The ongoing discussions about profit margins on the “first” [mass scale] generation of EVs from the Big Three supposedly being razor thin or even leading to loses has left me wondering if anyone be it the US DOT or a NGO has attempted to estimate how much the total cost for retooling the US automotive industry towards BEVs might look like in the end.
Obviously, I understand a lot of factors -from funding streams at every level of government, to international relations, to even just timing- can play an immense role in the calculation of such an estimate but I’m curious if there’s even a ballpark estimate. Have any analysts attempted to come up with with a “realistic” estimate of, say, when GM will have fully absorbed the setup cost for Ultium and vehicle unit cost will just be determined by the opex overhead of a given production line rather than having to also account for the upfront capex of the whole platform and production chain buildup?
More of the latter. This is the multi-domain part of multi-domain computing: The cars run multiple operating systems simultaneously, and the multiple operating systems talk to each other.
Right now that happens over separate boards and separate chips, but in the future, it’ll all just happen on one physical chip with multiple cores, with all of the different bits and pieces essentially running on their own VMs.
I’d say we’re converging on a set of common standards, like everyone seems to just be using Android for IVI, but it doesn’t matter what the base layer is underneath Android — just that it talks with the same APIs.