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Originally Posted by PeteMoss
Is it just more a numbers game than anything else? I'm sure Telsa uses chips just like Ford and GM. Easier to get them in small quantities than huge quantities.
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From what I've read the lead times on chips is much longer, and a lot of the big players canceled their orders in 2020. That puts you on the end of the line when you reorder.
The chip industry is pretty fascinating. Given the automation involved, I'm not sure why there isn't more manufacturing done in North America to ensure stable supply.
Musk also talked about finding ways to work with what was available where other car manufacturers aren't able to adapt. What he didn't say is that its probably easier to do if you only sell 3 types of vehicles.
Either way, Tesla has benefitted to some degree. Car lots are sitting empty in many areas.