Originally posted on EVANNEX. By Charles Morris Of all the innovations Tesla has brought to the auto industry, not the least significant is the unified computer architecture used in its vehicles. This has enabled many of the
, and this turned out to be one of my favorite parts of the book. I’ve referred to it in at least a dozen articles, and thanks to the ongoing semiconductor shortage, it looks like I’m going to get some more mileage out of it.
“Carmakers need to speed up the transition to centralized electronic architectures and thereby move to advanced and leading-edge nodes,” the analysts said in a recent report. A shift to a central design with a single onboard computer could drastically reduce the number of chips needed in a vehicle. Roland Berger says the average vehicle contains some 1,400 separate chips.
Another issue is that legacy automakers don’t tend to use the latest and greatest chips. Part of the reason for the supply crunch is that chipmakers aren’t interested in increasing the supply of the older-generation semiconductors that are used in most cars. If automakers would regularly update their chips, as builders of computers and consumer electronics do, they might find production capacity to be less of a problem.
Tesla has navigated the supply crunch more nimbly than other automakers, and we know that at least part of this was because. “In Q1, we were able to navigate through global chip supply shortage issues in part by pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers,” wrote Tesla in its Q1 2021 shareholder letter.
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