Tesla(US:TSLA) Hua Er Jie Jian Wen·2025-12-21 05:06Core Insights - Tesla is developing a new technology to integrate Starlink antennas directly into vehicle roofs, which could significantly change the way electric vehicles connect to the internet and optimize costs [1][2]. Group 1: Patent Details - The recent patent application outlines a roof component that is highly transparent to radio frequencies, allowing satellite signals to penetrate effectively [1]. - The design enables Tesla vehicles to connect directly to the Starlink system for high-speed internet, reducing reliance on third-party cellular network providers like AT&T [1]. - The patent specifies that the antenna system will be fully embedded in the roof structure, avoiding the complexities and aesthetic issues associated with external devices [2]. Group 2: Cost Structure Optimization - The primary motivation behind Tesla's satellite communication integration is cost control, as the company currently pays third-party mobile operators for Premium Connectivity services [8]. - Although the cost savings per vehicle may seem limited, reducing recurring expenses will have a cumulative positive impact on Tesla's profit margins, especially for large-scale subscription services [8]. - This initiative aligns with Elon Musk's long-term strategy of vertical integration, aiming to reduce dependence on external suppliers by controlling more aspects of the value chain [8]. Group 3: Early User Applications - Some Tesla owners have already begun using temporary installations of Starlink Mini devices to provide high-speed satellite internet in areas with weak cellular coverage [9]. - User feedback indicates that satellite connectivity performs significantly better than traditional mobile networks in remote locations [9].