yeah so can you source where Tesla is realizing cost savings in semiconductors and that it is reducing suppliers in semiconductors?
Tesla only talk about software defined vehicles in general. For example, when Tesla suffered chip shortages, they rewrote software to compensate. You can see the problems other automakers have with chip shortages which have crippled production.
There was recently a press release from a Chinese company saying their new automotive domain controller replaces 3xx individual chips (can't remember the exact number but it was 300+)
NY Times had an article on the automotive chip shortages, which stated up to 3000 chips are in a car.
So it's really easy to see Tesla saving a lot of money on chips and also not worrying about shortages, because they use a smaller number of expensive commodity processors found in laptops and smartphones.
In addition, its easy to improve the car with a software update. That also applies to vehicle safety recalls, which can frequently be applied with software.
In comparison, a safety recall for a specialised chip would likely require a visit to the dealership and physically changing something. That is expensive.