Tesla’s Giga Berlin has been out of production for nearly three weeks since early March, and the production capacity has been,
Production of 6,000*3=18,000 units per week is approximately lost.

Then, normal production without accidents is
Assuming Q1 production of 433,371 units + loss generation of 18,000 units, 451,371 units
(Wall Street Q1 Consen 457,000 units)

It is highly likely that the fire in Giga Berlin halted most of the volume from Giga Shanghai to Giga Berlin as export volume. (See also the memory of export products taking 4 to 5 weeks from Pyeongtaek Port to Wolfsburg, Germany when working with Volkswagen.)

In addition, if the recent Red Sea issue bypasses Hope Peak, there is a high possibility that the ship produced in February and departed from Gigi Shanghai will be delayed by 10 to 15 days, and there is a possibility that it will not have been delivered even if it arrives now.

@Tslachan’s data estimates that 30,000 units of exports in February and approximately 10,000 units of exports in January have not yet reached Europe, at least 30,000 units a month.
(The number of domestic registered units in March 24 was approximately 89,064 units, with few exports and all sold as domestic sales)

Then if we estimate that about 40,000 units have not been delivered yet.
Q1 DELIVERY 386,810+ UNMINDOWED QUALITY 40,000 = 426,810 (Q1 Q1 PRODUCTION 433,371)

…”We estimate that production and delivery volumes have been delayed due to the fires in Red Sea and Giga Berlin, but we won’t know if it’s right or not until after the second quarter. FSD’s adoption by other companies is not worrying anytime soon.”
One of the things we’re already doing is launching satellites using SpaceX’s recycled rockets.
Amazon tried to make it Blue Origin, but eventually using SpaceX’s Falcon to launch satellites.
NASA and Korean military satellites are also using SpaceX.
Tesla’s FSD eventually does the same. There’s a question that can’t be solved in this area.
Legacy Auto’s adoption of FSD involves the adoption of hardware as well as software, so what are the benefits of selling a car made like this?

Tesla will also make money on licensing costs and make electric cars, but I wonder if this will be a competition.

How many makers we see because it’s long will survive… I think it’s going to be difficult except for Mercedes, which makes a lot of high-end sedans. Personally, I think Legacy oem will get a Chinese solution.

With Chinese brands such as Mobileye, Nvidia, Huawei, etc., we are implementing a function similar to FSD as a test bad

Although it is a sensor fusion + precision map method including LiDAR, it is inefficient compared to Tesla

As has always been the case, Legacy offers similar features, and through advertising, it will create an image that doesn’t seem to be much different from Tesla

Due to the cost of sensors and autonomous driving solutions, this method is only available in luxury cars and is thought to be difficult to implement in low-cost cars