Baidu Vice President Shang Guobin recently announced a collaboration with Tesla to integrate the latest version of Baidu Maps into Tesla vehicles in China. Since Tesla relies partly on map information for Autopilot and FSD, this move may get Tesla closer to launching FSD in China.
At the event last month, Baidu presented the latest version of Baidu Maps, which includes four different versions. They include Basic, 3D leading, 3D flagship and Smart Edition for ADAS (Advanced Driver Assistance Systems). Tesla vehicles will receive the new “3D Leading” version from Baidu which features over 300 customized elements. Similar to the 3D version of Apple Maps and Google Maps, it includes 3D models for buildings, trees and information on roads and lanes. Baidu Maps is available for a variety of operating systems, including Android, iOS, and Linux.
Tesla has added a new 3D map view in update 2023.44.32 for China.
Instead of an image-based, overhead map view, these new maps show your vehicle as it moves through a 3D environment that visualizes lanes, buildings, trees and more.
Besides Tesla, BYD’s Vice President Guobin added that Baidu will also collaborate with Huawei and electric vehicle startup JiYue. Huwaei is involved in three well-known car brands in China including Avatr (with Changan and the battery giant CATL), Luxeed (with Chery) and Aito.
The addition of 3D maps being added in China could open up the door for Tesla to implement 3D maps from Apple or Google in other regions.
Apple Maps' 3D views
Not a Tesla App
Voice Assistant
Tesla recently added a voice assistant in China to replace the aging voice command system. Although the voice assistant is currently exclusive to China, Tesla is already working on voice assistant in English for other regions. Other languages are likely to follow.
FSD in China
It appears that China may be Tesla’s next FSD market. Elon Musk recently traveled to China to discuss FSD and how data would be gathered and stored. Musk also hinted at the possibility of Tesla offering FSD in China by saying, “It may be possible very soon” when he was asked about FSD arriving in China.
Baidu’s Robotaxi
Earlier this year, Baidu introduced a 24-hour operation for its Apollo Go service in select areas of Wuhan, China — becoming the first company in China to offer a 24/7 autonomous driving service.
Baidu’s journey in autonomous driving began in 2013 and, as of today, Baidu Apollo’s advanced autonomous driving systems have completed over 100 million kilometers (62 million miles) of testing and over 5,000 patents granted. In comparison, Tesla has about 1.3 billion miles driven on FSD, with 300 million miles traveled on FSD v12 alone.
Tesla Sales in China
Last year, Tesla remained the world's leading BEV brand, selling 1.8 million units while China’s BYD sold a total of 3.02 million new energy vehicles (NEV), of which 1.57 million were fully electric.
Tesla recently celebrated its 10th anniversary in China and has delivered more than 1.7 million cars since its first delivery of the Model S.
Tesla has recently changed the language in its Foundation-series Cybertruck configuration and order invites and is reaching out to customers who have ordered the Tactical Gray Interior or Core Wheels.
Non-Foundation Delays
Tesla has added the following language to its order invites: “Due to continued high demand, we expect to deliver only the Foundation Series through late 2024.”
We previously reported that the foundation-series was ending soon, based on the Q&A answers from Elon Musk at the Tesla’s Shareholder Meeting. However, this no longer appears to be the case, and it seems the Foundation series is continuing for at least another quarter, into late 2024.
Here is the Cybertruck's new Tactical Grey interior color.
Tactical Gray, the updated darker interior for the Cybertruck, as well as the Core wheels, have been delayed. Limited vehicles with Tactical Gray started going out to customers this weekend, but the Core wheels haven’t been shipped just yet.
The default wheels, as well as the Core wheels, are both 20”, but the Core wheels offer lower rolling resistance and slightly more range. The Core wheels also have a smaller aero cover, but we haven’t seen these on a customer truck just yet.
Tesla has begun to reach out to customers offering them a free upgrade to the default wheels and offering them a vehicle sooner if they switch to the white interior instead of the Tactical Gray interior. Customers have also been informed that there may be a delay in receiving their vehicles if they stay with Tactical Gray or with the Core wheels.
After a month-long delay, Tesla sent FSD v12.4.2 to employees yesterday with update 2024.15.10. After just a few hours of the update going out to employees, Tesla started sending it to OG testers as well, who were already on FSD v12.4.1.
Issues Behind Delay
On X, Elon Musk broke down some of the details behind the delays. He mentioned that part of the issues behind the V12.4.2 delays were based on training. Tesla was seeing fewer interventions with FSD v12.4, but the release suffered from driving smoothness, which ironically was supposed to be one of the key features of this release.
Musk explained that part of the issue was due to too much focus on interventions, and not enough on normal driving. He compared it to training a doctor on emergency room patients, versus training on regular preventative care.
Vision-Based Attention Monitoring Changes
With FSD update 12.4.2, Tesla changed some of the language used for its Vision-Based Attention Monitoring in the release notes. Here’s a breakdown of some of the key points in the language. The changes to the release notes are below. Phrases or words that were removed are crossed out, while those added are in bold.
“When Full Self-Driving (Supervised) is enabled, the driver monitoring system now primarily relies on the cabin camera to determine driver attentiveness. This enhancement is available on vehicles equipped with a cabin camera and only when the cabin camera has clear and continuous visibility of the driver's eyes Cabin camera must have clear visibility (e.g., the camera is not occluded, eyes, arms are visible, there is sufficient cabin illumination, and the driver is looking forward at the road ahead and not wearing sunglasses, a hat with a low brimwithout sunglasses, or other objects covering thetheir eyes). Outside of theseIn other circumstances, the driver monitoring system will continue toprimarily rely on a combination of torque-based (steering wheel) and vision-based monitoring to detect driver attentiveness. When the cabin camera is actively monitoring driver attentiveness, a green dot appears next to the steering wheel icon on the touchscreen.
If the cabin camera detects inattentiveness the driver to be inattentive, a warning will appear. The warning can be dismissed by the driver immediately reverting their attention back to the road ahead. Warnings will escalate depending on the nature and frequency of detected inattentiveness, with continuous inattention leading to a Strikeout.
Cabin camera images do not leave the vehicle itself, which means the system cannot save or transmit information unless you enable data sharing.”
Arms Need to be Visible and Other Changes
There are various interesting changes here. While some of the changes are just improved wording to make the feature clearer, there are others that are worth highlighting which could point at changes to Tesla’s vision-based monitoring.
The first is the addition of “arms are visible.” Apparently, Tesla now wants to be able to see your arms to better detect attentiveness. Tesla may want to see that your arms are on the steering wheel, or they maybe they want to make sure your arms are moving so that someone isn’t able to post a static photo in front of the cabin camera to circumvent the attention monitoring. The reason isn’t clear, but looks like having your arms visible is now a requirement.
There are other small changes like the removal of a “hat with a low brim,” which was replaced by more generic wording that says the driver’s eyes must be visible.
However, near the end, Tesla removed the portion that said the driver monitoring system will rely on a combination of torque-based (steering wheel) and vision-based monitoring. This was changed to simply say that Tesla will rely primarily on torque-based (steering wheel) monitoring when vision-based monitoring is unavailable. It’s not clear whether this is just semantics and the wording now better describes how the vision-monitoring feature works, or if Tesla made changes so that the vehicle is simply either doing vision monitoring or steering wheel torque detection, and it doesn’t try to combine the two sources to detect whether the driver is paying attention.
Even more interestingly, the last line that says “cabin camera images do not leave the vehicle itself, which means the system cannot save or transmit information unless you enable data sharing,” has been removed. This could point to Tesla saving images of the cabin camera to improve its AI training model.
Either way, we’re glad to finally see FSD v12.4.2 going out to employees and early-access owners. The release is expected to have far fewer interventions and improve vehicle smoothness during braking and acceleration. If there are no major issues found, this update could go wide to all customers with FSD and on update 2024.14 or lower in the coming weeks.
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