Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2><ul>
<li>
<strong>Tesla announced a miss on production challenges</strong>: Tesla delivered a miss with approximately 22,200 vehicles in Q4 due to short-term production challenges starting at the end of October and lasting through early December from the transition to new Autopilot hardware.</li>
<li>
<strong>Missing delivery by 12%</strong>: Tesla earlier guided 4Q delivery of 25.18k vehicles and 50k in 2H16 but delivered 22.2k vehicles in 4Q16 and 47.02k in 2H16, missing by 12% in 4Q16 due to changing vendors from <a href="https://www.smartkarma.com/entities/22927" target="_blank" data-smartkarma-citation="entities:22927:1">Mobileye</a> to <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia</a>'s PX2…</li>
</ul>

Summary

Tesla announced a miss on production challenges: Tesla delivered a miss with approximately 22,200 vehicles in Q4 due to short-term production challenges starting at the end of October and lasting through early December from the transition to new Autopilot hardware.

Missing delivery by 12%: Tesla earlier guided 4Q delivery of 25.18k vehicles and 50k in 2H16 but delivered 22.2k vehicles in 4Q16 and 47.02k in 2H16, missing by 12% in 4Q16 due to changing vendors from Mobileye to Nvidia's PX2…


Risks to Suppy Chain and Consensus Estimates Due to Tesla's Miss

Taiwan

Bizlink Holding Inc., manufactures connectors, cable assemblies, as well as wire harnesses. Their main products include HDMI connectors, display port connectors, solar cables, as well as halogen-free power cords.

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Bizlink Holding (3665 TT)

Risks to Suppy Chain and Consensus Estimates Due to Tesla's Miss

Summary Tesla announced a miss on production challenges: Tesla delivered a miss with approximately 22,200 vehicles in Q4 due to short-term...

Andrew Lu

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