中文翻译
@Traderissimo 所以这是最终售价的成本，而非物料清单(BOM)成本。他们还使用了$134K的平均售价(ASP)，而非量产爬坡后低于$20K的成本。正如$VPG所见，传感器单价从$750降至大规模量产时的$150。因此很多计算都变了，我觉得这个成本结构没什么帮助。
· 方法论
博主指出成本数据基于高价ASP而非量产BOM，认为该分析缺乏参考价值。
涉及标的： $VPG
英文原文
@Traderissimo So this was cost of the final sale price, not BOM cost. They were also using $134K at ASP, not the volume ramped <$20k costs. As seen with $VPG that $750/sensor goes down to $150 at mass production. So lot of math changes, I didn’t find the cost structure particularly helpful