How Tesla Outsmarted The Chip Shortage - Need2Know

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Tesla delivered over 300,000 vehicles in the first quarter of 2022. That’s up around 68% from the same period in 2021. While other automakers are struggling to meet demand, Tesla is beating the odds…at least for now.

Here’s what you Need2Know.

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Tesla was far from the only car manufacturer selling vehicles with missing parts or ports (at full price) and giving vague promises to add the parts later. Saying no other manufacturers could or did is just straight up lying.

Huebz
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Funny thing is Tesla has been selling incomplete vehicle long before chip shortages. Speaking from my personal experience.

nonameleft
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Tesla took their chips and "rewrote their software code"… what does that even mean? Putting aside the term "software code", what is this actually referring to? Chips _execute_ code, this code being stored somewhere else on a drive or ROM chip. Rewriting the code is what you do to prepare a software update, this doesn't help *at all* to resolve a shortage of silicon. Changing the software that's embedded in vehicles is absolutely something that other auto manufacturers can do, and do every day. So if it's not just about writing software – which literally everyone does – then what's the special thing that Tesla is supposedly doing here? I thought they might be referring to programming FPGAs (which you could describe as changing a chip's code), but if you have FPGAs that's something you have to do anyway. What are they talking about?

desmond-hawkins
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I dream of a YouTube where videos less than 3 minutes are popular again, like this one.
Feels like a breath of fresh air when most tech videos are so inflated.

JorisDM
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Selling 90% complete car at 120% the price!

FinancialShinanigan
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That Joseph Foudy guy is wrong. Ford and GM built cars with reduced features and chips. Hard for Tesla to run out of chips when their volumes are so low relative to establish players. Tesla does a lot right but this video is just Tesla fan service.

bssw
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FunFact: BYD also doubled their amount of electric cars (though a lot are plug in hybrids). They sell roughly as many as Tesla. But nearly nobody knows them. Warren Buffet does though, he is one of the biggest stock holder (appeal to authority here, did you get it?).

steemlenn
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Referring software engineers as software coders is one I cannot let go.

yuzhang
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I'm not willing to buy anything knowing it has missing parts or features. But people love Tesla.

RyanBlockb
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1:10 OK so how does changing the software stop the chip shortage? Really bad explaination.

seasong
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I like this. Short, Concise, Straight to the point

jebremocampo
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Usb port? They sold cars without parking radars despite promising people it would be available, replacing them with cameras which don't offer the same accuracy or safety.... Lets celebrate that too huh?

CamelliaSinensis
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That's not "outsmarting" the chip shortage, that's called selling people an incomplete product or defective product, which won't backfire into a class action lawsuit down the line.

VinceroAlpha
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So you're saying that the reason most car companies can't keep up is because they can't figure out how to re-flash eproms?

Nathaniel_E_Dearing
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One example that's not being discussed, manufacturers like TI are heavily prioritizing their top 10% of customers during the chip shortage (including Tesla), and heavily deprioritizing their bottom 90% of customers, leaving the smaller companies out to dry for part availability and leaving them to redesign in other manufacturers. That's not 'outsmarting' the market but being able to throw your weight around. Tesla doesn't own a fab.

mlc
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Other videos was saying auto manufacturers are still on 90nm which is 20 years old. Maintaining equipment that is low production that old is hard. They needed to be working on moving to a newer node, but 90 nm worked good enough. So they did nothing, because it cost more money and the outsourced supplier doesn't care. It takes a long time to validate new chips for vehicles because of EMI and other factors.

jasonmajere
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Brilliant 2 minute video with ALL the info you need concisely! This is how everyone should do it! Thank you Cheddar.

burgerslayerrr
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Tesla took the chips they already had and rewrote their software code? What’s does that even mean? How does that produce more chips? Wouldn’t they have the same amount of chips they started with? Cheddar you need to do more research this is embarrassing

limon
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This channel reminds me of Nickelodeon. Nostalgia

neilknightley
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I’m half expecting Musk to start his own silicon mining company AND a chip factory.

joermnyc