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The FSD/HW 3 chip is fabricated in the US and must be imported to China. That is the "China" problem, exacerbated by COVID-19 and won't effect Fremont.
It should be more economical for Tesla to unify the assembly line with all HW3 but as there's a shortage of HW3 it's reasonable that consumers should not get HW3 if they didn't pay for FSD.
The FSD/HW 3 chip is fabricated in the US and must be imported to China. That is the "China" problem, exacerbated by COVID-19 and won't effect Fremont.
I’m sure Tesla doesn’t want to do this but it’s what’s gotta be done with the current supply chain issues. Would you rather get your car now with the HW2.5 computer or wait several weeks more to take delivery because there wasn’t enough HW3 computers for all the cars coming off the assembly line? I know which option I would pick.
"...It is manufactured on Samsung's 14-nanometer process at their Austin, Texas fab, packing roughly six billion transistors on a 260 millimeter squared silicon die. The FSD chip meets AEC-Q100 automotive quality standards...."
A good example is some Model S 60kWh have a 60kWh battery while others have a 75kWh battery.
It's good that those who didn't pay for 75kWh battery and got it but the rest just can't argue that they should get the 75kWh battery too when they didn't pay for it!
The FSD/HW 3 chip is fabricated in the US and must be imported to China. That is the "China" problem, exacerbated by COVID-19 and won't effect Fremont.
The chips are made in a FAB in the US but then has to be shipped to China to produce the actual FSD computer, and then import back into the US to be put into cars. So if it's a shortage problem in China we can't rule out problem here down the road, having said that most exporting factories in China are back online now so I hope Tesla has enough inventory to dampen the impact and consumers won't notice a thing.
From the pictures we can see the HW2.5 computer was made in August and HW3.0 one was made in November.