Earlier this year, the industry rumored that Tesla was choosing chip suppliers and leaning towardSMC, but after a period of contact, South Korea's Samsung finally threw off TSMC to win Tesla's super order. Initially, Tesla announced that it would join hands with South Korea's Samsung to jointly develop an AI chip.
But today, South Korean media reported that Samsung has begun to provide Tesla with as many as 5 chips, mainly for the design of autonomous driving and audio-visual systems, of which 256GB PCle Gen3 NVMe solid-state hard disk (SSD), 2GB GDDR6 drawing DRAM and 2GB DDR4 DRAM, these three chips will be specifically for audio and video systems; 2GB GDDR6 drawing DRAM and 128GB universal flash memory storage (UFS) are specifically for autonomous driving systems.
At that time, Tesla's highest priority was to cooperate with TSMC, but due to cost reasons, it finally chose to cooperate with Samsung to jointly manufacture the second-generation autopilot chip HW4.0, but I did not expect that Samsung fought for Tesla, and even designed and mass-produced 5 chips to support Tesla. In this way, not only can you continue to take other orders, but also by the way, the probability of Tesla and TSMC cooperation is minimized.
Cybertruck is Tesla's first pure electric truck model, released globally in 2019, originally scheduled to be officially mass-produced at the end of 2021, but due to the impact of supply chain shortages such as chips and batteries, mass production and delivery time has been repeatedly delayed, and the current high-volume production and delivery time finally confirmed by Tesla founder Musk is 2023, and there may be small batch production and delivery in 2022.
Cybertruck is called tesla's best product ever, will be equipped with a lot of black technology and advanced technology, the manufacturing difficulty is the highest of all the current models, and will be equipped with Tesla's self-developed second-generation fully automatic assisted driving computer, to ensure safe driving ability will be 4 times better than humans.
The 5 chips that Samsung is dedicated to this time are expected to start mass production in the first half of next year, after Which Masca has said: Cybertruck will be the first batch of models equipped with HW4.0 chips, and the scheduled amount of Cyberruck has exceeded 1.2 million units, and once mass production, Samsung will be required to have the ability to stably provide chips, which is also a big test for Samsung's production capacity.