That's bad news for Tesla's fiscal situation, but a shortage of semiconductor wafers isn't indicative of some major flaw in the actual manufacturing process. Also, Tesla currently dominates the market for these wafers:
which suggests that any potential competitors will face the same limitations, because SiC inverters dramatically improve the performance of electric motors:
The global supply chain has to adapt to high demand for high-powered electric motors.
Anyway, once Tesla has successfully produced and sold a mass-market car, the need for a mythical figure at the top fades away. Since it looks like they're close to doing that, they're also close to doing away with Elon.
As of now, it looks very likely that Tesla can produce the Model 3 at scale. The current drought in production appears to be due to a shortage:
https://moneymaven.io/mishtalk/economics/force-manure-tesla-...
That's bad news for Tesla's fiscal situation, but a shortage of semiconductor wafers isn't indicative of some major flaw in the actual manufacturing process. Also, Tesla currently dominates the market for these wafers:
https://www.reuters.com/article/us-infineon-technol-results-... https://semiengineering.com/sic-chip-demand-surges/
which suggests that any potential competitors will face the same limitations, because SiC inverters dramatically improve the performance of electric motors:
https://www.eetimes.com/document.asp?doc_id=1330491
The global supply chain has to adapt to high demand for high-powered electric motors.
Anyway, once Tesla has successfully produced and sold a mass-market car, the need for a mythical figure at the top fades away. Since it looks like they're close to doing that, they're also close to doing away with Elon.