Assessing Tesla's in-house chips plan: it's complicated

OEM Purchasing

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.

Thank you for visiting S&P Global AutoTechInsight.

*A subscription to News & Analysis includes four S&P Global-selected sector-specific analytical pieces per month. Access to all analytic pieces across all domains comes with a subscription to All Domains. Please click here to subscribe.

To get access to the AutoTechInsight full suite of services, please contact a sales representative by clicking here.

Already a subscriber? Please log in here

preload preload preload preload preload preload