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Companies had no choice but to cut production due to a shortage of automotive semiconductors. This is thanks to the fact that the semiconductor supply and demand problem has been well resolved, and other automakers are also actively responding.



Reporter Lee Seong-hoon on the sidewalk.



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Despite the supply shortage of automotive semiconductors, Tesla delivered 240,000 units in the third quarter, up 73% from last year.



The share price jumped 28% this year on expectations for earnings, breaking through the $900 level.



The reason Tesla was relatively less hit compared to other automakers is because it mainly outsourced semiconductors directly to semiconductor manufacturers and the parts supply chain was vertically integrated, making it much simpler.



Even if there was a shortage of semiconductors, we were able to respond flexibly by modifying the software to operate an alternative chip for electric vehicles and designing our own semiconductors.



However, Tesla cannot be completely free from supply shocks, such as delays in the release of some models.



[Elon Musk/Tesla CEO: Especially Tesla semis (medium trucks) require a lot of cells and a lot of chips. We have to overcome a serious supply chain shortage in 2023.]



Automakers around the world, such as Hyundai Motor and Volkswagen, are also jumping into their own design of automotive semiconductors.



The goal is to minimize the impact of supply shocks by internalizing semiconductor chips optimized for direct vehicle performance.



[Lee Hang-gu / Research Fellow, Korea Automobile Research Institute: As the commercialization of electric-powered autonomous vehicles accelerates, the demand for semiconductors will increase.

In order to stabilize the supply, we have no choice but to internalize the core parts of future cars…

.]



Having its own operating system to increase control over vehicle electronics and collaboration with a foundry that will produce the semiconductors they designed have emerged as key factors for competitiveness.



(Video editing: So Ji-hye, screen source: YouTube CNET Highlights)