Tesla teardown finds electronics 6 years ahead of Toyota and VW

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Tesla teardown finds electronics 6 years ahead of Toyota and VW

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TOKYO — Toyota Motor and Volkswagen each sell 10 million cars, give or take, every year.
Tesla delivered about 367,500 in 2019.
But when it comes to electronics technology, Elon Musk’s scrappy company is far ahead of the industry giants.
This is the takeaway from Nikkei Business Publications’ teardown of the Model 3, the most affordable car in the U.S. automaker’s all-electric lineup, starting at about $33,000.
What stands out most is Tesla’s integrated central control unit, or “full self-driving computer.” Also known as Hardware 3, this little piece of tech is the company’s biggest weapon in the burgeoning EV market.
It could end the auto industry supply chain as we know it.
Tesla developed the chips on its own, along with special software designed to complement the hardware.
The computer powers the cars’ self-driving capabilities as well as their advanced in-car “infotainment” system.
The Model 3’s “full self-driving computer” consists of two boards: one with custom AI chips for autonomous driving, and a media control unit for the “infotainment” system.
This kind of electronic platform, with a powerful computer at its core, holds the key to handling heavy data loads in tomorrow’s smarter, more autonomous cars.
Industry insiders expect such technology to take hold around 2025 at the earliest.
That means Tesla beat its rivals by six years.
Every two or three years, the company pushed the envelope further, culminating in the full self-driving computer.
Automakers worry that computers like Tesla’s will render obsolete the parts supply chains they have cultivated over decades, the engineer said.
Such systems will drastically cut the number of electronic control units, or ECUs, in cars.
Young companies like Tesla, on the other hand, are not shackled to suppliers and are free to pursue the best technologies available.
Instead, many have the Tesla logo, including the substrates inside the ECUs

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