Romit Shah - Nomura Securities

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Last quote by Romit Shah

Tesla is vertically integrated, owning both the manufacturing and much of the supply chain, similar to Intel when it scaled revenues from $4bn to $34bn during the 1990s' PC era. Whereas the limiting factor for PCs was processor performance, for EVs [electric vehicles] it is cost and battery range, and improving each primarily depends on advances in lithium-ion battery density … We believe that Tesla, much like Intel in the 1990s, is well positioned to accrue most of the profits in the electric vehicle value chain.feedback
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Oct 04 2017 Tesla
Romit Shah has been quoted 7 times in 6 different articles. On this page, you will find all of Romit Shah’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Romit Shah speaks about are Europe and Asia, for example. Most recently, Romit Shah was quoted in the article There's a new biggest Tesla bull on Wall Street: Analyst predicts 40% surge to $500 in just 12 months saying, “We believe that Tesla has an insurmountable lead in vehicle range per dollar; benefits from what we believe is a largely inferior competitive field, which should help sustain current growth.”.
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