The Tesla report came out in South Korea

The Tesla report came out in South Korea, so won’t there be many good effects in the future? want to. There have been a lot of comments that seem to hate Tesla, but now it feels like more and more people are complimenting and watching with hope. “It’s worth 439 trillion won. It’s a lot of money when it’s released”
Samsung Securities’ ‘unusual’ report [Teslam X Lab]
a white-crowned journalist

🟦 Samsung Securities Analysis of Tesla’s Self-Driving Value
Cost of 3.5 million won, including FSD development cost… a profit margin of 78%
Tesla expects 120 trillion won in software sales alone in 2030
Self-Driving Value Estimated KRW 439 trillion, Half of Current Market Price
Re-challenge $1 Trillion Market Cap in Next FSDV12 Launch
Next year’s 車 sales target will be less than 2.3 million units… short-term fluctuation

🟦”Tesla is close to fully self-driving. The potential of autonomous driving is so valuable that even if the probability of realization is only 1%, it is a tremendous value.”

• Tesla CEO Elon Musk In June

🚗 Analyzing the Value of Tesla’s Self-Driving Technology

• Tesla’s Full Self-Driving (FSD) and Vision AI are valued at around $336.8 billion (W439 trillion),
• Half of Tesla’s current market cap.
• FSD Version: Available up to 11 versions now, with paid options ($12,000) or subscriptions ($199 per month) in North America.
• FSD V12: Based on ‘pure artificial intelligence (AI) driving’, pure AI learning method excluding developer code.

💹 FSD commercialization and profitability forecast

• FSD hardware costs and development costs are expected to be $2675, with a gross profit margin of 78%.
• Due to the high price, most consumers are expected to use the subscription service.

💰 Deferred Sales Effect of FSD

• $3.2 billion (about 4.2 trillion won),
• Sales recognition is expected to be 1.4 billion U.S. dollars when FSD V12 is launched.

📈 Potential Value of Licensing and Vision AI Models

• Licensing Sales: FSD Licensed to Automakers in North America Market.
• Vision AI Model: Robot applicable beyond autonomous driving, expected to develop into licensing and subscription models.

📊 Sales forecast for 2030

• Estimated Revenue: $46.4 Billion In FSD, $45 Billion In Vision AI Model, Total Revenue KRW 120 trillion.
• Market Volatility and Long-Term Outlook
  Short-term volatility: Sales projections for early next year may be below market expectations.
  Long-term business model: Transition to software enterprises, expected to expand the energy and services business.

The camera on the fender of Tesla’s Model 3 refresh version (Highland) released in September. Tesla vehicles are equipped with a total of eight cameras. It trains autonomous artificial intelligence (AI) with driving images taken by this camera. Tesla’s Self-Driving Is a ‘Totally Vision-Centered’ Method That Depends On Cameras Instead of Sensors