马斯克悄悄给新车增加硬件传感器,重新将FSD定义成“自动”
TeslaTesla(US:TSLA) Hu Xiu·2025-06-17 08:47

Core Viewpoint - Tesla is subtly shifting its narrative around Full Self-Driving (FSD) technology, moving from "assisted driving" to "autonomous driving," indicating a strategic marketing approach to redefine its capabilities and user perception [12][17][19]. Group 1: Tesla's New Model Features - The new Model S/X includes a crucial upgrade: an additional front-facing camera, enhancing the vehicle's perception capabilities [9][10]. - The official description of the front-facing camera has changed from providing a "wider view for automatic assisted driving" to "wider view for autonomous driving," reflecting a significant shift in how Tesla positions its technology [11][12]. Group 2: Hardware and Software Developments - Tesla's current FSD hardware has multiple versions, including HW 3.0 and various configurations of HW 4.0, with the latest version featuring nine cameras [31][32]. - The latest FSD software update (V13.2.9) includes enhancements for understanding non-standard scenarios, improving collision risk prediction, and increasing the efficiency of camera cleaning [34][35]. Group 3: Competitive Landscape and Market Position - Tesla's approach contrasts with domestic competitors, who emphasize "assisted" driving in their marketing, while Tesla boldly claims "autonomous" driving [19][48]. - The introduction of Tesla's Robotaxi, which relies on high computational power and advanced models rather than traditional sensor redundancy, positions it as a disruptive force in the L4 autonomous driving space [50][54]. Group 4: Future Prospects and Market Strategy - Tesla plans to expand FSD availability in China, with a gradual rollout to more models starting in June, potentially boosting sales through improved user experience and word-of-mouth [56][58]. - A flexible monthly subscription model for FSD may be introduced to lower the barrier for users, with discussions around pricing strategies ongoing [57][59].

马斯克悄悄给新车增加硬件传感器,重新将FSD定义成“自动” - Reportify