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©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 1 22 Boulevard Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Tesla Model 3 Driver - Assist Autopilot 2.5 Control Module Unit ( Ref . 1098058 - 00 - l) REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT SP19512 - System report by Morgan Collin Physical analysis performed by Guillaume Chevalier, Youssef El Gmili, Peggy Gallois, Nicolas Radufe, Véronique Le Troadec February 2020 – SAMPLE

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Page 1: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 1

22 Boulevard Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Tesla Model 3 Driver-Assist Autopilot 2.5 Control Module Unit (Ref. 1098058-00-l)

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

SP19512 - System report by Morgan CollinPhysical analysis performed by Guillaume Chevalier, Youssef El Gmili, Peggy Gallois, Nicolas Radufe, Véronique Le TroadecFebruary 2020 – SAMPLE

Page 2: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Main Chipset

o Supply Chain

o Block Diagram

o Reverse Costing Methodology

o Glossary

Company Profile 13

o Tesla

Teardown Analysis 15

o Views and Dimensions

o System Opening

o Electronic Board 1

✓ Top Side – Global view

✓ Top Side – High definition photo

✓ Top Side – PCB markings

✓ Top Side – Components markings

✓ Top Side – Components identification

✓ Bottom Side – Global view

✓ Bottom Side – High definition photo

✓ Bottom Side – Components markings

✓ Bottom Side – Components identification

o Electronic Board 2

o Electronic Board 3

Cost Analysis 118

o Accessing the BOM

o PCB Cost

o Estimation – Integrated Circuit

o BOM Cost – Electronic Boards

o Housing Parts – Estimation

o BOM Cost - Housing

o Material Cost Breakdown by Sub-Assembly

o Material Cost Breakdown by Component Category

o Accessing the Added Value (AV) cost

o Electronic Board Manufacturing Flow

o Details of the Electronic Boards AV Cost

o Details of the System Assembly AV Cost

o Added-Value Cost Breakdown

o Manufacturing Cost Breakdown

Estimated Manufacturer Price Analysis 204

o Estimation of the Manufacturer Price

Give us your Feedbacks!

Company Services 209

o Electronic Board 4

o Electronic Board 5

o Electronic Board 6

o Electronic Board 7

o Flex Board

Page 3: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 3

Overview / Introductiono Executive Summaryo Main Chipseto Block Diagramo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Main Chipset (1/2)

The main chipset of the system is resumed in the following table:

Page 4: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 4

Overview / Introductiono Executive Summaryo Main Chipseto Block Diagramo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Block Diagram

The block diagram of the Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit is described in the following schematics:

I/O & Interface MCUMemory Power Supply GPU GNSS/BT/WLAN Processing RF Communication

Page 5: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 5

Overview / Introductiono Executive Summaryo Main Chipseto Block Diagramo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

The reverse costing analysis is conducted in several phases:

Reverse Costing Methodology

• The initialization of the analysis

Pictures of the elements to be studied.

Identification of the components.

• Description of the material in the “SYScost+” software

Creation of an “estimation project” of the studied board with SYScost+ software.

Construction of the Bill of Material (BOM).

• Assessing the material

Searching for the price of each reference among distributors and manufacturers.

Assessing the cost of the PCB and of the unaccounted references (unknown by distributors)

The BOM is valued with SYScost+ : price simulation according to the requested quantities.

• Assessing the assembling and test phases

Assembly and test lines are modeled with the SYScost+ software.

The assembly and tests costs are estimated.

• Production cost & selling price

Estimation of the production cost & selling price.

• Report

A report is edited.

SYS.cost+©, is a software tool developed by SYSTEM PLUS CONSULTING to calculate the cost of electronic boards. More information on the software can be found at www.systemplus.fr.

Page 6: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 6

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis o Views & Dimensionso System Openingo Electronic Boards

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Page 7: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 7

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis o Views & Dimensionso System Openingo Electronic Boards

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Page 8: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 8

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis o Views & Dimensionso System Openingo Electronic Boards

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Electronic Board 1 – Top Side – Top View – High Definition Photo

Page 9: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 9

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis o Views & Dimensionso System Openingo Electronic Boards

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Electronic Board 2 – Bottom Side – Main Components Identification

Page 10: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 10

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis o Views & Dimensionso System Openingo Electronic Boards

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Electronic Board 7 – Top Side – Global View

Page 11: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 11

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysiso Assessing the BOMo PCB Costo Estimation - Integrated

Circuit o BOM Cost – Electronicso Housing Parts Estimationo BOM Cost - Housingo Material Cost Breakdowno Added-Value Costo Manufacturing Cost

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Die.Package opening.

Page 12: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 12

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysiso Assessing the BOMo PCB Costo Estimation - Integrated

Circuit o BOM Cost – Electronicso Housing Parts Estimationo BOM Cost - Housingo Material Cost Breakdowno Added-Value Costo Manufacturing Cost

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

BOM Cost – Electronic Board 1 (5/5)

Page 13: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 13

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysiso Assessing the BOMo PCB Costo Estimation - Integrated

Circuit o BOM Cost – Electronicso Housing Parts Estimationo BOM Cost - Housingo Material Cost Breakdowno Added-Value Costo Manufacturing Cost

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Page 14: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 14

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysiso Financial Ratioso Manufacturer Price

Feedbacks

Related Reports

About System Plus

Estimation of the Manufacturer Price

The bill of material (BOM) cost is estimated to $795.25 for the System.

To this, we must add some scrap costs and component supplying costs to obtain the totalmaterial cost of $842.96.

The assembly cost is estimated to $73.33, so the manufacturing cost is $916.29.

With estimated costs of R&D, G&A and Profit, the average manufacturer price can beestimated at $1 018.10 when using the estimated economic parameters of EMS (USA).

Scrap Supplying R&D G&A Profit

1.00% 5.00% 2.00% 3.00% 5.00%

2020 1 000 000 USA $795.25 $7.95 $39.76 $842.96 $73.33 $916.29 $20.36 $30.54 $50.90 $1 018.10

Estimated

Manufacturer

Price

EMS (USA)

YearAnnual

Quantity

Manufacturing

Location

Material

Cost

Total Material

Cost

Assembly

Cost

Manufacturing

Cost

Total MaterialCost83%

AssemblyCost7%

R&D

2%

G&A3%

Profit5%

2020 Manufacturer Price Breakdown

Page 15: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 15

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Plus

Related Reports

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

AUTOMOTIVE• Triple Forward Camera from Tesla Model 3• The Audi A8 zFAS ADAS Platform by Aptiv

MARKET AND TECHNOLOGY ANALYSES - YOLE DÉVELOPPEMENT

ADVANCED PACKAGING• Artificial Intelligence Computing for Automotive 2019• Imaging for Automotive 2019• Automotive Advanced Front-Lighting Systems 2019• LiDAR for Automotive and Industrial Applications 2019• CMOS Image Sensor Service – Imaging Research

Page 16: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 16

COMPANYSERVICES

Page 17: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 17

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings

Page 18: Tesla Tesla Model 3 Driver-Assist Autopilot Control Module ... · Company Profile & Supply Chain Teardown Analysis Cost Analysis Manufacturer Price Analysis Feedbacks Related Reports

©2020 by System Plus Consulting | Tesla Model 3 Driver Assist Autopilot 2.5 Control Module Unit 18

Overview / Introduction

Company Profile & Supply Chain

Teardown Analysis

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

PHOENIXYOLE Inc.

KOREAYOLE

Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

Mavis WANGTAIWANT :+886 979 336 809CN: [email protected]

America Sales OfficeSteve LAFERRIEREPhoenix, AZWESTERN UST : +1 310 600 [email protected]

Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 [email protected]