Investors are speculating
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Author|Wang Lei
Editor|In Continent
The new Model 3 is finally here.
Recently, many overseas netizens have photographed the new Model 3 road attempt, through these camouflage spy photos, we can see that the body of the new Model 3 has not changed significantly, but the local design has been adjusted a lot.
Source: Twitter
The Model 3 is in its 7th year since its debut in 2016. No matter what you look at for a long time, you will be aesthetically fatigued, even if it is amazing back then, it is time to make some changes.
It is reported that the focus of the facelift should be on the manufacturing system, such as reducing the number of parts inside the Model 3 and reducing the complexity of the body, and the display screen valued by Tesla users may also usher in adjustments, when the exterior, interior and number of sensors of the facelifted model may change.
In addition, a few days later is Tesla Investment Day, when the third chapter of Tesla's ambitious plan will be unveiled: how the planet can move towards a fully sustainable energy path. As one of Tesla's big days of the year, investors won't buy it without announcing something big.
Source: Twitter
At that time, Tesla's new models and technologies will be unveiled.
01
The interior is more modern and costs less
According to Tesla's previous facelift of X and S, this new Model 3 will be a mid-term facelift model, with little change in appearance, mainly for the front and rear bars, light group and interior adjustments.
Source: Twitter
Spy photos from the external network show that the camouflage of the new Model 3 is concentrated in the lower front and rear parts and the interior part. Therefore, the appearance changes of the facelifted Model 3 will also be concentrated in these 3 places.
From the rear point of view, the biggest difference between the new Model 3 is the tail light group, and the spoiler design is added at the rear to improve the visual effect of the rear.
Source: Twitter
In the front part, it can be found that there is a suspected camera design on the upper edge of the headlights, which is also related to the design of HW 4.0 that may be used on the modified Model 3, and there is a high probability that a new camera will appear on the lights or fender to enhance the detection of blind spots.
Source: Twitter
In the interior part, it is more clear that Tesla is replacing the wooden decoration of the Model 3 with ABS bonded foam non-woven fabrics that are significantly cheaper to produce.
Since its launch in 2016, wood trim has been an important feature of the Model 3, and has never appeared on the X/S/Y, but in today's eyes, the wooden trim is indeed a little too old-fashioned.
By replacing it with fabric, Tesla can also further reduce manufacturing costs.
In addition, Tesla's well-known revelation that the remodeled Model 3 may also be equipped with a rear display.
Source: Twitter
This is because it found that there is an interface design similar to a "second display" on the AMD Ryzen processor circuit board on the upcoming Tesla Model 3 and Model Y.
You must know that this is the same AMD processor used on the current Model X and Model S, and the second display of Model X and Y is the entertainment display located under the rear row.
Having a rear display is still a big highlight for the Model 3. After all, a rear display not only has functional control, but also some additional entertainment functions, such as playing games and watching movies.
And once the rear display is added, can the Steam games on the new Model S and Model X also be on the Model 3? Of course, the news is not certain at the moment.
In terms of power, according to the current news, there will be no change, and there are still two versions of single and dual motors.
In this way, in fact, the change Model 3 in the appearance of the change is not much, the appearance of the facelift, for the Model 3 is only an appetizer, the highlight must be the new hardware in the car, after all, Tesla Model 3 is likely to use the assisted driving hardware Hardware 4.0.
02
Demystifying HW4.0
Tesla is most proud of its automatic driving and intelligent system, so the new Model 3 may be equipped with the assisted driving hardware Hardware 4.0, we will also focus on understanding.
HW 4.0 is a new generation of Tesla automatic driving "brain", not long ago, the well-known Tesla broke the news, the well-known disassembly expert "Green the only" has taken a step ahead of Tesla to reveal Tesla's latest HW4.0 automatic driving hardware information.
He directly released a high-definition physical picture of HW 4.0, and also disassembled this product, making a detailed spoiler for HW 4.0 from the structural aspect.
First of all, from the appearance point of view, compared with HW3.0, HW4.0 is slightly larger and began to become regular and flat, the installation points have changed from the original three to four, and the water-cooled inlet and outlet have also been adjusted.
Source: Twitter
The hardware interface of the two generations has also changed greatly, HW3.0 originally had 9 camera borrowing interfaces, HW4.0 increased to 12, each socket is marked with the connection location of the camera, such as F-SVC, L-SVC, R-FF-Rear and so on, one of which is marked as a backup.
Source: Twitter
It is worth noting that there are 3 words marked SVC on the camera interface of HW4.0, according to Tesla EPC SVC is interpreted as a bumper cover, which also means that there are at least three cameras installed on the front and rear bumpers in Tesla's new car, and it is very likely to be a blind spot camera.
Source: Twitter
In addition, the interface connected to the cockpit has been upgraded from one HW3.0 to two, and GPS has also been updated to a 3-band GPS module interface, which makes positioning more accurate.
So from the appearance alone, the two sets of hardware are not universal in terms of volume, shape or interface, which also confirms why Musk said that old Tesla owners may not be able to upgrade HW3.0 to HW4.0.
Given the cost and economics of the upgrade, Tesla may not have the idea of upgrading from HW3.0 to HW4.0 for older car owners.
Coming to the inside of the hardware, according to the high-definition news map, it can be seen that the HW4.0 motherboard still adopts a symmetrical design as a whole, and the configuration is double backup, while doubling the computing power, one of them can also be used as redundant computing power.
Source: Twitter
According to the numbers printed on the surface of the chip, the code is H2238, and according to the HW3.0 chip H1384 manufactured by Samsung, it can be inferred that the chip of 4.0 is still manufactured by Samsung.
Source: Twitter
In terms of PCB board, compared to HW3.0, there are also some changes, but according to Green God, there are not as big changes as everyone expected.
The CPU cores of the second-generation FSD have been increased from 12 to 20, divided into 5 clusters, each cluster contains 4 CPU cores, the maximum frequency of the CPU is 2.35GHz, the idle frequency is 1.37GHz, the GPU remains unchanged, it is still based on the RDNA2 built by AMD, 28 computing units, 2.79GHz main frequency, 3 NPUs, the operating frequency is 2.2GHz, the number of TRIP cores is increased from 2 to 3, and the maximum frequency is 2.2GHz.
In addition, compared with HW3.0 APU+GPU divided into two PCB boards, HW4.0 integrates it into one board, the degree of integration is higher, there is no GPU daughter board, so the device as a whole will become flatter.
At the same time, the HW4.0 kit will integrate a high-resolution radar to solve the previously criticized ghost braking problem. According to previous exposures, this high-resolution radar is codenamed "Phoenix", which is understood to be a 4D millimeter-wave radar with twice the detection range of its current radar.
Unlike HW3.0, HW4.0 has 8 more memories on the backplane, and Tesla, which has always been cost-sensitive, may have spared no expense to use the top GDDR6 this time.
Source: Twitter
Computer enthusiasts will know better that GDDR6 is NVIDIA's 20 series graphics cards released in 2018 to begin to appear.
Compared to the LPDDR4 currently used by HW3.0, GDDR6 has a higher operating frequency than LPDDR4, up to 1750MHz, and the transmission rate is about 12800MT/s.
HW4.0 upgrades the video memory to 16G GDDR6 per core, exceeding the HW3.0 8G LPDDR4 per core, and it is estimated that the overall computing power of FSD will be increased by 3-5 times.
But the cost is that power consumption is correspondingly higher.
Green God has revealed that the power consumption of HW 4.0 is about twice that of HW 3.0, and idle power consumption can reach 80W, and it is not clear what impact the new hardware will have on the vehicle's range. Because of this, Tesla has adopted a new power interface on HW 4.0 to support greater power power.
Source: Twitter
Or perhaps because of its excessive power consumption, no car company currently uses this kind of memory, which means that Tesla will be the first car company to use GDRR6 chips in the automotive field.
Source: Twitter
Overall, the core part of HW4.0 has not changed much, and its upgrade is mainly focused on the sensor architecture, except for the addition of a 4D millimeter-wave radar that Musk believes is necessary, the rest are all cameras, it seems that Musk still does not give up on the Tesla Vision pure vision route.
According to Green God's news, the HW4.0 module has now begun production, but the Tesla investor day on March 1 is coming, and it is very likely that it will be officially announced on March 1.
03
What might be the surprise on March 1?
In the 2022 earnings call, Tesla mentioned the third-generation platform more than once, and described the third-generation platform with "half cost, half manufacturing space" and confirmed that it will be used to produce third-generation models after 3/Y.
According to the third chapter planned by Musk, representing Tesla's long-term expansion plan, its third-generation platform will play an important role, and the sharp decline in production costs has given Tesla more possibilities to continue to expand.
Source: Tesla
This means that Tesla's third-generation model platform will most likely not be absent at this investor conference.
In addition, if you look closely at the promotional poster of Tesla's investor day, you will find that behind the text is a dense small square, which is actually composed of a series of longitudinal and horizontal body side structure parts.
Source: Twitter
As the body-in-white structural parts with the largest projection area of the whole vehicle, the side peripheral structural parts need an aluminum alloy die-casting equipment with a clamping force of 12000T to achieve, and combined with the current Tesla has realized the integrated die-casting of the front and rear chassis structural parts of the whole vehicle.
So at this investor conference, we may also see Tesla announce its new progress in the integrated die-casting of side structural parts.
Finally, to make a non-complete summary, a few days later, the investor day may have the following important information:
Released the latest hardware system, Hardware 4.0
Released the facelifted Model 3
Announced the third-generation platform and new models
Progress in integrated die casting technology
Sustainable energy storage business progress
Space X's Starship program
... ... (Welcome to add)
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