Hi, I recently joined Valupickr and I must acknowledge contributions from fellow investors which enabled in creating this amazing platform.
Infotainment and DIS[both could be in same ECU or different one] are advancing each year and to achiver any product, it requires a cumulative collaboration of lot companies. 2W only have DIS, so most probably they’ve only one ECU.
Normal product/value chain of ECU development for PV’s:
- OEM such as Suzuki, Tata motors etc decide the timelines, platforms and features.
- Tier 1 companies such Bosch, Harman, Continental, Visteon which provide the complete solution from hardware to software.
- Chip vendors such as qualcomm, Samsung, Nvidia. this agreement is usually made by OEM with chip vendors and then they supply to Tier 1 comapnies.
- Product Software providers such as all Tier1 and software services companies such as KPIT, LTTS, TATA elxi in indian context.
- Hardware/Software platform cycle from concept to release to customers is atleast 4-5 years, so it doesn’t change every year.
- This is independent on whether it is EV or ICE car.
- OEM’s just buy a readmade solution from Tier1 like plug in and plug out systems with little modifications.
I’m not sure if product life cycle is different for 2W.
i went through the quarterly PPT, concalls and this blog and I have few questions, really appreaciate if somebody is able to answer these questions.
- Do they develop software in collabroation with “Sibros” for all their systems?
- How does it matter if it is EV or normal 2W/PV for DIS because DIS just displays information on display. This usually comes from vehicle network when some event happened occurs somewhere else in vehicle like speed change or fule level etc. EV or not shouldn’t have any bearing on DIS or infotainment systems.
- Pricol appears to provide out of the box solution to clients from hardware to software. If it is the case, pricol should have more bargaining power(OPM should have been more) and they’re simply too powerful and indispensable to OEM’s in my opinion but I doubt that’s the case. There are only handful of companies who can provide the complete solution and they dictate terms with OEM’s.
- In thier PPT’s they’ve mentioned they also supply to PV’s, does anybody have any info on any released car on which pricol systems are present?
- Does pricol have long term contract with chip/material suppliers?
- Are they also have any plan to foray into infotainment systems?
@Worldlywiseinvestors I would love to have your input on these points.