TESLA CEO ELON MUSK POINTED OUT THAT THE SHORTAGE OF SEMICONDUCTOR SUPPLIES FROM RENESAS AND BOSCH IS HAMPERING TESLA'S EV PRODUCTION.
🟩 putting pressure on chip suppliers
Elon Musk said he operates certain standard automotive semiconductors under extreme supply chain restrictions, writing on Twitter that Renesas and Bosch are the most problematic. By naming specific suppliers, the aim seems to be to pressure them to increase supply.
🟩 replying to major shareholder comments
ELON MUSK’S REMARKS WERE A RESPONSE TO KATHY WOOD OF ARK, A U.S. ASSET MANAGEMENT COMPANY THAT IS A MAJOR SHAREHOLDER OF TESLA. WOOD POINTED TO A DROP IN EV SHIPMENTS IN CHINA AT TESLA’S CHINA PLANT IN JULY. IN THIS REGARD, MR. MUSK EXPLAINED THAT THE DECREASE IN SHIPMENTS IS TEMPORARY BECAUSE THE FIRST HALF OF THE QUARTER (JULY ~ AUGUST) WILL PRODUCE CARS FOR EXPORT OUTSIDE CHINA AND THE SECOND HALF (AUGUST ~ SEPTEMBER) FOR THE CHINESE DOMESTIC MARKET.
🟩 causes of automotive chip shortage
there is a global semiconductor shortage, and the shortage of “standard” automotive semiconductors is due to renesas’ factory fires and other factors.
automotive industry practices
on the other hand, the practice of the automotive industry, which has only presented short-term production forecasts and orders on the premise of “just-in-time” to minimize parts inventory, is also regarded as a problem.
changes to alternative chips
tesla is using alternative chips to address the chip shortage. “standard” automotive semiconductors are irreplaceable parts.
🟩 conclusion
tesla pressured renesas and bosch, who are causing semiconductor shortages.
elon musk said in its second-quarter earnings call that he was grateful to suppliers for responding to semiconductor shortages around the clock. i don’t feel grateful for the kind of lifting of a particular supplier this time.
