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> In-house electronics. Yes and: Software stack. (Sandy) Munro has mentioned this a few times. I struggle to imagine other vehicle mfgs successfully making t
by specialist 4y ago
> In-house electronics.
Yes and: Software stack.
(Sandy) Munro has mentioned this a few times.
I struggle to imagine other vehicle mfgs successfully making their own software.
My prediction is that one or more mfgs will adopt Apple's stack. Either thru partnership or licensing. Apple has cash to burn, so I think partnership, eg with Stellantis.
Then they'd also get access to Apple's chips.
As you surely know, legacy cars have dozens of electronic control units (ECUs), whereas Tesla has just a few chips/boards. Those ECUs use bespoke chips. And their supply was recently disrupted. Huge bummer.
Two birds, one stone.
- recuter 4y ago> Then they'd also get access to Apple's chips. Heh, no. Apple has absolutely no interest in becoming a tier 3 OEM supplier in the car industry and don't make those sort of chips to begin with. They are happy to cement their ecosystem by helping car makers integrate it into the infotainment screens but that is a far cry from what Tesla is doing.
- specialist 4y agoBut they're fine contracting w/ Stellantis (or equiv) to make their cars. A distinction without a difference.
- specialist 4y agoPS- What tier is Apple for supplying CarPlay for 100s of makes and models, and expanding.
- specialist 4y agoNevermind. Intel & NVIDIA are considered Tier 2. QNX-Blackberry sells to both OEMs and Tier 1. Rebutting my speculation by suggesting Apple would be a lowly Tier 3. While they're already Tier 1 and seriously considering being an OEM. You're funny.
- avgDev 4y agoTesla software kind of sucks? They can't fix their auto wipers. Phantom braking is still a thing. FSD is a scam.
- specialist 4y agoWhich OEM has the best software? (I don't have a dog in this fight.)