Tesla China quietly unveiled an upgraded Model Y, showcasing several modifications designed to keep up with the recently revealed Model 3 refresh and the soon-to-be rolling off the production line - Cybertruck. Tesla China made its grand announcement on its official Weibo account, captioning the unveiling as the Model Y's "evolutionary debut."
Not Quite a Refresh, Yet Noteworthy
While the latest tweaks don't qualify the Model Y for a complete refresh label, they narrow the gap between it and the refreshed Model 3 Highland. Potential buyers will now find themselves weighing the merits of the updated Model Y against its all-new Highland.
We are expecting a full refresh for the Model Y, known as Juniper. However, it may be safe to say that the Highland stole the thunder as the Model 3 and Model Y are similar, so that you can guess the upcoming changes for the Model Y.
Changes in This Refresh
Dashboard & Ambient Lighting: The wood veneer trim has been stripped from the Model Y's dash. Replacing it is a textile trim, similar to the new Model 3. Along the dashboard Tesla has introduced RGB ambient lighting - to better match the Model 3. Given that the dashboard remains the same, this begs the question of whether these changes could be retrofitted to the current Model 3 and Model Y.
Wheel Upgrades: Stepping away from the traditional silver, the new Model Y now sports 19-inch black Gemini wheels. These aren't just aesthetically pleasing but also enhance the Model Y RWD's range by approximately 5 miles, taking it to 344 miles by the CLTC standard.
Performance Enhancements: There's more to the new Model Y than meets the eye. The Dual-Motor AWD Long Range version has seen a range uptick of around 17 miles, offering 428 miles on a single charge. Additionally, with a wind resistance coefficient refined to 0.23, the Model Y is a testament to Tesla's commitment to efficiency.
Performance: Tesla has improved the 0 to 100 km/h time of the Model Y as well. According to Tesla, this update will have the Model Y reach 100 km/h (62 mph) in 5.9 seconds.
FSD Hardware: According to Teslarati, Tesla China's Customer Support team confirmed that the updated Model Y does not include FSD hardware 4.0.
Pricing & Promotional Updates:
The Model Y RWD is priced at RMB 263,900 ($36,742 USD), while the Long Range and Performance variants come in at RMB 299,900 ($41,755 USD) and RMB 349,900 ($48,716), respectively.
In a bid to give new customers added incentives, Tesla China also announced that up until October 31, a referral bonus would also be in play. By leveraging the referral program, new Tesla buyers can get a discount on their final payment and enjoy a 90-day trial period of Enhanced Autopilot.
Although many didn't expect this update to the Model Y, it's not surprising given the excitement around the new Model 3. What this tells us is that the Model Y refresh may not be as close as initially speculated. While these upgrades are visually exciting, they're fairly minor and can be done without major changes to Tesla's production lines. Tesla hopes to narrow the gap between the new Model 3 and the Model Y and prevent buyers from holding out for the refreshed Model Y.
This minor update to the Model Y does not include some of the major updates to the Model 3, such as ventilated seats, improved cabin materials, the new suspension or the blind spot indicator.
As the fourth quarter unfolds, it will be interesting to see how the market reacts to Tesla's latest offering and whether this evolutionary debut lives up to its billing.
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Tesla’s been on a roll with Supercharger improvements lately, from the 325kW charging update for the Cybertruck, to 500kW with V4 Superchargers coming next year. While those improvements have been limited to the Cybertruck, Tesla didn’t put all their focus on their new flagship vehicle, but looked at their more affordable vehicles as well.
LFP Battery Heating
Tesla’s Superchargers can now heat LFP Batteries - those that are in the Model 3 and Model Y Rear Wheel Drive variants. This applies to Long Range and Standard Range models, which saw a limited run. This is another update included as part of the 2024 Tesla Holiday Update - which really arrived with a lot of unannounced new features and capabilities.
The change is pretty interesting - Superchargers of the V3 and V4 variety can now pre-heat batteries for Model 3 and Model Y vehicles equipped with LFP battery packs. That means those vehicles are able to get back on the road faster when it's extremely cold. Of course, Tesla still advises you to precondition before you arrive, saving drivers time and money.
Max de Zegher, Tesla’s Director of Charging, also commented on the new feature. Essentially, Tesla is inducing an AC (alternating) ripple current through the battery to warm it up. Keep in mind that Superchargers are DC charging. That means it is possible to get a cold-soaked LFP vehicle on the road 4x faster than before, assuming that it didn’t precondition at all and that it is in the worst-case scenario (below 0ºF).
In essence, Tesla is using some engineering magic to turn the circuits inside the LFP battery into an electric heater - and powering that heater through the Supercharger. An AC ripple current is a small oscillation in the DC charging current that generates heat through electrical resistance, warming up the battery. Those ripples are a byproduct of converting AC to DC and back - so Tesla is using the onboard charger to induce those ripples to warm up the battery. Definitely an innovative technique that’s really only possible with the versatility of the NACS connector.
We’re hoping Tesla can implement this across their full lineup of vehicles, but we’ll have to wait and see how it is trialed across LFP vehicles first and if it is even possible on vehicles with 2170 or 4680 battery packs.
Tesla launched two FSD updates simultaneously on Saturday night, and what’s most interesting is that they arrived on the same software version. We’ll dig into that a little later, but for now, there’s good news for everyone. For Hardware 3 owners, FSD V12.6.1 is launching to all vehicles, including the Model 3 and Model Y. For AI4 owners, FSD V13.2.4 is launching, starting with the Cybertruck.
FSD V13.2.4
A new V13 build is now rolling out to the Cybertruck and is expected to arrive for the rest of the AI4 fleet soon. However, this build seems to be focused on bug fixes. There are no changes to the release notes for the Cybertruck with this release, and it’s unlikely to feature any changes when it arrives on other vehicles.
FSD V12.6.1 builds upon V12.6, which is the latest FSD version for HW3 vehicles. While FSD V12.6 was only released for the redesigned Model S and Model X with HW3, FSD V12.6.1 is adding support for the Model 3 and Model Y.
While this is only a bug-fix release for users coming from FSD V12.6, it includes massive improvements for anyone coming from an older FSD version. Two of the biggest changes are the new end-to-end highway stack that now utilizes FSD V12 for highway driving and a redesigned controller that allows FSD to drive “V13” smooth.
It also adds speed profiles, earlier lane changes, and more. You can read our in-depth look at all the changes in FSD V12.6.
Same Update, Multiple FSD Builds
What’s interesting about this software version is that it “includes" two FSD updates, V12.6.1 for HW3 and V13.2.4 for HW4 vehicles. While this is interesting, it’s less special when you understand what’s happening under the hood.
The vehicle’s firmware and Autopilot firmware are actually completely separate. While a vehicle downloading a firmware update may look like a singular process, it’s actually performing several functions during this period. First, it downloads the vehicle’s firmware. Upon unpacking the update, it’s instructed which Autopilot/FSD firmware should be downloaded.
While the FSD firmware is separate, the vehicle can’t download any FSD update. The FSD version is hard-coded in the vehicle’s firmware that was just downloaded. This helps Tesla keep the infotainment and Autopilot firmware tightly coupled, leading to fewer issues.
What we’re seeing here is that HW3 vehicles are being told to download one FSD version, while HW4 vehicles are being told to download a different version.
While this is the first time Tesla has had two FSD versions tied to the same vehicle software version, the process hasn’t actually changed, and what we’re seeing won’t lead to faster FSD updates or the ability to download FSD separately. What we’re seeing is the direct result of the divergence of HW3 and HW4.
While HW3/4 remained basically on the same FSD version until recently, it is now necessary to deploy different versions for the two platforms. We expect this to be the norm going forward, where HW3 will be on a much different version of FSD than HW4. While each update may not include two different FSD versions going forward, we may see it occasionally, depending on which features Autopilot is dependent on.
Thanks to Greentheonly for helping us understand what happened with this release and for the insight into Tesla’s processes.
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