Tesla(US:TSLA) Bei Jing Shang Bao·2025-06-11 14:29Core Viewpoint - Tesla's long-awaited full self-driving and Robotaxi services are finally set to launch, which could determine the company's ability to overcome growth bottlenecks and achieve a competitive edge in the autonomous driving sector [2][3]. Company Developments - Tesla plans to deliver its first fully autonomous vehicle in Austin, Texas, on June 28, featuring the latest Full Self-Driving (FSD) software that operates without a steering wheel or pedals [3]. - The initial model for the Robotaxi service will be the Model Y, equipped with the new HW5.0 hardware platform, which boasts a computing power of 1.1 EFLOPS, five times that of the previous HW4.0 [4]. - The FSD system has been upgraded to version 12, enhancing its capabilities in complex scenarios and introducing a so-called "human-like decision-making ability" [4]. Industry Insights - The Robotaxi service is expected to generate revenue that could surpass traditional vehicle sales by 2027, with plans to produce a dedicated model, Cybercab, by 2026 at a target cost of $30,000 per unit [5][6]. - Analysts predict that Tesla will deploy around 2,500 Robotaxis by 2027, with large-scale implementation potentially delayed until 2028 [7]. - The global Robotaxi market is anticipated to grow significantly, with estimates suggesting a market size of 1.18 trillion yuan by 2025 in China, and a compound annual growth rate exceeding 96% from 2025 to 2030 [8]. Market Reactions - Following announcements regarding the Robotaxi and FSD developments, Tesla's stock surged nearly 6%, pushing its market capitalization back above $1 trillion [2][9]. - Investor sentiment remains focused on Tesla's ability to pivot back to its core electric vehicle business while also exploring new growth avenues in AI and autonomous driving technologies [10].