In an interview of KPIT management, Mr Patil said that currently the software cost in EV is just 4/5% compared to the cost of vehicle.
He said that in the next ten years the software cost of the ev vehicle will 50% of the cost of ev vehicle.
Does this mean that the TAM for this particular stock is as huge as may be 100x in the next 10 years ? Say software cost currently is 5% and EV vehicles are just 3/4% of the market ?
Just a question in my mind ,kindly correct me where am I going wrong .All opinion are welcome
Disc: invested from 3 years and intend continue to hold for long
| Subscribe To Our Free Newsletter |
