Musk's biggest purpose in China is exposed! Tesla has fully lifted the ban!

Dark Horse Commune

2024-04-30 11:26Posted on the official account of Sichuan Black Horse Commune

At the Beijing Auto Show last week, everyone was still saying that Tesla didn't come again, but Musk landed in Beijing yesterday on April 28.

Source: CCTV News

Of course, people didn't go to the Beijing Auto Show, just landed in the afternoon, Musk first communicated with Ren Hongbin, president of the China Council for the Promotion of International Trade, about what brain-computer interface, and then went to meet Premier Li Qiang, saying that Tesla will invest about $10 billion in training and reasoning artificial intelligence this year.

The most interesting thing is that when Ren Hongbin and Musk were talking, there was a brain-computer interface on the left and a supply chain, not to mention cars;

As a result, on the 28th, the China Association of Automobile Manufacturers and the National Computer Network Emergency Technology Processing and Coordination Center issued the "Notice on the Testing of 4 Safety Requirements for Automotive Data Processing (First Batch)":

All the models produced by Tesla's Shanghai Gigafactory meet the data security compliance requirements, making it the only foreign-funded enterprise that meets the compliance requirements.

Savor it.

PS: In fact, Musk's visit to China did not disclose the itinerary, and everyone's source was actually the tracking information of Zongheng Voyage. (Covering his face.jpg)

Back to the topic, the most direct impact on Tesla through the data security requirements this time is that various places have begun to lift the ban on Tesla-related cars.

Well, there may be friends who don't know about Tesla's ban on parking, to put it simply, Tesla's intelligent driving had a "sentry mode", which will collect video footage of the situation near the vehicle and inside the cockpit, and then upload it back to the data center (including Tesla's servers outside the country).

Therefore, such as government agencies, airports, highways and other areas, for the sake of information security, Tesla has been banned from parking and driving. (PS: this ban is unofficial)

This time, the cars produced by Tesla's Shanghai factory have passed the four security inspections stipulated by the official regulations, including "anonymization of face information outside the car, no collection of cockpit information by default, in-vehicle processing of cockpit data, and significant notification of processed personal information", plus Tesla has realized localized data storage in the Shanghai data center in 2021, so the ban was lifted.

But this lifting of the ban is actually not the point. The focus is on the FSD that the dark horse has to say below.

Is FSD finally coming to China?

A few days ago, Musk replied to a Chinese netizen on Twitter, oh no, X social media "When will FSD enter China?" -

"It will happen very quickly. ”

Source: IT House

At that time, netizens were still playing the meme of "return to China next week and go online soon", but in just 8 days, news such as Tesla's data security compliance in China and Musk's visit to China came in a row.

Therefore, regarding the main purpose of Musk's visit to China, the mainstream media put speculation on "promoting FSD into China".

FSD (Full Self-Drive) is Tesla's high-level self-driving system, in fact, since it was launched in 2021, FSD has not been introduced to China for various reasons, and domestic Tesla users can only use the basic version of AP and the enhanced version of EAP.

Some time ago, FSD updated the V12 version, introducing the "end-to-end neural network" technology, and the FSD system has been upgraded from the traditional rule-code-driven to completely rely on neural networks and data-driven.

Specifically, in the V12 version, image data can be collected through the on-board camera, input into the neural network, and then the neural network directly decides and outputs instructions, so that the neural network is closer to human thinking, and can be trained by collecting data.

End-to-end performance evolution

We can simply understand that the V12 version of FSD is more intelligent, faster to process data, more accurate in intelligent driving, and can also be used in some remote areas.

After the V12 update, Tesla first came to a wave of big promotions: eligible Tesla models in the United States (about 1.7 million owners) can try the FSD function for free for one month, and in April, Tesla's overseas FSD subscription price dropped from $199 to $99, and the EAP directly canceled the charge.

However, seeing that overseas users have used the silky FSD and there are still big promotion benefits to buy, the domestic can only subscribe to EAP at a high price, resulting in domestic users simply "looking forward to it".

In particular, Tesla also launched the EAP subscription system in China a few days ago, in addition to the 32,000 yuan buyout, now you can also order 699 yuan/month or 1399 yuan/quarter.

However, due to the lack of new features and the average experience, it was sharply commented by domestic car owners: "Is it sick to buy this in 699?".

PS: In fact, combined with the situation in North America, Dark Horse boldly guesses (don't take it seriously): it is likely that users who have subscribed to EAP now will be able to upgrade painlessly after FSD is opened, after all, EAP in North America has canceled the charge, and this price is basically the same as the subscription price of FSD 99 US dollars / month in North America;

Anyway, FSD is likely to enter the country soon, not to mention Tesla users, and the dark horse can't wait to take a test drive after hearing it.

However, the dark horse still needs to be vaccinated, although we have preset a lot of good results, but can FSD really land in China?

FSD into China, a bit urgent

But at the same time, for Tesla, FSD's entry into China is also quite urgent.

Let's do the math first: according to public data, there are currently more than 1.7 million Tesla owners in China, but they have not entered the Chinese market since the launch of FSD in 2021.

Source: Autohome

What does this mean?

This means that if the price of 64,000 yuan is bought out, Tesla will have more than 100 billion revenue by selling FSD only in China.

Of course, not everyone will be willing to pay, but even if only half of the users are willing to pay, it is still a significant amount of income. (Dark Horse BB: Even if it's a subscription system, it's very profitable, okay)

Moreover, China is Tesla's second largest market in the world, can you imagine that in such an important market, Tesla's fist product FSD has been absent for three years?

In other words, Tesla, as a technology company, invests a lot of R&D funds every year in high-end intelligent driving, because it cannot enter its second largest market, and directly loses this part of its income.

Even if you don't make money, what's even more uncomfortable is that in the past two years, China's car-making power has been growing, and each company is launching its own smart driving program, which can be provided by Tesla's EAP, and the smart driving of Chinese car companies can also be provided, and it is cheaper than you.

Over time, the competitiveness of Tesla's intelligent driving began to appear a little insufficient, which may also be one of the reasons for its shipments.

Tesla's quarterly deliveries

But with the dark horse's superficial understanding of Tesla, these may not be the core reasons-

The "Robotaxi" project that tech madman Musk has in mind may be the real purpose of FSD's rush to enter China.

This time there is also news: "Musk wants to use the data collected in China to train the autonomous driving counting algorithm." ”

Although I don't know whether it's true or not, China is indeed a huge user market, coupled with a variety of complex road conditions, massive driving data can make the FSD V12 neural network system can be fully trained.

On the one hand, it can quickly improve the intelligent driving capability of the FSD system, and on the other hand, it can also support the "Robotaxi" project that may achieve Level 4.

Write at the end

In fact, at present, the FSD entry into China is a big problem, and the dark horse thinks that it may be the willingness to pay, after all, the current buyout fee of 64,000 yuan is still slightly higher for domestic consumers.

In terms of subscription, the current foreign subscription fee of 99 US dollars is equivalent to more than 700 yuan a month, which is not cheap.

(Of course, the dark horse has not experienced FSD and does not dare to jump to conclusions.) ）

In addition, Dark Horse is also a little worried about the performance of FSD after entering China, after all, compared with China's complex road conditions and urban population density, FSD has higher requirements for intelligent driving, and FSD's entry into the Chinese market is quite challenging.

PS: Dark Horse heard that the Chinese version of FSD may use the advanced assisted driving map provided by Baidu Maps.

However, if the V12 continues to be upgraded, and may even support L4 intelligent driving in the future, if FSD enters China, it will definitely make domestic manufacturers unable to sleep.

He Xiaopeng has already replied to the circle of friends to welcome FSD, and it is estimated that the replies of other car companies are also on the way.

In addition, Dark Horse estimates that FSD's entry into China should set off a wave of intelligent driving market explosion, and when the implementation follows up, it is still consumers who are happy.

Finally, Tesla has just given FSD a wave of global promotions, and if it succeeds in entering China this time, I don't know if it will reduce the price for the domestic market, anyway, the dark horse is looking forward to it first.

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