cjzdaily
13:13 · Dec 24, 2024 · Tue
https://x.com/bluejay87476298/status/1871042747966382233?s=12
X (formerly Twitter)
BlueJay (@BlueJay87476298) on X
$MS 拆解 $TSLA Optimus BOM 成本估計,並列出可能合作廠商,為明年可以研究的產業,核心仍為Tesla 的FSD, 目前成本仍為 $50K ~ 60K。
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零件與成本列表
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Head (頭部)
成本:$2.1k (~3.8% of total)
潛在供應商:
NVIDIA (#NVDA) - AI處理器與GPU
Sony (#SONY) - 攝像頭和光學模組
TSMC (#TSM) -
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