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汽车行业双周报:特斯拉近期Robotaxi、芯片业务进展复盘-20250818
Hua Yuan Zheng Quan· 2025-08-18 06:15
Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - Tesla's Robotaxi expansion is progressing steadily, with a focus on regulatory approval timelines in various states. The service area in Austin has expanded approximately fourfold since its launch, with plans to cover half of the U.S. population by the end of 2025, pending regulatory approval [4][7][12] - The shift in Tesla's chip strategy towards external suppliers like NVIDIA and AMD is a pragmatic choice due to the challenges faced with the Dojo project. The future AI6 chip is expected to integrate training and inference capabilities [4][17][21] - The expansion of Tesla's autonomous driving capabilities is marked by a renewed focus on increasing model parameters and exploring multi-modal and reinforcement learning techniques [4][23] Summary by Sections Robotaxi Expansion - Tesla's Robotaxi project launched in Austin in June 2025, initially covering 20 square miles, has expanded to approximately 80 square miles by August 2025. Future plans include expanding to the San Francisco Bay Area, Nevada, Arizona, and Florida [7][8][12] - The Texas SB2807 bill, effective September 1, 2025, will allow Robotaxi operations under similar regulations as human-driven vehicles, making Texas a key focus for Tesla's expansion [13][14] Hardware Developments - The Dojo project has been halted due to challenges in chip manufacturing and talent retention. Tesla is now focusing on the development of AI5 and AI6 chips, which are expected to enhance performance significantly [17][20][21] - The AI5 chip is projected to achieve 2000-2500 TOPS of computing power, a threefold increase compared to the current generation [22] Software and Algorithm Enhancements - Tesla is transitioning to an end-to-end architecture for its autonomous driving algorithms, with plans to increase model parameters significantly. The upcoming FSD V13.2 is expected to enhance model scale and context length by three times [23][24] - The integration of Grok as a vehicle AI assistant is underway, indicating a strategic move towards enhancing Tesla's autonomous capabilities [26]