Tesla(US:TSLA) Hua Er Jie Jian Wen·2026-01-15 00:42Core Viewpoint - Tesla CEO Elon Musk announced that the company will stop selling the Full Self-Driving (FSD) system as a one-time purchase and will only offer it as a monthly subscription service starting February 14 [1][2] Group 1: Strategic Shift - The decision reflects Tesla's strategic shift from primarily selling electric vehicles to focusing on autonomous driving and robotics, while seeking to expand high-margin subscription revenue [2] - Tesla's stock price fell by 1.8% following the announcement [2] Group 2: Sales and Subscription Details - In 2025, Tesla's sales are projected to decline by 9%, with a 16% year-over-year drop in fourth-quarter sales. Currently, electric vehicle sales account for three-quarters of Tesla's revenue [5] - As of the end of 2025, approximately 12% of Tesla vehicles will have either a monthly or lifetime subscription for FSD [5] - The FSD system is currently available in the U.S. for $8,000 as a one-time payment or $99 per month as a subscription [6] Group 3: FSD System Capabilities - The FSD system assists drivers with lane changes and navigation around other vehicles and objects but does not enable fully autonomous driving, requiring driver attention at all times [6][7] - Despite progress in autonomous driving, the commercial version of FSD has not achieved full autonomy, as it can navigate streets and park automatically but may require the driver to take over in case of issues [7] Group 4: Customer Hardware Issues - Early Tesla users with older models cannot access the latest software versions due to outdated hardware [9] - Tesla has acknowledged the need for hardware upgrades to address these customers' issues but has not specified a timeline or method for resolution [9]