For years, the Tesla community has joked, "The competition is coming," because every EV talked about was suddenly the Tesla killer. Recent numbers show no competition for Tesla in North America; all the other manufacturers could pool their numbers together and still not come close to Tesla's sales.
The latest sales figures prompted Elon Musk to state once again, "The competition is coming." There's no denying that Musk's company has reshaped the automotive world's landscape, especially in North America, where its supremacy is almost undisputed. However, when we cast our eyes further East to China, a different story begins to unravel, and a formidable challenger, BYD, steps onto the stage. That casual comment is starting to sound increasingly prophetic.
Q3 Numbers Show BYD is Coming
The latest Q3 sales data reveals an intriguing trend. While Tesla delivered a commendable 435,059 pure electric cars, BYD was hot on its heels with sales of 431,603 pure electric passenger vehicles. This places BYD's EV sales at an impressive 99.21% of Tesla's for this quarter. To provide context, Tesla outsold BYD by more than 670,000 vehicles in the preceding six quarters. Now, the sales gap has narrowed dramatically to a mere 3,456 units.
Moreover, while Tesla's quarter-to-quarter growth experienced a dip of 6.7% (mainly due to factory shutdown for retooling and buyers awaiting the new Model 3), BYD's pure EV sales witnessed a significant surge, boasting a year-on-year growth of 66.9%. Current trends suggest BYD might even surpass Tesla in the upcoming Q4 sales.
Global EV Race Is Just Starting
Both companies manifest global ambitions, setting up vehicle factories in various parts of the world. Tesla's footprint extends worldwide, with an upcoming factory in Mexico. In contrast, BYD is bolstering its position with facilities in China and substantial investments in countries like Uzbekistan, Thailand, and Brazil. But, BYD is now looking at the North American market with a starting point in Mexico.
The global stage is set for fierce competition between these automotive giants. BYD's aggressive push into the Mexican market with its electric offerings, like the recently unveiled DOLPHIN, underlines its global ambitions. As the brand further cements its presence, with endeavors like expanding to 50 dealership stores across all 32 Mexican states, the groundwork for a North American entry seems to be laid.
Beyond just numbers, BYD's commitment to innovation is evident. The DOLPHIN, for instance, with its unique "Ocean Aesthetics design philosophy," its efficient fast-charging capability, and a range of 405 km, exemplifies the company's drive to merge aesthetics with performance. Additionally, their play isn't solely in the EV space; BYD's diverse technological background spanning over 28 years across different sectors sets them apart.
Competition is Good
Yet, framing this as a mere 'Tesla vs. BYD' scenario would be remiss. This growth and competition signify a more considerable momentum in the global shift towards sustainable transportation. As BYD expands its footprint, it reinforces the idea that the EV revolution is not a monopoly but a collective endeavor. However, for Tesla enthusiasts and market analysts alike, the movements of BYD, especially in China, are becoming impossible to ignore.
While Tesla has been enjoying its reign, BYD's recent strides remind us that the crown is up for grabs in the dynamic world of electric vehicles. Elon Musk's playful warning might have been more prescient than anyone realized: the competition is not just coming; it's already here.
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Tesla has pioneered the use of single-piece castings for the front and rear sections of their vehicles, thanks to its innovative Gigapress process. Many automakers are now following suit, as this approach allows the crash structure to be integrated directly into the casting.
This makes the castings not only safer but also easier to manufacture in a single step, reducing costs and improving repairability. For example, replacing the entire rear frame of a Cybertruck is estimated to cost under $10,000 USD, with most of the expense coming from labor, according to estimates shared on X after high-speed rear collisions.
These insights come from Sandy Munro’s interview (posted below) with Lars Moravy, Tesla’s VP of Vehicle Engineering, highlighting how these advancements contribute to the improvements in Tesla’s latest vehicles, including the New Model Y.
However, with the new Model Y, Tesla has decided to go a different route and eliminated the front gigacast.
No Front Casting
Tesla’s factories aren’t equipped to produce both front and rear castings for the Model Y. Only Giga Texas and Giga Berlin used structural battery packs, but these were quickly phased out due to the underwhelming performance of the first-generation 4680 battery.
Tesla has gone back to building a common body across the globe, increasing part interchangeability and reducing supply chain complexity across the four factories that produce the Model Y. They’ve instead improved and reduced the number of unique parts up front to help simplify assembly and repair.
There is still potential for Tesla to switch back to using a front and rear casting - especially with their innovative unboxed assembly method. However, that will also require Tesla to begin using a structural battery pack again, which could potentially happen in the future with new battery technology.
Rear Casting Improvements
The rear casting has been completely redesigned, shedding 7 kg (15.4 lbs) and cutting machining time in half. Originally weighing around 67 kg (147 lbs), the new casting is now approximately 60 kg (132 lbs).
This 15% weight reduction improves both vehicle dynamics and range while also increasing the rear structure’s stiffness, reducing body flex during maneuvers.
Tesla leveraged its in-house fluid dynamics software to optimize the design, resulting in castings that resemble organic structures in some areas and flowing river patterns in others. Additionally, manufacturing efficiency has dramatically improved—the casting process, which originally took 180 seconds per part, has been reduced to just 75 seconds, a nearly 60% time reduction per unit.
Advancements in die-casting machines and cooling systems have allowed @Tesla to dramatically reduce cycle times and improve dimensional stability. pic.twitter.com/WB5ji67rvV
Tesla’s new casting method incorporates conformal cooling, which cools the die directly within the gigapress. Tesla has been refining the die-casting machines and collaborating with manufacturers to improve the gigapress process.
In 2023, Tesla patented a thermal control unit for the casting process. This system uses real-time temperature analysis and precise mixing of metal streams to optimize casting quality. SETI Park, which covers Tesla’s manufacturing patents on X, offers a great series for those interested in learning more.
The new system allows Tesla to control the flow of cooling liquid, precisely directing water to different parts of the die, cooling them at varying rates. This enables faster material flow and quicker cooling, improving both dimensional stability and the speed of removing the part from the press for the next stage.
With these new process improvements, Tesla now rolls out a new Model Y at Giga Berlin, Giga Texas, and Fremont every 43 seconds—an astounding achievement in auto manufacturing. Meanwhile, Giga Shanghai operates two Model Y lines, delivering a completed vehicle every 35 seconds.
Having the ability to open your trunk hands-free can be incredibly useful when your hands are full, especially in a busy parking lot.
Tesla vehicles now support opening the vehicle’s trunk or frunk completely hands-free — no foot waving required.
What is Hands-Free Frunk and Trunk?
Tesla implemented its hands-free feature by leveraging your phone’s position in relation to the vehicle. When you stand still behind your vehicle, the trunk will automagically open for you.
While this functionality isn’t available on every vehicle, it’s available on every vehicle Tesla manufactures today, including the new Model Y, the Cybertruck and other recent models.
With a compatible device and a supported vehicle, you can now open your Tesla’s trunk hands-free.
How It Works
Tesla’s hands-free feature requires the use of ultrawide-band (UWB) in the vehicle and on your phone. Apple and Samsung have supported ultra-wideband for a number of years and most flagship Android devices also support the low-energy feature.
Ultra-wideband allows another device to precisely detect its relative location. In this case, the vehicle is tracking where the driver’s phone is in relation to the vehicle. Since the vehicle is able to more precisely track the phone’s location, ultra-wideband also improves Tesla’s phone key feature.
Since the vehicle depends on your phone, you’ll need to have your phone on you in order to activate the hands-free feature. Simply stand within 2.5 to 3 feet from the front or rear of your vehicle for the frunk or trunk to open. You’ll then hear a couple of chimes. If you continue to stand still, then your frunk or trunk will open automatically.
The chimes serve as a warning that the trunk will open if you don’t move, which helps reduce accidental openings.
Hands-Free Trunk in Action
The video below shows how Tesla’s hands-free trunk feature works.
Supported Models
Since Tesla uses ultra-wideband to power the hands-free feature, only vehicles with the needed hardware are supported. The list of supported vehicles includes:
2021 Model S and later
2021 Model X and later
2024 Model 3 (Highland) and later
2026 Model Y (Juniper) and later
All Cybertrucks
Supported Phones
Your phone will also need to support UWB. Luckily, most manufacturers have included UWB in their devices for several years.
Apple: All Apple devices since the iPhone 11 have included UWB, except for the iPhone SE (2nd and 3rd generation). The iPhone 16e also has UWB.
Android: Most Android phones - especially flagship devices - already support and use UWB for other uses, but it’s not available on all phones. If you have a Google Pixel 6 or higher, Samsung Fold 2 or higher, Samsung S21+, or other recent Android phone, then your phone already supports ultra wideband.
Which Models Support Hands-Free Frunk
Unfortunately, not every supported model supports the hands-free frunk and trunk feature. The hands-free frunk feature is only supported on the Model S, Model X, and the Cybertruck. In addition, the Cyebrtruck is the only vehicle with a powered frunk, so while the Model S and Model X will unlock the frunk for you, you’ll still need to lift it and close it manually. The Cybertruck will open the frunk for you, much like the trunk on another Tesla.
Which Models Support Hands-Free Trunk
While most supported Tesla vehicles can use the hands-free trunk, it excludes the Cybertruck, which doesn’t have a powered trunk.
Enable Hands-Free Trunk / Frunk
If you plan to use your vehicle’s hands-free trunk feature, you’ll need to enable it in settings, as it’s off by default. Simply open Controls by tapping the vehicle icon in the bottom left corner, then navigate to the Locks section.
Within the Hands-Free section, you’ll find a few options, depending on your model. You’ll be able to choose whether to enable the hands-free frunk or trunk and whether you’d like to disable the feature at home.
Preventing Accidental Opening - Exclude Home
Although the hands-free feature requires you to stay still in front or behind your vehicle for a couple of seconds, it can still be triggered accidentally if you’re working around your garage. To prevent accidental opening of the frunk or trunk, Tesla allows you to disable the feature while your vehicle is parked at home.
Tesla determines your home location by the address that’s set in your vehicle. However, it also adds a buffer, meaning that your hands-free trunk feature will also not work in your driveway or at your neighbor’s home. The exclude home feature is located in the same spot as other hands-free trunk features, Controls > Locks > Hands-Free > Exclude Home.
If you have a recent Tesla that’s supported, go ahead and give the feature a try.