🤖 AI Summary
記事では、RAM不足が自動車の価格に影響を及ぼす可能性があることが説明されています。現代の自動車はインフォテインメントやドライバー支援システムなど、様々な機能を実現するためにRAMが必要で、これにより車両の基本的なコストが上昇しています。
具体的には、RAM不足は新車価格に4%程度の上昇をもたらすと見込んでいます。これは一見小規模な数値ですが、5万ドルクラスの車種では約2000ドルの価格上昇につながる可能性があります。また、ソフトウェア重視型の自動車が普及すると、中古車市場もさらに安くなり難くなるかもしれません。
RAM不足は長く続くと予想され、その結果、車両価格は今後6万ドル以上まで上昇する可能性もあります。この傾向は、車両がコンピュータに近づきつつあることを示しており、自動車メーカーもソフトウェア課金制や広告といった新しいビジネスモデルを導入する可能性があります。
さらに、供給面でのリスク管理のために、多くの自動車会社は高利益の車種へと生産資源をシフトしています。これは、既に高額車購入者に対して価格上昇にはほとんど影響を受けないことを示しており、今後も車両価格が引き上げられる可能性が高いという点でも重要です。
このRAM不足は、自動車業界だけでなく、ソフトウェアと密接に関連する現代のテクノロジー企業にも影響を与えているということを強調しています。
RAMageddon could soon push car prices higher as modern vehicles rely on ever more RAM and powerful centralized computers to run everything from infotainment to driver-assistance systems. Analysts cited by The Atlantic estimate the shortage could add a few percentage points to vehicle prices, which might not sound like much, but could potentially translate to around $2,000 on a $50,000 vehicle. The broader shift toward software-heavy vehicles could also make used cars even less affordable. An anonymous reader quotes an excerpt from the report: Just like laptops, cars depend on microprocessors and RAM, or random-access memory, to run all of their computations. "There's just a baseline level of tech, and thus a baseline level of cost, required of every vehicle," Karl Brauer, the executive analyst at iSeeCars, an automotive-research platform, told me. Technology is a major reason the average price of a new car in the U.S. has reached some $50,000, and that was before RAM became one of the most prized commodities in the world. AI companies are snatching up as much memory as possible for their data centers, causing a RAM shortage that has significantly raised the prices of phones, laptops, and just about any consumer-electronic device. Cars are next.
[...] Over the next year, the memory shortage -- sometimes known as RAMageddon -- will likely raise vehicle prices by a few percentage points, on average, [said Sam Abuelsamid, an analyst at Telemetry and a former automotive engineer]. The relative amount would be smaller than the shocking double-digit jumps for gaming consoles and MacBooks but in some ways more significant: A 4 percent price hike for cars amounts to some $2,000 on average. Cars with those centralized computers will be affected the most, but no vehicle will be spared. "Even if you don't need the high-end chips, you're going to pay more even for the low-end chips just because of the supply constraint," Abuelsamid said. On a recent earnings call, Ford's chief financial officer said that the company had paid $1 billion in higher materials costs due to the memory shortage and inflation. GM and Volkswagen, too, have noted rising chip costs to investors. (Ford and GM did not respond to a request for comment. A spokesperson for Volkswagen told me that the company has "recognized an increased demand for memory chips, primarily driven by growing requirements in other industries," and that in recent years, Volkswagen has taken measures to "mitigate supply risks.")
RAMageddon is poised to last for several years, but the consequences for car buyers may be permanent. Consider what happened during the pandemic, when supply-chain disruptions and rising demand for electronics produced a major chip shortage. Nearly every major car company had to slash production because they simply couldn't procure enough chips, and shifted their focus to selling higher-end and higher-profit vehicles. Potential customers already willing to spend six figures on a car are much less likely to care about a 5 or 10 percent price hike, [said Ivan Drury, the director of insights at Edmunds]. Even now, car companies are continuing to focus on selling more profitable models. Since the pandemic, the average price of a new vehicle has jumped $11,000.
The AI-fueled chip crisis could play out more severely. The average price of a new car could, before long, jump to $60,000 and beyond. These rising costs are making cars even more similar to computers and all of the software they run: Perhaps in an effort to mitigate higher prices, some automakers are also introducing in-car advertisements and putting certain features, such as heated seats, behind a paywall. As cars have morphed into computers, the inevitable next step is for automakers to behave like modern tech companies.
Read more of this story at Slashdot.