Source: Photo.com
On May 15, Musk posted on X that the subscription rate of Tesla's FSD software among American car owners is much higher than 2%.
The day before, it was reported that data from credit card data provider Yipit showed that only 2% of U.S. car owners who received a one-month free trial of FSD chose to subscribe to the service after the trial period ended.
In addition, Musk responded to a user's question on X about when the Cybertruck will be able to use the FSD feature, saying that it will be possible after the launch of version 12.5.
A few days ago, Musk replied to netizens that the FSD feature of the Cybertruck will be launched in a few months.
He also said that FSD will update version 12.4 this week.
Musk predicts that almost all cars will be autonomous in the future. It is understood that Tesla will invest more than $10 billion in the field of autonomous driving this year. Looking back at the current situation of the mainland industry, autonomous driving has also become one of the popular tracks that car companies pay attention to.
Full-stack solutions for autonomous driving are key focus areas
From the perspective of the hot track of autonomous driving investment and financing in mainland China, from 2022 to 2023, the financing of autonomous driving full-stack solutions will be relatively hot, with the number of related financing events accounting for 44%, in addition, enterprises in subdivided technology fields such as autonomous driving freight, lidar, and autonomous driving chips will also have high financing enthusiasm.
Assessment of investment potential in key technologies for autonomous driving
On the whole, the investment potential of key technologies such as millimeter-wave radar, global navigation satellite systems, lidar, and inertial sensors in the field of autonomous driving is relatively large. In terms of application fields, the capital market in the field of autonomous driving freight is relatively active, and global satellite navigation systems, lidar, and inertial inertial sensors have become hot areas of enterprise technological innovation.
Note: The evaluation star rating ranges from one star to three stars, the higher the star rating, the greater the technology investment potential from the perspective of this indicator, ☆ represents half a star.
The catch-up momentum for technology patents is very strong
According to the ranking of China's autonomous driving technology patent applicants, Xiaomi Auto ranked 6th among China's autonomous driving technology patent applicants within three years, which shows that Xiaomi Auto is very keen on the field of autonomous driving, and the momentum of technology patent catch-up is very strong.
Note: Search by keyword "autonomous driving technology", and the filter condition is "China valid, pending, PCT-valid patents"
Musk has said: "Because it makes it less likely to cause accidents while autonomous driving is running on its own, but it must be said that autonomous driving will never be perfect." In the real world, nothing is perfect. But I still think it can reduce the probability of an accident by a factor of 10. Then the number of deaths, tragedies and serious injuries would also be reduced by a factor of 10. ”
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "China Driverless Vehicle (Autonomous Vehicle) Industry Development Prospect Forecast and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
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