Tesla(US:TSLA) 智通财经网·2025-07-10 22:18Core Viewpoint - Tesla is accelerating its Robotaxi business expansion amid increasing competition in the autonomous driving sector, with a recent application for testing and operation in Arizona, including both safety driver and no safety driver modes [1] Group 1: Tesla's Robotaxi Expansion - Tesla has officially applied to test and operate its Robotaxi service in Arizona, aiming to enter the Phoenix metropolitan area [1] - The review results for Tesla's application are expected by the end of July, which could mark a significant step towards commercializing Robotaxi services in multiple U.S. cities [1] - This move is seen as an attempt to catch up with Waymo, which has been a leader in the Robotaxi market since launching its fully driverless service in Phoenix in 2020 [1] Group 2: Technology and Testing - Unlike most autonomous driving companies that rely on expensive LiDAR and high-precision maps, Tesla focuses on a camera-based visual recognition system, which Elon Musk believes is more commercially viable for large-scale deployment [2] - Tesla is also conducting preliminary Robotaxi tests in Austin, Texas, using Model Y SUVs equipped with the latest autonomous driving system, although these vehicles are still in a "semi-automated" phase with a safety supervisor present [2] - Recent incidents, including a minor collision involving a Robotaxi, have raised public safety concerns and led to investigations by the National Highway Traffic Safety Administration (NHTSA) [3] Group 3: Regulatory Challenges - Despite challenges, Musk remains committed to expanding the Robotaxi service, with potential plans to extend it to the San Francisco Bay Area within one to two months [3] - California regulatory agencies have shown caution, having previously sued Tesla for alleged misleading statements regarding its autonomous driving features [3] - Tesla's upcoming earnings call on July 23 is expected to focus on the progress, operational feedback, and future plans for the Robotaxi service, drawing significant attention from investors and analysts [3]