A $100k EV has roughly the same amount of DRAM as a $1k phone.

The EV is a therefore, on a whole, a lot less sensitive to DRAM price increases.

That is factually wrong.

That might be the case only for the infotainment system, but there’s usually many other ECUs in an EV. The ADAS ECUs are carrying similar amounts as an iPhone or the infotainment system. Telematics is also usually also a relatively complex one, but more towards lower sized amounts.

Then you have around 3-5 other midsized ECUs with relatively high memory sizes, or at least enough to require MMUs and to run more complex operating systems supporting typical AUTOSAR stacks.

And then you have all the small size ECUs controlling all small individual actuators.

But also all complex sensors like radars, cameras, lidars carry some amounts of relevant memory.

I still think your point is valid, though. There’s no difference in orders of magnitude when it comes to expensive RAM compared to an iPhone. But there’s cars also carried lots of low-speed, automotive grade memory in all the ECUs distributed throughout the vehicle.

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lysace 11 hours ago | parent [-]

So how many GB in total for a Tesla, or say a VW EV? Something like 16-32 GB? Is that not roughly like a $1k phone?

	▲	tirant 6 hours ago \| parent \| next [-]
		I cannot say, depends on the vehicle. But easily 50-64GB range. If there’s three main ECUs at 16GB each, you’re already hitting 50GB. Add 2-4GB for mid size ecus, and anything in between KBs and some MB for small ECUs.
	▲	danaris 9 hours ago \| parent \| prev [-]
		For reference, the iPhone 17 Pro (which starts at $1100) has 12GB of RAM.

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goku12 13 hours ago | parent | prev [-]

Okay, accepted. But are you sure that the supply won't be a problem as well? I mean, even if these products choose a different process nodes compared to the hyperscalers, will the DRAM manufactures even keep those nodes running in favor of these industries?

	▲	Imustaskforhelp 12 hours ago \| parent [-]
		What will probably happen is that the reselling market/2nd market of these might probably rise > will the DRAM manufactures even keep those nodes running in favor of these industries? Some will, Some might not, In my opinion, the longevity of these brands will only depend if they allow buying ram for the average person/consumer brands so I guess we might see new competition perhaps or give more marketshare to all the other fab companies beyond the main three of these industries. I am sure that some company will 100% align with the consumers but the problem to me feels that they wouldn't be able to supply enough production to consumers in the first place so prices still might rise. And those prices most likely will be paid by you in one form or another but it would be interesting to see how long the companies who buy dram from these providers or build datacenters or anything ram intensive will hold their price up, perhaps they might eat the loss short term similar to what we saw some companies do during trump tarrifs.