In a move that potentially signals a brighter horizon for Tesla Inc, CEO Elon Musk has embarked on a landmark visit to China. Engaging with key officials and ministries, this significant step might lay a robust foundation for the company's future in the world's largest electric vehicle market.
Deepening Ties with China's Ministries
Elon Musk's tour of China started with meetings at the commerce and industry ministries. His interaction with officials from these important government bodies, which exercise regulatory oversight of the automotive industry, signifies the deepening of ties between Tesla and China's government. This potential easing of pathways for Tesla's ambitious growth plans in China indicates an increasingly positive relationship with these integral regulatory bodies.
Boosting Production Capacity
This visit is strategic, coming at a time when Tesla's Shanghai Gigafactory, a vital cog in Tesla's global manufacturing wheel, is facing challenges in scaling its production capacity. This is occurring amid intensifying competition from Chinese electric vehicle manufacturers. Last year, the factory produced over 700,000 Model Y and Model 3 vehicles, contributing more than half of Tesla's global output. Musk's engagement with Chinese officials could pave the way for smoother expansion plans, thereby fortifying Tesla's position in the global EV landscape.
Advancing Autonomous Driving Features
Tesla's Full Self-Driving features, currently available in the US and Canada as part of the FSD Beta software, is a major focal point for investors during Musk's visit. Securing clearance from Chinese regulators for these features could give Tesla a competitive edge. It could enhance the company's appeal to the tech-savvy Chinese consumer base, spurring further adoption of Tesla's vehicles.
Strengthening Partnerships with Local Suppliers
Musk's interaction with Zeng Yuqun, the chairman of CATL, a Chinese battery giant and a key supplier for Tesla, underscores another significant aspect of his visit. Strengthening this vital partnership could fortify Tesla's supply chain resilience and bolster its production capabilities.
The Impact of Musk's Visit on Tesla's Future in China
Musk's visit signals a new era of strengthened relations between Tesla and the Chinese government. His commitment to understanding and engaging with China's unique market dynamics shows a determination to cement Tesla's presence in the country. By fostering these important relationships, Musk is making strides toward securing a stable and prosperous future for Tesla in China.
Elon Musk's visit to China promises to be a significant milestone for Tesla. By fostering relationships with Chinese officials and industry partners, he's setting the stage for Tesla's growth in China's booming EV market. With an increasingly cooperative relationship with regulatory bodies, a robust supply chain, and the potential to bring cutting-edge technology to consumers, Tesla is poised for success.
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We’ve now uncovered more details on how Tesla achieved such drastic improvements in the vehicle’s power consumption, which Tesla estimated to be a 40% reduction.
Tesla made architectural changes to how it processes and analyzes video — optimizing which components handle which tasks. While the Cybertruck is the first to benefit from these advancements, Tesla plans to extend these upgrades to other vehicles in the future.
Sentry Mode Power Consumption
Tesla vehicles feature two main computers: the MCU (Media Control Unit) computer, which powers the vehicle’s infotainment center, and the FSD computer, which is responsible for Autopilot and FSD. Both of these computers remain on and powered any time the vehicle is awake, consuming about 250-300 watts.
Typically, the vehicle only uses this power while it’s awake or actively driving. It’s not a major concern since the car automatically goes to sleep and shuts down its computers after about 15 minutes of inactivity. However, the larger issue is that these computers also need to remain on when Sentry Mode is active, causing a 250-watt draw whenever Sentry Mode is on.
Interconnected System
Today, the vehicle’s cameras are connected to the FSD computer, which connects to the MCU, which is finally connected to the USB ports. Because of this interconnected setup, everything needs to remain powered. Footage needs to be streamed from the FSD computer into the MCU, where processes like motion detection occur. The data then needs to be compressed before finally being written to the USB drive. That’s a lengthy process, requiring multiple computers to remain on in order to be able to record and save live video.
Architectural Changes
Tesla is making some architectural changes to address Sentry Mode’s high power consumption by shifting the responsibilities of the vehicle’s computers. By shifting motion detection and possibly the compression activity to the FSD computer, Tesla will now be able to keep the MCU computer asleep. The MCU is still required to push the video to the USB drive, but Tesla can now wake up the system only when it’s needed.
For instance, the FSD computer will still handle the connection to the vehicle’s cameras, but it will now also detect motion. When that Sentry event occurs, it can wake up the MCU to write the data to the USB drive and then have it go back to sleep.
This approach ensures the MCU isn’t continuously powered to analyze and compress video, instead activating it only when data needs to be written.
Processor Isolation & Task Allocation
Tesla’s current architecture separates the Autopilot Unit (APU) from the MCU. This is done for several reasons - but first and foremost is safety. The MCU can be independently restarted even mid-drive without impacting the APU and key safety features.
Additionally, by isolating the APU from the MCU, tasks that are optimized for each unit—processing versus image transcoding—can be offloaded to the processing unit that’s better suited for it. This helps keep both the APU and MCU operating at their optimal power and performance parameters, helping to manage energy consumption more efficiently.
Kernel-Level Power Management
Tesla’s been working on more than just FSD or new vehicle visualization changes and has been putting in the effort to optimize the operating system’s underlying kernel. While not in heavy use, Tesla is underclocking the processors of both the MCU and APU, reducing power usage and heat generation.
Of course, other kernel optimizations and programming tricks, such as the ones Tesla uses to optimize its FSD models, also factor into the increased overall efficiency of the vehicles.
Additional Benefits
Since Tesla vehicles also include a Dashcam that processes video, it’s possible we may also see these additional power savings whenever the vehicle is awake. This could also affect other features, such as Tesla’s Summon Standby feature, which keeps the vehicle awake and processing video to give users almost instant access to the vehicle’s Summon feature.
Roll Out to Other Vehicles
While the Cybertruck was the only vehicle to receive these power improvements to Sentry Mode, we were told that they’re coming to other vehicles too. Tesla is introducing these changes with the Cybertruck first, leveraging its smaller user base for initial testing before expanding the rollout to other vehicles.
USB Port Power Management
To further conserve energy and reduce waste, Tesla now powers down USB ports, even if Sentry Mode is active. This change has impacted many users who rely on 12v sockets or USB ports to remain powered to keep accessories such as small vehicle refrigerators on.
It’s not immediately clear whether these changes to Sentry Mode impact this change or whether power to 12v outlets was removed strictly due to safety concerns.
Tesla has initiated another minor design revision, this time improving the rear camera on the Model 3 and Model Y. This minor revision adds a protective lip around the camera, providing better shielding against rain, dirt, snow, and general road grime.
The design revision began rolling out for Model Y vehicles from Shanghai first, with the initial vehicles spotted with the revision dated as early as late September 2024. Tesla regularly makes minor design revisions on its vehicles in between model years, in an iterative design process that gradually improves as more and more vehicles are built.
Design Revision
The design revision adds a small shield around the rear camera, including a small lip towards the bottom end. The little lip is likely going to make the biggest difference, as it will help prevent kickback and wash from the tires landing on the camera lens, which can obscure it.
For now, nothing indicates a potential revision including a camera washer—similar to the Cybertruck’s front camera washer. However, given we already know the Model Y Juniper is likely arriving with a front camera, it’ll probably also have a front camera washer.
This lip for the rear camera should be a nice addition, but we’ll have to see just how much of an improvement it provides in the upcoming winter season as the messy, slushy mix arrives in much of the United States and Canada.
3D Printed Accessory
If you’re feeling left out without the new rear camera shield, you’ll soon be able to 3D print and install a similar design. Some entrepreneurial 3D modelers have already started working on making a retrofittable shield for both the HW3 and HW4 rear cameras.
In the meantime, we recommend using ceramic coating on the rear camera to help keep that slush and grime moving when it does hit the camera. A good application of ceramic coating can help prevent buildup on the lens.
Model S and X
For now, we haven’t seen this design revision on more recent Model S and Model X vehicles yet. There were previously rumors of a light refresh for both of the more premium vehicles. However, we haven’t seen any indications of these changes actually seeing the light of day.
Once the refreshes for these two vehicles arrive, we could see more drastic changes. Tesla has also indicated it is waiting to use some of its upcoming new battery cell technology in 2026, so we could be waiting for a while before seeing further updates to the Model S and Model X.
We’ll be looking for both vehicles to receive this design revision. If you spot them, let us know on social media or on our forums.