im Gegensatz zu Legacy Auto vom extremen Chipmangel kaum betroffen ist.
www.nytimes.com/2022/01/08/business/...hips-supply-chain.html
"Tesla’s ability to conjure up critical components has a greater significance than one year’s car sales. It suggests that the company, and possibly other young electric car businesses, could threaten the dominance of giants like Volkswagen and G.M. sooner and more forcefully than most industry executives and policymakers realize. That would help the effort to reduce the emissions that are causing climate change by displacing more gasoline-powered cars sooner. But it could hurt the millions of workers, thousands of suppliers and numerous local and national governments that rely on traditional auto production for jobs, business and tax revenue."
Ja so langsam kommen sie auf den Trichter.
"When Tesla couldn’t get the chips it had counted on, it took the ones that were available and rewrote the software that operated them to suit its needs. Larger auto companies couldn’t do that because they relied on outside suppliers for much of their software and computing expertise. In many cases, automakers also relied on these suppliers to deal with chip manufacturers. When the crisis hit, the automakers lacked bargaining clout."
"Just a few years ago, analysts saw Mr. Musk’s insistence on having Tesla do more things on its own as one of the main reasons the company was struggling to increase production. Now, his strategy appears to have been vindicated."
Kann mich auch noch an Diskussionen hier im Forum erinnern wo hinterfragt wurde warum Tesla so viel inhouse selbst fertigt, was angeblich gar nicht ihre Kernkompetenz sei, da nur ein "Automobilkonzern" und kein Techunternehmen. Vertikale Integration dient u.a. dazu die Versorgung mit Kernkomponenten zu sichern und zugleich Zeit und Kosten zu verringern, bzw. die Margen zu erhöhen.
(Verkleinert auf 46%)
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