alt Hacker NewsA $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.
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goku12 • today at 9:47 AM
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?
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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.