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Automotive bill of materials are far more extensive and requirement heavy (physical space/warehousing, subassembly integration and part sequencing, double check
by gowings97 4y ago
Automotive bill of materials are far more extensive and requirement heavy (physical space/warehousing, subassembly integration and part sequencing, double checking firmware/electronic systems as the vehicle comes down the line) compared to consumer electronics.
Yes, TSMC 4nm is more complex from an electronics standpoint. But from a supply chain process standpoint, automotive is way more complex.
All of the best consumer electronic manufacturing sequencing and tooling is in China though, hence the problem we have today.
Tim Cook is a supply chain guy though, so I'm curious how he will approach and solve this problem.