2022年1月17日星期一

Who make semiconductors for Tesla, Ford and GM?

Who makes semiconductors for Tesla? I would guess, it is Taiwan Semiconductor Manufacturing Co. (TSM), because it is the largest manufacturer in the world. Nope, my guess is wrong. According to the reference that I am reading, it is Samsung Electronics Co. Samsung will manufacture Tesla Inc.’s next-generation hardware 4 (HW 4.0) chip for its fully autonomous driving technology. (1) 

 What semiconductor company does Ford use? I would guess, it is TSM. My guess is wrong again. According to Reference 1, it is going to be GlobalFoundries Inc. 

 Who make semiconductors for GM? I am not going to guess this time, Reference 1 says Qualcomm Inc., STMicroelectronics NV, Taiwan Semiconductor Manufacturing Co., Renasas Electronics Corp., ON Semiconductor Corp., NXP Semiconductors NV and Infineon Technologies AG are the chips supplier for GM. 

 Let's go back to talk about Ford: 

Due to significant consumer demand, Ford has announced it will make 150k of the trucks a year by 2023 at a Michigan plant (~4x its initial output estimate). (2) Ford Motor’s 2021 sales fell 6.8% from the year-earlier period but ends with strong fourth quarter. Ford had a wonderful fourth quarter, selling 508,451 vehicles, a 27% increase over the previous quarter. Overall, the U.S. automotive industry sold 15.1 million vehicles in 2021, Ford sold 1.9 million vehicles. Ford is at the third-place U.S. sales position behind General Motors (GM) and Toyota Motor. (3) 

Ford Moter Company CEO is James “Jim” D. Farley, Jr., effective October 1, 2020. In his previous role as Chief Operating Officer, Farley worked to strengthen Ford’s automotive operations, Farley also represents Ford on the U.S. China Business Council Board of Directors and has been appointed co-chair of the Future of Mobility Commission. He earned a bachelor’s degree in economics, UCLA, he graduated from the Anderson School of Management with a degree in management. (4)
How Ford CEO Jim Farley Plans to Transform an American Icon | Leading Through Change | Salesforce (Note: This interview was done about a year ago.)

 


Reference: 
(1) https://erinbethea.com/who-makes-semiconductors/ 
(2) https://thehustle.co/01142022-ford-ev/ 
(3) https://www.cnbc.com/2022/01/05/fords-2021-sales-down-6point8percent-but-finishes-year-with-strong-fourth-quarter.html 
(4) https://media.ford.com/content/fordmedia/fna/us/en/people/james-d--farley--jr-.html

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