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Electronics Manufacturing

Tesla Hardware 3: “It could end the auto industry supply chain as we know it”

February 17, 2020 by Jonathan Custer

Toyota and Volkswagen each sell over 10 million cars annually. Tesla delivered close to 370,000 in 2019.  In terms of electronics technology, however, Tesla is light years ahead of the industry leaders. According to Nikkei, Tesla’s integrated central control unit, or “full self-driving computer,” also known as Hardware 3, is the company’s biggest advantage in …

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What Foxconn’s Factory Delay Means for Apple’s iPhone – Video

February 10, 2020 by Jonathan Custer

Feb.10 — Daniel Ives, managing director at Wedbush Equity Research, discusses the potential market and business impact of Hon Hai Precision Industry Co. postponing resumption of production at its main iPhone-making unit due to the ongoing effects of the coronavirus. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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The Global Supply & Demand Shock Of The Coronavirus

March 29, 2020 by Jonathan Custer

Author:  Gary Evans Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact will depend on how contagious and lethal it reveals itself. There is …

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