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

<h2>Summary</h2><ul>
<li>
<strong>Tesla CTO JB in Taipei: </strong>Despite we are still concerning Tesla's near-term earning prospects, JB, Tesla's Co-founder &amp; CTO, gave us Tesla's solid long-term mission to accelerate the world's transition to sustainable transportation and energy at "Tesla's Innovation: From Electric Car to New Power System" Taipei conference.</li>
<li>
<strong>Battery energy density continues to improve and remove concerns on the battery wastes: </strong>JB expects new battery technology to emerge, but Li-ion might last for another ten…</li>
</ul>

Summary

Tesla CTO JB in Taipei: Despite we are still concerning Tesla's near-term earning prospects, JB, Tesla's Co-founder &amp; CTO, gave us Tesla's solid long-term mission to accelerate the world's transition to sustainable transportation and energy at "Tesla's Innovation: From Electric Car to New Power System" Taipei conference.

Battery energy density continues to improve and remove concerns on the battery wastes: JB expects new battery technology to emerge, but Li-ion might last for another ten…


Tesla's CTO JB at Conference in Taipei; Primary Takeaways

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Hota Industrial Manufacturing Co., Ltd. manufactures gears and shafts for automobiles, motorcycles, and agricultural tractors.

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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

Tesla's CTO JB at Conference in Taipei; Primary Takeaways

Summary Tesla CTO JB in Taipei: Despite we are still concerning Tesla's near-term earning prospects, JB, Tesla's Co-founder & CTO, gave us...

Andrew Lu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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