Assessing Tesla's in-house chips plan: it's complicated
Tesla held its investor day at the start of March. At the event it presented its Master Plan 3. Among the soundbites covering its future strategic direction was the disclosure of its plan to move to microprocessor units totally designed in-house. AutoTechInsight's Phil Amsrud, Senior Principal Analyst and semiconductor subject matter expert discusses this proposal and the associated opportunities and some of the potential drawbacks.
One of the key highlights of Tesla’s recent investor day was their commitment to move to 100% in-house designed microcontroller units (MCUs). This would take the percentage inhouse from 20%in the Model S to 85% in the Cybertruck with 100% achieved for the next generation vehicle.