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Non-Tesla Connected cars: Big volume starts in 2018?

Discussion in 'TSLA Investor Discussions' started by FrozenCanuck, Nov 9, 2015.

  1. FrozenCanuck

    FrozenCanuck Member

    Feb 24, 2014
    Port Perry, Ontario
    Hey folks. I'm a shareholder in Sierra Wireless (SWIR: Nasdaq), who I believe is also the 3G / 4G module supplier to Tesla. I've followed the company for a long time and today was just catching up on the latest quarterly conference call. One of their big wins for the quarter was a design win with a global automotive OEM. It was their biggest win ever, and over the life of the contract they'll sell millions of (presumably 4G) wireless modules for use in cars.

    Sierra is the biggest vendor in the space. They have been a consolidator in this market for many years. If you are going to get a wireless module designed into a car (or almost any other application) this is THE #1 company to go talk to. So I found it interesting they described their major new design win as starting to ramp in 2018, but not really hitting volume until 2019. They confirmed that, even though this is an electronic aspect of a vehicle, the design cycle is still quite long.

    Isn't this interesting from a Tesla perspective? It seems that the world's biggest suppliers of wireless modems has just won a major (millions of units) deal and it won't really get into volume until 2019. By then the Model 3 should be well into mass production. And while this is happening every single Tesla car that gets sold will collect massive amounts of data for improving autonomous driving, etc.

    Wow, are the big boys every slow to move to what is OBVIOUS as a required next step for cars ... wireless modems in every vehicle. We're talking about a part that adds less than $100 to the BOM of a vehicle.

    Does anyone see any information to contradict my thinking here? Am I missing something? Are any other big car companies putting wireless modems in their entire fleet?
  2. electracity

    electracity Active Member

    Jun 8, 2015
    Onstar was digital before Tesla sold its first roadster.
  3. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Well-Known Member

    Jul 12, 2012
    Uhhh, as far as I'm aware, GM now puts 4G LTE wireless hotspots in every car and Volts at the very least collect data.
  4. Discoducky

    Discoducky Active Member

    Dec 25, 2011
    I'm missing something, what is your thinking again? I don't parse your statements very well.

    If any OEM wanted to make their cars 'connected' they have several automotive grade options currently.

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