","repostId":1138072653,"repostType":4,"repost":{"id":"1138072653","pubTimestamp":1640871670,"share":"https://www.laohu8.com/m/news/1138072653?lang=&edition=full","pubTime":"2021-12-30 21:41","market":"us","language":"en","title":"How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1138072653","media":"The Wall Street Journal","summary":"Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in","content":"<html><head></head><body>Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in 2020<img src=\"https://static.tigerbbs.com/cb0a81e806760fb9d38a801cfd9e06ca\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/>Tesla is on track to post its fastest annual production growth since 2018 despite parts shortages.Tesla Inc. has emerged as one of the auto industry’s biggest winners in a year plagued by semiconductor shortages and snarled global supply chains. 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Chips are used in everything from controlling an electric motor to charging a phone.Faced with shortages earlier this year, for example, Tesla was able to quickly rewrite the software necessary to integrate alternative chips into its vehicles, the company’s chief executive officer, Mr. Musk, has said.<img src=\"https://static.tigerbbs.com/3f47c6438bbc065d371a0f00d2c83efe\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"/>In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice recognition, according to a study.Semiconductor executives and consultants said Tesla, as a still relatively young car company, had the advantage of designing its vehicles from the ground-up, rather than adding parts in a piecemeal fashion over decades as many legacy auto makers have done. That allowed Tesla to consolidate systems, some of them said.In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice and gesture recognition that in many other vehicles would be controlled separately using more chips, according to a Bain &amp; Co. study based on a 2019 Model 3.Ganesh Moorthy, chief executive officer of semiconductor supplier Microchip Technology Inc., said electric-vehicle-focused producers benefit from being more rooted in technology than traditional car makers.“They are more plugged in, in many cases, and I think as a result also have been able to be more flexible in what they have built,” he said.Tesla didn’t respond to a request for comment about its chip-sourcing strategy.Traditional auto makers often have let parts suppliers handle sourcing chips. Mr. Musk’s preference for making vehicle components in-house meant that Tesla had greater supply-chain visibility in some areas, having forged close relationships with semiconductor companies before the crisis hit, some semiconductor executives and analysts said. Tesla, for example, designed the computer that enables its advanced driver-assistance technology in newer vehicles.“Anything where they decided to make something by themselves, well then they had to have a direct relationship with the semiconductor supplier,” said Nakul Duggal, who leads the automotive business of Qualcomm Inc.,which designs chips and supplies Tesla.The chip shortage traces back to late 2020, when demand for vehicles rebounded faster than expected from pandemic lows, catching auto makers by surprise.Without enough semiconductors, car companies are on track to manufacture roughly 77 million vehicles globally this year, down around 9% from expectations in January, according to consulting firm AlixPartners LLP.Tesla Chief Financial Officer Zachary Kirkhorn said in October that Tesla’s expertise in the chip industry and consistent messaging to suppliers had helped the company manage supply-chain challenges.“We never reduced our production forecast with our suppliers as we’re adding capacity as quickly as possible,” he told analysts.Tesla hasn’t been immune to supply-chain problems. The company has run factories below capacity and, in February, briefly shut down its Fremont, Calif., plant because of parts shortages. It also worked around shortfalls by building cars with missing parts that needed to be added back later, Mr. Musk has told employees, according to a person familiar with the matter.Mr. Musk has cited the chip shortage in delaying the rollout of new models. Tesla’s long-awaited electric pickup truck and semitrailer truck, both of which had been slated to enter production this year, are now due to enter production in 2022 and 2023, respectively.Traditional car makers are now becoming more chip focused.Ford Motor Co .and General Motors Co. last month announced pacts with semiconductor companies to develop computer chips.Research firm Gartner Inc. forecasts that by 2025, half of the top 10 auto makers by market capitalization will be designing at least some of their own chips.Meanwhile, the world’s embrace of electric vehicles—and Tesla’s rising valuation—have made Mr. Musk’s company a more attractive customer to some parts suppliers, executives and lawyers said.<img src=\"https://static.tigerbbs.com/4d1856a69b4a36f41d9ebe738b6fb9d5\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"/>Some traditional car makers, such as Ford, are looking to get into the semiconductor business amid computer-chip shortages.Dan Sharkey, a Detroit-area attorney who represents automotive suppliers, said some of his clients are willing to do things for Tesla that they aren’t for other car makers. “They think they’re catching a rising star,” Mr. Sharkey said, adding that Tesla’s relatively small output can sometimes work in the company’s favor. “It’s sort of easy to say, okay, we’ll just take care of these little guys.”Tesla is on pace to easily clear its target of increasing vehicle deliveries by 50% over last year’s total of nearly half a million. 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It owes that success in some measure to its Silicon Valley roots.Elon Musk’s electric-vehicle maker is poised to manufacture roughly 80% more vehicles this year than it did in 2020, analyst forecasts indicate, on pace for its fastest annual production growth since 2018. The global auto industry, hit hard by supply-chain disruptions, is expected to produce around 1% more vehicles than last year and 15% fewer than in 2019, according to IHS Markit.Tesla has been able to keep production lines running in part by leaning on in-house software engineering expertise that has made it more adept than many rival auto makers at adjusting to a global shortfall of semiconductors, industry executives and consultants said. Chips are used in everything from controlling an electric motor to charging a phone.Faced with shortages earlier this year, for example, Tesla was able to quickly rewrite the software necessary to integrate alternative chips into its vehicles, the company’s chief executive officer, Mr. Musk, has said.In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice recognition, according to a study.Semiconductor executives and consultants said Tesla, as a still relatively young car company, had the advantage of designing its vehicles from the ground-up, rather than adding parts in a piecemeal fashion over decades as many legacy auto makers have done. That allowed Tesla to consolidate systems, some of them said.In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice and gesture recognition that in many other vehicles would be controlled separately using more chips, according to a Bain & Co. study based on a 2019 Model 3.Ganesh Moorthy, chief executive officer of semiconductor supplier Microchip Technology Inc., said electric-vehicle-focused producers benefit from being more rooted in technology than traditional car makers.“They are more plugged in, in many cases, and I think as a result also have been able to be more flexible in what they have built,” he said.Tesla didn’t respond to a request for comment about its chip-sourcing strategy.Traditional auto makers often have let parts suppliers handle sourcing chips. Mr. Musk’s preference for making vehicle components in-house meant that Tesla had greater supply-chain visibility in some areas, having forged close relationships with semiconductor companies before the crisis hit, some semiconductor executives and analysts said. Tesla, for example, designed the computer that enables its advanced driver-assistance technology in newer vehicles.“Anything where they decided to make something by themselves, well then they had to have a direct relationship with the semiconductor supplier,” said Nakul Duggal, who leads the automotive business of Qualcomm Inc.,which designs chips and supplies Tesla.The chip shortage traces back to late 2020, when demand for vehicles rebounded faster than expected from pandemic lows, catching auto makers by surprise.Without enough semiconductors, car companies are on track to manufacture roughly 77 million vehicles globally this year, down around 9% from expectations in January, according to consulting firm AlixPartners LLP.Tesla Chief Financial Officer Zachary Kirkhorn said in October that Tesla’s expertise in the chip industry and consistent messaging to suppliers had helped the company manage supply-chain challenges.“We never reduced our production forecast with our suppliers as we’re adding capacity as quickly as possible,” he told analysts.Tesla hasn’t been immune to supply-chain problems. The company has run factories below capacity and, in February, briefly shut down its Fremont, Calif., plant because of parts shortages. It also worked around shortfalls by building cars with missing parts that needed to be added back later, Mr. Musk has told employees, according to a person familiar with the matter.Mr. Musk has cited the chip shortage in delaying the rollout of new models. Tesla’s long-awaited electric pickup truck and semitrailer truck, both of which had been slated to enter production this year, are now due to enter production in 2022 and 2023, respectively.Traditional car makers are now becoming more chip focused.Ford Motor Co .and General Motors Co. last month announced pacts with semiconductor companies to develop computer chips.Research firm Gartner Inc. forecasts that by 2025, half of the top 10 auto makers by market capitalization will be designing at least some of their own chips.Meanwhile, the world’s embrace of electric vehicles—and Tesla’s rising valuation—have made Mr. Musk’s company a more attractive customer to some parts suppliers, executives and lawyers said.Some traditional car makers, such as Ford, are looking to get into the semiconductor business amid computer-chip shortages.Dan Sharkey, a Detroit-area attorney who represents automotive suppliers, said some of his clients are willing to do things for Tesla that they aren’t for other car makers. “They think they’re catching a rising star,” Mr. Sharkey said, adding that Tesla’s relatively small output can sometimes work in the company’s favor. “It’s sort of easy to say, okay, we’ll just take care of these little guys.”Tesla is on pace to easily clear its target of increasing vehicle deliveries by 50% over last year’s total of nearly half a million. It put more than 627,000 vehicles in customer hands through the first nine months of the year. The company’s relatively small size—and increased demand for electric vehicles—has made it easier to sustain rapid growth. It also gave priority to getting vehicles to customers, even if they are missing a few parts.Mo Siddiqui, who lives in Hamburg, Germany, said he received a text message from Tesla earlier this month advising him that, due to supply-chain problems, the roughly $70,000 Model Y compact sport-utility vehicle he had purchased might be delivered without some USB ports or wireless phone charging capability.Mr. Siddiqui, 39 years old, was able to schedule the vehicle to be retrofitted within two weeks of picking it up. “I can live with that,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1263,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":47,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7143473,"commentId":"7143473","gmtCreate":1640917950944,"gmtModify":1640917950944,"authorId":9000000000000488,"author":{"id":9000000000000488,"idStr":"9000000000000488","authorId":9000000000000488,"name":"MatthewWalter","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla car has many functions that need to be used with smartphones, and the two can promote each other. There are rumors that Tesla may enter the smartphone field.","text":"Tesla car has many functions that need to be used with smartphones, and the two can promote each other. There are rumors that Tesla may enter the smartphone field.","html":"Tesla car has many functions that need to be used with smartphones, and the two can promote each other. There are rumors that Tesla may enter the smartphone field.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7142669,"commentId":"7142669","gmtCreate":1640908626210,"gmtModify":1640908626210,"authorId":3479274779734729,"author":{"id":3479274779734729,"idStr":"3479274779734729","authorId":3479274779734729,"name":"maroketo","avatar":"https://static.laohu8.com/picture113","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla has developed too fast in recent years. This company has not grasped the pulse of the times but started a new era of electric vehicles. It is precise because of Tesla's continuous efforts that the world has entered the era of electric vehicles. There is no doubt that Tesla has changed the world and our lives by itself. In my opinion, Tesla's a great company and has taken the global car industry to the EV era. But I need to emphasize one point.：the current valuation of this company is too high to buy or hold.","text":"Tesla has developed too fast in recent years. This company has not grasped the pulse of the times but started a new era of electric vehicles. It is precise because of Tesla's continuous efforts that the world has entered the era of electric vehicles. There is no doubt that Tesla has changed the world and our lives by itself. In my opinion, Tesla's a great company and has taken the global car industry to the EV era. But I need to emphasize one point.：the current valuation of this company is too high to buy or hold.","html":"Tesla has developed too fast in recent years. This company has not grasped the pulse of the times but started a new era of electric vehicles. It is precise because of Tesla's continuous efforts that the world has entered the era of electric vehicles. There is no doubt that Tesla has changed the world and our lives by itself. In my opinion, Tesla's a great company and has taken the global car industry to the EV era. But I need to emphasize one point.：the current valuation of this company is too high to buy or hold.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7142658,"commentId":"7142658","gmtCreate":1640908382165,"gmtModify":1640908382165,"authorId":3479274804085724,"author":{"id":3479274804085724,"idStr":"3479274804085724","authorId":3479274804085724,"name":"ladyman","avatar":"https://static.laohu8.com/picture161","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I really hope Tesla will launch a smartphone.","text":"I really hope Tesla will launch a smartphone.","html":"I really hope Tesla will launch a smartphone.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7143448,"commentId":"7143448","gmtCreate":1640917585394,"gmtModify":1640917585394,"authorId":9000000000000671,"author":{"id":9000000000000671,"idStr":"9000000000000671","authorId":9000000000000671,"name":"BorisBack","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The models are already very rich, we already known many tesla Models: S3XY, $25K compact car, Cybertruck, Roadster, Semi Truck, Tesla Van...","text":"The models are already very rich, we already known many tesla Models: S3XY, $25K compact car, Cybertruck, Roadster, Semi Truck, Tesla Van...","html":"The models are already very rich, we already known many tesla Models: S3XY, $25K compact car, Cybertruck, Roadster, Semi Truck, Tesla Van...","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7143483,"commentId":"7143483","gmtCreate":1640918061170,"gmtModify":1640918061170,"authorId":9000000000000462,"author":{"id":9000000000000462,"idStr":"9000000000000462","authorId":9000000000000462,"name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/58e77982f280b570830d1b8273d6de7e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla has his own insurance business, his own service department and his own super charging network. Tesla does not need a dealer. He can sell cars directly to consumers and be responsible for delivery.","text":"Tesla has his own insurance business, his own service department and his own super charging network. Tesla does not need a dealer. He can sell cars directly to consumers and be responsible for delivery.","html":"Tesla has his own insurance business, his own service department and his own super charging network. Tesla does not need a dealer. He can sell cars directly to consumers and be responsible for delivery.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7143497,"commentId":"7143497","gmtCreate":1640918175841,"gmtModify":1640918175841,"authorId":9000000000000733,"author":{"id":9000000000000733,"idStr":"9000000000000733","authorId":9000000000000733,"name":"littlesweetie","avatar":"https://static.tigerbbs.com/6e464260c1f36813365ad09eecdd364a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":692162764,"objectIdStr":"692162764","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Energy will be much bigger business than auto business for Tesla in the future. Tesla will be in the business of energy generation, transmission and storage.","text":"Energy will be much bigger business than auto business for Tesla in the future. Tesla will be in the business of energy generation, transmission and storage.","html":"Energy will be much bigger business than auto business for Tesla in the future. Tesla will be in the business of energy generation, transmission and storage.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692162764"}