MikeQ
Member
AMD sold half a billion GPUs in 2019. 500k more to Tesla won't have a significant impact on the bottom line.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
AMD sold half a billion GPUs in 2019. 500k more to Tesla won't have a significant impact on the bottom line.
MikeQ
Member
You don't need powerful GPU to drive MCU and it wouldn't surprise me to see Tesla do a in-house ARM based MCU now that they have experience with AP3.
MikeQ
Member
The GPU is being used to render 3d games , maps, UI and browser. MCU1 was ARM based with an Nvidia GPU and it was replaced with the Intel Atom / Cherry Trail GPU (maybe) because the Tegra solution was too sluggish.
Elon has made it clear he wants to port more games to the Tesla infotainment system. More GPU will be needed for better content. Developing a DX, OpenGL, Vulcan compliant GPU is a monumental task that doesn't add much value to Tesla.
dc_h
Active Member
ARM CPU would be smart, lower energy than Intel processor.
Todesbuckler
Member
Made in China Model Y production could start end of November.
Source: Tesla Giga Shanghai: Model Y Production Starts by End of Month, to Target 5000 Weekly Production in 2021
Further information: planned capacity of 5000 MY/week in 2021.
Source: Tesla Giga Shanghai: Model Y Production Starts by End of Month, to Target 5000 Weekly Production in 2021
Further information: planned capacity of 5000 MY/week in 2021.
Last edited:
MikeQ
Member
That leaves you with a GPU problem. ARM's Mali isn't powerful enough so you'd need to license or develop your own GPU.
Apple has spent 9 years developing their own ARM CPU/GPU combo.
tune in to the resonance frequency of government is bad, and you can lead them by the nose.
companies love competition (among their suppliers; for their own market, not so much. You know your current competitors; they may just have the same objective: raise the bottom line over war. In my country, the price for cola has magically doubled over less than 10 years. Did water get more expensive. Sweetener? Fizz? No, once Coca Cola raised prices, Pepsi followed. Repeatedly. Buying off brand now. I hate being ripped off.)
according to this article - AMD sold 553 million GPUs from 2013-2019 (7 years) That's average of 79 million GPUs a year.
edit: forgot link
AMD Sold Half a Billion GPUs From 2013 to 2019, More than Both Intel and NVIDIA | Hardware Times
edit: forgot link
AMD Sold Half a Billion GPUs From 2013 to 2019, More than Both Intel and NVIDIA | Hardware Times
Last edited:
UkNorthampton
TSLA - 12+ startups in 1
Not sure anyone involved in HP recently can be trusted with "Autonomy" - Meg Whitman • Page 1 • Tag • The Register
UkNorthampton
TSLA - 12+ startups in 1
The Engineers need to be charge - not the MBA-educated, narrative massaging professional Pointy Haired Bosses. Nor connected political people (can happen in private or public organisations), nor overly unions (unless exceptional. Whistleblowing, anti-bullying and Health & Safety key roles though).
Otherwise the basics start going wrong, climbing inspections replaced by helicopter, then scaled back (PG&E fires).
UK - Southern Water and other water companies not investing in pipes (so huge leaks which consumers pay for) and thousands of raw sewage discharges (Southern water often don't report these now - many get ill).
The question then becomes How Do You Ensure the Experts/Engineers are in charge?
My preferred option is let Elon Musk run it!
feigen66
Member
If we move to Mars.
Artful Dodger
"Neko no me"
"[Nov 06] Shanghai drone ban, we strolled the west side of the factory\Tesla GF3" | WuWa (30 min ago)
Artful Dodger
"Neko no me"
"(November 05 2020) Tesla Gigafactory 3 Shanghai" | Jason Yang (7 hrs ago)
The banner announcing the Rivian configurator availability on the Rivian website has been removed. Speculation on the rivian forum is the banner may have been displayed prematurely or was an initial tease.
bkp_duke
Well-Known Member
I bought AMD 15 years ago and have been HODLing. Believe me, until the last year or so, it's been a tad painful to hold on to those shares hoping something would happen.
According to this List of minimum wages by country - Wikipedia, the minimum wage in Shanghai is $3.02 / hour. Germany is $11.03 - so 3.6x. of course I don't know what construction workers at Giga Shanghai vs. Giga Berlin earn, but the ratio is probably the same.
As such you can be sure that while in China you throw bodies at problems, in Germany you are going to throw efficiency at them. Or completely different construction methods.
(Of course the debacle that is/was BER airport is not our best example, but then that was a political construction project and SERIOUSLY OT for us here)
Last edited:
j6Lpi429@3j
Closed
The MCU1 GPU is clearly awful. I have one and I hate it, but TBH a LOT of that will be just incredibly sloppy coding. It could be so much better.
I disagree that the car needs, or will *ever* need a particularly good GPU for the MCU. Even if for some insane reason you wanted to run high end FPS games on the screen (and this is a really small use case), its still a SMALL monitor, and thus the fill-rate for rendering is going to be low.
Modern gaming GPUs are aimed at super-high end setups. My monitor is 5120x1440 res, and its aimed at that, or on super-high end VR like the Vive/Index with 90 FPS in each eye at 1080p or higher per eye. Thats MASSIVELY more demanding than a fairly small monitor in a car.
Any low-spec laptop GPU should be more than adequate. Even if you want fancy autopilot rendering with realistic lighting yada yada.
source: Am game developer
Mod: 8 posts moved to Texas Energy Grid OT and thread locked. We don't like to delete real content if it's avoidable, but the conversation was starting to get acrimonious. I'm pretty sure GPU discussion is also irrelevant. --ggr
~~~Pretty sure I agree: GPU discussion to continue somewhere else. No more here~~~
~~~Pretty sure I agree: GPU discussion to continue somewhere else. No more here~~~
Last edited by a moderator:
Similar threads
- Locked
- Locked
- Locked
