特斯拉FSD在华难落地催生灰色产业链：山寨版安装仅需几百元 官方警示“改装会影响整车质保服务”

Core Viewpoint - The article discusses the rising popularity of unauthorized Tesla driving modules that claim to enhance the vehicle's autonomous driving capabilities at a fraction of the official cost, raising concerns about safety and warranty implications [2][22][24]. Group 1: Unauthorized Modifications - Unauthorized Tesla driving modules are being sold on e-commerce platforms for a few hundred yuan, significantly cheaper than the official Enhanced Autopilot (EAP) priced at 32,000 yuan [2][22]. - A specific product, the "Tesla multifunction module," has sold 69,000 units, with users praising its ability to "liberate hands" while driving [2][3]. - These modules claim to unlock features like "AP no disturbance" and "automatic lane change," but they fundamentally differ from the official EAP, which includes advanced functionalities like smart parking and advanced summon [8][9]. Group 2: Safety and Warranty Concerns - The unauthorized modules bypass critical safety features, such as the steering wheel grip detection, which could lead to increased accident risks as drivers may become less vigilant [9][12]. - Tesla's official service centers warn that such modifications interfere with the vehicle's computer systems and can void the warranty [12][22]. - A user reported system failures after installing a module, which was confirmed by Tesla's service as being caused by the unauthorized modification, leading to significant repair costs [24]. Group 3: Market Dynamics - The demand for these unauthorized modules stems from the high cost of Tesla's official features and the lack of certain comfort options in Tesla vehicles, prompting consumers to seek cheaper alternatives [17][22]. - The pricing strategy of Tesla's EAP and Full Self-Driving (FSD) features is significantly higher than competitors, leading consumers to explore unauthorized options despite the risks involved [22][25]. - The article notes that while these unauthorized products attract consumers, they do not pose a significant threat to Tesla's FSD rollout in China, which faces its own technical and regulatory challenges [25][26]. Group 4: Regulatory and Competitive Landscape - The approval process for Tesla's FSD in China is uncertain, with recent regulatory changes imposing stricter requirements on software updates and vehicle safety [26]. - Local competitors in the smart driving sector are rapidly emerging, which may limit Tesla's market share and influence in the region [26][27]. - Tesla has begun to push FSD features in China, indicating a strategic move to integrate its advanced driving capabilities into the local market [27][28].