Tesla(US:TSLA) 3 6 Ke·2025-07-29 08:48Core Insights - Tesla's latest Full Self-Driving (FSD) update reveals a tenfold increase in software parameters, integrating experiences from Robotaxi testing to enhance performance [1][4] - The AI5 hardware design is complete, with production assigned to TSMC, while the AI6 production will be handled by Samsung, indicating a rapid advancement in Tesla's autonomous driving technology [6][7] Group 1: FSD Developments - The new FSD version will allow drivers to have longer periods without needing to look at the road, although it does not imply a shift to Level 3 autonomy [3] - The parameter increase for the FSD is significantly larger than previously mentioned, moving from a 4.5 times increase to a tenfold expansion, necessitating adjustments to existing hardware [4][6] Group 2: Hardware Advancements - AI5 is expected to have ten times the computing power of the current HW4.0, with estimates suggesting it could exceed 3000 TOPS, comparable to three high-performance chips [6] - The collaboration with Samsung for AI6 production is valued at approximately 118.5 billion RMB, with plans for a new factory in Texas to enhance production efficiency [7] Group 3: Strategic Implications - There are two prevailing theories regarding the relationship between AI5 and AI6: one suggests AI5 may serve as a transitional chip, while the other posits that both will be used simultaneously in Tesla's vehicles [9] - The dual approach of utilizing different computing platforms reflects Tesla's strategy to cater to varying business models for passenger vehicles and Robotaxis, indicating a potential evolution in software algorithms [9][11]