Los resultados del año de Tesla muestran que supero los desafíos de la cadena de suministro y la escasez de chip que han congelado al resto de la industria automotriz
Tesla ha capeado la congestión de la cadena de suministro mejor que sus competidores
Tesla solo cuenta con 6 modelos y para el Modelo 3 se propuso construir su fábrica en California y repensar la fabricación de automóviles, dijo que construiría una instalación casi totalmente automatizada.
Para muchos expertos en cadena el exceso de retórica dio la impresión de que Musk sentía que había una falta de competencia en la fabricación de automóviles y que venías a resolver el problema.
Cuando Tesla tuvo retrasos en la producción, problemas de seguridad y calidad, la empresa tuvo que cambiar de rumbo. La empresa contrató trabajadores y redujo sus ambiciones de tecnología y automatización. Cuando en el Modelo 3 suministraba volúmenes fiables a un mercado expectante, la fábrica se parecía mucho a la de sus pares.
Para los expertos en cadena la historia del Modelo 3 es una advertencia sobre la automatización, el seleccionar e implementar tecnologías digitales debe partir de impulsores comerciales claros, que combinen con una estrategia comercial, una compresión de los beneficios y un plan de implementación claro.
Tesla había intentado implementar la automatización y la tecnología por sí mismas, en lugar de por una necesidad o beneficio identificado.
El sector del automóvil se ha visto afectado por la escasez de semiconductores, estos chips no son caros pero requieren de entre 2 y 3 docenas para cada coche, por ello son esenciales y sin ellos la producción se paraliza.
Tesla ha logrado evitar la peor parte de la crisis en el suministro de semiconductores, y la forma en la que lo hizo debería ser de interés para todos los gerentes de la cadena.
Tesla desarrolló la capacidad interna para escribir el código de software para trabajar con cualquier semiconductor que hace funcionar los automóviles, mientras que los competidores dependían de proveedores
El control y la agilidad de Tesla proporcionaron a la empresa una flexibilidad inherente para cambiar de proveedores y semiconductores según fuera necesario
Para garantizar la seguridad adecuada, todos los dispositivos requerirán una protección sólida equitativa, incluidos los dispositivos personales que interactuan con múltiples redes.
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l mercado de cloud se multiplicará por seis en los próximos cuatro años, pasando del 7% actual al 41% del total global de las comunicaciones unificadas en 2020.
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