Battery production seems like a problem that can be solved right now with money. VW and Toyota could partner with a 3rd party (like Tesla and Panasonic) and build factories.
Custom silicon seems like a much harder problem for VM/Toyota. Unless a supplier can build something for them I don’t see either company innovating like Tesla. Basically Tesla’s secret sauce is the Tech not the EV components.
Custom silicon seems like a much harder problem for VM/Toyota. Unless a supplier can build something for them I don’t see either company innovating like Tesla. Basically Tesla’s secret sauce is the Tech not the EV components.