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22 Mar, 5 tweets, 1 min read
PERFECT STORM ???

Toyota, Nissan , Honda and other Japanese automakers scrambled on Monday to assess the production impact of a fire at a Renesas Electronics automotive chip plant that could aggravate a global semiconductor shortage
businesstimes.com.sg/transport/japa…
"We are gathering information and trying to see if this will affect us or not," a Honda spokesman said

Other car makers including Toyota and Nissan said they too were assessing the situation
The effect on car makers could spread beyond Japan to other auto companies in Europe and the United States because Renesas has around a 30% global share of micro control unit chips used in cars
Renesas said it will take at least a month to restart production on a 300mm wafer line at its Naka plant in northeast Japan after an electrical fault caused machinery to catch fire on Friday and poured smoke into the sensitive clean room
Two-thirds of production at the affected line is automotive chips

The company also has a 200mm wafer line at the Naka plant, which has not been affected

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JPR007 Profile picture
22 Mar
GLOBAL SHORTAGE IN COMPUTER CHIPS "REACHES CRISIS POINT"

Consumers are facing price rises and shortages of products from TVs and mobile phones to cars and games consoles as a global shortage in semiconductors grows
theguardian.com/business/2021/…
The shortage in chips, the “brain” within every electronic device in the world, has been steadily worsening since last year

Initially the problem was only a temporary delay in supplies as factories shut down when the coronavirus pandemic first hit
However, although production is back to normal, a new surge in demand driven by changing habits fuelled by the pandemic means that it is now reaching crisis point
Read 17 tweets
JPR007 Profile picture
21 Mar
THE IMPLICATIONS OF AUTONOMOUS VEHICLES

1. Autonomous vehicles cannot just drive themselves with zero oversight

- the roads would end up becoming a parking lot full of randomly abandoned vehicles because at some point something would happen that needed an intervention

1/
2. So there is going to need to be a Network of some sort and therefore there must be a Network Operator

- but it can be of a very different sort than an Uber and Lyft network operation

- no need for Marketing and Promotion

2/
- basically it must at least serve as a continuous monitoring function like Air Traffic Control, with mechanisms for intervention when necessary, like despatching a manned service vehicle

- and it should carry the insurance responsibility

3/
Read 6 tweets
JPR007 Profile picture
21 Mar
There are important implications from this Call Taxi Cost Analysis

Everyone thinks that autonomous call taxis are going to magically replace personal vehicles

The argument is generally based on economics

"They will be cheaper"

This argument is false

1/
The cost of owning a personal vehicle is generally considered to be around $0.55~0.60 per mile in the USA

Let us allow that this should decline with the transition to BEVs, maybe falling to $0.40 per mile over time

2/
Either way, the Call Taxi Cost Analysis shows that BEV autonomous call taxis will struggle to break even at a fare rate of $1.00 per mile

So it will be at least 50% cheaper to own a personal vehicle for the bulk majority of the population who currently own a personal vehicle

3/
Read 7 tweets
JPR007 Profile picture
21 Mar
WHAT ARE THE REAL ECONOMICS OF RUNNING A CALL-TAXI NETWORK ?

Two years ago we worked out the economics for various kinds of taxi fleets

- here is a typical case for an ICE Taxi Network Operator in a licensed Medallion market

1/
Here is a counterpart version for a BEV Call Taxi

Let us start with the actual vehicle operation

1. At $1.00 per mile a call taxi might earn $150 per day or $45,000 per year

2/
This depends on keeping the taxi busy in a world where demand is not constant 24/7 and where too many vehicles available can lead to excess capacity with vehicles sitting idle

- so there is asymmetric risk for less daily income with little opportunity for more daily income

3/
Read 20 tweets
JPR007 Profile picture
19 Mar
IDRA SECURES FIRST ORDER FOR AN 8000T DIE CASTING CELL

RICCARDO FERRARIO, GENERAL MANAGER OF IDRA, ANNOUNCED IN A PRESS CONFERENCE ON 16 MARCH 2021 THAT IDRA HAS FIXED THE FIRST ORDER FOR AN 8000T DIE CASTING CELL
foundry-planet.com/d/idra-secures…
The machine with an unbelievable clamping force of 8000t is to be delivered to a leading automobile manufacturer for the construction of large structural parts

[Translation : this is for Tesla's new Cybertruck]
The die-cast parts will be chassis parts for larger vehicles such as pick-ups, small trucks and SUVs, a clear signal from Ferrario to the die-casting industry and the automobile manufacturers to use the advantages of IDRA technology
Read 5 tweets
JPR007 Profile picture
18 Mar
On 17 February 2021 Tesla cut prices for Model 3 in Japan, preceding the start of the export of the model from Giga Shanghai

The starting price of Model 3 Standard Range Plus has been reduced by $7,800 to $40,500 ¥4.29 million from $48,300 ¥5.11 million
tesmanian.com/blogs/tesmania…
Model 3 Long Range dropped by $14,700 to $47,200 ¥4.99 million

Model 3 Performance price remained at $67,800 ¥7.17 million

The almost 25% price decrease of Model 3 by is a consequence of Giga Shanghai beginning production of right-hand drive vehicles for markets including Japan
Just two weeks after the price drop it seems like a lot of Japanese have turned their eyes to Tesla's electric vehicles

The delivery time for cars has doubled :

- from 6-8 weeks before the price reduction

- to 12-16 weeks now
Read 4 tweets

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