Tesla is expanding beyond electric vehicles to build a 'Physical AI' ecosystem encompassing AI and robots, which is expected to open new opportunities for relevant South Korean companies.
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Tesla's operating profit margin has fallen from the 20s to the 16s in two years. This is analyzed as a result of a combination of factors, including reduced profit margins due to intensified price competition in the EV market, increased competition in the energy sector, and a decrease in policy support.
Tesla is expected to officially announce the full-scale launch of its Cybertruck service at an unveiling event on September 3. This will be a significant turning point for Tesla, transforming it from a traditional car sales company to one that provides artificial intelligence (AI) services. Specifically, the strategy is to expand its unmanned operation base, focusing on Texas and Nevada.
Beyond Tesla, Elon Musk is building a 'Musk Universe' that integrates various affiliated companies such as SpaceX, XAI, and Neuralink. This strategy aims to realize Physical AI that interacts with the physical world. He is pursuing the construction of energy, communication, and data infrastructure for AI learning, and the potential use of space data centers secured through SpaceX is also being raised.
Tesla's FSD (Full Self-Driving) has achieved a cumulative driving distance of 16.1 billion kilometers, establishing unrivaled data competitiveness. This is more than the nearly 10 billion kilometers claimed by Huawei, and Tesla's utilization of existing Autopilot data further differentiates it. Tesla accumulates data from various countries and environments to ensure the universality of its system.
In autonomous driving technology, 'edge case' learning is as important as the amount of data. Edge cases refer to unexpected accident risk situations, and continuous learning of these situations is essential for improving the performance of autonomous driving systems. Tesla is strengthening its technological capabilities by accumulating edge cases that occur in various countries and conditions worldwide.
In the humanoid robot market, China shows strengths in the development of physical functions, based on its abundant hardware infrastructure and ecosystem. Tesla, on the other hand, possesses a sophisticated AI model learning system based on FSD, and the U.S. leads the AI field in terms of brain functions. Physical functions are developing with China's strengths, while brain functions are developing with America's strengths.
Tesla is moving away from using NVIDIA and Intel semiconductors in its early stages and shifting to in-house design. While it continues to cooperate with Samsung Electronics and TSMC, after 2030, it plans to directly build a large-scale semiconductor facility called 'Teraby' and jointly invest with SpaceX to self-produce chips for robots, humanoid robots, and AI data centers.
Hyundai Motor Group acquired Boston Dynamics, highly valuing its excellent kinetic technology. Currently, Hyundai Motor Group is actively exploring strategies on how to effectively utilize Boston Dynamics' robots in its own businesses.
Until now, Boston Dynamics robots have been criticized for lacking intelligence despite their excellent physical capabilities. Consequently, Boston Dynamics is expected to strengthen its AI brain functions and compensate for the robots' intellectual shortcomings through collaborations with Google DeepMind and NVIDIA.
The reason car companies are focusing on humanoid robot development is the current lack of physical data needed for robot operation. Car factories provide an environment optimized for robot learning through precise work environments and repetitive processes. Initial data accumulation for robot learning will be carried out in actual factories due to safety concerns.
As the passenger car market stagnated at 80-90 million units in the 2020s, automotive companies are struggling to find new growth engines. Consequently, car companies are focusing on robots as a new business item, seeing them as a breakthrough to secure future growth momentum.
Tesla is opening up the world of Physical AI beyond electric vehicles, building a new portfolio. South Korea's capabilities in automotive, materials, energy, and semiconductors are expected to play a crucial role in this Physical AI era. Korean companies can find new growth opportunities within the physical AI ecosystem led by Tesla.
If semiconductors serve as the infrastructural backbone for artificial intelligence (AI), then robots and autonomous driving technology are emerging as the next generation of core devices. In line with AI technological advancements, robots and autonomous driving systems that can apply AI to the real world are expected to become even more important.
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