by Suff » 03 Mar 2021, 17:25
Tesla doesn't strip other vehicles, they pioneered their EV and everyone else is stripping them to try and catch up or overtake them.
For one you would recognise, when Tesla realised that Nvidia had no interest in producing an AI engine with low enough power draw and high enough performance, they went out, hired Jim Keller (AMD K8 lead designer and Apple A4/5), then produced a chip with 144TOPS for 75 watts. Nvidia's offering looked somewhat better at 230 TOPS but at 500w draw. The Nvidia chip didn't fit behind the bulkhead, could not be plug compatible (Tesla promised free upgrades to HW3 if you bought full self drive) and simply didn't give the price/performance/power draw required. Tesla HW/4 will come out the back end of this year with a 3x boost on HW3.
The 4 year advantage Tesla gained on everyone else by fabbing their own chip is compounded by HW4. Nobody can keep up. VW is mired with a Continental modular design which adds modules to increase capability but is suffering 1990s issues of connectivity time-outs and limited performance and response times.
Never mind the fact that Tesla decided to reduce the back end of its model 3 vehicles from over 70 components to One. Of the fact that they had to commission the largest hot metal forming press in the world and develop a totally new aluminium alloy which could be used within it. Kudos to SpaceX for that as they partnered with Tesla to do it.
Tesla builds their own motors, their own battery packs, their own drivetrains and their own computers and software. They don't nick it from anyone, they are the team to beat. Over and above this, they produce solar products, grid scale storage and grid scale power routing kit for their grid scale storage.
Recently Tesla decided they had to do something about batteries because they want to average 50% growth over the next 10 years, but simply won't have the batteries. So they bought a dry coating company which was just beginning to go into production ramp up and added their production line expertise to it. Over all of that they used their own designed power control and testing circuits to do the initial charge of the batteries. They reduced manufacturing footprint by a factor of 10 and increased throughput dramatically. Just as well as they don't need 10x batteries, they need 100x.
This is beyond building factories at the speed of large garden sheds, ramping up their charging network with tens of thousands of charge outlets and, simply, leaving the rest of the market bobbing around in their slipstream.
Right now no auto manufacturer has more than about 15% of the total world market. Tesla is aiming for 20% of the total world EV market. They may not make it, but if they do drop short it will be to something like 15%. Not bad for the first automotive company, in 100 years, to start up in the US and make a go of it into volume production.
What do we hear in the press? Musk is a shyster and a charlatan!
Tesla doesn't need to rip anyone's vehicle apart to lead. Tesla is so far ahead that everyone else is spending hundreds of billions {as a group} just to make sure they don't become irrelevant.
Mercedes, on the other hand, needs to hire cars and rip them to bits in secret so they can have a prayer of catching up.
There are 10 types of people in the world:
Those who understand Binary and those who do not.