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2021-12-30
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How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage<blockquote>埃隆·马斯克的软件重点如何帮助特斯拉应对芯片短缺</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692117984,"tweetId":"692117984","gmtCreate":1640874356171,"gmtModify":1640874374585,"author":{"id":3582013951378523,"idStr":"3582013951378523","authorId":3582013951378523,"authorIdStr":"3582013951378523","name":"sh99","avatar":"https://static.tigerbbs.com/95985dfcd15851145b63b9903fdb5bfc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>good</p></body></html>","htmlText":"<html><head></head><body><p>good</p></body></html>","text":"good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692117984","repostId":1138072653,"repostType":4,"repost":{"id":"1138072653","kind":"news","pubTimestamp":1640871670,"share":"https://www.laohunote.com/m/news/1138072653?lang=zh_CN&edition=full","pubTime":"2021-12-30 21:41","market":"us","language":"en","title":"How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage<blockquote>埃隆·马斯克的软件重点如何帮助特斯拉应对芯片短缺</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138072653","media":"The Wall Street Journal","summary":"Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in","content":"<p><html><head></head><body>Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in 2020</p><p><blockquote><html><head></head><body>电动汽车制造商预计今年的汽车产量将比 2020 年增加约 80%</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0a81e806760fb9d38a801cfd9e06ca\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/><span>Tesla is on track to post its fastest annual production growth since 2018 despite parts shortages.</span></p><p><blockquote><p class=\"t-img-caption\"><span>尽管零部件短缺，特斯拉仍有望实现自 2018 年以来最快的年产量增长。</span></p></blockquote></p><p>Tesla Inc. has emerged as one of the auto industry’s biggest winners in a year plagued by semiconductor shortages and snarled global supply chains. It owes that success in some measure to its Silicon Valley roots.</p><p><blockquote>在半导体短缺和全球供应链混乱的一年里，特斯拉公司已成为汽车行业最大的赢家之一。它的成功在某种程度上归功于其硅谷根基。</blockquote></p><p>Elon Musk’s electric-vehicle maker is poised to manufacture roughly 80% more vehicles this year than it did in 2020, analyst forecasts indicate, on pace for its fastest annual production growth since 2018. The global auto industry, hit hard by supply-chain disruptions, is expected to produce around 1% more vehicles than last year and 15% fewer than in 2019, according to IHS Markit.</p><p><blockquote>分析师预测，埃隆-马斯克（Elon Musk）的电动汽车制造商今年的汽车产量将比 2020 年增加约 80%，有望实现自 2018 年以来最快的年产量增长。根据 IHS Markit 的数据，受供应链中断重创的全球汽车行业预计将比去年增加约 1%，比 2019 年减少 15%。</blockquote></p><p>Tesla has been able to keep production lines running in part by leaning on in-house software engineering expertise that has made it more adept than many rival auto makers at adjusting to a global shortfall of semiconductors, industry executives and consultants said. Chips are used in everything from controlling an electric motor to charging a phone.</p><p><blockquote>行业高管和顾问表示，特斯拉之所以能够保持生产线的运行，部分原因是依靠内部软件工程专业知识，这使其比许多竞争对手汽车制造商更擅长适应全球半导体短缺的情况。从控制电动机到给手机充电，芯片无处不在。</blockquote></p><p>Faced with shortages earlier this year, for example, Tesla was able to quickly rewrite the software necessary to integrate alternative chips into its vehicles, the company’s chief executive officer, Mr. Musk, has said.</p><p><blockquote>例如，特斯拉首席执行官马斯克先生说，今年早些时候面临短缺，该公司能够迅速重写将替代芯片集成到其汽车中所需的软件。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f47c6438bbc065d371a0f00d2c83efe\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"/><span>In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice recognition, according to a study.</span></p><p><blockquote><p class=\"t-img-caption\"><span>根据一项研究，在特斯拉的 Model 3 轿车中，一组半导体就能实现扬声器控制和语音识别等功能。</span></p></blockquote></p><p>Semiconductor executives and consultants said Tesla, as a still relatively young car company, had the advantage of designing its vehicles from the ground-up, rather than adding parts in a piecemeal fashion over decades as many legacy auto makers have done. That allowed Tesla to consolidate systems, some of them said.</p><p><blockquote>半导体高管和顾问表示，特斯拉作为一家仍然相对年轻的汽车公司，其优势在于从头开始设计汽车，而不是像许多传统汽车制造商那样几十年来零碎地添加零部件。他们中的一些人说，这使得特斯拉能够整合系统。</blockquote></p><p>In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice and gesture recognition that in many other vehicles would be controlled separately using more chips, according to a Bain & Co. study based on a 2019 Model 3.</p><p><blockquote>根据贝恩公司（Bain & Co.）基于2019款Model 3进行的一项研究，在特斯拉的Model 3轿车中，一组半导体实现了扬声器控制、语音和手势识别等功能，而在许多其他车辆中，这些功能需要使用更多芯片单独控制。</blockquote></p><p>Ganesh Moorthy, chief executive officer of semiconductor supplier Microchip Technology Inc., said electric-vehicle-focused producers benefit from being more rooted in technology than traditional car makers.</p><p><blockquote>半导体供应商Microchip Technology Inc.首席执行官Ganesh Moorthy表示，与传统汽车制造商相比，专注于电动汽车的生产商受益于更扎根于技术。</blockquote></p><p>“They are more plugged in, in many cases, and I think as a result also have been able to be more flexible in what they have built,” he said.</p><p><blockquote>“他说：”在很多情况下，他们的插电式功能更加强大，我认为因此，他们在建造方面也更加灵活。</blockquote></p><p>Tesla didn’t respond to a request for comment about its chip-sourcing strategy.</p><p><blockquote>特斯拉没有回应就其芯片采购战略置评的请求。</blockquote></p><p>Traditional auto makers often have let parts suppliers handle sourcing chips. Mr. Musk’s preference for making vehicle components in-house meant that Tesla had greater supply-chain visibility in some areas, having forged close relationships with semiconductor companies before the crisis hit, some semiconductor executives and analysts said. Tesla, for example, designed the computer that enables its advanced driver-assistance technology in newer vehicles.</p><p><blockquote>传统汽车制造商通常让零部件供应商来处理芯片的采购。一些半导体公司高管和分析师表示，马斯克先生倾向于在内部制造汽车零部件，这意味着特斯拉在某些领域拥有更高的供应链知名度，在危机来袭之前就与半导体公司建立了密切的关系。例如，特斯拉设计的计算机使其先进的驾驶辅助技术能够在新型车辆中运行。</blockquote></p><p>“Anything where they decided to make something by themselves, well then they had to have a direct relationship with the semiconductor supplier,” said Nakul Duggal, who leads the automotive business of Qualcomm Inc.,which designs chips and supplies Tesla.</p><p><blockquote>“高通公司（Qualcomm Inc.）汽车业务负责人纳库尔-杜格尔（Nakul Duggal）说：”如果他们决定自己制造东西，那么他们就必须与半导体供应商建立直接关系。</blockquote></p><p>The chip shortage traces back to late 2020, when demand for vehicles rebounded faster than expected from pandemic lows, catching auto makers by surprise.</p><p><blockquote>芯片短缺可以追溯到 2020 年底，当时汽车需求从疫情低点反弹的速度快于预期，令汽车制造商措手不及。</blockquote></p><p>Without enough semiconductors, car companies are on track to manufacture roughly 77 million vehicles globally this year, down around 9% from expectations in January, according to consulting firm AlixPartners LLP.</p><p><blockquote>咨询公司 AlixPartners LLP 表示，如果没有足够的半导体，汽车公司今年有望在全球生产约 7700 万辆汽车，比 1 月份的预期下降约 9%。</blockquote></p><p>Tesla Chief Financial Officer Zachary Kirkhorn said in October that Tesla’s expertise in the chip industry and consistent messaging to suppliers had helped the company manage supply-chain challenges.</p><p><blockquote>特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）在 10 月份表示，特斯拉在芯片行业的专业知识和向供应商传达的一致信息帮助该公司应对了供应链挑战。</blockquote></p><p>“We never reduced our production forecast with our suppliers as we’re adding capacity as quickly as possible,” he told analysts.</p><p><blockquote>“他告诉分析师：”我们从未降低过对供应商的产量预测，因为我们正在尽快增加产能。</blockquote></p><p>Tesla hasn’t been immune to supply-chain problems. The company has run factories below capacity and, in February, briefly shut down its Fremont, Calif., plant because of parts shortages. It also worked around shortfalls by building cars with missing parts that needed to be added back later, Mr. Musk has told employees, according to a person familiar with the matter.</p><p><blockquote>特斯拉也未能幸免于供应链问题。该公司的工厂一直低于产能，并于 2 月份因零部件短缺而短暂关闭了加利福尼亚州弗里蒙特的工厂。据一位知情人士透露，马斯克告诉员工，该公司还通过制造缺失零件的汽车来解决短缺问题，这些零件需要稍后添加。</blockquote></p><p></p><p>Mr. Musk has cited the chip shortage in delaying the rollout of new models. Tesla’s long-awaited electric pickup truck and semitrailer truck, both of which had been slated to enter production this year, are now due to enter production in 2022 and 2023, respectively.</p><p><blockquote>马斯克以芯片短缺为由推迟了新车型的推出。特斯拉期待已久的电动皮卡车和半挂车卡车原定于今年投产，现在将分别于 2022 年和 2023 年投产。</blockquote></p><p>Traditional car makers are now becoming more chip focused.Ford Motor Co .and General Motors Co. last month announced pacts with semiconductor companies to develop computer chips.</p><p><blockquote>传统汽车制造商现在变得更加注重芯片。福特汽车公司和通用汽车公司上个月宣布与半导体公司达成协议，开发计算机芯片。</blockquote></p><p>Research firm Gartner Inc. forecasts that by 2025, half of the top 10 auto makers by market capitalization will be designing at least some of their own chips.</p><p><blockquote>研究公司 Gartner Inc. 预测，到 2025 年，市值排名前 10 的汽车制造商中，有一半将至少设计一些自己的芯片。</blockquote></p><p>Meanwhile, the world’s embrace of electric vehicles—and Tesla’s rising valuation—have made Mr. Musk’s company a more attractive customer to some parts suppliers, executives and lawyers said.</p><p><blockquote>与此同时，高管和律师表示，全世界对电动汽车的普及--以及特斯拉不断上涨的估值--使马斯克先生的公司成为一些零部件供应商更具吸引力的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1856a69b4a36f41d9ebe738b6fb9d5\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"/><span>Some traditional car makers, such as Ford, are looking to get into the semiconductor business amid computer-chip shortages.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在计算机芯片短缺的情况下，福特等一些传统汽车制造商正在寻求进入半导体业务。</span></p></blockquote></p><p>Dan Sharkey, a Detroit-area attorney who represents automotive suppliers, said some of his clients are willing to do things for Tesla that they aren’t for other car makers. “They think they’re catching a rising star,” Mr. Sharkey said, adding that Tesla’s relatively small output can sometimes work in the company’s favor. “It’s sort of easy to say, okay, we’ll just take care of these little guys.”</p><p><blockquote>代表汽车供应商的底特律地区律师丹-夏基（Dan Sharkey）说，他的一些客户愿意为特斯拉做他们不会为其他汽车制造商做的事情。“沙基先生说：”他们认为自己正在抓住一颗后起之秀，并补充说，特斯拉相对较小的产量有时会对公司有利。“说起来很容易，好吧，我们就照顾好这些小家伙。”</blockquote></p><p>Tesla is on pace to easily clear its target of increasing vehicle deliveries by 50% over last year’s total of nearly half a million. It put more than 627,000 vehicles in customer hands through the first nine months of the year. The company’s relatively small size—and increased demand for electric vehicles—has made it easier to sustain rapid growth. It also gave priority to getting vehicles to customers, even if they are missing a few parts.</p><p><blockquote>特斯拉有望轻松实现将汽车交付量比去年近 50 万辆增加 50% 的目标。今年前九个月，该公司向客户交付了超过 627,000 辆汽车。该公司规模相对较小，加上对电动汽车需求的不断增长，使其更容易保持快速增长。它还优先向客户提供车辆，即使他们缺少一些零件。</blockquote></p><p>Mo Siddiqui, who lives in Hamburg, Germany, said he received a text message from Tesla earlier this month advising him that, due to supply-chain problems, the roughly $70,000 Model Y compact sport-utility vehicle he had purchased might be delivered without some USB ports or wireless phone charging capability.</p><p><blockquote>居住在德国汉堡的莫·西迪基 (Mo Siddiqui) 表示，本月早些时候，他收到了一条来自特斯拉的短信，告知他，由于供应链问题，他购买的价值约 7 万美元的 Model Y 紧凑型运动型多功能车可能会交付时没有一些 USB 端口或无线电话充电功能。</blockquote></p><p>Mr. Siddiqui, 39 years old, was able to schedule the vehicle to be retrofitted within two weeks of picking it up. “I can live with that,” he said.</p><p><blockquote>39岁的Siddiqui先生能够在提车后的两周内安排对车辆进行改装。“他说：”我可以接受。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage<blockquote>埃隆·马斯克的软件重点如何帮助特斯拉应对芯片短缺</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-12-30 21:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in 2020</p><p><blockquote><html><head></head><body>电动汽车制造商预计今年的汽车产量将比 2020 年增加约 80%</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0a81e806760fb9d38a801cfd9e06ca\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/><span>Tesla is on track to post its fastest annual production growth since 2018 despite parts shortages.</span></p><p><blockquote><p class=\"t-img-caption\"><span>尽管零部件短缺，特斯拉仍有望实现自 2018 年以来最快的年产量增长。</span></p></blockquote></p><p>Tesla Inc. has emerged as one of the auto industry’s biggest winners in a year plagued by semiconductor shortages and snarled global supply chains. It owes that success in some measure to its Silicon Valley roots.</p><p><blockquote>在半导体短缺和全球供应链混乱的一年里，特斯拉公司已成为汽车行业最大的赢家之一。它的成功在某种程度上归功于其硅谷根基。</blockquote></p><p>Elon Musk’s electric-vehicle maker is poised to manufacture roughly 80% more vehicles this year than it did in 2020, analyst forecasts indicate, on pace for its fastest annual production growth since 2018. The global auto industry, hit hard by supply-chain disruptions, is expected to produce around 1% more vehicles than last year and 15% fewer than in 2019, according to IHS Markit.</p><p><blockquote>分析师预测，埃隆-马斯克（Elon Musk）的电动汽车制造商今年的汽车产量将比 2020 年增加约 80%，有望实现自 2018 年以来最快的年产量增长。根据 IHS Markit 的数据，受供应链中断重创的全球汽车行业预计将比去年增加约 1%，比 2019 年减少 15%。</blockquote></p><p>Tesla has been able to keep production lines running in part by leaning on in-house software engineering expertise that has made it more adept than many rival auto makers at adjusting to a global shortfall of semiconductors, industry executives and consultants said. Chips are used in everything from controlling an electric motor to charging a phone.</p><p><blockquote>行业高管和顾问表示，特斯拉之所以能够保持生产线的运行，部分原因是依靠内部软件工程专业知识，这使其比许多竞争对手汽车制造商更擅长适应全球半导体短缺的情况。从控制电动机到给手机充电，芯片无处不在。</blockquote></p><p>Faced with shortages earlier this year, for example, Tesla was able to quickly rewrite the software necessary to integrate alternative chips into its vehicles, the company’s chief executive officer, Mr. Musk, has said.</p><p><blockquote>例如，特斯拉首席执行官马斯克先生说，今年早些时候面临短缺，该公司能够迅速重写将替代芯片集成到其汽车中所需的软件。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f47c6438bbc065d371a0f00d2c83efe\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"/><span>In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice recognition, according to a study.</span></p><p><blockquote><p class=\"t-img-caption\"><span>根据一项研究，在特斯拉的 Model 3 轿车中，一组半导体就能实现扬声器控制和语音识别等功能。</span></p></blockquote></p><p>Semiconductor executives and consultants said Tesla, as a still relatively young car company, had the advantage of designing its vehicles from the ground-up, rather than adding parts in a piecemeal fashion over decades as many legacy auto makers have done. That allowed Tesla to consolidate systems, some of them said.</p><p><blockquote>半导体高管和顾问表示，特斯拉作为一家仍然相对年轻的汽车公司，其优势在于从头开始设计汽车，而不是像许多传统汽车制造商那样几十年来零碎地添加零部件。他们中的一些人说，这使得特斯拉能够整合系统。</blockquote></p><p>In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice and gesture recognition that in many other vehicles would be controlled separately using more chips, according to a Bain & Co. study based on a 2019 Model 3.</p><p><blockquote>根据贝恩公司（Bain & Co.）基于2019款Model 3进行的一项研究，在特斯拉的Model 3轿车中，一组半导体实现了扬声器控制、语音和手势识别等功能，而在许多其他车辆中，这些功能需要使用更多芯片单独控制。</blockquote></p><p>Ganesh Moorthy, chief executive officer of semiconductor supplier Microchip Technology Inc., said electric-vehicle-focused producers benefit from being more rooted in technology than traditional car makers.</p><p><blockquote>半导体供应商Microchip Technology Inc.首席执行官Ganesh Moorthy表示，与传统汽车制造商相比，专注于电动汽车的生产商受益于更扎根于技术。</blockquote></p><p>“They are more plugged in, in many cases, and I think as a result also have been able to be more flexible in what they have built,” he said.</p><p><blockquote>“他说：”在很多情况下，他们的插电式功能更加强大，我认为因此，他们在建造方面也更加灵活。</blockquote></p><p>Tesla didn’t respond to a request for comment about its chip-sourcing strategy.</p><p><blockquote>特斯拉没有回应就其芯片采购战略置评的请求。</blockquote></p><p>Traditional auto makers often have let parts suppliers handle sourcing chips. Mr. Musk’s preference for making vehicle components in-house meant that Tesla had greater supply-chain visibility in some areas, having forged close relationships with semiconductor companies before the crisis hit, some semiconductor executives and analysts said. Tesla, for example, designed the computer that enables its advanced driver-assistance technology in newer vehicles.</p><p><blockquote>传统汽车制造商通常让零部件供应商来处理芯片的采购。一些半导体公司高管和分析师表示，马斯克先生倾向于在内部制造汽车零部件，这意味着特斯拉在某些领域拥有更高的供应链知名度，在危机来袭之前就与半导体公司建立了密切的关系。例如，特斯拉设计的计算机使其先进的驾驶辅助技术能够在新型车辆中运行。</blockquote></p><p>“Anything where they decided to make something by themselves, well then they had to have a direct relationship with the semiconductor supplier,” said Nakul Duggal, who leads the automotive business of Qualcomm Inc.,which designs chips and supplies Tesla.</p><p><blockquote>“高通公司（Qualcomm Inc.）汽车业务负责人纳库尔-杜格尔（Nakul Duggal）说：”如果他们决定自己制造东西，那么他们就必须与半导体供应商建立直接关系。</blockquote></p><p>The chip shortage traces back to late 2020, when demand for vehicles rebounded faster than expected from pandemic lows, catching auto makers by surprise.</p><p><blockquote>芯片短缺可以追溯到 2020 年底，当时汽车需求从疫情低点反弹的速度快于预期，令汽车制造商措手不及。</blockquote></p><p>Without enough semiconductors, car companies are on track to manufacture roughly 77 million vehicles globally this year, down around 9% from expectations in January, according to consulting firm AlixPartners LLP.</p><p><blockquote>咨询公司 AlixPartners LLP 表示，如果没有足够的半导体，汽车公司今年有望在全球生产约 7700 万辆汽车，比 1 月份的预期下降约 9%。</blockquote></p><p>Tesla Chief Financial Officer Zachary Kirkhorn said in October that Tesla’s expertise in the chip industry and consistent messaging to suppliers had helped the company manage supply-chain challenges.</p><p><blockquote>特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）在 10 月份表示，特斯拉在芯片行业的专业知识和向供应商传达的一致信息帮助该公司应对了供应链挑战。</blockquote></p><p>“We never reduced our production forecast with our suppliers as we’re adding capacity as quickly as possible,” he told analysts.</p><p><blockquote>“他告诉分析师：”我们从未降低过对供应商的产量预测，因为我们正在尽快增加产能。</blockquote></p><p>Tesla hasn’t been immune to supply-chain problems. The company has run factories below capacity and, in February, briefly shut down its Fremont, Calif., plant because of parts shortages. It also worked around shortfalls by building cars with missing parts that needed to be added back later, Mr. Musk has told employees, according to a person familiar with the matter.</p><p><blockquote>特斯拉也未能幸免于供应链问题。该公司的工厂一直低于产能，并于 2 月份因零部件短缺而短暂关闭了加利福尼亚州弗里蒙特的工厂。据一位知情人士透露，马斯克告诉员工，该公司还通过制造缺失零件的汽车来解决短缺问题，这些零件需要稍后添加。</blockquote></p><p></p><p>Mr. Musk has cited the chip shortage in delaying the rollout of new models. Tesla’s long-awaited electric pickup truck and semitrailer truck, both of which had been slated to enter production this year, are now due to enter production in 2022 and 2023, respectively.</p><p><blockquote>马斯克以芯片短缺为由推迟了新车型的推出。特斯拉期待已久的电动皮卡车和半挂车卡车原定于今年投产，现在将分别于 2022 年和 2023 年投产。</blockquote></p><p>Traditional car makers are now becoming more chip focused.Ford Motor Co .and General Motors Co. last month announced pacts with semiconductor companies to develop computer chips.</p><p><blockquote>传统汽车制造商现在变得更加注重芯片。福特汽车公司和通用汽车公司上个月宣布与半导体公司达成协议，开发计算机芯片。</blockquote></p><p>Research firm Gartner Inc. forecasts that by 2025, half of the top 10 auto makers by market capitalization will be designing at least some of their own chips.</p><p><blockquote>研究公司 Gartner Inc. 预测，到 2025 年，市值排名前 10 的汽车制造商中，有一半将至少设计一些自己的芯片。</blockquote></p><p>Meanwhile, the world’s embrace of electric vehicles—and Tesla’s rising valuation—have made Mr. Musk’s company a more attractive customer to some parts suppliers, executives and lawyers said.</p><p><blockquote>与此同时，高管和律师表示，全世界对电动汽车的普及--以及特斯拉不断上涨的估值--使马斯克先生的公司成为一些零部件供应商更具吸引力的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1856a69b4a36f41d9ebe738b6fb9d5\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"/><span>Some traditional car makers, such as Ford, are looking to get into the semiconductor business amid computer-chip shortages.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在计算机芯片短缺的情况下，福特等一些传统汽车制造商正在寻求进入半导体业务。</span></p></blockquote></p><p>Dan Sharkey, a Detroit-area attorney who represents automotive suppliers, said some of his clients are willing to do things for Tesla that they aren’t for other car makers. “They think they’re catching a rising star,” Mr. Sharkey said, adding that Tesla’s relatively small output can sometimes work in the company’s favor. “It’s sort of easy to say, okay, we’ll just take care of these little guys.”</p><p><blockquote>代表汽车供应商的底特律地区律师丹-夏基（Dan Sharkey）说，他的一些客户愿意为特斯拉做他们不会为其他汽车制造商做的事情。“沙基先生说：”他们认为自己正在抓住一颗后起之秀，并补充说，特斯拉相对较小的产量有时会对公司有利。“说起来很容易，好吧，我们就照顾好这些小家伙。”</blockquote></p><p>Tesla is on pace to easily clear its target of increasing vehicle deliveries by 50% over last year’s total of nearly half a million. It put more than 627,000 vehicles in customer hands through the first nine months of the year. The company’s relatively small size—and increased demand for electric vehicles—has made it easier to sustain rapid growth. It also gave priority to getting vehicles to customers, even if they are missing a few parts.</p><p><blockquote>特斯拉有望轻松实现将汽车交付量比去年近 50 万辆增加 50% 的目标。今年前九个月，该公司向客户交付了超过 627,000 辆汽车。该公司规模相对较小，加上对电动汽车需求的不断增长，使其更容易保持快速增长。它还优先向客户提供车辆，即使他们缺少一些零件。</blockquote></p><p>Mo Siddiqui, who lives in Hamburg, Germany, said he received a text message from Tesla earlier this month advising him that, due to supply-chain problems, the roughly $70,000 Model Y compact sport-utility vehicle he had purchased might be delivered without some USB ports or wireless phone charging capability.</p><p><blockquote>居住在德国汉堡的莫·西迪基 (Mo Siddiqui) 表示，本月早些时候，他收到了一条来自特斯拉的短信，告知他，由于供应链问题，他购买的价值约 7 万美元的 Model Y 紧凑型运动型多功能车可能会交付时没有一些 USB 端口或无线电话充电功能。</blockquote></p><p>Mr. Siddiqui, 39 years old, was able to schedule the vehicle to be retrofitted within two weeks of picking it up. “I can live with that,” he said.</p><p><blockquote>39岁的Siddiqui先生能够在提车后的两周内安排对车辆进行改装。“他说：”我可以接受。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/how-elon-musks-software-focus-helped-tesla-navigate-chip-shortage-11640860208?mod=hp_lead_pos3\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/how-elon-musks-software-focus-helped-tesla-navigate-chip-shortage-11640860208?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138072653","content_text":"Electric-vehicle maker is expected to manufacture roughly 80% more vehicles this year than it did in 2020Tesla is on track to post its fastest annual production growth since 2018 despite parts shortages.Tesla Inc. has emerged as one of the auto industry’s biggest winners in a year plagued by semiconductor shortages and snarled global supply chains. It owes that success in some measure to its Silicon Valley roots.Elon Musk’s electric-vehicle maker is poised to manufacture roughly 80% more vehicles this year than it did in 2020, analyst forecasts indicate, on pace for its fastest annual production growth since 2018. The global auto industry, hit hard by supply-chain disruptions, is expected to produce around 1% more vehicles than last year and 15% fewer than in 2019, according to IHS Markit.Tesla has been able to keep production lines running in part by leaning on in-house software engineering expertise that has made it more adept than many rival auto makers at adjusting to a global shortfall of semiconductors, industry executives and consultants said. Chips are used in everything from controlling an electric motor to charging a phone.Faced with shortages earlier this year, for example, Tesla was able to quickly rewrite the software necessary to integrate alternative chips into its vehicles, the company’s chief executive officer, Mr. Musk, has said.In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice recognition, according to a study.Semiconductor executives and consultants said Tesla, as a still relatively young car company, had the advantage of designing its vehicles from the ground-up, rather than adding parts in a piecemeal fashion over decades as many legacy auto makers have done. That allowed Tesla to consolidate systems, some of them said.In Tesla’s Model 3 sedan, a single group of semiconductors enables features such as speaker control and voice and gesture recognition that in many other vehicles would be controlled separately using more chips, according to a Bain & Co. study based on a 2019 Model 3.Ganesh Moorthy, chief executive officer of semiconductor supplier Microchip Technology Inc., said electric-vehicle-focused producers benefit from being more rooted in technology than traditional car makers.“They are more plugged in, in many cases, and I think as a result also have been able to be more flexible in what they have built,” he said.Tesla didn’t respond to a request for comment about its chip-sourcing strategy.Traditional auto makers often have let parts suppliers handle sourcing chips. Mr. Musk’s preference for making vehicle components in-house meant that Tesla had greater supply-chain visibility in some areas, having forged close relationships with semiconductor companies before the crisis hit, some semiconductor executives and analysts said. Tesla, for example, designed the computer that enables its advanced driver-assistance technology in newer vehicles.“Anything where they decided to make something by themselves, well then they had to have a direct relationship with the semiconductor supplier,” said Nakul Duggal, who leads the automotive business of Qualcomm Inc.,which designs chips and supplies Tesla.The chip shortage traces back to late 2020, when demand for vehicles rebounded faster than expected from pandemic lows, catching auto makers by surprise.Without enough semiconductors, car companies are on track to manufacture roughly 77 million vehicles globally this year, down around 9% from expectations in January, according to consulting firm AlixPartners LLP.Tesla Chief Financial Officer Zachary Kirkhorn said in October that Tesla’s expertise in the chip industry and consistent messaging to suppliers had helped the company manage supply-chain challenges.“We never reduced our production forecast with our suppliers as we’re adding capacity as quickly as possible,” he told analysts.Tesla hasn’t been immune to supply-chain problems. The company has run factories below capacity and, in February, briefly shut down its Fremont, Calif., plant because of parts shortages. It also worked around shortfalls by building cars with missing parts that needed to be added back later, Mr. Musk has told employees, according to a person familiar with the matter.Mr. Musk has cited the chip shortage in delaying the rollout of new models. Tesla’s long-awaited electric pickup truck and semitrailer truck, both of which had been slated to enter production this year, are now due to enter production in 2022 and 2023, respectively.Traditional car makers are now becoming more chip focused.Ford Motor Co .and General Motors Co. last month announced pacts with semiconductor companies to develop computer chips.Research firm Gartner Inc. forecasts that by 2025, half of the top 10 auto makers by market capitalization will be designing at least some of their own chips.Meanwhile, the world’s embrace of electric vehicles—and Tesla’s rising valuation—have made Mr. Musk’s company a more attractive customer to some parts suppliers, executives and lawyers said.Some traditional car makers, such as Ford, are looking to get into the semiconductor business amid computer-chip shortages.Dan Sharkey, a Detroit-area attorney who represents automotive suppliers, said some of his clients are willing to do things for Tesla that they aren’t for other car makers. “They think they’re catching a rising star,” Mr. Sharkey said, adding that Tesla’s relatively small output can sometimes work in the company’s favor. “It’s sort of easy to say, okay, we’ll just take care of these little guys.”Tesla is on pace to easily clear its target of increasing vehicle deliveries by 50% over last year’s total of nearly half a million. It put more than 627,000 vehicles in customer hands through the first nine months of the year. The company’s relatively small size—and increased demand for electric vehicles—has made it easier to sustain rapid growth. It also gave priority to getting vehicles to customers, even if they are missing a few parts.Mo Siddiqui, who lives in Hamburg, Germany, said he received a text message from Tesla earlier this month advising him that, due to supply-chain problems, the roughly $70,000 Model Y compact sport-utility vehicle he had purchased might be delivered without some USB ports or wireless phone charging capability.Mr. Siddiqui, 39 years old, was able to schedule the vehicle to be retrofitted within two weeks of picking it up. “I can live with that,” he said.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1275,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692117984"}
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