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©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 1
22 bd Benoni Goullin
44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr
Tesla UBQ01B0 FSD Chip
First self-made SoC for advanced driving in Tesla Driver
Assist Autopilot 3.0
SPR21639 - Computing & Software report by Ying-Wu Liu
Physical analysis by Peggy Gallois
November 2021 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS& COST REPORT
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 2
Table of Contents
Overview / Introduction 4
o Executive Summary
o Reverse Costing Methodology
o Block Diagram
Physical Analysis 13
o Summary of the Physical Analysis
o Packaging
 Package Overviews, Dimensions
 Package Cross-section
o Die
 Die View & Dimensions
 Die Delayering & Main Blocks ID
 Die Process
 Die Cross-Section
 Die Process Characteristic
Manufacturing Process 37
o Die Front-End Process & Fabrication Unit
o Back-End Process & Fabrication Unit
o Summary of Inputs
Cost Analysis 45
o Summary of the cost analysis
o Yields Explanation & Hypotheses
o Die
 Die Front-End Cost
 Die Probe Test & Dicing
 Wafer & Die Cost
o Packaged Component
 Packaging Cost
 Back End: Final Test
 Component Cost
Estimated Selling Price 55
Feedbacks 58
Company services 60
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 3
Overview / Introduction
o Executive Summary
o Reverse Costing
Methodology
o Block Diagram
o Confidence Index
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Electronic Board in Tesla Model 3 Driver Assist Autopilot 3.0
Tesla
UBQ01B0
GPU Full Self Driving
Chip 3 Quad-core
Cortex-A72 2.2GHz
GPU 1GHz 2xNPU
2GHz LPDDR4 128b,
FCBGA2116 (Qty : 2)
Electronic Board in Tesla Model 3 Driver Assist Autopilot 3.0
©2021 by SystemPlusConsulting
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 4
Overview / Introduction
o Executive Summary
o Reverse Costing
Methodology
o Block Diagram
o Confidence Index
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Functional Block Diagram
Source: Tesla Autonomy Day streamedlive on Apr 22, 2019.
o Screenshots from Tesla Autonomy Day streamed live on Apr 22, 2019.
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 5
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Package Views & Dimensions
Package Front View
©2021 by SystemPlusConsulting
xxx mm
xxx
mm
xxx mm
• Package: FC BGA 2116-balls
• Dimensions: xxx x xxxx xxx mm
• Pin Pitch: xxx mm
Package Back View
©2021 by SystemPlusConsulting
Package Side View
©2021 by SystemPlusConsulting
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 6
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Package X-Ray
Package X-Ray
©2021 by SystemPlusConsulting
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 7
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Die Overview & Dimensions
IC Die - Overview
©2021 by SystemPlusConsulting
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 8
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Die Delayering
IC Die View after removing of the metal layers - Optical View
©2021 by SystemPlusConsulting
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 9
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Die Overview
©2021 by SystemPlusConsulting
Die Process – SEM View
©2021 by SystemPlus Consulting
Die Process – SEM View
©2021 by SystemPlus Consulting
Die Process
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 10
Overview / Introduction
Physical Analysis
o Synthesis
o Package
o Die
o Die Cross Section
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Die Cross-Section – Metal Layers
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 11
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
o Global Overview
o Wafer Fabrication Unit
o Front-End Process
o Back-End
o Packaging Process
o Final Test
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
IC Front-End Wafer Fabrication Unit
• We assume that the circuit is manufactured by xxxx in xxxx.
• We assume that the manufacturing of the dies are made on xxxxmm wafers.
• Wafer fab unit:
o Name: xxxxx
o Wafer diameter: xxx mm
o Capacity: xxxx wafers / month
o Year of start: 2011
o Most advanced process: CMOS xxxxx µm
o Location: xxxxxx
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 12
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
o Global Overview
o Wafer Fabrication Unit
o Front-End Process
o Back-End
o Packaging Process
o Final Test
Cost Analysis
Selling Price Analysis
Feedbacks
About System Plus Consulting
Back End Final Test
• After the dicing and packaging steps, the component is tested during the final test.
– System Plus Consulting estimates that the final tests are outsourced in xxxx.
– Equipment test is supposed to be a “High Performance Processor” ($xxxx), with 1 component under test at one time.
– The test time is estimated to xxxxxseconds (at2 temperatures). 100% of the circuits are tested during the final test.
– The final test yield is estimated to xxxxx%.
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 13
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
o Cost AnalysisSummary
o Yields Explanation &
Hypotheses
o Front-End Cost
o Back End Cost
o Wafer& Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
About System Plus Consulting
Yields Explanation
• The wafers and dies are tested during the process flow. There are 2 types of test :
• The tests on the physical characteristics of the wafer like the thickness of a deposited layer.
• The tests on the electrical functionalities of the die.
• The difference is important because with the physical test, a poor result means a problem on a step and all the dies
on the wafer are defective, so the wafer is scrapped. Usually these yields are good for mature technologies.
• The tests on the dies are different. Each die is tested, one by one or simultaneously using “parallel” tests, and only the
defective dies are scraped. During the probe test which is realized on the wafer, the defective dies are marked and are
not assembled in package.
• In this reverse costing study, 6 yields are used :
Process Yield Apply on Description
Front-End Manufacturing Yield IC Die The defective wafers are scraped
Back-End 0 Probe yield IC Die
The defective dies are scraped.
The number of good dies is function of the
probe yield. Only the good dies are assembled
in the package.
Back-End 0 Testing & Dicing Yields IC Die The defective dies are scraped
Back-End 1 Assemby & Test yields Complete Component The defective components are scraped
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 14
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
o Cost AnalysisSummary
o Yields Explanation &
Hypotheses
o Front-End Cost
o Back End Cost
o Wafer& Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
About System Plus Consulting
IC Die Cost
The die costis estimated between $xxx and xxx.
Silicon cost accounts for xxx% .
The probe test, bumping, backgrinding and dicing represent xxxx% of the
cost.
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 15
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
o Cost AnalysisSummary
o Yields Explanation &
Hypotheses
o Front-End Cost
o Back End Cost
o Wafer& Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
About System Plus Consulting
Component Cost
The component cost is estimated between $xxxand $xxx.
The IC Die costaccounts for xxx%.
The packaging represents xxx%of the total component cost.
The capacitors represent x% of the total component cost.
Final Test and yield losses represent xxx%of the total component cost .
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 16
R E L A T E D
A N A L Y S E S
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 17
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
RELATED TEARDOWN TRACKS
RELATED REPORTS
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By System Plus Consulting:
• ADAS Teardown Track Module
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• Ambarella CV2 Computer Vision
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• Mobileye EyeQ4 Vision Processor
Family
By Yole Développement:
• Artificial Intelligence Computing for
Automotive 2020
• Automotive Semiconductor Trends
2021
• Sensing and Computing for ADAS
Vehicle 2020
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 18
COMPANY
SERVICES
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 19
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
o Company services
o Contact
A Structure,Process andCostAnalysis
Reverse Costing® consists of disassembling a device or a system in order
to identify its technology and discern its manufacturing processes and
then using in-house models and tools to determine its cost.
Our Core Activity: Reverse Costing®
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 20
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
o Company services
o Contact
Fields Of Expertise
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 21
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
o Company services
o Contact
Business Model
Teardown
Track
205+
teardowns per
year
Monitor
1 per year
quarterly
updated
Custom
Analysis
150 custom
analyses per
year
Report
60+ per year
Costing
Tools
5 process-based
and 3 parametric
costing tools
Cost
Methods
Training
On demand
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 22
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
o Company services
o Contact
Worldwide Presence
100+ collaborators in 8 different countries
Headquarters
› Nantes – System Plus Consulting
› Lyon – Yole Développement
Boise
Cornelius
Raleigh
Phoenix
Austin
Singapore
Hsinchu
Tokyo
Shenzhen
Seoul
Frankfurt
Nantes
Lyon
©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 23
Overview / Introduction
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
o Company services
o Contact
Contact
REPORTS, MONITORS & TRACKS
HEADQUARTER
& CUSTOM PROJECT SERVICES
22 Bd Benoni Goullin
44200 Nantes, France
sales@systemplus.fr - +33 2 40 18 09 16
REPORTS & MONITORS WEBSITE
www.systemplus.fr
TRACKS WEBSITE
www.reverse-costing.com
MARKETING, COMMUNICATION & PR
Brice Le Gouic, Marketing & Sales
brice.legouic@yole.fr - +81 80 8131 7837
Sandrine Leroy, Public Relations
sandrine.leroy@yole.fr - +33 4 72 83 01 89
Europe and RoW
Lizzie Levenez - lizzie.levenez@yole.fr
+49 15 123 544 182
Benelux, UK & Scandinavia
Marine Wybranietz - marine.wybranietz@yole.fr
+49 69 96 21 76 78
South Germany & France
Martine Komono - martine.komono@yole.fr
+49 173 69 43 31
DACH (North Germany, Austria, Switzerland)
Neha CHAUDHURY - neha.chaudhury@yole.fr
+49 172 97 47 248
Western US & Canada
Hal Levy - hal.levy@yole.fr
+1 408 334 0554
Eastern US & Canada
Chris Youman - chris.youman@yole.fr
+1 919 607 9839
India and RoA
Takashi Onozawa - takashi.onozawa@yole.fr
+81 80 4371 4887
Greater China
Mavis Wang - mavis.wang@yole.fr
+886 979 336 809 +86 136 6156 6824
Korea
Peter Ok - peter.ok@yole.fr
+82 10 4089 0233
Japan
Miho Ohtake - miho.ohtake@yole.fr
+81 34 4059 204
Japan and Singapore
Itsuyo Oshiba - itsuyo.oshiba@yole.fr
+81 80 3577 3042
Japan
Toru Hosaka – toru.hosaka@yole.fr
+81 90 1775 3866
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Tesla UBQ01B0 FSD Chip

  • 1. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 1 22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr Tesla UBQ01B0 FSD Chip First self-made SoC for advanced driving in Tesla Driver Assist Autopilot 3.0 SPR21639 - Computing & Software report by Ying-Wu Liu Physical analysis by Peggy Gallois November 2021 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS& COST REPORT
  • 2. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 2 Table of Contents Overview / Introduction 4 o Executive Summary o Reverse Costing Methodology o Block Diagram Physical Analysis 13 o Summary of the Physical Analysis o Packaging  Package Overviews, Dimensions  Package Cross-section o Die  Die View & Dimensions  Die Delayering & Main Blocks ID  Die Process  Die Cross-Section  Die Process Characteristic Manufacturing Process 37 o Die Front-End Process & Fabrication Unit o Back-End Process & Fabrication Unit o Summary of Inputs Cost Analysis 45 o Summary of the cost analysis o Yields Explanation & Hypotheses o Die  Die Front-End Cost  Die Probe Test & Dicing  Wafer & Die Cost o Packaged Component  Packaging Cost  Back End: Final Test  Component Cost Estimated Selling Price 55 Feedbacks 58 Company services 60
  • 3. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 3 Overview / Introduction o Executive Summary o Reverse Costing Methodology o Block Diagram o Confidence Index Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Electronic Board in Tesla Model 3 Driver Assist Autopilot 3.0 Tesla UBQ01B0 GPU Full Self Driving Chip 3 Quad-core Cortex-A72 2.2GHz GPU 1GHz 2xNPU 2GHz LPDDR4 128b, FCBGA2116 (Qty : 2) Electronic Board in Tesla Model 3 Driver Assist Autopilot 3.0 ©2021 by SystemPlusConsulting
  • 4. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 4 Overview / Introduction o Executive Summary o Reverse Costing Methodology o Block Diagram o Confidence Index Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Functional Block Diagram Source: Tesla Autonomy Day streamedlive on Apr 22, 2019. o Screenshots from Tesla Autonomy Day streamed live on Apr 22, 2019.
  • 5. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 5 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Package Views & Dimensions Package Front View ©2021 by SystemPlusConsulting xxx mm xxx mm xxx mm • Package: FC BGA 2116-balls • Dimensions: xxx x xxxx xxx mm • Pin Pitch: xxx mm Package Back View ©2021 by SystemPlusConsulting Package Side View ©2021 by SystemPlusConsulting
  • 6. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 6 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Package X-Ray Package X-Ray ©2021 by SystemPlusConsulting
  • 7. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 7 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Die Overview & Dimensions IC Die - Overview ©2021 by SystemPlusConsulting
  • 8. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 8 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Die Delayering IC Die View after removing of the metal layers - Optical View ©2021 by SystemPlusConsulting
  • 9. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 9 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Die Overview ©2021 by SystemPlusConsulting Die Process – SEM View ©2021 by SystemPlus Consulting Die Process – SEM View ©2021 by SystemPlus Consulting Die Process
  • 10. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 10 Overview / Introduction Physical Analysis o Synthesis o Package o Die o Die Cross Section Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Die Cross-Section – Metal Layers
  • 11. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 11 Overview / Introduction Physical Analysis Manufacturing Process Flow o Global Overview o Wafer Fabrication Unit o Front-End Process o Back-End o Packaging Process o Final Test Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting IC Front-End Wafer Fabrication Unit • We assume that the circuit is manufactured by xxxx in xxxx. • We assume that the manufacturing of the dies are made on xxxxmm wafers. • Wafer fab unit: o Name: xxxxx o Wafer diameter: xxx mm o Capacity: xxxx wafers / month o Year of start: 2011 o Most advanced process: CMOS xxxxx µm o Location: xxxxxx
  • 12. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 12 Overview / Introduction Physical Analysis Manufacturing Process Flow o Global Overview o Wafer Fabrication Unit o Front-End Process o Back-End o Packaging Process o Final Test Cost Analysis Selling Price Analysis Feedbacks About System Plus Consulting Back End Final Test • After the dicing and packaging steps, the component is tested during the final test. – System Plus Consulting estimates that the final tests are outsourced in xxxx. – Equipment test is supposed to be a “High Performance Processor” ($xxxx), with 1 component under test at one time. – The test time is estimated to xxxxxseconds (at2 temperatures). 100% of the circuits are tested during the final test. – The final test yield is estimated to xxxxx%.
  • 13. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 13 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis o Cost AnalysisSummary o Yields Explanation & Hypotheses o Front-End Cost o Back End Cost o Wafer& Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks About System Plus Consulting Yields Explanation • The wafers and dies are tested during the process flow. There are 2 types of test : • The tests on the physical characteristics of the wafer like the thickness of a deposited layer. • The tests on the electrical functionalities of the die. • The difference is important because with the physical test, a poor result means a problem on a step and all the dies on the wafer are defective, so the wafer is scrapped. Usually these yields are good for mature technologies. • The tests on the dies are different. Each die is tested, one by one or simultaneously using “parallel” tests, and only the defective dies are scraped. During the probe test which is realized on the wafer, the defective dies are marked and are not assembled in package. • In this reverse costing study, 6 yields are used : Process Yield Apply on Description Front-End Manufacturing Yield IC Die The defective wafers are scraped Back-End 0 Probe yield IC Die The defective dies are scraped. The number of good dies is function of the probe yield. Only the good dies are assembled in the package. Back-End 0 Testing & Dicing Yields IC Die The defective dies are scraped Back-End 1 Assemby & Test yields Complete Component The defective components are scraped
  • 14. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 14 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis o Cost AnalysisSummary o Yields Explanation & Hypotheses o Front-End Cost o Back End Cost o Wafer& Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks About System Plus Consulting IC Die Cost The die costis estimated between $xxx and xxx. Silicon cost accounts for xxx% . The probe test, bumping, backgrinding and dicing represent xxxx% of the cost.
  • 15. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 15 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis o Cost AnalysisSummary o Yields Explanation & Hypotheses o Front-End Cost o Back End Cost o Wafer& Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks About System Plus Consulting Component Cost The component cost is estimated between $xxxand $xxx. The IC Die costaccounts for xxx%. The packaging represents xxx%of the total component cost. The capacitors represent x% of the total component cost. Final Test and yield losses represent xxx%of the total component cost .
  • 16. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 16 R E L A T E D A N A L Y S E S
  • 17. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 17 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting RELATED TEARDOWN TRACKS RELATED REPORTS Related Analyses By System Plus Consulting: • ADAS Teardown Track Module • TESLA Model 3 Driver Assist Autopilot 3.0 By System Plus Consulting: • Ambarella CV2 Computer Vision SoC • Mobileye EyeQ4 Vision Processor Family By Yole Développement: • Artificial Intelligence Computing for Automotive 2020 • Automotive Semiconductor Trends 2021 • Sensing and Computing for ADAS Vehicle 2020
  • 18. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 18 COMPANY SERVICES
  • 19. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 19 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting o Company services o Contact A Structure,Process andCostAnalysis Reverse Costing® consists of disassembling a device or a system in order to identify its technology and discern its manufacturing processes and then using in-house models and tools to determine its cost. Our Core Activity: Reverse Costing®
  • 20. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 20 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting o Company services o Contact Fields Of Expertise
  • 21. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 21 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting o Company services o Contact Business Model Teardown Track 205+ teardowns per year Monitor 1 per year quarterly updated Custom Analysis 150 custom analyses per year Report 60+ per year Costing Tools 5 process-based and 3 parametric costing tools Cost Methods Training On demand
  • 22. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 22 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting o Company services o Contact Worldwide Presence 100+ collaborators in 8 different countries Headquarters › Nantes – System Plus Consulting › Lyon – Yole Développement Boise Cornelius Raleigh Phoenix Austin Singapore Hsinchu Tokyo Shenzhen Seoul Frankfurt Nantes Lyon
  • 23. ©2021 by SystemPlus Consulting | SPR21639- Tesla UBQ01B0 FSD Chip 23 Overview / Introduction Physical Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis Feedback Related Analyses About System Plus Consulting o Company services o Contact Contact REPORTS, MONITORS & TRACKS HEADQUARTER & CUSTOM PROJECT SERVICES 22 Bd Benoni Goullin 44200 Nantes, France sales@systemplus.fr - +33 2 40 18 09 16 REPORTS & MONITORS WEBSITE www.systemplus.fr TRACKS WEBSITE www.reverse-costing.com MARKETING, COMMUNICATION & PR Brice Le Gouic, Marketing & Sales brice.legouic@yole.fr - +81 80 8131 7837 Sandrine Leroy, Public Relations sandrine.leroy@yole.fr - +33 4 72 83 01 89 Europe and RoW Lizzie Levenez - lizzie.levenez@yole.fr +49 15 123 544 182 Benelux, UK & Scandinavia Marine Wybranietz - marine.wybranietz@yole.fr +49 69 96 21 76 78 South Germany & France Martine Komono - martine.komono@yole.fr +49 173 69 43 31 DACH (North Germany, Austria, Switzerland) Neha CHAUDHURY - neha.chaudhury@yole.fr +49 172 97 47 248 Western US & Canada Hal Levy - hal.levy@yole.fr +1 408 334 0554 Eastern US & Canada Chris Youman - chris.youman@yole.fr +1 919 607 9839 India and RoA Takashi Onozawa - takashi.onozawa@yole.fr +81 80 4371 4887 Greater China Mavis Wang - mavis.wang@yole.fr +886 979 336 809 +86 136 6156 6824 Korea Peter Ok - peter.ok@yole.fr +82 10 4089 0233 Japan Miho Ohtake - miho.ohtake@yole.fr +81 34 4059 204 Japan and Singapore Itsuyo Oshiba - itsuyo.oshiba@yole.fr +81 80 3577 3042 Japan Toru Hosaka – toru.hosaka@yole.fr +81 90 1775 3866 Follow us on