$Tesla(TSLA.US)
特斯拉降本路径:降低 SiC 用量 + 控制芯片自研 + 架构创新 + 生产流程优化
具体降本路径包括:
1)降低高价原材料(碳化硅,电机用稀土材料)用量;
2)提高控制芯片自研率(目标:100%);
3)优化电气架构(低压 48V 升级),
4)包括未来计划利用人型机器人优化自动化流程等。
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