Marco Mezger’s Post

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Industrial / Specialty Memory, Storage & Semiconductor Expert

Do Tesla’s Cybercab & Robovan signal a new era beyond EVs & ADAS? The introduction of a #robotaxi, a robot shuttle, and a humanoid robot marks #Tesla's  transition from a #consumerelectric vehicle (#EV) supplier to a broader #robotic #manufacturing and service company. #Tesla, a pioneer in #EVs and advanced driver assistance systems (#ADAS), demonstrated during its We Robot event held on Thursday, October 10, that its camera-only #technology can compete with the advanced robotaxi technologies developed by Waymo, Baidu, Inc. Apollo.io, WeRide, and Cruise, which are equipped with expensive #LiDARs and #radars. The Cruise accident last year raised concerns of a downturn for robotaxis. However, in 2024, Waymo experienced exponential growth and is now delivering over 100,000 paid rides each week, surpassing its most advanced Chinese rival, Baidu-Apollo, which performs around 75,000 rides per week. Tesla’s #robotaxi announcement comes at a time when #Waymo is alone in the U.S. market, leveraging its advantage to grow rapidly and build a strong brand image. A consolidation of the robotaxi market is expected, likely leading to a reduction in the number of players, and possibly a wave of mergers and acquisitions (M&A) to combine engineering teams. Thanks again to Yole Group for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/g_UMvUns #semiconductorindustry #semiconductors #semiconductor #tech #it #chip #chips #ic #geopolitics #automotiveindustry #cars #auto #ev #chip #chips #usa #innovation #computer #automotivetechnology

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Safety caring has no limit, Tesla has utilize all its strengths in robotic, including smart camera, starlink and AI center.

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