In the face of changes in the market environment of new energy vehicles, Musk has been anxious recently. After all, the development of Chinese enterprises in new energy is obvious to all, and Tesla, which is heavily dependent on the supply chain of Chinese enterprises after the prelude to price cuts, does not have any advantages in terms of cost. In addition, the United States and the West have unanimously begun to suspend the development of new energy vehicles, which has also made Tesla's life not easy today.
In fact, this can also be seen from Tesla's recent public news, such as Tesla's announcement to delay the construction plan in India, and Tesla's announcement of a 10% global layoff. However, what people didn't expect was that after announcing the suspension of the construction of a factory in India, Musk actually began to visit China?
Musk's reason for wanting to build a factory in India is very simple, nothing more than the subsidies that India may provide, the low labor prices in India and the Indian market. The reason for Tesla's announcement to suspend the construction plan in India is actually not complicated, in general, it is actually related to the reduced market demand and India does not want Tesla to bring Chinese suppliers to build factories in India, but requires Tesla to choose to cooperate with local manufacturers in India.
However, it is difficult for Tesla to be satisfied with the production capacity, technical level and yield rate of local Indian manufacturers in terms of new energy auto parts, so this matter has actually been delayed for a long time, and Tesla's attitude has been changing. From the initial hesitation to the later statement that he would go to India to build a factory, and then to the announcement of the delay, it is actually a process of change.
It is not surprising that Tesla gave up building a factory in India, but what is strange is that after Musk announced that he would postpone his meeting with Modi, there was news that he was going to visit China, but Musk's visit to China seemed to be in a hurry and did not seem to have done anything.
There is a lot of speculation about Musk's visit to China, but an analyst from an American investment bank believes that the focus of Musk's visit to China is not the Chinese market, but the existence of China's autonomous driving technology and related data.
Tesla's Sentinel Mode is something that many people have heard of, and the self-driving technology will collect surrounding road condition information and various data during use. It is precisely for this reason that due to data security and other considerations, Tesla's desire to promote autonomous driving technology in China was not smooth at first.
However, Tesla later announced that it would store various data generated by the use of Tesla's self-driving technology in China at its Shanghai factory in China. And if these data are to be transferred back to the United States, then they need to go through a series of audits and supervision by relevant departments.
It took a number of factors for Tesla's self-driving technology to enter the Chinese market. However, the scale and total duration of Tesla cars in China have reached a certain level, which also means that the information, data and data generated during the use of these autonomous driving technologies and the data generated by the sentry mode have reached a very large scale.
It may cover the topography and landforms of various regions of the country, as well as large and small streetscape facilities. If Tesla chooses to transfer this data back to the United States, it will inevitably have a big impact on the mainland's related security.
Under the situation that needs to be supervised by relevant departments, it is actually very difficult for Tesla to transfer data, and it is not very likely, and it is precisely for this reason that the relevant news of the US media is also considered to be "adding fuel to the fire", but the specific situation still needs to wait for follow-up news.
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