| ▲ | delichon 3 hours ago |
| > The last company to vertically integrate a car from raw material to finished product at this scale was Ford. Today BYD’s system runs all the way from the lithium mine to the port. Both BYD and Tesla claim to produce around 75% of their components. Ford is at around 25%. Tesla is indeed smaller in scale (cars/year): BYD 4.6M
Ford 4.4M
Tesla 1.6M
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| ▲ | pimlottc 3 hours ago | parent | next [-] |
| I assumed this was referring to the early days of the Ford assembly line |
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| ▲ | delichon 3 hours ago | parent [-] | | Yes, Ford claimed up to 90% in the 1930s when they were producing up to 1.4M cars and trucks per year. (Down to less than 400K in the worst of the depression.) | | |
| ▲ | foobarian an hour ago | parent | next [-] | | I suppose it makes sense, back then you wouldn't think there would be an existing supply chain of companies like Mopar just waiting for a car manufacturer to spin up and start buying their stuff | | |
| ▲ | bryanlarsen 9 minutes ago | parent [-] | | The original Ford plant to raw ore, coal & limestone as inputs. There weren't any Mopar's, but Ford didn't have to build their own steel plants... |
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| ▲ | kevin_thibedeau 3 hours ago | parent | prev [-] | | They would go so far as to license components for in-source production from suppliers who couldn't meet the needed volume. |
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| ▲ | Cyph0n 2 hours ago | parent | prev [-] |
| So BYD for cars and Samsung for phones and consumer electronics more generally (from fab upwards). In fact, I believe Samsung is the only company on the planet that can design & build a state of the art smartphone from scratch - silicon/fabrication, SoC, battery, baseband, camera sensor, memory, and display. What other high tech vertically integrated producers exist in this group? |
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| ▲ | xethos 24 minutes ago | parent | next [-] | | While I could have sworn RIM put out their own modems (which Qualcomm used to make life difficult for them, especially as the world transitioned from 3G to 4G), and did their own hardware and software, I can't currently find a source | |
| ▲ | wbl 2 hours ago | parent | prev [-] | | IBM | | |
| ▲ | Cyph0n an hour ago | parent [-] | | IBM no longer has fabs (spun off as Globalfoundries and later sold), and no longer manufactures PCs (sold to Lenovo?), but it does make mainframes I guess? | | |
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